Wall Street’s AI Rally
MRKT Matrix
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The Bear Case for Tesla
When Tesla was enjoying a 24 and a half, 25% margins that one of the stories is the lead they had in margins vis-a-vis the OEMs. Now as we mentioned on Tuesday, I think there was a Wells Fargo note talking about maybe 17 and a half percent margins. And now you have to make the decision. Is this a trough period where, you know, margins are start to re-accelerate? Or is it going to be continued margin pressure?"
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