About Tesla Investor Day:
1. Everyone is concerned that the automobile situation rarely occurs. Instead, it talks a lot of time about the energy storage business. Basically, Musk still treats the company as a growing company. It must create demand through innovation and find its “second curve” of sustainable growth. After all, the electric vehicle environment has become increasingly “internal” (overall social demand is insufficient, and the industry circuit is crowded);
2. However, the market doesn't seem to pay the bill, and stock prices are falling. Apart from unclear new business paths, there are also: 1) Growth companies mean that the company has uncertain risks, and there is great uncertainty about future capital expenditure and profitability. We must certainly call for technological innovation, but we also need to recognize that their costs are very high, and the market seems unwilling to pay for it; 2) The best environment for growing companies should be under loose monetary policies, and the current increasingly hawkish environment of the Federal Reserve is not suitable for this characterization;
3. Therefore, if Tesla wants to calm the market, it needs: 1) Strive to improve the balance of the profit and loss statement. Investors' Day emphasizes that cost reduction is also interesting; 2) It must give confidence to the market and not do things that hurt investors (such as reducing holdings). Investors, on the other hand, need to wait patiently for improved liquidity and changes in market preferences. Unrest is the norm in this style change; patience is just what is needed;
4. Finally, tell technology enthusiasts that while a good technology is beneficial to humans, it is also very encouraging, good technology is not necessarily a good investment target; the latter is often a collection of quite a few factors. If investment is reversed from technology, it is likely that it will be at the wrong pace;
5. Communicate more with everyone
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