Tesla may be supply constrained in Q2, says JMP Securities

Stating that he is taking a balanced view, the analyst said the first-quarter deliveries miss was not only demand-driven but also supply-driven. Latest Ratings for TSL.....»»

A "wartime CEO" refers to an executive who leads a company through an impending crisis, such as intense competition or supply chain disruptions. read more.....»»

According to a Securities and Exchange filing on Monday, Michael Burry's Scion Asset Management owned 800,100 long puts against Tesla as of March 31......»»

China-based Contemporary Amperex Technology (CATL), a LFP (lithium ferrous phosphate) battery maker in the supply chain of Tesla, reportedly will raise its quotes by 10% to reflect increased costs for LFP materials, according to industry sources......»»

Whitney Tilson’s email to investors discussing Gary Black’s tweet on Tesla Inc (NASDAQ:TSLA)’s 2Q demand remains well in excess of supply; Houston crash; Musk Asperger’s; bottom drops out of the red-hot market for.....»»

A worsening shortage of semiconductors, such as audio codec chips, display driver ICs and power management chips, continues to constrain the supply of notebooks, according to Asustek Computer......»»

The supply of eMMC storage devices has been constrained by shortages of related memory chips and components so far in 2021, affecting negatively shipments of entry-level and mid-range handsets, according to industry sources......»»

Related Stocks: SCHD, LMT, AYX, EPD, PEP, SCHF, MP, TSLA, TTD, QS, AI, SQ, BMR,.....»»

"We've had some of the most difficult supply chain challenges that we've ever experienced in the life of Tesla," Musk said, citing the chip shortage. Elon Musk NurPhoto/Contribu.....»»

Elon Musk's Tesla reported record net income of $438 million. Total revenue grew 74% year-over-year to $10.3 billion......»»

In the first quarter of 2021, Tesla Inc (NASDAQ: TSLA) set a delivery record of 184,800 vehicles. read more.....»»

Pegatron Corp has chosen a site in El Paso Texas, Texas to build a facility that will supply components for Elon Musk’s Tesla Inc (NASDAQ: TSLA), Reuters reported on Tuesday — citing a Taiwanese newspaper. read more.....»»

Tesla's first mover advantage in battery technology has the potential to create a .....»»

Wedbush Securities upgraded its outlook for Tesla Inc. on Sunday following stronger-than-expected quarterly deliveries......»»

Wedbush Securities upgraded its outlook for Tesla Inc. on Sunday following stronger-than-expected quarterly deliveries......»»

San Antonio City Council agreed to wave some property taxes in exchange for the creation of dozens of jobs and a multi-million dollar investment by a company reportedly in the Tesla supply chain......»»

Tesla Inc.’s first-quarter deliveries outpaced Wall Street estimates in the face of supply-chain issues caused by COVID-19......»»

Tesla Inc (NASDAQ: TSLA) could get the pricing of its rumored Model 2 vehicle down to $25,000 by downgrading costs associated with batteries, exterior trim and the interiors of the vehicle, according to analysts at Sinolink Securities, Cn.....»»

Tesla Inc Chief Executive Elon Musk has been sued by a shareholder who accused him of violating his 2018 settlement with the U.S. Securities and Exchange Commission over his Twitter use......»»

The global supply of notebooks and other PCs will remain constrained all the way to the third quarter of this year as components continue to be in tight supply, according to Acer chairman and CEO Jason Chen......»»