Gordon Johnson

GLJ Research LLC CEO and Tesla Inc. (NASDAQ:TSLA) bear Gordon Johnson on Wednesday slammed bulls for their high price targets based on the assumption that the Elon Musk-owned company is “more than a car company.” What Happened: “2025E appears set to disappoint the Wall Street...

Wall Street analysts and industry experts offered mixed reactions to NVIDIA Corp.‘s (NASDAQ:NVDA) ambitious technological roadmap unveiled at CES 2025 on Monday, particularly regarding its artificial intelligence and autonomous driving initiatives. What Happened: During his keynote address at...

Tesla Inc (NASDAQ:TSLA) analysts are cautious after fourth-quarter deliveries came in below consensus estimates and production fell below delivery figures. The Tesla Analysts: Canaccord Genuity analyst George Gianarikas maintained a Buy rating on Tesla. He also raised the price target from $298 to...

Tesla Inc.‘s (NASDAQ:TSLA) latest delivery miss has intensified debate among analysts about the company’s autonomous driving and robotaxi ambitions, with sharp disagreement over its 2025 outlook. What Happened: James Thorne, Chief Market Strategist at Wellington-Altus, remains bullish...

Tesla Inc.‘s (NASDAQ:TSLA) robotaxi ambitions face fresh skepticism from prominent market critics, with new data from New York City’s ride-sharing market fueling debate about the technology’s revenue potential. What Happened: GLJ Research analyst Gordon Johnson argued on social...

GLJ Research CEO Gordon Johnson intensified criticism of Bitcoin (CRYPTO: BTC) on Thursday, echoing late Berkshire Hathaway Inc. Vice Chairman Charlie Munger‘s skepticism and targeting major financial institutions for their role in cryptocurrency markets. What Happened: “Bitcoin, as...

After the U.S. headline and core consumer price inflation rose in October, and the Federal Reserve Chairman suggested that a December rate cut may not be necessary, treasury yields have risen, and inflation concerns have gripped the economy once again. Gordon Johnson, chief executive officer and...

President-elect Donald Trump’s naming of Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk as co-lead for the Department of Government Efficiency (DOGE) was expected and likely to be neither positive nor negative for the EV giant’s stock, according to The Future Fund LLC managing partner Gary...

With just two weeks to go for Tesla, Inc.’s (NASDAQ:TSLA) Robotaxi unveil event, an analyst painted a bleak picture of the company’s self-driving technology. What Happened: Tesla’s FSD, which is now promoted as fully-supervised FSD, is a “safety disaster” and “...

Transportation Secretary Pete Buttigieg‘s claim about inflation came under scrutiny from Gordon Johnson of GLJ Research, who argued in an X post on Wednesday that pricing pressures have actually been trending upward. What Happened: Commenting on a news story that contended claims by...

The Federal Reserve announced Wednesday a deep 50 basis-point cut to its Fed funds rate, which is likely to ease the pressure on consumers. An analyst, however, sees a return of recession along with stagnation. What Happened: “Get ready for stagnation,” said GLJ Research’s Gordon...

GLJ Research CEO Gordon Johnson on Thursday slammed Tesla Inc‘s (NASDAQ:TSLA) recent prospective timeline for releasing its full self-driving (FSD) driver assistance technology in foreign markets as a sheer move to “pump” the stock. What Happened: Earlier on Thursday, Tesla...

The broader market volatility ahead of and after Nvidia Corp.‘s (NVDA) earnings report weighed down electric-vehicle stocks in the week ended Aug. 30 but company-specific news lent support to some. Market leader Tesla, Inc. (NASDAQ:TSLA) snapped a two-week winning run and posted a weekly...

Tesla, Inc. (NASDAQ:TSLA) has extended further the “zero-percent” financing option it made available to Chinese buyers till the end of the third quarter, and a bearish analyst on Monday commented on the move. What Happened: Tesla China’s configurator page for the Model Y and Model...

Tesla, Inc. (NASDAQ:TSLA) reported a second-quarter top-line beat while the earnings per share trailed expectations and the stock plunged sharply in the after-hours session, reacting to the mixed results and the management commentary on the earnings call. Most market watchers were quick to point...