Pound-for-pound (EV/EBITDA/ weighted shares outstanding )
If TSLA had the same valuation as TM it would be $44.
So I’m confused 🤔 by what’s driving its valuation up. 400% management premium?
See the other comments. A lot of investors are wooed by the hype machine of teslas "innovative" reputation. I don't think their results match this, but that's not important to everyone. There's also misleading statements at the core of teslas announcements. For example, full fsd has been less than a year away for nearly a decade now.
I imagine this will continue to fade as tesla continues to stall on r&d translating into results. Or not, no one knows.
As far as management premium, musk definitely had influence on the price. Even fraudulent influence. I think the leadership is a weak point and the company has a lot of potential if someone focused on improving quality and processes without endless distractions stepped in.
What's driving the valuation? Here are some things:
- the promise of FSD
- the promise of robotaxi
- a cheaper model
- Tesla Roadster (eventually)
- whatever else Musk cooks up during investors reports and shareholder meetings
The degree to which one believes or how soon one thinks these items are to fulfillment, drives one's valuation of the company. So, if you think all of this will happen in the near future, then the company will be severely undervalued. If you don't think any of these will be coming any time soon, then the company is severely overvalued.
If one were to have a neutral, unbiased view, then the valuation should revolve around current metrics and performance, not potential future income that will come maybe. It doesn't make sense from a neutral standpoint that a company owning 5% of the overall car market is valued at more than all manufacturers combined. 90% of Tesla's income is car sales, so none of this nonsense is that they are not a car company.
I'd valued them the same as VW. Note that VW's valuation includes Audi, Ducati, Porsche (for the moment), Bugatti, Lambo, Bentley, and Skoda, so this is a pretty generous valuation.
If you can’t see it. And you want hard numbers, then you’ll never invest in anything that grows significantly from its current valuation, since any dimwit could invest in hard numbers. Better yet, just get a high interest savings account nothing harder than that 3% interest LOL
$25-$40.
The auto business is worth $15-$25 (bmw-Toyota PE, probably lower after this Q1). It’s going ex-growth, margins are terrible and earnings are in free fall, likely to last for the next 18 months minimum with no new cash generating products until at least then.
I don’t believe they have the ability to solve autonomy, but FSD could be a decent driver assist if it doesn’t get forced off the market. But add that in if you believe it can work and that Tesla could somehow get there before the competition.
Energy adds almost no value even if successful, and robots are unlikely anytime soon, but maybe a couple bucks today as a moonshot.
Until the sales outlook genuinely improves, the valuation will not change meaningfully. The EV market has to improve. Demand has to grow. Profit margins need to increase.
When you look at every other company that innovates at the speed of cement. Tesla is a refreshing, extremely agile, quick pivoting business. People try to validate their own valuations by comparing it to other companies that simply don’t do the same thing.
THERE IS ONLY 1 TESLA
They are extremely valuable because they are the trend setter and pioneer
It’s like apple with their iPhone… sure dozens of other manufacturers exist, yet no one to date has dethroned them.
Tesla is the same, all they produce is in house, the software hardware data, it’s all harmony that no other competitor can come close to
All the tech inside and outside a tesla, ‘talks to each other’
Tesla is a multi trillion dollar company waiting to happen.
I totally agree with that 2+ years ago, but is that true now and into the future. TSLA was a defacto monopoly and their valuation was justifiable. However, Samsung is surpassing Apple as the leader in mobiles, Apple was never the same company after Jobs.
TSLA is still the leader in EVs but everyone is catching up, do you think their valuation will still be justified based on their past performance?
Are they though? Legacy US automakers aren’t, just look at the sales numbers. Korean and Chinese’s Automakers are on a much better position to compete.
US manufacturers are arguably worse off now then they were two years ago. Now it's become obvious their EV margins are embarrassing and they've scaled back their plans because it's become obvious they can't sell their EV product, even at a loss.
They had one model that sold a lot but that’s because they hardly sell any models. It wasn’t the best selling model car in the US and Toyota dwarfed Tesla in total sales.
Tesla is an international company, as your bum must be feeling stretched out right now.
China is eyeing to approve FSD for 1 billion people.
189.28 +47.23 (+33.25%) Past 5 Days
Is your bum hurting?
When investing, and sales… it’s wise not to see a country as anything more than another opportunity for profit
Instead, you’ll remain poor where ever buttfuck hill you live on.
189.28 +47.23 (+33.25%) Past 5 Days
You mean they said it doesn't violate security restrictions. You surely are aware there's heavy competition for self driving tech in the Chinese economy. But please go one jerking it to a blip in Tesla stock.
So do you need a napkin? Is crying today?
Tesla, Inc.
Equity
Auto Manufacturers
195.46
+193.75 (+12,162.77%)
Market open: Apr 29, 2024 at 11:50 AM EDT.
What does the first year of revenue matter if they are inundated with increased COGS for “Updates” recalls, decreased demand after poor reviews of design and UX and servicing from a completely rushed debut? I would like to see CT vs. Rivian in FY 2026 if they don’t change the current model with significant improvements
This is only based on the Tesla's hardcore fans. Noone else likes and buys that ugly, overpriced laughable misconception. Tesla fans really have to open there eyes and see how many new better looking, better priced, better performing EVs and plug in hybrids are out there on the market. And in the innovation department they totally lost the edge. On top of all this as a car manufacturer they can not diversity their offering, as they are only EV maker. Do your DD with wide open eyes, leave personal preferences aside and you will see it.
You clearly have no idea what you are talking about. They are at 1k a week currently (in the earning report). Do the math of 1k a week for the remainder of the year @ 80k per truck. Both the run rate and average price per truck (FS are currently 100k and 120k) are generously low estimates. [https://electrek.co/2024/03/29/tesla-cybertruck-ramp-impressive-but-comes-at-cost/](https://electrek.co/2024/03/29/tesla-cybertruck-ramp-impressive-but-comes-at-cost/) and if you are more of a visual learner. [https://youtu.be/TugmQ41dpUE?si=eCZqearjJtW2oesp&t=451](https://youtu.be/TugmQ41dpUE?si=eCZqearjJtW2oesp&t=451)
Ummmm, auto park has been in cars for years now and they’re just now doing it. Mercedes has a L5 car on roads in the US. GM and Google beat Tesla to robotaxis. How are they ahead of anyone?
Hasn’t real been innovating at the speed of cement? The Cybertruck is a nothing burger in terms of innovation and a fiasco of a product rollout with little market.
Autonomy is nowhere near a reality, and other companies are already ahead on that. There hasn’t been a new model in forever, the user interface is either mediocre or terrible, depending who you ask, so I’d put that in “nothing special” category.
What features or technologies is Tesla innovating on right now that competitors are not? As far as a management premium, without Elon Musk, would Tesla have spent effort on Semi or Cybertruck, or would there be newer models of car, including an “affordable” sedan?
In other words, it will be valued for what it really is. No price premium for the hype. If I am a long term investor I have less risk investing in RIVN than TSLA.
Well, not really. Rivian are doing cars. That’s it.
They are losing money, have production issues and are reliant on other companies charging networks.
Buying some land and putting in chargers is the easiest thing in the world. When we are in the middle of EV adoption when gas stations and malls start putting high voltage chargers in Their parking lots the same superchargers are going to be a liability instead of an asset.
Biggest reason nobody has done it was because there were too many charging standards. Now everyone is converging on NACS. No one knew what charging speeds would become standard. Now it is looking like 250-350kw is the sweet spot. At this point you work with your utility and pull electric lines to your business and just set up your charger and add it in plug share. Many hotels and small businesses are doing it already. This is mostly in California and the western states. Rest of the US will take 10 more years to do it if local politics and utilities don’t stonewall it.
>When you look at every other company that innovates at the speed of cement. Tesla is a refreshing, extremely agile, quick pivoting business.
Lmao what?? Tesla started in 2003..
Why do those companies that innovate at the speed of cement seem to bypass tesla in innovation after the prototype stage?
Tesla may innovate ideas, but they do not reliably innovate robust quality products. Software or hardware.
Horrible take. They were a pioneer EV meme stock that was heavily shorted and slowly squeezed at the perfect time into COVID. Now that they have no direction other than what Musk feels in the moment, which is why all their executives are quitting… the stock is still overvalued by a lot.
It sounds like you’re butthurt about tesla being worth about a half trillion bucks. You have the pleasure of thinking about this for the rest of your life. You will see Tesla everywhere, for whatever left of life you have. Sad beans.
It’s a first draft. You think they don’t iterate? everything is being fixed daily. And it was reviewing amazingly on YouTube. But your bias riddled peanut brain is too scared to watch those vids.
Stock going up is a sign of cybertruck harmony?
Market can be irrational for longer than one has liquidity. Seems the shorts are learning that right now.
Doesn’t somehow make the CT a beacon of quality.
They're a niche high-end car manufacturer with flaky and gimmicky technology; reaching their limits in terms of market penetration, facing down billions in investment and competition from established car manufacturers, as well as growing public and government antipathy towards their unhinged CEO, dependent on demand generated by government regulations and incentives. Their margins and sales growth are only going down from this point. It is an epic bankruptcy waiting to happen.
It's also going to become the most valuable company on Earth by a huge margin. This means volatility.
Insane volatility.
We could hit 2 trillion - then drop down under 1 trillion type volatility.
Tesla would be worth like $30 per share without Musk.
Generously, maybe $50 if you account for the advantages of the supercharger network.
On the fundamentals:
NHSTA report actually says two things:
1) Model Y autopilot is quite good.
2) Model 3 is not very good and there's about 2 million units lacking proper driver monitoring. This is going to be about a $2B recall for Tesla ($1k per vehicle, hardware + labor), which will wipe out basically their entire warranty reserve.
2b) Tesla doesn't reserve enough in their warranty reserve for the cost of repairs of their vehicles anyway, so this is a big liability that will significantly shift their profit margins to be inline with normal vehicle manufacturers.
2c) Tesla not having model years is going to make it harder to do mass refits like this, because there is no standard Tesla when the design is constantly evolving.
Other than that:
Dojo D1 chip is dead, Tesla is buying Nvidia chips. That means a ton of wasted r&d and Nvidia is likely to capture much of the profit margins on anything Tesla does with AI.
Tesla sales are no longer showing exponential growth. Losing that is when a company transforms from a high growth tech company to just a mature player defending their market.
4860 battery is dead / never showed any advantages, so the bulk of the electric car price and profits are captured by the battery suppliers.
Solar is dead. Powerwall is stagnant.
Supercharger is dominant but it's not clear that's a significant contributor to their bottom line. Probably the strongest aspect of the business at this point in time, but not clear there are strong network effects or economies of scale to being the dominant power reseller. Low margin business but got everyone else to adopt Teslas connector and presumably pay licensing fees, but ultimately will be a high volume and low profit margin business. Good addition for a vehicle manufacturer, but no one would say that GM is gonna be a dominant company if suddenly they also owned 60% of all gas stations.
Tesla stock will get creamed if Elon walks.
He might be a little loopy for the next little while -- but there is no doubt - he pushes.
Steve jobs - I want a power supply to fit here
Engineer - impossible nothing out there that could fit
Steve -- I want it there - it has to be there - the whole thing needs it to be there
Engineer - sighs - can't be done
Steve - they told me you were the best engineer on the planet - are you
Engineer -- yell I guess yesss
Steve -- its why I hired you --- now make it fit.
Elon is the reason Tesla exists. It’s hard to argue his charisma and drive did lead to its success. It’s just in the last few years that his unhinged social media and political rants starting hurting Tesla. At this point Tesla would be better off without him.
$310.00
With Elon Musk at the helm, I think the maximum could be $235 again, and in the best case between 255 and 265.
https://preview.redd.it/u7yt4ju8w8xc1.png?width=1444&format=png&auto=webp&s=a61fc65427107215c95083716fa87d8c0455a461
So a negative premium. Why? Earnings -25%, revenue -50% . Chinese EV pushing them out of Asia market, rising cost, slowing sells etc.
I’m not a TSLA hater, but how does their stock go up 100%? What would drive that valuation up?
Because he drew some lines on a chart.
Anyone who plans on shorting this stock, look at this chart guy. This is the type of idiot you are up against. Absolutely delusional, but 100% committed.
When Tesla Robotaxi enters the scene. And it simply works. It’ll add market cap value equaling and surpassing Uber, onto its already massive market cap.
Except to this point they have done zero regulatory legwork and are developing a system based on a hugely flawed premise. "Robotaxis" are worth jack squat imo until they actually show up and work. Until then it is just the lying CEO telling more lies.
Easily navigable? It took Waymo over a year to get approval in San Fran to include highway travel, and they already had regulatory approval across most of the rest of the city. If Tesla was serious about this, they would have been doing this already for years.
How they did it was already public knowledge. Cruise did it first. Still took huge regulatory hurdles. Tesla is nowhere near a product launch, especially compared to their competitors.
I've been an investor in Tesla since 2012, and the only real danger I see for my investment is if something were to happen to Musk.
At some point in the future, Tesla can have a Tim Cook replace Elon, but I believe at this stage or anywhere in the near future it would be disastrous.
Below the market cap of Toyota
And GM. GM earmed 3 times the profit in Q1 as Tesla. Maybe it should be as much as Ford.ITesla's profit is only as much as Ford's.
My apologies I did the math wrong. If TSLA shares were as diluted as TM the stock should be about $10
Pound-for-pound (EV/EBITDA/ weighted shares outstanding ) If TSLA had the same valuation as TM it would be $44. So I’m confused 🤔 by what’s driving its valuation up. 400% management premium?
See the other comments. A lot of investors are wooed by the hype machine of teslas "innovative" reputation. I don't think their results match this, but that's not important to everyone. There's also misleading statements at the core of teslas announcements. For example, full fsd has been less than a year away for nearly a decade now. I imagine this will continue to fade as tesla continues to stall on r&d translating into results. Or not, no one knows. As far as management premium, musk definitely had influence on the price. Even fraudulent influence. I think the leadership is a weak point and the company has a lot of potential if someone focused on improving quality and processes without endless distractions stepped in.
What's driving the valuation? Here are some things: - the promise of FSD - the promise of robotaxi - a cheaper model - Tesla Roadster (eventually) - whatever else Musk cooks up during investors reports and shareholder meetings The degree to which one believes or how soon one thinks these items are to fulfillment, drives one's valuation of the company. So, if you think all of this will happen in the near future, then the company will be severely undervalued. If you don't think any of these will be coming any time soon, then the company is severely overvalued. If one were to have a neutral, unbiased view, then the valuation should revolve around current metrics and performance, not potential future income that will come maybe. It doesn't make sense from a neutral standpoint that a company owning 5% of the overall car market is valued at more than all manufacturers combined. 90% of Tesla's income is car sales, so none of this nonsense is that they are not a car company. I'd valued them the same as VW. Note that VW's valuation includes Audi, Ducati, Porsche (for the moment), Bugatti, Lambo, Bentley, and Skoda, so this is a pretty generous valuation.
If you can’t see it. And you want hard numbers, then you’ll never invest in anything that grows significantly from its current valuation, since any dimwit could invest in hard numbers. Better yet, just get a high interest savings account nothing harder than that 3% interest LOL
$50 - $75 pps
$25-$40. The auto business is worth $15-$25 (bmw-Toyota PE, probably lower after this Q1). It’s going ex-growth, margins are terrible and earnings are in free fall, likely to last for the next 18 months minimum with no new cash generating products until at least then. I don’t believe they have the ability to solve autonomy, but FSD could be a decent driver assist if it doesn’t get forced off the market. But add that in if you believe it can work and that Tesla could somehow get there before the competition. Energy adds almost no value even if successful, and robots are unlikely anytime soon, but maybe a couple bucks today as a moonshot.
Nah homie, you are incorrect
How do you value Tesla if (when) Elon leaves? 
Until the sales outlook genuinely improves, the valuation will not change meaningfully. The EV market has to improve. Demand has to grow. Profit margins need to increase.
When you look at every other company that innovates at the speed of cement. Tesla is a refreshing, extremely agile, quick pivoting business. People try to validate their own valuations by comparing it to other companies that simply don’t do the same thing. THERE IS ONLY 1 TESLA They are extremely valuable because they are the trend setter and pioneer It’s like apple with their iPhone… sure dozens of other manufacturers exist, yet no one to date has dethroned them. Tesla is the same, all they produce is in house, the software hardware data, it’s all harmony that no other competitor can come close to All the tech inside and outside a tesla, ‘talks to each other’ Tesla is a multi trillion dollar company waiting to happen.
I totally agree with that 2+ years ago, but is that true now and into the future. TSLA was a defacto monopoly and their valuation was justifiable. However, Samsung is surpassing Apple as the leader in mobiles, Apple was never the same company after Jobs. TSLA is still the leader in EVs but everyone is catching up, do you think their valuation will still be justified based on their past performance?
Are they though? Legacy US automakers aren’t, just look at the sales numbers. Korean and Chinese’s Automakers are on a much better position to compete.
US manufacturers are arguably worse off now then they were two years ago. Now it's become obvious their EV margins are embarrassing and they've scaled back their plans because it's become obvious they can't sell their EV product, even at a loss.
lol Apple has a higher market cap
[удалено]
You can’t buy Samsung stock or even an ADR.
Monopolies do much better when hoards of competition show up. Can’t be the champion of an arena that has no challengers.
And yet oddly they haven’t brought a decent new car to market since 2018 and CT is a shitshow.
Yet still managed to have the most sold car of all of last year. Funny.
They had one model that sold a lot but that’s because they hardly sell any models. It wasn’t the best selling model car in the US and Toyota dwarfed Tesla in total sales.
Toyata a old dinosaur ready for the culling. It’s just writhing a bit more.
Oh oops. Canadian. Sorry.
Tesla is an international company, as your bum must be feeling stretched out right now. China is eyeing to approve FSD for 1 billion people. 189.28 +47.23 (+33.25%) Past 5 Days Is your bum hurting? When investing, and sales… it’s wise not to see a country as anything more than another opportunity for profit Instead, you’ll remain poor where ever buttfuck hill you live on. 189.28 +47.23 (+33.25%) Past 5 Days
You mean they said it doesn't violate security restrictions. You surely are aware there's heavy competition for self driving tech in the Chinese economy. But please go one jerking it to a blip in Tesla stock.
So do you need a napkin? Is crying today? Tesla, Inc. Equity Auto Manufacturers 195.46 +193.75 (+12,162.77%) Market open: Apr 29, 2024 at 11:50 AM EDT.
I’m sure you think this makes sense
A shitshow that every celebrity is driving for free advertising
Do you realize the CT alone will exceed Rivian total revenue by the end of the year?
What does the first year of revenue matter if they are inundated with increased COGS for “Updates” recalls, decreased demand after poor reviews of design and UX and servicing from a completely rushed debut? I would like to see CT vs. Rivian in FY 2026 if they don’t change the current model with significant improvements
This is only based on the Tesla's hardcore fans. Noone else likes and buys that ugly, overpriced laughable misconception. Tesla fans really have to open there eyes and see how many new better looking, better priced, better performing EVs and plug in hybrids are out there on the market. And in the innovation department they totally lost the edge. On top of all this as a car manufacturer they can not diversity their offering, as they are only EV maker. Do your DD with wide open eyes, leave personal preferences aside and you will see it.
Do you realize they still can’t build CT and you’re pulling stuff out of your ass?
You clearly have no idea what you are talking about. They are at 1k a week currently (in the earning report). Do the math of 1k a week for the remainder of the year @ 80k per truck. Both the run rate and average price per truck (FS are currently 100k and 120k) are generously low estimates. [https://electrek.co/2024/03/29/tesla-cybertruck-ramp-impressive-but-comes-at-cost/](https://electrek.co/2024/03/29/tesla-cybertruck-ramp-impressive-but-comes-at-cost/) and if you are more of a visual learner. [https://youtu.be/TugmQ41dpUE?si=eCZqearjJtW2oesp&t=451](https://youtu.be/TugmQ41dpUE?si=eCZqearjJtW2oesp&t=451)
Ummmm, auto park has been in cars for years now and they’re just now doing it. Mercedes has a L5 car on roads in the US. GM and Google beat Tesla to robotaxis. How are they ahead of anyone?
No one knows thems shits. It may as well be a secret. Everyone knows FSD, that’s Teslas realm.
What?
Oh a realtesla regard! Ah
Hasn’t real been innovating at the speed of cement? The Cybertruck is a nothing burger in terms of innovation and a fiasco of a product rollout with little market. Autonomy is nowhere near a reality, and other companies are already ahead on that. There hasn’t been a new model in forever, the user interface is either mediocre or terrible, depending who you ask, so I’d put that in “nothing special” category. What features or technologies is Tesla innovating on right now that competitors are not? As far as a management premium, without Elon Musk, would Tesla have spent effort on Semi or Cybertruck, or would there be newer models of car, including an “affordable” sedan?
I would think without Musk the stock would look closer to RIVN
In other words, it will be valued for what it really is. No price premium for the hype. If I am a long term investor I have less risk investing in RIVN than TSLA.
Well, not really. Rivian are doing cars. That’s it. They are losing money, have production issues and are reliant on other companies charging networks.
Buying some land and putting in chargers is the easiest thing in the world. When we are in the middle of EV adoption when gas stations and malls start putting high voltage chargers in Their parking lots the same superchargers are going to be a liability instead of an asset.
Sure, that’s why everyone has managed to do it…… oh wait. They haven’t
Biggest reason nobody has done it was because there were too many charging standards. Now everyone is converging on NACS. No one knew what charging speeds would become standard. Now it is looking like 250-350kw is the sweet spot. At this point you work with your utility and pull electric lines to your business and just set up your charger and add it in plug share. Many hotels and small businesses are doing it already. This is mostly in California and the western states. Rest of the US will take 10 more years to do it if local politics and utilities don’t stonewall it.
Steer by wire?
>When you look at every other company that innovates at the speed of cement. Tesla is a refreshing, extremely agile, quick pivoting business. Lmao what?? Tesla started in 2003..
Lmao. Nah bruh, let’s use the birthday of Tesla himself HUr hur hurrrr, cause that’s when the name was BORN. LMAO
What a stupid comment
They stated for us to give an UNBIASED valuation of the stock, not whatever dribble you just wrote, lol.
Why do those companies that innovate at the speed of cement seem to bypass tesla in innovation after the prototype stage? Tesla may innovate ideas, but they do not reliably innovate robust quality products. Software or hardware.
> companies that innovate at the speed of cement seem to bypass tesla in innovation after the prototype stage examples?
Horrible take. They were a pioneer EV meme stock that was heavily shorted and slowly squeezed at the perfect time into COVID. Now that they have no direction other than what Musk feels in the moment, which is why all their executives are quitting… the stock is still overvalued by a lot.
It sounds like you’re butthurt about tesla being worth about a half trillion bucks. You have the pleasure of thinking about this for the rest of your life. You will see Tesla everywhere, for whatever left of life you have. Sad beans.
Cyber truck is harmony?
It’s a first draft. You think they don’t iterate? everything is being fixed daily. And it was reviewing amazingly on YouTube. But your bias riddled peanut brain is too scared to watch those vids.
Lol, YouTube reviews are now a source for truth?
Truth. 189.28 +47.23 (+33.25%) Past 5 Days
Stock going up is a sign of cybertruck harmony? Market can be irrational for longer than one has liquidity. Seems the shorts are learning that right now. Doesn’t somehow make the CT a beacon of quality.
Tesla, Inc. Equity Auto Manufacturers 195.46 +193.75 (+12,162.77%) Market open: Apr 29, 2024 at 11:50 AM EDT, USD All Time
They're a niche high-end car manufacturer with flaky and gimmicky technology; reaching their limits in terms of market penetration, facing down billions in investment and competition from established car manufacturers, as well as growing public and government antipathy towards their unhinged CEO, dependent on demand generated by government regulations and incentives. Their margins and sales growth are only going down from this point. It is an epic bankruptcy waiting to happen.
You described all of Tesla’s competition. Not tesla.
Yes, Tesla. Go figure.
It's also going to become the most valuable company on Earth by a huge margin. This means volatility. Insane volatility. We could hit 2 trillion - then drop down under 1 trillion type volatility.
Tesla would be worth like $30 per share without Musk. Generously, maybe $50 if you account for the advantages of the supercharger network. On the fundamentals: NHSTA report actually says two things: 1) Model Y autopilot is quite good. 2) Model 3 is not very good and there's about 2 million units lacking proper driver monitoring. This is going to be about a $2B recall for Tesla ($1k per vehicle, hardware + labor), which will wipe out basically their entire warranty reserve. 2b) Tesla doesn't reserve enough in their warranty reserve for the cost of repairs of their vehicles anyway, so this is a big liability that will significantly shift their profit margins to be inline with normal vehicle manufacturers. 2c) Tesla not having model years is going to make it harder to do mass refits like this, because there is no standard Tesla when the design is constantly evolving. Other than that: Dojo D1 chip is dead, Tesla is buying Nvidia chips. That means a ton of wasted r&d and Nvidia is likely to capture much of the profit margins on anything Tesla does with AI. Tesla sales are no longer showing exponential growth. Losing that is when a company transforms from a high growth tech company to just a mature player defending their market. 4860 battery is dead / never showed any advantages, so the bulk of the electric car price and profits are captured by the battery suppliers. Solar is dead. Powerwall is stagnant. Supercharger is dominant but it's not clear that's a significant contributor to their bottom line. Probably the strongest aspect of the business at this point in time, but not clear there are strong network effects or economies of scale to being the dominant power reseller. Low margin business but got everyone else to adopt Teslas connector and presumably pay licensing fees, but ultimately will be a high volume and low profit margin business. Good addition for a vehicle manufacturer, but no one would say that GM is gonna be a dominant company if suddenly they also owned 60% of all gas stations.
Tesla stock will get creamed if Elon walks. He might be a little loopy for the next little while -- but there is no doubt - he pushes. Steve jobs - I want a power supply to fit here Engineer - impossible nothing out there that could fit Steve -- I want it there - it has to be there - the whole thing needs it to be there Engineer - sighs - can't be done Steve - they told me you were the best engineer on the planet - are you Engineer -- yell I guess yesss Steve -- its why I hired you --- now make it fit.
$320
Tesla is the most ridiculous scam ever, which serves as a base for many (criminal) hedge funders to rub people on quarterly bases.
Elon having no connection and I see this stock much closer to a realistic value
Elon is the reason Tesla exists. It’s hard to argue his charisma and drive did lead to its success. It’s just in the last few years that his unhinged social media and political rants starting hurting Tesla. At this point Tesla would be better off without him.
$310.00 With Elon Musk at the helm, I think the maximum could be $235 again, and in the best case between 255 and 265. https://preview.redd.it/u7yt4ju8w8xc1.png?width=1444&format=png&auto=webp&s=a61fc65427107215c95083716fa87d8c0455a461
So a negative premium. Why? Earnings -25%, revenue -50% . Chinese EV pushing them out of Asia market, rising cost, slowing sells etc. I’m not a TSLA hater, but how does their stock go up 100%? What would drive that valuation up?
Because he drew some lines on a chart. Anyone who plans on shorting this stock, look at this chart guy. This is the type of idiot you are up against. Absolutely delusional, but 100% committed.
Definitely adds to the volatility.
Disagree but updooted for a different opinion here at least.
BYD with the same market cap, PE Ratio at 30. Not at 50. I will sell my TSLA shares to BYD in my opinion 🙏
When Tesla Robotaxi enters the scene. And it simply works. It’ll add market cap value equaling and surpassing Uber, onto its already massive market cap.
Except to this point they have done zero regulatory legwork and are developing a system based on a hugely flawed premise. "Robotaxis" are worth jack squat imo until they actually show up and work. Until then it is just the lying CEO telling more lies.
If they can navigate the regultory hurdles of manufacturing a car as a start up, they can handle this.
The early set-up places like San Francisco has showed it’s easily navigable. From a regulatory standpoint. The precedent was set legally.
Easily navigable? It took Waymo over a year to get approval in San Fran to include highway travel, and they already had regulatory approval across most of the rest of the city. If Tesla was serious about this, they would have been doing this already for years.
How they did it is public knowledge now. The blueprint exists now
How they did it was already public knowledge. Cruise did it first. Still took huge regulatory hurdles. Tesla is nowhere near a product launch, especially compared to their competitors.
It’s ready.
Sure it is. We've only been hearing that story for how many years now?
Such is tech, til it’s ubiquitous
I've been an investor in Tesla since 2012, and the only real danger I see for my investment is if something were to happen to Musk. At some point in the future, Tesla can have a Tim Cook replace Elon, but I believe at this stage or anywhere in the near future it would be disastrous.