TESLA

[Swala]

  'And if the smoke gets too thick, then 'push the joystick' and 'up you go'. 

Could be in trouble there, I think you'll find the opposite applies!




[/quote]

[Red Baron]

'And if the smoke gets too thick, then 'push the joystick' and 'up you go'. 

Could be in trouble there, I think you'll find the opposite applies!

Damn eet!  Eeez zat vhy I crashed?

RB

[Onemootpoint]

Tesla jumped 10% plus the past few days most likely on a reaction to its upgrade by Morgan Stanley highlighting those magic letters.... AI.

[kiwi2007]

Tesla jumped 10% plus the past few days most likely on a reaction to its upgrade by Morgan Stanley highlighting those magic letters.... AI.

   Ark Invest thinks robotaxis could add $613bn in revenue by 2027. This is nearly eight times more than the company reported last year. RBC predicts $871bn in possible robotaxi revenue. Morgan Stanley takes this further by suggesting that supercomputer project Dojo could add $10tn to the company's total addressable market. As a result, Tesla's share price rose 10 per cent on Monday.

Exuberant value forecasts invite ridicule. But if Tesla's plans succeed, it would create a moat rivals cannot cross.  Lex - FT.

[KW]

Ark Invest thinks robotaxis could add $613bn in revenue by 2027. This is nearly eight times more than the company reported last year. RBC predicts $871bn in possible robotaxi revenue. Morgan Stanley takes this further by suggesting that supercomputer project Dojo could add $10tn to the company's total addressable market. As a result, Tesla's share price rose 10 per cent on Monday.

Exuberant value forecasts invite ridicule. But if Tesla's plans succeed, it would create a moat rivals cannot cross.  Lex - FT.

Musk has always been clear that he sees the future of cars as not being about personal ownership, but that people will switch to using corporate fleets of cars as a form of public transportation, ie. you simply hail one when you need one.  Once you remove the driver from the equation, ride hailing becomes an incredibly cheap form of transport.  Low EV running costs, no wages cost, lower insurance costs (because human drivers are worse than computers), no parking costs.  From a community perspective, eliminating personal cars opens up a lot of space currently used for parking to be repurposed.  

[BlackPeter]

Interesting share trend: Down from a hype peak of over $400 to well below $200 (well, $167) und just publishing another extremely disappointing result.

Shareholders better rush - it might become harder to find a greater fool.

While I don't know, whether Tesla will survive ... if we compare its current PE with world market competitors - its share might be currently worth closer to $17 (which would be a PE of 7) instead of $166. Lots of space for further drops ... 

[BlackPeter]

Looks like The Wall Street Journal is reading this thread as well - wondering whether they used it as inspiration for their latest article about Tesla:

https://www.wsj.com/business/autos/tesla-sales-decline-elon-musk-20613265

(probably paywalled);

[Waltzing]

Very difficult for TSL to bet the China EV government supported industry as the China EV's simply have more models that are cheaper .

[BlackPeter]

Very difficult for TSL to bet the China EV government supported industry as the China EV's simply have more models that are cheaper .

Yes, BYD took over from Tesla and Tesla lost the race, and its chair is too busy turning the US of A into a banana republic. So - I guess we can take Tesla as a prototype for the train accident happening currently with the US.

But hey, Tesla's have been hype fueled, but never good anyway - and anybody still holding Tesla shares deserves it. Somebody must pay, and who better than the idiots who did fund Musk in the first place?

https://www.nytimes.com/2025/02/20/business/elon-musk-tesla-trump.html

(paywalled, but I think 10 articles per month are free after registration)

[Waltzing]

its official CNBC this morning its a BUYERS STRIKE...

its been described to the likes of film furious bueller's day off....

 

[Waltzing]

Looks like sales in Germany Evil E cars just dropped 76 percent.... cant be true but that news went across one our server big curved games screen today...

[BlackPeter]

Tesla down 50% from ATH.

https://www.theguardian.com/business/live/2025/mar/10/china-retaliatory-tariffs-us-farm-goods-trade-war-recession-stock-markets-business-live-news

But no worries, this is just the beginning. Trumpflation and Trumpcession causes hype-deflation. The MAGA bubble starts to break.

[BlackPeter]

BYD is even cooler than Tesla ... and they just started.

https://edition.cnn.com/2025/03/26/cars/china-byd-profile-tesla-rival-intl-hnk/index.html

but hey, how could any company run by an moron like Elon be cool?