Investors conclude that Tesla is a carmaker, not a tech firm
1–10 of 463 posts
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#2... at least until interest rates go down again
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#3Cathie Wood is not going to like this. I think her bear case is TSLA is a $7T company by 2026. I can’t say I agree with her.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#4I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers.
The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#5In 2021, Tesla pivoted to become the leading AI/Robotics company in the world. They had an investor day with a robot and everything.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#6What did Elon do to make Tesla earn so much money that the original founders couldnt do? Is it just about debt loans needed?
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#7I'm not sure you can say that when the market cap is still 10x car companies that deliver orders of magnitude more cars than them. Even a high growth car company wouldn't justify that valuation.
No, Tesla is still very overpriced for a car company based on hype.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#8Why are Rivian and Lucid stocks also getting hammered? All 3 seem to move together. Feels more like EV stocks being dumped.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#9In 2021, Tesla pivoted to become the leading AI/Robotics company in the world. They had an investor day with a robot and everything.
Did they really pivot or is this just Elon Musk's usual smokes and mirrors bullshit to distract people from other issues?
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#10They're definitely still a tech firm, just one that consistently misses promised release/delivery dates by 2-3 years
Any other company that would miss release dates as much as Tesla does would have crashed by 90% by now