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Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

electrek.co

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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#31

Post by himinlomax »

nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

The promise of self driving is what's driving Tesla stock.

Two things can happen:

The dream is a bust, and Tesla is worthless.

Or the dream pans out, and almost all other car companies are worth a lot less.

Unless you absolutely want to believe that either self driving is impossible, or Tesla is uniquely unable to achieve it, the valuation is not entirely unwarranted.

Put shortly, Tesla is not a car company, it's a bet on self-driving cars.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#32

Post by nxm »

magic_man wrote: post #13
nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

I don't think Tesla stock has traded on fundamentals for a while.

Short it then

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#34

Post by elAhmo »

andsoitis wrote: post #21
nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…

> High valuation reflects investor expectations of growth and future tech upside.

Yeah, sure.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#35

Post by elAhmo »

magic_man wrote: post #13
nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

I don't think Tesla stock has traded on fundamentals for a while.

Of course it hasn't, it is a cult of personality.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#36

Post by nxm »

coliveira wrote: post #24
manoDev wrote: post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

They essentially gave away the market to Chinese companies, while at the same time complaining that China is "stealing" something.

Why didn’t the Europeans come out on top?

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#37

Post by fsh »

andsoitis wrote: post #21
nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…

Tesla is probably the only EV maker with declining sales for the last two years. Quite a feat in a booming market, and remarkable considering that the stock already has a few orders of magnitude of growth priced in.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#38

Post by pretzellogician »

andsoitis wrote: post #21
nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…

Q3'25 was a known blip due to the rush to get the $7500 U.S. tax break, which IIRC, even Elon noted.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#39

Post by AnimalMuppet »

andsoitis wrote: post #21
nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…

1.5B net on $100B revenue is not great. 1.5%? If that's not struggling, it's uncomfortably close.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#40

Post by yieldcrv »

manoDev wrote: post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

I disagree on that, just growing pains in the US
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