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

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

#51
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…

there was a rush to buy electric cars in the US for as long as the $7500 incentive was in place, so the Q3 2025 number if inflated; it's a pull forward effect.

Sales have been flat for 3 years and the delivery numbers in Europe are catastrophic

on a fully diluted basis, the market cap is above $1.6tn, so at a PE of 20, they'd have to generate something like $80bn in profit per year - hard to do in an industry that is as brutally competitive and low margin as passenger cars.

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

#52
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.

If you want to understand how Tesla bulls pump the stock, check out any of the numerous videos of Dan Ives you will find on YouTube. He is regularly invited on CNBC and other financial new media as well as on financial blogs/vlogs. Here is one recent video: https://www.youtube.com/watch?v=ecLsZ4bkW6Q

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

#53
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…

That the stock has gone up a lot does not mean it will continue going up.

On the contrary, Teslas remarkably high stock price means it's less likely to go up and a big correction is more likely.

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

#54
post #32

Earlier quoted context omitted.

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

Short it then

Timing shorts is one of the hardest problems in human history.

It doesn't mean that Tesla stock won't crash unless it actually delivers a Holy Grail. Which is supremely unlikely

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

#55
post #32

Earlier quoted context omitted.

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

Short it then

> Short it then

Just because stock is trading on memes, doesn't mean it can't keep doing so well past your solvency to short it...

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

#56
post #49

Earlier quoted context omitted.

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

For comparison, GM brought in $1.3B on $48B.

and Tesla is valued at over 21x more than GM

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

#57
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.

> The future of electrification is at risk because the market chose to bet on TSLA

It really isn't. BYD is progressively becoming ubiquitous here (large South America city)

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

#59
post #32

Earlier quoted context omitted.

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

Short it then

> stock value isn't rooted in reality

> "Short it then"

I can smell your personal finance through the screen.

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

#60
post #33

i don't understand americans, two years ago i wanted a tesla, now i want a byd, you've let down the only american company competing against the chinese, all because of trump and politics

Americans? Elon Musk is one person. He might be the richest person in the world but he doesn't represent us.
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