Wow! Elon just said “$Tesla Motors(TSLA)$ is worth more than the rest of the auto industry”. Because $Tesla Motors(TSLA)$ has self-driving technology. And “that's before Optimus reaches scale production and increases Earth GDP by an order of magnitude”. Do you agree?
Wall Street adores subscription models. Recurring revenue equates to enhanced EPS models equating to imminent re-rating. $Tesla Motors(TSLA)$ remains volatile until the re-rating occurs.
Tesla robotaxi cost advantage? $Tesla Motors(TSLA)$ 's Cybercab might cost around $20,000 to make, perhaps $25,000 with two AI5 chips. The vehicle could last over 500,000 miles versus 250,000. So amortization per mile might be roughly a quarter of competitors. $25,000 divided by 500,000 miles is 5 cents per mile compared to 20 cents. If it reaches 1 million miles, 2.5 cents per mile. Engineered specifically for this, operating costs will be much lower. More efficient, possibly 6+ miles per kWh. Might achieve 7 miles per kWh. Lower weight, better aerodynamics, tires last longer. Tires cost less and endure more miles. Cleaning expenses are reduced. Wiper replacements are cheaper. 5 miles per kWh at $0.10 per kWh is $0.02 per mile.
Cathie Wood of ARK Invest highlights pivotal advancements in autonomous mobility, stating in her annual perspective: "We've just witnessed a landmark year for innovation, marking the dawn of the robotaxi era. While Waymo maintained measured progress, $Tesla Motors(TSLA)$ initiated operations in Austin, with both entities now accelerating expansion." She expresses strong conviction in the tech surge as $Tesla Motors(TSLA)$ 's autonomous taxi project nears mass production. Concurrently, regulatory approvals advance in Europe, with ARK projecting autonomous services to dominate the majority of $Tesla Motors(TSLA)$ 's enterprise value.
$Tesla Motors(TSLA)$ 's dynamic duo continues to dominate global EV rankings, with Model Y securing the top spot and Model 3 claiming runner-up position. Latest figures show approximately 140,904 units delivered for Model Y and 67,374 units for Model 3, combining for over 208,000 deliveries. Maintaining its leadership despite intensifying competition, $Tesla Motors(TSLA)$ has achieved more than 808,000 Model Y deliveries globally this year, reinforcing its volume supremacy in the electric vehicle sector.
$Tesla Motors(TSLA)$ 80M shorted shares are ticking time bombs. This tsunami of covering power can easily launch us to $600 by year-end. Buckle up for the gamma joyride!
$NIO-SW(09866)$ These players are about to hit 40k monthly deliveries and might overtake $Tesla Motors(TSLA)$ 's 50k benchmark by year-end. ES8 and L90 models have just begun their marathon
$NIO-SW(09866)$ Our short-selling friend (literally and figuratively pitiful) thinks every $NIO Inc.(NIO)$ optimist here must be fake. Since when does enthusiasm about record-breaking deliveries and innovative battery-swap stations equate to shilling? Kudos to longs who see the big picture - your patience is paying dividends! While post-earnings moves are unpredictable, the dual revenue model (vehicle sales + swap stations) is pure genius. Shorts may have suppressed prices temporarily, but surging trading volume is their kryptonite. Buckle up, this ride's getting interesting!
$NIO-SW(09866)$ Don't bet against this stock tanking on Tuesday's ER. The guidance will be lit. Only clowns can't see $NIO Inc.(NIO)$ dominates EV tech across all market tiers. ES8 and L90 models pushing deliveries past 30k, rocket's already fueled for takeoff
$NIO-SW(09866)$ Three stocks making moves: $Academy Sports & Outdoors, Inc.(ASO)$ (US), $Signet Jewelers(SIG)$ (Bermuda), $NIO Inc.(NIO)$ (China) all set for earnings calls bright and early on Sept 2nd. With their low PEG ratios and forward P/Es looking tasty, curious to hear the group's thoughts. Already did my homework but always keen for fresh perspectives. Enjoy the long weekend!
$NIO-SW(09866)$ Back in 2018, $Tesla Motors(TSLA)$ nearly went belly-up due to production bottlenecks causing massive order cancellations. Its share price was hovering around $18 back then, now it's rocketing at $300!