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$Tesla Motors(TSLA)$
USDA found no violations at UC Davis or Neuralink “just shows you how weak the Animal Welfare Act is... Neuralink is guilty based on unproven allegations and in what activists believe the standard should be. While their objectives are laudable they should be confusing USDA to strengthen legislative that it affects more than just Neuralink
The Elon Musk Neuralink animal cruelty allegations, explained
$SoFi Technologies Inc.(SOFI)$[Cry] [Cry] [Cry] [Angry] [Angry] [Angry] [Spurting] [Spurting] [Spurting]
Tesla is already as profitable add both gm and Ford combined. Fcf is growing rapidly. Tesla had been reducing debt. Both gm and Ford still have massive debt and have to take on more to ramp ev production. Agree there's a need to be vigilant and do due diligence. There's downside but s but it won't be only affects Tesla.
How Much Downside Does Tesla Have?
What's overlooked are the plans to double capacity at Shanghai and expanding Fremont. Also possible announcement of new gigafactory around year end. Lots of announcements made the past year with battery manufacturers Panasonic, Catl and maybe byd to make batteries for TSLA an long term contact with suppliers for battery material.TSLA have been underestimated and undervalued for lot of things. Not perfect but a lot better than competition.
Tesla May Be Reaching Critical Point
All those mentioned in a the article are struggling to scale. And burning cash simultaneously. Lucid had cut production target last year several times to 7000. Tesla has competitors but not then, not right now. The basic premise of the article is wrong. As ev market grows Tesla market share will shrink. Tesla is making more money now with reduced market share thang when it dominated the market. Investors should look at the big picture rather than focus narrowly.
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$Tesla Motors(TSLA)$
It's not only Tesla that's raising prices. Supply constraints affect all car manufacturers which just to increased costs. For batteries cobalt and nickel prices are gone up. Orders for tesla have gone up even with price increases. Delivery times in us for dinner variations are not in 2023!Disguised prices for legacy auto in US - dealer markup. Legacy auto buyers have to pay high markups for their cars due to reduced production resulting from chip shortages.
Tesla’s Affordability Problem
It'll be worse for competitors regardless legacy or pure ev. Most have low margin and ant price cuts will be more devastating to their bottom line. Especially in high interest environment as they also have high debts. Not perfect for Tesla but early signs anyway show positive demand assist the price cuts. Not so straight forward.
Tesla's Price Cuts Signal Major Demand Problems
Tesla makes more money for each car. No worry about declining ice car revenue, high depreciation for ice factories while spending huge money to retrain workforce, r&d on batteries, fsd and software, building new factories, supply chains etc.
How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years
$Tesla Motors(TSLA)$Berlin is good to go.BREAKING: Yesterday was a huge day for Tesla Giga Berlin. Tesla officially received their operating permit. This now officially enables them to start production & to deliver cars to customers! 🥳The more than 200 things Tesla needed to show officials are now complete - Source https://t.co/36KGzbNTwZ
$Tesla Motors(TSLA)$2 big risks are Tesla accidents and competition.So far they're mostly due to driver issues rather than fsd. Hope this investigation put safety concerns behind. They r safer than other fsd Competition is good. TSLA will innovate more. TAM is too big for TSLA alone. What matters is high profile for each car manufactured.
$SoFi Technologies Inc.(SOFI)$
NVDA, Google, Microsoft - AI is still on the up curve. globally companies must take ai on board or potentially face extinction. palantir is the upstart that's do well.
$Tesla Motors(TSLA)$ competition is coming this has been repeated for years. We need to rethink what competition is. It's not about selling the most Bev cars but a war to sell the most cases period. Other ev can still thrive as Tesla can't make enough cars for the market. https://www.teslarati.com/tesla-competition-myths-debunked/
Absolutely there's macros risks still in play. Which stock is immune? Price went up due to opening of giga Berlin. Texas is following in April. TSLA is growing at 70-80% year and possibly more in near future. Long term TSLA is going for 20 million capacity in 10 years. Do the maths. Not talking about fsd, insurance, ai bot, robotaxi. Tsla is volatile and that's unlikely to change.
Tesla in Right Place at Right Time as Stock Investors Look Past Risk
$NIO Inc.(09866)$what's the number of shares per lot?
$NVIDIA Corp(NVDA)$ nvda is a behemoth in ai space. Anyone wanting to get into ai in a big way needs NVDA. The ai had just been. Barring black swan event, revenue will continue to grow.
Still way overpriced. CEO has history of bold claims which aren't met. Polestar is much better with 29k actual cars in 2021 with much higher revenue and much lower market cap. They'll continue to burn cash for another few years. It's wait and see if price becomes reasonable.
Why Lucid Stock Is a ‘Wait-and-See’ Investment Right Now
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