AARON Y personal page - To The Moon

AARON Y

No personal profile

13Follow

2Followers

3Topic

0Badge

2023-01-04

Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power & technology competition) with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]

Tesla's 2023 Path Forward: Scarcity Value Should Last

2022-12-25

Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do & keep doing it.

Sorry, the original content has been removed

2022-10-12

Its really Awesome!!![Heart]

Tesla Is A Bargain With Optimus And Recent Events

2022-07-26

May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..

2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030

2022-07-07

Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance] Tq...

ProShares UltraPro QQQ (TQQQ) Short Interest Up 20.9% in June

2022-06-22

Excellent!!👍

Should You Buy Tesla Now or Wait Until After the Stock Split?

2022-06-20

How bout any opinion Nio vs XPEV?Tq

Better EV Stock to Buy: Rivian vs. Nio

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4097757447233310","uuid":"4097757447233310","gmtCreate":1635331388819,"gmtModify":1635331388819,"name":"AARON Y","pinyin":"aaronyaarony","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":13,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.13","exceedPercentage":"60.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9950443461,"gmtCreate":1672821072253,"gmtModify":1676538742441,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power &amp; technology competition)&nbsp;with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]&nbsp;","listText":"Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power &amp; technology competition)&nbsp;with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]&nbsp;","text":"Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power & technology competition) with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950443461","repostId":"2300615514","repostType":4,"repost":{"id":"2300615514","kind":"highlight","pubTimestamp":1672814319,"share":"https://ttm.financial/m/news/2300615514?lang=&edition=fundamental","pubTime":"2023-01-04 14:38","market":"us","language":"en","title":"Tesla's 2023 Path Forward: Scarcity Value Should Last","url":"https://stock-news.laohu8.com/highlight/detail?id=2300615514","media":"Seekingalpha","summary":"SummaryTesla, Inc.'s scarcity value should last, as it continues to lead the world's transition to r","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla, Inc.&#39;s scarcity value should last, as it continues to lead the world&#39;s transition to renewable energy.</li><li>Tesla&#39;s production capacity and consumer demand remain strong, especially in China.</li><li>In spite of various uncertainties, investors might want to closely follow Tesla and seize buying opportunities around $100-$110.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> generates revenue from two segments: automotive, and energy generation and storage. Its automotive offerings include Model 3, Model Y, Model S, Model X, and its future Electric Vehicles including Cybertruck, 2023 New Tesla Roadster, and Tesla Semi. Its energy generation and storage products include Solar Roof, Solar Panel, Powerwall, and Megapack. Tesla&#39;s founder is Elon Musk, the most talked-about entrepreneur in the world. He also has co-founded/founded/acquired the following companies.</p><ol><li>Zip2, sold to Compaq for $307MM in 1999</li><li>X.com, later known as <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>, and bought by <a href=\"https://laohu8.com/S/EBAY\">eBay</a> for $1.5B in 2002</li><li>Space Exploration Technologies (SpaceX), founded in 2002</li><li>The Boring Company, founded in 2016</li><li>Neuralink, founded in 2016</li><li>SolarCity, acquired into Tesla Energy in 2016</li><li>Twitter, purchased in 2022</li></ol><p>TSLA has been a legend for several years, and only became concerning in the last 12 months (52-week high price $403, and 52-week low $108) driven by numerous issues resulted from Elon Musk&#39;s recent acquisition of Twitter and the overall economic environment hit in terms of demand, production, and supply chain.</p><p><img src=\"https://static.tigerbbs.com/b8cd78af198d7ca9feaecb34fb5a0d4c\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>We do not know how long it may take Elon Musk to get a new Twitter CEO onboard, and how much dedication Elon Musk will have for Tesla while taking care of his other businesses. We would just focus on the knowns to discuss a couple of things investors are currently worried about.</p><h2><b>Tesla&#39;s Scarcity Value</b></h2><p>Admittedly, Tesla is not dominating the electric vehicle (&#34;EV&#34;) space anymore, as the whole industry is going electric. According to TridensTechnology.com, Tesla now has many rivals.</p><p><img src=\"https://static.tigerbbs.com/4d661e46cafb333e90e4d26873974ff0\" tg-width=\"640\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>tridenstechnology.com</p><p>However, I am still positive about Tesla&#39;s scarcity value. Tesla is leading the world&#39;s transition to sustainable energy, and it has been pushing the boundaries of technology in many ways. Elon Musk himself has been able to prove his exceptional innovation blood in his other businesses. I think technologies such as Full-Self Driving (FSD), Humanoid AI automaton (Optimus), and AIaaS (Dojo) will enable Tesla to continue its mission.</p><p>Its upcoming models also appear exciting. For example, according to Teslarati.com, “Tesla Semi outperforms both diesel and electric truck competition, according to a new specification analysis” (see the following figure). Its first 100 vehicles will go to PepsiCo (PEP) before mass production in 2023.</p><p>I think Tesla will continue to lead this space by bringing in more renewable energy products and solutions to consumers and enterprises. Its scarcity value will last, considering both Tesla&#39;s leading position and Elon Musk&#39;s relentless drive in disruptive technology.</p><p><img src=\"https://static.tigerbbs.com/5be80a99769d4fcc4c336fe6cea806c3\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>teslarati.com</p><p><img src=\"https://static.tigerbbs.com/327f7e56d9755015f45dec2ef2d6b528\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Tesla website</p><h2><b>Tesla&#39;s Production Capacity and Consumer Demand</b></h2><p>Tesla continued to miss Wall Street expectation on delivery in Q4-22, although it hit a new watermark of 405,278 for quarterly results. Its FY22 vehicle deliveries grew 40% YoY to 1.31 million, while production grew 47% YoY to 1.37 million.</p><p>To be honest I would never bother about this miss for a company achieving 40% volume growth in this macro environment. Tesla owns factories across the U.S., China, and EU, and five factories are in production. Its demand is stronger than supply, but landing fairly close with supply. This is pretty positive, and even more if we dive into China market specifically (given it now accounts for over one third of Tesla&#39;s global sales).</p><p><img src=\"https://static.tigerbbs.com/20f8fd3b46579a9075e3a705716d6e56\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p>In my opinion, Tesla&#39;s growth from China for both production and sales perspectives will materially help with Tesla&#39;s performance in 2023. According to InsideEVs, Tesla&#39;s Shanghai Gigafactory delivered 100,291 electric vehicles in November, +90% YoY. Assuming this growth momentum to continue, I would have less worry about Tesla&#39;s production capacity in 2023. In terms of demand, admittedly Tesla faces some competition from a few Chinese and Global players, especially BYD Auto in China.</p><p>However, there are two things that could alleviate some of the concerns. First, China has a much stronger push in EV transition (e.g., traffic restriction for all gasoline cars but not EVs in many cities, registration limitations for all gasoline cars via lottery or over $10k auction price). A $30ish thousand Tesla Model 3 (after price cut) is undoubtedly a sought-after option for many households in China.</p><p>Second, competition from top-selling Chinese brands may not necessarily be a threat to Tesla, considering different brands serve different segments of customers. The Chinese market is big enough for multiple brands to co-exist. As shown in the following figures, EV Sales in China almost tripled in 2022 vs 2021, and BEV (battery electric vehicle) penetration in China is below 20% in 2022 (doubled vs 2021) as compared to 70%-80% in Norway.</p><p><img src=\"https://static.tigerbbs.com/c53aa823b401cd7a977cdb32f5cfeb03\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"/></p><p>e-vehicleinfo.com<img src=\"https://static.tigerbbs.com/ee50cbc7f6abe6c38830c566ed1798f6\" tg-width=\"640\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p>e-vehicleinfo.com</p><h2><b>Conclusion</b></h2><p>Despite uncertainties around Elon Musk&#39;s dedication as Tesla&#39;s CEO, potentially more Tesla shares being sold, and Twitter&#39;s CEO search, I expect Tesla to deliver strong performance in 2023. Investors might want to closely follow Tesla and seize buying opportunities around $100-$110.</p><p>In my next article, I will focus on Tesla&#39;s profitability outlook, as well as its intrinsic value and multiple-based valuation.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's 2023 Path Forward: Scarcity Value Should Last</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's 2023 Path Forward: Scarcity Value Should Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 14:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567549-teslas-2023-path-forward><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s scarcity value should last, as it continues to lead the world's transition to renewable energy.Tesla's production capacity and consumer demand remain strong, especially in China....</p>\n\n<a href=\"https://seekingalpha.com/article/4567549-teslas-2023-path-forward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4567549-teslas-2023-path-forward","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2300615514","content_text":"SummaryTesla, Inc.'s scarcity value should last, as it continues to lead the world's transition to renewable energy.Tesla's production capacity and consumer demand remain strong, especially in China.In spite of various uncertainties, investors might want to closely follow Tesla and seize buying opportunities around $100-$110.Tesla, Inc. generates revenue from two segments: automotive, and energy generation and storage. Its automotive offerings include Model 3, Model Y, Model S, Model X, and its future Electric Vehicles including Cybertruck, 2023 New Tesla Roadster, and Tesla Semi. Its energy generation and storage products include Solar Roof, Solar Panel, Powerwall, and Megapack. Tesla's founder is Elon Musk, the most talked-about entrepreneur in the world. He also has co-founded/founded/acquired the following companies.Zip2, sold to Compaq for $307MM in 1999X.com, later known as PayPal, and bought by eBay for $1.5B in 2002Space Exploration Technologies (SpaceX), founded in 2002The Boring Company, founded in 2016Neuralink, founded in 2016SolarCity, acquired into Tesla Energy in 2016Twitter, purchased in 2022TSLA has been a legend for several years, and only became concerning in the last 12 months (52-week high price $403, and 52-week low $108) driven by numerous issues resulted from Elon Musk's recent acquisition of Twitter and the overall economic environment hit in terms of demand, production, and supply chain.Yahoo FinanceWe do not know how long it may take Elon Musk to get a new Twitter CEO onboard, and how much dedication Elon Musk will have for Tesla while taking care of his other businesses. We would just focus on the knowns to discuss a couple of things investors are currently worried about.Tesla's Scarcity ValueAdmittedly, Tesla is not dominating the electric vehicle (\"EV\") space anymore, as the whole industry is going electric. According to TridensTechnology.com, Tesla now has many rivals.tridenstechnology.comHowever, I am still positive about Tesla's scarcity value. Tesla is leading the world's transition to sustainable energy, and it has been pushing the boundaries of technology in many ways. Elon Musk himself has been able to prove his exceptional innovation blood in his other businesses. I think technologies such as Full-Self Driving (FSD), Humanoid AI automaton (Optimus), and AIaaS (Dojo) will enable Tesla to continue its mission.Its upcoming models also appear exciting. For example, according to Teslarati.com, “Tesla Semi outperforms both diesel and electric truck competition, according to a new specification analysis” (see the following figure). Its first 100 vehicles will go to PepsiCo (PEP) before mass production in 2023.I think Tesla will continue to lead this space by bringing in more renewable energy products and solutions to consumers and enterprises. Its scarcity value will last, considering both Tesla's leading position and Elon Musk's relentless drive in disruptive technology.teslarati.comTesla websiteTesla's Production Capacity and Consumer DemandTesla continued to miss Wall Street expectation on delivery in Q4-22, although it hit a new watermark of 405,278 for quarterly results. Its FY22 vehicle deliveries grew 40% YoY to 1.31 million, while production grew 47% YoY to 1.37 million.To be honest I would never bother about this miss for a company achieving 40% volume growth in this macro environment. Tesla owns factories across the U.S., China, and EU, and five factories are in production. Its demand is stronger than supply, but landing fairly close with supply. This is pretty positive, and even more if we dive into China market specifically (given it now accounts for over one third of Tesla's global sales).Company dataIn my opinion, Tesla's growth from China for both production and sales perspectives will materially help with Tesla's performance in 2023. According to InsideEVs, Tesla's Shanghai Gigafactory delivered 100,291 electric vehicles in November, +90% YoY. Assuming this growth momentum to continue, I would have less worry about Tesla's production capacity in 2023. In terms of demand, admittedly Tesla faces some competition from a few Chinese and Global players, especially BYD Auto in China.However, there are two things that could alleviate some of the concerns. First, China has a much stronger push in EV transition (e.g., traffic restriction for all gasoline cars but not EVs in many cities, registration limitations for all gasoline cars via lottery or over $10k auction price). A $30ish thousand Tesla Model 3 (after price cut) is undoubtedly a sought-after option for many households in China.Second, competition from top-selling Chinese brands may not necessarily be a threat to Tesla, considering different brands serve different segments of customers. The Chinese market is big enough for multiple brands to co-exist. As shown in the following figures, EV Sales in China almost tripled in 2022 vs 2021, and BEV (battery electric vehicle) penetration in China is below 20% in 2022 (doubled vs 2021) as compared to 70%-80% in Norway.e-vehicleinfo.come-vehicleinfo.comConclusionDespite uncertainties around Elon Musk's dedication as Tesla's CEO, potentially more Tesla shares being sold, and Twitter's CEO search, I expect Tesla to deliver strong performance in 2023. Investors might want to closely follow Tesla and seize buying opportunities around $100-$110.In my next article, I will focus on Tesla's profitability outlook, as well as its intrinsic value and multiple-based valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925133253,"gmtCreate":1671947573173,"gmtModify":1676538614488,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do &amp; keep doing it.&nbsp;","listText":"Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do &amp; keep doing it.&nbsp;","text":"Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do & keep doing it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925133253","repostId":"1166231105","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917657472,"gmtCreate":1665512425197,"gmtModify":1676537618593,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Its really Awesome!!![Heart]&nbsp;","listText":"Its really Awesome!!![Heart]&nbsp;","text":"Its really Awesome!!![Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917657472","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","kind":"news","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909116101,"gmtCreate":1658830410003,"gmtModify":1676536213908,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..","listText":"May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..","text":"May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909116101","repostId":"2254838622","repostType":2,"repost":{"id":"2254838622","kind":"highlight","pubTimestamp":1658793493,"share":"https://ttm.financial/m/news/2254838622?lang=&edition=fundamental","pubTime":"2022-07-26 07:58","market":"us","language":"en","title":"2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2254838622","media":"Motley Fool","summary":"These companies have made investors millionaires in the past, and they could do so again.","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> has delivered impressive annual average returns over the past decade and investors should consider using this year&#39;s sharp stock market decline as an opportunity to add some great companies to their portfolios at attractive valuations. <b>Nvidia</b> and <b>Applied Materials</b> are two such companies that are worth buying now.</p><p>Both tech stocks have generated healthy returns for investors over the past several years. A $100,000 investment in Applied Materials at the beginning of 2014 was worth roughly $1 million at the end of 2021, assuming the dividends were reinvested. Nvidia, on the other hand, generated much bigger returns, turning $100,000 into roughly $7.8 million over the same period.</p><p>The growth drivers that these companies are sitting on could help them deliver such eye-popping returns over the next eight years as well. Let&#39;s see why Nvidia and Applied Materials have the potential to make more investors into millionaires by 2030.</p><h2>1. Nvidia</h2><p>Nvidia stock is up 20% so far this month, but shares of the graphics card specialist are still down 40% for the year. Investors who have been waiting to buy this tech stock may want to act while Nvidia&#39;s valuation is still at a relatively attractive level.</p><p>The chipmaker is trading at 47 times trailing earnings and 33 times forward earnings estimates. Those multiples represent a discount to its five-year average price-to-earnings ratio of 58. The stock is tempting because the company is sitting on bigger catalysts as compared to 2014.</p><p>The company reported $4.1 billion in revenue in fiscal 2014, which ended on Jan. 26, 2014, when it was mainly known for selling graphics cards for powering personal computers (PCs). Nvidia had started making moves in the data center market at that time, and that has paid off handsomely over the years.</p><p>In the year ended Jan. 30, 2022, the company reported revenue of $26.9 billion, with the data center business producing $10.6 billion of the total</p><p>The good part is that the data center business isn&#39;t done growing yet. Sales of data center accelerators such as CPUs (central processing units), GPUs (graphics processing units), and DPUs (data processing units) are expected to grow at 40% a year through 2030, generating nearly $156 billion in annual revenue at the end of the forecast period.</p><p>Nvidia is well placed to take advantage of this massive opportunity thanks to its solid market share in data center GPUs. More importantly, the company is all set to expand its addressable market in data centers when it enters the server processor market with its Grace CPUs next year, which have already been selected by several customers for deployment from the first half of 2023.</p><p>The data center market alone could turn out to be a massive tailwind for Nvidia through 2030 and give its top and bottom lines a big boost. Analysts are expecting the company&#39;s earnings to grow at an annual pace of 23% for the next five years, but it won&#39;t be surprising to see it clock faster growth for a longer time, thanks to opportunities in the data center and other emerging areas. The stock could rocket over the next eight years.</p><h2>2. Applied Materials</h2><p>Semiconductor stocks have taken a beating in 2022, with the <b>PHLX Semiconductor Sector</b> index down 27% so far this year. However, the demand for chips remains healthy thanks to the growing usage of chips in several applications ranging from smartphones to data centers to gaming consoles to cars and even factories.</p><p>Market research firm IDC forecasts a 13.7% increase in semiconductor sales this year to $661 billion. That&#39;s significantly higher than the industry&#39;s 2013 revenue of $305 billion. The semiconductor industry is expected to generate $1 trillion in annual revenue by 2030, according to McKinsey. Other third-party estimates peg the size of the semiconductor market at $1.2 trillion by 2030.</p><p>As such, the demand for the semiconductor manufacturing equipment that Applied Materials sells should remain strong in the long run. The company is already benefiting from a spike in capital spending by chipmakers, as evident from the 16% year-over-year increase in its revenue in the first six months of fiscal 2022, which started in November.</p><p>Analysts are upbeat about the company&#39;s prospects and expect its earnings to increase at a compound annual rate of nearly 14% for the next five years. Even better, Applied Materials sports a dividend yield of 1.1%. While that may not look like much, it is worth noting that the company has increased its dividend for the past five years and has a payout ratio of just 12%. This suggests that Applied Materials could keep increasing its dividend. And the healthy prospects of the market it operates in make it look like the stock is capable of replicating its past gains.</p><p>Throw in the company&#39;s valuation, and it is easy to see why buying Applied Materials stock looks like a no-brainer right now. The stock trades at just 13.7 times trailing earnings -- a nice discount to the S&amp;P 500&#39;s multiple of 20.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254838622","content_text":"The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great companies to their portfolios at attractive valuations. Nvidia and Applied Materials are two such companies that are worth buying now.Both tech stocks have generated healthy returns for investors over the past several years. A $100,000 investment in Applied Materials at the beginning of 2014 was worth roughly $1 million at the end of 2021, assuming the dividends were reinvested. Nvidia, on the other hand, generated much bigger returns, turning $100,000 into roughly $7.8 million over the same period.The growth drivers that these companies are sitting on could help them deliver such eye-popping returns over the next eight years as well. Let's see why Nvidia and Applied Materials have the potential to make more investors into millionaires by 2030.1. NvidiaNvidia stock is up 20% so far this month, but shares of the graphics card specialist are still down 40% for the year. Investors who have been waiting to buy this tech stock may want to act while Nvidia's valuation is still at a relatively attractive level.The chipmaker is trading at 47 times trailing earnings and 33 times forward earnings estimates. Those multiples represent a discount to its five-year average price-to-earnings ratio of 58. The stock is tempting because the company is sitting on bigger catalysts as compared to 2014.The company reported $4.1 billion in revenue in fiscal 2014, which ended on Jan. 26, 2014, when it was mainly known for selling graphics cards for powering personal computers (PCs). Nvidia had started making moves in the data center market at that time, and that has paid off handsomely over the years.In the year ended Jan. 30, 2022, the company reported revenue of $26.9 billion, with the data center business producing $10.6 billion of the totalThe good part is that the data center business isn't done growing yet. Sales of data center accelerators such as CPUs (central processing units), GPUs (graphics processing units), and DPUs (data processing units) are expected to grow at 40% a year through 2030, generating nearly $156 billion in annual revenue at the end of the forecast period.Nvidia is well placed to take advantage of this massive opportunity thanks to its solid market share in data center GPUs. More importantly, the company is all set to expand its addressable market in data centers when it enters the server processor market with its Grace CPUs next year, which have already been selected by several customers for deployment from the first half of 2023.The data center market alone could turn out to be a massive tailwind for Nvidia through 2030 and give its top and bottom lines a big boost. Analysts are expecting the company's earnings to grow at an annual pace of 23% for the next five years, but it won't be surprising to see it clock faster growth for a longer time, thanks to opportunities in the data center and other emerging areas. The stock could rocket over the next eight years.2. Applied MaterialsSemiconductor stocks have taken a beating in 2022, with the PHLX Semiconductor Sector index down 27% so far this year. However, the demand for chips remains healthy thanks to the growing usage of chips in several applications ranging from smartphones to data centers to gaming consoles to cars and even factories.Market research firm IDC forecasts a 13.7% increase in semiconductor sales this year to $661 billion. That's significantly higher than the industry's 2013 revenue of $305 billion. The semiconductor industry is expected to generate $1 trillion in annual revenue by 2030, according to McKinsey. Other third-party estimates peg the size of the semiconductor market at $1.2 trillion by 2030.As such, the demand for the semiconductor manufacturing equipment that Applied Materials sells should remain strong in the long run. The company is already benefiting from a spike in capital spending by chipmakers, as evident from the 16% year-over-year increase in its revenue in the first six months of fiscal 2022, which started in November.Analysts are upbeat about the company's prospects and expect its earnings to increase at a compound annual rate of nearly 14% for the next five years. Even better, Applied Materials sports a dividend yield of 1.1%. While that may not look like much, it is worth noting that the company has increased its dividend for the past five years and has a payout ratio of just 12%. This suggests that Applied Materials could keep increasing its dividend. And the healthy prospects of the market it operates in make it look like the stock is capable of replicating its past gains.Throw in the company's valuation, and it is easy to see why buying Applied Materials stock looks like a no-brainer right now. The stock trades at just 13.7 times trailing earnings -- a nice discount to the S&P 500's multiple of 20.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079636076,"gmtCreate":1657186594395,"gmtModify":1676535965896,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance]&nbsp;&nbsp;&nbsp;Tq...","listText":"Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance]&nbsp;&nbsp;&nbsp;Tq...","text":"Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance] Tq...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9079636076","repostId":"1183513443","repostType":4,"repost":{"id":"1183513443","kind":"news","pubTimestamp":1657183141,"share":"https://ttm.financial/m/news/1183513443?lang=&edition=fundamental","pubTime":"2022-07-07 16:39","market":"us","language":"en","title":"ProShares UltraPro QQQ (TQQQ) Short Interest Up 20.9% in June","url":"https://stock-news.laohu8.com/highlight/detail?id=1183513443","media":"Defense World","summary":"ProShares UltraPro QQQ (NASDAQ:TQQQ – Get Rating) was the target of a large growth in short interest","content":"<html><head></head><body><p>ProShares UltraPro QQQ (NASDAQ:TQQQ – Get Rating) was the target of a large growth in short interest in the month of June. As of June 15th, there was short interest totalling 21,900,000 shares, a growth of 20.9% from the May 31st total of 18,120,000 shares. Based on an average trading volume of 157,782,400 shares, the days-to-cover ratio is presently 0.1 days.</p><p>A number of hedge funds have recently modified their holdings of TQQQ.</p><ul><li>Morgan Stanley raised its holdings in ProShares UltraPro QQQ by 1,810.9% during the 3rd quarter. Morgan Stanley now owns 100,495 shares of the exchange traded fund’s stock valued at $12,519,000 after acquiring an additional 95,236 shares during the period.</li><li>Captrust Financial Advisors purchased a new position in shares of ProShares UltraPro QQQ during the 3rd quarter valued at $61,000.</li><li>IFP Advisors Inc grew its position in shares of ProShares UltraPro QQQ by 755.0% during the 4th quarter. IFP Advisors Inc now owns 1,710 shares of the exchange traded fund’s stock valued at $285,000 after purchasing an additional 1,510 shares in the last quarter.</li><li>MADDEN SECURITIES Corp grew its position in shares of ProShares UltraPro QQQ by 119.4% during the 4th quarter. MADDEN SECURITIES Corp now owns 20,306 shares of the exchange traded fund’s stock valued at $3,377,000 after purchasing an additional 11,051 shares in the last quarter.</li><li>Finally, Spire Wealth Management grew its position in shares of ProShares UltraPro QQQ by 67.4% during the 4th quarter. Spire Wealth Management now owns 2,815 shares of the exchange traded fund’s stock valued at $468,000 after purchasing an additional 1,133 shares in the last quarter.</li></ul><p>Shares of TQQQ stock opened at $26.14 on Thursday. The company’s fifty day simple moving average is $29.51 and its two-hundred day simple moving average is $48.13. ProShares UltraPro QQQ has a 1 year low of $21.32 and a 1 year high of $91.68.</p><p><img src=\"https://static.tigerbbs.com/68402984d0cc0a704b262a6518c6d3a1\" tg-width=\"794\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p>Proshares UltraPro QQQ ETF (the Fund) seeks daily investment results, before fees and expenses that correspond to triple (300%) the daily performance of the NASDAQ-100 Index (the Index). The Fund invests in equity securities, derivatives, such as futures contracts, swap agreements, and money market instruments.</p></body></html>","source":"lsy1657183172181","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ProShares UltraPro QQQ (TQQQ) Short Interest Up 20.9% in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProShares UltraPro QQQ (TQQQ) Short Interest Up 20.9% in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 16:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.defenseworld.net/2022/07/07/proshares-ultrapro-qqq-nasdaqtqqq-short-interest-up-20-9-in-june.html><strong>Defense World</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ProShares UltraPro QQQ (NASDAQ:TQQQ – Get Rating) was the target of a large growth in short interest in the month of June. As of June 15th, there was short interest totalling 21,900,000 shares, a ...</p>\n\n<a href=\"https://www.defenseworld.net/2022/07/07/proshares-ultrapro-qqq-nasdaqtqqq-short-interest-up-20-9-in-june.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF"},"source_url":"https://www.defenseworld.net/2022/07/07/proshares-ultrapro-qqq-nasdaqtqqq-short-interest-up-20-9-in-june.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183513443","content_text":"ProShares UltraPro QQQ (NASDAQ:TQQQ – Get Rating) was the target of a large growth in short interest in the month of June. As of June 15th, there was short interest totalling 21,900,000 shares, a growth of 20.9% from the May 31st total of 18,120,000 shares. Based on an average trading volume of 157,782,400 shares, the days-to-cover ratio is presently 0.1 days.A number of hedge funds have recently modified their holdings of TQQQ.Morgan Stanley raised its holdings in ProShares UltraPro QQQ by 1,810.9% during the 3rd quarter. Morgan Stanley now owns 100,495 shares of the exchange traded fund’s stock valued at $12,519,000 after acquiring an additional 95,236 shares during the period.Captrust Financial Advisors purchased a new position in shares of ProShares UltraPro QQQ during the 3rd quarter valued at $61,000.IFP Advisors Inc grew its position in shares of ProShares UltraPro QQQ by 755.0% during the 4th quarter. IFP Advisors Inc now owns 1,710 shares of the exchange traded fund’s stock valued at $285,000 after purchasing an additional 1,510 shares in the last quarter.MADDEN SECURITIES Corp grew its position in shares of ProShares UltraPro QQQ by 119.4% during the 4th quarter. MADDEN SECURITIES Corp now owns 20,306 shares of the exchange traded fund’s stock valued at $3,377,000 after purchasing an additional 11,051 shares in the last quarter.Finally, Spire Wealth Management grew its position in shares of ProShares UltraPro QQQ by 67.4% during the 4th quarter. Spire Wealth Management now owns 2,815 shares of the exchange traded fund’s stock valued at $468,000 after purchasing an additional 1,133 shares in the last quarter.Shares of TQQQ stock opened at $26.14 on Thursday. The company’s fifty day simple moving average is $29.51 and its two-hundred day simple moving average is $48.13. ProShares UltraPro QQQ has a 1 year low of $21.32 and a 1 year high of $91.68.Proshares UltraPro QQQ ETF (the Fund) seeks daily investment results, before fees and expenses that correspond to triple (300%) the daily performance of the NASDAQ-100 Index (the Index). The Fund invests in equity securities, derivatives, such as futures contracts, swap agreements, and money market instruments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"QQQM can hold long term but TQQQ & SQQQ are meant for ONLY short term or daily trades.I don’t hold short-term hold coz of the risks involved.i only trade daily","text":"QQQM can hold long term but TQQQ & SQQQ are meant for ONLY short term or daily trades.I don’t hold short-term hold coz of the risks involved.i only trade daily","html":"QQQM can hold long term but TQQQ & SQQQ are meant for ONLY short term or daily trades.I don’t hold short-term hold coz of the risks involved.i only trade daily"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049478882,"gmtCreate":1655843221846,"gmtModify":1676535714254,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Excellent!!👍","listText":"Excellent!!👍","text":"Excellent!!👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049478882","repostId":"2245827432","repostType":4,"repost":{"id":"2245827432","kind":"highlight","pubTimestamp":1655825437,"share":"https://ttm.financial/m/news/2245827432?lang=&edition=fundamental","pubTime":"2022-06-21 23:30","market":"us","language":"en","title":"Should You Buy Tesla Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245827432","media":"Motley Fool","summary":"Here's what Tesla's potential upcoming split means for investors.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla wants to split its stock 3-for-1.</li><li>The stock&#39;s valuation continues to get more attractive.</li><li>A recession could hurt Tesla&#39;s young competition.</li></ul><p>Electric-vehicle company <b>Tesla</b> recently filed a document revealing plans for a 3-for-1 stock split.</p><p>The company last split its stock in August 2020, and shares have risen 30% since then. So if you&#39;re planning to invest in Tesla, should you buy the stock now or wait until the split takes place, which needs approval from shareholders at the company&#39;s annual shareholder meeting on August 4?</p><p>The answer may surprise you; roll up your sleeves and dive in.</p><p><b>What a stock split means for investors</b></p><p>First, it is essential to know what a stock split is and what it means for investors. A stock split is when a company increases its existing total share count by a specific ratio to lower its share price. The important thing to note is the company&#39;s total market capitalization remains unchanged strictly based on the stock split.</p><p>For example, Tesla&#39;s proposed 3-for-1 split means the automaker is tripling the number of outstanding shares on the market. After the split, investors will own three shares for every share they held before the split.</p><p>If all else remains equal, the share price will fall in proportion, so if Tesla trades at $999 per share before the split, investors will have three shares at $333 each after the split.</p><p>The crucial takeaway is that a stock split doesn&#39;t make the company any more valuable; nothing fundamentally changes about the stock. The one share trading at $999 is worth the same as three shares trading at $333.</p><p>Stock splits make shares more affordable, especially for retail investors. Companies sometimes split their stock to appeal to the retail crowd; adding more shares also boosts trading volume, meaning the stock is easier to buy and sell on a brokerage.</p><p>Asking whether to buy a stock before or after a stock split is a trick question: If a split doesn&#39;t fundamentally change a stock, it shouldn&#39;t matter whether you buy now or wait. However, you can base your buying or selling of Tesla on other factors.</p><p><b>The stock is near its lowest valuation</b></p><p>Tesla began turning a bottom-line profit in 2020, so investors can value the stock with the price-to-earnings (P/E) ratio. Its P/E ratio started high when it first turned profitable, earnings per share (EPS) are now quickly growing, and the stock&#39;s valuation is coming down. The current P/E of 89 is its lowest on record.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ac0798b0c3ec9cfba2d43139124b6d4\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts.</span></p><p>Tesla still commands a considerable premium over legacy automotive companies like <b>Ford</b> and <b>General Motors</b>, which trade at a P/E of 4 and 5, respectively. However, Tesla&#39;s bottom line is swelling; analysts expect 30% annual EPS growth over the next three to five years, compared to just 3% for Ford and 10% for General Motors.</p><p>It seems that Tesla deserves the premium valuation it has, though the degree of that premium is up for debate. Nevertheless, if the company can grow like analysts believe it can, long-term investors could see the stock grow into its valuation over time.</p><p><b>A tough economy could hurt competitors</b></p><p>Tesla&#39;s profitability also comes at a crucial time; inflation is raging, supply chains are hurting manufacturers worldwide, and the economy could enter a recession. Mass-producing cars isn&#39;t easy, and Elon Musk has openly talked about how increasing Model 3 production nearly bankrupted his company.</p><p>A problematic economic backdrop could spell trouble for upstart competitors like <b>Lucid Group</b> and <b>Rivian Automotive</b>, which still burn significant amounts of cash. Meanwhile, Tesla is generating billions in free cash flow and sitting on $18 billion in cash on the balance sheet against just $3 billion in debt.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3025a3cedebec024cae445bbfcb48f55\" tg-width=\"720\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts.</span></p><p>Rivian has $16 billion in cash from IPO proceeds, while Lucid has $5 billion. This cash will buy them time, but both are trying to build more vehicles faster, which could worsen their cash burn.</p><p>A recession wouldn&#39;t help anyone, but harsh operating conditions can become a game of survival, and it&#39;s not clear that any automotive company is as financially sound right now as Tesla is.</p><p><b>Wrapping up</b></p><p>A stock split can grab headlines, but investors who buy Tesla stock should do so because of its growth and profitability. The stock could go lower over the short term, and nobody knows when a bottom might occur.</p><p>Approaching your investments with a long time horizon will give a company&#39;s fundamentals the best chance to dictate your investment returns. Good companies tend to perform well over time. You can also use a dollar-cost averaging strategy to slowly buy shares, blending your cost into an average that isn&#39;t too high or too low.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Tesla Now or Wait Until After the Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Tesla Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245827432","content_text":"KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a document revealing plans for a 3-for-1 stock split.The company last split its stock in August 2020, and shares have risen 30% since then. So if you're planning to invest in Tesla, should you buy the stock now or wait until the split takes place, which needs approval from shareholders at the company's annual shareholder meeting on August 4?The answer may surprise you; roll up your sleeves and dive in.What a stock split means for investorsFirst, it is essential to know what a stock split is and what it means for investors. A stock split is when a company increases its existing total share count by a specific ratio to lower its share price. The important thing to note is the company's total market capitalization remains unchanged strictly based on the stock split.For example, Tesla's proposed 3-for-1 split means the automaker is tripling the number of outstanding shares on the market. After the split, investors will own three shares for every share they held before the split.If all else remains equal, the share price will fall in proportion, so if Tesla trades at $999 per share before the split, investors will have three shares at $333 each after the split.The crucial takeaway is that a stock split doesn't make the company any more valuable; nothing fundamentally changes about the stock. The one share trading at $999 is worth the same as three shares trading at $333.Stock splits make shares more affordable, especially for retail investors. Companies sometimes split their stock to appeal to the retail crowd; adding more shares also boosts trading volume, meaning the stock is easier to buy and sell on a brokerage.Asking whether to buy a stock before or after a stock split is a trick question: If a split doesn't fundamentally change a stock, it shouldn't matter whether you buy now or wait. However, you can base your buying or selling of Tesla on other factors.The stock is near its lowest valuationTesla began turning a bottom-line profit in 2020, so investors can value the stock with the price-to-earnings (P/E) ratio. Its P/E ratio started high when it first turned profitable, earnings per share (EPS) are now quickly growing, and the stock's valuation is coming down. The current P/E of 89 is its lowest on record.Data by YCharts.Tesla still commands a considerable premium over legacy automotive companies like Ford and General Motors, which trade at a P/E of 4 and 5, respectively. However, Tesla's bottom line is swelling; analysts expect 30% annual EPS growth over the next three to five years, compared to just 3% for Ford and 10% for General Motors.It seems that Tesla deserves the premium valuation it has, though the degree of that premium is up for debate. Nevertheless, if the company can grow like analysts believe it can, long-term investors could see the stock grow into its valuation over time.A tough economy could hurt competitorsTesla's profitability also comes at a crucial time; inflation is raging, supply chains are hurting manufacturers worldwide, and the economy could enter a recession. Mass-producing cars isn't easy, and Elon Musk has openly talked about how increasing Model 3 production nearly bankrupted his company.A problematic economic backdrop could spell trouble for upstart competitors like Lucid Group and Rivian Automotive, which still burn significant amounts of cash. Meanwhile, Tesla is generating billions in free cash flow and sitting on $18 billion in cash on the balance sheet against just $3 billion in debt.Data by YCharts.Rivian has $16 billion in cash from IPO proceeds, while Lucid has $5 billion. This cash will buy them time, but both are trying to build more vehicles faster, which could worsen their cash burn.A recession wouldn't help anyone, but harsh operating conditions can become a game of survival, and it's not clear that any automotive company is as financially sound right now as Tesla is.Wrapping upA stock split can grab headlines, but investors who buy Tesla stock should do so because of its growth and profitability. The stock could go lower over the short term, and nobody knows when a bottom might occur.Approaching your investments with a long time horizon will give a company's fundamentals the best chance to dictate your investment returns. Good companies tend to perform well over time. You can also use a dollar-cost averaging strategy to slowly buy shares, blending your cost into an average that isn't too high or too low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040588872,"gmtCreate":1655685579496,"gmtModify":1676535684312,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"How bout any opinion Nio vs XPEV?Tq","listText":"How bout any opinion Nio vs XPEV?Tq","text":"How bout any opinion Nio vs XPEV?Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040588872","repostId":"2244316994","repostType":2,"repost":{"id":"2244316994","kind":"highlight","pubTimestamp":1655684528,"share":"https://ttm.financial/m/news/2244316994?lang=&edition=fundamental","pubTime":"2022-06-20 08:22","market":"us","language":"en","title":"Better EV Stock to Buy: Rivian vs. Nio","url":"https://stock-news.laohu8.com/highlight/detail?id=2244316994","media":"Motley Fool","summary":"Despite all the excitement around Rivian, Nio has the more established business.","content":"<html><head></head><body><p>Now that electric vehicle (EV) stocks have tumbled from excessive valuations, many people are looking closer at getting exposure to the sector. <b>Rivian Automotive</b> and China-based <b>Nio</b> are two popular names with investors.</p><p>That&#39;s understandable as they both have intriguing characteristics as potential investments. Rivian had a very successful initial public offering late last year and held $17 billion in cash as of March 31. Some of that also came from early investor <b>Amazon</b>, which also has placed an order with Rivian for 100,000 electric delivery vehicles. Nio, which operates in the two biggest global EV markets in China and Europe, already has a large customer base and popular products. So it&#39;s worthwhile to look at which would make the better investment right now.</p><h2>Valuation difference</h2><p>While Nio has a market cap of $32 billion compared to about $24 billion for Rivian, there&#39;s good reason for it to be worth more to investors. While neither is yet earning profits, <a href=\"https://laohu8.com/S/AONE.U\">one</a> way to value them right now is with a price-to-sales (P/S) ratio based on expected 2022 sales. And there&#39;s a big difference there.</p><p><img src=\"https://static.tigerbbs.com/66e82575b6fe0c986335bb0f2d7cd843\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>RIVN PS Ratio (Forward) data by YCharts</p><p>Rivian projects it will produce and sell 25,000 vehicles this year, with two-thirds going to consumers, and the balance being its electric delivery vehicles (EDVs) for Amazon. While its consumer trucks start around $70,000, the company hasn&#39;t disclosed the selling price for its EDV. But it isn&#39;t a stretch to think the commercial vans will be sold at a lower price, while consumers on average will spend more than just the base price for its pickup truck and SUV models. The above P/S estimate is based on the assumption that the overall revenue per vehicle sold will average out to over $70,000 this year.</p><p>Looking at Nio revenue is more straightforward since it has a track record with more than 200,000 EVs sold to date. It had revenue of about $1.5 billion in the first quarter and expects similar results for the second quarter. As supply chain and COVID-19-related headwinds are expected to lessen, and new models gain traction, the second half of the year should see better results.</p><h2>Knowns versus unknowns</h2><p>Those recent headwinds have impacted Nio&#39;s growth trajectory in recent months, with trailing-12-month sales leveling off.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F685202%2Fniottmdeliveries_SDvYYzv.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Nio. Chart by author.</p><p>But even if revenue growth slows to a minimum this year, it remains at a solid level after several years of sharply increasing sales.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F685202%2Fniototalrevenue.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Nio. Chart by author.</p><p>Nio has recently begun sales of the ET7, its first sedan model. The company delivered more than 1,700 ET7s in May, just a month after its initial shipments. It also will begin sales of the ET5 midsize sedan as well as a new SUV model later this year. Management has also expressed the desire to launch a sub-brand in the future that could attract more customers at a lower price point.</p><p>Rivian and Nio both involve risks. And both have plenty of future potential. But for those looking to take advantage of the recent revaluation in the EV sector, Nio comes with the more established business, and a lower relative price.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better EV Stock to Buy: Rivian vs. Nio</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter EV Stock to Buy: Rivian vs. Nio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/19/better-ev-stock-to-buy-rivian-vs-nio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Now that electric vehicle (EV) stocks have tumbled from excessive valuations, many people are looking closer at getting exposure to the sector. Rivian Automotive and China-based Nio are two popular ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/19/better-ev-stock-to-buy-rivian-vs-nio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://www.fool.com/investing/2022/06/19/better-ev-stock-to-buy-rivian-vs-nio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244316994","content_text":"Now that electric vehicle (EV) stocks have tumbled from excessive valuations, many people are looking closer at getting exposure to the sector. Rivian Automotive and China-based Nio are two popular names with investors.That's understandable as they both have intriguing characteristics as potential investments. Rivian had a very successful initial public offering late last year and held $17 billion in cash as of March 31. Some of that also came from early investor Amazon, which also has placed an order with Rivian for 100,000 electric delivery vehicles. Nio, which operates in the two biggest global EV markets in China and Europe, already has a large customer base and popular products. So it's worthwhile to look at which would make the better investment right now.Valuation differenceWhile Nio has a market cap of $32 billion compared to about $24 billion for Rivian, there's good reason for it to be worth more to investors. While neither is yet earning profits, one way to value them right now is with a price-to-sales (P/S) ratio based on expected 2022 sales. And there's a big difference there.RIVN PS Ratio (Forward) data by YChartsRivian projects it will produce and sell 25,000 vehicles this year, with two-thirds going to consumers, and the balance being its electric delivery vehicles (EDVs) for Amazon. While its consumer trucks start around $70,000, the company hasn't disclosed the selling price for its EDV. But it isn't a stretch to think the commercial vans will be sold at a lower price, while consumers on average will spend more than just the base price for its pickup truck and SUV models. The above P/S estimate is based on the assumption that the overall revenue per vehicle sold will average out to over $70,000 this year.Looking at Nio revenue is more straightforward since it has a track record with more than 200,000 EVs sold to date. It had revenue of about $1.5 billion in the first quarter and expects similar results for the second quarter. As supply chain and COVID-19-related headwinds are expected to lessen, and new models gain traction, the second half of the year should see better results.Knowns versus unknownsThose recent headwinds have impacted Nio's growth trajectory in recent months, with trailing-12-month sales leveling off.Data source: Nio. Chart by author.But even if revenue growth slows to a minimum this year, it remains at a solid level after several years of sharply increasing sales.Data source: Nio. Chart by author.Nio has recently begun sales of the ET7, its first sedan model. The company delivered more than 1,700 ET7s in May, just a month after its initial shipments. It also will begin sales of the ET5 midsize sedan as well as a new SUV model later this year. Management has also expressed the desire to launch a sub-brand in the future that could attract more customers at a lower price point.Rivian and Nio both involve risks. And both have plenty of future potential. But for those looking to take advantage of the recent revaluation in the EV sector, Nio comes with the more established business, and a lower relative price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9079636076,"gmtCreate":1657186594395,"gmtModify":1676535965896,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance]&nbsp;&nbsp;&nbsp;Tq...","listText":"Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance]&nbsp;&nbsp;&nbsp;Tq...","text":"Sorry guys, may i know what's the different of SQQQ vs TQQQ vs QQQM?[Glance] Tq...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9079636076","repostId":"1183513443","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"QQQM can hold long term but TQQQ & SQQQ are meant for ONLY short term or daily trades.I don’t hold short-term hold coz of the risks involved.i only trade daily","text":"QQQM can hold long term but TQQQ & SQQQ are meant for ONLY short term or daily trades.I don’t hold short-term hold coz of the risks involved.i only trade daily","html":"QQQM can hold long term but TQQQ & SQQQ are meant for ONLY short term or daily trades.I don’t hold short-term hold coz of the risks involved.i only trade daily"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925133253,"gmtCreate":1671947573173,"gmtModify":1676538614488,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do &amp; keep doing it.&nbsp;","listText":"Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do &amp; keep doing it.&nbsp;","text":"Totally agreed to what Musk said: “Booms don't last forever, but neither do recessions.”Let's do the DCA into the potential stocks as we always do & keep doing it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925133253","repostId":"1166231105","repostType":4,"repost":{"id":"1166231105","kind":"news","pubTimestamp":1671936522,"share":"https://ttm.financial/m/news/1166231105?lang=&edition=fundamental","pubTime":"2022-12-25 10:48","market":"us","language":"en","title":"Elon Musk Warns Against Margin Debt on Risk of Market Mass Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=1166231105","media":"Bloomberg","summary":"Billionaire Elon Musk is warning against something he himself has done — borrowing against the value","content":"<html><head></head><body><p>Billionaire Elon Musk is warning against something he himself has done — borrowing against the value of securities one owns — because of the risk of “mass panic” in the stock market.</p><p>“I would really advise people not to have margin debt in a volatile stock market and you know, from a cash standpoint, keep powder dry,” Musk said in the All-In podcast released Friday. “You can get some pretty extreme things happening in a down market.”</p><p>The Tesla Inc. chief executive officer put up billions of his own money when he purchased Twitter Inc. for $44 billion earlier this year and saddled the company with $13 billion of debt. Bloomberg News has reported that Musk’s bankers are considering replacing some of the high-interest debt he layered on Twitter with new margin loans backed by Tesla stock that he’d be personally responsible for re-paying.</p><p>Tesla Margin-Loan Talks Show Pressure Mounting on Musk, Bankers</p><p>He’s also disposed of nearly $40 billion of Tesla’s shares, a move that contributed to driving the stock to a two-year low. Following the latest sales, Musk again said this week he will stop selling shares, adding that the pause could last for two years or so.</p><p>The warning, at least the second made by Musk this month, is ironic given the billionaire has previously pledged his Tesla shares. As of December 2020, Musk had 92 million Tesla shares pledged as collateral, according to an SEC filing in April 2022.</p><p>During the podcast, Musk also reiterated his belief that the economy is overdue for a recession and that the slowdown could be similar to the scale seen in 2009.</p><p>“My best guess is that we have stormy times for a year to a year and a half, and then, dawn breaks roughly in Q2 2024, that’s my best guess,” Musk said. “Booms don’t last forever, but neither do recessions.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Warns Against Margin Debt on Risk of Market Mass Panic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Warns Against Margin Debt on Risk of Market Mass Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-warns-against-margin-215641054.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire Elon Musk is warning against something he himself has done — borrowing against the value of securities one owns — because of the risk of “mass panic” in the stock market.“I would really ...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-warns-against-margin-215641054.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://finance.yahoo.com/news/elon-musk-warns-against-margin-215641054.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166231105","content_text":"Billionaire Elon Musk is warning against something he himself has done — borrowing against the value of securities one owns — because of the risk of “mass panic” in the stock market.“I would really advise people not to have margin debt in a volatile stock market and you know, from a cash standpoint, keep powder dry,” Musk said in the All-In podcast released Friday. “You can get some pretty extreme things happening in a down market.”The Tesla Inc. chief executive officer put up billions of his own money when he purchased Twitter Inc. for $44 billion earlier this year and saddled the company with $13 billion of debt. Bloomberg News has reported that Musk’s bankers are considering replacing some of the high-interest debt he layered on Twitter with new margin loans backed by Tesla stock that he’d be personally responsible for re-paying.Tesla Margin-Loan Talks Show Pressure Mounting on Musk, BankersHe’s also disposed of nearly $40 billion of Tesla’s shares, a move that contributed to driving the stock to a two-year low. Following the latest sales, Musk again said this week he will stop selling shares, adding that the pause could last for two years or so.The warning, at least the second made by Musk this month, is ironic given the billionaire has previously pledged his Tesla shares. As of December 2020, Musk had 92 million Tesla shares pledged as collateral, according to an SEC filing in April 2022.During the podcast, Musk also reiterated his belief that the economy is overdue for a recession and that the slowdown could be similar to the scale seen in 2009.“My best guess is that we have stormy times for a year to a year and a half, and then, dawn breaks roughly in Q2 2024, that’s my best guess,” Musk said. “Booms don’t last forever, but neither do recessions.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917657472,"gmtCreate":1665512425197,"gmtModify":1676537618593,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Its really Awesome!!![Heart]&nbsp;","listText":"Its really Awesome!!![Heart]&nbsp;","text":"Its really Awesome!!![Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917657472","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","kind":"news","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950443461,"gmtCreate":1672821072253,"gmtModify":1676538742441,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power &amp; technology competition)&nbsp;with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]&nbsp;","listText":"Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power &amp; technology competition)&nbsp;with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]&nbsp;","text":"Tesla ultimately still will excel in long run as it has a very strong intrinsic factors (earning power & technology competition) with its current intrinsic value. Bravo Tesla!! Go Go Tesla!!![Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950443461","repostId":"2300615514","repostType":4,"repost":{"id":"2300615514","kind":"highlight","pubTimestamp":1672814319,"share":"https://ttm.financial/m/news/2300615514?lang=&edition=fundamental","pubTime":"2023-01-04 14:38","market":"us","language":"en","title":"Tesla's 2023 Path Forward: Scarcity Value Should Last","url":"https://stock-news.laohu8.com/highlight/detail?id=2300615514","media":"Seekingalpha","summary":"SummaryTesla, Inc.'s scarcity value should last, as it continues to lead the world's transition to r","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla, Inc.&#39;s scarcity value should last, as it continues to lead the world&#39;s transition to renewable energy.</li><li>Tesla&#39;s production capacity and consumer demand remain strong, especially in China.</li><li>In spite of various uncertainties, investors might want to closely follow Tesla and seize buying opportunities around $100-$110.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> generates revenue from two segments: automotive, and energy generation and storage. Its automotive offerings include Model 3, Model Y, Model S, Model X, and its future Electric Vehicles including Cybertruck, 2023 New Tesla Roadster, and Tesla Semi. Its energy generation and storage products include Solar Roof, Solar Panel, Powerwall, and Megapack. Tesla&#39;s founder is Elon Musk, the most talked-about entrepreneur in the world. He also has co-founded/founded/acquired the following companies.</p><ol><li>Zip2, sold to Compaq for $307MM in 1999</li><li>X.com, later known as <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>, and bought by <a href=\"https://laohu8.com/S/EBAY\">eBay</a> for $1.5B in 2002</li><li>Space Exploration Technologies (SpaceX), founded in 2002</li><li>The Boring Company, founded in 2016</li><li>Neuralink, founded in 2016</li><li>SolarCity, acquired into Tesla Energy in 2016</li><li>Twitter, purchased in 2022</li></ol><p>TSLA has been a legend for several years, and only became concerning in the last 12 months (52-week high price $403, and 52-week low $108) driven by numerous issues resulted from Elon Musk&#39;s recent acquisition of Twitter and the overall economic environment hit in terms of demand, production, and supply chain.</p><p><img src=\"https://static.tigerbbs.com/b8cd78af198d7ca9feaecb34fb5a0d4c\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>We do not know how long it may take Elon Musk to get a new Twitter CEO onboard, and how much dedication Elon Musk will have for Tesla while taking care of his other businesses. We would just focus on the knowns to discuss a couple of things investors are currently worried about.</p><h2><b>Tesla&#39;s Scarcity Value</b></h2><p>Admittedly, Tesla is not dominating the electric vehicle (&#34;EV&#34;) space anymore, as the whole industry is going electric. According to TridensTechnology.com, Tesla now has many rivals.</p><p><img src=\"https://static.tigerbbs.com/4d661e46cafb333e90e4d26873974ff0\" tg-width=\"640\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>tridenstechnology.com</p><p>However, I am still positive about Tesla&#39;s scarcity value. Tesla is leading the world&#39;s transition to sustainable energy, and it has been pushing the boundaries of technology in many ways. Elon Musk himself has been able to prove his exceptional innovation blood in his other businesses. I think technologies such as Full-Self Driving (FSD), Humanoid AI automaton (Optimus), and AIaaS (Dojo) will enable Tesla to continue its mission.</p><p>Its upcoming models also appear exciting. For example, according to Teslarati.com, “Tesla Semi outperforms both diesel and electric truck competition, according to a new specification analysis” (see the following figure). Its first 100 vehicles will go to PepsiCo (PEP) before mass production in 2023.</p><p>I think Tesla will continue to lead this space by bringing in more renewable energy products and solutions to consumers and enterprises. Its scarcity value will last, considering both Tesla&#39;s leading position and Elon Musk&#39;s relentless drive in disruptive technology.</p><p><img src=\"https://static.tigerbbs.com/5be80a99769d4fcc4c336fe6cea806c3\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>teslarati.com</p><p><img src=\"https://static.tigerbbs.com/327f7e56d9755015f45dec2ef2d6b528\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Tesla website</p><h2><b>Tesla&#39;s Production Capacity and Consumer Demand</b></h2><p>Tesla continued to miss Wall Street expectation on delivery in Q4-22, although it hit a new watermark of 405,278 for quarterly results. Its FY22 vehicle deliveries grew 40% YoY to 1.31 million, while production grew 47% YoY to 1.37 million.</p><p>To be honest I would never bother about this miss for a company achieving 40% volume growth in this macro environment. Tesla owns factories across the U.S., China, and EU, and five factories are in production. Its demand is stronger than supply, but landing fairly close with supply. This is pretty positive, and even more if we dive into China market specifically (given it now accounts for over one third of Tesla&#39;s global sales).</p><p><img src=\"https://static.tigerbbs.com/20f8fd3b46579a9075e3a705716d6e56\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p>In my opinion, Tesla&#39;s growth from China for both production and sales perspectives will materially help with Tesla&#39;s performance in 2023. According to InsideEVs, Tesla&#39;s Shanghai Gigafactory delivered 100,291 electric vehicles in November, +90% YoY. Assuming this growth momentum to continue, I would have less worry about Tesla&#39;s production capacity in 2023. In terms of demand, admittedly Tesla faces some competition from a few Chinese and Global players, especially BYD Auto in China.</p><p>However, there are two things that could alleviate some of the concerns. First, China has a much stronger push in EV transition (e.g., traffic restriction for all gasoline cars but not EVs in many cities, registration limitations for all gasoline cars via lottery or over $10k auction price). A $30ish thousand Tesla Model 3 (after price cut) is undoubtedly a sought-after option for many households in China.</p><p>Second, competition from top-selling Chinese brands may not necessarily be a threat to Tesla, considering different brands serve different segments of customers. The Chinese market is big enough for multiple brands to co-exist. As shown in the following figures, EV Sales in China almost tripled in 2022 vs 2021, and BEV (battery electric vehicle) penetration in China is below 20% in 2022 (doubled vs 2021) as compared to 70%-80% in Norway.</p><p><img src=\"https://static.tigerbbs.com/c53aa823b401cd7a977cdb32f5cfeb03\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"/></p><p>e-vehicleinfo.com<img src=\"https://static.tigerbbs.com/ee50cbc7f6abe6c38830c566ed1798f6\" tg-width=\"640\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p>e-vehicleinfo.com</p><h2><b>Conclusion</b></h2><p>Despite uncertainties around Elon Musk&#39;s dedication as Tesla&#39;s CEO, potentially more Tesla shares being sold, and Twitter&#39;s CEO search, I expect Tesla to deliver strong performance in 2023. Investors might want to closely follow Tesla and seize buying opportunities around $100-$110.</p><p>In my next article, I will focus on Tesla&#39;s profitability outlook, as well as its intrinsic value and multiple-based valuation.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's 2023 Path Forward: Scarcity Value Should Last</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's 2023 Path Forward: Scarcity Value Should Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 14:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567549-teslas-2023-path-forward><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s scarcity value should last, as it continues to lead the world's transition to renewable energy.Tesla's production capacity and consumer demand remain strong, especially in China....</p>\n\n<a href=\"https://seekingalpha.com/article/4567549-teslas-2023-path-forward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4567549-teslas-2023-path-forward","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2300615514","content_text":"SummaryTesla, Inc.'s scarcity value should last, as it continues to lead the world's transition to renewable energy.Tesla's production capacity and consumer demand remain strong, especially in China.In spite of various uncertainties, investors might want to closely follow Tesla and seize buying opportunities around $100-$110.Tesla, Inc. generates revenue from two segments: automotive, and energy generation and storage. Its automotive offerings include Model 3, Model Y, Model S, Model X, and its future Electric Vehicles including Cybertruck, 2023 New Tesla Roadster, and Tesla Semi. Its energy generation and storage products include Solar Roof, Solar Panel, Powerwall, and Megapack. Tesla's founder is Elon Musk, the most talked-about entrepreneur in the world. He also has co-founded/founded/acquired the following companies.Zip2, sold to Compaq for $307MM in 1999X.com, later known as PayPal, and bought by eBay for $1.5B in 2002Space Exploration Technologies (SpaceX), founded in 2002The Boring Company, founded in 2016Neuralink, founded in 2016SolarCity, acquired into Tesla Energy in 2016Twitter, purchased in 2022TSLA has been a legend for several years, and only became concerning in the last 12 months (52-week high price $403, and 52-week low $108) driven by numerous issues resulted from Elon Musk's recent acquisition of Twitter and the overall economic environment hit in terms of demand, production, and supply chain.Yahoo FinanceWe do not know how long it may take Elon Musk to get a new Twitter CEO onboard, and how much dedication Elon Musk will have for Tesla while taking care of his other businesses. We would just focus on the knowns to discuss a couple of things investors are currently worried about.Tesla's Scarcity ValueAdmittedly, Tesla is not dominating the electric vehicle (\"EV\") space anymore, as the whole industry is going electric. According to TridensTechnology.com, Tesla now has many rivals.tridenstechnology.comHowever, I am still positive about Tesla's scarcity value. Tesla is leading the world's transition to sustainable energy, and it has been pushing the boundaries of technology in many ways. Elon Musk himself has been able to prove his exceptional innovation blood in his other businesses. I think technologies such as Full-Self Driving (FSD), Humanoid AI automaton (Optimus), and AIaaS (Dojo) will enable Tesla to continue its mission.Its upcoming models also appear exciting. For example, according to Teslarati.com, “Tesla Semi outperforms both diesel and electric truck competition, according to a new specification analysis” (see the following figure). Its first 100 vehicles will go to PepsiCo (PEP) before mass production in 2023.I think Tesla will continue to lead this space by bringing in more renewable energy products and solutions to consumers and enterprises. Its scarcity value will last, considering both Tesla's leading position and Elon Musk's relentless drive in disruptive technology.teslarati.comTesla websiteTesla's Production Capacity and Consumer DemandTesla continued to miss Wall Street expectation on delivery in Q4-22, although it hit a new watermark of 405,278 for quarterly results. Its FY22 vehicle deliveries grew 40% YoY to 1.31 million, while production grew 47% YoY to 1.37 million.To be honest I would never bother about this miss for a company achieving 40% volume growth in this macro environment. Tesla owns factories across the U.S., China, and EU, and five factories are in production. Its demand is stronger than supply, but landing fairly close with supply. This is pretty positive, and even more if we dive into China market specifically (given it now accounts for over one third of Tesla's global sales).Company dataIn my opinion, Tesla's growth from China for both production and sales perspectives will materially help with Tesla's performance in 2023. According to InsideEVs, Tesla's Shanghai Gigafactory delivered 100,291 electric vehicles in November, +90% YoY. Assuming this growth momentum to continue, I would have less worry about Tesla's production capacity in 2023. In terms of demand, admittedly Tesla faces some competition from a few Chinese and Global players, especially BYD Auto in China.However, there are two things that could alleviate some of the concerns. First, China has a much stronger push in EV transition (e.g., traffic restriction for all gasoline cars but not EVs in many cities, registration limitations for all gasoline cars via lottery or over $10k auction price). A $30ish thousand Tesla Model 3 (after price cut) is undoubtedly a sought-after option for many households in China.Second, competition from top-selling Chinese brands may not necessarily be a threat to Tesla, considering different brands serve different segments of customers. The Chinese market is big enough for multiple brands to co-exist. As shown in the following figures, EV Sales in China almost tripled in 2022 vs 2021, and BEV (battery electric vehicle) penetration in China is below 20% in 2022 (doubled vs 2021) as compared to 70%-80% in Norway.e-vehicleinfo.come-vehicleinfo.comConclusionDespite uncertainties around Elon Musk's dedication as Tesla's CEO, potentially more Tesla shares being sold, and Twitter's CEO search, I expect Tesla to deliver strong performance in 2023. Investors might want to closely follow Tesla and seize buying opportunities around $100-$110.In my next article, I will focus on Tesla's profitability outlook, as well as its intrinsic value and multiple-based valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049478882,"gmtCreate":1655843221846,"gmtModify":1676535714254,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"Excellent!!👍","listText":"Excellent!!👍","text":"Excellent!!👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049478882","repostId":"2245827432","repostType":4,"repost":{"id":"2245827432","kind":"highlight","pubTimestamp":1655825437,"share":"https://ttm.financial/m/news/2245827432?lang=&edition=fundamental","pubTime":"2022-06-21 23:30","market":"us","language":"en","title":"Should You Buy Tesla Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245827432","media":"Motley Fool","summary":"Here's what Tesla's potential upcoming split means for investors.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla wants to split its stock 3-for-1.</li><li>The stock&#39;s valuation continues to get more attractive.</li><li>A recession could hurt Tesla&#39;s young competition.</li></ul><p>Electric-vehicle company <b>Tesla</b> recently filed a document revealing plans for a 3-for-1 stock split.</p><p>The company last split its stock in August 2020, and shares have risen 30% since then. So if you&#39;re planning to invest in Tesla, should you buy the stock now or wait until the split takes place, which needs approval from shareholders at the company&#39;s annual shareholder meeting on August 4?</p><p>The answer may surprise you; roll up your sleeves and dive in.</p><p><b>What a stock split means for investors</b></p><p>First, it is essential to know what a stock split is and what it means for investors. A stock split is when a company increases its existing total share count by a specific ratio to lower its share price. The important thing to note is the company&#39;s total market capitalization remains unchanged strictly based on the stock split.</p><p>For example, Tesla&#39;s proposed 3-for-1 split means the automaker is tripling the number of outstanding shares on the market. After the split, investors will own three shares for every share they held before the split.</p><p>If all else remains equal, the share price will fall in proportion, so if Tesla trades at $999 per share before the split, investors will have three shares at $333 each after the split.</p><p>The crucial takeaway is that a stock split doesn&#39;t make the company any more valuable; nothing fundamentally changes about the stock. The one share trading at $999 is worth the same as three shares trading at $333.</p><p>Stock splits make shares more affordable, especially for retail investors. Companies sometimes split their stock to appeal to the retail crowd; adding more shares also boosts trading volume, meaning the stock is easier to buy and sell on a brokerage.</p><p>Asking whether to buy a stock before or after a stock split is a trick question: If a split doesn&#39;t fundamentally change a stock, it shouldn&#39;t matter whether you buy now or wait. However, you can base your buying or selling of Tesla on other factors.</p><p><b>The stock is near its lowest valuation</b></p><p>Tesla began turning a bottom-line profit in 2020, so investors can value the stock with the price-to-earnings (P/E) ratio. Its P/E ratio started high when it first turned profitable, earnings per share (EPS) are now quickly growing, and the stock&#39;s valuation is coming down. The current P/E of 89 is its lowest on record.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ac0798b0c3ec9cfba2d43139124b6d4\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts.</span></p><p>Tesla still commands a considerable premium over legacy automotive companies like <b>Ford</b> and <b>General Motors</b>, which trade at a P/E of 4 and 5, respectively. However, Tesla&#39;s bottom line is swelling; analysts expect 30% annual EPS growth over the next three to five years, compared to just 3% for Ford and 10% for General Motors.</p><p>It seems that Tesla deserves the premium valuation it has, though the degree of that premium is up for debate. Nevertheless, if the company can grow like analysts believe it can, long-term investors could see the stock grow into its valuation over time.</p><p><b>A tough economy could hurt competitors</b></p><p>Tesla&#39;s profitability also comes at a crucial time; inflation is raging, supply chains are hurting manufacturers worldwide, and the economy could enter a recession. Mass-producing cars isn&#39;t easy, and Elon Musk has openly talked about how increasing Model 3 production nearly bankrupted his company.</p><p>A problematic economic backdrop could spell trouble for upstart competitors like <b>Lucid Group</b> and <b>Rivian Automotive</b>, which still burn significant amounts of cash. Meanwhile, Tesla is generating billions in free cash flow and sitting on $18 billion in cash on the balance sheet against just $3 billion in debt.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3025a3cedebec024cae445bbfcb48f55\" tg-width=\"720\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts.</span></p><p>Rivian has $16 billion in cash from IPO proceeds, while Lucid has $5 billion. This cash will buy them time, but both are trying to build more vehicles faster, which could worsen their cash burn.</p><p>A recession wouldn&#39;t help anyone, but harsh operating conditions can become a game of survival, and it&#39;s not clear that any automotive company is as financially sound right now as Tesla is.</p><p><b>Wrapping up</b></p><p>A stock split can grab headlines, but investors who buy Tesla stock should do so because of its growth and profitability. The stock could go lower over the short term, and nobody knows when a bottom might occur.</p><p>Approaching your investments with a long time horizon will give a company&#39;s fundamentals the best chance to dictate your investment returns. Good companies tend to perform well over time. You can also use a dollar-cost averaging strategy to slowly buy shares, blending your cost into an average that isn&#39;t too high or too low.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Tesla Now or Wait Until After the Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Tesla Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245827432","content_text":"KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a document revealing plans for a 3-for-1 stock split.The company last split its stock in August 2020, and shares have risen 30% since then. So if you're planning to invest in Tesla, should you buy the stock now or wait until the split takes place, which needs approval from shareholders at the company's annual shareholder meeting on August 4?The answer may surprise you; roll up your sleeves and dive in.What a stock split means for investorsFirst, it is essential to know what a stock split is and what it means for investors. A stock split is when a company increases its existing total share count by a specific ratio to lower its share price. The important thing to note is the company's total market capitalization remains unchanged strictly based on the stock split.For example, Tesla's proposed 3-for-1 split means the automaker is tripling the number of outstanding shares on the market. After the split, investors will own three shares for every share they held before the split.If all else remains equal, the share price will fall in proportion, so if Tesla trades at $999 per share before the split, investors will have three shares at $333 each after the split.The crucial takeaway is that a stock split doesn't make the company any more valuable; nothing fundamentally changes about the stock. The one share trading at $999 is worth the same as three shares trading at $333.Stock splits make shares more affordable, especially for retail investors. Companies sometimes split their stock to appeal to the retail crowd; adding more shares also boosts trading volume, meaning the stock is easier to buy and sell on a brokerage.Asking whether to buy a stock before or after a stock split is a trick question: If a split doesn't fundamentally change a stock, it shouldn't matter whether you buy now or wait. However, you can base your buying or selling of Tesla on other factors.The stock is near its lowest valuationTesla began turning a bottom-line profit in 2020, so investors can value the stock with the price-to-earnings (P/E) ratio. Its P/E ratio started high when it first turned profitable, earnings per share (EPS) are now quickly growing, and the stock's valuation is coming down. The current P/E of 89 is its lowest on record.Data by YCharts.Tesla still commands a considerable premium over legacy automotive companies like Ford and General Motors, which trade at a P/E of 4 and 5, respectively. However, Tesla's bottom line is swelling; analysts expect 30% annual EPS growth over the next three to five years, compared to just 3% for Ford and 10% for General Motors.It seems that Tesla deserves the premium valuation it has, though the degree of that premium is up for debate. Nevertheless, if the company can grow like analysts believe it can, long-term investors could see the stock grow into its valuation over time.A tough economy could hurt competitorsTesla's profitability also comes at a crucial time; inflation is raging, supply chains are hurting manufacturers worldwide, and the economy could enter a recession. Mass-producing cars isn't easy, and Elon Musk has openly talked about how increasing Model 3 production nearly bankrupted his company.A problematic economic backdrop could spell trouble for upstart competitors like Lucid Group and Rivian Automotive, which still burn significant amounts of cash. Meanwhile, Tesla is generating billions in free cash flow and sitting on $18 billion in cash on the balance sheet against just $3 billion in debt.Data by YCharts.Rivian has $16 billion in cash from IPO proceeds, while Lucid has $5 billion. This cash will buy them time, but both are trying to build more vehicles faster, which could worsen their cash burn.A recession wouldn't help anyone, but harsh operating conditions can become a game of survival, and it's not clear that any automotive company is as financially sound right now as Tesla is.Wrapping upA stock split can grab headlines, but investors who buy Tesla stock should do so because of its growth and profitability. The stock could go lower over the short term, and nobody knows when a bottom might occur.Approaching your investments with a long time horizon will give a company's fundamentals the best chance to dictate your investment returns. Good companies tend to perform well over time. You can also use a dollar-cost averaging strategy to slowly buy shares, blending your cost into an average that isn't too high or too low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040588872,"gmtCreate":1655685579496,"gmtModify":1676535684312,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"How bout any opinion Nio vs XPEV?Tq","listText":"How bout any opinion Nio vs XPEV?Tq","text":"How bout any opinion Nio vs XPEV?Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040588872","repostId":"2244316994","repostType":2,"repost":{"id":"2244316994","kind":"highlight","pubTimestamp":1655684528,"share":"https://ttm.financial/m/news/2244316994?lang=&edition=fundamental","pubTime":"2022-06-20 08:22","market":"us","language":"en","title":"Better EV Stock to Buy: Rivian vs. Nio","url":"https://stock-news.laohu8.com/highlight/detail?id=2244316994","media":"Motley Fool","summary":"Despite all the excitement around Rivian, Nio has the more established business.","content":"<html><head></head><body><p>Now that electric vehicle (EV) stocks have tumbled from excessive valuations, many people are looking closer at getting exposure to the sector. <b>Rivian Automotive</b> and China-based <b>Nio</b> are two popular names with investors.</p><p>That&#39;s understandable as they both have intriguing characteristics as potential investments. Rivian had a very successful initial public offering late last year and held $17 billion in cash as of March 31. Some of that also came from early investor <b>Amazon</b>, which also has placed an order with Rivian for 100,000 electric delivery vehicles. Nio, which operates in the two biggest global EV markets in China and Europe, already has a large customer base and popular products. So it&#39;s worthwhile to look at which would make the better investment right now.</p><h2>Valuation difference</h2><p>While Nio has a market cap of $32 billion compared to about $24 billion for Rivian, there&#39;s good reason for it to be worth more to investors. While neither is yet earning profits, <a href=\"https://laohu8.com/S/AONE.U\">one</a> way to value them right now is with a price-to-sales (P/S) ratio based on expected 2022 sales. And there&#39;s a big difference there.</p><p><img src=\"https://static.tigerbbs.com/66e82575b6fe0c986335bb0f2d7cd843\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>RIVN PS Ratio (Forward) data by YCharts</p><p>Rivian projects it will produce and sell 25,000 vehicles this year, with two-thirds going to consumers, and the balance being its electric delivery vehicles (EDVs) for Amazon. While its consumer trucks start around $70,000, the company hasn&#39;t disclosed the selling price for its EDV. But it isn&#39;t a stretch to think the commercial vans will be sold at a lower price, while consumers on average will spend more than just the base price for its pickup truck and SUV models. The above P/S estimate is based on the assumption that the overall revenue per vehicle sold will average out to over $70,000 this year.</p><p>Looking at Nio revenue is more straightforward since it has a track record with more than 200,000 EVs sold to date. It had revenue of about $1.5 billion in the first quarter and expects similar results for the second quarter. As supply chain and COVID-19-related headwinds are expected to lessen, and new models gain traction, the second half of the year should see better results.</p><h2>Knowns versus unknowns</h2><p>Those recent headwinds have impacted Nio&#39;s growth trajectory in recent months, with trailing-12-month sales leveling off.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F685202%2Fniottmdeliveries_SDvYYzv.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Nio. Chart by author.</p><p>But even if revenue growth slows to a minimum this year, it remains at a solid level after several years of sharply increasing sales.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F685202%2Fniototalrevenue.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data source: Nio. Chart by author.</p><p>Nio has recently begun sales of the ET7, its first sedan model. The company delivered more than 1,700 ET7s in May, just a month after its initial shipments. It also will begin sales of the ET5 midsize sedan as well as a new SUV model later this year. Management has also expressed the desire to launch a sub-brand in the future that could attract more customers at a lower price point.</p><p>Rivian and Nio both involve risks. And both have plenty of future potential. But for those looking to take advantage of the recent revaluation in the EV sector, Nio comes with the more established business, and a lower relative price.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better EV Stock to Buy: Rivian vs. Nio</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter EV Stock to Buy: Rivian vs. Nio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/19/better-ev-stock-to-buy-rivian-vs-nio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Now that electric vehicle (EV) stocks have tumbled from excessive valuations, many people are looking closer at getting exposure to the sector. Rivian Automotive and China-based Nio are two popular ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/19/better-ev-stock-to-buy-rivian-vs-nio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://www.fool.com/investing/2022/06/19/better-ev-stock-to-buy-rivian-vs-nio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244316994","content_text":"Now that electric vehicle (EV) stocks have tumbled from excessive valuations, many people are looking closer at getting exposure to the sector. Rivian Automotive and China-based Nio are two popular names with investors.That's understandable as they both have intriguing characteristics as potential investments. Rivian had a very successful initial public offering late last year and held $17 billion in cash as of March 31. Some of that also came from early investor Amazon, which also has placed an order with Rivian for 100,000 electric delivery vehicles. Nio, which operates in the two biggest global EV markets in China and Europe, already has a large customer base and popular products. So it's worthwhile to look at which would make the better investment right now.Valuation differenceWhile Nio has a market cap of $32 billion compared to about $24 billion for Rivian, there's good reason for it to be worth more to investors. While neither is yet earning profits, one way to value them right now is with a price-to-sales (P/S) ratio based on expected 2022 sales. And there's a big difference there.RIVN PS Ratio (Forward) data by YChartsRivian projects it will produce and sell 25,000 vehicles this year, with two-thirds going to consumers, and the balance being its electric delivery vehicles (EDVs) for Amazon. While its consumer trucks start around $70,000, the company hasn't disclosed the selling price for its EDV. But it isn't a stretch to think the commercial vans will be sold at a lower price, while consumers on average will spend more than just the base price for its pickup truck and SUV models. The above P/S estimate is based on the assumption that the overall revenue per vehicle sold will average out to over $70,000 this year.Looking at Nio revenue is more straightforward since it has a track record with more than 200,000 EVs sold to date. It had revenue of about $1.5 billion in the first quarter and expects similar results for the second quarter. As supply chain and COVID-19-related headwinds are expected to lessen, and new models gain traction, the second half of the year should see better results.Knowns versus unknownsThose recent headwinds have impacted Nio's growth trajectory in recent months, with trailing-12-month sales leveling off.Data source: Nio. Chart by author.But even if revenue growth slows to a minimum this year, it remains at a solid level after several years of sharply increasing sales.Data source: Nio. Chart by author.Nio has recently begun sales of the ET7, its first sedan model. The company delivered more than 1,700 ET7s in May, just a month after its initial shipments. It also will begin sales of the ET5 midsize sedan as well as a new SUV model later this year. Management has also expressed the desire to launch a sub-brand in the future that could attract more customers at a lower price point.Rivian and Nio both involve risks. And both have plenty of future potential. But for those looking to take advantage of the recent revaluation in the EV sector, Nio comes with the more established business, and a lower relative price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909116101,"gmtCreate":1658830410003,"gmtModify":1676536213908,"author":{"id":"4097757447233310","authorId":"4097757447233310","name":"AARON Y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097757447233310","authorIdStr":"4097757447233310"},"themes":[],"htmlText":"May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..","listText":"May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..","text":"May i know how bout TSM compared AMAT? Which one shall i choose? Does TSM have the same prospective of projection?Anyone can enlighten me?Thank you..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909116101","repostId":"2254838622","repostType":2,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}