ARTOTLE personal page - To The Moon

ARTOTLE

ARTOTLE

No personal profile

0Follow

0Followers

0Topic

0Badge

04-08

Another fake news

Musk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs

03-24

Go F ur mother

Sorry, the original content has been removed

03-24

Tok cock

Sorry, the original content has been removed

03-23

You not tired of this??? Such news are already so stale!

Sorry, the original content has been removed

03-21

FU

Sorry, the original content has been removed

03-14

Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up

Sorry, the original content has been removed

03-14

Sour grapes

Sorry, the original content has been removed

03-14

Sour grapes stirring shit

Sorry, the original content has been removed

03-13

So what has this got to do with Tesla???? Try harder to stir shit here

Sorry, the original content has been removed

03-09

Sour grapes

Sorry, the original content has been removed

03-09

Sour grapes

What Would Tesla Be Worth Without Elon Musk?

03-04

Sour grapes complaining. Red eye

Sorry, the original content has been removed

02-27

Fact of life. This is called Sour grapes

Sorry, the original content has been removed

02-25

Pls try harder....F shorty. FU

Sorry, the original content has been removed

02-24

Stop stirring shit u mother F. U are obviously a Tesla hater

Sorry, the original content has been removed

02-23

Sour grape

Sorry, the original content has been removed

02-22

We already know this news. So FO

Sorry, the original content has been removed

02-22

So? Mind yr own F biz

Sorry, the original content has been removed

02-22

Sour grape....Go F yrselve

Sorry, the original content has been removed

02-20

FU and FO

BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investor

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4109249043338710","uuid":"4109249043338710","gmtCreate":1646145974219,"gmtModify":1736519514375,"name":"ARTOTLE","pinyin":"artotle","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":51,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","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":"2025.01.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"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":422218877059344,"gmtCreate":1744106078125,"gmtModify":1744106081866,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Another fake news","listText":"Another fake news","text":"Another fake news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422218877059344","repostId":"1153362475","repostType":2,"repost":{"id":"1153362475","kind":"news","pubTimestamp":1744105200,"share":"https://ttm.financial/m/news/1153362475?lang=&edition=fundamental","pubTime":"2025-04-08 17:40","market":"us","language":"en","title":"Musk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=1153362475","media":"The Washington Post","summary":"The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.Over the weeke","content":"<html><head></head><body><p>The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7469706fc17b6dc9c33b9a5cfaa04e73\" alt=\"Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.\" title=\"Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.\" tg-width=\"767\" tg-height=\"511\"/><span>Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.</span></p><p>Over the weekend, as Elon Musk launched into a barrage of social media posts criticizing one of the lead White House advisers for President Donald<strong> </strong>Trump’s aggressive tariff plan, Musk was going over that same official’s head — and<strong> </strong>making personal appeals to Trump.</p><p>The attempted intervention, confirmed by two people familiar with the matter who spoke on the condition of anonymity to discuss private talks, has not brought success so far; Trump threatened Monday to add new 50 percent tariffs on imports from China to go along with the 34 percent taxes he announced last week. (The president did signal he was open to negotiations on some aspects of his policy.) Musk, meanwhile,<strong> </strong>posted a video to X in which the late conservative<strong> </strong>economist Milton Friedman touted the benefits of international trade cooperation — “the impersonal operation of prices,” as he put it — breaking down the sources of the materials that go into a simple wooden pencil.</p><p>Musk’s break with Trump over a signature administration priority marks the highest-profile disagreement between the president and one of his key advisers, who poured nearly $290 million into backing him and other Republicans in last year’s elections<strong> </strong>and has been leading the U.S. DOGE Service’s cost-cutting efforts since January. Musk has also disagreed with other members of Trump’s coalition on issues such as H1-B visas for skilled immigrants and on DOGE’s approach to government spending.</p><p>On Saturday, Musk took aim at the<strong> </strong>administration official who has been key to developing the tariff plans, White House trade adviser Peter Navarro, lighting into his credentials.</p><p>“A PhD in Econ from Harvard is a bad thing, not a good thing,” Musk wrote.</p><p>Navarro did not respond to a request for comment.</p><p>“The President has put together a remarkable team of highly talented and experienced individuals who bring different ideas to the table, knowing that President Trump is the ultimate decision maker,” White House press secretary Karoline Leavitt said in a statement. “When he makes a decision everyone rows in the same direction to execute. That’s why this Administration has done more in two months than the previous Admin did in four years.”</p><p>In an interview with Italian Deputy Prime Minister Matteo Salvini over the weekend, Musk also<strong> </strong>said he would like to see a “free trade zone” between Europe and the United States: “At the end of the day, I hope it’s agreed that both Europe and the United States should move ideally, in my view, to a zero-tariff situation.”</p><p>Musk also said that he would like more freedom for people to move between countries in Europe and the United States and work in either “if they wish.”</p><p>“That has certainly been my advice to the president,” he said.</p><p>Musk, who is chief executive of electric vehicle maker Tesla, has long seen tariffs as detrimental to the business aims of a company that counts both the United States and China as key manufacturing and consumer hubs. Other car manufacturers, though, are likely to be hurt more by the new tariffs, analysts have said.</p><p>But Musk has opposed tariffs since at least Trump’s first term, when Tesla filed a lawsuit seeking to overturn the tax on Tesla’s imports from China to the United States.</p><p>In 2020, top executives at Tesla wanted the company to sue the Trump administration over its tariffs on China. Musk initially agreed, saying that parts of Trump’s package were unfair to the carmaker. But after Tesla filed the lawsuit in September 2020, Musk reacted in a “super negative way” about the decision, even berating some staff members for suggesting Tesla file the suit, according to a person familiar with the matter, because right-wing accounts on Twitter said Musk was trying to curry favor with the Chinese and was going against Trump’s “America First” agenda.</p><p>Many of the business and technology leaders who supported Trump’s<strong> </strong>candidacy were stunned by the president’s decision to go forward with such steep tariffs, and equally disappointed that they weren’t able to exert more influence on the policy, the two people familiar with the matter said. People in Musk’s orbit made direct appeals to friends in the Trump administration, including Vice President JD Vance and Musk, arguing for what they felt were more sensible free trade policies. One Musk friend, investor Joe Lonsdale, posted on X that he had argued to “friends in the administration” in recent days that tariffs would hurt American companies more than Chinese ones. Lonsdale declined to comment about his arguments beyond his X post.</p><p>A group of business leaders worked over the weekend to put together an informal group that would lobby members of the Trump administration for more moderate policies, said one of the people.</p><p>Many supported Trump last year even while knowing that the steep tariffs he had long promised could be destructive to both the tech industry and the economy as a whole, but they felt that Trump could be swayed by advisers such as Treasury Secretary Scott Bessent to adopt a softer approach, the people said. The business leaders also did not anticipate that Commerce Secretary Howard Lutnick, who had been one of Musk’s key conduits into Trump’s orbit, would be such a strong advocate of protectionist polices.</p><p>The dispute between the president and one of his most influential advisers comes just weeks before Musk,<strong> </strong>the world’s richest person, is expected to depart his post in the administration. It also comes amid increasing pressure on Tesla to reverse signs of slumping demand — prompted in part by Musk’s foray into politics.</p><p>“The backlash from Trump tariff policies in China and Musk’s association will be hard to understate,” said Dan Ives, analyst with Wedbush Securities, an enthusiastic Tesla backer who lowered Tesla’s stock price target — a measure of its viability — from $550 to $315 “to reflect these new softer demand estimates.”</p><p>“Tesla has essentially become a political symbol globally … and that is a very bad thing for the future of this disruptive tech stalwart and the brand crisis tornado that has now turned into an F5 tornado,” he wrote.</p><p>Tesla stock closed at $233.29 per share Monday, down more than 2.5 percent. So far this year, the stock has lost more than 38 percent of its value.</p><p>Musk showed signs of attempting reconciliation later Monday. He touted an X thread from the official U.S. trade representative account highlighting what it called unfair trade practices affecting American exporters, in light of Trump’s tariffs. “Good points,” Musk said.</p><p>Musk’s brother and fellow Tesla board member Kimbal Musk also<strong> </strong>lobbed sharp criticism at the president over the tariff policies Monday.</p><p>“Who would have thought that Trump was actually the most high tax American President in generations,” he wrote on X, the social media site Elon Musk owns. “Through his tariff strategy, Trump has implemented a structural, permanent tax on the American consumer.”</p><p>The remarks came less than a month after Kimbal Musk had thanked Trump for hosting an event featuring Teslas on the White House lawn.</p></body></html>","source":"lsy1602754136468","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>Musk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs</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\">\nMusk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-08 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/><strong>The Washington Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.Over the ...</p>\n\n<a href=\"https://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/\">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://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153362475","content_text":"The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.Over the weekend, as Elon Musk launched into a barrage of social media posts criticizing one of the lead White House advisers for President Donald Trump’s aggressive tariff plan, Musk was going over that same official’s head — and making personal appeals to Trump.The attempted intervention, confirmed by two people familiar with the matter who spoke on the condition of anonymity to discuss private talks, has not brought success so far; Trump threatened Monday to add new 50 percent tariffs on imports from China to go along with the 34 percent taxes he announced last week. (The president did signal he was open to negotiations on some aspects of his policy.) Musk, meanwhile, posted a video to X in which the late conservative economist Milton Friedman touted the benefits of international trade cooperation — “the impersonal operation of prices,” as he put it — breaking down the sources of the materials that go into a simple wooden pencil.Musk’s break with Trump over a signature administration priority marks the highest-profile disagreement between the president and one of his key advisers, who poured nearly $290 million into backing him and other Republicans in last year’s elections and has been leading the U.S. DOGE Service’s cost-cutting efforts since January. Musk has also disagreed with other members of Trump’s coalition on issues such as H1-B visas for skilled immigrants and on DOGE’s approach to government spending.On Saturday, Musk took aim at the administration official who has been key to developing the tariff plans, White House trade adviser Peter Navarro, lighting into his credentials.“A PhD in Econ from Harvard is a bad thing, not a good thing,” Musk wrote.Navarro did not respond to a request for comment.“The President has put together a remarkable team of highly talented and experienced individuals who bring different ideas to the table, knowing that President Trump is the ultimate decision maker,” White House press secretary Karoline Leavitt said in a statement. “When he makes a decision everyone rows in the same direction to execute. That’s why this Administration has done more in two months than the previous Admin did in four years.”In an interview with Italian Deputy Prime Minister Matteo Salvini over the weekend, Musk also said he would like to see a “free trade zone” between Europe and the United States: “At the end of the day, I hope it’s agreed that both Europe and the United States should move ideally, in my view, to a zero-tariff situation.”Musk also said that he would like more freedom for people to move between countries in Europe and the United States and work in either “if they wish.”“That has certainly been my advice to the president,” he said.Musk, who is chief executive of electric vehicle maker Tesla, has long seen tariffs as detrimental to the business aims of a company that counts both the United States and China as key manufacturing and consumer hubs. Other car manufacturers, though, are likely to be hurt more by the new tariffs, analysts have said.But Musk has opposed tariffs since at least Trump’s first term, when Tesla filed a lawsuit seeking to overturn the tax on Tesla’s imports from China to the United States.In 2020, top executives at Tesla wanted the company to sue the Trump administration over its tariffs on China. Musk initially agreed, saying that parts of Trump’s package were unfair to the carmaker. But after Tesla filed the lawsuit in September 2020, Musk reacted in a “super negative way” about the decision, even berating some staff members for suggesting Tesla file the suit, according to a person familiar with the matter, because right-wing accounts on Twitter said Musk was trying to curry favor with the Chinese and was going against Trump’s “America First” agenda.Many of the business and technology leaders who supported Trump’s candidacy were stunned by the president’s decision to go forward with such steep tariffs, and equally disappointed that they weren’t able to exert more influence on the policy, the two people familiar with the matter said. People in Musk’s orbit made direct appeals to friends in the Trump administration, including Vice President JD Vance and Musk, arguing for what they felt were more sensible free trade policies. One Musk friend, investor Joe Lonsdale, posted on X that he had argued to “friends in the administration” in recent days that tariffs would hurt American companies more than Chinese ones. Lonsdale declined to comment about his arguments beyond his X post.A group of business leaders worked over the weekend to put together an informal group that would lobby members of the Trump administration for more moderate policies, said one of the people.Many supported Trump last year even while knowing that the steep tariffs he had long promised could be destructive to both the tech industry and the economy as a whole, but they felt that Trump could be swayed by advisers such as Treasury Secretary Scott Bessent to adopt a softer approach, the people said. The business leaders also did not anticipate that Commerce Secretary Howard Lutnick, who had been one of Musk’s key conduits into Trump’s orbit, would be such a strong advocate of protectionist polices.The dispute between the president and one of his most influential advisers comes just weeks before Musk, the world’s richest person, is expected to depart his post in the administration. It also comes amid increasing pressure on Tesla to reverse signs of slumping demand — prompted in part by Musk’s foray into politics.“The backlash from Trump tariff policies in China and Musk’s association will be hard to understate,” said Dan Ives, analyst with Wedbush Securities, an enthusiastic Tesla backer who lowered Tesla’s stock price target — a measure of its viability — from $550 to $315 “to reflect these new softer demand estimates.”“Tesla has essentially become a political symbol globally … and that is a very bad thing for the future of this disruptive tech stalwart and the brand crisis tornado that has now turned into an F5 tornado,” he wrote.Tesla stock closed at $233.29 per share Monday, down more than 2.5 percent. So far this year, the stock has lost more than 38 percent of its value.Musk showed signs of attempting reconciliation later Monday. He touted an X thread from the official U.S. trade representative account highlighting what it called unfair trade practices affecting American exporters, in light of Trump’s tariffs. “Good points,” Musk said.Musk’s brother and fellow Tesla board member Kimbal Musk also lobbed sharp criticism at the president over the tariff policies Monday.“Who would have thought that Trump was actually the most high tax American President in generations,” he wrote on X, the social media site Elon Musk owns. “Through his tariff strategy, Trump has implemented a structural, permanent tax on the American consumer.”The remarks came less than a month after Kimbal Musk had thanked Trump for hosting an event featuring Teslas on the White House lawn.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416755323322408,"gmtCreate":1742755163913,"gmtModify":1742770392744,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Go F ur mother&nbsp;","listText":"Go F ur mother&nbsp;","text":"Go F ur mother","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416755323322408","repostId":"2521207916","repostType":2,"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416756112183888,"gmtCreate":1742755153260,"gmtModify":1742770392525,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Tok cock","listText":"Tok cock","text":"Tok cock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416756112183888","repostId":"2521207916","repostType":2,"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416628407927376,"gmtCreate":1742723975463,"gmtModify":1742723979605,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"You not tired of this??? Such news are already so stale!","listText":"You not tired of this??? Such news are already so stale!","text":"You not tired of this??? Such news are already so stale!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416628407927376","repostId":"2521514276","repostType":2,"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415974735061248,"gmtCreate":1742564564086,"gmtModify":1742564568957,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"FU","listText":"FU","text":"FU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415974735061248","repostId":"2521128478","repostType":2,"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413538387624200,"gmtCreate":1741955389676,"gmtModify":1741957786969,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up","listText":"Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up","text":"Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413538387624200","repostId":"2519808279","repostType":2,"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413295922680120,"gmtCreate":1741935115683,"gmtModify":1741935119201,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes","listText":"Sour grapes","text":"Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413295922680120","repostId":"2519136849","repostType":2,"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413077009903912,"gmtCreate":1741881654059,"gmtModify":1741881987117,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes stirring shit","listText":"Sour grapes stirring shit","text":"Sour grapes stirring shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413077009903912","repostId":"2519561288","repostType":2,"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413027800891552,"gmtCreate":1741869719307,"gmtModify":1741870808892,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"So what has this got to do with Tesla???? Try harder to stir shit here","listText":"So what has this got to do with Tesla???? Try harder to stir shit here","text":"So what has this got to do with Tesla???? Try harder to stir shit here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/413027800891552","repostId":"2519836789","repostType":2,"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411760156881248,"gmtCreate":1741514311826,"gmtModify":1741514316156,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes&nbsp;","listText":"Sour grapes&nbsp;","text":"Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/411760156881248","repostId":"2518840990","repostType":2,"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411468673688032,"gmtCreate":1741450462828,"gmtModify":1741450466544,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes","listText":"Sour grapes","text":"Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/411468673688032","repostId":"2517444091","repostType":2,"repost":{"id":"2517444091","kind":"highlight","pubTimestamp":1741484674,"share":"https://ttm.financial/m/news/2517444091?lang=&edition=fundamental","pubTime":"2025-03-09 09:44","market":"nz","language":"en","title":"What Would Tesla Be Worth Without Elon Musk?","url":"https://stock-news.laohu8.com/highlight/detail?id=2517444091","media":"Fortune","summary":"In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion dollars in valuation in the span of just over a month. That surge reversed four years of poor performance for Tesla's shares as investors soured on the EV maker's weakening fundamentals and CEO Elon Musk's serial promises of fully self-driving cars and an inexpensive mass-market model that proved an ever-receding horizon.Then in October, Musk recharged his stock via a fresh pledge to start producing the long-awaited Tesla Cybercab by mid-2025. And investors reckoned that Musk's newfound, headline-grabbing status as the highest-profile member of the Trump economic team in heading the Department of Government Efficiency , as well as his bromance with his boss, would somehow restore the buzz around Tesla. Musk appeared to be performing a never-before-seen coup in taming the federal bureaucracy","content":"<div>\n<p>In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>What Would Tesla Be Worth Without Elon Musk?</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\">\nWhat Would Tesla Be Worth Without Elon Musk?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-09 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4099":"汽车制造商","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4511":"特斯拉概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4588":"碎股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4592":"伊斯兰概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSYW.SI":"TESLA 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4574":"无人驾驶","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2517444091","content_text":"In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion dollars in valuation in the span of just over a month. That surge reversed four years of poor performance for Tesla's shares as investors soured on the EV maker's weakening fundamentals and CEO Elon Musk's serial promises of fully self-driving cars and an inexpensive mass-market model that proved an ever-receding horizon.Then in October, Musk recharged his stock via a fresh pledge to start producing the long-awaited Tesla Cybercab by mid-2025. And investors reckoned that Musk's newfound, headline-grabbing status as the highest-profile member of the Trump economic team in heading the Department of Government Efficiency (DOGE), as well as his bromance with his boss, would somehow restore the buzz around Tesla. Musk appeared to be performing a never-before-seen coup in taming the federal bureaucracy. His early wins at the White House reminded folks and funds of the supposedly enduring Musk magic, and renewed belief in his epic vision for the EV giant.But in the last 10 weeks, the controversy Musk has unleashed in Europe now that he's center stage in the Trump administration, especially by backing far-right political parties, as well as terrible news from China, have crushed Tesla's shares, sending their prices back to where they started the takeoff, and retesting levels at the start of 2021. Put simply, Musk's failed promises are pushing investors to examine what they've long ignored—Tesla's bedrock value as a super-capital-intensive automaker—and ponder whether Musk's gauzy promises of things to come remotely justify its still-gigantic market cap.In reality, the math dictating the heroics Tesla must perform to deliver good returns from here looks impossible to achieve. So let's explore the company's worth as a maker of electric vehicles and batteries and separate out what we'll call the Musk Magic Premium, the extra market cap awarded for the \"forthcoming\" ventures Musk has failed to deliver but that still rally hordes of believers.We'll begin by posing arguably the top question in American business: What would Tesla be worth without Elon Musk?Calculating Tesla's worth on what it makes nowTo answer that question, this writer used conventional guideposts to reach an accurate valuation based on the products and services Tesla currently produces and sells, sans the wonders Musk is predicting. To establish repeatable, durable numbers for earnings, I eliminated special items, notably the $589 million write-up for the Bitcoin trove on Tesla's books allowed by new accounting rules, and the almost $6 billion tax benefit in Q4 of 2023. I also removed estimated after-tax income from sale of regulatory credits to competing manufacturers, a sideline that Musk acknowledges will disappear, though the rate of decline remains uncertain.Using that template, Tesla posted fundamental earnings of $4.2 billion in 2024. To establish a reasonable market cap, we first need to set an appropriate price-to-earnings (P/E) ratio. For the 10 largest automakers outside of China, a group that encompasses Ford and GM in the U.S.; Stellantis, Mercedes-Benz, BMW, and Volkswagen in Europe; and Toyota, Hyundai, Nissan, and Suzuki in Asia, the average is 6.9; only Nissan beaks double-digits at 15.1. Still, a huge share of Tesla's sales flows from China, the world's fastest-growing EV market by far, and the Chinese players sport higher multiples than anywhere else, often 20 or above. So we'll give Tesla a P/E of 20, which is still three times the norm for carmakers outside the world's second-biggest economy.Multiply $4.2 billion by 20 and you get a market cap of $84 billion. But Tesla's valuation as of midafternoon on Monday, March 3, stood at $955 billion. Hence it's selling at 227 times its 2024 underlying profits (the cap of $955 billion divided by profits of $4.2 billion)—and that's after an historic selloff. Those adjusted earnings, by the way, are less than half the $11 billion, using the same metric, that Tesla recorded in 2022. This vaunted growth juggernaut is actually shrinking as a profitmaker. Investors are baking in tons of extra worth centered on great expectations that Musk will score on robotaxi fleets, and sales of FSV software to existing Tesla owners so they can run their cars like customer-owned Ubers and Lyfts when they're not driving them. That \"Musk Sorcerer\" bounty amounts to the difference, a staggering $873 billion (the $955 billion cap minus Tesla's status quo estimate of $82 billion).Of course, Tesla is the riskiest of stocks, as shown by its wildly careening chart since the election. Investors will want at least a 10% annual return to strap themselves in for the lurching ride. Since Tesla doesn't pay a dividend, reaching that number would require its stock price to double in seven years, from $282 today to around $564. We'll assume the share count remains at today's levels. In that scenario, the market cap would wax twofold as well, hitting $1.91 trillion by early 2032.Grab a quick Scotch. We need to make another assumption to posit the net profits goal seven years from now, and that's the \"ending\" P/E. We'll put the figure at 30, well above the S&P's multidecade average, and a mark that would still tag Tesla as a relative tech sprinter even after staging one of the fastest expansions ever witnessed. The earnings bogey for 2023 is thus $64 billion, the $1.91 billion valuation divided by a P/E of 30.Tesla can't justify its current valuationReaching the \"target\" of $64 billion mandates that profits jump 15-fold from today's $4.2 billion in the seven-year interval. That's a leap of15 times; Tesla's after-tax profits would need to increase at a compound rate of 47% per year. If Musk devotees succeed in driving Tesla stock back to anywhere near the all-time peak notched in December, the bar for future profit growth gets even more outrageous and unvaultable. The average annual earnings increases baked in at the pinnacle valuation of $1.57 trillion: 60% a year. The more Musk followers believe, the more impossible the challenge to reward them appears.The rub is that just when Tesla needs a booster rocket, its engines are fizzling. Last year, its basic total revenues from carmaking rose just $200 million or 0.2% over 2023, meaning they actually fell over two points adjusted for inflation. And this year has started badly: In January 2024 compared to the same amount last year, revenues tumbled 50% in Europe and 11% in China.Musk may succeed in making Tesla a far bigger enterprise by launching fleets of robotaxis to duel Uber and Waymo, and making and selling FSD software to its current owners. But gaining size isn't enough. It will take both loads of new capital investment and huge returns on each dollar Musk plows into new projects for Tesla to sound the horn. It's unclear that Tesla can generate sufficient profits on its own to finance Musk's blueprint. If not, he'll be forced to sell stock and raise debt. The more outside cash he marshals, the tougher his task becomes: As the share count grows, so does the total earnings above $64 billion needed to multiply the share price 15-fold by 2032, the requirement for handing investors less-than-stupendous annual gains of 10%. Musk must secure the huge rates of return on those investments, funded internally and if necessary externally, to furnish the quicksilver profit ramp built into the share price.Therein lies the fantasy. As Musk pours tens of billions into building Tesla-owned robotaxis and obtaining the data-center gear to operate the navigation equipment in the FSV fleets, he'll face plenty of competition from players developing and deploying AI to prosper in exactly the same futuristic ventures. That competition will compress his margins, and slow the flywheel that he effectively claims will keep spinning: a flow of fabulously profitable products that generate hoards of cash to hatch and make more fabulously profitable products. Musk recently claimed Tesla could hike earnings 10-fold in the next five years. He's right in auguring what it will take to reward shareholders. He's just not showing much sign of getting there.As Musk flamboyantly attacks \"fraud, waste, and abuse\" from his perch in the White House, he's short on showing tangible proof from the plant floors in Austin, Berlin, and Shanghai that he's mounted a credible plan. America's \"Music Man\" is still garnering a huge Musk Magic, Oscar-worthy premium for Tesla's shares. As Musk attacks the perceived ills of the U.S. economy, Tesla's woes just keep growing.","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409636266873256,"gmtCreate":1741018217085,"gmtModify":1741018220870,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes complaining. Red eye","listText":"Sour grapes complaining. Red eye","text":"Sour grapes complaining. Red eye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409636266873256","repostId":"2516463732","repostType":2,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":408160580710584,"gmtCreate":1740669501319,"gmtModify":1740669505830,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Fact of life. This is called Sour grapes","listText":"Fact of life. This is called Sour grapes","text":"Fact of life. This is called Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/408160580710584","repostId":"2514898953","repostType":2,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407139828285536,"gmtCreate":1740417252381,"gmtModify":1740418738504,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Pls try harder....F shorty. FU","listText":"Pls try harder....F shorty. FU","text":"Pls try harder....F shorty. FU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407139828285536","repostId":"2514776120","repostType":2,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407110653833544,"gmtCreate":1740410321269,"gmtModify":1740410431310,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Stop stirring shit u mother F. U are obviously a Tesla hater","listText":"Stop stirring shit u mother F. U are obviously a Tesla hater","text":"Stop stirring shit u mother F. U are obviously a Tesla hater","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407110653833544","repostId":"2513572060","repostType":2,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406590901920048,"gmtCreate":1740292963961,"gmtModify":1740292967685,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape","listText":"Sour grape","text":"Sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406590901920048","repostId":"2513200544","repostType":2,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406246020956496,"gmtCreate":1740169759518,"gmtModify":1740169763118,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"We already know this news. So FO","listText":"We already know this news. So FO","text":"We already know this news. So FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406246020956496","repostId":"2513214774","repostType":2,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406063434220000,"gmtCreate":1740164289953,"gmtModify":1740173788782,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"So? Mind yr own F biz","listText":"So? Mind yr own F biz","text":"So? Mind yr own F biz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406063434220000","repostId":"2513216495","repostType":2,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406162273026312,"gmtCreate":1740155885633,"gmtModify":1740156517506,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape....Go F yrselve","listText":"Sour grape....Go F yrselve","text":"Sour grape....Go F yrselve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406162273026312","repostId":"2513975542","repostType":2,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405481817989432,"gmtCreate":1740033383244,"gmtModify":1740033386452,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109249043338710","idStr":"4109249043338710"},"themes":[],"htmlText":"FU and FO","listText":"FU and FO","text":"FU and FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405481817989432","repostId":"2512609834","repostType":2,"repost":{"id":"2512609834","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1740028162,"share":"https://ttm.financial/m/news/2512609834?lang=&edition=fundamental","pubTime":"2025-02-20 13:09","market":"us","language":"en","title":"BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2512609834","media":"Reuters","summary":"BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investorThe author is a Reuters Breakingviews columnist. The opinions expressed are her own.By Shritama Bose","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investor</title></head><body><p>The author is a Reuters Breakingviews columnist. The opinions expressed are her own.</p><p>By Shritama Bose</p><p>\n<span>MUMBAI, Feb 20 (Reuters Breakingviews)</span><span> - </span>India may get more than it bargained for when it comes to Elon Musk. The Tesla <span>TSLA.O</span> boss' role in the White House might make it easier for him to set the terms of his entry into the world's third-largest car market. But President Donald Trump's aim of cutting the U.S. trade deficit will leave India less leverage to wrangle coveted factory jobs it wants from Musk.</p><p>The electric vehicle maker has identified locations for <span>two stores</span> in India, Reuters reported citing unnamed sources, and is hiring for customer-facing and back-end roles in the country. That has fuelled speculation that Musk's meeting with Indian Prime Minister Narendra Modi last week may pave the road for Tesla to finally sell cars in the country.</p><p>The biggest deterrence is India's high tariffs on imported vehicles, which New Delhi once hoped would persuade foreign brands to manufacture locally. But the Tesla boss has resisted, probably because local demand for luxury EVs has yet to catch up to China, the company's second most important country by revenue after the United States. </p><p>It's possible that Modi may now consider lowering or dropping the auto tariffs - to please Trump - or carving out exemptions for Tesla. But that would only weaken New Delhi's hand in negotiating with Musk.</p><p>Trump has already remarked that a Tesla factory in India aimed at circumventing local duties would be <span>\"unfair\"</span> to the U.S. Moreover, it's not clear Tesla needs another factory either. The EV maker utilised just three-quarters of its existing production capacity across the U.S., Germany and China in 2024 - down slightly from the year before. That suggests the company expects global demand to slow further. </p><p>The risk to Modi is for him to grant concessions to Musk, only to end up with little more than Tesla showrooms. True, the government has another bargaining chip: Musk's Starlink is awaiting security clearance for a licence to offer satellite broadband services in India. But against the backdrop of Trump's tariff threats, New Delhi should be careful of what it wishes for from the world's richest man.</p><p>Follow @ShritamaBose on X</p><p>CONTEXT NEWS</p><p>U.S. President Donald Trump told Fox News in an interview aired on February 19 that if Tesla were to build a factory in India to circumvent that country's tariffs, it would be \"unfair\" to the United States.</p><p>Tesla has selected locations for two showrooms in New Delhi and Mumbai, moving closer to its long-delayed plans to sell its electric cars in India, Reuters reported on February 18, citing unnamed sources familiar with the matter.</p><p>The electric vehicle maker has posted job ads on professional networking platform LinkedIn for 15 positions across three locations in India since February 18.</p><div><p><span>Graphic: Tesla utilised 75% of its global production capacity in 2024 https://reut.rs/4iow4cH</span></p></div><p> (Additional reporting by Katrina Hamlin. Editing by Robyn Mak and Ujjaini Dutta)</p><p> ((For previous columns by the author, Reuters customers can click on <span>BOSE/</span>shritama.bose@thomsonreuters.com))</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>BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investor</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\">\nBREAKINGVIEWS-Elon Musk is not India’s ideal foreign investor\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-02-20 13:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investor</title></head><body><p>The author is a Reuters Breakingviews columnist. The opinions expressed are her own.</p><p>By Shritama Bose</p><p>\n<span>MUMBAI, Feb 20 (Reuters Breakingviews)</span><span> - </span>India may get more than it bargained for when it comes to Elon Musk. The Tesla <span>TSLA.O</span> boss' role in the White House might make it easier for him to set the terms of his entry into the world's third-largest car market. But President Donald Trump's aim of cutting the U.S. trade deficit will leave India less leverage to wrangle coveted factory jobs it wants from Musk.</p><p>The electric vehicle maker has identified locations for <span>two stores</span> in India, Reuters reported citing unnamed sources, and is hiring for customer-facing and back-end roles in the country. That has fuelled speculation that Musk's meeting with Indian Prime Minister Narendra Modi last week may pave the road for Tesla to finally sell cars in the country.</p><p>The biggest deterrence is India's high tariffs on imported vehicles, which New Delhi once hoped would persuade foreign brands to manufacture locally. But the Tesla boss has resisted, probably because local demand for luxury EVs has yet to catch up to China, the company's second most important country by revenue after the United States. </p><p>It's possible that Modi may now consider lowering or dropping the auto tariffs - to please Trump - or carving out exemptions for Tesla. But that would only weaken New Delhi's hand in negotiating with Musk.</p><p>Trump has already remarked that a Tesla factory in India aimed at circumventing local duties would be <span>\"unfair\"</span> to the U.S. Moreover, it's not clear Tesla needs another factory either. The EV maker utilised just three-quarters of its existing production capacity across the U.S., Germany and China in 2024 - down slightly from the year before. That suggests the company expects global demand to slow further. </p><p>The risk to Modi is for him to grant concessions to Musk, only to end up with little more than Tesla showrooms. True, the government has another bargaining chip: Musk's Starlink is awaiting security clearance for a licence to offer satellite broadband services in India. But against the backdrop of Trump's tariff threats, New Delhi should be careful of what it wishes for from the world's richest man.</p><p>Follow @ShritamaBose on X</p><p>CONTEXT NEWS</p><p>U.S. President Donald Trump told Fox News in an interview aired on February 19 that if Tesla were to build a factory in India to circumvent that country's tariffs, it would be \"unfair\" to the United States.</p><p>Tesla has selected locations for two showrooms in New Delhi and Mumbai, moving closer to its long-delayed plans to sell its electric cars in India, Reuters reported on February 18, citing unnamed sources familiar with the matter.</p><p>The electric vehicle maker has posted job ads on professional networking platform LinkedIn for 15 positions across three locations in India since February 18.</p><div><p><span>Graphic: Tesla utilised 75% of its global production capacity in 2024 https://reut.rs/4iow4cH</span></p></div><p> (Additional reporting by Katrina Hamlin. Editing by Robyn Mak and Ujjaini Dutta)</p><p> ((For previous columns by the author, Reuters customers can click on <span>BOSE/</span>shritama.bose@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","TSYW.SI":"TESLA 3xLongSG261006","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","TSLA":"特斯拉","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0171293334.USD":"贝莱德英国基金A2","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","BK4581":"高盛持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250220:nL5N3PB053:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512609834","content_text":"BREAKINGVIEWS-Elon Musk is not India’s ideal foreign investorThe author is a Reuters Breakingviews columnist. The opinions expressed are her own.By Shritama Bose\nMUMBAI, Feb 20 (Reuters Breakingviews) - India may get more than it bargained for when it comes to Elon Musk. The Tesla TSLA.O boss' role in the White House might make it easier for him to set the terms of his entry into the world's third-largest car market. But President Donald Trump's aim of cutting the U.S. trade deficit will leave India less leverage to wrangle coveted factory jobs it wants from Musk.The electric vehicle maker has identified locations for two stores in India, Reuters reported citing unnamed sources, and is hiring for customer-facing and back-end roles in the country. That has fuelled speculation that Musk's meeting with Indian Prime Minister Narendra Modi last week may pave the road for Tesla to finally sell cars in the country.The biggest deterrence is India's high tariffs on imported vehicles, which New Delhi once hoped would persuade foreign brands to manufacture locally. But the Tesla boss has resisted, probably because local demand for luxury EVs has yet to catch up to China, the company's second most important country by revenue after the United States. It's possible that Modi may now consider lowering or dropping the auto tariffs - to please Trump - or carving out exemptions for Tesla. But that would only weaken New Delhi's hand in negotiating with Musk.Trump has already remarked that a Tesla factory in India aimed at circumventing local duties would be \"unfair\" to the U.S. Moreover, it's not clear Tesla needs another factory either. The EV maker utilised just three-quarters of its existing production capacity across the U.S., Germany and China in 2024 - down slightly from the year before. That suggests the company expects global demand to slow further. The risk to Modi is for him to grant concessions to Musk, only to end up with little more than Tesla showrooms. True, the government has another bargaining chip: Musk's Starlink is awaiting security clearance for a licence to offer satellite broadband services in India. But against the backdrop of Trump's tariff threats, New Delhi should be careful of what it wishes for from the world's richest man.Follow @ShritamaBose on XCONTEXT NEWSU.S. President Donald Trump told Fox News in an interview aired on February 19 that if Tesla were to build a factory in India to circumvent that country's tariffs, it would be \"unfair\" to the United States.Tesla has selected locations for two showrooms in New Delhi and Mumbai, moving closer to its long-delayed plans to sell its electric cars in India, Reuters reported on February 18, citing unnamed sources familiar with the matter.The electric vehicle maker has posted job ads on professional networking platform LinkedIn for 15 positions across three locations in India since February 18.Graphic: Tesla utilised 75% of its global production capacity in 2024 https://reut.rs/4iow4cH (Additional reporting by Katrina Hamlin. Editing by Robyn Mak and Ujjaini Dutta) ((For previous columns by the author, Reuters customers can click on BOSE/shritama.bose@thomsonreuters.com))","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":395023325676024,"gmtCreate":1737451526590,"gmtModify":1737451530400,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So many sour grapes around...trying hard to talk down Tesla","listText":"So many sour grapes around...trying hard to talk down Tesla","text":"So many sour grapes around...trying hard to talk down Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395023325676024","repostId":"1189909655","repostType":2,"repost":{"id":"1189909655","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737770400,"share":"https://ttm.financial/m/news/1189909655?lang=&edition=fundamental","pubTime":"2025-01-25 10:00","market":"us","language":"en","title":"Tesla Q4 Preview: Can the EV King Be Trusted?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189909655","media":"Tiger Newspress","summary":"Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial r","content":"<html><head></head><body><blockquote><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.</p><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Tesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.</p><p>Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> 72 cents, adjusted vs. 58 cents expected</p></li><li><p><strong>Revenue:</strong> $25.18 billion vs. $25.37 billion expected</p></li></ul><p style=\"text-align: start;\">Revenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.</p><h2 id=\"id_2617719276\" style=\"text-align: left;\">Q4 Results Outlook</h2><h3 id=\"id_2820609817\">Tesla Reports First-Ever Drop in Annual Deliveries</h3><p>Tesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:</p><ul style=\"\"><li><p style=\"text-align: start;\">Total deliveries Q4 2024: 495,570</p></li><li><p style=\"text-align: start;\">Total production Q4 2024: 459,445</p></li><li><p style=\"text-align: start;\">Total annual deliveries 2024: 1,789,226</p></li><li><p style=\"text-align: start;\">Total annual production 2024: 1,773,443</p></li></ul><p style=\"text-align: start;\">Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f090297df6420f10d4b244f59952a048\" title=\"\" tg-width=\"1200\" tg-height=\"622\"/></p><h3 id=\"id_633700293\">Tesla&#39;s Megapack Gains a Sweetener as Car Sales Slow</h3><p>Tesla&#39;s 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter&#39;s earnings impact will be more pronounced by late 2025.</p><p>Total auto 4Q gross margin could drop as much as 100 bps from 3Q&#39;s 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.</p><h3 id=\"id_3433050886\">Trump&#39;s Policies, Autonomous Vehicle Timelines and 2025 Guidance</h3><p>Tesla<strong> </strong>stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p>Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p>Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><p>Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p>In addition, Tesla&#39;s guidance for 2025 is an important factor affecting the stock price.</p><h2 id=\"id_30813270\">Analyst&#39;s opinions</h2><h4 id=\"id_512543951\">Bulls</h4><p><strong>Morgan Stanley</strong> believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.</p><p>Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull,<strong> </strong>increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.</p><p><strong>Wedbush Securities</strong> hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.</p><p>Tesla continues to be <strong>Piper Sandler</strong>&#39;s &#34;#1 buy-and-hold idea,&#34; as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla&#39;s potential in &#34;real-world A.I.,&#34; which is driving portfolio managers to consider upside scenarios more seriously.</p><h4 id=\"id_1883715770\">Bears</h4><p><strong>Wells Fargo</strong> reaffirmed on its bearish Tesla call, ignoring the stock&#39;s rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.</p><p style=\"text-align: start;\">Wells Fargo&#39;s analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla&#39;s struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla&#39;s pricing power and U.S. market demand.</p><p style=\"text-align: start;\">Also, Tesla&#39;s futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.</p><p><strong>Bank of America</strong> downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla&#39;s high valuation and possible difficulties carrying out its bold initiatives.</p><p style=\"text-align: start;\">With much of Tesla&#39;s growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock&#39;s current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.</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 Q4 Preview: Can the EV King Be Trusted?</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 Q4 Preview: Can the EV King Be Trusted?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-25 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.</p><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Tesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.</p><p>Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> 72 cents, adjusted vs. 58 cents expected</p></li><li><p><strong>Revenue:</strong> $25.18 billion vs. $25.37 billion expected</p></li></ul><p style=\"text-align: start;\">Revenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.</p><h2 id=\"id_2617719276\" style=\"text-align: left;\">Q4 Results Outlook</h2><h3 id=\"id_2820609817\">Tesla Reports First-Ever Drop in Annual Deliveries</h3><p>Tesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:</p><ul style=\"\"><li><p style=\"text-align: start;\">Total deliveries Q4 2024: 495,570</p></li><li><p style=\"text-align: start;\">Total production Q4 2024: 459,445</p></li><li><p style=\"text-align: start;\">Total annual deliveries 2024: 1,789,226</p></li><li><p style=\"text-align: start;\">Total annual production 2024: 1,773,443</p></li></ul><p style=\"text-align: start;\">Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f090297df6420f10d4b244f59952a048\" title=\"\" tg-width=\"1200\" tg-height=\"622\"/></p><h3 id=\"id_633700293\">Tesla&#39;s Megapack Gains a Sweetener as Car Sales Slow</h3><p>Tesla&#39;s 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter&#39;s earnings impact will be more pronounced by late 2025.</p><p>Total auto 4Q gross margin could drop as much as 100 bps from 3Q&#39;s 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.</p><h3 id=\"id_3433050886\">Trump&#39;s Policies, Autonomous Vehicle Timelines and 2025 Guidance</h3><p>Tesla<strong> </strong>stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p>Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p>Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><p>Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p>In addition, Tesla&#39;s guidance for 2025 is an important factor affecting the stock price.</p><h2 id=\"id_30813270\">Analyst&#39;s opinions</h2><h4 id=\"id_512543951\">Bulls</h4><p><strong>Morgan Stanley</strong> believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.</p><p>Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull,<strong> </strong>increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.</p><p><strong>Wedbush Securities</strong> hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.</p><p>Tesla continues to be <strong>Piper Sandler</strong>&#39;s &#34;#1 buy-and-hold idea,&#34; as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla&#39;s potential in &#34;real-world A.I.,&#34; which is driving portfolio managers to consider upside scenarios more seriously.</p><h4 id=\"id_1883715770\">Bears</h4><p><strong>Wells Fargo</strong> reaffirmed on its bearish Tesla call, ignoring the stock&#39;s rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.</p><p style=\"text-align: start;\">Wells Fargo&#39;s analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla&#39;s struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla&#39;s pricing power and U.S. market demand.</p><p style=\"text-align: start;\">Also, Tesla&#39;s futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.</p><p><strong>Bank of America</strong> downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla&#39;s high valuation and possible difficulties carrying out its bold initiatives.</p><p style=\"text-align: start;\">With much of Tesla&#39;s growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock&#39;s current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189909655","content_text":"Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Previous Quarter ReviewTesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:Earnings per share: 72 cents, adjusted vs. 58 cents expectedRevenue: $25.18 billion vs. $25.37 billion expectedRevenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.Q4 Results OutlookTesla Reports First-Ever Drop in Annual DeliveriesTesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:Total deliveries Q4 2024: 495,570Total production Q4 2024: 459,445Total annual deliveries 2024: 1,789,226Total annual production 2024: 1,773,443Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.Tesla's Megapack Gains a Sweetener as Car Sales SlowTesla's 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter's earnings impact will be more pronounced by late 2025.Total auto 4Q gross margin could drop as much as 100 bps from 3Q's 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.Trump's Policies, Autonomous Vehicle Timelines and 2025 GuidanceTesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.Musk has said he expects FSD to achieve true self-driving by mid-2025, though he's said similar \"this year\" or \"next year\" statements for about a decade.In addition, Tesla's guidance for 2025 is an important factor affecting the stock price.Analyst's opinionsBullsMorgan Stanley believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.Adam Jonas, Morgan Stanley's high-profile auto analyst and a TSLA bull, increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a \"top pick\" for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.Wedbush Securities hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.Tesla continues to be Piper Sandler's \"#1 buy-and-hold idea,\" as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla's potential in \"real-world A.I.,\" which is driving portfolio managers to consider upside scenarios more seriously.BearsWells Fargo reaffirmed on its bearish Tesla call, ignoring the stock's rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.Wells Fargo's analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla's struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla's pricing power and U.S. market demand.Also, Tesla's futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.Bank of America downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla's high valuation and possible difficulties carrying out its bold initiatives.With much of Tesla's growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock's current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407139828285536,"gmtCreate":1740417252381,"gmtModify":1740418738504,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Pls try harder....F shorty. FU","listText":"Pls try harder....F shorty. FU","text":"Pls try harder....F shorty. FU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407139828285536","repostId":"2514776120","repostType":2,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407110653833544,"gmtCreate":1740410321269,"gmtModify":1740410431310,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Stop stirring shit u mother F. U are obviously a Tesla hater","listText":"Stop stirring shit u mother F. U are obviously a Tesla hater","text":"Stop stirring shit u mother F. U are obviously a Tesla hater","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407110653833544","repostId":"2513572060","repostType":2,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406590901920048,"gmtCreate":1740292963961,"gmtModify":1740292967685,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape","listText":"Sour grape","text":"Sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406590901920048","repostId":"2513200544","repostType":2,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406246020956496,"gmtCreate":1740169759518,"gmtModify":1740169763118,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"We already know this news. So FO","listText":"We already know this news. So FO","text":"We already know this news. So FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406246020956496","repostId":"2513214774","repostType":2,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406063434220000,"gmtCreate":1740164289953,"gmtModify":1740173788782,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So? Mind yr own F biz","listText":"So? Mind yr own F biz","text":"So? Mind yr own F biz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406063434220000","repostId":"2513216495","repostType":2,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406162273026312,"gmtCreate":1740155885633,"gmtModify":1740156517506,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape....Go F yrselve","listText":"Sour grape....Go F yrselve","text":"Sour grape....Go F yrselve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406162273026312","repostId":"2513975542","repostType":2,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413538387624200,"gmtCreate":1741955389676,"gmtModify":1741957786969,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up","listText":"Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up","text":"Can see that you are hater for Tesla. If I am yr friend I will not only end the friend ship. I will even beat u up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413538387624200","repostId":"2519808279","repostType":2,"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":408160580710584,"gmtCreate":1740669501319,"gmtModify":1740669505830,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Fact of life. This is called Sour grapes","listText":"Fact of life. This is called Sour grapes","text":"Fact of life. This is called Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/408160580710584","repostId":"2514898953","repostType":2,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413027800891552,"gmtCreate":1741869719307,"gmtModify":1741870808892,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So what has this got to do with Tesla???? Try harder to stir shit here","listText":"So what has this got to do with Tesla???? Try harder to stir shit here","text":"So what has this got to do with Tesla???? Try harder to stir shit here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/413027800891552","repostId":"2519836789","repostType":2,"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411468673688032,"gmtCreate":1741450462828,"gmtModify":1741450466544,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes","listText":"Sour grapes","text":"Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/411468673688032","repostId":"2517444091","repostType":2,"repost":{"id":"2517444091","kind":"highlight","pubTimestamp":1741484674,"share":"https://ttm.financial/m/news/2517444091?lang=&edition=fundamental","pubTime":"2025-03-09 09:44","market":"nz","language":"en","title":"What Would Tesla Be Worth Without Elon Musk?","url":"https://stock-news.laohu8.com/highlight/detail?id=2517444091","media":"Fortune","summary":"In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion dollars in valuation in the span of just over a month. That surge reversed four years of poor performance for Tesla's shares as investors soured on the EV maker's weakening fundamentals and CEO Elon Musk's serial promises of fully self-driving cars and an inexpensive mass-market model that proved an ever-receding horizon.Then in October, Musk recharged his stock via a fresh pledge to start producing the long-awaited Tesla Cybercab by mid-2025. And investors reckoned that Musk's newfound, headline-grabbing status as the highest-profile member of the Trump economic team in heading the Department of Government Efficiency , as well as his bromance with his boss, would somehow restore the buzz around Tesla. Musk appeared to be performing a never-before-seen coup in taming the federal bureaucracy","content":"<div>\n<p>In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>What Would Tesla Be Worth Without Elon Musk?</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\">\nWhat Would Tesla Be Worth Without Elon Musk?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-09 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4099":"汽车制造商","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4511":"特斯拉概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4588":"碎股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4592":"伊斯兰概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSYW.SI":"TESLA 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4574":"无人驾驶","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://finance.yahoo.com/news/tesla-worth-without-elon-musk-120000082.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2517444091","content_text":"In the weeks bracketing Donald Trump's victory on Nov. 5, Tesla's stock enjoyed one of the most explosive rides in the annals of publicly traded equities, gaining over 50% and almost half a trillion dollars in valuation in the span of just over a month. That surge reversed four years of poor performance for Tesla's shares as investors soured on the EV maker's weakening fundamentals and CEO Elon Musk's serial promises of fully self-driving cars and an inexpensive mass-market model that proved an ever-receding horizon.Then in October, Musk recharged his stock via a fresh pledge to start producing the long-awaited Tesla Cybercab by mid-2025. And investors reckoned that Musk's newfound, headline-grabbing status as the highest-profile member of the Trump economic team in heading the Department of Government Efficiency (DOGE), as well as his bromance with his boss, would somehow restore the buzz around Tesla. Musk appeared to be performing a never-before-seen coup in taming the federal bureaucracy. His early wins at the White House reminded folks and funds of the supposedly enduring Musk magic, and renewed belief in his epic vision for the EV giant.But in the last 10 weeks, the controversy Musk has unleashed in Europe now that he's center stage in the Trump administration, especially by backing far-right political parties, as well as terrible news from China, have crushed Tesla's shares, sending their prices back to where they started the takeoff, and retesting levels at the start of 2021. Put simply, Musk's failed promises are pushing investors to examine what they've long ignored—Tesla's bedrock value as a super-capital-intensive automaker—and ponder whether Musk's gauzy promises of things to come remotely justify its still-gigantic market cap.In reality, the math dictating the heroics Tesla must perform to deliver good returns from here looks impossible to achieve. So let's explore the company's worth as a maker of electric vehicles and batteries and separate out what we'll call the Musk Magic Premium, the extra market cap awarded for the \"forthcoming\" ventures Musk has failed to deliver but that still rally hordes of believers.We'll begin by posing arguably the top question in American business: What would Tesla be worth without Elon Musk?Calculating Tesla's worth on what it makes nowTo answer that question, this writer used conventional guideposts to reach an accurate valuation based on the products and services Tesla currently produces and sells, sans the wonders Musk is predicting. To establish repeatable, durable numbers for earnings, I eliminated special items, notably the $589 million write-up for the Bitcoin trove on Tesla's books allowed by new accounting rules, and the almost $6 billion tax benefit in Q4 of 2023. I also removed estimated after-tax income from sale of regulatory credits to competing manufacturers, a sideline that Musk acknowledges will disappear, though the rate of decline remains uncertain.Using that template, Tesla posted fundamental earnings of $4.2 billion in 2024. To establish a reasonable market cap, we first need to set an appropriate price-to-earnings (P/E) ratio. For the 10 largest automakers outside of China, a group that encompasses Ford and GM in the U.S.; Stellantis, Mercedes-Benz, BMW, and Volkswagen in Europe; and Toyota, Hyundai, Nissan, and Suzuki in Asia, the average is 6.9; only Nissan beaks double-digits at 15.1. Still, a huge share of Tesla's sales flows from China, the world's fastest-growing EV market by far, and the Chinese players sport higher multiples than anywhere else, often 20 or above. So we'll give Tesla a P/E of 20, which is still three times the norm for carmakers outside the world's second-biggest economy.Multiply $4.2 billion by 20 and you get a market cap of $84 billion. But Tesla's valuation as of midafternoon on Monday, March 3, stood at $955 billion. Hence it's selling at 227 times its 2024 underlying profits (the cap of $955 billion divided by profits of $4.2 billion)—and that's after an historic selloff. Those adjusted earnings, by the way, are less than half the $11 billion, using the same metric, that Tesla recorded in 2022. This vaunted growth juggernaut is actually shrinking as a profitmaker. Investors are baking in tons of extra worth centered on great expectations that Musk will score on robotaxi fleets, and sales of FSV software to existing Tesla owners so they can run their cars like customer-owned Ubers and Lyfts when they're not driving them. That \"Musk Sorcerer\" bounty amounts to the difference, a staggering $873 billion (the $955 billion cap minus Tesla's status quo estimate of $82 billion).Of course, Tesla is the riskiest of stocks, as shown by its wildly careening chart since the election. Investors will want at least a 10% annual return to strap themselves in for the lurching ride. Since Tesla doesn't pay a dividend, reaching that number would require its stock price to double in seven years, from $282 today to around $564. We'll assume the share count remains at today's levels. In that scenario, the market cap would wax twofold as well, hitting $1.91 trillion by early 2032.Grab a quick Scotch. We need to make another assumption to posit the net profits goal seven years from now, and that's the \"ending\" P/E. We'll put the figure at 30, well above the S&P's multidecade average, and a mark that would still tag Tesla as a relative tech sprinter even after staging one of the fastest expansions ever witnessed. The earnings bogey for 2023 is thus $64 billion, the $1.91 billion valuation divided by a P/E of 30.Tesla can't justify its current valuationReaching the \"target\" of $64 billion mandates that profits jump 15-fold from today's $4.2 billion in the seven-year interval. That's a leap of15 times; Tesla's after-tax profits would need to increase at a compound rate of 47% per year. If Musk devotees succeed in driving Tesla stock back to anywhere near the all-time peak notched in December, the bar for future profit growth gets even more outrageous and unvaultable. The average annual earnings increases baked in at the pinnacle valuation of $1.57 trillion: 60% a year. The more Musk followers believe, the more impossible the challenge to reward them appears.The rub is that just when Tesla needs a booster rocket, its engines are fizzling. Last year, its basic total revenues from carmaking rose just $200 million or 0.2% over 2023, meaning they actually fell over two points adjusted for inflation. And this year has started badly: In January 2024 compared to the same amount last year, revenues tumbled 50% in Europe and 11% in China.Musk may succeed in making Tesla a far bigger enterprise by launching fleets of robotaxis to duel Uber and Waymo, and making and selling FSD software to its current owners. But gaining size isn't enough. It will take both loads of new capital investment and huge returns on each dollar Musk plows into new projects for Tesla to sound the horn. It's unclear that Tesla can generate sufficient profits on its own to finance Musk's blueprint. If not, he'll be forced to sell stock and raise debt. The more outside cash he marshals, the tougher his task becomes: As the share count grows, so does the total earnings above $64 billion needed to multiply the share price 15-fold by 2032, the requirement for handing investors less-than-stupendous annual gains of 10%. Musk must secure the huge rates of return on those investments, funded internally and if necessary externally, to furnish the quicksilver profit ramp built into the share price.Therein lies the fantasy. As Musk pours tens of billions into building Tesla-owned robotaxis and obtaining the data-center gear to operate the navigation equipment in the FSV fleets, he'll face plenty of competition from players developing and deploying AI to prosper in exactly the same futuristic ventures. That competition will compress his margins, and slow the flywheel that he effectively claims will keep spinning: a flow of fabulously profitable products that generate hoards of cash to hatch and make more fabulously profitable products. Musk recently claimed Tesla could hike earnings 10-fold in the next five years. He's right in auguring what it will take to reward shareholders. He's just not showing much sign of getting there.As Musk flamboyantly attacks \"fraud, waste, and abuse\" from his perch in the White House, he's short on showing tangible proof from the plant floors in Austin, Berlin, and Shanghai that he's mounted a credible plan. America's \"Music Man\" is still garnering a huge Musk Magic, Oscar-worthy premium for Tesla's shares. As Musk attacks the perceived ills of the U.S. economy, Tesla's woes just keep growing.","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413077009903912,"gmtCreate":1741881654059,"gmtModify":1741881987117,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes stirring shit","listText":"Sour grapes stirring shit","text":"Sour grapes stirring shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413077009903912","repostId":"2519561288","repostType":2,"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399150213501416,"gmtCreate":1738473994285,"gmtModify":1738473998095,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape and red eye","listText":"Another sour grape and red eye","text":"Another sour grape and red eye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399150213501416","repostId":"1175504218","repostType":2,"repost":{"id":"1175504218","kind":"news","pubTimestamp":1738476351,"share":"https://ttm.financial/m/news/1175504218?lang=&edition=fundamental","pubTime":"2025-02-02 14:05","market":"us","language":"en","title":"Tesla: Once Again, It's Time To Trim","url":"https://stock-news.laohu8.com/highlight/detail?id=1175504218","media":"Seeking Alpha","summary":"Let's dive in.Our Tesla FrameworkIn case you missed our earlier articles on TSLA, here's a quick summary of how we see the stock. Normally, we'd skip writing a section like this, but TSLA is a very volatile, speculative bet, and many investors look at the financials and see entirely different things. Thus, we think it's necessary, first, to establish how we think about the company.In short, we see TSLA as an advanced manufacturing firm, mostly producing cars. Sure, TSLA also manufactures batteri","content":"<html><head></head><body><h2 id=\"id_2350035770\">Summary</h2><ul style=\"\"><li><p>We initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.</p></li><li><p>Then, we upgraded Tesla in April 2024 after the market appeared too negative on shares. Since, the stock has risen 126%, driven by speculation around Robotaxis and autonomous driving.</p></li><li><p>Now, Tesla appears overvalued again. We recommend trimming TSLA from your portfolio due to overly optimistic projections around “future products”.</p></li><li><p>We&#39;re downgrading TSLA to a Sell.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc1cd3d3c3dd57b72a9ddb8d4037dbd\" alt=\"White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.\" title=\"White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.\" tg-width=\"750\" tg-height=\"500\"/><span>White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.</span></p><p></p><p>Of all the stocks we&#39;ve covered here on Seeking Alpha, we&#39;re particularly proud of our track record when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA).</p><p>Our coverage began on the stock in November 2023, when we called the stock a <strong>Sell</strong> based on the company&#39;s slowing growth and lack of progress on key initiatives. At the time, the multiple seemed a bit rich for the company&#39;s output, so we came out as bears:</p><ul style=\"\"><li><p>Tesla: The Range Of Outcomes Is Narrowing; That&#39;s A Bad Thing.</p></li></ul><p>From that point, the stock <strong>fell roughly 31%</strong>, until we upgraded it on April 9th, 2024.</p><p>At that point, shares seemed unduly beat up, in our view, and we upgraded TSLA:</p><ul style=\"\"><li><p>Tesla: When The Time Comes To Buy, You Won&#39;t Want To (Rating Upgrade).</p></li></ul><p>Since then, the stock is <strong>back up roughly 126%</strong>, in which time we put out another bullish article about Robotaxis, arguing that speculation around future gains in autonomous driving and Optimus could drive continued appreciation for investors:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5581c8a7e68cb36fb694d47a44ae5139\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"412\"/><span>TSLA</span></p><p></p><p>All of this is to say that we feel like we have a “good bead” on the company&#39;s valuation and business dynamics.</p><p>From that frame, we feel that the stock has once again become &#39;too expensive&#39;, and it appears as though it could be time, once again, to trim.</p><p><strong>Today</strong>, we&#39;ll cover the recent earnings report, examine the stock&#39;s lofty valuation, and explain why, on balance, we think it&#39;s time to begin pruning TSLA out of your portfolio — at least for now.</p><p>Sound good? Let&#39;s dive in.</p><h2 id=\"id_4071302040\">Our Tesla Framework</h2><p>In case you missed our earlier articles on TSLA, here&#39;s a quick summary of how we see the stock. Normally, we&#39;d skip writing a section like this, but TSLA is a very volatile, <strong>speculative</strong> bet, and many investors look at the financials and see entirely different things. Thus, we think it&#39;s necessary, first, to establish how we think about the company.</p><p>In short, we see TSLA as an advanced manufacturing firm, <strong>mostly</strong> producing cars. Sure, TSLA also manufactures batteries and other components in its <strong>Energy</strong> segment, but at its heart, the firm is an automotive company.</p><p>Why? Because this is where most of TSLA&#39;s financial results are derived. A massive chunk of the company&#39;s revenues come from the automotive segment, which means that this is a natural point of comparison for analysts:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93a2427e63efa5746b2965c9ceb9e2e4\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"80\"/><span>TSLA</span></p><p></p><p>Thus, when contrasted with competitors, Tesla&#39;s $1.3 trillion valuation can be very challenging to comprehend.</p><p>In our view, this valuation difference vs. peers is largely down to TSLA&#39;s “upcoming” product launches, mainly <strong>full self-drive (“FSD”) &amp; Robotaxis</strong>, and <strong>Optimus</strong> (the robot):</p><blockquote><p></p><p>A significant portion of Tesla&#39;s current value is tied to higher margin, non-automotive, [&#39;future&#39;] products like Robotaxi, Dojo, and Optimus.</p><p>We&#39;d estimate that about 80% of TSLA&#39;s &#39;future product&#39; value is perceived to be in the Robotaxi segment, as it is the closest to &#39;production&#39; and the most natural extension of TSLA&#39;s current business.</p><p>If you take this estimate at face value, then it means [robotaxis are] likely incredibly consequential for <strong>~65% of TSLA&#39;s market cap </strong>or about $500 billion in shareholder value.</p></blockquote><p>This estimate was from October. Since then, TSLA has rallied more than 60% while financial results have largely remained flat, which signals that basically <strong>all of this appreciation</strong> has been due to <strong>investors assigning a higher multiple</strong> to these future product launches.</p><p>For TSLA, we see two main camps within the analyst community. There are those that see the stock as a purely “car” company (and thus, overvalued), and those that see it as an advanced manufacturer of the future, including automated cars, robots, software, energy solutions, and more (which would make it undervalued).</p><p>We sit somewhere in the middle. TSLA is clearly an automotive company right now, but if the company can execute — which they have proven that they can — then there could be significantly more value that gets unlocked for investors in coming years.</p><p>As sentiment around the company shifts, our “middle of the road” understanding gives us a leg up in identifying when things &#39;extend&#39; too far in one direction or the other, which is precisely what we think we see right now.</p><h2 id=\"id_2739569595\">Tesla&#39;s Q4</h2><p>Looking at the most recent quarter, Tesla turned in what most are collectively calling a “stinker.”</p><p>Revenue came in as a massive miss, and the firm&#39;s top-line growth also left much to be desired. EPS also came in below expectations, albeit slightly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c450991d7c204335d448252a6501dcd8\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"389\"/><span>TSLA</span></p><p></p><p>All in all, it was a pretty dismal showing.</p><p>Of particular note was the company&#39;s considerable drop in TTM net income, which is largely due to TSLA&#39;s car pricing strategy (cutting) having a continued impact on margins:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab5185ab57962b8842cdd2391d696294\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"410\"/><span>TSLA</span></p><p></p><p>These tactical pricing changes are meant to keep TSLA car volumes up, but it has put serious pressure on gross margins over time.</p><p>In other words, <strong>competition</strong> is heating up, materializing, and eating into investor&#39;s bottom-line returns:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c65e31186dd1af096afe7c1045b3cba\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"302\"/><span>TSLA</span></p><p></p><p>For much of TSLA&#39;s run over the last 5 years, many bulls have argued that the company&#39;s product was differentiated enough to warrant a higher multiple, on the back of structurally higher margins. However, now, this doesn&#39;t appear to be the case.</p><p>Granted, some decline in TTM net income is from the drop-off of a positive Q4 in 2023 which had a huge, unusual tax item, but even adjusted for that, TSLA&#39;s <strong>net income is still down double-digit percentages</strong>.</p><p>Trump&#39;s cutting of EV incentives only presents further headwinds to the business.</p><p>Similarly, TSLA&#39;s profitability would be down <strong>even more</strong> without Bitcoin. As we can see from the 10K, a material percentage of TSLA&#39;s $7.1 billion in net income is from an increase in the fair value of the firm&#39;s total Bitcoin holdings (emphasis added):</p><blockquote><p>Other income (expense), net, changed favorably by <strong>$523 million</strong> in the year ended December 31, 2024 as compared to the year ended December 31, 2023 primarily due to remeasurement of our bitcoin digital assets to fair value in 2024.</p></blockquote><p>Overall, it&#39;s not a pretty picture for the core business.</p><p>Bulls might say that these pricing headwinds are transient, or that the consumer environment is cyclical, but we&#39;d counter by saying <strong>hey, that&#39;s the car business</strong>.</p><p>In other words, maybe Tesla <em>isn&#39;t</em> that different from competitors when it comes to making and selling cars.</p><h2 id=\"id_3009924548\">The Valuation</h2><p>But what is Tesla worth?</p><p>If you slap on car industry averages to Tesla&#39;s financial results, then you&#39;re looking at a P/E of ~7x and a P/S of roughly 0.6x:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/816000a0e759e7a6c468d88f42c1758c\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"176\"/><span>TSLA</span></p><p></p><p>This would output a market cap between roughly ~$49 billion and ~$57 billion. Considering the current market cap of <strong><em>$1.28 trillion</em></strong>, the market clearly doesn&#39;t agree with this framing.</p><p>Looking now at the earnings call, TSLA management heavily, <strong>heavily</strong> focused on the company&#39;s future product lines — mainly Optimus and robotaxis (emphasis added):</p><blockquote><p></p><p>We made many critical investments in 2024 in manufacturing AI and robotics that will bear <strong>immense</strong> fruit in the future, <strong>immense</strong>.</p><p>Like it&#39;s, in fact, to such a scale that it is difficult to comprehend. And I&#39;ve said this before, and I&#39;ll stand by it. I see a path, I&#39;m not saying it&#39;s an easy path, but I see a path for <strong>Tesla being the most valuable company in the world by far</strong>, not even close.</p><p>Like, maybe several times more than, I mean, there is a path where <strong>Tesla is worth more than the next top five companies combined</strong>. There&#39;s a path to that. I mean, I think it&#39;s like an incredibly, just like a difficult path, but it is an achievable path.</p><p>So -- and that is overwhelmingly due to <strong>autonomous vehicles</strong> and autonomous <strong>humanoid robots</strong>.</p></blockquote><p>What a sales pitch!</p><p>To us, <strong>this</strong> makes Tesla&#39;s <em>story</em> “clear.” For investors, this is clearly where the value is coming from. The core business isn&#39;t growing much anymore as the market saturates and competition heats up — fine.</p><p>However, the company&#39;s balance sheet is strong, and as long as there&#39;s serious potential in TSLA&#39;s new businesses, then the stock gets the premium.</p><p>From this point, it&#39;s a “show me” story.</p><p>For our money, investors are too optimistic about this future.</p><p>In our previous article, we laid out what an <strong>incredibly</strong> optimistic bull case for what Robotaxis could be worth, assuming that they launched this year:</p><blockquote><p></p><p>In this model, adoption is slow to start, but quickly scales as users join the network and make their idle Teslas earn while they sleep.</p><p>Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b20aed07e35218fcce1a3d01c41ccfb0\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"199\"/><span>TSLA</span></p><p style=\"text-align: left;\"><strong>PropNotes</strong></p><p>In this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.</p><p>This scenario would represent a 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA&#39;s stock.</p><p>This works out to a share price of roughly <strong>$345 per share</strong>.</p></blockquote><p>Under this optimistic scenario, robotaxis launch immediately and gain market share quickly. In that case, we&#39;d argue Tesla is maybe worth $345 per share. Currently, the stock is trading at around $400, and robotaxis aren&#39;t expected until June, in a single city (Austin).</p><p>To us, this shows undue optimism, part of which may be caused by statements like this from management around the new product lines (emphasis added):</p><blockquote><p></p><p>I&#39;ve -- some of these things I&#39;ve said for quite a long time and I know people said, well, Elon is the boy who cried wolf-like several times but I&#39;m telling you there&#39;s a damn wolf this time and you can drive it. In fact, it can drive you. <strong>It&#39;s a self-driving wolf</strong>.</p><p>These things that already exist with no incremental cost change, just a software update, now have five times or more utility than they currently have. I think this will be the <strong>largest asset value increase in human history</strong>. Maybe there&#39;s something bigger, but I just don&#39;t know what it is. And so people who look in the rearview mirror are looking for past precedent, except I don&#39;t think there is one.</p><p>I think long-term, Optimus will be -- Optimus has the potential to be north of <strong><em>$10 trillion in revenue</em></strong>. Like, it&#39;s really bananas.</p></blockquote><p>All told, we don&#39;t expect that within a few years&#39; time, TSLA will be raking in 1/10th of global GDP in revenues on a single product alone.</p><h2 id=\"id_3741566877\">Summary</h2><p>Thus, we come to our summary of Tesla.</p><p>At this price, there&#39;s potentially significant value in the company&#39;s future projects, as the market has shown, but at present, the valuation of those projects appears too speculative.</p><p>Overall, this mispricing means that investors should consider selling out of their stakes and waiting to buy lower. If the past is anything to go by, you&#39;ll get your chance to do just that.</p><p>Cheers!</p></body></html>","source":"lsy1728464409321","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: Once Again, It's Time To Trim</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: Once Again, It's Time To Trim\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 14:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.Then, we upgraded Tesla in April 2024 after the market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade\">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/4753962-tesla-once-again-time-to-trim-double-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175504218","content_text":"SummaryWe initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.Then, we upgraded Tesla in April 2024 after the market appeared too negative on shares. Since, the stock has risen 126%, driven by speculation around Robotaxis and autonomous driving.Now, Tesla appears overvalued again. We recommend trimming TSLA from your portfolio due to overly optimistic projections around “future products”.We're downgrading TSLA to a Sell.White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.Of all the stocks we've covered here on Seeking Alpha, we're particularly proud of our track record when it comes to Tesla, Inc. (NASDAQ:TSLA).Our coverage began on the stock in November 2023, when we called the stock a Sell based on the company's slowing growth and lack of progress on key initiatives. At the time, the multiple seemed a bit rich for the company's output, so we came out as bears:Tesla: The Range Of Outcomes Is Narrowing; That's A Bad Thing.From that point, the stock fell roughly 31%, until we upgraded it on April 9th, 2024.At that point, shares seemed unduly beat up, in our view, and we upgraded TSLA:Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade).Since then, the stock is back up roughly 126%, in which time we put out another bullish article about Robotaxis, arguing that speculation around future gains in autonomous driving and Optimus could drive continued appreciation for investors:TSLAAll of this is to say that we feel like we have a “good bead” on the company's valuation and business dynamics.From that frame, we feel that the stock has once again become 'too expensive', and it appears as though it could be time, once again, to trim.Today, we'll cover the recent earnings report, examine the stock's lofty valuation, and explain why, on balance, we think it's time to begin pruning TSLA out of your portfolio — at least for now.Sound good? Let's dive in.Our Tesla FrameworkIn case you missed our earlier articles on TSLA, here's a quick summary of how we see the stock. Normally, we'd skip writing a section like this, but TSLA is a very volatile, speculative bet, and many investors look at the financials and see entirely different things. Thus, we think it's necessary, first, to establish how we think about the company.In short, we see TSLA as an advanced manufacturing firm, mostly producing cars. Sure, TSLA also manufactures batteries and other components in its Energy segment, but at its heart, the firm is an automotive company.Why? Because this is where most of TSLA's financial results are derived. A massive chunk of the company's revenues come from the automotive segment, which means that this is a natural point of comparison for analysts:TSLAThus, when contrasted with competitors, Tesla's $1.3 trillion valuation can be very challenging to comprehend.In our view, this valuation difference vs. peers is largely down to TSLA's “upcoming” product launches, mainly full self-drive (“FSD”) & Robotaxis, and Optimus (the robot):A significant portion of Tesla's current value is tied to higher margin, non-automotive, ['future'] products like Robotaxi, Dojo, and Optimus.We'd estimate that about 80% of TSLA's 'future product' value is perceived to be in the Robotaxi segment, as it is the closest to 'production' and the most natural extension of TSLA's current business.If you take this estimate at face value, then it means [robotaxis are] likely incredibly consequential for ~65% of TSLA's market cap or about $500 billion in shareholder value.This estimate was from October. Since then, TSLA has rallied more than 60% while financial results have largely remained flat, which signals that basically all of this appreciation has been due to investors assigning a higher multiple to these future product launches.For TSLA, we see two main camps within the analyst community. There are those that see the stock as a purely “car” company (and thus, overvalued), and those that see it as an advanced manufacturer of the future, including automated cars, robots, software, energy solutions, and more (which would make it undervalued).We sit somewhere in the middle. TSLA is clearly an automotive company right now, but if the company can execute — which they have proven that they can — then there could be significantly more value that gets unlocked for investors in coming years.As sentiment around the company shifts, our “middle of the road” understanding gives us a leg up in identifying when things 'extend' too far in one direction or the other, which is precisely what we think we see right now.Tesla's Q4Looking at the most recent quarter, Tesla turned in what most are collectively calling a “stinker.”Revenue came in as a massive miss, and the firm's top-line growth also left much to be desired. EPS also came in below expectations, albeit slightly.TSLAAll in all, it was a pretty dismal showing.Of particular note was the company's considerable drop in TTM net income, which is largely due to TSLA's car pricing strategy (cutting) having a continued impact on margins:TSLAThese tactical pricing changes are meant to keep TSLA car volumes up, but it has put serious pressure on gross margins over time.In other words, competition is heating up, materializing, and eating into investor's bottom-line returns:TSLAFor much of TSLA's run over the last 5 years, many bulls have argued that the company's product was differentiated enough to warrant a higher multiple, on the back of structurally higher margins. However, now, this doesn't appear to be the case.Granted, some decline in TTM net income is from the drop-off of a positive Q4 in 2023 which had a huge, unusual tax item, but even adjusted for that, TSLA's net income is still down double-digit percentages.Trump's cutting of EV incentives only presents further headwinds to the business.Similarly, TSLA's profitability would be down even more without Bitcoin. As we can see from the 10K, a material percentage of TSLA's $7.1 billion in net income is from an increase in the fair value of the firm's total Bitcoin holdings (emphasis added):Other income (expense), net, changed favorably by $523 million in the year ended December 31, 2024 as compared to the year ended December 31, 2023 primarily due to remeasurement of our bitcoin digital assets to fair value in 2024.Overall, it's not a pretty picture for the core business.Bulls might say that these pricing headwinds are transient, or that the consumer environment is cyclical, but we'd counter by saying hey, that's the car business.In other words, maybe Tesla isn't that different from competitors when it comes to making and selling cars.The ValuationBut what is Tesla worth?If you slap on car industry averages to Tesla's financial results, then you're looking at a P/E of ~7x and a P/S of roughly 0.6x:TSLAThis would output a market cap between roughly ~$49 billion and ~$57 billion. Considering the current market cap of $1.28 trillion, the market clearly doesn't agree with this framing.Looking now at the earnings call, TSLA management heavily, heavily focused on the company's future product lines — mainly Optimus and robotaxis (emphasis added):We made many critical investments in 2024 in manufacturing AI and robotics that will bear immense fruit in the future, immense.Like it's, in fact, to such a scale that it is difficult to comprehend. And I've said this before, and I'll stand by it. I see a path, I'm not saying it's an easy path, but I see a path for Tesla being the most valuable company in the world by far, not even close.Like, maybe several times more than, I mean, there is a path where Tesla is worth more than the next top five companies combined. There's a path to that. I mean, I think it's like an incredibly, just like a difficult path, but it is an achievable path.So -- and that is overwhelmingly due to autonomous vehicles and autonomous humanoid robots.What a sales pitch!To us, this makes Tesla's story “clear.” For investors, this is clearly where the value is coming from. The core business isn't growing much anymore as the market saturates and competition heats up — fine.However, the company's balance sheet is strong, and as long as there's serious potential in TSLA's new businesses, then the stock gets the premium.From this point, it's a “show me” story.For our money, investors are too optimistic about this future.In our previous article, we laid out what an incredibly optimistic bull case for what Robotaxis could be worth, assuming that they launched this year:In this model, adoption is slow to start, but quickly scales as users join the network and make their idle Teslas earn while they sleep.Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:TSLAPropNotesIn this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.This scenario would represent a 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA's stock.This works out to a share price of roughly $345 per share.Under this optimistic scenario, robotaxis launch immediately and gain market share quickly. In that case, we'd argue Tesla is maybe worth $345 per share. Currently, the stock is trading at around $400, and robotaxis aren't expected until June, in a single city (Austin).To us, this shows undue optimism, part of which may be caused by statements like this from management around the new product lines (emphasis added):I've -- some of these things I've said for quite a long time and I know people said, well, Elon is the boy who cried wolf-like several times but I'm telling you there's a damn wolf this time and you can drive it. In fact, it can drive you. It's a self-driving wolf.These things that already exist with no incremental cost change, just a software update, now have five times or more utility than they currently have. I think this will be the largest asset value increase in human history. Maybe there's something bigger, but I just don't know what it is. And so people who look in the rearview mirror are looking for past precedent, except I don't think there is one.I think long-term, Optimus will be -- Optimus has the potential to be north of $10 trillion in revenue. Like, it's really bananas.All told, we don't expect that within a few years' time, TSLA will be raking in 1/10th of global GDP in revenues on a single product alone.SummaryThus, we come to our summary of Tesla.At this price, there's potentially significant value in the company's future projects, as the market has shown, but at present, the valuation of those projects appears too speculative.Overall, this mispricing means that investors should consider selling out of their stakes and waiting to buy lower. If the past is anything to go by, you'll get your chance to do just that.Cheers!","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397462361432488,"gmtCreate":1738062088633,"gmtModify":1738062092847,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Hope Tesla sue u","listText":"Hope Tesla sue u","text":"Hope Tesla sue u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397462361432488","repostId":"2506595597","repostType":2,"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397462131171856,"gmtCreate":1738062079310,"gmtModify":1738062083038,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape","listText":"Another sour grape","text":"Another sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397462131171856","repostId":"2506595597","repostType":2,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422218877059344,"gmtCreate":1744106078125,"gmtModify":1744106081866,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another fake news","listText":"Another fake news","text":"Another fake news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422218877059344","repostId":"1153362475","repostType":2,"repost":{"id":"1153362475","kind":"news","pubTimestamp":1744105200,"share":"https://ttm.financial/m/news/1153362475?lang=&edition=fundamental","pubTime":"2025-04-08 17:40","market":"us","language":"en","title":"Musk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=1153362475","media":"The Washington Post","summary":"The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.Over the weeke","content":"<html><head></head><body><p>The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7469706fc17b6dc9c33b9a5cfaa04e73\" alt=\"Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.\" title=\"Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.\" tg-width=\"767\" tg-height=\"511\"/><span>Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.</span></p><p>Over the weekend, as Elon Musk launched into a barrage of social media posts criticizing one of the lead White House advisers for President Donald<strong> </strong>Trump’s aggressive tariff plan, Musk was going over that same official’s head — and<strong> </strong>making personal appeals to Trump.</p><p>The attempted intervention, confirmed by two people familiar with the matter who spoke on the condition of anonymity to discuss private talks, has not brought success so far; Trump threatened Monday to add new 50 percent tariffs on imports from China to go along with the 34 percent taxes he announced last week. (The president did signal he was open to negotiations on some aspects of his policy.) Musk, meanwhile,<strong> </strong>posted a video to X in which the late conservative<strong> </strong>economist Milton Friedman touted the benefits of international trade cooperation — “the impersonal operation of prices,” as he put it — breaking down the sources of the materials that go into a simple wooden pencil.</p><p>Musk’s break with Trump over a signature administration priority marks the highest-profile disagreement between the president and one of his key advisers, who poured nearly $290 million into backing him and other Republicans in last year’s elections<strong> </strong>and has been leading the U.S. DOGE Service’s cost-cutting efforts since January. Musk has also disagreed with other members of Trump’s coalition on issues such as H1-B visas for skilled immigrants and on DOGE’s approach to government spending.</p><p>On Saturday, Musk took aim at the<strong> </strong>administration official who has been key to developing the tariff plans, White House trade adviser Peter Navarro, lighting into his credentials.</p><p>“A PhD in Econ from Harvard is a bad thing, not a good thing,” Musk wrote.</p><p>Navarro did not respond to a request for comment.</p><p>“The President has put together a remarkable team of highly talented and experienced individuals who bring different ideas to the table, knowing that President Trump is the ultimate decision maker,” White House press secretary Karoline Leavitt said in a statement. “When he makes a decision everyone rows in the same direction to execute. That’s why this Administration has done more in two months than the previous Admin did in four years.”</p><p>In an interview with Italian Deputy Prime Minister Matteo Salvini over the weekend, Musk also<strong> </strong>said he would like to see a “free trade zone” between Europe and the United States: “At the end of the day, I hope it’s agreed that both Europe and the United States should move ideally, in my view, to a zero-tariff situation.”</p><p>Musk also said that he would like more freedom for people to move between countries in Europe and the United States and work in either “if they wish.”</p><p>“That has certainly been my advice to the president,” he said.</p><p>Musk, who is chief executive of electric vehicle maker Tesla, has long seen tariffs as detrimental to the business aims of a company that counts both the United States and China as key manufacturing and consumer hubs. Other car manufacturers, though, are likely to be hurt more by the new tariffs, analysts have said.</p><p>But Musk has opposed tariffs since at least Trump’s first term, when Tesla filed a lawsuit seeking to overturn the tax on Tesla’s imports from China to the United States.</p><p>In 2020, top executives at Tesla wanted the company to sue the Trump administration over its tariffs on China. Musk initially agreed, saying that parts of Trump’s package were unfair to the carmaker. But after Tesla filed the lawsuit in September 2020, Musk reacted in a “super negative way” about the decision, even berating some staff members for suggesting Tesla file the suit, according to a person familiar with the matter, because right-wing accounts on Twitter said Musk was trying to curry favor with the Chinese and was going against Trump’s “America First” agenda.</p><p>Many of the business and technology leaders who supported Trump’s<strong> </strong>candidacy were stunned by the president’s decision to go forward with such steep tariffs, and equally disappointed that they weren’t able to exert more influence on the policy, the two people familiar with the matter said. People in Musk’s orbit made direct appeals to friends in the Trump administration, including Vice President JD Vance and Musk, arguing for what they felt were more sensible free trade policies. One Musk friend, investor Joe Lonsdale, posted on X that he had argued to “friends in the administration” in recent days that tariffs would hurt American companies more than Chinese ones. Lonsdale declined to comment about his arguments beyond his X post.</p><p>A group of business leaders worked over the weekend to put together an informal group that would lobby members of the Trump administration for more moderate policies, said one of the people.</p><p>Many supported Trump last year even while knowing that the steep tariffs he had long promised could be destructive to both the tech industry and the economy as a whole, but they felt that Trump could be swayed by advisers such as Treasury Secretary Scott Bessent to adopt a softer approach, the people said. The business leaders also did not anticipate that Commerce Secretary Howard Lutnick, who had been one of Musk’s key conduits into Trump’s orbit, would be such a strong advocate of protectionist polices.</p><p>The dispute between the president and one of his most influential advisers comes just weeks before Musk,<strong> </strong>the world’s richest person, is expected to depart his post in the administration. It also comes amid increasing pressure on Tesla to reverse signs of slumping demand — prompted in part by Musk’s foray into politics.</p><p>“The backlash from Trump tariff policies in China and Musk’s association will be hard to understate,” said Dan Ives, analyst with Wedbush Securities, an enthusiastic Tesla backer who lowered Tesla’s stock price target — a measure of its viability — from $550 to $315 “to reflect these new softer demand estimates.”</p><p>“Tesla has essentially become a political symbol globally … and that is a very bad thing for the future of this disruptive tech stalwart and the brand crisis tornado that has now turned into an F5 tornado,” he wrote.</p><p>Tesla stock closed at $233.29 per share Monday, down more than 2.5 percent. So far this year, the stock has lost more than 38 percent of its value.</p><p>Musk showed signs of attempting reconciliation later Monday. He touted an X thread from the official U.S. trade representative account highlighting what it called unfair trade practices affecting American exporters, in light of Trump’s tariffs. “Good points,” Musk said.</p><p>Musk’s brother and fellow Tesla board member Kimbal Musk also<strong> </strong>lobbed sharp criticism at the president over the tariff policies Monday.</p><p>“Who would have thought that Trump was actually the most high tax American President in generations,” he wrote on X, the social media site Elon Musk owns. “Through his tariff strategy, Trump has implemented a structural, permanent tax on the American consumer.”</p><p>The remarks came less than a month after Kimbal Musk had thanked Trump for hosting an event featuring Teslas on the White House lawn.</p></body></html>","source":"lsy1602754136468","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>Musk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs</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\">\nMusk Made Direct Appeals to Trump to Reverse Sweeping New Tariffs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-08 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/><strong>The Washington Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.Over the ...</p>\n\n<a href=\"https://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/\">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://www.washingtonpost.com/business/2025/04/07/musk-trump-tariffs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153362475","content_text":"The world’s richest person, a key Trump adviser and political donor, was ultimately unsuccessful.Elon Musk speaks with President Donald Trump and reporters in the Oval Office on Feb. 11.Over the weekend, as Elon Musk launched into a barrage of social media posts criticizing one of the lead White House advisers for President Donald Trump’s aggressive tariff plan, Musk was going over that same official’s head — and making personal appeals to Trump.The attempted intervention, confirmed by two people familiar with the matter who spoke on the condition of anonymity to discuss private talks, has not brought success so far; Trump threatened Monday to add new 50 percent tariffs on imports from China to go along with the 34 percent taxes he announced last week. (The president did signal he was open to negotiations on some aspects of his policy.) Musk, meanwhile, posted a video to X in which the late conservative economist Milton Friedman touted the benefits of international trade cooperation — “the impersonal operation of prices,” as he put it — breaking down the sources of the materials that go into a simple wooden pencil.Musk’s break with Trump over a signature administration priority marks the highest-profile disagreement between the president and one of his key advisers, who poured nearly $290 million into backing him and other Republicans in last year’s elections and has been leading the U.S. DOGE Service’s cost-cutting efforts since January. Musk has also disagreed with other members of Trump’s coalition on issues such as H1-B visas for skilled immigrants and on DOGE’s approach to government spending.On Saturday, Musk took aim at the administration official who has been key to developing the tariff plans, White House trade adviser Peter Navarro, lighting into his credentials.“A PhD in Econ from Harvard is a bad thing, not a good thing,” Musk wrote.Navarro did not respond to a request for comment.“The President has put together a remarkable team of highly talented and experienced individuals who bring different ideas to the table, knowing that President Trump is the ultimate decision maker,” White House press secretary Karoline Leavitt said in a statement. “When he makes a decision everyone rows in the same direction to execute. That’s why this Administration has done more in two months than the previous Admin did in four years.”In an interview with Italian Deputy Prime Minister Matteo Salvini over the weekend, Musk also said he would like to see a “free trade zone” between Europe and the United States: “At the end of the day, I hope it’s agreed that both Europe and the United States should move ideally, in my view, to a zero-tariff situation.”Musk also said that he would like more freedom for people to move between countries in Europe and the United States and work in either “if they wish.”“That has certainly been my advice to the president,” he said.Musk, who is chief executive of electric vehicle maker Tesla, has long seen tariffs as detrimental to the business aims of a company that counts both the United States and China as key manufacturing and consumer hubs. Other car manufacturers, though, are likely to be hurt more by the new tariffs, analysts have said.But Musk has opposed tariffs since at least Trump’s first term, when Tesla filed a lawsuit seeking to overturn the tax on Tesla’s imports from China to the United States.In 2020, top executives at Tesla wanted the company to sue the Trump administration over its tariffs on China. Musk initially agreed, saying that parts of Trump’s package were unfair to the carmaker. But after Tesla filed the lawsuit in September 2020, Musk reacted in a “super negative way” about the decision, even berating some staff members for suggesting Tesla file the suit, according to a person familiar with the matter, because right-wing accounts on Twitter said Musk was trying to curry favor with the Chinese and was going against Trump’s “America First” agenda.Many of the business and technology leaders who supported Trump’s candidacy were stunned by the president’s decision to go forward with such steep tariffs, and equally disappointed that they weren’t able to exert more influence on the policy, the two people familiar with the matter said. People in Musk’s orbit made direct appeals to friends in the Trump administration, including Vice President JD Vance and Musk, arguing for what they felt were more sensible free trade policies. One Musk friend, investor Joe Lonsdale, posted on X that he had argued to “friends in the administration” in recent days that tariffs would hurt American companies more than Chinese ones. Lonsdale declined to comment about his arguments beyond his X post.A group of business leaders worked over the weekend to put together an informal group that would lobby members of the Trump administration for more moderate policies, said one of the people.Many supported Trump last year even while knowing that the steep tariffs he had long promised could be destructive to both the tech industry and the economy as a whole, but they felt that Trump could be swayed by advisers such as Treasury Secretary Scott Bessent to adopt a softer approach, the people said. The business leaders also did not anticipate that Commerce Secretary Howard Lutnick, who had been one of Musk’s key conduits into Trump’s orbit, would be such a strong advocate of protectionist polices.The dispute between the president and one of his most influential advisers comes just weeks before Musk, the world’s richest person, is expected to depart his post in the administration. It also comes amid increasing pressure on Tesla to reverse signs of slumping demand — prompted in part by Musk’s foray into politics.“The backlash from Trump tariff policies in China and Musk’s association will be hard to understate,” said Dan Ives, analyst with Wedbush Securities, an enthusiastic Tesla backer who lowered Tesla’s stock price target — a measure of its viability — from $550 to $315 “to reflect these new softer demand estimates.”“Tesla has essentially become a political symbol globally … and that is a very bad thing for the future of this disruptive tech stalwart and the brand crisis tornado that has now turned into an F5 tornado,” he wrote.Tesla stock closed at $233.29 per share Monday, down more than 2.5 percent. So far this year, the stock has lost more than 38 percent of its value.Musk showed signs of attempting reconciliation later Monday. He touted an X thread from the official U.S. trade representative account highlighting what it called unfair trade practices affecting American exporters, in light of Trump’s tariffs. “Good points,” Musk said.Musk’s brother and fellow Tesla board member Kimbal Musk also lobbed sharp criticism at the president over the tariff policies Monday.“Who would have thought that Trump was actually the most high tax American President in generations,” he wrote on X, the social media site Elon Musk owns. “Through his tariff strategy, Trump has implemented a structural, permanent tax on the American consumer.”The remarks came less than a month after Kimbal Musk had thanked Trump for hosting an event featuring Teslas on the White House lawn.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416755323322408,"gmtCreate":1742755163913,"gmtModify":1742770392744,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Go F ur mother&nbsp;","listText":"Go F ur mother&nbsp;","text":"Go F ur mother","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416755323322408","repostId":"2521207916","repostType":2,"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416756112183888,"gmtCreate":1742755153260,"gmtModify":1742770392525,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Tok cock","listText":"Tok cock","text":"Tok cock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416756112183888","repostId":"2521207916","repostType":2,"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":416628407927376,"gmtCreate":1742723975463,"gmtModify":1742723979605,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"You not tired of this??? Such news are already so stale!","listText":"You not tired of this??? Such news are already so stale!","text":"You not tired of this??? Such news are already so stale!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/416628407927376","repostId":"2521514276","repostType":2,"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":415974735061248,"gmtCreate":1742564564086,"gmtModify":1742564568957,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"FU","listText":"FU","text":"FU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/415974735061248","repostId":"2521128478","repostType":2,"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}