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09-17 18:38

Lol good luck

Tesla Set For A Breakout After A Flat Year

09-16

lol someone hating on intel. Putting out headlines in 2022

Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report

09-16

Lol good luck

Sorry, the original content has been removed

09-06

Another trap

Tesla Stock Rises Again. Self-Driving News Is Exciting Investors

09-04

Lol wish u gd luck

Tesla Stock Looks Ready To Break Out (Technical Analysis)

2023-12-01

$Tesla Motors(TSLA)$ Why is it going down?

Go to Tiger App to see more news

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good luck","listText":"Lol good luck","text":"Lol good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350378009657544","repostId":"2468847168","repostType":2,"repost":{"id":"2468847168","pubTimestamp":1726536903,"share":"https://ttm.financial/m/news/2468847168?lang=&edition=fundamental","pubTime":"2024-09-17 09:35","market":"fut","language":"en","title":"Tesla Set For A Breakout After A Flat Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2468847168","media":"seekingalpha","summary":"Tesla's price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.The energy storage business grew 100% YoY in Q2 2024, with projections to ex","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.</p></li><li><p>The energy storage business grew 100% YoY in Q2 2024, with projections to exceed $13 billion in revenue by 2025.</p></li><li><p>Autonomous driving market is set to grow to $2.8 trillion by 2033, with Tesla&#39;s FSD leading the charge.</p></li><li><p>Tesla&#39;s revenue grew at a 31.56% CAGR over three years, showcasing substantial expansion into new, high-growth industries.</p></li><li><p>Growing EV competition from Chinese and domestic manufacturers is intensifying, challenging Tesla’s market share and pricing power globally.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d81f82cb135227750bebbe417d974833\" tg-width=\"750\" tg-height=\"422\"/></p><p>piranka</p><p></p><h2 id=\"id_2568654027\">Investment Thesis</h2><p>Tesla&#39;s (NASDAQ:TSLA) (NEOE:TSLA:CA) outlook remains bullish due to its fundamental solid growth across all its business segments; in Q2 of 2024, Energy Storage revenues enhanced 100% YoY, recording a new high of 9.4 GWh deployed and setting the firm well on track to more than $13 billion revenue generation through 2025.</p><p>Tesla also constructs a capital-efficient business into autonomous driving and robotics at the bottom of the S-curve, underpinned by early leadership in full self-driving technology that should disrupt many industries.</p><p>Following our strong buy rating in June with a $200 price target, Tesla reached and surpassed the target, delivering a 23% return. Updated technicals demonstrate continued bullish momentum.</p><h2 id=\"id_558082997\">Tesla&#39;s Bullish Breakout: Fibonacci Levels Signal $316+ Upside</h2><p>TSLA&#39;s current price is $230, with an average price target of $316, which aligns with the 1.618 Fibonacci retracement level. This signals a potential bullish trend continuation. The optimistic price target of $368 corresponds to the 2.118 Fibonacci extension, suggesting that Tesla could experience a substantial upside if the market momentum remains strong. Conversely, the pessimistic target of $200 stands at the 0.5 Fibonacci level, which reflects a downside risk based on potential corrections or broader market downturns.</p><p>Moreover, the RSI is currently at 58.46, which indicates that Tesla is moving towards the overbought territory. The upward trend in the RSI line (after taking support near 50) suggests renewed buying interest, which means the current price action may move towards the upside for the short- to mid-term.</p><p>Further, the VPT line points to a recovery of bullish volume momentum after short-term weakness. The line stands at 4.49 billion, and the moving average of 4.42 billion supports the likelihood of a sustained price increase if the trend holds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d94abd3edc42bdc274a5734d8ae8e0a2\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (TrendSpider)</p><p></p><p>Tesla&#39;s seasonality over the past 14 years shows mixed performance. September has a low <strong>40% probability of positive returns</strong>, urging caution for investors this month. June stands out as the strongest, with a 79% chance of gains, followed by November at 71%, reflecting strong mid-year and late-year trends. Weaker months include October (36%) and August (43%), indicating more volatility or bearish tendencies. While September&#39;s outlook is cautious, TSLA tends to perform better during mid-year and late-year periods, offering stronger historical opportunities for potential gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ffadaed30ce12313416d240315a1c01\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (TrendSpider)</p><p></p><h2 id=\"id_1973954971\">Beyond EV, A Lead in Autonomous Driving, Robotics, and Energy Storage Market</h2><p>Tesla&#39;s market opportunity is transforming into a solid lead in autonomous driving, robotics, and energy storage. Deutsche Bank marked Tesla as a &#34;technology platform&#34; with the potential to disrupt industries. This vision is anchored in Tesla&#39;s focus on robotaxis and humanoid robots. The company aims to go beyond car manufacturing, expanding into new sectors.</p><p>The autonomous driving market is predicted to soar in developed markets. Based on an annual growth of 33%, it may exceed $2.8 trillion by 2033. Tesla&#39;s early lead comes from its advanced AI and vast driving data. Its FSD software is central to this push. As FSD&#39;s price drops and its capabilities grow, mass adoption becomes likely. This shift could cement Tesla&#39;s top-line growth and street sentiment about its dominance in autonomous technology.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fe0b10d2b6657997085be1ef3beb465\" tg-width=\"777\" tg-height=\"557\"/></p><p>Goldman Sachs</p><p></p><p>Tesla&#39;s humanoid robot, Optimus, is in early development and performs well in repetitive or hazardous tasks. The global robotics market could surpass $375 billion by 2035. The number of US humanoid robots may hit 63 million by 2050, with a $3 trillion market shift. Tesla&#39;s expertise in AI and robotics may help the company capture a significant market share. The ongoing development of its technologies will likely derive top-line growth in a whole new segment.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e6a868413923ae06edd9f9f79af3029\" tg-width=\"1280\" tg-height=\"617\"/></p><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a></p><p></p><p>Similarly, Tesla&#39;s energy storage business is also bringing in substantial revenue expansion (100% YoY in Q2 2024) that could generate over $13 billion in sales by 2025. Investments in battery storage in 2024 are booming and surpass $50 billion. In Q2 2024, Tesla deployed 9.4 GWh in energy storage (more than 40GWh in 2024), setting a new record. The rising demand for energy storage stems from the shift to renewable energy. Tesla&#39;s products like the Megapack and Powerwall are key to this strategy.</p><p>Fundamentally, Energy storage is a high-margin business for Tesla that complements its EVs and strengthens its brand. As solar and wind energy become popular, reliable storage becomes more crucial. Tesla has a significant opportunity to tap into this demand, as the energy storage market had 3X YoY growth in 2023. This may create room for Tesla&#39;s top-line growth, and its focus on cost reduction and technology improvements will support its expansion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/37b6f860736b57afa3c2e5ab35ad4f3b\" tg-width=\"1280\" tg-height=\"733\"/></p><p>BloombergNEF</p><p></p><p>In addition to these opportunities, Tesla&#39;s automotive business may boom by introducing new models. It is preparing to ramp up Cybertruck production and lower-cost models by 2025. Short-term margin softness has occurred due to higher costs, restructuring, and AI investments, but these challenges are temporary. Tesla&#39;s margins may improve as it achieves cost efficiencies with innovations like the 4680 battery cell production and robotaxi initiative. Tesla&#39;s FSD software is one of the most advanced systems today, and it targets the first to hit a fully autonomous robotaxi fleet (the first mover advantage against Waymo) as the robotaxi market could surpass $10 trillion by 2030.</p><p>Beyond all this, Tesla&#39;s upcoming Q3 earnings and robotaxi event (in October 2024) are vital as the street looks for signs of recovery from its recent margin pressures. The consensus estimate for Tesla&#39;s normalized EPS is $0.63 (-5.02% YoY). The revenue estimate for Q3 2024 stands at $25.66 billion, representing a YoY growth of 9.88%.</p><p>While this is solid growth, it&#39;s slower than Tesla&#39;s history, reflecting the hit the company is taking from pricing pressures and increasing competition in the EV market. For Q4 2024, though, Tesla revenues are forecasted to grow 7.53% to $27.06 billion, promising a rebound in performance from new and refreshed models now hitting the road.</p><h2 id=\"id_600666350\">Tesla&#39;s Explosive Growth: High Volatility, Massive Potential</h2><p>Tesla&#39;s revenue growth has a 31.56% CAGR over the last 3 years. Over the past decade, the top-line CAGR was even higher at 44.29%, highlighting the company&#39;s ability to expand rapidly. However, recent revenue growth slowed to 1.37% YoY due to external pressures. These include supply chain disruptions, inflation, and increased EV competition. At the bottom line, operating income growth has been strong, with a five-year CAGR of 84.75%. Yet, in the last year, EBIT declined by 43.03% due to spending on AI, robotics, and growth initiatives. This temporary setback should reverse as these investments yield results.</p><p>Moreover, Tesla&#39;s EPS growth has followed a similar path. The company&#39;s EPS has expanded 77.89% over the last three years but reported a decline to 1.06% YoY in the trailing twelve months. The company targets long-term growth rather than short-term profits, and the boom in its EPS growth could happen when its energy storage and autonomous driving sectors start to grow. This may lead to high stock valuations and massive price changes in upcoming quarters.</p><p>Finally, Tesla&#39;s stock has a 24-month beta of 1.95, indicating it is more volatile than the market. For example, competitors like Toyota (TM), BYD (OTCPK:BYDDF), and Ferrari (RACE) have far lower betas. Tesla&#39;s high volatility owes to its high-growth expectations, but this risk is partly compensated for by Tesla&#39;s strong financial position and capacity utilization. Tesla stands at an Altman Z-Score of 10.76, a low risk of financial distress that places it in another league, relatively speaking, with other car manufacturers. By comparison, Toyota has a Z-score of only 1.67 and a BYD of 1.72, which is substantially lower.</p><h2 id=\"id_3070444994\">Downsides: Weak Earnings and Revenue Projections, Challenges Ahead, And High Valuations</h2><p>The divergence in EPS growth estimates between Q3-Q4 2024 and Q1-Q2 2025 indicates that while Tesla faced short-term headwinds, its financial performance may improve towards the end of the year. For Q4 2024, the EPS estimate rises to $0.68, reflecting only a modest YoY decline of 4.3%. There are uncertainties in Tesla&#39;s near-term outlook, particularly regarding vehicle pricing and cost inflation. Hence, these factors may affect consumer purchasing power, particularly for high-priced EVs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18a6dbf7dd3f31e6a344995b6ee9cf42\" tg-width=\"835\" tg-height=\"400\"/></p><p>Seeking Alpha</p><p></p><p>Furthermore, Chinese and domestic EV manufacturers introduce more competitive models as competition increases in the EV market. In addition, dependency for sales on Model 3/Y and the very slow rollout of new models such as Cybertruck and the Semi further reduces the ability to exploit the EV market. This is reflected by modest Q3 and Q4 revenue growth projections.</p><p>Tesla delivered 444K vehicles in Q2 2024, slightly below expectations, impacting the stock price. Analysts project 469K deliveries (Canaccord reduced the estimate) in Q3 2024, so its market value growth is directly tied to new models and production scaling. Thus, any continued issues in deliveries may hit the stock harder.</p><p>In terms of valuation, Tesla&#39;s P/E ratio marks a weakness in its long-term growth potential. The forward P/E ratio is 96.92, massively higher than the sector median of 15.79, representing a 514% premium. Tesla&#39;s short-term leads in the EV market justify some premium, but not to this level. Critically, the company&#39;s P/E ratio is just 15% undervalued from its five-year average of 114.1, which limits potential upside against dropping earnings in upcoming quarters.</p><p>Similarly, Tesla&#39;s price/earnings-to-growth (PEG) ratio of 8.93 is massively higher than the sector median of 1.39, reflecting the high street expectations of Tesla&#39;s bottom-line growth due to high progress in areas such as energy storage, autonomous driving, and robotics. In short, while the company&#39;s valuations may seem stretched compared to traditional automakers, they are justified as Tesla can consistently disrupt industries and generate significant growth across multiple business segments.</p><p>Finally, at the macro level, US elections and street worries about a potential full-scale war between NATO and Russia may lead to market-wide corrections. The market may perceive the war as highly probable, based on Western support for Ukraine&#39;s use of long-range missiles (after the Kursk Oblast incursion) and the dollar&#39;s de-stability (massive net interest outlays on federal debt surpassing WWII levels).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bc62da12d75a09be59607249bd9443b\" tg-width=\"780\" tg-height=\"684\"/></p><p>Congressional Budget Office</p><p></p><h2 id=\"id_651616612\">Takeaway</h2><p>Tesla&#39;s strong fundamentals paint a bullish outlook for the company. The energy storage business scaled 100% YoY in Q2 of 2024, and forecasts show it will reach over $13 billion in revenue by 2025. Leading in autonomous driving and robotics, aside from the developing sectors of FSD and humanoid robots, positions Tesla for tremendous expansion in the future.</p><p>Despite temporary setbacks from investment in AI and growth initiatives, Tesla&#39;s strong revenue history and expansion across diverse industries indicate long-term value and strong growth potential across its business segments.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Set For A Breakout After A Flat Year</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; 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}\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 Set For A Breakout After A Flat Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-17 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4721268-tesla-stock-set-breakout-after-flat-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.The energy storage business grew 100% YoY in Q2 2024, with projections to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4721268-tesla-stock-set-breakout-after-flat-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4585":"ETF&股票定投概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","BK4592":"伊斯兰概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4574":"无人驾驶","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLA":"特斯拉","BK6522":"化石燃料股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD"},"source_url":"https://seekingalpha.com/article/4721268-tesla-stock-set-breakout-after-flat-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2468847168","content_text":"Tesla's price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.The energy storage business grew 100% YoY in Q2 2024, with projections to exceed $13 billion in revenue by 2025.Autonomous driving market is set to grow to $2.8 trillion by 2033, with Tesla's FSD leading the charge.Tesla's revenue grew at a 31.56% CAGR over three years, showcasing substantial expansion into new, high-growth industries.Growing EV competition from Chinese and domestic manufacturers is intensifying, challenging Tesla’s market share and pricing power globally.pirankaInvestment ThesisTesla's (NASDAQ:TSLA) (NEOE:TSLA:CA) outlook remains bullish due to its fundamental solid growth across all its business segments; in Q2 of 2024, Energy Storage revenues enhanced 100% YoY, recording a new high of 9.4 GWh deployed and setting the firm well on track to more than $13 billion revenue generation through 2025.Tesla also constructs a capital-efficient business into autonomous driving and robotics at the bottom of the S-curve, underpinned by early leadership in full self-driving technology that should disrupt many industries.Following our strong buy rating in June with a $200 price target, Tesla reached and surpassed the target, delivering a 23% return. Updated technicals demonstrate continued bullish momentum.Tesla's Bullish Breakout: Fibonacci Levels Signal $316+ UpsideTSLA's current price is $230, with an average price target of $316, which aligns with the 1.618 Fibonacci retracement level. This signals a potential bullish trend continuation. The optimistic price target of $368 corresponds to the 2.118 Fibonacci extension, suggesting that Tesla could experience a substantial upside if the market momentum remains strong. Conversely, the pessimistic target of $200 stands at the 0.5 Fibonacci level, which reflects a downside risk based on potential corrections or broader market downturns.Moreover, the RSI is currently at 58.46, which indicates that Tesla is moving towards the overbought territory. The upward trend in the RSI line (after taking support near 50) suggests renewed buying interest, which means the current price action may move towards the upside for the short- to mid-term.Further, the VPT line points to a recovery of bullish volume momentum after short-term weakness. The line stands at 4.49 billion, and the moving average of 4.42 billion supports the likelihood of a sustained price increase if the trend holds.Yiazou (TrendSpider)Tesla's seasonality over the past 14 years shows mixed performance. September has a low 40% probability of positive returns, urging caution for investors this month. June stands out as the strongest, with a 79% chance of gains, followed by November at 71%, reflecting strong mid-year and late-year trends. Weaker months include October (36%) and August (43%), indicating more volatility or bearish tendencies. While September's outlook is cautious, TSLA tends to perform better during mid-year and late-year periods, offering stronger historical opportunities for potential gains.Yiazou (TrendSpider)Beyond EV, A Lead in Autonomous Driving, Robotics, and Energy Storage MarketTesla's market opportunity is transforming into a solid lead in autonomous driving, robotics, and energy storage. Deutsche Bank marked Tesla as a \"technology platform\" with the potential to disrupt industries. This vision is anchored in Tesla's focus on robotaxis and humanoid robots. The company aims to go beyond car manufacturing, expanding into new sectors.The autonomous driving market is predicted to soar in developed markets. Based on an annual growth of 33%, it may exceed $2.8 trillion by 2033. Tesla's early lead comes from its advanced AI and vast driving data. Its FSD software is central to this push. As FSD's price drops and its capabilities grow, mass adoption becomes likely. This shift could cement Tesla's top-line growth and street sentiment about its dominance in autonomous technology.Goldman SachsTesla's humanoid robot, Optimus, is in early development and performs well in repetitive or hazardous tasks. The global robotics market could surpass $375 billion by 2035. The number of US humanoid robots may hit 63 million by 2050, with a $3 trillion market shift. Tesla's expertise in AI and robotics may help the company capture a significant market share. The ongoing development of its technologies will likely derive top-line growth in a whole new segment.RedditSimilarly, Tesla's energy storage business is also bringing in substantial revenue expansion (100% YoY in Q2 2024) that could generate over $13 billion in sales by 2025. Investments in battery storage in 2024 are booming and surpass $50 billion. In Q2 2024, Tesla deployed 9.4 GWh in energy storage (more than 40GWh in 2024), setting a new record. The rising demand for energy storage stems from the shift to renewable energy. Tesla's products like the Megapack and Powerwall are key to this strategy.Fundamentally, Energy storage is a high-margin business for Tesla that complements its EVs and strengthens its brand. As solar and wind energy become popular, reliable storage becomes more crucial. Tesla has a significant opportunity to tap into this demand, as the energy storage market had 3X YoY growth in 2023. This may create room for Tesla's top-line growth, and its focus on cost reduction and technology improvements will support its expansion.BloombergNEFIn addition to these opportunities, Tesla's automotive business may boom by introducing new models. It is preparing to ramp up Cybertruck production and lower-cost models by 2025. Short-term margin softness has occurred due to higher costs, restructuring, and AI investments, but these challenges are temporary. Tesla's margins may improve as it achieves cost efficiencies with innovations like the 4680 battery cell production and robotaxi initiative. Tesla's FSD software is one of the most advanced systems today, and it targets the first to hit a fully autonomous robotaxi fleet (the first mover advantage against Waymo) as the robotaxi market could surpass $10 trillion by 2030.Beyond all this, Tesla's upcoming Q3 earnings and robotaxi event (in October 2024) are vital as the street looks for signs of recovery from its recent margin pressures. The consensus estimate for Tesla's normalized EPS is $0.63 (-5.02% YoY). The revenue estimate for Q3 2024 stands at $25.66 billion, representing a YoY growth of 9.88%.While this is solid growth, it's slower than Tesla's history, reflecting the hit the company is taking from pricing pressures and increasing competition in the EV market. For Q4 2024, though, Tesla revenues are forecasted to grow 7.53% to $27.06 billion, promising a rebound in performance from new and refreshed models now hitting the road.Tesla's Explosive Growth: High Volatility, Massive PotentialTesla's revenue growth has a 31.56% CAGR over the last 3 years. Over the past decade, the top-line CAGR was even higher at 44.29%, highlighting the company's ability to expand rapidly. However, recent revenue growth slowed to 1.37% YoY due to external pressures. These include supply chain disruptions, inflation, and increased EV competition. At the bottom line, operating income growth has been strong, with a five-year CAGR of 84.75%. Yet, in the last year, EBIT declined by 43.03% due to spending on AI, robotics, and growth initiatives. This temporary setback should reverse as these investments yield results.Moreover, Tesla's EPS growth has followed a similar path. The company's EPS has expanded 77.89% over the last three years but reported a decline to 1.06% YoY in the trailing twelve months. The company targets long-term growth rather than short-term profits, and the boom in its EPS growth could happen when its energy storage and autonomous driving sectors start to grow. This may lead to high stock valuations and massive price changes in upcoming quarters.Finally, Tesla's stock has a 24-month beta of 1.95, indicating it is more volatile than the market. For example, competitors like Toyota (TM), BYD (OTCPK:BYDDF), and Ferrari (RACE) have far lower betas. Tesla's high volatility owes to its high-growth expectations, but this risk is partly compensated for by Tesla's strong financial position and capacity utilization. Tesla stands at an Altman Z-Score of 10.76, a low risk of financial distress that places it in another league, relatively speaking, with other car manufacturers. By comparison, Toyota has a Z-score of only 1.67 and a BYD of 1.72, which is substantially lower.Downsides: Weak Earnings and Revenue Projections, Challenges Ahead, And High ValuationsThe divergence in EPS growth estimates between Q3-Q4 2024 and Q1-Q2 2025 indicates that while Tesla faced short-term headwinds, its financial performance may improve towards the end of the year. For Q4 2024, the EPS estimate rises to $0.68, reflecting only a modest YoY decline of 4.3%. There are uncertainties in Tesla's near-term outlook, particularly regarding vehicle pricing and cost inflation. Hence, these factors may affect consumer purchasing power, particularly for high-priced EVs.Seeking AlphaFurthermore, Chinese and domestic EV manufacturers introduce more competitive models as competition increases in the EV market. In addition, dependency for sales on Model 3/Y and the very slow rollout of new models such as Cybertruck and the Semi further reduces the ability to exploit the EV market. This is reflected by modest Q3 and Q4 revenue growth projections.Tesla delivered 444K vehicles in Q2 2024, slightly below expectations, impacting the stock price. Analysts project 469K deliveries (Canaccord reduced the estimate) in Q3 2024, so its market value growth is directly tied to new models and production scaling. Thus, any continued issues in deliveries may hit the stock harder.In terms of valuation, Tesla's P/E ratio marks a weakness in its long-term growth potential. The forward P/E ratio is 96.92, massively higher than the sector median of 15.79, representing a 514% premium. Tesla's short-term leads in the EV market justify some premium, but not to this level. Critically, the company's P/E ratio is just 15% undervalued from its five-year average of 114.1, which limits potential upside against dropping earnings in upcoming quarters.Similarly, Tesla's price/earnings-to-growth (PEG) ratio of 8.93 is massively higher than the sector median of 1.39, reflecting the high street expectations of Tesla's bottom-line growth due to high progress in areas such as energy storage, autonomous driving, and robotics. In short, while the company's valuations may seem stretched compared to traditional automakers, they are justified as Tesla can consistently disrupt industries and generate significant growth across multiple business segments.Finally, at the macro level, US elections and street worries about a potential full-scale war between NATO and Russia may lead to market-wide corrections. The market may perceive the war as highly probable, based on Western support for Ukraine's use of long-range missiles (after the Kursk Oblast incursion) and the dollar's de-stability (massive net interest outlays on federal debt surpassing WWII levels).Congressional Budget OfficeTakeawayTesla's strong fundamentals paint a bullish outlook for the company. The energy storage business scaled 100% YoY in Q2 of 2024, and forecasts show it will reach over $13 billion in revenue by 2025. Leading in autonomous driving and robotics, aside from the developing sectors of FSD and humanoid robots, positions Tesla for tremendous expansion in the future.Despite temporary setbacks from investment in AI and growth initiatives, Tesla's strong revenue history and expansion across diverse industries indicate long-term value and strong growth potential across its business segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350045094121576,"gmtCreate":1726488137015,"gmtModify":1726488140836,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"lol someone hating on intel. Putting out headlines in 2022","listText":"lol someone hating on intel. Putting out headlines in 2022","text":"lol someone hating on intel. Putting out headlines in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350045094121576","repostId":"1191641713","repostType":2,"repost":{"id":"1191641713","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1726487456,"share":"https://ttm.financial/m/news/1191641713?lang=&edition=fundamental","pubTime":"2024-09-16 19:50","market":"us","language":"en","title":"Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1191641713","media":"Reuters","summary":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, s","content":"<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel&#39;s design segment and would have doubled as a win for the company&#39;s contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel&#39;s design segment, but would have been a boon to the financial performance of the foundry business after this year&#39;s separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel&#39;s contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel&#39;s failure to win the business, an Intel spokesperson said: &#34;We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.&#34;</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel&#39;s future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel&#39;s programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel&#39;s contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</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>Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report</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\">\nIntel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-09-16 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel&#39;s design segment and would have doubled as a win for the company&#39;s contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel&#39;s design segment, but would have been a boon to the financial performance of the foundry business after this year&#39;s separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel&#39;s contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel&#39;s failure to win the business, an Intel spokesperson said: &#34;We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.&#34;</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel&#39;s future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel&#39;s programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel&#39;s contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191641713","content_text":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, sources say(Reuters) - Intel lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.The effort by Intel to win out over Advanced Micro Devices in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and Taiwan Semiconductor Manufacturing Co as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.Intel and AMD were the final two contenders in the bidding process for the contract.Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as Broadcom , until only Intel and AMD remained.Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: \"We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.\"Sony and Broadcom did not respond to requests for comment. AMD declined to comment.BACKWARDS COMPATIBILITYThe current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.SEEKING A MARQUEE CUSTOMERThe sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349879955530072,"gmtCreate":1726447912099,"gmtModify":1726450033199,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Lol good luck","listText":"Lol good luck","text":"Lol good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349879955530072","repostId":"1108922145","repostType":2,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346271738638352,"gmtCreate":1725576176295,"gmtModify":1725585888154,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Another trap","listText":"Another trap","text":"Another trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346271738638352","repostId":"1104159008","repostType":2,"repost":{"id":"1104159008","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725544944,"share":"https://ttm.financial/m/news/1104159008?lang=&edition=fundamental","pubTime":"2024-09-05 22:02","market":"us","language":"en","title":"Tesla Stock Rises Again. Self-Driving News Is Exciting Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1104159008","media":"Dow Jones","summary":" $Tesla Motors(TSLA)$  stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all aboutrobots.Shares of the ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</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 Stock Rises Again. Self-Driving News Is Exciting Investors</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 Stock Rises Again. Self-Driving News Is Exciting Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-05 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</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":"1104159008","content_text":"Tesla Motors stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.Shares of the electric-vehicle maker were up 5.4%.Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.Improving sales growth would help shares, and so would creating truly self-driving Teslas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345762063855920,"gmtCreate":1725441415548,"gmtModify":1725441558825,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Lol wish u gd luck","listText":"Lol wish u gd luck","text":"Lol wish u gd luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345762063855920","repostId":"2464381182","repostType":2,"repost":{"id":"2464381182","pubTimestamp":1725422092,"share":"https://ttm.financial/m/news/2464381182?lang=&edition=fundamental","pubTime":"2024-09-04 11:54","market":"fut","language":"en","title":"Tesla Stock Looks Ready To Break Out (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=2464381182","media":"seekingalpha","summary":"Tesla remains a market leader in EVs, with new factories boosting production capacity and operational advantages, priming shares for a breakout.Tesla's diversified business model includes insurance, c","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla remains a market leader in EVs, with new factories boosting production capacity and operational advantages, priming shares for a breakout.</p></li><li><p>Tesla&#39;s diversified business model includes insurance, charging systems, autonomous driving software, solar panels, and energy storage, offering significant growth potential.</p></li><li><p>Tesla&#39;s strong balance sheet, the potential for share repurchase, and innovative projects like AI and humanoid robots suggest a fair value of $307.50 per share.</p></li><li><p>Risks include competitive pressure from traditional and Chinese automakers, potential loss of subsidies, and the possibility of secondary offerings to fund development plans.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b52222b9fffb9b9d8082400c34038d46\" tg-width=\"750\" tg-height=\"563\"/></p><p>Roman Tiraspolsky</p><p></p><p><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) remains the domestic market leader in electric vehicles (“EVs”) and appears likely to sustain this title for the foreseeable future. Tesla also appears capable of performing well in most international markets. The company opened two factories in 2022, allowing the company to further increase its production capacity and operational advantages versus the majority of its competitors. Tesla&#39;s capacity is underappreciated, and shares appear primed to break out of a recent downtrend that lasted most of this summer. If shares can get through the $220s, I believe they are primed to gap up and break-out to considerably higher levels.</p><h2 id=\"id_2022351399\">Fundamentals</h2><p>Tesla&#39;s current business model includes not only selling electric vehicles EVs, but also auto-related costs incurred by its customers, such as insurance, charging systems, and autonomous driving software. Tesla&#39;s charging systems also extend to solar panels and energy storage batteries. The company&#39;s competitiveness in solar power generation and battery storage is both a competitive advantage within EVs, and also a large market in its own right, which has the potential for considerable growth in the coming years.</p><p>Tesla&#39;s operational advantages versus domestic EV makers appear to be continuing, with no domestic manufacturer yet capable of producing a competitive threat at scale and for a profit. Meanwhile, Tesla has reduced its unit production costs, and appears capable of further reductions in the future. Tesla has previously used some reduced costs of production as opportunities to reduce the price of its vehicles, and such moves are likely to occur again over the coming years. Such price cuts will make it exceedingly difficult for its competitors to gain traction in the EV marketplace without sustaining significant losses on its units sold.</p><p>Tesla also has the potential to benefit from its position in full self-driving (“FSD”) software, where it appears to be among the leading global and domestic developers. Tesla already sells its existing FSD as a monthly subscription, and as the technology improves, it is probable that Tesla&#39;s subscription revenue will substantially increase. It also seems of growing likelihood that some competing auto manufacturers will license Tesla&#39;s FSD technology. This may look very much like how several have adopted Tesla&#39;s Superchargers.</p><p>I also would not be surprised if some competing auto manufacturers end up buying batteries from Tesla. Some have attempted to develop and manufacture their own EV batteries, and the progress has been slow and costly. Meanwhile, Tesla seems to have less operational difficulty in ramping up production of its products.</p><p>It appears Tesla&#39;s revenue will only rise in the low single digits in 2024. However, I believe that the company&#39;s recent development of two factories (Austin, Texas and Berlin, Germany) that have now had time to ramp production capacity and address initial issues will allow it to significantly increase production in 2025 and 2026. As a result, I expect Tesla&#39;s revenue to again accelerate next year, growing by double digits and potentially as much as 20% in each of the next two years.</p><p>Precise revenue growth will be dependent upon not only production capacity, but whether Tesla reduces its pricing, as well as whether it can release a new model. These factors will also be meaningful in the continuing success of Tesla&#39;s Cybertruck. However, given the reservation count of over two million units that the model received, it should continue to be a meaningful supplier of revenue over the coming years.</p><p>I anticipate Tesla will realize adjusted EPS of about $2.40 in 2024 and $3.50 or greater in 2025. Tesla also has a balance sheet commensurate with a mega-cap tech company, boasting ample cash of over $30 billion, and nearly no debt. If Tesla is capable of increasing its cash position while completing the potential development of another factory in Mexico (or scrapping the plan), the company may then institute a share repurchase plan.</p><p>I believe Tesla is close to being fairly valued for its auto production business, where I expect the fair value of is $3.50 in minimum expected 2025 EPS should trade at a forward P/E of about 65, resulting in $227.50. Nonetheless, I do not believe this price reflects the multiple moonshots that remain under the Tesla umbrella. These include AI computing competency and the development of humanoid robots for market. Tesla&#39;s position in FSD may also bring forth the development of a highly competitive ride-hailing application.</p><p>Similarly, Tesla&#39;s battery technology may become a product for competing auto manufacturers, and the company&#39;s charging systems could influence meaningful changes within the electric utility marketplace. These numerous potentially valuable products appear to be worth at least another $80 per share, which, if added to the $227.50 valuation of the automotive business, results in a fair value of $307.50.</p><h2 id=\"id_3153602680\">Technical Analysis</h2><p>Tesla shares also now appear to be approaching an inflection point where shares have a strong likelihood to break higher. If shares can make it through the $220s. I believe they have the potential to make a quick move to the mid $200s and possibly resistance at around $260.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/458a5a261818829a9b0a6e9c71228d0a\" tg-width=\"640\" tg-height=\"254\"/></p><p>Tesla daily candlestick chart (Finviz.com)</p><p></p><p>Further, shares may be able to push considerably higher. If Tesla were to appreciate to a resistance at around $260, that would appear to complete a cup and handle on the chart that has been forming since the start of 2024. If shares can break above $260 on a strong near-term move, Tesla may actually break even higher and test further resistance, which appears to be at about $300.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43ac92a7cdf330b733dcbb750785537d\" tg-width=\"640\" tg-height=\"253\"/></p><p>Tesla weekly candlestick chart (Finviz.com with red lines by Zvi Bar)</p><p></p><p>This level is also roughly in line with the $307.50 price where I believe Tesla should be valued based upon its probable auto sales plus the potential for the multiple other projects it has in house.</p><h2 id=\"id_1052385787\">Risks</h2><p>Risks to Tesla include possible competitive pressure from traditional automakers and new entrants, including Chinese manufacturers. Competitors are making substantial investments in developing EVs, and this competition could take market share and/or force pricing pressure that could reduce margins and result in lower-than-expected EPS. Historically, Tesla has been able to compete with domestic manufacturers by cutting prices, but this may not be possible versus Chinese manufacturers.</p><p>Tesla may also face pricing competition in the form of lost subsidies, which may be dependent upon where batteries are made. Tesla&#39;s Model 3 contains a Chinese battery that should disqualify it from eligibility for U.S. subsidies.</p><p>The company has been an opportunistic issuer of secondaries to raise capital. While it has not recently issued a secondary offering, the company may opt to do so to fund its development plans. The probability of a secondary increases along with share price appreciation.</p><h2 id=\"id_1606900148\">Conclusion</h2><p>Tesla shares have had a difficult 2024 so far, but appear to be gaining traction and possibly ready to gap up higher. If TSLA shares can break out of the considerable downtrend they have been stuck within since the start of the summer, shares seem likely to test their 2024 highs at around $260. Further, if they can break through that level, shares appear capable of gapping up to $300 in short order. Such a move would not be out of the ordinary for Tesla, which has always been prone to rapid repricing following a change in momentum.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Looks Ready To Break Out (Technical Analysis)</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 Stock Looks Ready To Break Out (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718692-tesla-stock-looks-ready-to-break-out-technical-analysis><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla remains a market leader in EVs, with new factories boosting production capacity and operational advantages, priming shares for a breakout.Tesla's diversified business model includes insurance, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718692-tesla-stock-looks-ready-to-break-out-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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(NASDAQ:TSLA) remains the domestic market leader in electric vehicles (“EVs”) and appears likely to sustain this title for the foreseeable future. Tesla also appears capable of performing well in most international markets. The company opened two factories in 2022, allowing the company to further increase its production capacity and operational advantages versus the majority of its competitors. Tesla's capacity is underappreciated, and shares appear primed to break out of a recent downtrend that lasted most of this summer. If shares can get through the $220s, I believe they are primed to gap up and break-out to considerably higher levels.FundamentalsTesla's current business model includes not only selling electric vehicles EVs, but also auto-related costs incurred by its customers, such as insurance, charging systems, and autonomous driving software. Tesla's charging systems also extend to solar panels and energy storage batteries. The company's competitiveness in solar power generation and battery storage is both a competitive advantage within EVs, and also a large market in its own right, which has the potential for considerable growth in the coming years.Tesla's operational advantages versus domestic EV makers appear to be continuing, with no domestic manufacturer yet capable of producing a competitive threat at scale and for a profit. Meanwhile, Tesla has reduced its unit production costs, and appears capable of further reductions in the future. Tesla has previously used some reduced costs of production as opportunities to reduce the price of its vehicles, and such moves are likely to occur again over the coming years. Such price cuts will make it exceedingly difficult for its competitors to gain traction in the EV marketplace without sustaining significant losses on its units sold.Tesla also has the potential to benefit from its position in full self-driving (“FSD”) software, where it appears to be among the leading global and domestic developers. Tesla already sells its existing FSD as a monthly subscription, and as the technology improves, it is probable that Tesla's subscription revenue will substantially increase. It also seems of growing likelihood that some competing auto manufacturers will license Tesla's FSD technology. This may look very much like how several have adopted Tesla's Superchargers.I also would not be surprised if some competing auto manufacturers end up buying batteries from Tesla. Some have attempted to develop and manufacture their own EV batteries, and the progress has been slow and costly. Meanwhile, Tesla seems to have less operational difficulty in ramping up production of its products.It appears Tesla's revenue will only rise in the low single digits in 2024. However, I believe that the company's recent development of two factories (Austin, Texas and Berlin, Germany) that have now had time to ramp production capacity and address initial issues will allow it to significantly increase production in 2025 and 2026. As a result, I expect Tesla's revenue to again accelerate next year, growing by double digits and potentially as much as 20% in each of the next two years.Precise revenue growth will be dependent upon not only production capacity, but whether Tesla reduces its pricing, as well as whether it can release a new model. These factors will also be meaningful in the continuing success of Tesla's Cybertruck. However, given the reservation count of over two million units that the model received, it should continue to be a meaningful supplier of revenue over the coming years.I anticipate Tesla will realize adjusted EPS of about $2.40 in 2024 and $3.50 or greater in 2025. Tesla also has a balance sheet commensurate with a mega-cap tech company, boasting ample cash of over $30 billion, and nearly no debt. If Tesla is capable of increasing its cash position while completing the potential development of another factory in Mexico (or scrapping the plan), the company may then institute a share repurchase plan.I believe Tesla is close to being fairly valued for its auto production business, where I expect the fair value of is $3.50 in minimum expected 2025 EPS should trade at a forward P/E of about 65, resulting in $227.50. Nonetheless, I do not believe this price reflects the multiple moonshots that remain under the Tesla umbrella. These include AI computing competency and the development of humanoid robots for market. Tesla's position in FSD may also bring forth the development of a highly competitive ride-hailing application.Similarly, Tesla's battery technology may become a product for competing auto manufacturers, and the company's charging systems could influence meaningful changes within the electric utility marketplace. These numerous potentially valuable products appear to be worth at least another $80 per share, which, if added to the $227.50 valuation of the automotive business, results in a fair value of $307.50.Technical AnalysisTesla shares also now appear to be approaching an inflection point where shares have a strong likelihood to break higher. If shares can make it through the $220s. I believe they have the potential to make a quick move to the mid $200s and possibly resistance at around $260.Tesla daily candlestick chart (Finviz.com)Further, shares may be able to push considerably higher. If Tesla were to appreciate to a resistance at around $260, that would appear to complete a cup and handle on the chart that has been forming since the start of 2024. If shares can break above $260 on a strong near-term move, Tesla may actually break even higher and test further resistance, which appears to be at about $300.Tesla weekly candlestick chart (Finviz.com with red lines by Zvi Bar)This level is also roughly in line with the $307.50 price where I believe Tesla should be valued based upon its probable auto sales plus the potential for the multiple other projects it has in house.RisksRisks to Tesla include possible competitive pressure from traditional automakers and new entrants, including Chinese manufacturers. Competitors are making substantial investments in developing EVs, and this competition could take market share and/or force pricing pressure that could reduce margins and result in lower-than-expected EPS. Historically, Tesla has been able to compete with domestic manufacturers by cutting prices, but this may not be possible versus Chinese manufacturers.Tesla may also face pricing competition in the form of lost subsidies, which may be dependent upon where batteries are made. Tesla's Model 3 contains a Chinese battery that should disqualify it from eligibility for U.S. subsidies.The company has been an opportunistic issuer of secondaries to raise capital. While it has not recently issued a secondary offering, the company may opt to do so to fund its development plans. The probability of a secondary increases along with share price appreciation.ConclusionTesla shares have had a difficult 2024 so far, but appear to be gaining traction and possibly ready to gap up higher. If TSLA shares can break out of the considerable downtrend they have been stuck within since the start of the summer, shares seem likely to test their 2024 highs at around $260. Further, if they can break through that level, shares appear capable of gapping up to $300 in short order. Such a move would not be out of the ordinary for Tesla, which has always been prone to rapid repricing following a change in momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247181914435672,"gmtCreate":1701385067575,"gmtModify":1701395740098,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Why is it going down?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Why is it going down?&nbsp;","text":"$Tesla Motors(TSLA)$ Why is it going down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247181914435672","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":345762063855920,"gmtCreate":1725441415548,"gmtModify":1725441558825,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Lol wish u gd luck","listText":"Lol wish u gd luck","text":"Lol wish u gd luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345762063855920","repostId":"2464381182","repostType":2,"repost":{"id":"2464381182","pubTimestamp":1725422092,"share":"https://ttm.financial/m/news/2464381182?lang=&edition=fundamental","pubTime":"2024-09-04 11:54","market":"fut","language":"en","title":"Tesla Stock Looks Ready To Break Out (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=2464381182","media":"seekingalpha","summary":"Tesla remains a market leader in EVs, with new factories boosting production capacity and operational advantages, priming shares for a breakout.Tesla's diversified business model includes insurance, c","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla remains a market leader in EVs, with new factories boosting production capacity and operational advantages, priming shares for a breakout.</p></li><li><p>Tesla&#39;s diversified business model includes insurance, charging systems, autonomous driving software, solar panels, and energy storage, offering significant growth potential.</p></li><li><p>Tesla&#39;s strong balance sheet, the potential for share repurchase, and innovative projects like AI and humanoid robots suggest a fair value of $307.50 per share.</p></li><li><p>Risks include competitive pressure from traditional and Chinese automakers, potential loss of subsidies, and the possibility of secondary offerings to fund development plans.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b52222b9fffb9b9d8082400c34038d46\" tg-width=\"750\" tg-height=\"563\"/></p><p>Roman Tiraspolsky</p><p></p><p><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) remains the domestic market leader in electric vehicles (“EVs”) and appears likely to sustain this title for the foreseeable future. Tesla also appears capable of performing well in most international markets. The company opened two factories in 2022, allowing the company to further increase its production capacity and operational advantages versus the majority of its competitors. Tesla&#39;s capacity is underappreciated, and shares appear primed to break out of a recent downtrend that lasted most of this summer. If shares can get through the $220s, I believe they are primed to gap up and break-out to considerably higher levels.</p><h2 id=\"id_2022351399\">Fundamentals</h2><p>Tesla&#39;s current business model includes not only selling electric vehicles EVs, but also auto-related costs incurred by its customers, such as insurance, charging systems, and autonomous driving software. Tesla&#39;s charging systems also extend to solar panels and energy storage batteries. The company&#39;s competitiveness in solar power generation and battery storage is both a competitive advantage within EVs, and also a large market in its own right, which has the potential for considerable growth in the coming years.</p><p>Tesla&#39;s operational advantages versus domestic EV makers appear to be continuing, with no domestic manufacturer yet capable of producing a competitive threat at scale and for a profit. Meanwhile, Tesla has reduced its unit production costs, and appears capable of further reductions in the future. Tesla has previously used some reduced costs of production as opportunities to reduce the price of its vehicles, and such moves are likely to occur again over the coming years. Such price cuts will make it exceedingly difficult for its competitors to gain traction in the EV marketplace without sustaining significant losses on its units sold.</p><p>Tesla also has the potential to benefit from its position in full self-driving (“FSD”) software, where it appears to be among the leading global and domestic developers. Tesla already sells its existing FSD as a monthly subscription, and as the technology improves, it is probable that Tesla&#39;s subscription revenue will substantially increase. It also seems of growing likelihood that some competing auto manufacturers will license Tesla&#39;s FSD technology. This may look very much like how several have adopted Tesla&#39;s Superchargers.</p><p>I also would not be surprised if some competing auto manufacturers end up buying batteries from Tesla. Some have attempted to develop and manufacture their own EV batteries, and the progress has been slow and costly. Meanwhile, Tesla seems to have less operational difficulty in ramping up production of its products.</p><p>It appears Tesla&#39;s revenue will only rise in the low single digits in 2024. However, I believe that the company&#39;s recent development of two factories (Austin, Texas and Berlin, Germany) that have now had time to ramp production capacity and address initial issues will allow it to significantly increase production in 2025 and 2026. As a result, I expect Tesla&#39;s revenue to again accelerate next year, growing by double digits and potentially as much as 20% in each of the next two years.</p><p>Precise revenue growth will be dependent upon not only production capacity, but whether Tesla reduces its pricing, as well as whether it can release a new model. These factors will also be meaningful in the continuing success of Tesla&#39;s Cybertruck. However, given the reservation count of over two million units that the model received, it should continue to be a meaningful supplier of revenue over the coming years.</p><p>I anticipate Tesla will realize adjusted EPS of about $2.40 in 2024 and $3.50 or greater in 2025. Tesla also has a balance sheet commensurate with a mega-cap tech company, boasting ample cash of over $30 billion, and nearly no debt. If Tesla is capable of increasing its cash position while completing the potential development of another factory in Mexico (or scrapping the plan), the company may then institute a share repurchase plan.</p><p>I believe Tesla is close to being fairly valued for its auto production business, where I expect the fair value of is $3.50 in minimum expected 2025 EPS should trade at a forward P/E of about 65, resulting in $227.50. Nonetheless, I do not believe this price reflects the multiple moonshots that remain under the Tesla umbrella. These include AI computing competency and the development of humanoid robots for market. Tesla&#39;s position in FSD may also bring forth the development of a highly competitive ride-hailing application.</p><p>Similarly, Tesla&#39;s battery technology may become a product for competing auto manufacturers, and the company&#39;s charging systems could influence meaningful changes within the electric utility marketplace. These numerous potentially valuable products appear to be worth at least another $80 per share, which, if added to the $227.50 valuation of the automotive business, results in a fair value of $307.50.</p><h2 id=\"id_3153602680\">Technical Analysis</h2><p>Tesla shares also now appear to be approaching an inflection point where shares have a strong likelihood to break higher. If shares can make it through the $220s. I believe they have the potential to make a quick move to the mid $200s and possibly resistance at around $260.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/458a5a261818829a9b0a6e9c71228d0a\" tg-width=\"640\" tg-height=\"254\"/></p><p>Tesla daily candlestick chart (Finviz.com)</p><p></p><p>Further, shares may be able to push considerably higher. If Tesla were to appreciate to a resistance at around $260, that would appear to complete a cup and handle on the chart that has been forming since the start of 2024. If shares can break above $260 on a strong near-term move, Tesla may actually break even higher and test further resistance, which appears to be at about $300.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43ac92a7cdf330b733dcbb750785537d\" tg-width=\"640\" tg-height=\"253\"/></p><p>Tesla weekly candlestick chart (Finviz.com with red lines by Zvi Bar)</p><p></p><p>This level is also roughly in line with the $307.50 price where I believe Tesla should be valued based upon its probable auto sales plus the potential for the multiple other projects it has in house.</p><h2 id=\"id_1052385787\">Risks</h2><p>Risks to Tesla include possible competitive pressure from traditional automakers and new entrants, including Chinese manufacturers. Competitors are making substantial investments in developing EVs, and this competition could take market share and/or force pricing pressure that could reduce margins and result in lower-than-expected EPS. Historically, Tesla has been able to compete with domestic manufacturers by cutting prices, but this may not be possible versus Chinese manufacturers.</p><p>Tesla may also face pricing competition in the form of lost subsidies, which may be dependent upon where batteries are made. Tesla&#39;s Model 3 contains a Chinese battery that should disqualify it from eligibility for U.S. subsidies.</p><p>The company has been an opportunistic issuer of secondaries to raise capital. While it has not recently issued a secondary offering, the company may opt to do so to fund its development plans. The probability of a secondary increases along with share price appreciation.</p><h2 id=\"id_1606900148\">Conclusion</h2><p>Tesla shares have had a difficult 2024 so far, but appear to be gaining traction and possibly ready to gap up higher. If TSLA shares can break out of the considerable downtrend they have been stuck within since the start of the summer, shares seem likely to test their 2024 highs at around $260. Further, if they can break through that level, shares appear capable of gapping up to $300 in short order. Such a move would not be out of the ordinary for Tesla, which has always been prone to rapid repricing following a change in momentum.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Looks Ready To Break Out (Technical Analysis)</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 Stock Looks Ready To Break Out (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718692-tesla-stock-looks-ready-to-break-out-technical-analysis><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla remains a market leader in EVs, with new factories boosting production capacity and operational advantages, priming shares for a breakout.Tesla's diversified business model includes insurance, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718692-tesla-stock-looks-ready-to-break-out-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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(NASDAQ:TSLA) remains the domestic market leader in electric vehicles (“EVs”) and appears likely to sustain this title for the foreseeable future. Tesla also appears capable of performing well in most international markets. The company opened two factories in 2022, allowing the company to further increase its production capacity and operational advantages versus the majority of its competitors. Tesla's capacity is underappreciated, and shares appear primed to break out of a recent downtrend that lasted most of this summer. If shares can get through the $220s, I believe they are primed to gap up and break-out to considerably higher levels.FundamentalsTesla's current business model includes not only selling electric vehicles EVs, but also auto-related costs incurred by its customers, such as insurance, charging systems, and autonomous driving software. Tesla's charging systems also extend to solar panels and energy storage batteries. The company's competitiveness in solar power generation and battery storage is both a competitive advantage within EVs, and also a large market in its own right, which has the potential for considerable growth in the coming years.Tesla's operational advantages versus domestic EV makers appear to be continuing, with no domestic manufacturer yet capable of producing a competitive threat at scale and for a profit. Meanwhile, Tesla has reduced its unit production costs, and appears capable of further reductions in the future. Tesla has previously used some reduced costs of production as opportunities to reduce the price of its vehicles, and such moves are likely to occur again over the coming years. Such price cuts will make it exceedingly difficult for its competitors to gain traction in the EV marketplace without sustaining significant losses on its units sold.Tesla also has the potential to benefit from its position in full self-driving (“FSD”) software, where it appears to be among the leading global and domestic developers. Tesla already sells its existing FSD as a monthly subscription, and as the technology improves, it is probable that Tesla's subscription revenue will substantially increase. It also seems of growing likelihood that some competing auto manufacturers will license Tesla's FSD technology. This may look very much like how several have adopted Tesla's Superchargers.I also would not be surprised if some competing auto manufacturers end up buying batteries from Tesla. Some have attempted to develop and manufacture their own EV batteries, and the progress has been slow and costly. Meanwhile, Tesla seems to have less operational difficulty in ramping up production of its products.It appears Tesla's revenue will only rise in the low single digits in 2024. However, I believe that the company's recent development of two factories (Austin, Texas and Berlin, Germany) that have now had time to ramp production capacity and address initial issues will allow it to significantly increase production in 2025 and 2026. As a result, I expect Tesla's revenue to again accelerate next year, growing by double digits and potentially as much as 20% in each of the next two years.Precise revenue growth will be dependent upon not only production capacity, but whether Tesla reduces its pricing, as well as whether it can release a new model. These factors will also be meaningful in the continuing success of Tesla's Cybertruck. However, given the reservation count of over two million units that the model received, it should continue to be a meaningful supplier of revenue over the coming years.I anticipate Tesla will realize adjusted EPS of about $2.40 in 2024 and $3.50 or greater in 2025. Tesla also has a balance sheet commensurate with a mega-cap tech company, boasting ample cash of over $30 billion, and nearly no debt. If Tesla is capable of increasing its cash position while completing the potential development of another factory in Mexico (or scrapping the plan), the company may then institute a share repurchase plan.I believe Tesla is close to being fairly valued for its auto production business, where I expect the fair value of is $3.50 in minimum expected 2025 EPS should trade at a forward P/E of about 65, resulting in $227.50. Nonetheless, I do not believe this price reflects the multiple moonshots that remain under the Tesla umbrella. These include AI computing competency and the development of humanoid robots for market. Tesla's position in FSD may also bring forth the development of a highly competitive ride-hailing application.Similarly, Tesla's battery technology may become a product for competing auto manufacturers, and the company's charging systems could influence meaningful changes within the electric utility marketplace. These numerous potentially valuable products appear to be worth at least another $80 per share, which, if added to the $227.50 valuation of the automotive business, results in a fair value of $307.50.Technical AnalysisTesla shares also now appear to be approaching an inflection point where shares have a strong likelihood to break higher. If shares can make it through the $220s. I believe they have the potential to make a quick move to the mid $200s and possibly resistance at around $260.Tesla daily candlestick chart (Finviz.com)Further, shares may be able to push considerably higher. If Tesla were to appreciate to a resistance at around $260, that would appear to complete a cup and handle on the chart that has been forming since the start of 2024. If shares can break above $260 on a strong near-term move, Tesla may actually break even higher and test further resistance, which appears to be at about $300.Tesla weekly candlestick chart (Finviz.com with red lines by Zvi Bar)This level is also roughly in line with the $307.50 price where I believe Tesla should be valued based upon its probable auto sales plus the potential for the multiple other projects it has in house.RisksRisks to Tesla include possible competitive pressure from traditional automakers and new entrants, including Chinese manufacturers. Competitors are making substantial investments in developing EVs, and this competition could take market share and/or force pricing pressure that could reduce margins and result in lower-than-expected EPS. Historically, Tesla has been able to compete with domestic manufacturers by cutting prices, but this may not be possible versus Chinese manufacturers.Tesla may also face pricing competition in the form of lost subsidies, which may be dependent upon where batteries are made. Tesla's Model 3 contains a Chinese battery that should disqualify it from eligibility for U.S. subsidies.The company has been an opportunistic issuer of secondaries to raise capital. While it has not recently issued a secondary offering, the company may opt to do so to fund its development plans. The probability of a secondary increases along with share price appreciation.ConclusionTesla shares have had a difficult 2024 so far, but appear to be gaining traction and possibly ready to gap up higher. If TSLA shares can break out of the considerable downtrend they have been stuck within since the start of the summer, shares seem likely to test their 2024 highs at around $260. Further, if they can break through that level, shares appear capable of gapping up to $300 in short order. Such a move would not be out of the ordinary for Tesla, which has always been prone to rapid repricing following a change in momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247181914435672,"gmtCreate":1701385067575,"gmtModify":1701395740098,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Why is it going down?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Why is it going down?&nbsp;","text":"$Tesla Motors(TSLA)$ Why is it going down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247181914435672","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350378009657544,"gmtCreate":1726569507071,"gmtModify":1726569510950,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Lol good luck","listText":"Lol good luck","text":"Lol good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350378009657544","repostId":"2468847168","repostType":2,"repost":{"id":"2468847168","pubTimestamp":1726536903,"share":"https://ttm.financial/m/news/2468847168?lang=&edition=fundamental","pubTime":"2024-09-17 09:35","market":"fut","language":"en","title":"Tesla Set For A Breakout After A Flat Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2468847168","media":"seekingalpha","summary":"Tesla's price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.The energy storage business grew 100% YoY in Q2 2024, with projections to ex","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.</p></li><li><p>The energy storage business grew 100% YoY in Q2 2024, with projections to exceed $13 billion in revenue by 2025.</p></li><li><p>Autonomous driving market is set to grow to $2.8 trillion by 2033, with Tesla&#39;s FSD leading the charge.</p></li><li><p>Tesla&#39;s revenue grew at a 31.56% CAGR over three years, showcasing substantial expansion into new, high-growth industries.</p></li><li><p>Growing EV competition from Chinese and domestic manufacturers is intensifying, challenging Tesla’s market share and pricing power globally.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d81f82cb135227750bebbe417d974833\" tg-width=\"750\" tg-height=\"422\"/></p><p>piranka</p><p></p><h2 id=\"id_2568654027\">Investment Thesis</h2><p>Tesla&#39;s (NASDAQ:TSLA) (NEOE:TSLA:CA) outlook remains bullish due to its fundamental solid growth across all its business segments; in Q2 of 2024, Energy Storage revenues enhanced 100% YoY, recording a new high of 9.4 GWh deployed and setting the firm well on track to more than $13 billion revenue generation through 2025.</p><p>Tesla also constructs a capital-efficient business into autonomous driving and robotics at the bottom of the S-curve, underpinned by early leadership in full self-driving technology that should disrupt many industries.</p><p>Following our strong buy rating in June with a $200 price target, Tesla reached and surpassed the target, delivering a 23% return. Updated technicals demonstrate continued bullish momentum.</p><h2 id=\"id_558082997\">Tesla&#39;s Bullish Breakout: Fibonacci Levels Signal $316+ Upside</h2><p>TSLA&#39;s current price is $230, with an average price target of $316, which aligns with the 1.618 Fibonacci retracement level. This signals a potential bullish trend continuation. The optimistic price target of $368 corresponds to the 2.118 Fibonacci extension, suggesting that Tesla could experience a substantial upside if the market momentum remains strong. Conversely, the pessimistic target of $200 stands at the 0.5 Fibonacci level, which reflects a downside risk based on potential corrections or broader market downturns.</p><p>Moreover, the RSI is currently at 58.46, which indicates that Tesla is moving towards the overbought territory. The upward trend in the RSI line (after taking support near 50) suggests renewed buying interest, which means the current price action may move towards the upside for the short- to mid-term.</p><p>Further, the VPT line points to a recovery of bullish volume momentum after short-term weakness. The line stands at 4.49 billion, and the moving average of 4.42 billion supports the likelihood of a sustained price increase if the trend holds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d94abd3edc42bdc274a5734d8ae8e0a2\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (TrendSpider)</p><p></p><p>Tesla&#39;s seasonality over the past 14 years shows mixed performance. September has a low <strong>40% probability of positive returns</strong>, urging caution for investors this month. June stands out as the strongest, with a 79% chance of gains, followed by November at 71%, reflecting strong mid-year and late-year trends. Weaker months include October (36%) and August (43%), indicating more volatility or bearish tendencies. While September&#39;s outlook is cautious, TSLA tends to perform better during mid-year and late-year periods, offering stronger historical opportunities for potential gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ffadaed30ce12313416d240315a1c01\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (TrendSpider)</p><p></p><h2 id=\"id_1973954971\">Beyond EV, A Lead in Autonomous Driving, Robotics, and Energy Storage Market</h2><p>Tesla&#39;s market opportunity is transforming into a solid lead in autonomous driving, robotics, and energy storage. Deutsche Bank marked Tesla as a &#34;technology platform&#34; with the potential to disrupt industries. This vision is anchored in Tesla&#39;s focus on robotaxis and humanoid robots. The company aims to go beyond car manufacturing, expanding into new sectors.</p><p>The autonomous driving market is predicted to soar in developed markets. Based on an annual growth of 33%, it may exceed $2.8 trillion by 2033. Tesla&#39;s early lead comes from its advanced AI and vast driving data. Its FSD software is central to this push. As FSD&#39;s price drops and its capabilities grow, mass adoption becomes likely. This shift could cement Tesla&#39;s top-line growth and street sentiment about its dominance in autonomous technology.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fe0b10d2b6657997085be1ef3beb465\" tg-width=\"777\" tg-height=\"557\"/></p><p>Goldman Sachs</p><p></p><p>Tesla&#39;s humanoid robot, Optimus, is in early development and performs well in repetitive or hazardous tasks. The global robotics market could surpass $375 billion by 2035. The number of US humanoid robots may hit 63 million by 2050, with a $3 trillion market shift. Tesla&#39;s expertise in AI and robotics may help the company capture a significant market share. The ongoing development of its technologies will likely derive top-line growth in a whole new segment.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e6a868413923ae06edd9f9f79af3029\" tg-width=\"1280\" tg-height=\"617\"/></p><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a></p><p></p><p>Similarly, Tesla&#39;s energy storage business is also bringing in substantial revenue expansion (100% YoY in Q2 2024) that could generate over $13 billion in sales by 2025. Investments in battery storage in 2024 are booming and surpass $50 billion. In Q2 2024, Tesla deployed 9.4 GWh in energy storage (more than 40GWh in 2024), setting a new record. The rising demand for energy storage stems from the shift to renewable energy. Tesla&#39;s products like the Megapack and Powerwall are key to this strategy.</p><p>Fundamentally, Energy storage is a high-margin business for Tesla that complements its EVs and strengthens its brand. As solar and wind energy become popular, reliable storage becomes more crucial. Tesla has a significant opportunity to tap into this demand, as the energy storage market had 3X YoY growth in 2023. This may create room for Tesla&#39;s top-line growth, and its focus on cost reduction and technology improvements will support its expansion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/37b6f860736b57afa3c2e5ab35ad4f3b\" tg-width=\"1280\" tg-height=\"733\"/></p><p>BloombergNEF</p><p></p><p>In addition to these opportunities, Tesla&#39;s automotive business may boom by introducing new models. It is preparing to ramp up Cybertruck production and lower-cost models by 2025. Short-term margin softness has occurred due to higher costs, restructuring, and AI investments, but these challenges are temporary. Tesla&#39;s margins may improve as it achieves cost efficiencies with innovations like the 4680 battery cell production and robotaxi initiative. Tesla&#39;s FSD software is one of the most advanced systems today, and it targets the first to hit a fully autonomous robotaxi fleet (the first mover advantage against Waymo) as the robotaxi market could surpass $10 trillion by 2030.</p><p>Beyond all this, Tesla&#39;s upcoming Q3 earnings and robotaxi event (in October 2024) are vital as the street looks for signs of recovery from its recent margin pressures. The consensus estimate for Tesla&#39;s normalized EPS is $0.63 (-5.02% YoY). The revenue estimate for Q3 2024 stands at $25.66 billion, representing a YoY growth of 9.88%.</p><p>While this is solid growth, it&#39;s slower than Tesla&#39;s history, reflecting the hit the company is taking from pricing pressures and increasing competition in the EV market. For Q4 2024, though, Tesla revenues are forecasted to grow 7.53% to $27.06 billion, promising a rebound in performance from new and refreshed models now hitting the road.</p><h2 id=\"id_600666350\">Tesla&#39;s Explosive Growth: High Volatility, Massive Potential</h2><p>Tesla&#39;s revenue growth has a 31.56% CAGR over the last 3 years. Over the past decade, the top-line CAGR was even higher at 44.29%, highlighting the company&#39;s ability to expand rapidly. However, recent revenue growth slowed to 1.37% YoY due to external pressures. These include supply chain disruptions, inflation, and increased EV competition. At the bottom line, operating income growth has been strong, with a five-year CAGR of 84.75%. Yet, in the last year, EBIT declined by 43.03% due to spending on AI, robotics, and growth initiatives. This temporary setback should reverse as these investments yield results.</p><p>Moreover, Tesla&#39;s EPS growth has followed a similar path. The company&#39;s EPS has expanded 77.89% over the last three years but reported a decline to 1.06% YoY in the trailing twelve months. The company targets long-term growth rather than short-term profits, and the boom in its EPS growth could happen when its energy storage and autonomous driving sectors start to grow. This may lead to high stock valuations and massive price changes in upcoming quarters.</p><p>Finally, Tesla&#39;s stock has a 24-month beta of 1.95, indicating it is more volatile than the market. For example, competitors like Toyota (TM), BYD (OTCPK:BYDDF), and Ferrari (RACE) have far lower betas. Tesla&#39;s high volatility owes to its high-growth expectations, but this risk is partly compensated for by Tesla&#39;s strong financial position and capacity utilization. Tesla stands at an Altman Z-Score of 10.76, a low risk of financial distress that places it in another league, relatively speaking, with other car manufacturers. By comparison, Toyota has a Z-score of only 1.67 and a BYD of 1.72, which is substantially lower.</p><h2 id=\"id_3070444994\">Downsides: Weak Earnings and Revenue Projections, Challenges Ahead, And High Valuations</h2><p>The divergence in EPS growth estimates between Q3-Q4 2024 and Q1-Q2 2025 indicates that while Tesla faced short-term headwinds, its financial performance may improve towards the end of the year. For Q4 2024, the EPS estimate rises to $0.68, reflecting only a modest YoY decline of 4.3%. There are uncertainties in Tesla&#39;s near-term outlook, particularly regarding vehicle pricing and cost inflation. Hence, these factors may affect consumer purchasing power, particularly for high-priced EVs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18a6dbf7dd3f31e6a344995b6ee9cf42\" tg-width=\"835\" tg-height=\"400\"/></p><p>Seeking Alpha</p><p></p><p>Furthermore, Chinese and domestic EV manufacturers introduce more competitive models as competition increases in the EV market. In addition, dependency for sales on Model 3/Y and the very slow rollout of new models such as Cybertruck and the Semi further reduces the ability to exploit the EV market. This is reflected by modest Q3 and Q4 revenue growth projections.</p><p>Tesla delivered 444K vehicles in Q2 2024, slightly below expectations, impacting the stock price. Analysts project 469K deliveries (Canaccord reduced the estimate) in Q3 2024, so its market value growth is directly tied to new models and production scaling. Thus, any continued issues in deliveries may hit the stock harder.</p><p>In terms of valuation, Tesla&#39;s P/E ratio marks a weakness in its long-term growth potential. The forward P/E ratio is 96.92, massively higher than the sector median of 15.79, representing a 514% premium. Tesla&#39;s short-term leads in the EV market justify some premium, but not to this level. Critically, the company&#39;s P/E ratio is just 15% undervalued from its five-year average of 114.1, which limits potential upside against dropping earnings in upcoming quarters.</p><p>Similarly, Tesla&#39;s price/earnings-to-growth (PEG) ratio of 8.93 is massively higher than the sector median of 1.39, reflecting the high street expectations of Tesla&#39;s bottom-line growth due to high progress in areas such as energy storage, autonomous driving, and robotics. In short, while the company&#39;s valuations may seem stretched compared to traditional automakers, they are justified as Tesla can consistently disrupt industries and generate significant growth across multiple business segments.</p><p>Finally, at the macro level, US elections and street worries about a potential full-scale war between NATO and Russia may lead to market-wide corrections. The market may perceive the war as highly probable, based on Western support for Ukraine&#39;s use of long-range missiles (after the Kursk Oblast incursion) and the dollar&#39;s de-stability (massive net interest outlays on federal debt surpassing WWII levels).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bc62da12d75a09be59607249bd9443b\" tg-width=\"780\" tg-height=\"684\"/></p><p>Congressional Budget Office</p><p></p><h2 id=\"id_651616612\">Takeaway</h2><p>Tesla&#39;s strong fundamentals paint a bullish outlook for the company. The energy storage business scaled 100% YoY in Q2 of 2024, and forecasts show it will reach over $13 billion in revenue by 2025. Leading in autonomous driving and robotics, aside from the developing sectors of FSD and humanoid robots, positions Tesla for tremendous expansion in the future.</p><p>Despite temporary setbacks from investment in AI and growth initiatives, Tesla&#39;s strong revenue history and expansion across diverse industries indicate long-term value and strong growth potential across its business segments.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Set For A Breakout After A Flat Year</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; 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}\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 Set For A Breakout After A Flat Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-17 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4721268-tesla-stock-set-breakout-after-flat-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.The energy storage business grew 100% YoY in Q2 2024, with projections to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4721268-tesla-stock-set-breakout-after-flat-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4585":"ETF&股票定投概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","BK4592":"伊斯兰概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4574":"无人驾驶","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLA":"特斯拉","BK6522":"化石燃料股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD"},"source_url":"https://seekingalpha.com/article/4721268-tesla-stock-set-breakout-after-flat-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2468847168","content_text":"Tesla's price target sits at $316, aligning with the 1.618 Fibonacci retracement level, signaling potential upside momentum.The energy storage business grew 100% YoY in Q2 2024, with projections to exceed $13 billion in revenue by 2025.Autonomous driving market is set to grow to $2.8 trillion by 2033, with Tesla's FSD leading the charge.Tesla's revenue grew at a 31.56% CAGR over three years, showcasing substantial expansion into new, high-growth industries.Growing EV competition from Chinese and domestic manufacturers is intensifying, challenging Tesla’s market share and pricing power globally.pirankaInvestment ThesisTesla's (NASDAQ:TSLA) (NEOE:TSLA:CA) outlook remains bullish due to its fundamental solid growth across all its business segments; in Q2 of 2024, Energy Storage revenues enhanced 100% YoY, recording a new high of 9.4 GWh deployed and setting the firm well on track to more than $13 billion revenue generation through 2025.Tesla also constructs a capital-efficient business into autonomous driving and robotics at the bottom of the S-curve, underpinned by early leadership in full self-driving technology that should disrupt many industries.Following our strong buy rating in June with a $200 price target, Tesla reached and surpassed the target, delivering a 23% return. Updated technicals demonstrate continued bullish momentum.Tesla's Bullish Breakout: Fibonacci Levels Signal $316+ UpsideTSLA's current price is $230, with an average price target of $316, which aligns with the 1.618 Fibonacci retracement level. This signals a potential bullish trend continuation. The optimistic price target of $368 corresponds to the 2.118 Fibonacci extension, suggesting that Tesla could experience a substantial upside if the market momentum remains strong. Conversely, the pessimistic target of $200 stands at the 0.5 Fibonacci level, which reflects a downside risk based on potential corrections or broader market downturns.Moreover, the RSI is currently at 58.46, which indicates that Tesla is moving towards the overbought territory. The upward trend in the RSI line (after taking support near 50) suggests renewed buying interest, which means the current price action may move towards the upside for the short- to mid-term.Further, the VPT line points to a recovery of bullish volume momentum after short-term weakness. The line stands at 4.49 billion, and the moving average of 4.42 billion supports the likelihood of a sustained price increase if the trend holds.Yiazou (TrendSpider)Tesla's seasonality over the past 14 years shows mixed performance. September has a low 40% probability of positive returns, urging caution for investors this month. June stands out as the strongest, with a 79% chance of gains, followed by November at 71%, reflecting strong mid-year and late-year trends. Weaker months include October (36%) and August (43%), indicating more volatility or bearish tendencies. While September's outlook is cautious, TSLA tends to perform better during mid-year and late-year periods, offering stronger historical opportunities for potential gains.Yiazou (TrendSpider)Beyond EV, A Lead in Autonomous Driving, Robotics, and Energy Storage MarketTesla's market opportunity is transforming into a solid lead in autonomous driving, robotics, and energy storage. Deutsche Bank marked Tesla as a \"technology platform\" with the potential to disrupt industries. This vision is anchored in Tesla's focus on robotaxis and humanoid robots. The company aims to go beyond car manufacturing, expanding into new sectors.The autonomous driving market is predicted to soar in developed markets. Based on an annual growth of 33%, it may exceed $2.8 trillion by 2033. Tesla's early lead comes from its advanced AI and vast driving data. Its FSD software is central to this push. As FSD's price drops and its capabilities grow, mass adoption becomes likely. This shift could cement Tesla's top-line growth and street sentiment about its dominance in autonomous technology.Goldman SachsTesla's humanoid robot, Optimus, is in early development and performs well in repetitive or hazardous tasks. The global robotics market could surpass $375 billion by 2035. The number of US humanoid robots may hit 63 million by 2050, with a $3 trillion market shift. Tesla's expertise in AI and robotics may help the company capture a significant market share. The ongoing development of its technologies will likely derive top-line growth in a whole new segment.RedditSimilarly, Tesla's energy storage business is also bringing in substantial revenue expansion (100% YoY in Q2 2024) that could generate over $13 billion in sales by 2025. Investments in battery storage in 2024 are booming and surpass $50 billion. In Q2 2024, Tesla deployed 9.4 GWh in energy storage (more than 40GWh in 2024), setting a new record. The rising demand for energy storage stems from the shift to renewable energy. Tesla's products like the Megapack and Powerwall are key to this strategy.Fundamentally, Energy storage is a high-margin business for Tesla that complements its EVs and strengthens its brand. As solar and wind energy become popular, reliable storage becomes more crucial. Tesla has a significant opportunity to tap into this demand, as the energy storage market had 3X YoY growth in 2023. This may create room for Tesla's top-line growth, and its focus on cost reduction and technology improvements will support its expansion.BloombergNEFIn addition to these opportunities, Tesla's automotive business may boom by introducing new models. It is preparing to ramp up Cybertruck production and lower-cost models by 2025. Short-term margin softness has occurred due to higher costs, restructuring, and AI investments, but these challenges are temporary. Tesla's margins may improve as it achieves cost efficiencies with innovations like the 4680 battery cell production and robotaxi initiative. Tesla's FSD software is one of the most advanced systems today, and it targets the first to hit a fully autonomous robotaxi fleet (the first mover advantage against Waymo) as the robotaxi market could surpass $10 trillion by 2030.Beyond all this, Tesla's upcoming Q3 earnings and robotaxi event (in October 2024) are vital as the street looks for signs of recovery from its recent margin pressures. The consensus estimate for Tesla's normalized EPS is $0.63 (-5.02% YoY). The revenue estimate for Q3 2024 stands at $25.66 billion, representing a YoY growth of 9.88%.While this is solid growth, it's slower than Tesla's history, reflecting the hit the company is taking from pricing pressures and increasing competition in the EV market. For Q4 2024, though, Tesla revenues are forecasted to grow 7.53% to $27.06 billion, promising a rebound in performance from new and refreshed models now hitting the road.Tesla's Explosive Growth: High Volatility, Massive PotentialTesla's revenue growth has a 31.56% CAGR over the last 3 years. Over the past decade, the top-line CAGR was even higher at 44.29%, highlighting the company's ability to expand rapidly. However, recent revenue growth slowed to 1.37% YoY due to external pressures. These include supply chain disruptions, inflation, and increased EV competition. At the bottom line, operating income growth has been strong, with a five-year CAGR of 84.75%. Yet, in the last year, EBIT declined by 43.03% due to spending on AI, robotics, and growth initiatives. This temporary setback should reverse as these investments yield results.Moreover, Tesla's EPS growth has followed a similar path. The company's EPS has expanded 77.89% over the last three years but reported a decline to 1.06% YoY in the trailing twelve months. The company targets long-term growth rather than short-term profits, and the boom in its EPS growth could happen when its energy storage and autonomous driving sectors start to grow. This may lead to high stock valuations and massive price changes in upcoming quarters.Finally, Tesla's stock has a 24-month beta of 1.95, indicating it is more volatile than the market. For example, competitors like Toyota (TM), BYD (OTCPK:BYDDF), and Ferrari (RACE) have far lower betas. Tesla's high volatility owes to its high-growth expectations, but this risk is partly compensated for by Tesla's strong financial position and capacity utilization. Tesla stands at an Altman Z-Score of 10.76, a low risk of financial distress that places it in another league, relatively speaking, with other car manufacturers. By comparison, Toyota has a Z-score of only 1.67 and a BYD of 1.72, which is substantially lower.Downsides: Weak Earnings and Revenue Projections, Challenges Ahead, And High ValuationsThe divergence in EPS growth estimates between Q3-Q4 2024 and Q1-Q2 2025 indicates that while Tesla faced short-term headwinds, its financial performance may improve towards the end of the year. For Q4 2024, the EPS estimate rises to $0.68, reflecting only a modest YoY decline of 4.3%. There are uncertainties in Tesla's near-term outlook, particularly regarding vehicle pricing and cost inflation. Hence, these factors may affect consumer purchasing power, particularly for high-priced EVs.Seeking AlphaFurthermore, Chinese and domestic EV manufacturers introduce more competitive models as competition increases in the EV market. In addition, dependency for sales on Model 3/Y and the very slow rollout of new models such as Cybertruck and the Semi further reduces the ability to exploit the EV market. This is reflected by modest Q3 and Q4 revenue growth projections.Tesla delivered 444K vehicles in Q2 2024, slightly below expectations, impacting the stock price. Analysts project 469K deliveries (Canaccord reduced the estimate) in Q3 2024, so its market value growth is directly tied to new models and production scaling. Thus, any continued issues in deliveries may hit the stock harder.In terms of valuation, Tesla's P/E ratio marks a weakness in its long-term growth potential. The forward P/E ratio is 96.92, massively higher than the sector median of 15.79, representing a 514% premium. Tesla's short-term leads in the EV market justify some premium, but not to this level. Critically, the company's P/E ratio is just 15% undervalued from its five-year average of 114.1, which limits potential upside against dropping earnings in upcoming quarters.Similarly, Tesla's price/earnings-to-growth (PEG) ratio of 8.93 is massively higher than the sector median of 1.39, reflecting the high street expectations of Tesla's bottom-line growth due to high progress in areas such as energy storage, autonomous driving, and robotics. In short, while the company's valuations may seem stretched compared to traditional automakers, they are justified as Tesla can consistently disrupt industries and generate significant growth across multiple business segments.Finally, at the macro level, US elections and street worries about a potential full-scale war between NATO and Russia may lead to market-wide corrections. The market may perceive the war as highly probable, based on Western support for Ukraine's use of long-range missiles (after the Kursk Oblast incursion) and the dollar's de-stability (massive net interest outlays on federal debt surpassing WWII levels).Congressional Budget OfficeTakeawayTesla's strong fundamentals paint a bullish outlook for the company. The energy storage business scaled 100% YoY in Q2 of 2024, and forecasts show it will reach over $13 billion in revenue by 2025. Leading in autonomous driving and robotics, aside from the developing sectors of FSD and humanoid robots, positions Tesla for tremendous expansion in the future.Despite temporary setbacks from investment in AI and growth initiatives, Tesla's strong revenue history and expansion across diverse industries indicate long-term value and strong growth potential across its business segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350045094121576,"gmtCreate":1726488137015,"gmtModify":1726488140836,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"lol someone hating on intel. Putting out headlines in 2022","listText":"lol someone hating on intel. Putting out headlines in 2022","text":"lol someone hating on intel. Putting out headlines in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350045094121576","repostId":"1191641713","repostType":2,"repost":{"id":"1191641713","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1726487456,"share":"https://ttm.financial/m/news/1191641713?lang=&edition=fundamental","pubTime":"2024-09-16 19:50","market":"us","language":"en","title":"Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1191641713","media":"Reuters","summary":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, s","content":"<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel&#39;s design segment and would have doubled as a win for the company&#39;s contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel&#39;s design segment, but would have been a boon to the financial performance of the foundry business after this year&#39;s separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel&#39;s contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel&#39;s failure to win the business, an Intel spokesperson said: &#34;We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.&#34;</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel&#39;s future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel&#39;s programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel&#39;s contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</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>Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report</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; 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}\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\">\nIntel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-09-16 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel&#39;s design segment and would have doubled as a win for the company&#39;s contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel&#39;s design segment, but would have been a boon to the financial performance of the foundry business after this year&#39;s separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel&#39;s contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel&#39;s failure to win the business, an Intel spokesperson said: &#34;We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.&#34;</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel&#39;s future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel&#39;s programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel&#39;s contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191641713","content_text":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, sources say(Reuters) - Intel lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.The effort by Intel to win out over Advanced Micro Devices in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and Taiwan Semiconductor Manufacturing Co as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.Intel and AMD were the final two contenders in the bidding process for the contract.Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as Broadcom , until only Intel and AMD remained.Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: \"We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.\"Sony and Broadcom did not respond to requests for comment. AMD declined to comment.BACKWARDS COMPATIBILITYThe current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.SEEKING A MARQUEE CUSTOMERThe sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349879955530072,"gmtCreate":1726447912099,"gmtModify":1726450033199,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Lol good luck","listText":"Lol good luck","text":"Lol good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349879955530072","repostId":"1108922145","repostType":2,"repost":{"id":"1108922145","pubTimestamp":1726289473,"share":"https://ttm.financial/m/news/1108922145?lang=&edition=fundamental","pubTime":"2024-09-14 12:51","market":"us","language":"en","title":"Intel Solidifies $3.5 Billion Deal to Make Chips for Military","url":"https://stock-news.laohu8.com/highlight/detail?id=1108922145","media":"Bloomberg","summary":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal g","content":"<html><head></head><body><ul style=\"\"><li><p>Chipmaker has been struggling to bolster its factory business</p></li><li><p>Funding will support facilities in Arizona and other US states</p></li></ul><p>Intel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.</p><p style=\"text-align: start;\">The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.</p><p style=\"text-align: start;\">Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.</p><p style=\"text-align: start;\">The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.</p><p>Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.</p><p style=\"text-align: start;\">Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.</p><p style=\"text-align: start;\">Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.</p><p style=\"text-align: start;\">The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.</p><p style=\"text-align: start;\">The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.</p><p>The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.</p><p>Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.</p><p style=\"text-align: start;\">It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.</p><p style=\"text-align: start;\">Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.</p><p style=\"text-align: start;\">Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.</p><p>For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.</p><p style=\"text-align: start;\">The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.</p><p>The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Solidifies $3.5 Billion Deal to Make Chips for Military</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\">\nIntel Solidifies $3.5 Billion Deal to Make Chips for Military\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-14 12:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108922145","content_text":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346271738638352,"gmtCreate":1725576176295,"gmtModify":1725585888154,"author":{"id":"4125545119825582","authorId":"4125545119825582","authorIdStr":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125545119825582"},"themes":[],"htmlText":"Another trap","listText":"Another trap","text":"Another trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346271738638352","repostId":"1104159008","repostType":2,"repost":{"id":"1104159008","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725544944,"share":"https://ttm.financial/m/news/1104159008?lang=&edition=fundamental","pubTime":"2024-09-05 22:02","market":"us","language":"en","title":"Tesla Stock Rises Again. Self-Driving News Is Exciting Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1104159008","media":"Dow Jones","summary":" $Tesla Motors(TSLA)$  stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all aboutrobots.Shares of the ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</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 Stock Rises Again. Self-Driving News Is Exciting Investors</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 Stock Rises Again. Self-Driving News Is Exciting Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-05 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</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":"1104159008","content_text":"Tesla Motors stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.Shares of the electric-vehicle maker were up 5.4%.Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.Improving sales growth would help shares, and so would creating truly self-driving Teslas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}