Goldman Sachs sees Tesla $TSLA as a potential leader in AI-related technologies. Goldman Sachs believes that their current $235 price target for TSLA reflects Tesla's future potential for growth in new high-margin areas, particularly with respect to its own fleet of vehicles. However, they suggest the company may gain more product traction in other AI-related segments.
Which company do you think will be the leader? Does anyone here trust Tesla all that much either?
Goldman sucks?
I think China is going to be nipping at Tesla's heels a lot, so I'd be careful with those margins. I think some of that technology lead can be erased very quickly.
Tesla earnings made up over 80% of my portfolio and Tesla still makes up about 1% of my portfolio.
I trust everyone at FAANG stocks. But it's hard to say who will be number one.