Sentiment: Negative
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Musk over the weekend officially announced Terafab – a joint project of Tesla $TSLA, SpaceX and xAI estimated at $20–25 billion, which is set to build chip factories in Austin the likes of which the world has not yet seen. One line will produce chips for Tesla cars, robotaxis and Optimus robots, the other will make specially hardened chips for SpaceX’s satellite data center in...
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Interesting turnaround: just a few years ago $UBER was burning massive amounts of cash and $TSLA had huge margins.
Today the situation is different – Uber is gradually increasing its operating profit and has even overtaken Tesla on the chart.
An example of how quickly a business model can turn around. 🚗📈
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Even from the perspective of stock performance, it’s been visible quite clearly since 2022, when the situation started to shift. $UBER has even managed to outperform Tesla’s shares $TSLA over the past four years. And quite significantly. The ratio is 62% for Uber vs. 31.4% for Tesla.
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Greetings to all investors—over the past few days confidence in Tesla’s Full Self-Driving (FSD) technology has been shaken by another series of incidents, the most striking of which involved a car repeatedly attempting to drive straight into a lake. This incident clearly demonstrates that a system built purely on camera vision still fails to recognize basic terrain features,...
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I only hear about these incidents from you here 😂. If something big and important had happened, it would probably have shown up everywhere. We'll see how their next results turn out.
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Chinese automakers are heading to the US – and in my view this is a topic that could significantly shake up the American EV market in the coming years.
Currently imports are blocked by a 100% tariff, but if brands like BYD $BY6.F , Geely (Zeekr, Lynk & Co) or others were to build factories directly in the US, that barrier would effectively fall. President Trump has already...
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I think this will have a positive impact on consumers. Traditional automakers will be in trouble. They really haven't had it easy over the past few years. They've simply fallen behind on technology, and now they're paying the price with low margins just to remain at least somewhat competitive.
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Rivian reported results that came out well, and you can see the business is growing nicely. The stock is reacting positively and is currently up 21% in the premarket. $RIVN is definitely a volatile stock and I don't have any money invested, but what they're doing is very interesting and in some areas they're much better than $TSLA.
Does anyone here invest in $RIVN?
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Nice surge. I’d see it as an opportunity to short it, but I’m not going to get in.
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European data still don't bode well for Tesla. Year-on-year declines in sales and a falling market share indicate a combination of stronger competition, an aging product lineup and worsening brand perception. $BY6.F is also great and, in my view, has greater potential to prove itself.
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Tesla sales in France and Denmark are rising fairly significantly, which is positive news. In France, this is the first monthly year‑over‑year increase Tesla has recorded in the country this year. Demand seems to be beginning to pick up, so the next results could be better.
Do you think demand will continue to grow and sales $TSLA will improve?
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Tesla is going through a rough patch right now and the business hasn’t progressed. This could help the company and hopefully kick-start further growth.
That's just Elon.