Analyst missed on Apple, missed on Amazon, missed on Nvidia, missed on Palantir, wait missed on Tesla to. Surprised…. They miss growth and new technology and so does the media.
How can such a game changing company like Tesla have, on average, the absolute worst "professional" analysts? The best TSLA deep knowledge sources are still on youtube, not wall street. It's nutsosauce.
So sad that these analysts don't even mention Tesla's Mega Packs? It's not even on their radar....? Tesla's Megafactory complex in China spans about 49.4 acres & Tesla estimates that the Megafactory in Shanghai will have an annual capacity of 10,000 Megapack batteries, or about 40 GWh of energy storage. This is some MAJOR BANK for Tesla & they don't even speak to it in today's show? Crazy!
The woman commentator is correct: TSLA is not only a car company, but a battery company, an AI company, a solar energy company, a robotics company, and a robotaxi one.
The iPhone did not have major competition and was secure. The Tesla is competing against its ther car manufacturers and right now, no one cares about buying an overrated car with a bad battery life.
Tesla doesn't have a lead in self-driving lol. What did the Google Waymo CEO just say about Tesla having the lead in self-driving? Could anyone remind me?
Musk told TSMC CEO that robots are future for TSLA no longer EV likely due to Chinese EV companies like BYD is catching up with them. Robots haven't been even marketed yet thus he is looking at over 10 years in the future. Do you remember when TSLA started EV company and almost went bankrupt and took 17 years to become profitable? Also TSLA was most shorted stock in history with short float at 90% and Musk was able to sell TSLA shares after short squeeze to pay off debt and build factories. We don't even know if Musk will be alive 17 years from now to see that TSLA robots will be profitable. Musk said he is going to Mars.
Love seeing these idiots still talk about car sales as something people need to consider when talking about Tesla. Tesla is an AI robotics company and that is where their earnings are going to come from and that is why the stock price is rising. As an investor you need to be looking at where the business is going not where it is at the current moment. Every analyst who tries to value this company based on only their current car business has been absolutely wrong.
I can't believe how these hosts can be so dumb. They're clueless. I bet they wouldn't be able to say what are the differences in Waymo's and Tesla FSD's tech. They just can grab that they're both AVs and that's it.🤦. Also, what's that with the P/E?? Has this guy even calculated what would be Nvidia's P/E today if they had the earning of 2 years ago?? Have you ever heard about earnings growth? The P/E only makes sense when the industry is stable and the growth is linear. Autonomous driving is opening a whole new humungous scenario.
Here are some tangibles, Tesla currently manufactures cars for 30k (Cybercab will be even cheaper) Waymo's are 150k that's a 5x cost advantage alone, Tesla's vertical integration they manufacture their own batteries and have starting refining their own lithium so they have a cost advantage on maintainance and repairs, they already do grid scale battery storage and solar so they also have a cost advantage on charging. Lastly their technology has an easier path to scale as Waymo has to manually map their roads which is costly and adds a persistent maintenance cost.
Love and own Tesla but it’s on a Trump sugar high. Elon is great but not timely on targets - robotaxi launch - when?. My best guess is a correction down to $320 - $350 by June then upward from there. Long term killer!
“I think obviously Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two,” Pichai said. Not “the” leader and not a single Robotaxi on the road. Tsla stock is a gonna have a pullback.
Banks are raising rates with 10 years rates went from 3.6% to 4.4% using higher risk with inflation as an excuse after FOMC lowered rates by .50 and .25 which isn't helping consumers and making banks more rich. It's waste of lowering rates right now. TSLA count 5% of NASDAQ100. TSLA and bitcoin related stocks drove NASDAQ higher and its near peak.
Analyst missed on Apple, missed on Amazon, missed on Nvidia, missed on Palantir, wait missed on Tesla to. Surprised…. They miss growth and new technology and so does the media.
How can such a game changing company like Tesla have, on average, the absolute worst "professional" analysts? The best TSLA deep knowledge sources are still on youtube, not wall street. It's nutsosauce.
It means better to invest in the election than in the company itself by the owners of the companies.
So sad that these analysts don't even mention Tesla's Mega Packs? It's not even on their radar....? Tesla's Megafactory complex in China spans about 49.4 acres & Tesla estimates that the Megafactory in Shanghai will have an annual capacity of 10,000 Megapack batteries, or about 40 GWh of energy storage. This is some MAJOR BANK for Tesla & they don't even speak to it in today's show? Crazy!
ive been pounding the table on energy for 3 years even dm Gary black and your right they won't realize it until it slams them over and it will by q2
The woman commentator is correct: TSLA is not only a car company, but a battery company, an AI company, a solar energy company, a robotics company, and a robotaxi one.
It’s remind me 2007 when iPhone launched.
Who will buy that expensive phone.
2030 all these people surprised when most of us have personal robot
The iPhone did not have major competition and was secure. The Tesla is competing against its ther car manufacturers and right now, no one cares about buying an overrated car with a bad battery life.
Tesla doesn't have a lead in self-driving lol. What did the Google Waymo CEO just say about Tesla having the lead in self-driving? Could anyone remind me?
There is no logical case with FSD, it shows a lack of understanding of what Tesla is doing versus what Waymo is doing. Schwab do more research.
Great discussion as usual. Schwab Network has replaced Bloomberg and CNBC for my trading days.
Musk told TSMC CEO that robots are future for TSLA no longer EV likely due to Chinese EV companies like BYD is catching up with them. Robots haven't been even marketed yet thus he is looking at over 10 years in the future. Do you remember when TSLA started EV company and almost went bankrupt and took 17 years to become profitable? Also TSLA was most shorted stock in history with short float at 90% and Musk was able to sell TSLA shares after short squeeze to pay off debt and build factories. We don't even know if Musk will be alive 17 years from now to see that TSLA robots will be profitable. Musk said he is going to Mars.
Love seeing these idiots still talk about car sales as something people need to consider when talking about Tesla. Tesla is an AI robotics company and that is where their earnings are going to come from and that is why the stock price is rising. As an investor you need to be looking at where the business is going not where it is at the current moment. Every analyst who tries to value this company based on only their current car business has been absolutely wrong.
These people had silly with their logic 😅😅
When you control Government, anything is possible. 500 P.E. is Ok. Everybody needs to pay more tax . MAGA
I can't believe how these hosts can be so dumb. They're clueless. I bet they wouldn't be able to say what are the differences in Waymo's and Tesla FSD's tech. They just can grab that they're both AVs and that's it.🤦.
Also, what's that with the P/E?? Has this guy even calculated what would be Nvidia's P/E today if they had the earning of 2 years ago?? Have you ever heard about earnings growth? The P/E only makes sense when the industry is stable and the growth is linear. Autonomous driving is opening a whole new humungous scenario.
or they are trying to keep the general public stupid while they buy it all
These are professionals yikes
This analyst mentioned China and is not keeping track of Tesla sales in China. Q4 is on track to be the best Q4 in China ever. He just picks one week.
Still, 136 P/E ratio without any thing tangible is still very high. You’re basically buying hope.
Here are some tangibles, Tesla currently manufactures cars for 30k (Cybercab will be even cheaper) Waymo's are 150k that's a 5x cost advantage alone, Tesla's vertical integration they manufacture their own batteries and have starting refining their own lithium so they have a cost advantage on maintainance and repairs, they already do grid scale battery storage and solar so they also have a cost advantage on charging. Lastly their technology has an easier path to scale as Waymo has to manually map their roads which is costly and adds a persistent maintenance cost.
Why is the new FUD 200X forward P/E when the TTM is 130? He expects lower future earnings? Totally failed to support his supposition. SMH🤯
Love and own Tesla but it’s on a Trump sugar high. Elon is great but not timely on targets - robotaxi launch - when?. My best guess is a correction down to $320 - $350 by June then upward from there. Long term killer!
Sundar CEO of Alphabet just said Tesla is the leader in the space though - so how you putting them third? Makes no sense.
There was also a third-party review of FSD that had one intervention every 13 miles. How is that even close to being ready for Romo taxi
“I think obviously Tesla is a leader in the space. It looks to me like Tesla and Waymo are the top two,” Pichai said. Not “the” leader and not a single Robotaxi on the road. Tsla stock is a gonna have a pullback.
@robertoelizalde5694 There is no third-party review of FSD. Tesla does not share the data. Don't believe a lie.
Banks are raising rates with 10 years rates went from 3.6% to 4.4% using higher risk with inflation as an excuse after FOMC lowered rates by .50 and .25 which isn't helping consumers and making banks more rich. It's waste of lowering rates right now. TSLA count 5% of NASDAQ100. TSLA and bitcoin related stocks drove NASDAQ higher and its near peak.
Meme stock atm d.a.f