This is true, but it's a big waste of Tesla time and money IMO. You can see that the Nvidia H100 clusters are already close to D1 or better depending on the particular metric you are looking at. In-sourcing works well for Tesla when they are competing against bumbling, slow automakers. I don't think spending billions to design something that you can pretty much just purchase from Nvidia is the smartest move. Nvidia will iterate on this with large jumps in performance every year, and their R&D is funded by the entirety of the rest of the AI/ML industry. The rest of the automakers will simply buy NV products.
Tesla Stock
- Thread starter Passport1
- Start date
https://www.axios.com/2023/12/31/elon-musks-x-fidelity-valuation-cut
Fidelity believes their shares are worth 71.5% less than when Elon bought it. It seems that he took that sinking ship and steered it directly into an iceberg.
edyvw
$50 site donor 2025
Yes, it worked "excellent:"
- Worth $27bln (in reality $22).
- He paid $44bln
-Worth now $8bln (optimistic estimate).
True visionary.
I doubt Tesla actually invents anything only improves or utilizes what is already available.
The world is almost already awash in EVs and if you are a company that only makes EVs and none with the ICE I think moving forward you will have issues.
That said, we have to acknowledge that Tesla is working on robots, though a long way off.
Other than that, they are all just cars and trucks. I grab at straws to wonder why the pubic gets wrapped up in one company that still haven't delivered = Tesla.
Only way I see China succeeding here is if they can price way below the competition.
Sooner or later whether it is the next recession or whatever reason, something has got to give on USA vehicle prices. It's insane, yet, the only reason it is, is because of the willingness of the pubic to pay the price.
That said, we have to acknowledge that Tesla is working on robots, though a long way off.
Other than that, they are all just cars and trucks. I grab at straws to wonder why the pubic gets wrapped up in one company that still haven't delivered = Tesla.
Only way I see China succeeding here is if they can price way below the competition.
Sooner or later whether it is the next recession or whatever reason, something has got to give on USA vehicle prices. It's insane, yet, the only reason it is, is because of the willingness of the pubic to pay the price.
Much of the whole EV market is fantasy in the USA, so back to investing and the most well known name when it comes to Tesla =
Cathie Woods.
This is the power of the media, it's laughable that she is promoted as some sort of guru when it comes to Tesla.
All the talk of her promoting Tesla is followed by the press in a god like manner. Yet her fund constantly trades in and out of Tesla and her ARK FUND IS A BIG LOSER of a fund. Good god, just invest in index funds if your not someone who trades regularly.
So why when the media interviews her and why when the media talks about her do they not simple post factual information like this? Reason then they have no story that this loser is costing her investors who could have just put their money in market funds.
Also then, the media darling Tesla attracts clicks and advertising revenue.
Last years gain? 5%
3 year track record? you lost 32% of your money invested in this fund in the last 3 years.
5 year track record? you have a 2% gain
and yet, even in here, I see her mentioned with "glee" in the words that I read.
Source, right from the street =
https://www.thestreet.com/investing/stocks/cathie-wood-sells-a-major-tech-stock-again
Cathie Woods.
This is the power of the media, it's laughable that she is promoted as some sort of guru when it comes to Tesla.
All the talk of her promoting Tesla is followed by the press in a god like manner. Yet her fund constantly trades in and out of Tesla and her ARK FUND IS A BIG LOSER of a fund. Good god, just invest in index funds if your not someone who trades regularly.
So why when the media interviews her and why when the media talks about her do they not simple post factual information like this? Reason then they have no story that this loser is costing her investors who could have just put their money in market funds.
Also then, the media darling Tesla attracts clicks and advertising revenue.
Last years gain? 5%
3 year track record? you lost 32% of your money invested in this fund in the last 3 years.
5 year track record? you have a 2% gain
and yet, even in here, I see her mentioned with "glee" in the words that I read.
Source, right from the street =
https://www.thestreet.com/investing/stocks/cathie-wood-sells-a-major-tech-stock-again
I doubt Elon actually invents anything: he takes massive amounts of drugs and steals other folks ideas to profit from them as his own.
I don't know about stealing, but have you ever worked for a company where you were developing tech? The IP becomes part of the company. They aren't your free ideas at that point. I've never developed anything crazy, but the small changes and processes I helped develop weren't mine to keep and I'm still not allowed to share them even though most of it is no longer relevant.
edyvw
$50 site donor 2025
But with all this talk about drugs. If it was any other CEO, he would be long gone.
It was good call to appoint someone else to run SPACE-X, because lately he is seriously loosing marbles.
Alarmguy is correct about the power of the media. Cathie Woods and ARK Capital were often mentioned regarding Tesla and its valuation when EV's were the darlings of the media. I often mentioned or quoted Woods myself with regards to future predictions of TSLA's valuation.
Now that EV;s are the popular whipping boys of the clickbait driven media types, we are seeing stories about Woods and ARK Capital that aren't so favorable. It is a perfect example of how intellectually dishonest many if not most of the journalists are, and more importantly just how their stories can have a major effect upon a company's stock value.
Investing in TSLA is not for the faint-hearted. And not for short term traders. I still believe that they will have very substantial and profitable revenue streams from other business divisions besides just the sales of their EV's. And therefore while it may be popular at the moment to cite the slowing sales of EV's and of course to bash Teslas and Elon Musk, I still think it will be a very valuable stock in the next few years. Whether or not it will meet Cathie Woods' projection, now I'm not so sure. But if it comes in at half or even a quarter of what she said, I won't be complaining.
Now that EV;s are the popular whipping boys of the clickbait driven media types, we are seeing stories about Woods and ARK Capital that aren't so favorable. It is a perfect example of how intellectually dishonest many if not most of the journalists are, and more importantly just how their stories can have a major effect upon a company's stock value.
Investing in TSLA is not for the faint-hearted. And not for short term traders. I still believe that they will have very substantial and profitable revenue streams from other business divisions besides just the sales of their EV's. And therefore while it may be popular at the moment to cite the slowing sales of EV's and of course to bash Teslas and Elon Musk, I still think it will be a very valuable stock in the next few years. Whether or not it will meet Cathie Woods' projection, now I'm not so sure. But if it comes in at half or even a quarter of what she said, I won't be complaining.
LOL
This is never good news, short term, or long term. The stock does seem to like it, and when doesnt it when layoffs are announced? Sad.
https://www.nasdaq.com/articles/tesla-asks-which-jobs-are-critical-stoking-layoff-fears-bloomberg
This is never good news, short term, or long term. The stock does seem to like it, and when doesnt it when layoffs are announced? Sad.
https://www.nasdaq.com/articles/tesla-asks-which-jobs-are-critical-stoking-layoff-fears-bloomberg
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The media only affects retail investors. Goldman has been pumping stocks to retail on one side while selling the same stocks off their own book on the other side as long as I can remember. Not new.
Tesla is in the S&P 500 - which means 53% of the stock is held by index funds, which typically rebalance monthly and they can't change that by their own rules. Musk owns another 12% So that's 2/3 of all Tesla stock outstanding thats likely not for sale. I huge portion of hedge funds index to a degree as well. The small amount of daily float is pushed one way or the other by the Quants, or swing traders, or zero day to expiration options.
The long term is driven by fundamentals - ie earnings -which have been discussed.
A significant percentage of retail investors hold Tesla which is much higher than that of the legacy automakers.
I wasnt interested enough but a quick search reveals this. We also have to admit institutions buy and sell on momentum which can be brought about by retail.
Source and breakdown -
https://www.wallstreetzen.com/stocks/us/nasdaq/tsla/ownership
That doesn't really tell you anything. "retail" includes the indexes, and institutional also includes the indexes (could be a pension fund for teachers or a big hedge fund). The indexes don't sell based on what Cathie says - my only point.
Blaming this that or the other long term on Cathie or CNBC isn't really correct. A particular day - maybe?
I haven't blamed anything on Cathie except to point out her failing ARK fund. Still retail investors and funds like hers add up to significant holdings and the media can and does trash stocks with high flying multiples like has happened to Tesla.
We have to remember the stock is down 50% from its high. That is considered a blood bath for some. I mean, let's knock down the indexes the way Tesla has gone down in the last 3 years and well. the USA would cease to exist. (just my feelings)
It's undeniable this is a spec stock.
edyvw
$50 site donor 2025
If anyone else was CEO of Tesla, they would be out long time ago if they exhibited same bahovior as Elon Musk.
Ranting every day about great replacement theory, playing fine line with neo-nazis etc. would make ANY other CEO fired long time ago. Not to mention, that any other CEO would have to by now go out and talk to press about drug use.
If anything, press has been more than accommodating to Tesla and Muska. IMO, they derelict their duty.
But, I think things are catching up with him, and they should.
Someone else did - hence my Original reply was not to you, but someone else.
TSLA gapped down when they reported earnings. It rode down even further after the market actually opened and the big boys came out to play - which they can't after hours. After that it was momentum trades. Honestly it stabilized out pretty quick at a P/E of 40 - which dare I say in this crazy market - is fair for a growth stock with no debt? Either way, the media didn't have time to push it either way at that point.
Was the same with the dot com stocks in 98, and the mortgage / bank stocks in 2006. The broadcasting stocks in the 50's. Its always been this way. Which is why you hold 500 stocks in an indexed ETF - not 5. If you look at the equal weighted S&P its performance is pretty boring - as it should be.
The current value and recent price drop of TSLA is driven primarily by the numbers related to their EV sales.
Those of us who are in it for the medium to long term are gambling that their other business divisions will drive the overall value of TSLA. Those divisions are all part of the TSLA stock shares.
Cathie Woods is not the only one who has studied Tesla as a company and is taking those other possible revenue streams into consideration when making predictions. Ron Baron is another, Woods' current reputation is tarnished but she might be just like Elon, and will be laughing all the way to the bank in a few years. We'll see......
Those of us who are in it for the medium to long term are gambling that their other business divisions will drive the overall value of TSLA. Those divisions are all part of the TSLA stock shares.
Cathie Woods is not the only one who has studied Tesla as a company and is taking those other possible revenue streams into consideration when making predictions. Ron Baron is another, Woods' current reputation is tarnished but she might be just like Elon, and will be laughing all the way to the bank in a few years. We'll see......
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i have no idea if there something else holding back sales in a South Korea, but last month Tesla sold only one vehicle? Im surprised this didnt have any effect on stock price
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