TSLA - Tesla Motors

[Crypto Crude]

Driving a Tesla car is like sitting in a microwave oven... They are antenna for 5g....

[Daytr]

Quite incredible that Tesla has a PE of over 100 when it's eps has been shrinking.

Seems very over valued.
Lots of value placed on autonomous driving & robotics.

[nztx]

Interesting reading here:

https://www.nzherald.co.nz/business/...AWCN4BURB34JQ/

Tesla loses bid to restore Elon Musk’s record $95 billion pay package

mind you all that appears to be in stock or options

paywalled for some

[Daytr]

Yeah I saw that announcement NZTX & was wondering what impact it would have to the SP as $56Bln ain't chump change, even for a company like Tesla, it would mean effectively a 5% dilution I suppose.

Anyhooo, SP down 2.2% overnight.
What's their eps? Something like $3.40 & the SP is $350!

Just mind blowing for a company that is struggling to grow its profits.

[Daytr]

And the insanity continues.
If robotics & autonomous driving don't deliver this could be one of the biggest duds of the 21st century.

[Walter]

And the insanity continues.
If robotics & autonomous driving don't deliver this could be one of the biggest duds of the 21st century.

True, but if they do solve it will be cheap at this price. "self-driving" is a currently joke in NZ but in parts of USA it is extremely capable. I expect Cybercab (no driver, steering wheel or pedals) to start in Texas next year. The backup will be tele operators - like it is with Waymo. In fog, heavy rain or sunstrike the system will still not function (many humans cannot cope either)

[hereweare]

Yeah I saw that announcement NZTX & was wondering what impact it would have to the SP as $56Bln ain't chump change, even for a company like Tesla, it would mean effectively a 5% dilution I suppose.

Anyhooo, SP down 2.2% overnight.
What's their eps? Something like $3.40 & the SP is $350!

Just mind blowing for a company that is struggling to grow its profits.

jack **** effect, shares have been put aside in 2018.

all these Elon haters need to chill, don’t bet against Elon.

[hereweare]

If? Where have you been living? Haven’t you seen FSD progression vs each iteration? This is a slam dunk. Every other drive sharing business is ****ed!

Oh and let’s not even mention Grok/xai’s enormous training cluster oh and that tiny thing called Optimus. No, let’s not. Let’s pretend Tesla is just a car company and hate on everything it does that doesn’t fit into your spreadsheet columns.

You haters are going to be sore losers.

[Daytr]

True, but if they do solve it will be cheap at this price. "self-driving" is a currently joke in NZ but in parts of USA it is extremely capable. I expect Cybercab (no driver, steering wheel or pedals) to start in Texas next year. The backup will be tele operators - like it is with Waymo. In fog, heavy rain or sunstrike the system will still not function (many humans cannot cope either)

It's not just about solving it, it's about making it profitable and reliable. Also building trust with consumers.
One crash, and the confidence could be considerably damaged.

Compare the stock price to NVDA and on every metric NVDA wins hands down. Growth, margin, revenue etc.
And yet NVDA's p.e. is half that of Tesla.

[hereweare]

It's not just about solving it, it's about making it profitable and reliable. Also building trust with consumers.
One crash, and the confidence could be considerably damaged.

Compare the stock price to NVDA and on every metric NVDA wins hands down. Growth, margin, revenue etc.
And yet NVDA's p.e. is half that of Tesla.

lol have you seen the latest video of Optimus BLIND and walking down a hill (albeit looks like it’s holding in a ****)? Vision not even part of the control loop.

Optimus will and probably almost is going to be profitable. How hard would it be to replace a dumb striking factory worker human? First year is investment into buying it, then basically pays for itself. It doesn’t have to be as efficient nor as fast as a human. But it will work for longer and complain/strike a ****ton less.

it’s funny how you’re comparing or even mentioning NVDA. They make the hardware (letÂ’s again forget and conveniently ignore dojo chip) but the models which actually do something useful are where the REAL value/ROI is placed.

simply comparing them/NVDA’s PE is just dumb and shortsighted.

you guys are all bears