So basically Tesla has a handful of cars with a future promise of autonomous driving (which btw they already charge u ahead of time) and a cyber truck. Yet Tesla has a market cap worth the entire fleet of all other companies combined. To add to that, Tesla revenue until recently is 32B whereas its 1.3Trillion for the rest. I am not against Tesla. I am just trying to evaluate if its still worth investing at this moment given these insane comparisons?#tesla #tech #
No it’s not worth it now. It’s a bubble. It will burst and people will lose money.
It’s a meme stock. Only buy for fun
Do you like extreme gambling OP?
I don’t, hence confused as to how everyone else is in it? I mean looks like i am only one thinking twice when it comes to gambling
People aren’t actually investing 10%+ of their portfolio. Maybe 1% max for shits and giggles
Cost average TSLA or buy 1 TSLA leap. And also other tickers like NIO, XPEV, LI, GM, XL, HYLN, GOEV etc. Diversify.
The world wants electric/autonomous vehicles, no matter what. TSLA and Elon's cult-like following are chasing a vision, not fundamentals. They will continue pouring money into it, forgiving mistakes, overlooking delays; until delusion catches up to reality (or the other way around). Some, like ARK, believe that the autonomous race is a "winner-take-all" situation, and the first company to achieve this milestone will simply take the entire market. It is not only about the fleet, but early entry to all the new market opportunities that will emerge once we get there, as people will now need to find ways to spend their free time. Moreover, they believe that TSLAs approach is what will give them the edge over competition, particularly their vertical integration. Other people, believe that the market is wide enough for there to be multiple players, even if they are late to the party. Similarly, they believe that their approach to solve the problem (often different than TSLAs) will allow them to capitalize and quickly eat TSLAs lead if they manage to be the first ones to get there. This is why right now EV companies (even more so with autonomous vision) are some of the best trades to get into. The market is extremely eager to give these companies a chance in the ring and see if they manage to do anything against TSLA. We are entering a period where there will be dozens of these companies flourishing. Then, one by one, they will start dying and we will go through a consolidation period until a few battle tested ones remain. Until such a company emerges to prove them wrong, TSLA's following won't change their mind. However, if at the end of it all TSLA is the only one standing, then...buckle up. Regardless of whether we hate or love TSLA, we have to acknowledge and not undervalue the massive amount of money they have been given, at this point it may very well be their race to lose. Time will tell though. Finally, something that is often omitted is that TSLAs mission is not even about EVs or an autonomous fleet - it is about energy, and this is just but one step towards what they are truly aiming for. Either way, no matter what side you choose, there is money all around to be made, so 🚀.
This article is from a year ago, so somewhat dated: https://ark-invest.com/articles/analyst-research/tesla-price-target But it is where ARKs pre-split (in)famous valuation is referenced and which displays the massive jump that they expect would happen if TSLA manages to deploy their autonomous fleet. Something similar could also happen if anyone else manages to get there first. And another one as a follow-up: https://ark-invest.com/articles/analyst-research/tesla-ride-hail-update There has also been a lot of talk around LiDAR and the new companies that gained popularity within recent months. As well as battery focused ones. Some other investment opportunities there.
When Uber went into market Lyft followed the suit. Both co exist. TSLA would remain the same no matter what. It's just hyped as a tech company but underlying thesis is they need to make and sell cars before they can do 100% into tech. For consumers who offers the cheapest cost wins. I'll let it mature
Put that logic to iPhone
Its funny how everyone looks at just the revenue. Tesla has by far the highest profit margin in entire Auto industry. And its only getting bigger. How could toy compare number of vehicles sold when say you make more profit on the few vehicles you sell? Here is an eg CompanyA: Sells 100 items and makes $10 in profit. CompanyB: Sells 20 items and still makes $10 in profit. Which company you go with? Or will you still say CompanyA sells 100 items and blah blah blah?
They have the profit margin because they give u a big box with an ipad and a few plastic seats. Wait till other players come to market with much more quality interiors. Noone will pay such huge price for such low quality comfort Also blind fans will keep continuing to pay a premium for low quality product. But for how long?
No serious investor believes in Tesla’s valuation. It’s a pump and dump bubble and retail idiots will be holding the bag in the end. Just like usual. It might take a few more months to pop though, and there could be more run ups in the mean time.
Hearing this from 2014 lol