Tesla CEO Musk is developing an “Epic” Master Plan4. Expect lots of robots. -- Barrons.com
Tell a good Tesla story and eat a good Tesla flatbread.
“Drawing the cake” (in fact, the basic work of a long-term vision is carried out step by step) is beneficial, and positions can be realized with heavy positions; so-called “bad” information is flying all over the sky, and when stock prices plummet, bravely get out of emptiness and loneliness, boldly divide them into gradients and batches, and open positions in a planned and systematic manner with discrete random variables.
A large amount of chips are in a state of loss due to duvet covers. There is a lot of resistance to the pull-up, and the vast majority of people are far from breaking the pack. Little and Big Mo are really amazing. They have now turned gorgeously into Tesla's biggest bosses, but until now there are no signs of major changes in Tesla's fundamentals. At a relatively high level of technology, large institutions are less willing to invest heavily to boost it. The vast majority of retail investors will run away if they wait to get out of the equation, or if they make a small profit. The next time they see that it doesn't fall, and it's best to go up again, they'll start to be willing to buy again. They call it following the trend. Start over and over again.
Tesla CEO Musk Is Working On 'Epic' Master Plan 4. Expect Plenty of Robots. -- Barrons.com
Tesla CEO Musk is developing an “epic” fourth major plan. A large number of robots are expected. -- Barrons.com
Al Root
To his detractors, Tesla CEO Elon Musk overpromises and underscores. To his strengths, he is the key to losing trillions in shareholder value from not only all-electric cars, but from robots, robotaxis, and artificial intelligence computing.
In the eyes of his opponents, Tesla CEO Elon Musk overstated his promises and failed to deliver on his promises. According to his supporters, he can create trillions of dollars in value for shareholders not only through all-electric vehicles, but also through robots, robot taxis, and artificial intelligence calculations.
The debate between the two factions is about to get a lot louder as Musk works on his “Master Plan 4,” which promises to usher in an era of robotics that no one is correct.
The dispute between the two factions is about to escalate as Musk is drawing up his “fourth master plan,” which promises to bring about an era of robots that no one anticipated.
“Working on the Tesla Master Plan 4,” Musk tweeted on June 17. “It Will Be Epic.”
Musk tweeted on June 17: “Tesla's fourth master plan is being developed and will be epic.”
Tesla only released Master Plan 3 in April 2023. Exactly when Master Plan 4 will be unveiled is anyone's guess. Tesla didn't respond to a request for comment about when it would be ready.
Tesla only released its third master plan in April 2023. It is still unknown when Tesla will announce its fourth plan. Tesla did not respond to requests about when it would be ready.
Musk is involved in his planning process though. Master Plan 1 came out in 2006. It detailed Tesla's ambition to use the experience by making a high-grade luxury all-electric car to produce an affordable all-electric car. Musk did it. The Model 3 came out in 2016. By automotive standards, it was a wild success.
Despite this, Musk is speeding up the planning process. The first plan, released in 2006, explains Tesla's ambition to use the experience gained in making high-priced luxury all-electric vehicles to produce inexpensive all-electric vehicles. Musk did it. Model 3 came out in 2016, and by automotive standards, it was a huge success.
Master Plan 2, or Part Deux as Tesla named it, planned in 2016. It detailed Tesla's plans to offer more models and started Tesla, and Tesla investors, down the path of autonomous driving.
The second plan was released in 2016, called “Part Deux,” detailing Tesla's plans and beginning to let Tesla and Tesla investors embark on the path of autonomous driving.
Musk has done some of that. Tesla has expanded its product lineup. It's making semi-trucks. It started believing the Cybertruck in 2023. A lower-rated Tesla model is due in 2025.
Musk has begun to embark on some of these plans. Tesla has expanded its product line, manufactured semi-trailers, and began delivering Cybertrucks in 2023. A cheaper Tesla model will be launched in 2025.
Fully self-driving Tesla aren't here yet, though. Tesla is hosting a Robotaxi Day on August 8. Investors will expect to see a robotaxi prototype and hear about artificial intelligence-intelligence software.
However, fully autonomous Tesla has yet to appear. Tesla will host a robot taxi day on August 8. Investors are looking forward to seeing a robot taxi prototype and learning about AI-trained software improvements.
Master Plan 3 planned in 2023. It was about the opportunity in solar and battery storage to we the world off fossil fuels. Electric cars, renewable power generation, and battery storage to save electricity for when the sun isn't shining and the wind isn't blowing have always been part of Musk's vision.
The third master plan, released in 2023, aims to move away from fossil fuels through solar energy and battery storage opportunities. Electric vehicles, renewable energy generation, and battery storage, which can save electricity even in the absence of sunlight and wind, have always been part of Musk's vision.
Plan 3 is already done, too. Tesla deployed 15 gigawatt hours of battery storage over the past year. That's enough electricity to power supplies 1,500 U.S. Homes for a year.
The third plan has already been partially completed. Tesla has deployed around 15 gigawatt-hours of battery storage over the past year. That's enough to power about 1,500 American households for a year.
“We expect Master Plan 4 to be underpinned by Tesla's commercial ambitions in A.I., robotics, hybrid-compute... that spans from cloud to edge,” wrote Morgan Stanley analyst Adam Jonas in a Recent reports.
“We expect the fourth master plan to be supported by Tesla's commercial ambitions in artificial intelligence, robotics, hybrid computing... from the cloud to the edge.” Damo Resources LOF analyst Adam Jonas wrote in a recent report.
“HYBRID-COMPUTE” AT THE EDGE CAN REFER TO USING COMPUTERS IN TESLAS TO DO WORK, AND EARN MONEY, WHILE THE CARS AREN'T BEING DRIVEN.
“Edge hybrid computing” can refer to using computers in Tesla to work and earn money without the vehicle being driven.
HYBRID-COMPUTE is new for investors. Robots aren't. Tesla is building a humanoid robot called Optimus and Musk has said the robotics business could be bigger than the car business one day. That's an aspirational statement. THERE ARE NO ROBOTS FOR SALE JUST YET. They could be used in manufacturing operations or personal droids.
Hybrid computing is a new concept for investors. But robots aren't new. Tesla is making a humanoid robot called Optimus. Musk has said that the robot business may one day be larger than the automobile business. This is an ambitious statement. There are currently no robots for sale. They can be used to manufacture business or personal robots.
“Who doesn't want a C-3PO,” said Musk at his company's annual shareholder meeting on June 13, coming to the humanoid droid from the Star Wars movie franchise.
“Who wouldn't want a C-3PO,” Musk said at the company's annual shareholders' meeting on June 13, referring to the humanoid robot from the “Star Wars” film series.
When Master Plan 4 is released, Tesla will have three plans in various stages of completion. Detractors will question whether that's smart and if any of the remaining items will come to fruition. Acolytes will insist things will work out.
When Tesla releases its fourth master plan, Tesla will have three plans at various stages of completion. Opponents will question whether this is wise and whether any remaining plans will come true. Believers will insist that everything will work out.
What working out means is Tesla re-considering its trillion-dollar market valuation. Tesla first hit a $1 hit market value in late 2021. Today, Tesla's market value is about $570 billion.
Achieving means Tesla regaining a trillion dollars in market value. Tesla reached a market capitalization of $1 trillion for the first time at the end of 2021. Today, Tesla's market capitalization is around $570 billion.
Coming into Tuesday's trading, Tesla stock was down about 27% so fa this year while the Nasdaq Composite was up about 17%. Slowing car sales have weighed on investor sentiment. Wall Street argues Tesla to deliver about 1.8 million cars in 2024, flat with 2023 volumes. At the Start of the Year, that projection was about 2.1 million.
As of Tuesday's trading time, Tesla stock had fallen about 27% this year so far, while the Nasdaq Composite had risen about 17%. Investor confidence was hurt by the slowdown in car sales. Wall Street expects Tesla to deliver around 1.8 million cars in 2024, which is comparable to the number delivered in 2023. At the beginning of the year, the forecast was around 2.1 million vehicles.
Write to Al Root at allen.root@dowjones.com
Please write to Al Root, 地址为allen.root@dowjones.com
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published published from Dow Jones Newswires and The Wall Street Journal.
This content was created by Barron's and operated by Dow Jones & Co. Barron's is published independently of Dow Jones Newswires and The Wall Street Journal.
Tesla delivery results are coming. this is the real number to watch, and it's expected Tesla delivery results will be announced soon. This is a figure that actually requires attention, and it's worrying.
Tesla's SECOND QUARTER DELIVERY RESULTS HAVE THE POWER TO MOVE THE STOCK. In which direction depends, of course, on what the electric vehicle maker reports and what investors expect.
Tesla's second-quarter delivery results have the power to influence stock prices. The rise and fall of the stock depends on what the electric car maker reports and what investors expect.
Tesla Reports Quarterly Deliveries on the Second Day of a New Quarter. For the second quarter of 2024, the Wall Street consensus call compiled by factSet is about 440,00o cars delivered, down from about 466,000 cars delivered in the second quarter of 2023.
Tesla usually releases quarterly deliveries on the second day of a new quarter. According to the Wall Street consensus organized by FactSet, the delivery volume for the second quarter of 2024 was about 440,000 vehicles, down from about 466,000 vehicles in the second quarter of 2023.
The 440,00 figure is too high. Strongly don't always update numbers at the same rate. They can get stale. The most recent episodes are lower. That's a better guide for investors looking to see how the stock will react.
The figure of 440,000 cars is too high. Analysts don't always update data with the same frequency, and sometimes it gets stale. The latest estimate is lower, which is a better guide for investors wondering how the stock will react.
RBC analyst Tom Narayan took his second-quarter delivery estimate down to 410,000 from 433,000 on Tuesday. He looks at app downloads and registration data, among other things to come up with his number.
On Tuesday, RBC analyst Tom Nelayan lowered his second-quarter delivery forecast from 433,000 to 410,000. He'll look at information such as app downloads and registration data to come up with his numbers.
Narayan rates Tesla Shares Buy and has a $227 price target for the stock. Guggenheim analyst Ronal Jewsikow rates them Sell. His price target is $126.
Narayan rated Tesla's stock as a buy, and the target price for the stock was $227. Guggenheim analyst Ronald Jewsikow rated Tesla stock as a sale, and his target price was $126.
Also on Tuesday, Jewsikow moved his estimate up to 419,000 from 409,000 cars.
Also on Tuesday, Jewsikow raised his estimate from 409,000 cars to 419,000.
Other recent updates have come from New Street Research's Pierre Ferragu, independent expert Troy Teslike, and Barclays' Dan Levy. The average of their new numbers is about 419,000.
There are also recent updates from Pierre Ferragu from New Street Research, independent researcher Troy Teslike, and Dan Levy from Barclays. Their new estimates average around 419,000 vehicles.
What all this means for investors is a number between 415,000 and 420,000 deliveries should be good enough to support the stock, no matter where the final consensus number lands.
For investors, this meant that deliveries between 415,000 and 420,000 units were enough to support the stock, no matter where the final consensus figure falls.
Stock support in the short run is great, but a result in that range still reduces a drop of more than 10% year over year. That would be the second most likely to overyear decline for Tesla.
Supporting stocks in the short term is a good thing, but results within that range still mean a year-on-year decline of more than 10%. This will be Tesla's second consecutive year of year-on-year decline.
The lack of growth in 2024 has weighed on Tesla's stock. Through Tuesday trading, shares were down about 25% so far this year while the Nasdaq Composite was up about 18%.
Lack of growth in 2024 is already depressing Tesla's stock price. As of Tuesday's trading, Tesla's stock price had fallen by about 25%, while the Nasdaq Composite Index had risen by about 18%.
Wall Street offers sales to pick up later in the year and growth to resume in 2025, powered by more Cybertruck deliveries and a new lower-rated Tesla.
Wall Street expects sales to boost after the end of the year and return to growth in 2025, driven by more Cybertruck deliveries and a new, less expensive Tesla.
For 2024 Wall Street sold about 1.8 million cars sold, sold flat with 2023. For 2025, the current consensus call is for 2.1 million cars sold.
In 2024, Wall Street is expected to sell about 1.8 million vehicles, which is basically the same as in 2023. For 2025, the current consensus is that 2.1 million vehicles will be sold.
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102764470 : Are 200 or more chips this low
Elias Chen OP : A large amount of chips are in a state of loss due to duvet covers. There is a lot of resistance to the pull-up, and the vast majority of people are far from breaking the pack. Little and Big Mo are really amazing. They have now turned gorgeously intoteslaBig majority, just nowteslaUntil there are signs of major changes in fundamentals, large institutions are less willing to invest in a vigorous upgrade at a relatively high level of technology. The vast majority of retail investors will run away if they wait to get out of the equation, or if they make a small profit. The next time they see that it doesn't fall, and it's best to go up again, they'll start to be willing to buy again. They call it following the trend. Start over and over again.