TESLA IS UP 20%! Are you bullish or bearish?
📌 Strongest Q3 in Tesla’s History:
Elon Musk highlighted that despite challenges like supply chain shortages and rising raw material costs affecting the auto industry, Tesla set a new delivery record in Q3, delivering over 435,000 vehicles.
He emphasized that this quarter not only demonstrated Tesla’s sales growth but also its sustained profitability, showcasing the company’s ability to maintain a solid financial position in tough market conditions. Additionally, Tesla has successfully produced its 7 millionth vehicle, a significant milestone.
📌 Robotaxi Autonomous Taxi Plans:
Tesla aims to mass-produce its Robotaxi autonomous taxis by 2026, with a target production of 2 million vehicles annually. This would mark a major breakthrough in the field of autonomous driving, and Musk is highly confident in this project.
Tesla also confirmed plans to launch more affordable car models, expected to be delivered in the first half of 2025, which could accelerate the adoption of autonomous driving technology. Meanwhile, Tesla’s 4680 battery production is progressing smoothly, making it the most cost-efficient battery in North America, significantly impacting electric vehicle costs.
📌 Full Self-Driving (FSD) Technology Advancements:
Tesla’s Full Self-Driving (FSD) technology continues to improve, with expectations that by Q2 2025, it will be safer than human drivers. The currently tested FSD V12.5 is being used in the Cybertruck, and the upcoming V13 version will significantly enhance the system’s autonomous capabilities.
According to Musk, the distance between interventions will increase by 5 to 6 times, indicating significant improvements in the stability and practicality of Tesla’s autonomous driving tech. Moreover, the development of FSD depends on regulatory approval, and Tesla plans to launch its Robotaxi service in California and Texas next year.
📌 Optimus Robot and Energy Business:
Tesla’s Optimus humanoid robot project has also made significant progress. Musk is confident in the technical capabilities of the robot, which is equipped with 22 degrees of hand freedom, allowing it to perform more complex tasks.
Compared to competitors, Tesla has an advantage in both AI and mass production, and Optimus robots could become one of the company’s most valuable products in the future.
Additionally, Tesla’s energy business performed well, with a profit margin exceeding 30% in Q3, and all of its 2024 production capacity has already been pre-sold. Tesla plans to further expand its global energy storage facilities, with an annual storage capacity expected to reach 100 GWh.
📌 Vehicle Sales and Cost Management:
While Tesla’s average selling price has decreased, vehicle sales have continued to grow quarter-over-quarter and year-over-year. Tesla’s CFO mentioned that the company is working hard to reduce the production cost per vehicle without compromising customer experience.
To avoid inventory buildup, Tesla has introduced more attractive financing options, allowing consumers to purchase vehicles more flexibly. Additionally, the company is further optimizing internal processes to reduce production costs and ensure continued improvement in profit margins.
📌 Tesla Semi Truck and Future Plans:
Tesla plans to fully mass-produce its Tesla Semi electric trucks by 2026, with factory construction starting next year.
The Tesla Semi has already received positive feedback from customers. For instance, drivers from PepsiCo, after test driving the vehicle, stated that they no longer want to drive trucks from other brands. The market potential for this electric truck is huge, and the company plans to equip the truck with FSD technology, further enhancing the vehicle’s automation and safety.
📌 xAI and Tesla Collaboration:
Regarding the relationship between xAI and Tesla, Musk clarified that while the two companies intersect in the field of AI, their focuses are different. xAI is dedicated to developing Artificial General Intelligence (AGI), while Tesla aims to apply AI in real-world technologies, especially autonomous driving. xAI has provided support to Tesla’s AI team multiple times, but they are not competitors.
Summary: Tesla’s Q3 not only showcased its strong potential in autonomous driving, battery technology, and the energy market, but also demonstrated the company’s continued growth in the global automotive market. Over the next few years, with further developments in Robotaxi, Optimus robots, and FSD technology, Tesla’s innovation and leadership in these fields will be key areas of focus for investors.
📌 Financial Highlights:
• Revenue grew by 8% YoY, reaching $25.2 billion, though missing estimates by $500 million.
• Gross Margin increased to 20%, up 2% YoY.
• Operating Margin rose to 11%, up 3% YoY.
• Capex increased by 43% YoY, reaching $3.5 billion.
• Free Cash Flow increased by 223% YoY, reaching $2.7 billion.
• Non-GAAP EPS came in at $0.72, beating expectations by $0.12.
Tesla’s stock is currently up 20%. What’s your outlook on Tesla’s future?
Elon Musk highlighted that despite challenges like supply chain shortages and rising raw material costs affecting the auto industry, Tesla set a new delivery record in Q3, delivering over 435,000 vehicles.
He emphasized that this quarter not only demonstrated Tesla’s sales growth but also its sustained profitability, showcasing the company’s ability to maintain a solid financial position in tough market conditions. Additionally, Tesla has successfully produced its 7 millionth vehicle, a significant milestone.
📌 Robotaxi Autonomous Taxi Plans:
Tesla aims to mass-produce its Robotaxi autonomous taxis by 2026, with a target production of 2 million vehicles annually. This would mark a major breakthrough in the field of autonomous driving, and Musk is highly confident in this project.
Tesla also confirmed plans to launch more affordable car models, expected to be delivered in the first half of 2025, which could accelerate the adoption of autonomous driving technology. Meanwhile, Tesla’s 4680 battery production is progressing smoothly, making it the most cost-efficient battery in North America, significantly impacting electric vehicle costs.
📌 Full Self-Driving (FSD) Technology Advancements:
Tesla’s Full Self-Driving (FSD) technology continues to improve, with expectations that by Q2 2025, it will be safer than human drivers. The currently tested FSD V12.5 is being used in the Cybertruck, and the upcoming V13 version will significantly enhance the system’s autonomous capabilities.
According to Musk, the distance between interventions will increase by 5 to 6 times, indicating significant improvements in the stability and practicality of Tesla’s autonomous driving tech. Moreover, the development of FSD depends on regulatory approval, and Tesla plans to launch its Robotaxi service in California and Texas next year.
📌 Optimus Robot and Energy Business:
Tesla’s Optimus humanoid robot project has also made significant progress. Musk is confident in the technical capabilities of the robot, which is equipped with 22 degrees of hand freedom, allowing it to perform more complex tasks.
Compared to competitors, Tesla has an advantage in both AI and mass production, and Optimus robots could become one of the company’s most valuable products in the future.
Additionally, Tesla’s energy business performed well, with a profit margin exceeding 30% in Q3, and all of its 2024 production capacity has already been pre-sold. Tesla plans to further expand its global energy storage facilities, with an annual storage capacity expected to reach 100 GWh.
📌 Vehicle Sales and Cost Management:
While Tesla’s average selling price has decreased, vehicle sales have continued to grow quarter-over-quarter and year-over-year. Tesla’s CFO mentioned that the company is working hard to reduce the production cost per vehicle without compromising customer experience.
To avoid inventory buildup, Tesla has introduced more attractive financing options, allowing consumers to purchase vehicles more flexibly. Additionally, the company is further optimizing internal processes to reduce production costs and ensure continued improvement in profit margins.
📌 Tesla Semi Truck and Future Plans:
Tesla plans to fully mass-produce its Tesla Semi electric trucks by 2026, with factory construction starting next year.
The Tesla Semi has already received positive feedback from customers. For instance, drivers from PepsiCo, after test driving the vehicle, stated that they no longer want to drive trucks from other brands. The market potential for this electric truck is huge, and the company plans to equip the truck with FSD technology, further enhancing the vehicle’s automation and safety.
📌 xAI and Tesla Collaboration:
Regarding the relationship between xAI and Tesla, Musk clarified that while the two companies intersect in the field of AI, their focuses are different. xAI is dedicated to developing Artificial General Intelligence (AGI), while Tesla aims to apply AI in real-world technologies, especially autonomous driving. xAI has provided support to Tesla’s AI team multiple times, but they are not competitors.
Summary: Tesla’s Q3 not only showcased its strong potential in autonomous driving, battery technology, and the energy market, but also demonstrated the company’s continued growth in the global automotive market. Over the next few years, with further developments in Robotaxi, Optimus robots, and FSD technology, Tesla’s innovation and leadership in these fields will be key areas of focus for investors.
📌 Financial Highlights:
• Revenue grew by 8% YoY, reaching $25.2 billion, though missing estimates by $500 million.
• Gross Margin increased to 20%, up 2% YoY.
• Operating Margin rose to 11%, up 3% YoY.
• Capex increased by 43% YoY, reaching $3.5 billion.
• Free Cash Flow increased by 223% YoY, reaching $2.7 billion.
• Non-GAAP EPS came in at $0.72, beating expectations by $0.12.
Tesla’s stock is currently up 20%. What’s your outlook on Tesla’s future?
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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Jovi9488 : That's the messiest infographic I've seen from moomoo
包小姐的养老金 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
What is your position?
包小姐的养老金 Jovi9488 : 哈哈哈哈哈哈哈![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
笑死我了。戳到我笑点
Nigel Chong 庄证评 OP Jovi9488 : Well I would say they did pretty well in one picture like this
Jovi9488 包小姐的养老金 : Run!
Jovi9488 Nigel Chong 庄证评 OP : Meh. What's with all the snaky lines lol
Avengers 2023 : Only 5B profit drive this stock up 20% on single day. Highly manipulated stock.
Nigel Chong 庄证评 OP Jovi9488 : Learn how to read before you start complaining
it is a great illustration of the metrics 
Jovi9488 Nigel Chong 庄证评 OP : I normally like their infographic when they are presenting clear information without unnecessary design clutter
Laine Ford : that stock going up is make jump
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