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$Tesla (TSLA.US)$ wao another waterfall🙃
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$Tesla (TSLA.US)$ Profit $6000. Achieved today's estimated target.
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$NVIDIA (NVDA.US)$ now even a wet mkt auntie with a posb fixed deposit outperform the stk mkt sohai nvda investor in feb and march. 🤣
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$Tesla (TSLA.US)$
The biggest problem for the company right now is the boycott from the Consumer cohort due to Musk's political speculation. To break the deadlock, there are only two solutions: one is to bow down and admit mistakes, and the other is to expand the circle.
First, we eliminate the option of admitting mistakes. Given Musk's personality, it's impossible for him to admit errors. Even if he did, he would still face consequences for all the grievances he's caused. So let's directly analyze the possibility of expanding the circle.
Currently, Tesla's Global consumer market mainly includes the USA, China, and then Europe. So far, the performance in these three markets has declined, so let’s first analyze why.
First, regarding the USA market, this is easy to understand. Due to cheap oil in the USA and the fact that electric vehicles are a new concept, their cost-effectiveness is low there. Most buyers are from Silicon Valley, which generally has a political leaning towards the Democratic Party. Although in recent years there has been a rise in the right-wing in Silicon Valley due to cryptocurrency, they are still a minority.
Next is China. The problem in China lies in price wars; the environment for manufacturing is too competitive, and Tesla, being a foreign company, struggles to adapt to the local market. The only advantage, AI, cannot enter the Chinese market due to safety issues and can only train models using videos available online. Cost-effectiveness has slowly deteriorated from early leadership to falling behind.
Finally, Europe. Many might think that the backlash is due to Musk's controversial actions, but I believe this is only a superficial reason. The deeper issue is that Europe is the stronghold of gasoline vehicles, and as an old power, it harbors disdain and fear towards electric vehicles, making it impossible for Tesla to develop smoothly.
The biggest problem for the company right now is the boycott from the Consumer cohort due to Musk's political speculation. To break the deadlock, there are only two solutions: one is to bow down and admit mistakes, and the other is to expand the circle.
First, we eliminate the option of admitting mistakes. Given Musk's personality, it's impossible for him to admit errors. Even if he did, he would still face consequences for all the grievances he's caused. So let's directly analyze the possibility of expanding the circle.
Currently, Tesla's Global consumer market mainly includes the USA, China, and then Europe. So far, the performance in these three markets has declined, so let’s first analyze why.
First, regarding the USA market, this is easy to understand. Due to cheap oil in the USA and the fact that electric vehicles are a new concept, their cost-effectiveness is low there. Most buyers are from Silicon Valley, which generally has a political leaning towards the Democratic Party. Although in recent years there has been a rise in the right-wing in Silicon Valley due to cryptocurrency, they are still a minority.
Next is China. The problem in China lies in price wars; the environment for manufacturing is too competitive, and Tesla, being a foreign company, struggles to adapt to the local market. The only advantage, AI, cannot enter the Chinese market due to safety issues and can only train models using videos available online. Cost-effectiveness has slowly deteriorated from early leadership to falling behind.
Finally, Europe. Many might think that the backlash is due to Musk's controversial actions, but I believe this is only a superficial reason. The deeper issue is that Europe is the stronghold of gasoline vehicles, and as an old power, it harbors disdain and fear towards electric vehicles, making it impossible for Tesla to develop smoothly.
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$Tesla (TSLA.US)$ For the underlying stock, there is no need to worry, moomoo has powerful features.
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$NVIDIA (NVDA.US)$ Baby, our relationship seems like a roller coaster.
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