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$Tesla (TSLA.US)$ Some are comparing Tesla's passengers carried to the previous year, but this year, the impact of stopping the production line for the new Model Y is reflected in January and February. Additionally, the previous year was also a year when sales were promoted due to price reduction measures. Although this year's passengers carried cannot be said to be unaffected by the boycott movement, it seems questionable to make comparisons without incorporating the aforementioned background. $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
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$Tesla (TSLA.US)$ It's not that we want to make EVs, but rather that Software control is more suitable with EVs than with gasoline Autos. In short, it's easier to control the entire vehicle with Software because there are fewer control units.
Just like the iPhone is controlled by iOS, Tesla's vehicles are controlled by an OS.
So why is it necessary to control vehicles with Software?
It is for the robotaxi.
EVs are necessary to realize robotaxis. $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Just like the iPhone is controlled by iOS, Tesla's vehicles are controlled by an OS.
So why is it necessary to control vehicles with Software?
It is for the robotaxi.
EVs are necessary to realize robotaxis. $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
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$Tesla (TSLA.US)$Setting aside the small components, Tesla is thought to be the only company capable of designing and manufacturing both Software and Hardware in-house.
Apple produces its own Software and Hardware, but there is a difference between 'making' and 'manufacturing'. The manufacturing is outsourced. NVIDIA is the same.
Currently, the points are still scattered, but if they can be connected in the future, it will likely become the company with the highest Market Cap as stated by Elon Mask.
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Apple produces its own Software and Hardware, but there is a difference between 'making' and 'manufacturing'. The manufacturing is outsourced. NVIDIA is the same.
Currently, the points are still scattered, but if they can be connected in the future, it will likely become the company with the highest Market Cap as stated by Elon Mask.
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
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$Rigetti Computing (RGTI.US)$ Especially looking forward to Rigetti. Was it QODA from NVIDIA?
Rigetti has a good compatibility.
• Rigetti enhances hybrid quantum computing combined with classical computers (GPU and CPU) instead of standalone quantum computers.
• This compensates for the current limitations of quantum Computers and provides an environment for practical computation.
• There is also the possibility of collaboration with NVIDIA's cuQuantum and QODA, and as the fusion of quantum and classical progresses, the advantage increases.
Looking forward to some surprises.
Rigetti has a good compatibility.
• Rigetti enhances hybrid quantum computing combined with classical computers (GPU and CPU) instead of standalone quantum computers.
• This compensates for the current limitations of quantum Computers and provides an environment for practical computation.
• There is also the possibility of collaboration with NVIDIA's cuQuantum and QODA, and as the fusion of quantum and classical progresses, the advantage increases.
Looking forward to some surprises.
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$Rigetti Computing (RGTI.US)$ The current movement appears to be a decline aimed at picking up S's panic Sell. It would be nice if it could turn positive from 2 AM. The participation of the CEOs of IonQ, D-Wave, and Rigetti is very interesting.
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$Tesla (TSLA.US)$
It's fine to dislike the boycott movement, Tesla, Elon, or Trump, but destroying a car purchased by someone is simply criminal behavior and reflects a low character.
Watching the News of individual stocks is frustrating.
It's fine to dislike the boycott movement, Tesla, Elon, or Trump, but destroying a car purchased by someone is simply criminal behavior and reflects a low character.
Watching the News of individual stocks is frustrating.
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$Tesla (TSLA.US)$ I think there will be an increase depending on Chairman Powell's speech at 3 o'clock and NVIDIA GTC's robotics. $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
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The Artificial Intelligence (AI) startup is the largest supporter of OpenAI.MicrosoftThe American investment company that sends executives to the OpenAI board.BlackrockThese two companies have decided to team up with Elon Musk.![]()
The Artificial Intelligence (AI) startup is the largest supporter of OpenAI.MicrosoftThe American investment company that sends executives to the OpenAI board.BlackrockThese two companies have decided to team up with Elon Musk.
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モデルZ OP eastcows : Certainly, while the number of passengers carried will definitely decrease temporarily in Q1, I believe there will be some recovery in Q2 and beyond thanks to the new Model Y. Additionally, with the affordable Model Q, there are expectations for an increase in the number of passengers carried due to market expansion in India.
Furthermore, in the future, I think Tesla will successfully achieve a level of profitability through the robotaxi business that makes the aggregation of passengers carried meaningless, thus diminishing the necessity to focus on the number of passengers carried.
Indeed, while there is a temporary detox effect due to Trump's policies, the motivation behind jumping into Trump's camp was primarily for regulatory relaxation. Under a Democratic administration, I believe it would be a bitter choice due to the inability to realize the future envisioned by the Mask. Currently, I think Trump is intentionally creating a situation where Tesla wins alone, while maintaining fairness, through appointments of new transportation agency officials, purchasing Model S, and the seemingly disadvantageous elimination of EV subsidies in favor of regulatory relaxation.
モデルZ OP eastcows : Since our positions are fundamentally different, I believe our perspectives are also different. There are concerns about stagflation due to tariffs; however, prices will rise, but I think consumption will decrease enough to prevent excessive inflation. Moreover, if interest rates are lowered at this timing, it could somewhat mitigate the increases caused by tariffs. Tariffs are passed on to consumers, so prices will naturally rise, but I think that the decrease in interest rates for auto loans could balance things out to some extent. Trump believes that tax revenues collected domestically should be returned to the citizens.
I was lacking in explanation, but I am not thinking about profits from robot taxis in the short term, such as this year. The same goes for Optimus. It will likely be difficult to achieve profitability in the next few years.
However, Tesla's future is bright. Even if the present seems dark, the brightness changes based on where you direct your gaze. I plan to hold my shares in the medium to long term, so I am looking towards a bright future. Those focused on the short term may see things as dark.
The difference in our views is simply due to the different perspectives we are observing from.
モデルZ OP eastcows : It may be wise to change the policy according to the circumstances. Thank you very much.