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Mokuroo Private ID: 181504419
米国株大好きなモクロー🦉 $tsla $nvda $vti $ddog $edv $ko 等
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    Tesla has been adopting a strategy to lower vehicle prices since 2022, but it became clear that this strategy did not necessarily result in increased demand. Therefore,From 2024/4/1, we will switch to a new pricing strategy and shift in the direction of raising pricesI did.
    #### Relationship with production volume reduction
    This change in pricing strategy was announced at the same time as the news that Tesla would cut production at the Giga Shanghai plant. Reduced production and higher prices indicate that Tesla is trying to avoid oversupply conditions and better manage the balance between supply and demand in the market.
    #### Relationship between demand and pricing strategy
    Tesla's previous strategy to lower prices was aimed at popularizing Tesla cars in the electric vehicle (EV) market and was intended to make Tesla cars more accessible to more consumers. However, the sluggish growth in demand despite lower prices highlighted the fact that simply lowering prices was insufficient to attract new customers.
    #### What it means for shareholders
    This shift in pricing strategy shows Tesla's emphasis on long-term profitability and brand value...
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    At a recent developer conference, NVIDIA expressed its intention to transform the heavy industry and automobile industry by utilizing AI technology, and it was clarified that it is developing integrated AI services to Hyundai and Nissan, and that it is implementing autonomous driving technology with BYD. Large-scale driving data has been used as an advantage due to this developmentThere is a possibility that Tesla's superiority will be threatened by similar technology provided by NVIDIA。NVIDIA aims to play a central role like TSMC in the AI fieldThis can be a challenge for companies like Tesla and Apple. There is a risk that NVIDIA's industry standardization efforts related to robot technology will also have an impact on Tesla's similar development efforts. NVIDIA's move to spread AI technology is a serious challenge for Tesla, and Elon Musk's focus on AI is seen as a response to this technology shift. On the other hand, coordination and high product quality have become strengths for Japanese companies, and it can be said that opportunities in a new technological environment are opening up.
    $NVIDIA(NVDA.US)$
    $Tesla(TSLA.US)$
    Translated
    NVIDIA aims to be a foundry in the AI field
    1
    At the exhibition “CES 2024,” where the electronics industry and tech-related companies from around the world focus the most and predict the future of technology trends, $NVIDIA(NVDA.US)$ has announced a new product.
    Below is a summary of the presentation.
    - At CES 2024, NVIDIA announced innovations such as GeForce RTX 40 SUPER series GPUs, AI-compatible laptops, generative AI tools, and digital avatar technology.
    - In the generative AI field, with the introduction of the TensorRT-LLM library and Chat with RTX playground,RTX GPUs are even more powerfulIt became.
    - Avatar Cloud Engine (ACE) was introduced to enable realistic representation of digital avatars, and partnerships with game and avatar developers were announced.
    - Getty Images has released a generative AI service provided by NVIDIA Picasso on iStock.
    - The new GeForce RTX 40 SUPER series brings improved gaming and AI performance.
    - RTX Remix introduced...
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    $TSLA surpassed 55,000 superchargers worldwide.
    The number of gas stations for major oil companies is as follows.
    ExxonMobil = 21,000
    Shell = 44,000
    Chevron = 20,000
    BP = 19,000
    $TSLA will have more supercharging stations than all of these.
    Plus, from an overall perspective, there are probably 1 million gas stations around the world (probably more). The beauty of EVs is that they can be charged at home, so there's no need for a million charging stations. It is needed only when traveling long distances.
    In other words, if every home had gas stations, we wouldn't need as many gas stations as we do today. Only when traveling long distances. Nonetheless, $TSLA continues to expand its supercharger station network infrastructure.
    Tesla will reach 100,000 supercharging stations faster than we think and will be at the core of the EV industry.
    Translated
    While BYD sold 526,409 fully electric vehicles in the last quarter of this year, Tesla delivered 484,507 units.The results showed that BYD surpassed on a quarterly basis.In 2023, BYD sold more cars than 3 million units and Tesla surpassed 1.8 million units, and both companies exceeded their annual expectations.
    BYD sold 940,651 units in the fourth quarter, a record high. 55% are fully electric vehicles (BEVs) and 45% are plug-in hybrids (PHEVs).
    BYD sold 3,023,679 electric vehicles in 2023, up 62% from 2022. Approximately 52% are BEVs (1,574,804 units). Tesla delivered 1,808,581 units in 2023, up 38% from 1,313,851 the previous year. In terms of cumulative sales in 2023, Tesla still maintains the throne. However, there is a high possibility that BYD will continue to be a major EV manufacturer in the future.
    $Tesla(TSLA.US)$
    $Vanguard Total Stock Market ETF(VTI.US)$
    Translated
    BYD surpasses Tesla in 2023Q4 sales
    Mokuroo liked and commented on
    I'll share a good article that gives a glimpse into Elon's character. Read it next year too $Tesla(TSLA.US)$ Let's increase the holding power of
    It's not written in the biography, but around this time, Tesla charged for mineral water, which had been free until then, and many employees felt that “this company isn't that long anymore either.” At this time, Mask is sending an email to an employee.
    “Don't work for your boss. Please work for the future of humanity”
    Cash has run out, and they even charge for office water... “One Email” “For the Future of Humanity...” sent by Elon Musk in distress to Tesla employees (Bunshun Online) - Yahoo! news
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    5
    Magnificent 7, which is a large tech stock in the US, rose in 2023 in response to the tailwind of the AI boom, and when you look at stock prices, you get the impression that they are expensive, but if you look at forward PER based on earnings forecasts for 2024, $NVIDIA(NVDA.US)$ It is the cheapest.
    On the other hand, the consensus for next season wasn't good $Apple(AAPL.US)$ Ya $Tesla(TSLA.US)$ It can be said that it is expensive.
    Translated
    NVIDIA is actually cheap
    2
    The space development enterprise SpaceX led by Elon Musk is expected to reach sales of about 9 billion dollars (about 1.35 trillion yen) this year, and multiple sources have stated that this result is mainly due to rocket launches and satellite communication services called Starlink. What is the sales volume in 2024Approximately 15 billion dollars (approximately 2.25 trillion yen)It is expected to increase to.
    According to the source, Starlink in particular is expected to be offered in more regions next year, and this has led toThere is a possibility that it will exceed sales in the rocket launch businessThat's it. Thus, Starlink will account for a major portion of SpaceX's sales.
    SpaceX uses reusable rockets to provide commercial satellite launches and communication services, and has also contracted with NASA for astronaut transportation and supply missions to the International Space Station (ISS). It is reported that SpaceX's corporate value was valued at around $150 billion in this year's funding round.
    $Tesla(TSLA.US)$ I'm looking forward to synergies and IPOs.
    Translated
    2022年10月30日から11月5日の週に、中国でテスラの保険登録が1.4万件報告されました。🇨🇳
    これは前四半期比で7%減少し、前年同期比で39%増加しています。
    新型モデル3の中国国内への納車が数字に表れてきました。 $Tesla(TSLA.US)$
    Datadog ($DDOG) financial results for the 3rd quarter of 2023
    - The EPS forecast was $0.34, but the actual results were higher than expected at $0.45 ⭕️
    - The estimated sales was $524.16 million, but the actual results were higher than expected at $547.5 million ⭕️
    - Annual (Y/Y) growth rate is now +25% - According to the 4Q outlook, EPS forecasts go from $0.42 to $0.44 against $0.35 and sales from $564 to $568 million against $543.39 million ⭕️
    - According to the full-year (FY) outlook, the EPS forecast was $1.52 to $1.54 against $1.33, and sales were $2.103 to $2.107 billion against $2.06 billion ⭕️
    - Stock prices rose +19.80% from the previous fiscal year 📈
    This shows Datadog's good performance.
    $Datadog(DDOG.US)$
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