MorsKevin
10baggerbamm
:
But you use the things that will happen 2-3 yrs later to compare short term performance. Right now it’s overvalued. And think about net income declination after giving up tax subsidies, that happens two weeks later.
10baggerbamm
MorsKevin
:
short-term everything Trump is going to do will benefit Tesla excluding the tax credit expiring but you have to understand that tax credit expiring hurts Ford hurts GM hurts Toyota Hyundai Nissan hurts every single company much more than Tesla additionally companies that are manufacturing overseas that think they're going to be importing EVS in the United States even buying components from overseas like GM like Ford like rivian if they're buying from overseas they're going to get taxed to hell bringing anything into this country so Tesla wins. and I know someone's going to say well the batteries are coming from China for Tesla Trump's not going to fuck Elon Musk over no way no way in the world he'll strategically set it up that it is if it's 90% more made in the US you're not going to be subject to the tariffs if it's made 51% overseas something like that or 51% overseas you're getting hammered so anyway to do it Trump sets it up it will benefit Elon Musk and Tesla I guarantee it
30yearsworth
10baggerbamm
:
Will the real-world powers, the insurance companies, allow such a thing--autonomous driving? Or do they have a derivatives casino up and running already?
10baggerbamm : 哦，你真是太愚蠢了。
我打賭你認爲他們的主要業務是銷售汽車，對吧？你就像電視上那些搖頭娃娃一樣，想要以市盈率爲指導報價。
當特朗普總統在所有聯邦高速公路上合法化自動駕駛時會發生什麼呢？你沒有考慮過這一點，對吧？你知道特斯拉有一部分已經被車隊公司測試過的18輪卡車，他們只需獲得自動駕駛在高速公路上的批准，接下來你會親眼看到卡車自行行駛在高速公路上，當然，這可能還有2年或3年的路要走，還需要解決高速公路之後的「最後一英里」，但他們已經討論過如何解決這個問題，它們在停車場裏自行行駛，然後由真正的人類駕駛它們到最終目的地。
當然，你還有機器人出租車，根據丹·艾夫斯（也許你不知道他是誰，我想你作爲專家和分析師一定比他更舉世聞名）的說法，機器人出租車將在36個月內實際上將特斯拉的業務翻倍，這意味着業務增長100%，然後你有Optimus，有人說對特斯拉的估值爲27万亿美元，也許需要10年時間才能達到，現在市值爲1.5万亿，將增長20倍。
但是請繼續考慮他們的市盈率，順便問一下，你幹嘛不去沃爾瑪買股票呢？他們只是以41倍的市盈率交易，增長5%。
自由1989 10baggerbamm :![[強]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "強")
![[色]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "色")
![[微笑]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "微笑")
自由1989 10baggerbamm : 非常同意你的觀點
Own Nvda Aiproducts : 別擔心，![[炸彈]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "炸彈")
![[烟花]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "烟花")
![[骷髏]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "骷髏")
akjsjfns 10baggerbamm : 你說了好多聽上去讓人振奮人心的話，那收盤能超過407嗎，謝謝你
10baggerbamm akjsjfns : 我不知道今天有機構在出售，有人在重新調整平衡，從快速反彈中獲利，還有買入特斯拉但不喜歡它的人，他們虧損了，於是賣掉了，所以我不知道今天會收在哪裏，沒有人知道。
但我知道一件事，特朗普總統和埃隆·馬斯克在同一個頻道上，特朗普將做的一切都將使特斯拉受益
MorsKevin 10baggerbamm : But you use the things that will happen 2-3 yrs later to compare short term performance. Right now it’s overvalued. And think about net income declination after giving up tax subsidies, that happens two weeks later.
akjsjfns 10baggerbamm : 我讨厌拿市盈率唱衰特斯拉的人。他们不是不可以攻击特斯拉，不是不可以强调特朗普的抽象性质和所谓的远期回报，并拿出合理的分析来攻击看涨方。但是拿市盈率来攻击这一点太离题了，这不是他们正确的攻击方向。但我得承认今天的表现没有我想的好，特别是如果你恰恰把就职前的低价入场机会考虑进去的话，这不是一个好的表现。
10baggerbamm MorsKevin : short-term everything Trump is going to do will benefit Tesla excluding the tax credit expiring but you have to understand that tax credit expiring hurts Ford hurts GM hurts Toyota Hyundai Nissan hurts every single company much more than Tesla additionally companies that are manufacturing overseas that think they're going to be importing EVS in the United States even buying components from overseas like GM like Ford like rivian if they're buying from overseas they're going to get taxed to hell bringing anything into this country so Tesla wins. and I know someone's going to say well the batteries are coming from China for Tesla Trump's not going to fuck Elon Musk over no way no way in the world he'll strategically set it up that it is if it's 90% more made in the US you're not going to be subject to the tariffs if it's made 51% overseas something like that or 51% overseas you're getting hammered so anyway to do it Trump sets it up it will benefit Elon Musk and Tesla I guarantee it
30yearsworth 10baggerbamm : Will the real-world powers, the insurance companies, allow such a thing--autonomous driving? Or do they have a derivatives casino up and running already?
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