$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$This YT explained in detail what you need to know about FSD V13 and how it will be unsupervised driving and eventually the Robotaxi. Xiejackie YT provides one of the clearest explanations about the Tesla FSD V13. For those who don't understand Chinese may choose to go to Xiejackie X.com platform to read his post using Google translate. He also posts updated and accurate news ab...
$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ 1) One of Tesla’s biggest bulls ARK Invest, led by Cathie Wood sold over 85,000 shares across two of its ETFs on Thursday, following the biggest day for the automaker in a decade on Wall Street, but it is not because it wants to take a profit. 2) There are 2 usual comments made by Tesla haters ( in short TH) to mislead retail in...
ZnWC
OP
ZhukovHatesPepsi
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If I ban opposing view, you'll be blocked and unable to read and comment this post. Because you frequently offer negative biased view about Tesla. If you continue to slam my post, I'll will report you to Moomoo again.
ZhukovHatesPepsi
ZnWC
OP
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literally have never spoken about Tesla, except to ask people's opinions, so I definitely don't have a biased view. you say you didn't ban me but reporting me didn't give me a chance to respond to your reply last time about me. So your opinions cannot be checked? who's the biased one now. also if you actually bothered to understand my viewpoint you wouldn't have just jumped to the conclusion that I hate Tesla. My point was about ARK invest's investment belief not always matching up with their trades. They talk about long term investments I'm disruptive tech but they sold NVDA early, bought Tesla at its peak and had to sell some at a loss. ARK has to answer to their investors so fund managers like that usually can't hold a loss making trade for too long. Also their valuation for Tesla is just bonkers. Tesla's PE right now is 70, at 260 dollar valuation. I do think Tesla is a good company and they can definitely grow in the future but to reach a valuation of 2000 before 2030? that's purely speculative trading and not investing. Tesla right now is struggling to meet the demand of its buyers, cyber trucks are still slow to roll out. They are receiving very little help as an EV maker from the government due to Elon Musk being disliked by a lot of politicians. But there is a demand for Tesla and I don't see it going away. Their biggest issue is supply at sustaining their growth. Elon is moving his factories to states with more favourable laws, especially after the incident where that judge blocked his contractual bonus from being paid. His biggest issue he faces is expanding his business without letting costs spiral. So Tesla is undergoing a transformation and will take a while before it reaches its full potential.
ZhukovHatesPepsi
ZnWC
OP
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Tesla has only become profitable in the last 5 years so its valuation right now of 70 PE would mean it would need to almost double its EPS to fall into average PE of around 30x of the S&P 500, so 260 right now is the market already pricing in and expecting a doubling in growth. A valuation of 2000 would mean Telsa would have to double its growth, 3 whole more times. Which I'm gonna be honest that kind of growth in the next 6 years, with Tesla right now backed up on orders already. Its a lot of wishful thinking, which is why I don't like ARKs thinking. this does not mean I don't like Tesla. I think Tesla can grow and its a good company, I think people who want to buy Tesla must either see it as a long term investment or if they want to make short quick profit they best wait for dips and buy into
ZnWC
OP
ZhukovHatesPepsi
:
Why suddenly you become so "neutral" about Tesla and Elon Musk? Don't be so defensive (and sensitive) unless you are like someone who posts negatively biased about the stock daily.
One hurdle for Chinese NEV exporters like$BYD COMPANY (01211.HK)$$GEELY AUTO (00175.HK)$is addressing the concern of service and part availability for units purchased today. A Toyota bought 20 years ago can still be used today and kept in good working condition. Can the same be said for Chinese NEVs? Only time will tell. Also, markets that do not have domestic manufacturing of NEVs will likely price Chinese NEVs high vs. m...
李白的李
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It has been proven that mainland electric cars will not be recalled, scrapped within 6 years, but because they are cheap enough, you can change cars frequently.
GAH Futures(NOV4) Forum
Xiejackie YT provides one of the clearest explanations about the Tesla FSD V13. For those who don't understand Chinese may choose to go to Xiejackie X.com platform to read his post using Google translate. He also posts updated and accurate news ab...
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
1) One of Tesla’s biggest bulls ARK Invest, led by Cathie Wood sold over 85,000 shares across two of its ETFs on Thursday, following the biggest day for the automaker in a decade on Wall Street, but it is not because it wants to take a profit.
2) There are 2 usual comments made by Tesla haters ( in short TH) to mislead retail in...
Also, markets that do not have domestic manufacturing of NEVs will likely price Chinese NEVs high vs. m...
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