TESLA MOTORS WKN: A1CX3T ISIN: US88160R1014 Kürzel: TSLA Forum: Aktien Thema: Hauptdiskussion
226,80 EUR
+4,30 %+9,35
4. Oct, 19:25:22 Uhr,
Lang & Schwarz
Kommentare 322.151
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Morpheus33,
02.01.2024 19:47 Uhr
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With the $GM Chevy Bolt being the only US EV under $40k to qualify for the $7500 credit. It will make a huge dent in Model 3 SR sales in ‘24. With credits from Colorado, a loaded Bolt will cost just $20k!! $TSLA
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Morpheus33,
02.01.2024 19:42 Uhr
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The $TSLA growth story is officially over:
4Q deliveries:
- 20% YoY growth, or the lowest since 2Q20 (i.e., the height of the pandemic)
- ~$450mn cash burn from inventory build
- production ahead of sales (for 6th out of last 7 qtrs)
- BYD sold more BEVs vs. $TSLA as some $TSLA models lost full tax credit Jan 1
- This underlines WHY the Cybertruck is a mistake (i.e., the EV mkt needs cheap cars)
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Morpheus33,
02.01.2024 19:17 Uhr
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On this new yr, fresh reminder BYD sells more than EVs
It also has BYDE - phone/tablet EMS, iRobot, PCs & motorcycles
BYD New Energy - Solar, ESS, Illumination, new material & semiconductor, entirely global business
BYD Rail - Mostly Skyrail, transport BYD employees on campus & various public transportation
It also has Fudi motor, Fudi battery, Fudi Tech, Fudi precision work & Fudi Vision -> Full EV & new energy supply chain
BYD's auto suppliers are always nervous bc BYD might replace them w/ internal product next
So next time someone tells you Tesla is worth 8x more, because it's an "AI company".
Remind them of all this + BYD having 90000+ researchers developing everything & applying AI along the way
Calling yourself an AI company means nothing
Having products that showcase AI mean something
🥱
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|---|---|---|---|
| 1 | Marathon Digital Holdings | +7,09 % | |
| 2 | JINKOSOLAR Hauptdiskussion | +14,06 % | |
| 3 | Polestar Automotive | -1,62 % | |
| 4 | Palantir | +2,62 % | |
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| 6 | Lilium Aktie | +5,00 % | |
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