Tesla stock

[Phase 2 Baby]

Tesla is hardly a disruptor. If EVs are the way forward, I only see them as a vehicle manufacturer, albeit one which costs more and with better marketing.

High barriers of entry for electric vehicles can be overcome when manufacturers backed by big funds just do the same.

 

[NewInvestor]

https://youtu.be/pP971PYzQJs

Mind blowing energy storage discussion.

 

[Converged]

LOL.. i just bought

Ur entry how much

Posted from PCWX using Nokia 3310

 

[d5dude]

https://www.cnbc.com/2020/07/31/tesla-ceo-elon-musk-china-rocks-us-full-of-entitlement.html

Talk about biting the hand that feeds you.

 

[WC32890]

After this mind blowing quarter, i think Tesla is a buy even at ~$1500. They have proven to be profitable even after a total shutdown of sales and factory operation in USA in 2q thanks to China. 3Q is only going to improve from here on. Inclusion into S&P500 is almost a given considering how big Tesla is and will be. Battery day is also another exciting day as they will unveil new more efficient smaller batteries. I do not see how it can drop below $1000 in the near term at least before battery day in Sept. I was wrong about Tesla thinking it was over valued but they proved me wrong by eeking out a profit admist a very very bad 2Q, barring another similar lockdown i do not see how they will fare worse than the 2q20, going forward

 

[WC32890]

Tesla is hardly a disruptor. If EVs are the way forward, I only see them as a vehicle manufacturer, albeit one which costs more and with better marketing.

High barriers of entry for electric vehicles can be overcome when manufacturers backed by big funds just do the same.

That's the mistake of most wallstreet analyst. Tesla isn't just a vehicle manufacturer.
EV is only one of Tesla many revenue stream. Their driverless tech, solar energy tech, insurance and battery tech are other game changers and future revenue stream. Tesla will also probably license out their EV tech eventually to smaller car manufacturers like the Kia or Diahatsu who don't want to spend time and billions in R&D for their own EV tech.

 

[reddevil0728]

Buy the ARKs if you are worried about single counter exposure.

 

[WC32890]

every 10 videos you can find about ppl being bullish about TSLA, u can find 10 others that's bearish

Those that are bearish look at Tesla as a vehicle manufacturer and benchmark it against other traditional vehicle manufacturer. Those that are bullish about Tesla don't see the company as merely "another vehicle manufacturer" but not also a tech company. Tesla is in a market by itself. Its abit of everything.

 

[reddevil0728]

Those that are bearish look at Tesla as a vehicle manufacturer and benchmark it against other traditional vehicle manufacturer. Those that are bullish about Tesla don't see the company as merely "another vehicle manufacturer" but not also a tech company. Tesla is in a market by itself. Its abit of everything.

People are confused by the distinction between “technology” and “innovation”.

Technology is too yesterday. Going forward is innovation

 

[WC32890]

People are confused by the distinction between “technology” and “innovation”.

Technology is too yesterday. Going forward is innovation

I disagree. Technology is what puts tesla ahead of other companies. Take EV for e.g. No car company in the world can rival Tesla in terms of EV today. Money is not the issue. Time is. You can have a hundred trillion dollars but you can't have an EV tech that can be put into production to rival Tesla tomorrow, next month or even next year.

 

[reddevil0728]

I disagree. Technology is what puts tesla ahead of other companies. Take EV for e.g. No car company in the world can rival Tesla in terms of EV today. Money is not the issue. Time is. You can have a hundred trillion dollars but you can't have an EV tech that can be put into production to rival Tesla tomorrow, next month or even next year.

Sure. But what I mean is the innovation in the technology that matters. Not just any technology

 

[Phase 2 Baby]

That's the mistake of most wallstreet analyst. Tesla isn't just a vehicle manufacturer.
EV is only one of Tesla many revenue stream. Their driverless tech, solar energy tech, insurance and battery tech are other game changers and future revenue stream. Tesla will also probably license out their EV tech eventually to smaller car manufacturers like the Kia or Diahatsu who don't want to spend time and billions in R&D for their own EV tech.

That is just my personal bias outside technicals. No issues with seeing how actual situation plays out. I draw parallels of EVs and phones, Apple and non-Apple. Both solutions can co-exist, but my belief is that at the end game, Tesla will not be the only EV.

Just 1 of the many examples of above:
Waymo And Volvo Form Exclusive Self-Driving Partnership
Volvo and Waymo each announced that, “Waymo is the exclusive L4 partner for Volvo Car Group.” Waymo did not offer up any comparable exclusivity to Volvo. Indeed, Waymo has varying levels of partnership with Fiat-Chrysler, Jaguar, and Renault Nissan, which it mentions in the same blog post announcing the Volvo partnership.
https://www.forbes.com/sites/davids...lusive-self-driving-partnership/#299870e86adf
https://blog.waymo.com/2020/06/partnering-with-volvo-car-group-to.html

Separately in the realm of technicals, there are short term signs (at least for last 3 months) from 2-3 companies that i perceive as being stronger than Tesla.

 

[Converged]

That is just my personal bias outside technicals. No issues with seeing how actual situation plays out. I draw parallels of EVs and phones, Apple and non-Apple. Both solutions can co-exist, but my belief is that at the end game, Tesla will not be the only EV.

Separately in the realm of technicals, there are short term signs (at least for last 3 months) from 2-3 companies that i perceive as being stronger than Tesla.

Care to share those companies?

Posted from PCWX using Nokia 3310

 

[Phase 2 Baby]

Care to share those companies?

Posted from PCWX using Nokia 3310

Don't worry about not knowing the companies. 2 scenarios, I'm wrong, or I'm right.
If I'm wrong, and Tesla becomes much stronger in time to come, current positions will be liquidated in time to come.
If I'm right, and they do turn out to continue being stronger than Tesla, you'd know about them.

 

[reddevil0728]

Don't worry about not knowing the companies. If they do turn out to continue being stronger than Tesla, you'd know about them.

Why good things don’t share now?

 

[Phase 2 Baby]

Why good things don’t share now?

Edited the post with reason. Posted too soon.

 

[reddevil0728]

Edited the post with reason. Posted too soon.

Why can’t share so we can go buy also. Wouldn’t hold you accountable. Cannot also

 

[Phase 2 Baby]

That's the mistake of most wallstreet analyst. Tesla isn't just a vehicle manufacturer.
EV is only one of Tesla many revenue stream. Their driverless tech, solar energy tech, insurance and battery tech are other game changers and future revenue stream. Tesla will also probably license out their EV tech eventually to smaller car manufacturers like the Kia or Diahatsu who don't want to spend time and billions in R&D for their own EV tech.

Your hypothetical situation of Tesla 'probably license out their EV tech' might be similar to Apple making iOS open source. Certainly plausible, but for Apple's case, it has not happened yet.

Unless if you're working in significant position in Tesla, then ignore the above para.

 

[reddevil0728]

Your hypothetical situation of Tesla 'probably license out their EV tech' might be similar to Apple making iOS open source. Certainly plausible, but for Apple's case, it has not happened yet.

Unless if you're working in significant position in Tesla, then ignore the above para.

One doesn’t need to be vested to be bullish

 

[WC32890]

Your hypothetical situation of Tesla 'probably license out their EV tech' might be similar to Apple making iOS open source. Certainly plausible, but for Apple's case, it has not happened yet.

Unless if you're working in significant position in Tesla, then ignore the above para.

No i am not. Yes you are right. Tesla may or may not license out their EV tech. Hence i inserted the word "probably". In my opinion they will coz its business, baby.