Tesla Stock Bulls: Cathie Wood ARK and Adam Jonas Morgan Stanley
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- Опубликовано: 8 апр 2024
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Herbert
I wish I had a job as an analyst, "tesla might be $320 or it might be $100. " they give such great insight.
Economists learned long ago it better to have two hands "On the one hand GPB is set to rise, but on the other hand there are risks that could cause it fall". If you pin them to their predictions and measure results the performance seems to be about par with a random number generator.
😅..Look....My prediction is that it will be somewhere between $100 and $2000. Are you ok with that?
If they could predict the future they wouldn't disclose it.
There were only 1,907 Teslas sold in China last week. That's about ⅙ of normal sales figures for Tesla in China.
When fsd and the new model 2 is out no one is going to care about 1 week of deliveries
China recently had a real estate crash. Most apartments were financed over three generations. Now their value is half the debt. If you are in a situation like that it suddenly makes you less keen to buy a nice car. The Chinese EV makers are hurting more than Tesla so it is not like the CCP told the people to stop buying Teslas.
8/8
78
8/8 8x
All of the other brands are shiting it
Looking forward to this one!
I think Tesla can do both, sell FSD and begin the rollout of their Robotaxi service. They will continue to sell Model 3,Y,S,X vehicles with FSD or the FSD subscription.
Agreed. That is what they will do. But I think they really need a Full FSD - FFSD, where you can sleep on the back seat.
Cheers guys
Wanna see Ron Barron have a new interview
Bangers!
Market movers! A+
I feel the robotaxi platform will be for private owners first while they ramp up capacity for the low cost model. This implies the robotaxi platform will begin before the low cost car is out.. The concept and process once proved to be doable, it'd all set snd we will be able to put a. Number on those prospects
I think Tesla will own the platform and compete with Uber. Vertical integration is mother's milk for Elon. It is riskier but if it works then it works better.
Credit to ARK on Coinbase. Not sure what they see in Zoom or Roku. But at least this skyrocketed in 2024. Hopefully Telsa will do the same in a bit
I use FSD 12.3.3 and its amazing. Not perfect but great and I use it in Canada. No doubt that Tesla will get to the finish line with billions of miles of data. Also the autopark is great but will get better. A bit slow to move sometimes. Tesla is now at a crossroads and the stock has taken a lot of body blows the last month and still held up. Not a Tesla fanboy and I own all the mag 7 with NVDA as my largest holding since I bought in 2020. But Tesla is going higher in the coming years. Much higher. No doubt in my mind now.
I think Nvdia has peaked. I say this looking at their main customers :they needed something, they bought it, now they have it. Sure they will buy more each year but there won't be growth from here. I say this as an AI person and not as a stock follower.
@@michaelnurse9089 You "think" so. You are the only person on the planet that thinks this. You really do not understand what NVDA does or who its worldwide customers are. NVDA is much more complex than your take. Put all your money in TSLA then.
Tesla is basically a good proxy as a preipo into multiple major growth areas of energy, EVs, AI, robotics, humanoid robots etc. Cheap and u got thr best person running it. One concern for me is key man risk and execution.
Bill Gates. Steve Jobs. Larry/Sergei. When they left their companies fell apart and are now penny stocks /s
Tesla should work with lorry manufacturers to deliver FSD in Lorries. This would make motorways far safer
Cathy Wood's aggressive price target in 2019 was based almost entirely on tesla rolling out a robo-taxi network. The stock did hit her target because of the EV bubble and has sold off because robo-taxis never materialized. So her thesis was incorrect. And ARK's entire portfolio has performed poorly because they are unable to apply rheir industry research successfully to individual companies. ZM and ROKU are examples of this.
I think Cathy she is right about tsla share price to be 2000 per share in 2027 but mine I think tsla share price will be around 20 000 by 2030 because of robotaxi, robot and energy businesses
No 😂
Only in the absence of competition. Once Tesla crack Robotaxi the efforts to build rival programs will be intense, particularly out of China but also Waymo and legacy auto, to say nothing of Uber and Lyft. Same for the Bot - there is already fierce competition funded by Amazon and China has a hundred different startups, some of which already doing factory work at BYD. Reality always finds a way to cut back future valuations of new businesses.
Nice job. I wont doubt cathy wood she was correct the first time when everyone laughed. Jonas had a 10 dollar tarhet once and has never really gotten tesla right. He missed a big move and will again. I dont care what he has to say or bernsteins’ Tony Sagonachi
Just take a look the time from when the cyber truck was announced to mass production, you would know when the RoboTaxi could be in production and deployment!
Right! Should work perfectly assuming nothing ever changes. Oh…wait… wasn’t there a worldwide pandemic and supply chain crisis during the CyberTruck window? Wasn’t there a huge shift in economic fundamentals and investing priorities? Hmmmm. Maybe the situations are really not identical after all. 🤦♂️
Cybertruck was held back by shortages. Chips and battery materials. That is no longer the case now.
Are we seriously saying that introducing a robotaxi will make Tesla worth over 10 times its current value? That is utterly ridiculous.. even if Tesla doubled in value that would make Tesla the most valuable company in the world, how on earth could it ever be worth 10x
Husband & Wife HATED Tesla Full Self Driving - Until Now
Kim Java
...but if Tesla can't build enough vehicles because lack of batteries...that's a big big problem. Aka years and years away from stock price climbing? Is that why Musk changed his strategy - trying to push robotaxi program because that's really the only catalyst that will do anything substantial in the next 3-5yrs due to the major issue of little battery supply? If robotaxi doesn't take off, then Houston...we have a (big) problem....
CATL to the rescue.
What was boomer mama saying about cathy 6 most/year ago. She wasn't happy with her
The end goal is preventing casualties while moving around using any transport mode. Humans are not that good at driving. Looks like Tesla is about to solve autonomous driving.
Hello guys
Moron Stanley starting to sound like SMR … almost 😅
I'm here because of the deluge of crap I'm reading about Tesla on X.
Bleh
reddit is even worse
@@michaelnurse9089 People love to hate.
Guys a negative Nancy 😂