Tesla’s Margins Prove Rivian and Lucid Have a Long Way

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  • Опубликовано: 2 фев 2025

Комментарии • 80

  • @DR.LingeringFrey
    @DR.LingeringFrey 11 дней назад +6

    Aren’t Motley Fool’s public blogs written by AI? The issue is widespread. Freelance writers I know have openly been told that they are no longer being offered work because they have been replaced by AI. At first, they were offered MUCH lower pay to tweak an AI “article.” Now, they are not even offered that.

    • @FutureAzA
      @FutureAzA  11 дней назад +2

      That would make sense. The human written ones were of so little value that they were ripe for disruption.

    • @victic2277
      @victic2277 11 дней назад

      Thought they were a band in the 80s.😂

  • @LJ-jq8og
    @LJ-jq8og 11 дней назад +3

    BYD is in huge debt though !? Like toyota ! Additionally, my understanding is that BYD’s margin on its vehicles is extremely small. It’s just in the aggregate that they are making money right now.

    • @garethrobinson2275
      @garethrobinson2275 11 дней назад

      No one with a properly functioning brain likes Toyota.

    • @FutureAzA
      @FutureAzA  11 дней назад +1

      That's my understanding. They do make a profit, though a small one, and they're doing so while continuing significant expansion.

    • @tomdrewenskus8167
      @tomdrewenskus8167 11 дней назад +1

      Don’t sleep on BYD. They just finished their factory here in Thailand. They have a factory in Mexico. And are building factories in Brazil, Turkey, and Hungary. They are also building a fleet of cargo ships to transport their vehicles. Second biggest EV battery company, semiconductors, lithium mining and refining. They have been building EV buses and trucks in Lancaster, California for quite a few years. Their Seal model is half the price of the comparable Model Y here in Thailand.

    • @markplott4820
      @markplott4820 11 дней назад +2

      BYD does have huge debt and is on the Chopping block.
      President Xi want's to REDEUCE chyna auto market to just 50 OEMs in 2026.

    • @LJ-jq8og
      @LJ-jq8og 11 дней назад

      @ 👍

  • @keilder8543
    @keilder8543 11 дней назад +2

    Brian, I rely on you for your unbiased reporting. For me, the elephant in the room is that nobody (that I'm aware of) is addressing whether Elon's bizarre statements, actions and political endorsements are having a profound effect on Tesla, and not in a good way. It is, in my humble opinion, both polarizing and alienating. Can you, will you, see if there is legitimate concern that his actions could really harm the brand and growth of Tesla.... Thanks!

    • @garydmercer
      @garydmercer 11 дней назад

      I agree. I think Elon Musk is hurting Tesla with his radical right wing comments and Nazi salute. Pathetic.

    • @joecushman6030
      @joecushman6030 11 дней назад +3

      I have said this before, I personally know folks who would like to buy a Tesla but don’t due to the idiotic behavior of Musk.

    • @travisjazzbo3490
      @travisjazzbo3490 11 дней назад +3

      What statements of his offend you?

    • @JP212nyc
      @JP212nyc 11 дней назад

      @@travisjazzbo3490 perhaps making a Hitler salute at Trumps inauguration?

    • @petersilva037
      @petersilva037 11 дней назад

      @@travisjazzbo3490 a list? look at Sam Harris's account of why he and Elon are no longer friends, The covid denialism and innumeracy behind it is stunning. Look at his fake gamer shenanigans us ridiculously petty. Look at his support for AfD (extreme right wing party allied with Russia) in Gemany. Advocating invasion of the UK, and replacing party leaders there.
      Some of his actions in the Ukraine War. Quotes: "Girl, you're not the governor of Canada anymore" ... Look Trudeau was on the way out anyways... and I never liked him... but the weird homophobic/emasculation taunt is super un-becoming of a normal human. There are hundreds of other tweets that could be brought up. I mean... there is a clear pattern of asshattery here, it makes about a quarter of Americans dead set against him about 3/4 of the rest of the world agree. It's brand suicide.
      Basically Musk is now a huge drain on Tesla's reputation. I predict an absolute drop in tesla sales in 2025 in the USA, Canada, and Europe, because of Musk. China will be fine though. Maybe that's all he cares about.

  • @LJ-jq8og
    @LJ-jq8og 11 дней назад +3

    Sorry Randy …. Rivian👺 is “Dead Man Walking”

  • @davidhuber6251
    @davidhuber6251 11 дней назад +1

    I wish I had a forum where I could discuss Elon's behavior, but it's difficult to find people will be reasonably objective like they (mostly) are here.
    Even if Elon pursues other interests, the talent that is already in place at Tesla should be able to take what Elon has created and run with it.
    Tesla has a lot of momentum and a lot of irons in the fire. I'm keeping my stock, for better or for worse.
    The same goes for SpaceX.

    • @petersilva037
      @petersilva037 11 дней назад +1

      yes. Elon was great before, but the twitter thing and now the politics make him completely distracted for one hand, and the press is awful for the brands on the other hand. The companies would do better if he were to officially step away from them at this point.

  • @MoreOnEVs
    @MoreOnEVs 11 дней назад +1

    As a long term investment I’m definitely a Tesla guy, but not because they sell cars. That said, I’m really considering Rivian for a trade. And it’s not a roulette wheel, it’s sports betting. Definitely gambling, but somewhat informed gambling.
    There are a lot of rumblings for the short term: gross margin positive, new delivery van partners, expanded partnership with VW Group.
    Long term for Rivian, what gives me hope is that VW is too big to fail and Rivian will be too important for VW to let them fail

    • @geoffgeoff3333
      @geoffgeoff3333 11 дней назад

      Updated!
      Rivian is still the #1 currency incinerator!
      I passed a brand new R1S on Merritt Pky in CT yesterday. Such a nice looking bigger ev - until I looked in rear mirror...🤮

    • @geoffgeoff3333
      @geoffgeoff3333 11 дней назад

      Of course, I know it's a matter of taste, but the Edsel was a flop, too...

    • @EZ.EV.2035
      @EZ.EV.2035 11 дней назад

      Listen to Charlie Munger’s advice: buy good companies at a good price rather than cigar butts that ‘look cheap’

  • @LJ-jq8og
    @LJ-jq8og 11 дней назад +2

    🤣🤣🤣. Perfect Video, so true ❗️

  • @joecushman6030
    @joecushman6030 11 дней назад

    It’s really the time in the market not timing the market.

  • @jeffreymckie3328
    @jeffreymckie3328 11 дней назад +1

    I continue to put my money on Elon. Who has done better??

    • @petersilva037
      @petersilva037 11 дней назад

      They're idling the cybertruck lines... not enough demand. I love the model y and 3, but if you make a lot of people hate you, it's bad for sales.

  • @highlanderapparel
    @highlanderapparel 11 дней назад

    Brian, the Saudi’s have been investing in another EV company. It just escapes me right at the moment because I have the flu which one it is be great if you could look that up and shed a little light on that Highlander.😊

    • @markplott4820
      @markplott4820 11 дней назад

      Saudis could MORE cheaply , develop & make own Hybrids & BEV.

    • @LJ-jq8og
      @LJ-jq8og 11 дней назад

      @ IF I were Fraud-linson I would not attend any Saudi Embassy parties 🤣

  • @williampisano7573
    @williampisano7573 11 дней назад +1

    Lucid is being new suv to market so it’s eating 🍽 up all the money 💰 even if lucid is turning 35% profits from lucid car. And they could be developing small car or small cross over !!! That burns through cash fast

    • @LJ-jq8og
      @LJ-jq8og 11 дней назад

      IF I were Fraud-linson I would not attend any Saudi Embassy parties 🤣

  • @doug3691
    @doug3691 11 дней назад

    The Dilution element goes on my watchlist. Thanks guys.

  • @cyberoptic5757
    @cyberoptic5757 11 дней назад +3

    Nice turn of phrase: "homeopathy levels of dilution". Does Elon actually work at Tesla anymore?

    • @FutureAzA
      @FutureAzA  11 дней назад +1

      Not much evidence of it recently, but the executive bench is deep and effective.

    • @davidhuber6251
      @davidhuber6251 11 дней назад

      I believe (or at least hope) that the talent in place at Tesla can take what Elon has created and run with it effectively, regardless of what Elon does with his future.

  • @lurin971
    @lurin971 11 дней назад

    Claro!

  • @thanksno4911
    @thanksno4911 11 дней назад +1

    Question: How did you know about what is now my favorite term of the week: "Homeopathy levels of dilution"? :D

    • @FutureAzA
      @FutureAzA  11 дней назад

      I've been saying it for about a year.

  • @FrankGallagherr
    @FrankGallagherr 11 дней назад

    When’s the model S refresh

    • @FutureAzA
      @FutureAzA  11 дней назад

      Recently.

    • @petersilva037
      @petersilva037 11 дней назад

      Not happy about it, but I worry that Model S is going to die, along with the X. It does not generate enough sales to be worth much R&D, and they are putting their R&D into Optimus and robotaxi. I think it will just cruise until they decide they can make more money producing something else with the same factory space.

  • @geoffgeoff3333
    @geoffgeoff3333 11 дней назад

    Could it be that the Saudi PIF is looking to unload its Common Stock shares, and MF AI is generating a FOMO bump as cover?

    • @FutureAzA
      @FutureAzA  11 дней назад +1

      They own far too many shares to recover any meaningful percentage of what they've invested, and since it's publicly traded, those sales would have to be reported.

  • @mikadavies660
    @mikadavies660 11 дней назад +3

    Lucid..... 😂😂😂 The ultimate money pit...!!

  • @JP212nyc
    @JP212nyc 11 дней назад +5

    Buying a Tesla in 2025 is like buying a Mercedes in 1939.
    Musks Hitler salute at Trumps' inauguration will surely have consequences for Tesla.

    • @joecushman6030
      @joecushman6030 11 дней назад

      @@JP212nyc amen

    • @xfall2
      @xfall2 11 дней назад

      you are a fool

    • @JadeSea-x1b
      @JadeSea-x1b 10 дней назад

      Really? You've nothing left in your chest of lies - you play the hitler card? Talk about grasping at straws.

  • @meeks133
    @meeks133 11 дней назад

    The good news is the Motley Fool has 10 other stocks that will do better if you subscribe! 😂

  • @jamesr.9239
    @jamesr.9239 11 дней назад

    I can't imagine why the Saudis are throwing so much money into the Lucid hole. It's a great product , but at a price that makes the market for it real small and they may be many years away from even a small margin, if they don't go belly up before that. I know that the Saudi have realized that the oil gravy train can't run forever and have already made a start in securing manufacturing In Saudi Arabia and manufacturing of EV's would be a good fit , especially since they would already have a controlling interest in a successful product. Maybe this is the plan.

  • @danielch6662
    @danielch6662 11 дней назад

    That Tesla have such high margins tells me that they CAN match Chinese EV prices, but they just simply chose to charge us more for bigger profits. Yet for some reason, the government is imposing tariffs on Chinese EVs, so that Tesla can continue to overcharge customer and maintains their gigantic profit margins. Come on Elon. Drop the prices already. You promised that prices were coming down 20 years ago. Where's our $12,000 cars?

    • @midifool99
      @midifool99 11 дней назад

      They can’t just drop the prices. Demand would skyrocket and they wouldn’t be able to keep up, which means wait times would become ridiculous.

    • @travisjazzbo3490
      @travisjazzbo3490 11 дней назад

      They are in the business to make money and China has huge advantages that even Elon has spoken of. Tesla revolutionized manufacturing cars, and China does what they do so well and copied it and do it a lot cheaper because of labor and resources.

    • @FlipBoxStudio
      @FlipBoxStudio 11 дней назад +2

      Tesla is still growing relatively fast while maintaining very little to no debt, unlike the rest of the competition. They must maintain a certain level of profit margin to keep it that way. Yes they could sell their products at near cost, but not while there’s still plenty of demand. You might want to take some economics and business classes to understand this historically proven way of operating a successful profitable business.

  • @Battle_pigeon
    @Battle_pigeon 11 дней назад

    Not sure how to contact you directly Brian, but I thought this might be a good interview subject for you. I think this is a HUGE untapped market. Boomers who are slowly losing their driving abilities, but still want their freedom. My grandma lost her eyesight but still wanted to drive, even after she hit someone in a crosswalk. Couldn’t tell her no. FSD is a great way to have it both ways. This gentleman will give a firsthand perspective! Thanks. ruclips.net/video/L9YVDuHLoQ0/видео.htmlsi=WXjzKkqx65aJRbOt.

  • @DR.LingeringFrey
    @DR.LingeringFrey 11 дней назад

    Homeopathic stock dilution is a really good one. 😂

  • @Rob_Womack
    @Rob_Womack 11 дней назад +1

    randy's still the worst.

  • @TecnamTwin
    @TecnamTwin 11 дней назад

    Your thumbnails are starting to mirror fake AI channels even if you're one of the most based RUclipsrs out there. Not sure if this is good for the brand...

    • @FutureAzA
      @FutureAzA  11 дней назад +2

      We upload 3 thumbnails for every video and RUclips tests them. I have no control over which thumbnails viewers choose to click.

    • @tomdrewenskus8167
      @tomdrewenskus8167 11 дней назад +2

      @@FutureAzA For some reason RUclips keeps selecting the thumbnail with your “handsome” mug on it.

  • @TonishaCavanaugh
    @TonishaCavanaugh 11 дней назад

    Reply