Tesla hits $1T market cap

[One_Nation]

it's the same as the Gmestop meme stock.

Gamestop situation is quite different. Gamestop investors know very well its valueless but are artificially jacking up its price by ganging up to hurt big hedge funds who had betted against it (or shorted it).

 

[F-22Raptor]

Insane!

The questions to ask yourself is this?

Just how much can all the car companies in the world be worth once the transition to EV vehicles has been made?

How much of a share can Tesla have after the market has settled down and the other car companies(VW/Toyota etc) have easily replicated exactly what Tesla has done?

There is absolutely nothing unique about Tesla as in either battery technology or indeed the self-automation software. They may be a little ahead in automation but the other car companies have got hundreds if not thousands of the best software engineers on the planet also working in this area. Even then Tesla has overhyped the automation as it is only practical for motorway driving as the AI and road infrastructure would need to be radically improved to even think of autonomous cars in the towns and cities.

Tesla has done a great job by gaining an early lead in compelling EV vehicles but they are and will be caught up by the end of this decade, then will end up as one of the major players in this field but probably without a ridiculous trillion US dollar valuation.

You need to read Frank Peleens Tesla
investment thesis.

https://teslainvestor.blogspot.com/2021/09/my-tesla-investment-thesis-3-complete.html?m=1

No one is close to catching Tesla, and their profit margins are already approaching 30%, with massive exponential production growth incoming.

O bhai, pls don't call me sir.

Bro, bhai or something more "equal" is better.

Moving onto your question....it's not about hating the "good tech" but who own the tech.

Whoever owns a superior tech is gonna be the envy of a lot of people and those same people are going to downplay that tech. As has been seen and can still be today on this forum and the wider internet.



No profit??



Basic internet search:

View attachment 787994

They have their heads buried in sand. They can’t comprehend Tesla being the largest company in history. It’s a once in a generation opportunity.

 

[UKBengali]

You need to read Frank Peleens Tesla
investment thesis.

https://teslainvestor.blogspot.com/2021/09/my-tesla-investment-thesis-3-complete.html?m=1

No one is close to catching Tesla, and their profit margins are already approaching 30%, with massive exponential production growth incoming.

Answer this simple question:

What can Tesla do that VW and Toyota cannot do?

They are not an Apple with a unique OS and now their own powerful and super-energy efficient M1 chips that no other competitor can currently replicate or likely in the next 5 years at least.

Just think - the GPU in the M1 Max chip can pump out almost mobile 3080 performance with 1/3rd of the power consumption. It probably costs Apple some 10s of US dollars to buy these fabricated chips from TSMC but they are charging 10-20 times at retail. Now that is why Apple are a 2 trillion US dollar company with profits of over 60 billion US dollars a year. They are unique and just keep innovating which their competitors cannot do for various reasons.
I expect Apple's dominance in the tech field to continue and extend over the course of this decade as they are just too good for their competitors.


PS - Like I say I am not a Tesla hater and if I had the money I would probably choose to buy a Tesla over a competing EV vehicle from another manufacturer right now but they are way overvalued and their share price will correct to more reasonable level over the course of this decade. Musk has done something amazing but he cannot do magic that other car companies will not catch up with him soon.

 

[F-22Raptor]

Answer this simple question:

What can Tesla do that VW and Toyota cannot do?

They are not an Apple with a unique OS and now their own powerful and super-energy efficient M1 chips that no other competitor can currently replicate or likely in the next 5 years at least.

Just think - the GPU in the M1 Max chip can pump out almost mobile 3080 performance with 1/3rd of the power consumption. It probably costs Apple some 10s of US dollars to buy these fabricated chips from TSMC but they are charging 10-20 times at retail. Now that is why Apple are a 2 trillion US dollar company with profits of over 60 billion US dollars a year. They are unique and just keep innovating which their competitors cannot do for various reasons.
I expect Apple's dominance in the tech field to continue and extend over the course of this decade as they are just too good for their competitors.


PS - LIke I say I am not a Tesla hater and if I had the money I would probably choose to buy a Tesla over a competing EV vehicle from another manufacturer right now but they are way overvalued and their share price will correct to more reasonable level over the course of this decade. Musk has done something amazing but he cannot do magic that other car companies will not catch up with him soon.

Tesla is years ahead in tech, software, manufacturing capability, and they innovate much faster.

Herbert Diess already came out this month saying Tesla’s lead is widening.

 

[Falconless]

Tesla is years ahead in tech, software, manufacturing capability, and they innovate much faster.

Herbert Diess already came out this month saying Tesla’s lead is widening.

Only thing of real value they have currently is their charging network.

 

[mike2000 is back]

Greatest speculative mania since the tech bubble in the late 1990’s and early 2000’s. Tesla market cap might go to $2 trillion before it comes crashing down once the bubble pops.

View attachment 787990

I'm 100% sure that if Tesla was a Chinese company you will be singing their praises on here day and night. In fact I'm sure you guys will have a threads dedicated to them on here. Lol
Don't understand why people have to hate on a good company just because it's from a country they don't like that much.

 

[Hamartia Antidote]

How much of a share can Tesla have after the market has settled down and the other car companies(VW/Toyota etc) have easily replicated exactly what Tesla has done?

There is absolutely nothing unique about Tesla as in either

The Model S debuted in 2012 and the Model 3 in 2017.

The Model 3 is now the top selling car in Europe.

Tesla Model 3 becomes best-selling vehicle (not just electric) in Europe

The Tesla Model 3 has become the first all-electric car to become the best-selling vehicle in Europe. However, that’s on...

electrek.co

 

[UKBengali]

I'm 100% sure that if Tesla was a Chinese company you will be singing their praises on here day and night. In fact I'm sure you guys will have a threads dedicated to them on here. Lol
Don't understand why people have to hate on a good company just because it's from a country they don't like that much.

True that but the 1 trillion US dollar valuation is ridiculous when you compare to the roughly 100 billion US dollars each of Toyota and VW.

It is a great company and Musk has proved that an electric car can be as good if not better than that of petrol/diesel but as the other players now literally need to copy him and are doing it, he will not be so unique anymore.

 

[F-22Raptor]

Only thing of real value they have currently is their charging network.

Short the stock, put your money where your mouth is

 

[UKBengali]

The Model S debuted in 2012 and the Model 3 in 2017.

The Model 3 is now the top selling car in Europe.

Tesla Model 3 becomes best-selling vehicle (not just electric) in Europe

The Tesla Model 3 has become the first all-electric car to become the best-selling vehicle in Europe. However, that’s on...

electrek.co

Yes but for how much longer?

Model 3s are a little bit too expensive to be mass market in the UK.

It starts at 42,000 GBP in the UK, whereas the VW ID 3 starts at 30,000 GBP.

Yes nearly everyone would probably choose the Model 3 if they were the same price but currently Tesla is just too expensive for the mass market. They need a cheaper car to compete with VW as the supply of Model 3 buyers will dry up a lot faster than that of the ID3.

 

[F-22Raptor]

Yes but for how much longer?

Model 3s are a little bit too expensive to be mass market in the UK.

It starts at 42,000 GBP in the UK, whereas the VW ID 3 starts at 30,000 GBP.

Yes nearly everyone would probably choose the Model 3 if they were the same price but currently Tesla is just too expensive for the mass market. They need a cheaper car to compete with VW as the supply of Model 3 buyers will dry up a lot faster than that of the ID3.

VW is years behind and the gap is widening. I guess you haven’t been paying attention to Herbert Diess comments on Tesla of late.

 

[UKBengali]

VW is years behind and the gap is widening. I guess you haven’t been paying attention to Herbert Diess comments on Tesla of late.

Explain how the gap is widening in your own words as you made the claim?

VW at current trends will have a larger EV market share in Europe than Tesla soon.

 

[F-22Raptor]

Explain how the gap is widening in your own words as you made the claim?

VW at current trends will have a larger EV market share in Europe than Tesla soon.

https://twitter.com/x/status/1448429754873417733

https://twitter.com/x/status/1448677025779171338

https://twitter.com/x/status/1448677476281069569

That’s directly from the CEO of VW.

VW is toast as is the rest of the automotive industry. Giga Berlins opening is imminent.

 

[nang2]

https://twitter.com/x/status/1448429754873417733

https://twitter.com/x/status/1448677025779171338

https://twitter.com/x/status/1448677476281069569

That’s directly from the CEO of VW.

VW is toast as is the rest of the automotive industry. Giga Berlins opening is imminent.

That is what competition is for. Whoever wins, consumers rejoice.

 

[F-22Raptor]

Explain how the gap is widening in your own words as you made the claim?

VW at current trends will have a larger EV market share in Europe than Tesla soon.

https://twitter.com/x/status/1448970340865089554

https://twitter.com/x/status/1449047997757657090

https://twitter.com/x/status/1449147522543390729