Group 1 - The "Magnificent Seven" includes Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla, representing 35% of the S&P 500 value [1] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [4][5] - Tesla's electric vehicle deliveries declined in the first half of 2025, with automotive revenue growing only 6% year over year and operating margin dropping to 5.8% [6] Group 2 - Other companies in the "Magnificent Seven" have strong revenue streams, such as Apple's iPhone and services, Amazon Web Services, and Nvidia's compute and networking segment [5] - Tesla's Robotaxi business is beginning to roll out, but its autonomous Cybercab is not yet in production, highlighting a key difference from its peers [7] - Tesla's valuation is considered astronomically high compared to other companies in the group [7]

Core Insights - The "Magnificent Seven" companies, including Tesla, have provided significant long-term gains, but Tesla may be overextended compared to its peers [1][2] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [3][4] Company Performance - Tesla's electric vehicle deliveries declined in the first half of 2025, although it remains the market leader; automotive revenue grew by only 6% year over year, with a 7% increase in deliveries [5] - The operating margin for Tesla fell to 5.8%, down from 10.8% a year earlier, indicating potential profitability issues [5] - Tesla is investing heavily in artificial intelligence and robotics, but these investments have not yet yielded significant returns [6][9] Market Position - Tesla's Robotaxi service is currently operational in select markets, but profitability at scale remains uncertain, and the service is still reliant on human monitors in many areas [7][9] - Tesla's stock is trading at 178 times expected 2026 earnings, suggesting a valuation that may not align with its core electric vehicle business [9] Comparative Analysis - Other companies in the Magnificent Seven, such as Apple, Amazon, Alphabet, Microsoft, Meta Platforms, and Nvidia, continue to show strong revenue growth and profitability across various segments [4] - Tesla's current valuation appears increasingly disconnected from its core business, leading to a recommendation for investors to consider other compelling opportunities in big tech [9]

ExactlyAshok Elluswamy (@aelluswamy):Not to mention, these chips are heavily co-designed with the @Tesla_AI software teams to achieve incredible performance, while also beating by a large margin on perf per Watt and perf per dollar.For instance, AI4 can process and understand a million pixels of streaming video ...

Not to mention, these chips are heavily co-designed with the @Tesla_AI software teams to achieve incredible performance, while also beating by a large margin on perf per Watt and perf per dollar.For instance, AI4 can process and understand a million pixels of streaming video within ~1 ms. This is only achievable because the software AND the hardware are designed together to achieve this performance point.Elon Musk (@elonmusk):Most people don’t know that Tesla has had an advanced AI chip and board engineerin ...

Here is more infohttps://t.co/65xNm5b7h2 ...

近日，小鹏汇天陆地航母的陆行体量产试制车正式下线，飞行汽车即将迈入量产阶段。 关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 今日新闻要点： 1、 小鹏汇天陆地航母 首台"陆行体"量产 试制车下线 此前在11月3日， 汇天飞行汽车量产工厂开启试产并顺利下线首台陆地航母飞行器，如今飞行器的陆地载体也成功量产下线。 小鹏汇天陆地航母首台"陆行体"量产 试制车下线； 特斯拉 已部署数百万颗自研AI芯片，目标每年推出一款新芯片； 目前来看，陆地航母的飞行器部分由汇天自己生产制造，而车体部分由小鹏汽车来生产制造。该车型预计明年就将开启交付，现已在全球拿下超过7000台订 单。毫无疑问，这对未来交通出行方式可能会产生重大影响，但现阶段成本高昂，起飞空域限制较多，后续仍然需要市场的验证。 2、 特斯拉现 已部署数百万颗自研AI芯片 目标每年推出一款新芯片 近日，马斯克宣布， 特斯拉现已部署数百万颗自研AI芯片，用于支撑其自动驾驶与人形机器人的核心算力，并计划以每年一代的速度迭代芯片技术，目标产 量超越 ...

知识星球-材料汇(1300+份报告) ,链接如下 (网址复制到浏览器打开) : https://t.zsxq.com/WNpPc 或者扫一扫一下二维码 加入知识星球后,还可加入材料汇VIP群 材料汇 微信扫码加入星球 C 知识量 班 #石英制品 #硅上绝缘体 #托盘 #静电卡盘 #碳化硅CVD #半导体零部件 #晶圆制造工艺 41882 三、新能源#新能源 知识星球材料汇文章标签汇总 一、投资 #新材料投资 #投资笔记 1884 二、半导体 25 4188 #半导体 #半导体材料 #光刻胶 #电子特气 #靶材 #硅片 #湿电子化学品 #CMP #掩膜版 #先进封装 #封装基板 #封装材料 #玻璃通孔TGV #晶圆清洗材料 #凸点 #硅通孔TSV #芯 片黏接材料 #光敏绝缘介质材料 #PSPI #BCB #玻璃基板 #电镀液 #重布线层RDL #环氧塑 封料 #硅微粉 #金刚线 #HBM #封装设备 #底部填充料 #固晶胶 #热界面材料 #陶瓷基板 #半导体设备 #光刻机 #蚀刻机 #薄膜沉积 #离子注入 #DUV #涂胶显影设备 #量测设备 #第三代半导体 #碳化硅 #氮化鎵 #第四代半导体 #氧化鎵 #光 ...

RT Elon Musk (@elonmusk)Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years.That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI.The current version in cars is AI4, we are close to taping out AI5 and are starting work on AI6. Our goal is to bring a new AI chip design to volume production every 12 months. We expect to build chips at higher volum ...

How it started vs how it’s goingThe rate of innovation is insane.Tesla robot will be the largest product ever to launch. https://t.co/6TUFLEwdkr ...

Tesla’s humanoid robot went from shaky steps in 2022 to full-on human-level dexterity in 2025.3 years. That’s all it took. 🤯https://t.co/LXPYVtNEYC ...