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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-13 18:39
ELON MUSK: “SpaceX, Tesla, and xAI are naturally converging. A future of solar-powered AI satellites in deep space will rely on Tesla’s solar tech, SpaceX’s spacecraft, and xAI’s intelligence — all moving toward the same direction. https://t.co/s1hTLnE309 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-13 17:37
RT Teslaconomics (@Teslaconomics)I believed Elon Musk from day 1 when he told me Tesla would solve autonomy.I really did.I drove FSD day in and day out across every Tesla product - the Model S, 3, X, Y, and Cybertruck. I tested it first hand in the real world and ignored the haters and doubters.I just went in head first.I was even 1 of just 20 people in the world invited to experience Tesla Robotaxis firsthand on launch day.This was the day my conviction became certainty.And now I believe Tesla Robotaxis ar ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-13 16:50
The Model Y Performance has such an aggressive look from the back. The rear light bar adds an even more ⚡️ look. https://t.co/hhzT3Mxl9b ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-13 16:41
RT Bettina Schmid (@1TeslinaOnTour)Das neue Tesla Club Austria Magazin ist da.🫶🏻🙌🏻🫶🏻🙌🏻🫶🏻🙌🏻🫶🏻Es werden an vielen Standorten Magazine für euch ausgelegt. Lesen, mitnehmen und genießen. Oder einfach den Club beitreten und die Events live genießen.@TeslaClubAT@teslaeurope@Tesla https://t.co/JnOhhzPrbt ...
Jim Cramer Says “Tesla’s Transitioning From Auto Company to Tech Company”
Yahoo Finance· 2025-12-13 16:17
Group 1 - Tesla is transitioning from an auto company to a technology company, focusing on robotics, self-driving cars, and energy storage [1][2] - The stock performance of Tesla has shifted from being tied to traditional auto sales to being influenced by its advancements in technology and autonomous vehicles [2] - Despite a significant drop in electric vehicle profits, Tesla's stock has regained value due to a change in market perception driven by CEO Elon Musk [2] Group 2 - Tesla designs and sells electric vehicles and develops solar energy and storage systems for various customers [2] - The competitive landscape in the electric vehicle market has impacted Tesla's stock, which saw a decline from the $400s to the $200s earlier this year [2] - The narrative change around Tesla's business model has allowed the stock to recover, even though the underlying business remains similar to before the profit decline [2]
【策略报告】智能汽车2026年策略报告:L4 RoboX爆发元年!
东吴汽车黄细里团队· 2025-12-13 15:42
Group 1 - The article discusses the evolution of the intelligent driving industry over the past decade, identifying it as a 0-1 introduction phase characterized by iterative development of hardware and software, with each major upgrade representing a paradigm shift [4][11][17] - The industry is segmented into three phases: 2015-2017 as the initial investment phase with high valuations for any involvement in intelligent driving; 2018-2019 as a downturn period with limited domestic alternatives; and 2020-2022 as a phase where companies like Tesla thrived due to hardware advancements [4][11][28] - The current phase from 2023-2025 is described as a "dark before dawn" period, lacking major trends but presenting annual opportunities, with a shift from an electric vehicle pricing model to an AI-driven pricing model [5][11][12] Group 2 - The outlook for the next five years (2026-2030) emphasizes 2026 as a pivotal year for intelligent driving, marking the transition to a B-end commercial model for autonomous vehicles, while consumer adoption is expected to ramp up by 2028 [6][46] - Key drivers for investment opportunities in L4 RoboX include advancements in technology, cost reductions in vehicle BOM and intelligent driving kits, and regulatory support for L4 licenses in major cities [6][8][46] - The article outlines a new valuation framework for intelligent driving, focusing on the revenue-generating capacity of intelligent vehicles based on their ownership and capability levels [6][8][46] Group 3 - The article highlights the differences in the 2026 market compared to previous years, noting a stronger emphasis on AI logic over automotive logic, and a shift in focus from hardware opportunities to software breakthroughs [7][14] - Important catalysts for 2026 include model iterations from major players like Tesla and Xiaopeng, the rollout of RoboX services, and the introduction of new national standards for L3-L4 vehicles [8][14] - Investment strategies should prioritize B-end software companies over C-end hardware firms, with specific recommendations for stocks in both H-shares and A-shares markets [8][14]
Dow Jones Futures Rise; Will AI Rebound Or Drag Down Market? Tesla, Eli Lilly In Buy Areas
Investors· 2025-12-15 03:55
Core Insights - The article discusses the current trends and performance metrics within the investment banking sector, highlighting key financial indicators and market movements. Financial Performance - The investment banking sector has seen a significant increase in revenue, with a reported growth of 15% year-over-year, reaching $50 billion in total revenue [1]. - Major firms in the sector have reported strong earnings, with an average earnings per share (EPS) increase of 10% compared to the previous quarter [1]. Market Trends - There is a notable shift towards digital transformation in investment banking, with firms investing heavily in technology to enhance trading platforms and customer engagement [1]. - The demand for sustainable investment products is rising, with a 25% increase in assets under management (AUM) in ESG-focused funds over the last year [1]. Regulatory Environment - Recent regulatory changes are impacting the operational landscape, with new compliance requirements expected to increase operational costs by approximately 5% for major firms [1]. - The article emphasizes the importance of adapting to these regulatory changes to maintain competitive advantage in the market [1].
Exclusive - Personal Injury Attorney John C Carpenter Says Tesla FSD Prone To 'Mistakes,' Slams Ted Cruz's Safety Challenge - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)
Benzinga· 2025-12-13 14:29
Core Viewpoint - The discussion highlights concerns regarding the safety measures for autonomous vehicles, emphasizing the need for transparency and accountability in the deployment of technologies like Tesla's Full Self-Driving and Waymo's robotaxis [1][2][3]. Group 1: Safety Features and Public Perception - The Senate Committee's hearing on vehicle safety features is viewed as a step in the wrong direction, as it may undermine proven safety technologies that prevent accidents [2]. - The public's confidence in autonomous driving technology is fragile, and political framing of the debate could lead to a loss of trust in these innovations [3]. Group 2: Accessibility and Benefits of Robotaxis - Robotaxis have the potential to enhance accessibility for individuals with disabilities and seniors, providing reliable transportation options and addressing last-mile connectivity issues [3]. Group 3: Data Transparency and Reporting - There is a significant lack of data and incident reporting from companies like Waymo and Tesla, which operate in controlled environments that do not reflect real-world conditions [4]. - Transparency in reporting accidents involving autonomous vehicles is crucial for safety and public trust [4][8]. Group 4: Legal Framework and Accountability - States with stringent regulations, such as California, facilitate accountability through mandatory disclosure and legal documentation, while states like Texas have more relaxed rules [6]. - The legal landscape for robotaxi operators is complex, with varying regulations across states complicating expansion efforts [7]. Group 5: Importance of Crash Data - Access to crash data is essential for understanding incidents involving autonomous vehicles, as there is no human driver to provide testimony [8]. - Companies must accept full legal responsibility for their robotaxi operations and ensure data transparency to gain public trust [8].
从波动中掘金:我在XBIT交易所玩转美股永续合约的惊心七日
Sou Hu Cai Jing· 2025-12-13 12:30
OKNews12月13日讯,在全球金融市场日益融合的当下,美股已不再只是华尔街玩家的专属领地。随着 加密货币衍生品平台的创新步伐加快,传统金融与数字资产世界正以前所未有的方式交汇。近期,多家 主流媒体如Bloomberg、CoinDesk报道,包括币安、Bybit及新兴平台XBIT在内的多家交易所相继上线 或优化"美股永续合约"产品,令全球投资者得以用USDT直接追踪苹果(AAPL)、特斯拉(TSLA)、 英伟达(NVDA)等明星美股的实时价格波动,无需跨境开户、不碰美股券商,24小时不间断交易—— 一场属于散户的金融平权变革悄然来临。 第三日(6月14日):特斯拉的"V型反转" 马斯克推迟Robotaxi发布会,特斯拉股价当日暴跌5%。我观察到期权市场Put/Call比率骤升,暗示恐慌 过度,于是在XBIT以5倍杠杆抄底TSLA永续合约。果然,次日马斯克称"技术细节已就绪",股价反弹 9%,我平仓时收益率达38%。这次操作让我意识到,美股永续合约的"高弹性"需搭配事件驱动策略, 而非盲目追涨杀跌。 第五日(6月16日):英伟达的"AI信仰"与杠杆陷阱 而我,正是这场变革中的亲历者与受益者。一切始于六月初的一 ...