Core Viewpoint - Tesla's business transformation through self-driving cars and humanoid robots is anticipated, but significant progress will take time, with potential stock valuation declines expected by 2026 [1][15]. Group 1: Current Business Performance - Tesla is currently one of nine U.S. companies with a market capitalization exceeding $1 trillion, but it may fall out of this category by 2026 due to high stock valuations and declining sales [1][16]. - The company is projected to generate $95 billion in revenue this year, with approximately 75% derived from electric vehicle (EV) sales, which are experiencing a decline for the second consecutive year [8][15]. - In 2024, Tesla's deliveries decreased by 1% to 1.79 million cars, and this decline accelerated in 2025, with a forecasted total of 1.64 million units sold, down 8% from 2024 [4][5]. Group 2: Competitive Landscape - Increased competition in key markets, particularly in China and Europe, has negatively impacted Tesla's sales, with significant year-over-year registration drops in several countries [6][7]. - Consumers are gravitating towards more affordable EV options, such as BYD's Dolphin Surf EV priced at $26,900, compared to Tesla's Model 3 starting at around $44,300, leading to BYD outselling Tesla in Germany [7]. Group 3: Future Growth Potential - Tesla's Cybercab and Optimus humanoid robot are expected to drive future growth, with projections suggesting the Cybercab could add $756 billion to annual revenue by 2029 [9][10]. - However, both products are years away from mass production, with the Cybercab not expected to enter the market until 2026 and the Optimus robot following shortly after [10][12]. - Elon Musk anticipates that the Optimus robot could contribute up to $10 trillion to Tesla's revenue over the long term, with production scaling rapidly [11][12]. Group 4: Valuation Concerns - Tesla's stock is currently trading at a price-to-earnings (P/E) ratio of 293, making it the most expensive stock in the trillion-dollar club [13]. - A significant stock price drop of 28% would be required for Tesla to exit the trillion-dollar market cap club, and a 65% decline would align it with the next most expensive stock, Broadcom, which has a P/E ratio of 102 [16].

IT之家 12 月 12 日消息，据韩国《中央日报》今日报道，三星会长李在镕本周与特斯拉首席执行官埃隆・马斯克会面。 报道称，两人参观了三星位于美国得克萨斯州泰勒的半导体工厂，该工厂正准备开始大规模生产先进芯片。据行业人士透露，三星已向该工厂投资超过 50 万亿韩元（IT之家注：现汇率约合 2403.5 亿元人民币）。 行业人士称，马斯克还要求在泰勒工厂内设立专门的工作空间，以便人员留在现场直接监控芯片产出。 晶圆厂内部人士则表示，公司正在测试一种新的商业模式，客户会参与整个流程的每一个阶段 —— 从芯片设计到工厂建设、生产线配置和封装 —— 以加 快反馈周期。这种安排表明，该合作关系超越了传统的供应商与客户关系。 三星与特斯拉在今年 7 月签署了一项 165 亿美元（现汇率约合 1165.92 亿元人民币）的协议，制造特斯拉下一代 AI6 芯片。此前，三星已获得一项协议， 与台积电共同生产特斯拉 AI5 芯片。 三星在早期产率挑战后努力稳定其 3 纳米技术，现在正转向 2 纳米生产，以缩小与台积电的差距。行业追踪机构 TrendForce 估计，台积电今年第二季度在 全球代工市场中占据 70.2% 的份额， ...

When Mody Khan lost his job at Microsoft last December, he was hopeful he'd bounce back quickly. But the tech job market had other ideas. Now, a year later, he's still looking. Despite a five-year run at Microsoft as a cloud solution architect, he said, even landing interviews has been a struggle."I've been constantly applying, and I've had interviews, but I've been turned down everywhere," said Khan, who is in his 50s and lives in Texas. In the meantime, he's exhausted his rainy day fund and fallen behind ...

证券日报网讯12月12日，众泰汽车（000980）在互动平台回答投资者提问时表示，截至目前，公司与特 斯拉没有合作。未来如有合作，公司会按照相关法律法规要求及时履行信息披露义务。 ...

有投资者问，公司是不是特斯拉机器人供应商？隆盛科技在互动平台表示，公司已为T公司配套供应定 转子等相关产品，公司在人形机器人领域将积极拓展现有及潜在客户，持续推进业务布局。 ...

RT JoshWest247 ⚡️ (@JoshWest247)Checking out the epic @Tesla CyberBear with @teslaownersSV https://t.co/y4x2SZpn66 ...

Core Insights - Rivian Automotive Inc. is entering the autonomous driving market with its proprietary AI chip, the Rivian Autonomy Processor (RAP1), targeting Level 4 autonomy [1][2]. Group 1: Autonomous Driving Strategy - The RAP1 chip can process 5 billion pixels per second, supporting Rivian's Gen 3 Autonomy Computer [2]. - Rivian's autonomous driving approach includes a combination of LiDAR and camera systems, with upcoming R2 models equipped with LiDAR sensors, 11 cameras, and 5 radars [2]. Group 2: Assisted Driving Features - Rivian introduced the Universal Hands Free (UHF) assisted driving system, capable of operating on over 3.5 million miles of roads in the U.S. and Canada, allowing for autonomous lane changes on highways [3]. - The UHF feature will be available in second-generation R1 models in the future [3]. Group 3: Subscription Model - Rivian announced the Autonomy+ subscription service, priced at a one-time fee of $2,500 or a monthly fee of $49.99, set to launch in early 2026 [4]. Group 4: Competitive Landscape - Rivian's pricing for its autonomous driving technology is significantly lower than Tesla's, which charges $8,000 for its Full Self-Driving (FSD) package or $99 per month [5]. - Rivian's competitors in the autonomous driving space include Alphabet's Waymo and Baidu's Apollo Go, both of which are leading in ride-hailing services [6][7]. Group 5: Market Reactions - Rivian's stock saw a 1.22% increase to $16.63 in after-hours trading, indicating positive market sentiment following the announcements [9].

This is an Raptor test,I get goosebumps every time 🔥https://t.co/yUeiysGKlF ...

Ron Baron"I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"https://t.co/QNuYt2Am8V ...

Core Viewpoint - The article discusses the evolving landscape of investment strategies, particularly the tension between growth and value investing, emphasizing the need for a nuanced understanding of these concepts in the context of modern economic changes [6][8][9]. Group 1: Growth vs. Value Investing - James Anderson acknowledges a widening divide between growth and value investing, suggesting that traditional value metrics may not suffice in a changing economic landscape dominated by tech giants like Microsoft and Google [8]. - The article highlights that while growth and value investing appear divergent, they share fundamental principles, such as the importance of honest long-term cash flow estimation and risk awareness [9]. - Anderson emphasizes the need for a longer time perspective and serious company research, valuing patience and governance sensitivity inherent in value investing [9][10]. Group 2: Historical Context and Literature - The article notes a lack of literature supporting growth investing compared to the extensive documentation of value investing, which has a rich tradition and numerous classic texts [11][13]. - It references Benjamin Graham's views on growth stocks, indicating that while he recognized their potential, he also warned of their speculative nature and preferred investing in larger, less popular companies [13][14]. - The article argues that the realities of the past decade have diverged from Graham's observations, with growth stocks outperforming traditional value stocks [15]. Group 3: Future Investment Landscape - The article posits that future returns are highly uncertain, urging a reevaluation of investment beliefs and strategies in light of complex market dynamics [18][30]. - It suggests that understanding structural changes in the global economy is crucial for predicting long-term investment outcomes, rather than focusing solely on short-term financial metrics [33][34]. - The piece warns against relying on historical volatility to forecast future performance, advocating for a mindset open to exploring various possibilities [38][39]. Group 4: Case Studies - The article compares Coca-Cola and Facebook, illustrating how traditional value metrics may misrepresent the potential of high-growth companies [64][69]. - It highlights that Coca-Cola's growth has stagnated, while Facebook has shown significant growth potential, challenging the notion of which company represents true value [66][70]. - The automotive industry is used as a case study, showcasing how different companies within the sector exhibit varying growth and value characteristics, with General Motors and Ferrari serving as contrasting examples [82][88].