Tesla(TSLA)
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X @Herbert Ong
Herbert Ong· 2025-12-11 20:13
Come join us LIVE on Cyber Bulls today at 2 pm Pacific!Will stream on all our X accounts as well as on my and James InvestAnswers Youtube.Invest in SpaceX or TSLA?Tesla SynergyFSD Solved!The Bulls:Jeff @thejefflutzJames @InvestanswersCern @cernbasher ...
This Is The Most Overvalued Magnificent Seven Stock Right Now
247Wallst· 2025-12-11 19:20
Group 1: Core Insights - The "Magnificent Seven" stocks have a history of outperforming the market, leveraging AI for business expansion, but one stock is notably overvalued with less margin of safety [1] - Tesla's valuation is high despite declining profits, and future growth may be challenging [2][5] - The bullish outlook for Tesla hinges on the success of self-driving cars and humanoid robots, but competition from other tech giants is increasing [3][4] Group 2: Financial Performance - Tesla reported $28.1 billion in Q3 revenue, with $21.2 billion (75%) coming from automobile sales, indicating reliance on its core automotive business [6] - Tesla's valuation is significantly higher than traditional automakers like Ford and Toyota, which generate more revenue and profits [6][7] Group 3: Market Dynamics - The expiration of EV tax credits has led to a sharp decline in EV sales, with a reported 30.3% year-over-year drop in the first month after the credits ended [8] - Tesla has been forced to reduce prices and introduce more affordable models due to declining sales and increasing competition, particularly in Europe and China [9][10] - The loss of tax credits, rising competition, and political backlash against CEO Elon Musk's stance may pressure Tesla's stock valuation [10]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-11 19:16
RT Tesla Owners Silicon Valley (@teslaownersSV)Look who I ran into @MrColionNoir @woodhaus2 @TaranTactical @ArmoredCGWe shot out my Cybertruck and Erick’s with everything from 9mm to 0.5 calFootage to come in the upcoming weeks. https://t.co/ByJNmhDUHF ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-11 19:16
RT Tesla Owners Silicon Valley (@teslaownersSV)What's up, FAM?I took my Tesla Cybertruck off-roading in Big Sur with my @UranderOfficial truck rack and Panoramic Tent.I've never been much of an outdoors guy, but Urander makes it so easy to set up the full outdoor experience with the Pano tent.With just two clicks, my tent is almost completely set up. This tent is the easiest one I've ever set up and allows me to have the full outdoor experience without dealing with a messy traditional tent!The rack allows m ...
Morgan Stanley Just Broke Up with Tesla: Should You Buy or Sell TSLA Stock Here?
Yahoo Finance· 2025-12-11 19:04
Core Viewpoint - Morgan Stanley has downgraded Tesla's stock from "Overweight" to "Equal-Weight" while raising its target price to $425 from $410, marking the first downgrade in two years [1][2] Group 1: Downgrade Context - The downgrade was made by Andrew Percoco, who has taken over coverage from Adam Jonas, a long-time Tesla bull [2] - The decision reflects concerns about Tesla's automotive business, with expected cumulative volume growth projected to be 18.5% lower through 2040 due to slower adoption in the U.S. and increased competition globally [4] Group 2: Competitive Landscape - The competition from Chinese EV manufacturers is intensifying, with potential to significantly impact Tesla's U.S. sales if tariffs on imports from China were not in place [4] - The U.S. EV industry is anticipated to experience a more prolonged slump than previously suggested by Elon Musk [4] Group 3: Non-Automotive Business Concerns - Percoco believes that Tesla's non-automotive initiatives, such as autonomous driving and the Optimus humanoid robot, are already priced into the stock [5] - Execution risks are highlighted, as Tesla has not achieved significant success since the Model Y, and the Cybertruck has not gained market traction [5] Group 4: Self-Driving Technology Challenges - Tesla's camera-only approach to self-driving offers cost advantages over competitors like Waymo, but the company must demonstrate a high level of safety to gain regulatory trust, especially in adverse weather conditions [6] - Tesla's full self-driving (FSD) software has faced challenges in extreme weather, raising concerns about its reliability [6]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-11 18:44
Cannot restate how impressive Tesla's Full Self-Driving has become.. it's not human-like.. it's better!!Shot w/ @insta360 X5, order yours and get a FREE gift on us 👉🏼 https://t.co/aw3J1F5OUX https://t.co/vSBkyR0WnD ...
Tesla is Back: Why the Stock Could Be a Top Winner in 2026
ZACKS· 2025-12-11 18:01
I have said it before and I’ll say it again: Tesla stock moves in manic cycles of booms and busts. Right now, it is firmly back in boom mode.After a difficult couple of years, marked by shrinking market share and slowing sales growth, the tide has started to turn. Sales at Tesla ((TSLA) are accelerating again, and several of its most ambitious “moonshot” initiatives, the kinds of projects that truly differentiate the company, are finally approaching commercialization.Fully autonomous driving continues to ad ...
Here are 4 ways Rivian just stepped deeper into Tesla's turf
Business Insider· 2025-12-11 17:20
Core Insights - Rivian is intensifying its focus on autonomous driving, unveiling a roadmap for developing self-driving capabilities for its upcoming R2 vehicle, Rivian's most affordable model to date [1][4] Group 1: Autonomous Driving Development - Rivian plans to introduce a new in-house silicon chip to power its next-generation autonomous driving hardware, expected to ship with the R2 by the end of 2026 [2][5] - The company aims to achieve Level 4 autonomy, similar to Alphabet's Waymo, where driver supervision is not required [8][10] - Rivian's "Gen 3 Autonomy" hardware is currently under validation and is set to be integrated into the R2 vehicle [7] Group 2: Competitive Landscape - Rivian's announcement heightens competition with Tesla, as both companies aim for fully autonomous driving and software licensing opportunities [4] - Rivian's partnership with Volkswagen is a strategic move towards its licensing ambitions, contrasting with Tesla's reluctance to license its Full Self-Driving (FSD) technology [4] Group 3: Technology and Features - Rivian plans to incorporate lidar technology into the R2 vehicle, which is positioned above the windshield, enhancing safety and redundancy in self-driving capabilities [10] - The company will update its advanced driver assistance system (ADAS) to include hands-free assisted driving, operational on over 3.5 million miles of roads in the USA and Canada [11] Group 4: Subscription Model and AI Integration - Rivian is adopting a subscription model for its autonomous driving software, named "Autonomy+," priced at $49.99 per month or $2,500 for a one-time purchase, launching in early 2026 [12][13] - An AI voice assistant, "Rivian Assistant," will be introduced, allowing drivers to control vehicle features through voice commands and integrate with third-party apps like Google Calendar [14][15]
马斯克、黄仁勋、李飞飞在列,《时代》周刊年度人物致敬AI缔造者
Sou Hu Cai Jing· 2025-12-11 17:04
《时代》主编雅各布斯在接受电视采访时说,如今各行业开始竞相部署AI,这对社会产生了巨大的影响。眼下的盛况也让他想起了马克吐温笔下的"镀金时 代",当时的社会话语权集中在极少数人身上,同时也存在令人难以置信的不平等。 "镀金时代"指的是美国南北战争结束到20世纪初的那段时期,当时工业和技术得到了前所未有的发展,百万富翁频繁诞生。 在本期杂志中,《时代》作者们还探讨了其他焦点话题,包括人工智能推动者,与担心被人工智能取代的普通人之间的紧张关系。 美东时间12月11日,《时代》周刊公布了2025"年度人物":正在构建、设计和塑造人工智能,以及传播这项技术的商业大咖和幕后科学家。 《时代》周刊称,今年是人工智能全部潜力真正轰然显现的一年,它触及了我们生活的方方面面,从经济到教育。"AI的缔造者们"为了开启"思考型机器"的 时代、让全人类惊叹亦忧虑、改变当下并突破可能性的界限。 该杂志将围绕这一主题发行两个封面,一个是正在锻造中的巨型字母AI,另一个是受1932年经典摆拍照片《摩天大楼上的午餐》启发而作的人工智能界著 名人物群像:Meta的扎克伯格、AMD的苏姿丰、xAI的马斯克、英伟达的黄仁勋、OpenAI的奥特曼、 ...
3 Things That Need to Happen for Tesla To Double From Here
247Wallst· 2025-12-11 16:37
EV maker Tesla (NASDAQ:TSLA) is among the most interesting growth stocks in the market to look at. It's kind of a love-it or hate-it company, with bulls and bears seemingly entrenched in their views on the Elon Musk-led firm. I typically take a more bearish stance on Tesla, and my view is generally pessimistic around this company and its current valuation relative to where market participants think revenue and earnings will go over time. That said, I thought it would be interesting to take the other side of ...