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X @Herbert Ong
Herbert Ong· 2025-11-29 16:52
$TSLA: Tesla is About to Become the MOST Valuable Company Ever https://t.co/DJTEjQAUUr ...
X @Tesla Owners Silicon Valley
In case you missed itTesla Owners Silicon Valley (@teslaownersSV):Should I Buy a Tesla?Yes1) don’t have to worry about Gas2) cost of maintenance is cheaper3) safest vehicles on the road4) the car drives itself5) the price you see is the price you pay https://t.co/WGdCLRPUTf ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)🚀 105 miles on FSD 14.2.1 – ONE TAP and it was over.Started from a random parking spot (not even my garage) → pulled out by itself → city streets → highway in the rain → flawless merges → arrived at destination and PARKED ITSELF perfectly between the lines. Zero interventions!I just tapped once, kicked back, and watched the Cybertruck drive AND park like it owned the place.This is the game-changer: true door-to-door with a single tap. No pulling out of the spot ...
Tesla's Cybertruck is turning 2. It's been a big flop.
MarketWatch· 2025-11-29 14:00
CEO Elon Musk once described the Cybertruck as Tesla's "best ever†product. But demand for the controversial pickup truck has dried up. ...
2 Things Every Lucid Group Investor Needs to Know
The Motley Fool· 2025-11-29 10:05
Core Viewpoint - Lucid Group presents a high-risk, high-reward investment opportunity, with a current market cap of $4 billion compared to Tesla's valuation of over $1.2 trillion, indicating significant potential for growth if it can replicate Tesla's success [1][2]. Group 1: Market Position and Valuation - Lucid Group's stock has the potential to yield 300 times the original investment if it reaches Tesla's current size [2]. - The valuation of Lucid Group is significantly lower than Tesla, with Rivian at $18 billion and Lucid at $4 billion, highlighting the competitive landscape in the EV market [1][3]. Group 2: Business Model and Strategy - Unlike Tesla, which is valued for its diverse business model including robotaxis, Lucid is primarily focused on car manufacturing and technology licensing [3][7]. - Lucid has made strategic moves towards becoming a service provider, exemplified by a $300 million investment deal with Uber to supply 20,000 vehicles for Uber's robotaxi division [5][7]. Group 3: Financial Performance and Risks - Despite Lucid's revenue growth from nearly $0 in 2021 to over $1 billion today, shareholders have experienced a loss of more than 90% of their original investment due to share dilution [8][9]. - The company remains unprofitable and has had to issue more shares to maintain operations, which has diluted shareholder value [9][10]. Group 4: Industry Outlook - The global robotaxi market is projected to be worth between $5 trillion and $10 trillion, presenting a significant opportunity for companies like Lucid if they can successfully transition to this model [4][7]. - The EV industry has seen over 30 companies fail in the past decade, emphasizing the challenges and capital requirements for growth and profitability [10][11].
Tesla's $1.3 trillion riddle: how much is the company, and how much is Elon?
Invezz· 2025-11-29 10:00
Core Insights - Tesla's market capitalization is approaching $1.3 trillion, indicating strong investor confidence and significant growth potential in the electric vehicle market [1] Company Summary - Tesla's current trading value positions it just below a $1.3 trillion market cap, reflecting its status as a leading player in the automotive and technology sectors [1]
Elon Musk has started work toward his $1 trillion Tesla pay package. But 2 loopholes foreshadow how it could be a bust for shareholders
Yahoo Finance· 2025-11-29 09:00
The package consists of 12 tiered grants of restricted stock. Unlocking each “performance milestone” requires reaching both a valuation and an operational goal. It’s the safety deposit model: You need two keys to open the box. The market cap triggers start at $2 trillion and ascend by increments of $500 billion to the summit of $8.5 trillion, a number that’s 70% bigger than the $5 trillion that Nvidia recently notched to reign as the world’s most valuable company. The second group of keys are the “operation ...
特斯拉 4680 電池沒救了?錯!Cybercab 才是馬斯克的真實陰謀!🤯 #Tesla #Cybercab #ElonMusk #4680電池 #投資思維 #降維打擊
大鱼聊电动· 2025-11-29 08:05
所有人都在嘲笑 4680電池難產? 錯了! 你們都 看錯重點了! Cybercab 才是 馬斯克手裡 真正的「王炸」 而不是那台 Cybertruck! 為什麼這麼說? 這裡面有個 頂級的 商業邏輯 叫做「降維打擊」 你想想 Cybertruck 是什麼? 它是猛獸 它要瘋狂的加速 還要拖重物 這對電池的 要求簡直是 變態級別的 讓現在還不成熟的 4680 去驅動它 就像逼一個 剛學會走路的 嬰兒去跑 百米衝刺 肯定會摔得 鼻青臉腫! 但是! Cybercab 不一樣 它是城市裡 的小精靈 它不需要 狂暴的動力 只要能 穩穩地跑就行 這就像讓那個 嬰兒去公園散步 這不就輕鬆 加愉快了嗎? Tesla很可能 用要求更低的 Robotaxi來磨合 高難度的電池工藝 所以別再盯著 Cybertruck 的產量焦慮了 明年 Q2 的 Cybercab 才是 4680 真正翻盤 的時刻! 這波操作 你看懂了嗎?. ...
汽车行业2026年年度策略报告:高端化+出口驱动总量,智驾+机器人带动产业升级-20251129
CAITONG SECURITIES· 2025-11-29 08:02
Group 1 - The overall demand for passenger vehicles is expected to remain stable, with incremental growth driven by high-end market expansion and exports [3][6][35] - The penetration rate of new energy vehicles (NEVs) is stabilizing, with domestic market competition gradually reaching a steady state [23][35] - The average price of passenger vehicles is anticipated to increase, particularly in the mid-to-high-end market, as domestic brands continue to replace foreign brands [6][35] Group 2 - The heavy truck market faces pressure domestically, but exports are expected to recover as the pressure on sales to Russia eases [46][50] - The export of medium and large buses is projected to maintain rapid growth, with profitability largely dependent on the European market [55] - The rapid growth of AI data centers is expected to create additional demand in the diesel engine sector [3][46] Group 3 - The smart driving sector is entering a new phase of resonance between China and the US, with advancements in L2 and L3 driving standards expected [58][63] - The Robotaxi market in the US is anticipated to experience explosive growth, driven by companies like Tesla and Waymo [72][75] - The integration of robotics into the automotive supply chain is becoming increasingly significant, with automotive suppliers likely to extend their capabilities into the robotics sector [87][90] Group 4 - Recommended stocks in the passenger vehicle sector include Jianghuai Automobile, BYD, and BAIC Blue Valley, with a focus on high-end vehicles and exports [4][94] - In the robotics sector, recommended stocks include Top Group, Yinlun, and BlueDye Technology, with a focus on companies capable of transitioning into robotics [4][94] - For smart driving, recommended stocks include Bertel, Horizon, and Pony.ai, focusing on the growth of L2 driving technology and Robotaxi commercialization [4][94]
X @Tesla Owners Silicon Valley
🚀 105 miles on FSD 14.2.1 – ONE TAP and it was over.Started from a random parking spot (not even my garage) → pulled out by itself → city streets → highway in the rain → flawless merges → arrived at destination and PARKED ITSELF perfectly between the lines. Zero interventions!I just tapped once, kicked back, and watched the Cybertruck drive AND park like it owned the place.This is the game-changer: true door-to-door with a single tap. No pulling out of the spot yourself, no taking over to park—just enter de ...