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].

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]

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 ...

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？. ...

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]

🚀 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 ...

Group 1 - The article provides a market analysis covering major technology companies including Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, and NVIDIA Corporation [1] - It highlights the performance trends and investment opportunities within these companies, indicating a strong interest from investors in the tech sector [1] - The analysis suggests that these companies are well-positioned to capitalize on emerging market trends and technological advancements [1] Group 2 - Microsoft Corporation is noted for its robust cloud services and software solutions, which continue to drive revenue growth [1] - Alphabet Inc Class A is recognized for its dominance in digital advertising and ongoing investments in artificial intelligence [1] - Amazon.com Inc is highlighted for its e-commerce growth and expansion in cloud computing through Amazon Web Services [1] - NVIDIA Corporation is emphasized for its leadership in graphics processing units (GPUs) and its pivotal role in AI and gaming markets [1]

大家好我是大魚 馬斯克罕見承認 4680 電池的 乾式塗層 「選錯路了」 這是否意味著 Tesla 的 電池革命 宣告失敗？ 大錯特錯 事實上 真正能讓4680 起死回生的關鍵 不是剛猛的 Cybertruck 而是不起眼的 Cybercab！ 這背後隱藏著 老馬將 「科學難題」 轉化為「工程勝利」 的絕妙佈局 今天我們不談股價 只帶你深挖 這場電池 豪賭的真正底牌 大家不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週五收盤是430.17% 全天上漲了 3.59%美元 漲幅是0.84% 成交量是 3600萬股 第一部分 4680的難產真相 關於 4680 電池 那個傳說中的 「乾式塗層技術」 （Dry Cathode） 馬斯克在 股東大會上 罕見地說了心裡話 他說如果時光倒流 我可能會 先選濕式塗層 這話什麼意思？ 難道Tesla 籌備多年的 電池革命要涼了嗎？ 當然不是 但事情比我們 想的要複雜 也要精彩得多 今天我們不談 那些虛頭巴腦的 股價預測 我帶你深挖一下 Tesla 電池產線 的真實狀況 我們聊三個重點 第一 老馬為什麼後悔？ 第二 為什麼說未來的 Cybercab才是 4680 ...

Cybertruck door is bulletproof https://t.co/UkjlJX9kJPTesla Owners Silicon Valley (@teslaownersSV):Did you know the Tesla Cybertruck door is bulletproof ?9mm doesn’t pierce at all. 👽 technology https://t.co/1AwsstY3Rx ...

Results for the future plus will be making sure I strap a tire in my bed https://t.co/GQZ5AdSLZG ...