Group 1: Tesla's Performance and Outlook - Goldman Sachs raised Tesla's 12-month target price from $285 to $315 based on better-than-expected delivery data for Q2 2025, while maintaining a "neutral" rating due to challenging short-term fundamentals in the automotive business [1] - Tesla's global vehicle deliveries reached 384,000 units in Q2 2025, a 14% increase quarter-over-quarter but a 13% decrease year-over-year, falling short of market consensus of 394,000 units [2] - The production volume for the quarter was approximately 410,000 units, reflecting a 13% quarter-over-quarter increase, while year-over-year figures remained stable [2] Group 2: Challenges and Future Projections - Goldman Sachs noted that the outlook for Tesla's vehicle deliveries is contentious, influenced by the timing of new model releases and their differentiation from existing models; the anticipated low-cost model has not yet been launched [3] - The firm adjusted its 2025 delivery forecast for Tesla from 1.575 million to 1.594 million units, representing an 11% year-over-year decline, while estimates for 2026 and 2027 remain unchanged at 1.865 million and 2.15 million units, respectively [3] - The expected non-GAAP gross margin for Q2 2025 is now projected at 12.7%, up from a previous estimate of 12.5%, primarily due to increased sales volume [3] Group 3: Robotaxi and FSD Developments - Despite positive early user feedback, there are reports of underperformance leading to scrutiny from the NHTSA; short-term growth in the Robotaxi business is expected to be slow, but long-term opportunities in the autonomous driving market remain significant [4] - Tesla's energy storage deployment is projected to reach 9.6 GWh in 2025, up from 9.4 GWh in 2024, with Q1 2025 expected to be 10.4 GWh; however, profit margins may be pressured by tariffs on lithium iron phosphate batteries sourced from China [4] Group 4: Optimus Robot Production Expectations - Tesla plans to manufacture thousands of Optimus robots by the end of the year, with a cumulative production target of 10,000 units by 2025; however, recent reports indicate a pause in production following the departure of the Optimus business head [5] Group 5: Rivian's Performance - Rivian delivered 10,661 vehicles in Q2 2025, a 23% increase quarter-over-quarter but a 23% decrease year-over-year, aligning closely with market consensus [7] - Production for the quarter was 5,979 vehicles, reflecting a 59% quarter-over-quarter decline and a 38% year-over-year decline, attributed to preparations for the upcoming 2026 model [7] - Goldman Sachs slightly adjusted Rivian's 2025 delivery forecast from 43,000 to 42,500 units, while maintaining estimates for 2026 and 2027 at 55,000 and 92,000 units, respectively [7]

Imagine investing $1,000 in a stock that seems to have a lot of promise. You watch the stock move higher, then lower, then higher again. However, you remain steadfast throughout the volatility and hang on for the ride. Twenty-eight years go by. You look at your brokerage account to find that your initial $1,000 investment is now worth nearly $2.25 million. This isn't a pie-in-the-sky scenario. Anyone who bought $1,000 worth of Amazon's (AMZN 1.62%) shares at its initial public offering on May 15, 1997, and ...

The only way to increase the US GDPAI and Robotics.Thankful Elon Musk companies will help the US https://t.co/oViuLEeHic ...

ETH/BTC BOTTOM IS CONFIRMEDETH/BTC JUST BOUNCED FROM THE SAME LEVEL AS IN 2020 WHICH TRIGGERED MASSIVE ETH PUMP.IF HISTORY REPEATS, WE CAN SEE A MASSIVE ALTCOINS RALLY. https://t.co/Q3DGF4z4d3 ...

Watch out for Spot!Boston Dynamics’ agile mobile robot has been on patrol at Cargill’s oilseed facility since mid-2024, helping out with routine inspections and visual safety checks.It’s all part of Cargill’s push toward more autonomous operations, where robots handle the rounds, and humans focus on bigger-picture tasks like predictive maintenance and long-term planning. ...

RT rektdiomedes (@rektdiomedes)Have noticed that ever since the comment sections on here got inundated with AI bots I appreciate every real actual comment that much more.If you are a friend of mine on here and comment on my posts and share your thoughts please know I really, genuinely appreciate it...Is going to be extremely interesting to see how the site (and the internet as a whole) deals with this influx of AI over the next few years... ...

关注 「电动车公社」 和我们一起重新思考汽车 就在一周之前， 特斯拉的无人驾驶出租车 （robotaxi）在美国正式开启试运营。 十几 辆特斯拉 Model Y将面向公众提供打车服务， 每单收费 4.2 美元。 到了 6 月 28 日， 特斯拉又开始炫技：一辆Model Y在无人驾驶的状态下， 从特斯拉得州超级工厂直奔用户家中，总用时30分钟， 实现了全球首次无人驾驶 交付！ 这也就意味着， 特斯拉离实现自动驾驶的目标又近了一步。 结合萝卜快跑去年在武汉开启试运营的消息，以及其他几家头部自动驾驶公司的最新进展， robotaxi 似乎很快就要来到大家面前了。 众所周知，风口上的生意抢的就是速度，来得早的头部企业会吃掉大部分甚至绝大部分市场份额，来得晚的可能连口汤都喝不到。 而就在 robotaxi 第一梯队眼看要吃到肉的时候，居然还有新玩家刚刚准备进场，且看样子颇为自信。 这个新玩家，名字也很有意思： 造父科 技 ！ 01. 师出三家，融资超30亿 造父科技，全名 上海造父智能科技有限公司 ， 6 月 23 日刚刚成立。算起来，跟特斯拉 robotaxi正式 开启试运营是在同一天。 | | | 產公司 查老板 ...

Group 1 - The convergence of AI, robotics, and autonomous mobility is creating a transformative shift in global technology investment, with a focus on economic impact rather than novelty [1][2] - Nvidia is leading the charge in this movement, aiming to develop the world's first trillion-dollar robot, which encompasses various applications including autonomous freight delivery and self-driving transport fleets [2][5] - Investor interest in robotics is surging, with automation projected to account for 25% of global capital spending over the next five years, and significant investments flowing into enabling technologies [3][8] Group 2 - Weiss Ratings highlights a $7 stock as a strategically positioned player in the autonomous systems sector, developing both hardware and software solutions that integrate with Nvidia's chipsets [6][7] - The partnership network of this $7 stock includes major players in shipping, retail, logistics, and vehicle manufacturing, enhancing its role in the autonomous mobility infrastructure [7][8] - Regulatory developments may further catalyze the sector, with favorable regulations potentially accelerating the adoption of self-driving trucks [8][21] Group 3 - Public interest in robotics and AI has increased significantly, driven by platforms like ChatGPT and Nvidia's presentations at major events, indicating a shift from novelty to practical applications [9][10] - The $7 stock has gained attention in online discussions, reflecting its foundational role in the emerging AI-powered movement and its partnerships with larger firms [11][19] - Search trends show a growing demand for information on autonomous technologies, highlighting the role of independent research in navigating this evolving landscape [12][20] Group 4 - Nvidia's DriveThor platform is central to its autonomous robotics strategy, combining advanced AI capabilities into a single chip for real-time processing in autonomous vehicles [13][14] - The $7 company is developing an end-to-end autonomy stack, integrating essential sensor technologies to support self-driving systems [14][15] - The integration of hardware and AI-aligned software is crucial for enabling fully self-navigating systems in commercial transport vehicles [16][17] Group 5 - The transition from concept to infrastructure in robotics is reshaping discussions around automation's role in the economy, particularly in logistics and manufacturing [18][30] - While there is optimism about innovation, concerns about regulatory frameworks and labor displacement persist, reflecting a duality in public sentiment [31][32] - The focus is shifting towards the enabling technologies and partnerships that will support the scaling of autonomous systems, rather than just the prominent companies leading the charge [34][35]

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Core Insights - Tesla's second-quarter 2025 production and delivery numbers showed a decline in both metrics, with production at 410,244 vehicles and deliveries at 384,122 units, a 13.4% decrease year over year, falling short of Wall Street's expectations [1][10] - The company is facing a demand problem, as evidenced by the decline in deliveries despite increased production and inventory levels [2][3] - Tesla's energy storage business is performing well, with deployments rising to 9.6 GWh, and the company expects at least 50% growth in this segment for 2025 [4][10] Production and Deliveries - Tesla produced 410,244 vehicles in Q2 2025, which is lower compared to the previous year [1] - Deliveries totaled 384,122 units, including 373,728 Model 3/Y and 10,394 other models, marking a 13.4% year-over-year decline [1][10] - Deliveries missed Wall Street's consensus estimate of 390,000 units [1] Demand Challenges - The decline in Tesla's deliveries is not reflective of an industry-wide trend, as competitors like General Motors and BYD have seen significant sales increases [3] - Tesla's brand image is suffering due to an aging model lineup and CEO Elon Musk's polarizing public persona [3] Energy Storage and Charging - Tesla's energy storage segment is thriving, with a 113% year-over-year increase in deployments last year, driven by expansion efforts [4] - The company deployed 9.6 GWh of energy storage in Q2 2025, slightly up from 9.4 GWh in the same quarter last year [4][10] - Tesla's Supercharger network, with over 70,000 stations globally, is a critical component of its ecosystem [5] Future Growth Prospects - Tesla is focusing on self-driving technology and has launched robotaxi services in Austin, aiming for this to be a significant revenue stream [6][10] - However, Tesla faces stiff competition in the autonomous vehicle space and must navigate regulatory hurdles and safety concerns [7] Valuation and Market Performance - Year-to-date, Tesla's shares have declined by 22%, underperforming compared to General Motors and BYD [8][10] - Tesla's price/sales ratio stands at a forward multiple of 9.64, significantly higher than its competitors, indicating a stretched valuation [12][15] - The Zacks Consensus Estimate predicts a year-over-year decline in Tesla's sales and earnings for 2025, with EPS estimates trending downward [16][19]