RT Tesla Owners Silicon Valley (@teslaownersSV)Yo, just rolled my Cybertruck on FSD 13.2.9 through city madness—damn, it’s next-level!Weaved through traffic, nailed construction zones, no disengagements. Felt like the truck was one step ahead of me. This is how you redefine driving.The Robotaxis are here & Tesla is leading the way!@tesla @Tesla_AI @cybertruck ...

Core Viewpoint - The escalating feud between Tesla CEO Elon Musk and President Donald Trump has negatively impacted Tesla's stock, raising concerns about potential harm to the electric vehicle sector and Musk's companies [1][3]. Group 1: Impact on Tesla Stock - Tesla stock experienced its largest one-day market capitalization decline on Thursday, with investors worried about the implications of the feud on Musk-related companies [3]. - Tesla shares are down 20.7% year-to-date in 2025, with a notable drop of over 12% in the last five days [14]. Group 2: Government Policies and Subsidies - Trump has threatened to withdraw government subsidies related to SpaceX and eliminate EV tax credits, which could adversely affect Tesla and the broader electric vehicle market [3][10]. - The potential end of the $7,500 EV tax credit could harm Tesla, although Musk has previously supported the idea of ending this incentive, which analysts suggest might benefit Tesla by weakening its rivals [10][11]. Group 3: Autonomous Vehicles and Robotaxis - Trump's past opposition to autonomous vehicles raises concerns about the future of Tesla's robotaxi initiatives, especially as Musk prepares to launch the Tesla Cybercab [4][6]. - Despite a previous easing of restrictions on self-driving vehicles, Trump's recent comments indicate a possible return to opposition against autonomous vehicles [5][6]. Group 4: Brand Perception and Customer Base - Tesla has faced brand damage over the past year, with some customers trading in their vehicles due to Musk's political actions, potentially alienating its traditional customer base [7]. - The feud may deter Trump supporters, who previously showed interest in Tesla vehicles, from purchasing them [8]. Group 5: Government Investigations - The rift between Musk and Trump could lead to renewed investigations into Musk and his companies, which have already faced scrutiny from various government organizations [12]. - Trump's comments suggest that government contracts and subsidies benefiting Musk could be reconsidered, impacting SpaceX's operations [13].

Tesla's core EV business has struggled this year, with the company only reporting 337,000 deliveries in the first quarter of the year, the lowest level seen in over two years. Whether due to CEO Elon Musk's involvement with politics, which seems to have come to an end, or increased competition, sales have struggled. Recent reports don't indicate much improvement in the second quarter of the year. Further, Tesla stock still trades at an extremely high multiple. Electric carmaker Tesla (TSLA -1.13%) has had a ...

Core Insights - Uber Technologies has introduced new offerings aimed at providing cost-effective travel options, including shared fixed-route rides and expanded membership passes, in response to slowing revenue growth and economic uncertainty [1] Group 1: New Offerings - The new "Route Share" ride option will be priced at half the cost of UberX, providing pickups every 20 minutes along busy commute corridors [2][5] - Route Share will initially be available in major cities like New York, San Francisco, and Chicago during weekday rush hours, with potential partnerships with employers for pre-tax commuter benefits [3] - Uber is expanding ride passes that allow users to lock in lower fares, which will be available in cities such as Chicago, Dallas, and San Francisco, and will also be extended to teen accounts later this year [3] Group 2: Price Lock Pass - The Price Lock Pass, introduced at $2.99 in February, will now be available across several U.S. cities and will expand to Brazil this year [4] Group 3: Partnerships and Future Plans - Uber has announced a partnership with Volkswagen to deploy thousands of fully electric ID. Buzz AD vehicles as robotaxis next year, which will also be used for shared self-driving taxi rides [7] - The company is scaling its collaboration with Waymo in Austin, aiming to increase the number of robotaxis to hundreds in the coming months [7]

Core Insights - Tesla CEO Elon Musk plans to significantly reduce his involvement with the Department of Government Efficiency (DOGE) to focus more on Tesla, citing that DOGE's work is mostly complete [2][3] - Tesla's Q1 2025 earnings and revenue fell short of expectations, with net income dropping 71% to $409 million and total revenue decreasing 9% to $19.34 billion [10] - The company's stock has declined by 41% year-to-date, attributed to Musk's political activities and brand damage [4][8] Financial Performance - Tesla reported a net income of $409 million, or 12 cents per share, compared to the previous year's figures, which fell significantly short of the expected earnings of 39 cents per share [10] - Total revenue for Q1 2025 was $19.34 billion, down 9% year-over-year, while automotive revenues specifically dropped 20% to $13.97 billion [10][11] - The decline in production was partly due to updates on the Model Y, Tesla's most popular vehicle, across all factories [11] Market Impact - Musk's political involvement has led to a perceived permanent demand destruction of 15% to 20% among potential Tesla buyers, as noted by analysts [8] - A survey indicated that 47% of respondents hold a negative view of Tesla, with half expressing discontent towards Musk [9] - The company has faced vandalism and hostility, which has negatively impacted certain markets [10] Strategic Outlook - Musk announced plans to launch autonomous cars for public use in Austin, Texas, starting with 10 to 20 vehicles, with expectations to scale up quickly [6] - The long-term vision for Tesla includes significant reliance on humanoid robots and robotaxis, with financial benefits anticipated by the second half of 2026 [7] - Musk envisions Tesla becoming the most valuable company globally, contingent on successful execution of its strategies [7]

Tesla Inc.'s (TSLA) upcoming first-quarter earnings will provide important insights into the company's vehicle performance, innovations and CEO Elon Musk's political activities. The earnings report is crucial as investors are divided over Tesla's near-term growth projections based on recent sales and stock performance, with many reassessing their trading strategies. So, is now a good time to buy Tesla stock, or should we wait for things to settle? Let's delve in – Tesla Closing Price by Day Image Source: Ya ...

Core Viewpoint - Piper Sandler analyst Alexander Potter maintains an Overweight rating on Tesla Inc but lowers the price forecast from $450 to $400 due to disappointing first-quarter financials and missed delivery expectations [1][2] Group 1: Financial Performance - Tesla's first-quarter deliveries of 337,000 units fell short of the consensus estimate of 378,000 units, leading to expectations of gross margins near multi-year lows [1] - Potter projects first-quarter revenue of $20.29 billion and EPS of $0.36, reflecting a significant downward adjustment in estimates due to lower deliveries and a slower margin ramp [5] - The analyst expects deliveries of 1.74 million units in 2025 and 2.09 million units in 2026, down from previous estimates of 1.88 million and 2.3 million, respectively [3] Group 2: Future Outlook and Catalysts - Despite a bearish short-term outlook, Potter notes that Tesla could experience a sharp rally when significant catalysts, such as new products and robotaxis, emerge [2] - The lack of disclosed specifications or pricing for the upcoming "Model 2" makes it challenging to defend forecasts, but new product launches could help offset declining demand for existing vehicles [4] - A single positive development regarding robotaxis could dramatically shift the narrative, as full self-driving software is a major component of Potter's long-term profit outlook [5]

While many investors hold great respect for Warren Buffett, they may also view him as more of a traditional investor. But the Oracle of Omaha is not afraid to buy trendy technology and artificial intelligence stocks if he thinks they meet his well-known criteria of being wonderful companies at fair prices. Consumer tech giant Apple is still the largest holding in Berkshire Hathaway's massive equities portfolio, and the conglomerate owns stakes in other innovative companies as well. In fact, one of those com ...

Core Insights - Retail investors are increasingly influential in the stock market, with platforms like Robinhood reflecting their preferences and holdings [2][3] - Nvidia briefly held the top position among Robinhood's most-held stocks but has since been surpassed by Tesla, which is favored by prominent investors like Cathie Wood [4][11] Group 1: Nvidia's Position and Challenges - Nvidia's GPUs, particularly the Hopper and Blackwell architectures, are critical for AI data centers, contributing to its stock price surge [6] - Despite its technological edge, Nvidia faces growing competition as customers develop their own AI chips, potentially impacting its gross margins [9] - The AI sector may be experiencing a bubble, with historical patterns suggesting that lofty expectations for new technologies often lead to disappointments [8] Group 2: Tesla's Rise and Investor Sentiment - Tesla has reclaimed its position as the most-held stock on Robinhood, driven by its first-mover advantage in the EV market and consistent profitability [12] - The company is diversifying into energy generation and storage, which could enhance margins and reduce cyclical risks [13] - CEO Elon Musk's ambitious promises regarding robotaxis and the Optimus robot have generated excitement, but there are concerns about his track record of overpromising [14][16] Group 3: Risks and Competitive Landscape - Tesla's competitive advantages are being challenged, leading to price cuts to manage inventory levels, which has negatively affected vehicle margins [17] - The potential for Tesla to underperform in the future exists, especially if the ambitious projections tied to Musk's promises do not materialize [18]

Core Viewpoint - Tesla's growth appears to have stalled as the company reported a significant decline in vehicle deliveries, attributed to various external factors including protests and boycotts [1][6]. Delivery Performance - Tesla delivered 336,681 vehicles in Q1 2025, falling approximately 14% short of Wall Street estimates of over 390,000 [3]. - Deliveries were down about 13% year-over-year and down 32% from Q4 2024 [3]. - Production was 362,615 vehicles, which is about 7.7% more than deliveries, but still reflects a 16.3% decrease compared to Q1 2024 [5]. Model-Specific Insights - Deliveries of Models 3 and Y decreased by 12% year-over-year, while deliveries of "other models," including the Cybertruck, dropped 46% from Q4 2024 [4]. - The decline in "other models" suggests potential issues with the sales of the Cybertruck [4]. External Factors Impacting Sales - Protests and boycotts in the U.S. and Europe have negatively impacted potential EV buyers' interest in Tesla [1][6]. - Tesla's market share in Europe fell from 17.9% a year ago to 9.3% in Q1 2024 [7]. Leadership and Market Sentiment - CEO Elon Musk's political involvement has been unpopular among potential buyers, contributing to the decline in sales [6]. - There are indications that Musk may reduce his political role, which has led to a positive market reaction, reversing a stock dip into a gain [9]. Valuation Concerns - Tesla's current valuation is significantly higher than that of traditional automakers, with a price-to-sales ratio over 10 times that of Ford and General Motors, and roughly four times that of Rivian [10].