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Prediction: Tesla Stock Is a Buy Before July 23
The Motley Fool· 2025-05-31 22:05
Core Viewpoint - Tesla's stock has experienced significant volatility in 2025, with shares fluctuating between $220 and $430, yet the company's growth narrative remains strong, supported by two key factors that suggest potential investment before the upcoming earnings call in late July [1] Group 1: Capital Advantage - Tesla possesses a substantial capital advantage, which is critical in the electric vehicle (EV) sector where many competitors have failed due to financial constraints [2] - The capital and time required to bring an EV to market are often underestimated; Tesla's journey from inception to market was relatively swift compared to competitors like Rivian and Lucid Motors [3] - Currently, Tesla is the largest pure-play EV company in North America, with a market capitalization of approximately $1 trillion, while Rivian and Lucid Group together are valued at only $30 billion [4] - Tesla's ability to raise $30 billion in new cash by diluting shareholders by just 2.5% enhances its financial stability and lowers its cost of debt, providing a significant competitive edge [4][5] Group 2: Robotaxi Growth Opportunity - The introduction of Tesla's robotaxi service, starting with the Cybercab and initially utilizing Model Ys, is seen as a major growth opportunity, with expectations of dominating the U.S. ride-hailing market [7] - Investor Cathie Wood predicts that the robotaxi service could significantly increase Tesla's stock price and contribute over 90% of the company's revenues in the long term, potentially reaching $1.7 trillion by 2040 [7][9] - Despite skepticism regarding the timelines for the robotaxi service's rollout, Tesla's capital advantages provide the necessary resources to develop and scale this initiative over the coming years [8][9]
Tesla Talks Big, While Alphabet And Baidu Surge Ahead In Robotaxi Race
Benzinga· 2025-05-27 13:17
Core Insights - Elon Musk has repeatedly promised the launch of robotaxis since 2016, with the latest commitment being a fleet in Austin, Texas, by June [1] - While Tesla is making promises, Waymo and Baidu's Apollo Go are already operational and generating significant ride volumes [1] Waymo's Progress - Waymo has achieved a significant milestone of 10 million paid robotaxi rides, doubling its count in just five months [2] - The service operates 250,000 weekly trips across major cities including San Francisco, Phoenix, Austin, and Los Angeles, indicating its integration into daily life [2] - Although not yet profitable, Waymo's operations are supported by Alphabet's financial resources, with growing investor confidence in its future profitability [3] Baidu's Expansion - Baidu's Apollo Go has provided 1.4 million rides in the first quarter and operates fully autonomously in 15 cities in China, with testing also underway in Dubai and Hong Kong [3] - Apollo Go has logged a total of 11 million rides and is looking to expand into Europe, with CEO Robin Li stating it is on a "clear path to profitability" due to decreasing hardware costs and strategic partnerships [4] Tesla's Robotaxi Plans - Tesla is preparing for a limited rollout of robotaxis in Austin, starting with just 10 Model Y vehicles using the upcoming "FSD Unsupervised" software [5] - There are expectations for rapid scaling if the initial rollout is successful, particularly in Los Angeles and San Francisco, but there are doubts about the current technology and the need for human supervision [5] - While there may be short-term stock market reactions, it is unlikely to significantly impact Tesla's revenue in the near future [5] Industry Comparison - Waymo and Apollo Go are advancing in the robotaxi sector, while Tesla appears to be lagging behind in actual deployment [6] - Investors are encouraged to focus on companies that are already operational rather than those making promises without substantial progress [6]
特斯拉将于6月底在美国陆续推出自动驾驶出租车服务
Huan Qiu Wang· 2025-05-21 08:06
Group 1 - Tesla CEO Elon Musk confirmed the launch of autonomous taxi service in Austin, Texas by the end of June, with plans to expand to Los Angeles and San Francisco thereafter [1][2] - The initial fleet in Austin will consist of approximately 10 vehicles, with plans to scale up to thousands if the launch goes smoothly and without incidents [2] - The autonomous taxis will be based on the upcoming Full Self-Driving (FSD) version of the Model Y, utilizing a camera-based system and computer vision rather than expensive lidar and radar sensors [2] Group 2 - Tesla will implement "geofencing" to restrict the driving range of the Model Y in Austin, with no human safety driver in the vehicle, but remote monitoring by Tesla employees [2] - Musk addressed the decline in electric vehicle sales, attributing it to the company's restructuring of factories for the updated Model Y, but noted a significant rebound in demand without providing specific figures [2]
马斯克表决心:至少再干五年特斯拉CEO除非“去世”,不会再大把砸钱掺和选举
硬AI· 2025-05-21 03:29
Core Viewpoint - Elon Musk plans to significantly reduce future political spending, stating he has already contributed enough and sees no reason to continue investing in politics. Meanwhile, Tesla's sales have reportedly turned around, with Europe being the weakest region, while other areas perform strongly. Musk also announced the upcoming launch of Robotaxi in Austin, Texas, and the establishment of a factory for xAI to accommodate 1 million GPUs [3][4][5][12][19]. Group 1: Tesla's Leadership and Sales Performance - Musk intends to continue leading Tesla for at least the next five years, emphasizing that his control is not financially motivated but rather about ensuring the company's future [6][7]. - Despite facing a decline in sales last year and a significant drop in Europe, Musk claims Tesla has turned the situation around and expects no significant sales shortages [9][10]. Group 2: Political Contributions and Brand Image - Musk will drastically cut political contributions, having donated approximately $250 million during the last election cycle, primarily supporting Trump. This shift may impact the Republican Party's fundraising strategies for the upcoming midterm elections [11][12]. - Musk denies that his political activities have harmed Tesla's brand, arguing that while some left-leaning consumers may have been lost, the company has gained support from right-leaning consumers [13][14]. Group 3: Upcoming Innovations and Developments - Tesla plans to launch Robotaxi in Austin by the end of June, starting with about 10 vehicles and potentially expanding to thousands if successful [16][17]. - xAI will continue purchasing chips from Nvidia and AMD, with plans to build a factory capable of housing 1 million GPUs, indicating a strong focus on AI development [18][19].
Elon Musk says there's 'no need' for Tesla to buy Uber since Tesla owners could one day join its autonomous fleet
Business Insider· 2025-05-20 22:23
Core Viewpoint - Elon Musk has dismissed the idea of Tesla acquiring Uber, stating that Tesla can operate independently with its own autonomous vehicle fleet [1] Group 1: Tesla's Autonomous Vehicle Strategy - Musk envisions a future where users can summon an autonomous Tesla instead of using rideshare services like Uber [1] - Tesla plans to allow its car owners to rent out their vehicles for autonomous ride-hailing, similar to how Airbnb operates [2] - The company aims to launch its robotaxi service in Austin next month, starting with a small fleet and scaling up to 1,000 vehicles within a few months [3] Group 2: Technology and Fleet Readiness - Musk believes Tesla has all the necessary technology and fleet capabilities to support a large-scale robotaxi service [4] - Tesla's upcoming robotaxi fleet will utilize its Full Self-Driving software, which does not require a driver [3] Group 3: Competitors' Strategies - Uber and Lyft have shifted away from developing their own autonomous vehicles but plan to offer robotaxis through partnerships with self-driving technology companies [4] - Uber has already integrated Alphabet's Waymo into its app in select cities, while Lyft has partnered with several companies to introduce autonomous vehicles by summer 2025 [5]
Elon Musk confirms Tesla plan for robotaxis on Austin roads in June
CNBC· 2025-05-20 18:20
Group 1 - Tesla CEO Elon Musk confirmed that the company will have robotaxis operational in Austin, Texas by the end of June [1] - The initial launch will start with approximately 10 vehicles, with plans to expand to thousands if the launch is successful and incident-free [2] - Tesla's robotaxis will be Model Y vehicles equipped with a new version of Full Self Driving (FSD) known as FSD Unsupervised [3] Group 2 - Tesla will implement geofencing for its robotaxis in Austin, restricting the areas where the vehicles can operate, and there will be no human safety driver present [4] - Tesla employees will remotely monitor the fleet to ensure safety and performance, with a gradual reduction in monitoring as confidence in the system increases [4] - Alphabet's Waymo is currently operating commercial driverless ride-hailing services, conducting 250,000 paid trips per week [3]