The reality of Tesla
I used to love Tesla, truly loved. But the current situation is really worrying. I agree that EV will be the future. But Tesla’s dominance in this field no longer exists. We have BYD, Li Auto, Xiao Peng, Rivian and a whole long lists that are eating Tesla’s market shares.
One might say what about the FSDs? I agree thats Tesla’s advantage in this field yet other EV might quickly catch up. Im not an expert. But with the new Nvidia chips, other EV companies may not need years of work,like Tesla did, and still get a compatible FSD. Not to mention the “grace period” for FSD trial means no income from FSD in next earning. Then, i think we can say Tesla’s darkest time is here.
In the long term, I understand why many bulls are saying Tesla is not an EV company because it has the robots, AI, energy….. Yet Wallstreet guys won’t consider them until they starts contributing to the cash flow of this company. Is Cyber Truck contributing a lot? No, its not even mass producing. It would’ve been a game changer for Tesla if they are the first to produce a electric truck and quickly grab the market shares.
Nevertheless, I think it will be smarter to save your cash and invest in Tesla after next earnings.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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我最可爱无敌可爱 : Why is Apple the industry leader even though it also has Xiaomi, Samsung, and Huawei
鑫博 : Let's go, don't be obsessed.
Why So SeriousOP 我最可爱无敌可爱: This is differentiated competition or the so-called “moat” of enterprises. One of Apple's moats is its unique ecology. If a person buys an Apple computer or computer, they also basically buy Ipad AirPods, etc. As a result, Apple's user stickiness is also stronger than other electronics companies. In contrast, neither Huawei nor Samsung have been able to beat Apple in terms of ecology.
Why So SeriousOP 鑫博: I think if Tesla's price drops a little more, it would be quite attractive for long-term investments
Why So SeriousOP 我最可爱无敌可爱: Let me talk about why Tesla's leading position is so bad. Although he unified the charging standards in North America, he is also a leader in the European and American market share. But now the competition is so fierce; it can only be said that if monks have more porridge and less, Tesla can't beat four feet in one punch. A price war cannot beat Chinese car companies. Behind Chinese car companies is the support of the local government. The cost itself can be lower than Tesla