ARTOTLE personal page - To The Moon

ARTOTLE

ARTOTLE

No personal profile

0Follow

0Followers

0Topic

0Badge

01:04

Sour grapes around

Where Did Tesla's Demand Go?

02-02 13:26

Another sour grape and red eye

Tesla: Once Again, It's Time To Trim

02-01 00:25

So many sour grapes around

Tesla's "Supercharged Narrative" Shreds Stock's Valuation Models

01-31 20:00

U are such a sour grape

Tesla investors express skepticism as Elon Musk promises robotaxis in Austin in June

01-31 19:01

Sour grape

Tesla's "Supercharged Narrative" Shreds Stock's Valuation Models

01-31

U sour grape???

Why Tesla Stock Was Climbing Today

01-31

Sour grape

Tesla (TSLA) Shares Skyrocket, What You Need To Know

01-29

Another sour grape

Elon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024

01-28

Sour grapes

Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals

01-28

Hope Tesla sue u

Tesla Stock Has DeepSeek Risk, Depending on How You Look at It

01-28

Another sour grape

Tesla Stock Has DeepSeek Risk, Depending on How You Look at It

01-28

Another sour grape.

Goldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up

01-26

Copy and paste???

What Analysts Think of Tesla Stock Ahead of Earnings

01-26

Why is every article saying the same thing over and.over again????

What Analysts Think of Tesla Stock Ahead of Earnings

01-24

Don't be a sour grape. And don't stir shit here...FO

Could Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?

01-21

So many sour grapes around...trying hard to talk down Tesla

Tesla Q4 Preview: Can the EV King Be Trusted?

01-21

We know the grapes very sour

Forget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains

01-17

Another sour grape and Tesla hater

Microsoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com

01-17

Sour grape article

Tesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com

01-17

Of course trump will not share with loser like u! So u can just FO

Why the Trump-Musk Bromance Won't Last -- Barrons.com

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4109249043338710","uuid":"4109249043338710","gmtCreate":1646145974219,"gmtModify":1736519514375,"name":"ARTOTLE","pinyin":"artotle","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":27,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":399321319932528,"gmtCreate":1738515865815,"gmtModify":1738515869264,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes around","listText":"Sour grapes around","text":"Sour grapes around","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399321319932528","repostId":"2508357511","repostType":2,"repost":{"id":"2508357511","kind":"highlight","pubTimestamp":1738502100,"share":"https://ttm.financial/m/news/2508357511?lang=&edition=fundamental","pubTime":"2025-02-02 21:15","market":"us","language":"en","title":"Where Did Tesla's Demand Go?","url":"https://stock-news.laohu8.com/highlight/detail?id=2508357511","media":"Motley Fool","summary":"Market share is falling for the high-flying growth stock.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla's vehicle sales and automotive revenue both fell in 2024.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla also lost market share in North America and Europe.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>2025 will be a crucial test for the company.</div>\n</li>\n</ul><div><p>More so than any other American company, <strong>Tesla </strong><span>(TSLA<span> 1.08%</span>)</span> deserves credit for making the electric vehicle (EV) industry viable. After decades or even generations of talk about an electric car, Tesla has taken the concept mainstream, scaling production and turning a tidy profit against long odds, defying expectations.</p><p>That success in an industry that many think will eventually supplant traditional combustion vehicles, along with its big promises about autonomy, has allowed Tesla to earn a sky-high valuation and a market cap now well over $1 trillion, which compares to peers like <strong>General Motors </strong>and <strong>Ford </strong>that trade at single-digit multiples of their earnings.</p><p>According to the stock chart below, things continue to look good for Tesla. As you can see, the stock has jumped 56% since the end of 2023, overcoming an earlier setback last year.</p><p><img src=\"https://media.ycharts.com/charts/997f8c8c9ff67180837bdf1f3820def0.png\"/>TSLA data by YCharts.</p><p>However, now that Tesla's full-year results are in for 2024, a look at the numbers indicates that the business is much weaker than the stock surge indicates, and according to one number, Tesla could be in serious trouble.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805819%2Ftesla-cybertruck-road.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-cybertruck-road.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-cybertruck-road.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-cybertruck-road.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Tesla.</p></div><h2>Tesla's declining auto sales</h2><p>Investors already knew that Tesla's vehicle sales fell in 2024, declining by 1.1% to 1.79 million, but the EV titan just confirmed that automotive revenue was also down last year, down 6% to $77.1 billion. Total revenue still rose 1% this year to $97.7 billion thanks to growth in its energy storage and generation business, and services, which are primarily software-based. But vehicles are the core component of the business, and its services, which made up $10.5 billion in revenue, depend on them as well. </p><div><div><div></div></div></div><p>Tesla's decline in automotive revenue means that both volume sales of its vehicles and average selling price declined. This occurred even as it rolled out the new Cybertruck, presumably expanding its production capabilities as well.</p><p>Tesla lowered prices on its vehicles last year. It's not fully clear why, but typically businesses lower prices to stay competitive with the market and move inventory, and those rules apply to Tesla as well. According to conventional laws of economics, when prices fall, demand is supposed to go up, but that's not what happened with Tesla. Instead, demand continued to fall.</p><div></div><p>CEO Elon Musk has complained time and again about the impact of high interest rates on demand, but high interest rates have affected all automakers equally. Tesla acknowledged in its fourth-quarter earnings report that \"Affordability remains top of mind for customers.\"</p><p>As the chart below shows, Tesla's market share among all vehicles, not just EVs, has fallen over the last year in North America and Europe, while it's risen slightly in China, the world's largest EV market.</p><div><div><div></div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805819%2Ftesla-market-share-chart.png&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-market-share-chart.png&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-market-share-chart.png&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-market-share-chart.png&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Tesla.</p></div><p>As you can see, Tesla's market share has plateaued over the last two years and even begun to decline. The company's challenges extend beyond the general slowdown in the electric vehicle market; it's also losing overall market share in the automotive industry.</p><p>There isn't a clear reason for that plateau, though there are several factors that seem to have caused it. Those include increasing competition from other EV makers, a base of early adopters for EVs that seems exhausted, concerns about range and charging, and perhaps some brand fatigue, especially as Tesla has been slow to update its fleet, unlike traditional automakers that release new models every year.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"224257\" :show_benchmark_compare=\"false\" amount_change=\"4.32\" average_volume=\"90,265,918\" company_name=\"Tesla\" current_price=\"404.60\" daily_high=\"419.99\" daily_low=\"401.34\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"488.54\" fifty_two_week_low=\"138.80\" gross_margin=\"17.86\" logo=\"https://g.foolcdn.com/art/companylogos/mark/TSLA.png\" market_cap=\"$1.3T\" pe_ratio=\"198.50\" percent_change=\"1.08\" symbol=\"TSLA\" volume=\"83,568,219\"></app></div><h2>Can Tesla return to growth?</h2><p>Musk continues to make big promises around autonomy, and if Tesla pulls off full self-driving and robotaxis the way he envisions it, the current pause in growth won't matter. The market, however, seems to be overlooking the evident challenges the company is facing.</p><p>Tesla said it has a capacity of three million vehicles, and it expects to return to vehicle growth in 2025, though it didn't give specific numbers. Analysts expect 19% revenue growth this year, most of which should come from vehicle growth.  </p><div><div><div></div></div></div><p>For now, investors seem to trust Musk as the stock rose after hours in spite of missing estimates, but Tesla could have a long way to fall if demand continues to be challenged. Given its lofty valuation, Tesla stock seems to have more to lose than to gain at this point.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where Did Tesla's Demand Go?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Did Tesla's Demand Go?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/02/02/where-did-teslas-demand-go/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's vehicle sales and automotive revenue both fell in 2024.\n\n\n\n\n\n\n\nTesla also lost market share in North America and Europe.\n\n\n\n\n\n\n\n2025 will be a crucial test for the company.\n\nMore so than any ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/02/02/where-did-teslas-demand-go/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSYW.SI":"TESLA 3xLongSG261006","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4551":"寇图资本持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","BK4543":"AI","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://www.fool.com/investing/2025/02/02/where-did-teslas-demand-go/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508357511","content_text":"Tesla's vehicle sales and automotive revenue both fell in 2024.\n\n\n\n\n\n\n\nTesla also lost market share in North America and Europe.\n\n\n\n\n\n\n\n2025 will be a crucial test for the company.\n\nMore so than any other American company, Tesla (TSLA 1.08%) deserves credit for making the electric vehicle (EV) industry viable. After decades or even generations of talk about an electric car, Tesla has taken the concept mainstream, scaling production and turning a tidy profit against long odds, defying expectations.That success in an industry that many think will eventually supplant traditional combustion vehicles, along with its big promises about autonomy, has allowed Tesla to earn a sky-high valuation and a market cap now well over $1 trillion, which compares to peers like General Motors and Ford that trade at single-digit multiples of their earnings.According to the stock chart below, things continue to look good for Tesla. As you can see, the stock has jumped 56% since the end of 2023, overcoming an earlier setback last year.TSLA data by YCharts.However, now that Tesla's full-year results are in for 2024, a look at the numbers indicates that the business is much weaker than the stock surge indicates, and according to one number, Tesla could be in serious trouble.Image source: Tesla.Tesla's declining auto salesInvestors already knew that Tesla's vehicle sales fell in 2024, declining by 1.1% to 1.79 million, but the EV titan just confirmed that automotive revenue was also down last year, down 6% to $77.1 billion. Total revenue still rose 1% this year to $97.7 billion thanks to growth in its energy storage and generation business, and services, which are primarily software-based. But vehicles are the core component of the business, and its services, which made up $10.5 billion in revenue, depend on them as well. Tesla's decline in automotive revenue means that both volume sales of its vehicles and average selling price declined. This occurred even as it rolled out the new Cybertruck, presumably expanding its production capabilities as well.Tesla lowered prices on its vehicles last year. It's not fully clear why, but typically businesses lower prices to stay competitive with the market and move inventory, and those rules apply to Tesla as well. According to conventional laws of economics, when prices fall, demand is supposed to go up, but that's not what happened with Tesla. Instead, demand continued to fall.CEO Elon Musk has complained time and again about the impact of high interest rates on demand, but high interest rates have affected all automakers equally. Tesla acknowledged in its fourth-quarter earnings report that \"Affordability remains top of mind for customers.\"As the chart below shows, Tesla's market share among all vehicles, not just EVs, has fallen over the last year in North America and Europe, while it's risen slightly in China, the world's largest EV market.Image source: Tesla.As you can see, Tesla's market share has plateaued over the last two years and even begun to decline. The company's challenges extend beyond the general slowdown in the electric vehicle market; it's also losing overall market share in the automotive industry.There isn't a clear reason for that plateau, though there are several factors that seem to have caused it. Those include increasing competition from other EV makers, a base of early adopters for EVs that seems exhausted, concerns about range and charging, and perhaps some brand fatigue, especially as Tesla has been slow to update its fleet, unlike traditional automakers that release new models every year.Can Tesla return to growth?Musk continues to make big promises around autonomy, and if Tesla pulls off full self-driving and robotaxis the way he envisions it, the current pause in growth won't matter. The market, however, seems to be overlooking the evident challenges the company is facing.Tesla said it has a capacity of three million vehicles, and it expects to return to vehicle growth in 2025, though it didn't give specific numbers. Analysts expect 19% revenue growth this year, most of which should come from vehicle growth.  For now, investors seem to trust Musk as the stock rose after hours in spite of missing estimates, but Tesla could have a long way to fall if demand continues to be challenged. Given its lofty valuation, Tesla stock seems to have more to lose than to gain at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399150213501416,"gmtCreate":1738473994285,"gmtModify":1738473998095,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape and red eye","listText":"Another sour grape and red eye","text":"Another sour grape and red eye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399150213501416","repostId":"1175504218","repostType":2,"repost":{"id":"1175504218","kind":"news","pubTimestamp":1738476351,"share":"https://ttm.financial/m/news/1175504218?lang=&edition=fundamental","pubTime":"2025-02-02 14:05","market":"us","language":"en","title":"Tesla: Once Again, It's Time To Trim","url":"https://stock-news.laohu8.com/highlight/detail?id=1175504218","media":"Seeking Alpha","summary":"Let's dive in.Our Tesla FrameworkIn case you missed our earlier articles on TSLA, here's a quick summary of how we see the stock. Normally, we'd skip writing a section like this, but TSLA is a very volatile, speculative bet, and many investors look at the financials and see entirely different things. Thus, we think it's necessary, first, to establish how we think about the company.In short, we see TSLA as an advanced manufacturing firm, mostly producing cars. Sure, TSLA also manufactures batteri","content":"<html><head></head><body><h2 id=\"id_2350035770\">Summary</h2><ul style=\"\"><li><p>We initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.</p></li><li><p>Then, we upgraded Tesla in April 2024 after the market appeared too negative on shares. Since, the stock has risen 126%, driven by speculation around Robotaxis and autonomous driving.</p></li><li><p>Now, Tesla appears overvalued again. We recommend trimming TSLA from your portfolio due to overly optimistic projections around “future products”.</p></li><li><p>We&#39;re downgrading TSLA to a Sell.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc1cd3d3c3dd57b72a9ddb8d4037dbd\" alt=\"White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.\" title=\"White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.\" tg-width=\"750\" tg-height=\"500\"/><span>White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.</span></p><p></p><p>Of all the stocks we&#39;ve covered here on Seeking Alpha, we&#39;re particularly proud of our track record when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA).</p><p>Our coverage began on the stock in November 2023, when we called the stock a <strong>Sell</strong> based on the company&#39;s slowing growth and lack of progress on key initiatives. At the time, the multiple seemed a bit rich for the company&#39;s output, so we came out as bears:</p><ul style=\"\"><li><p>Tesla: The Range Of Outcomes Is Narrowing; That&#39;s A Bad Thing.</p></li></ul><p>From that point, the stock <strong>fell roughly 31%</strong>, until we upgraded it on April 9th, 2024.</p><p>At that point, shares seemed unduly beat up, in our view, and we upgraded TSLA:</p><ul style=\"\"><li><p>Tesla: When The Time Comes To Buy, You Won&#39;t Want To (Rating Upgrade).</p></li></ul><p>Since then, the stock is <strong>back up roughly 126%</strong>, in which time we put out another bullish article about Robotaxis, arguing that speculation around future gains in autonomous driving and Optimus could drive continued appreciation for investors:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5581c8a7e68cb36fb694d47a44ae5139\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"412\"/><span>TSLA</span></p><p></p><p>All of this is to say that we feel like we have a “good bead” on the company&#39;s valuation and business dynamics.</p><p>From that frame, we feel that the stock has once again become &#39;too expensive&#39;, and it appears as though it could be time, once again, to trim.</p><p><strong>Today</strong>, we&#39;ll cover the recent earnings report, examine the stock&#39;s lofty valuation, and explain why, on balance, we think it&#39;s time to begin pruning TSLA out of your portfolio — at least for now.</p><p>Sound good? Let&#39;s dive in.</p><h2 id=\"id_4071302040\">Our Tesla Framework</h2><p>In case you missed our earlier articles on TSLA, here&#39;s a quick summary of how we see the stock. Normally, we&#39;d skip writing a section like this, but TSLA is a very volatile, <strong>speculative</strong> bet, and many investors look at the financials and see entirely different things. Thus, we think it&#39;s necessary, first, to establish how we think about the company.</p><p>In short, we see TSLA as an advanced manufacturing firm, <strong>mostly</strong> producing cars. Sure, TSLA also manufactures batteries and other components in its <strong>Energy</strong> segment, but at its heart, the firm is an automotive company.</p><p>Why? Because this is where most of TSLA&#39;s financial results are derived. A massive chunk of the company&#39;s revenues come from the automotive segment, which means that this is a natural point of comparison for analysts:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93a2427e63efa5746b2965c9ceb9e2e4\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"80\"/><span>TSLA</span></p><p></p><p>Thus, when contrasted with competitors, Tesla&#39;s $1.3 trillion valuation can be very challenging to comprehend.</p><p>In our view, this valuation difference vs. peers is largely down to TSLA&#39;s “upcoming” product launches, mainly <strong>full self-drive (“FSD”) &amp; Robotaxis</strong>, and <strong>Optimus</strong> (the robot):</p><blockquote><p></p><p>A significant portion of Tesla&#39;s current value is tied to higher margin, non-automotive, [&#39;future&#39;] products like Robotaxi, Dojo, and Optimus.</p><p>We&#39;d estimate that about 80% of TSLA&#39;s &#39;future product&#39; value is perceived to be in the Robotaxi segment, as it is the closest to &#39;production&#39; and the most natural extension of TSLA&#39;s current business.</p><p>If you take this estimate at face value, then it means [robotaxis are] likely incredibly consequential for <strong>~65% of TSLA&#39;s market cap </strong>or about $500 billion in shareholder value.</p></blockquote><p>This estimate was from October. Since then, TSLA has rallied more than 60% while financial results have largely remained flat, which signals that basically <strong>all of this appreciation</strong> has been due to <strong>investors assigning a higher multiple</strong> to these future product launches.</p><p>For TSLA, we see two main camps within the analyst community. There are those that see the stock as a purely “car” company (and thus, overvalued), and those that see it as an advanced manufacturer of the future, including automated cars, robots, software, energy solutions, and more (which would make it undervalued).</p><p>We sit somewhere in the middle. TSLA is clearly an automotive company right now, but if the company can execute — which they have proven that they can — then there could be significantly more value that gets unlocked for investors in coming years.</p><p>As sentiment around the company shifts, our “middle of the road” understanding gives us a leg up in identifying when things &#39;extend&#39; too far in one direction or the other, which is precisely what we think we see right now.</p><h2 id=\"id_2739569595\">Tesla&#39;s Q4</h2><p>Looking at the most recent quarter, Tesla turned in what most are collectively calling a “stinker.”</p><p>Revenue came in as a massive miss, and the firm&#39;s top-line growth also left much to be desired. EPS also came in below expectations, albeit slightly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c450991d7c204335d448252a6501dcd8\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"389\"/><span>TSLA</span></p><p></p><p>All in all, it was a pretty dismal showing.</p><p>Of particular note was the company&#39;s considerable drop in TTM net income, which is largely due to TSLA&#39;s car pricing strategy (cutting) having a continued impact on margins:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab5185ab57962b8842cdd2391d696294\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"410\"/><span>TSLA</span></p><p></p><p>These tactical pricing changes are meant to keep TSLA car volumes up, but it has put serious pressure on gross margins over time.</p><p>In other words, <strong>competition</strong> is heating up, materializing, and eating into investor&#39;s bottom-line returns:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c65e31186dd1af096afe7c1045b3cba\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"302\"/><span>TSLA</span></p><p></p><p>For much of TSLA&#39;s run over the last 5 years, many bulls have argued that the company&#39;s product was differentiated enough to warrant a higher multiple, on the back of structurally higher margins. However, now, this doesn&#39;t appear to be the case.</p><p>Granted, some decline in TTM net income is from the drop-off of a positive Q4 in 2023 which had a huge, unusual tax item, but even adjusted for that, TSLA&#39;s <strong>net income is still down double-digit percentages</strong>.</p><p>Trump&#39;s cutting of EV incentives only presents further headwinds to the business.</p><p>Similarly, TSLA&#39;s profitability would be down <strong>even more</strong> without Bitcoin. As we can see from the 10K, a material percentage of TSLA&#39;s $7.1 billion in net income is from an increase in the fair value of the firm&#39;s total Bitcoin holdings (emphasis added):</p><blockquote><p>Other income (expense), net, changed favorably by <strong>$523 million</strong> in the year ended December 31, 2024 as compared to the year ended December 31, 2023 primarily due to remeasurement of our bitcoin digital assets to fair value in 2024.</p></blockquote><p>Overall, it&#39;s not a pretty picture for the core business.</p><p>Bulls might say that these pricing headwinds are transient, or that the consumer environment is cyclical, but we&#39;d counter by saying <strong>hey, that&#39;s the car business</strong>.</p><p>In other words, maybe Tesla <em>isn&#39;t</em> that different from competitors when it comes to making and selling cars.</p><h2 id=\"id_3009924548\">The Valuation</h2><p>But what is Tesla worth?</p><p>If you slap on car industry averages to Tesla&#39;s financial results, then you&#39;re looking at a P/E of ~7x and a P/S of roughly 0.6x:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/816000a0e759e7a6c468d88f42c1758c\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"176\"/><span>TSLA</span></p><p></p><p>This would output a market cap between roughly ~$49 billion and ~$57 billion. Considering the current market cap of <strong><em>$1.28 trillion</em></strong>, the market clearly doesn&#39;t agree with this framing.</p><p>Looking now at the earnings call, TSLA management heavily, <strong>heavily</strong> focused on the company&#39;s future product lines — mainly Optimus and robotaxis (emphasis added):</p><blockquote><p></p><p>We made many critical investments in 2024 in manufacturing AI and robotics that will bear <strong>immense</strong> fruit in the future, <strong>immense</strong>.</p><p>Like it&#39;s, in fact, to such a scale that it is difficult to comprehend. And I&#39;ve said this before, and I&#39;ll stand by it. I see a path, I&#39;m not saying it&#39;s an easy path, but I see a path for <strong>Tesla being the most valuable company in the world by far</strong>, not even close.</p><p>Like, maybe several times more than, I mean, there is a path where <strong>Tesla is worth more than the next top five companies combined</strong>. There&#39;s a path to that. I mean, I think it&#39;s like an incredibly, just like a difficult path, but it is an achievable path.</p><p>So -- and that is overwhelmingly due to <strong>autonomous vehicles</strong> and autonomous <strong>humanoid robots</strong>.</p></blockquote><p>What a sales pitch!</p><p>To us, <strong>this</strong> makes Tesla&#39;s <em>story</em> “clear.” For investors, this is clearly where the value is coming from. The core business isn&#39;t growing much anymore as the market saturates and competition heats up — fine.</p><p>However, the company&#39;s balance sheet is strong, and as long as there&#39;s serious potential in TSLA&#39;s new businesses, then the stock gets the premium.</p><p>From this point, it&#39;s a “show me” story.</p><p>For our money, investors are too optimistic about this future.</p><p>In our previous article, we laid out what an <strong>incredibly</strong> optimistic bull case for what Robotaxis could be worth, assuming that they launched this year:</p><blockquote><p></p><p>In this model, adoption is slow to start, but quickly scales as users join the network and make their idle Teslas earn while they sleep.</p><p>Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b20aed07e35218fcce1a3d01c41ccfb0\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"199\"/><span>TSLA</span></p><p style=\"text-align: left;\"><strong>PropNotes</strong></p><p>In this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.</p><p>This scenario would represent a 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA&#39;s stock.</p><p>This works out to a share price of roughly <strong>$345 per share</strong>.</p></blockquote><p>Under this optimistic scenario, robotaxis launch immediately and gain market share quickly. In that case, we&#39;d argue Tesla is maybe worth $345 per share. Currently, the stock is trading at around $400, and robotaxis aren&#39;t expected until June, in a single city (Austin).</p><p>To us, this shows undue optimism, part of which may be caused by statements like this from management around the new product lines (emphasis added):</p><blockquote><p></p><p>I&#39;ve -- some of these things I&#39;ve said for quite a long time and I know people said, well, Elon is the boy who cried wolf-like several times but I&#39;m telling you there&#39;s a damn wolf this time and you can drive it. In fact, it can drive you. <strong>It&#39;s a self-driving wolf</strong>.</p><p>These things that already exist with no incremental cost change, just a software update, now have five times or more utility than they currently have. I think this will be the <strong>largest asset value increase in human history</strong>. Maybe there&#39;s something bigger, but I just don&#39;t know what it is. And so people who look in the rearview mirror are looking for past precedent, except I don&#39;t think there is one.</p><p>I think long-term, Optimus will be -- Optimus has the potential to be north of <strong><em>$10 trillion in revenue</em></strong>. Like, it&#39;s really bananas.</p></blockquote><p>All told, we don&#39;t expect that within a few years&#39; time, TSLA will be raking in 1/10th of global GDP in revenues on a single product alone.</p><h2 id=\"id_3741566877\">Summary</h2><p>Thus, we come to our summary of Tesla.</p><p>At this price, there&#39;s potentially significant value in the company&#39;s future projects, as the market has shown, but at present, the valuation of those projects appears too speculative.</p><p>Overall, this mispricing means that investors should consider selling out of their stakes and waiting to buy lower. If the past is anything to go by, you&#39;ll get your chance to do just that.</p><p>Cheers!</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Once Again, It's Time To Trim</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Once Again, It's Time To Trim\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 14:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.Then, we upgraded Tesla in April 2024 after the market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175504218","content_text":"SummaryWe initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.Then, we upgraded Tesla in April 2024 after the market appeared too negative on shares. Since, the stock has risen 126%, driven by speculation around Robotaxis and autonomous driving.Now, Tesla appears overvalued again. We recommend trimming TSLA from your portfolio due to overly optimistic projections around “future products”.We're downgrading TSLA to a Sell.White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.Of all the stocks we've covered here on Seeking Alpha, we're particularly proud of our track record when it comes to Tesla, Inc. (NASDAQ:TSLA).Our coverage began on the stock in November 2023, when we called the stock a Sell based on the company's slowing growth and lack of progress on key initiatives. At the time, the multiple seemed a bit rich for the company's output, so we came out as bears:Tesla: The Range Of Outcomes Is Narrowing; That's A Bad Thing.From that point, the stock fell roughly 31%, until we upgraded it on April 9th, 2024.At that point, shares seemed unduly beat up, in our view, and we upgraded TSLA:Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade).Since then, the stock is back up roughly 126%, in which time we put out another bullish article about Robotaxis, arguing that speculation around future gains in autonomous driving and Optimus could drive continued appreciation for investors:TSLAAll of this is to say that we feel like we have a “good bead” on the company's valuation and business dynamics.From that frame, we feel that the stock has once again become 'too expensive', and it appears as though it could be time, once again, to trim.Today, we'll cover the recent earnings report, examine the stock's lofty valuation, and explain why, on balance, we think it's time to begin pruning TSLA out of your portfolio — at least for now.Sound good? Let's dive in.Our Tesla FrameworkIn case you missed our earlier articles on TSLA, here's a quick summary of how we see the stock. Normally, we'd skip writing a section like this, but TSLA is a very volatile, speculative bet, and many investors look at the financials and see entirely different things. Thus, we think it's necessary, first, to establish how we think about the company.In short, we see TSLA as an advanced manufacturing firm, mostly producing cars. Sure, TSLA also manufactures batteries and other components in its Energy segment, but at its heart, the firm is an automotive company.Why? Because this is where most of TSLA's financial results are derived. A massive chunk of the company's revenues come from the automotive segment, which means that this is a natural point of comparison for analysts:TSLAThus, when contrasted with competitors, Tesla's $1.3 trillion valuation can be very challenging to comprehend.In our view, this valuation difference vs. peers is largely down to TSLA's “upcoming” product launches, mainly full self-drive (“FSD”) & Robotaxis, and Optimus (the robot):A significant portion of Tesla's current value is tied to higher margin, non-automotive, ['future'] products like Robotaxi, Dojo, and Optimus.We'd estimate that about 80% of TSLA's 'future product' value is perceived to be in the Robotaxi segment, as it is the closest to 'production' and the most natural extension of TSLA's current business.If you take this estimate at face value, then it means [robotaxis are] likely incredibly consequential for ~65% of TSLA's market cap or about $500 billion in shareholder value.This estimate was from October. Since then, TSLA has rallied more than 60% while financial results have largely remained flat, which signals that basically all of this appreciation has been due to investors assigning a higher multiple to these future product launches.For TSLA, we see two main camps within the analyst community. There are those that see the stock as a purely “car” company (and thus, overvalued), and those that see it as an advanced manufacturer of the future, including automated cars, robots, software, energy solutions, and more (which would make it undervalued).We sit somewhere in the middle. TSLA is clearly an automotive company right now, but if the company can execute — which they have proven that they can — then there could be significantly more value that gets unlocked for investors in coming years.As sentiment around the company shifts, our “middle of the road” understanding gives us a leg up in identifying when things 'extend' too far in one direction or the other, which is precisely what we think we see right now.Tesla's Q4Looking at the most recent quarter, Tesla turned in what most are collectively calling a “stinker.”Revenue came in as a massive miss, and the firm's top-line growth also left much to be desired. EPS also came in below expectations, albeit slightly.TSLAAll in all, it was a pretty dismal showing.Of particular note was the company's considerable drop in TTM net income, which is largely due to TSLA's car pricing strategy (cutting) having a continued impact on margins:TSLAThese tactical pricing changes are meant to keep TSLA car volumes up, but it has put serious pressure on gross margins over time.In other words, competition is heating up, materializing, and eating into investor's bottom-line returns:TSLAFor much of TSLA's run over the last 5 years, many bulls have argued that the company's product was differentiated enough to warrant a higher multiple, on the back of structurally higher margins. However, now, this doesn't appear to be the case.Granted, some decline in TTM net income is from the drop-off of a positive Q4 in 2023 which had a huge, unusual tax item, but even adjusted for that, TSLA's net income is still down double-digit percentages.Trump's cutting of EV incentives only presents further headwinds to the business.Similarly, TSLA's profitability would be down even more without Bitcoin. As we can see from the 10K, a material percentage of TSLA's $7.1 billion in net income is from an increase in the fair value of the firm's total Bitcoin holdings (emphasis added):Other income (expense), net, changed favorably by $523 million in the year ended December 31, 2024 as compared to the year ended December 31, 2023 primarily due to remeasurement of our bitcoin digital assets to fair value in 2024.Overall, it's not a pretty picture for the core business.Bulls might say that these pricing headwinds are transient, or that the consumer environment is cyclical, but we'd counter by saying hey, that's the car business.In other words, maybe Tesla isn't that different from competitors when it comes to making and selling cars.The ValuationBut what is Tesla worth?If you slap on car industry averages to Tesla's financial results, then you're looking at a P/E of ~7x and a P/S of roughly 0.6x:TSLAThis would output a market cap between roughly ~$49 billion and ~$57 billion. Considering the current market cap of $1.28 trillion, the market clearly doesn't agree with this framing.Looking now at the earnings call, TSLA management heavily, heavily focused on the company's future product lines — mainly Optimus and robotaxis (emphasis added):We made many critical investments in 2024 in manufacturing AI and robotics that will bear immense fruit in the future, immense.Like it's, in fact, to such a scale that it is difficult to comprehend. And I've said this before, and I'll stand by it. I see a path, I'm not saying it's an easy path, but I see a path for Tesla being the most valuable company in the world by far, not even close.Like, maybe several times more than, I mean, there is a path where Tesla is worth more than the next top five companies combined. There's a path to that. I mean, I think it's like an incredibly, just like a difficult path, but it is an achievable path.So -- and that is overwhelmingly due to autonomous vehicles and autonomous humanoid robots.What a sales pitch!To us, this makes Tesla's story “clear.” For investors, this is clearly where the value is coming from. The core business isn't growing much anymore as the market saturates and competition heats up — fine.However, the company's balance sheet is strong, and as long as there's serious potential in TSLA's new businesses, then the stock gets the premium.From this point, it's a “show me” story.For our money, investors are too optimistic about this future.In our previous article, we laid out what an incredibly optimistic bull case for what Robotaxis could be worth, assuming that they launched this year:In this model, adoption is slow to start, but quickly scales as users join the network and make their idle Teslas earn while they sleep.Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:TSLAPropNotesIn this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.This scenario would represent a 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA's stock.This works out to a share price of roughly $345 per share.Under this optimistic scenario, robotaxis launch immediately and gain market share quickly. In that case, we'd argue Tesla is maybe worth $345 per share. Currently, the stock is trading at around $400, and robotaxis aren't expected until June, in a single city (Austin).To us, this shows undue optimism, part of which may be caused by statements like this from management around the new product lines (emphasis added):I've -- some of these things I've said for quite a long time and I know people said, well, Elon is the boy who cried wolf-like several times but I'm telling you there's a damn wolf this time and you can drive it. In fact, it can drive you. It's a self-driving wolf.These things that already exist with no incremental cost change, just a software update, now have five times or more utility than they currently have. I think this will be the largest asset value increase in human history. Maybe there's something bigger, but I just don't know what it is. And so people who look in the rearview mirror are looking for past precedent, except I don't think there is one.I think long-term, Optimus will be -- Optimus has the potential to be north of $10 trillion in revenue. Like, it's really bananas.All told, we don't expect that within a few years' time, TSLA will be raking in 1/10th of global GDP in revenues on a single product alone.SummaryThus, we come to our summary of Tesla.At this price, there's potentially significant value in the company's future projects, as the market has shown, but at present, the valuation of those projects appears too speculative.Overall, this mispricing means that investors should consider selling out of their stakes and waiting to buy lower. If the past is anything to go by, you'll get your chance to do just that.Cheers!","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398604329042488,"gmtCreate":1738340732254,"gmtModify":1738340735860,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So many sour grapes around","listText":"So many sour grapes around","text":"So many sour grapes around","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398604329042488","repostId":"1144622176","repostType":2,"repost":{"id":"1144622176","kind":"news","pubTimestamp":1738320756,"share":"https://ttm.financial/m/news/1144622176?lang=&edition=fundamental","pubTime":"2025-01-31 18:52","market":"us","language":"en","title":"Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models","url":"https://stock-news.laohu8.com/highlight/detail?id=1144622176","media":"Bloomberg","summary":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and","content":"<html><head></head><body><ul style=\"\"><li><p>Shares rose almost 3% even though earnings, revenue fell short</p></li><li><p>Stock ‘completely divorced from fundamentals,’ JPMorgan says</p></li></ul><p>Tesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.</p><p style=\"text-align: start;\">The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.</p><p style=\"text-align: start;\">That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2711d38e731c957baf21488bee950263\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.</p><p>The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.</p><p style=\"text-align: start;\">“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”</p><p style=\"text-align: start;\">Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.</p><p style=\"text-align: start;\">Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.</p><p style=\"text-align: start;\">Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.</p><p style=\"text-align: start;\">Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.</p><p style=\"text-align: start;\">Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.</p><p style=\"text-align: start;\">“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”<br/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 18:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144622176","content_text":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398538393956864,"gmtCreate":1738324824100,"gmtModify":1738324962419,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"U are such a sour grape","listText":"U are such a sour grape","text":"U are such a sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398538393956864","repostId":"2507956526","repostType":2,"repost":{"id":"2507956526","kind":"highlight","pubTimestamp":1738321252,"share":"https://ttm.financial/m/news/2507956526?lang=&edition=fundamental","pubTime":"2025-01-31 19:00","market":"us","language":"en","title":"Tesla investors express skepticism as Elon Musk promises robotaxis in Austin in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2507956526","media":"Yahoo Finance","summary":"Robotaxis \"in the wild\" by this summer — that's Tesla  CEO Elon Musk's latest promise to investors.\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's earnings call Wednesday. \"This is not some far off, mythical situation, it's literally five, six, months away.\". Musk, for nearly a decade now, has claimed his company had the hardware needed to deliver full self-driving vehicles.2016: Musk claimed every car Tesla was building had the hardware required for Full Self Driving .2019: Musk promised a fleet 1 million robotaxis would be on the roads by 2020.2020: Musk claimed FSD would be “feature complete” by the end of the year.\"2024 was a lackluster end to a very difficult year for Tesla,\" a Tesla investor, who asked to remain anonymous, told Yahoo Finance.\"After years of false promises you just get to a point where its like 'show me the money,'\" Tesla investor Ross Gerber, who co-founded investment firm Gerber Kawasaki, told Yahoo Finance. \"I'm jus","content":"<html><body><p>Robotaxis \"in the wild\" by this summer — that's Tesla (TSLA) CEO Elon Musk's latest promise to investors. </p>\n<p>\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's earnings call Wednesday. \"This is not some far off, mythical situation, it's literally five, six, months away.\"</p>\n<p>Musk, for nearly a decade now, has claimed his company had the hardware needed to deliver full self-driving vehicles.</p>\n<ul>\n<li><p>2016: Musk claimed every car Tesla was building had the hardware required for Full Self Driving (FSD).</p></li>\n<li><p>2019: Musk promised a fleet 1 million robotaxis would be on the roads by 2020.</p></li>\n<li><p>2020: Musk claimed FSD would be “feature complete” by the end of the year.</p></li>\n<li><p>2021: Musk said it's \"looking quite likely\" that it'll achieve FSD next year.</p></li>\n</ul>\n<p>Now, investors are questioning whether Musk is again being a hopeless optimist or if autonomous Teslas are another grand promise that we'll never see.</p>\n<p>\"2024 was a lackluster end to a very difficult year for Tesla,\" a Tesla investor, who asked to remain anonymous, told Yahoo Finance. </p>\n<p>\"The big challenge now is how quickly can they get a sub $30,000 car to market, and how quickly can they get permitting to launch full self driving in Austin. It appears that investors are starting to lose patience and Tesla is going to have to focus to get those two.\"</p>\n<p>On Wednesday, Tesla announced worst-than-expected Q4 earnings. Revenue for the EV maker slightly increased to $25.17 billion — up just 2% year over year. Automotive revenue fell to $19.8 billion from $21.56 billion in the year ago quarter. </p>\n<p>Its operating income dropped 23% to $1.58 billion. Tesla said the decrease was mainly due to increased expenses with artificial intelligence and other R&amp;D projects as well as lower vehicles prices. </p>\n<p>Yet Musk boasted about an “epic 2026 and a ridiculously good ’27 and ’28.” Musk said he's confident FSD-enabled EVs will be available in California later this year, plus \"many other regions,\" after the Austin launch.  </p>\n<p>The billionaire unveiled Cybercabs at a glitzy event in October. Test cars drove investors, executives, and analysts around a Warner Bros. studio lot in Burbank. The car showcased no steering wheel, no pedals, and no human in the front seat. </p>\n<p>Musk said Tesla currently has hundreds of Tesla cars operating autonomously at its Fremont factory. He plans for FSD-enabled Teslas to launch as a paid ride share service. The Cybercabs themselves are not projected to arrive in 2025. </p>\n<div></div>\n<p>In its earnings report, Tesla revealed that FSD, which is currently only allowed to be used to assist driving, contributed $596 million in revenue in 2024. Tesla is behind Google (GOOGL, GOOG), who was first to market with Waymo (they're operating as robotaxis in multiple cities). </p>\n<p>\"After years of false promises you just get to a point where its like 'show me the money,'\" Tesla investor Ross Gerber, who co-founded investment firm Gerber Kawasaki, told Yahoo Finance. \"I'm just not convinced. He doesn't want people focusing on the short term and what's happening today because it's not good.\"</p>\n<p>Gerber says he thinks by 2026 there will be Tesla Cybercabs with LiDAR (light detection and ranging) — a technology that Musk has dismissed but others use. Instead, Tesla rely on artificial intelligence and cameras to guide the cars.</p>\n<p>Today's regulation around autonomous vehicles vary state-by-state. Roughly half of U.S. states have their own set of statutes for autonomous transportation. Legal experts tell Yahoo Finance that Musk will have to navigate a regulatory maze to deliver on his FSD promise.</p>\n<p>\"The thrust of the claims in this space have been one that outpaces the reality of their introduction,\" Cary Coglianese, a law professor at the University of Pennsylvania, said. \"So we've had a lot more hype over self-driving vehicles and how they'd be introduced then we have seen actually rollout.\"</p>\n<p>Coglianese says it's a more complex puzzle than some in the industry have led on — not only technically, but socially and psychologically.</p>\n<p>\"It's also true that so far we've seen the rollout of Waymo in low speed settings more so than highways,\" Coglianese said. \"Quite frankly regulators and society will have to grapple with that — is the technical performance where we want it to be and is the public accepting of this form of transportation?\"</p>\n<div></div>\n<p>According to data from the city of Austin, Waymo has already deployed there. Amazon's (AMZN) Zoox, Volkswagen (VWAGY), and startup AVRide are currently testing in the city. And Hyundai (HYMTF) is in the mapping phase.</p>\n<p>\"Musk wants to demonstrate to investors that this is monetizable,\" Albany Law School professor, Ted De Barbieri, said. \"I imagine that selling it as a paid service rather than just an add-on to people who are buying Teslas might be able to demonstrate to the market that the value of the technology is a certain amount — which could be useful in bumping up the share price.\"</p>\n<p>Also playing out is Musk's public bromance with President Donald Trump. The billionaire used his massive wealth to help Trump return to the White House, and has been appointed to head the newly created DOGE (Department of Government Efficiency). </p>\n<p>Many wonder if Trump will carry out a deregulation agenda. In November reports suggested that Trump was looking to ease regulation and create a federal framework for self-driving. </p>\n<p>\"It's certainly possible in the first 100 days of this new administration that we could see the White House pushing congress to adopting federal safety legislation,\" De Barbieri said. \"Whether this administration will put its political capital behind behind that legislation is unclear.\"</p>\n<p>William Blair analyst Jed Dorsheimer wrote on Thursday that he has \"learned to tack 6 to 12 months on Musk's full self-driving (FSD) optimism.\"</p>\n<p>Morgan Stanley analyst Adam Jonas wrote in a note following earnings that while 80% of Tesla's revenue is from automotive — there was almost no discussion of that business on the call. </p>\n<p>\"Tesla's 4Q results are emblematic of a company in the transition from an automotive 'pure play' to a highly diversified play on AI and robotics,\" Jonas said. \"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage.\"</p>\n<p><em>Yasmin Khorram is a senior reporter at Yahoo Finance. Follow Yasmin on Twitter/X </em><em>@YasminKhorram</em><em> and on </em><em>LinkedIn</em><em>. Send newsworthy tips to Yasmin: </em><em>yasmin.khorram@yahooinc.com</em></p>\n<p><strong>Click here for the latest technology news that will impact the stock market</strong></p>\n<p><strong>Read the latest financial and business news from Yahoo Finance</strong></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla investors express skepticism as Elon Musk promises robotaxis in Austin in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla investors express skepticism as Elon Musk promises robotaxis in Austin in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-investors-express-skepticism-as-elon-musk-promises-robotaxis-in-austin-in-june-110052911.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Robotaxis \"in the wild\" by this summer — that's Tesla (TSLA) CEO Elon Musk's latest promise to investors. \n\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-investors-express-skepticism-as-elon-musk-promises-robotaxis-in-austin-in-june-110052911.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/tesla-investors-express-skepticism-as-elon-musk-promises-robotaxis-in-austin-in-june-110052911.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2507956526","content_text":"Robotaxis \"in the wild\" by this summer — that's Tesla (TSLA) CEO Elon Musk's latest promise to investors. \n\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's earnings call Wednesday. \"This is not some far off, mythical situation, it's literally five, six, months away.\"\nMusk, for nearly a decade now, has claimed his company had the hardware needed to deliver full self-driving vehicles.\n\n2016: Musk claimed every car Tesla was building had the hardware required for Full Self Driving (FSD).\n2019: Musk promised a fleet 1 million robotaxis would be on the roads by 2020.\n2020: Musk claimed FSD would be “feature complete” by the end of the year.\n2021: Musk said it's \"looking quite likely\" that it'll achieve FSD next year.\n\nNow, investors are questioning whether Musk is again being a hopeless optimist or if autonomous Teslas are another grand promise that we'll never see.\n\"2024 was a lackluster end to a very difficult year for Tesla,\" a Tesla investor, who asked to remain anonymous, told Yahoo Finance. \n\"The big challenge now is how quickly can they get a sub $30,000 car to market, and how quickly can they get permitting to launch full self driving in Austin. It appears that investors are starting to lose patience and Tesla is going to have to focus to get those two.\"\nOn Wednesday, Tesla announced worst-than-expected Q4 earnings. Revenue for the EV maker slightly increased to $25.17 billion — up just 2% year over year. Automotive revenue fell to $19.8 billion from $21.56 billion in the year ago quarter. \nIts operating income dropped 23% to $1.58 billion. Tesla said the decrease was mainly due to increased expenses with artificial intelligence and other R&D projects as well as lower vehicles prices. \nYet Musk boasted about an “epic 2026 and a ridiculously good ’27 and ’28.” Musk said he's confident FSD-enabled EVs will be available in California later this year, plus \"many other regions,\" after the Austin launch.  \nThe billionaire unveiled Cybercabs at a glitzy event in October. Test cars drove investors, executives, and analysts around a Warner Bros. studio lot in Burbank. The car showcased no steering wheel, no pedals, and no human in the front seat. \nMusk said Tesla currently has hundreds of Tesla cars operating autonomously at its Fremont factory. He plans for FSD-enabled Teslas to launch as a paid ride share service. The Cybercabs themselves are not projected to arrive in 2025. \n\nIn its earnings report, Tesla revealed that FSD, which is currently only allowed to be used to assist driving, contributed $596 million in revenue in 2024. Tesla is behind Google (GOOGL, GOOG), who was first to market with Waymo (they're operating as robotaxis in multiple cities). \n\"After years of false promises you just get to a point where its like 'show me the money,'\" Tesla investor Ross Gerber, who co-founded investment firm Gerber Kawasaki, told Yahoo Finance. \"I'm just not convinced. He doesn't want people focusing on the short term and what's happening today because it's not good.\"\nGerber says he thinks by 2026 there will be Tesla Cybercabs with LiDAR (light detection and ranging) — a technology that Musk has dismissed but others use. Instead, Tesla rely on artificial intelligence and cameras to guide the cars.\nToday's regulation around autonomous vehicles vary state-by-state. Roughly half of U.S. states have their own set of statutes for autonomous transportation. Legal experts tell Yahoo Finance that Musk will have to navigate a regulatory maze to deliver on his FSD promise.\n\"The thrust of the claims in this space have been one that outpaces the reality of their introduction,\" Cary Coglianese, a law professor at the University of Pennsylvania, said. \"So we've had a lot more hype over self-driving vehicles and how they'd be introduced then we have seen actually rollout.\"\nCoglianese says it's a more complex puzzle than some in the industry have led on — not only technically, but socially and psychologically.\n\"It's also true that so far we've seen the rollout of Waymo in low speed settings more so than highways,\" Coglianese said. \"Quite frankly regulators and society will have to grapple with that — is the technical performance where we want it to be and is the public accepting of this form of transportation?\"\n\nAccording to data from the city of Austin, Waymo has already deployed there. Amazon's (AMZN) Zoox, Volkswagen (VWAGY), and startup AVRide are currently testing in the city. And Hyundai (HYMTF) is in the mapping phase.\n\"Musk wants to demonstrate to investors that this is monetizable,\" Albany Law School professor, Ted De Barbieri, said. \"I imagine that selling it as a paid service rather than just an add-on to people who are buying Teslas might be able to demonstrate to the market that the value of the technology is a certain amount — which could be useful in bumping up the share price.\"\nAlso playing out is Musk's public bromance with President Donald Trump. The billionaire used his massive wealth to help Trump return to the White House, and has been appointed to head the newly created DOGE (Department of Government Efficiency). \nMany wonder if Trump will carry out a deregulation agenda. In November reports suggested that Trump was looking to ease regulation and create a federal framework for self-driving. \n\"It's certainly possible in the first 100 days of this new administration that we could see the White House pushing congress to adopting federal safety legislation,\" De Barbieri said. \"Whether this administration will put its political capital behind behind that legislation is unclear.\"\nWilliam Blair analyst Jed Dorsheimer wrote on Thursday that he has \"learned to tack 6 to 12 months on Musk's full self-driving (FSD) optimism.\"\nMorgan Stanley analyst Adam Jonas wrote in a note following earnings that while 80% of Tesla's revenue is from automotive — there was almost no discussion of that business on the call. \n\"Tesla's 4Q results are emblematic of a company in the transition from an automotive 'pure play' to a highly diversified play on AI and robotics,\" Jonas said. \"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage.\"\nYasmin Khorram is a senior reporter at Yahoo Finance. Follow Yasmin on Twitter/X @YasminKhorram and on LinkedIn. Send newsworthy tips to Yasmin: yasmin.khorram@yahooinc.com\nClick here for the latest technology news that will impact the stock market\nRead the latest financial and business news from Yahoo Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398525993275864,"gmtCreate":1738321319750,"gmtModify":1738321323447,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape","listText":"Sour grape","text":"Sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398525993275864","repostId":"1144622176","repostType":2,"repost":{"id":"1144622176","kind":"news","pubTimestamp":1738320756,"share":"https://ttm.financial/m/news/1144622176?lang=&edition=fundamental","pubTime":"2025-01-31 18:52","market":"us","language":"en","title":"Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models","url":"https://stock-news.laohu8.com/highlight/detail?id=1144622176","media":"Bloomberg","summary":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and","content":"<html><head></head><body><ul style=\"\"><li><p>Shares rose almost 3% even though earnings, revenue fell short</p></li><li><p>Stock ‘completely divorced from fundamentals,’ JPMorgan says</p></li></ul><p>Tesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.</p><p style=\"text-align: start;\">The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.</p><p style=\"text-align: start;\">That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2711d38e731c957baf21488bee950263\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.</p><p>The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.</p><p style=\"text-align: start;\">“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”</p><p style=\"text-align: start;\">Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.</p><p style=\"text-align: start;\">Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.</p><p style=\"text-align: start;\">Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.</p><p style=\"text-align: start;\">Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.</p><p style=\"text-align: start;\">Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.</p><p style=\"text-align: start;\">“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”<br/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 18:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144622176","content_text":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398314073669856,"gmtCreate":1738269781867,"gmtModify":1738269785644,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"U sour grape???","listText":"U sour grape???","text":"U sour grape???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398314073669856","repostId":"2507670447","repostType":2,"repost":{"id":"2507670447","kind":"highlight","pubTimestamp":1738265640,"share":"https://ttm.financial/m/news/2507670447?lang=&edition=fundamental","pubTime":"2025-01-31 03:34","market":"us","language":"en","title":"Why Tesla Stock Was Climbing Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2507670447","media":"Motley Fool","summary":"Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.While the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity.Tesla faces a lot of uncertainty in 2025.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>While the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla faces a lot of uncertainty in 2025.</div>\n</li>\n</ul><div><p>Shares of <strong>Tesla </strong><span>(TSLA<span> 4.11%</span>)</span> were moving higher today, overcoming a weak earnings report after CEO Elon Musk spent much of the earnings call pumping up the stock and making big promises about autonomy.</p><p>As of 1:11 p.m. ET, the stock was up 4.7% on the news.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805858%2Ftesla-model-3.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805858/tesla-model-3.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805858/tesla-model-3.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805858/tesla-model-3.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Tesla.</p></div><h2>Investors buy into the autonomy story</h2><p>Tesla's fourth-quarter numbers were disappointing and the stock was down initially after hours when it reported earnings.</p><p>For the full year, Tesla reported a decline in automotive revenue, and in the fourth quarter, overall revenue increased just 2% to $25.7 billion, which was well below the consensus at $27.1 billion. Automotive revenue was down 8% to $19.8 billion in the quarter. </p><p>On the bottom line, results also disappointed with operating margin down from 8.2% to 6.2%, while adjusted earnings per share rose from $0.71 to $0.73, missing estimates at $0.77.</p><div><div><div></div></div></div><p>Despite the weak results, investors still bid the stock higher after Musk made bold promises around autonomy and told investors that the stock could eventually be more valuable than the next five valuable companies combined.</p><p>The Tesla chief continues to be an evangelist for full self-driving and Tesla's autonomous vehicle technology, saying that 2027 and 2028 will be \"ridiculously good.\" He also said of the technology, \"The only people who are skeptical are those who have not tried it.\" </p><div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"224257\" :show_benchmark_compare=\"false\" amount_change=\"15.99\" average_volume=\"89,264,406\" company_name=\"Tesla\" current_price=\"405.09\" daily_high=\"412.50\" daily_low=\"384.41\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"488.54\" fifty_two_week_low=\"138.80\" gross_margin=\"18.23\" logo=\"https://g.foolcdn.com/art/companylogos/mark/TSLA.png\" market_cap=\"$1,249B\" pe_ratio=\"106.59\" percent_change=\"4.11\" symbol=\"TSLA\" volume=\"85,020,792\"></app></div><h2>All-in on autonomy</h2><p>Musk and the rest of Tesla management spent little time discussing the automotive business on the earnings call, instead focusing on autonomy.</p><p>Tesla didn't give specific guidance, but it did call for the vehicle business to return to growth in 2025, though it noted it wasn't fully switching new production to its next-generation platform, which means it won't be able to lower costs as much as it hoped.</p><div><div><div></div></div></div><p>The company still faces a lot of uncertainty in 2025, but investors seem to be buying into the autonomy story. If Tesla can take steps toward full autonomy, the stock could move higher, though it still faces considerable downside risk.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Was Climbing Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Was Climbing Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 03:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/01/30/why-tesla-stock-was-climbing-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.\n\n\n\n\n\n\n\nWhile the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity....</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/30/why-tesla-stock-was-climbing-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2025/01/30/why-tesla-stock-was-climbing-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507670447","content_text":"Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.\n\n\n\n\n\n\n\nWhile the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity.\n\n\n\n\n\n\n\nTesla faces a lot of uncertainty in 2025.\n\nShares of Tesla (TSLA 4.11%) were moving higher today, overcoming a weak earnings report after CEO Elon Musk spent much of the earnings call pumping up the stock and making big promises about autonomy.As of 1:11 p.m. ET, the stock was up 4.7% on the news.Image source: Tesla.Investors buy into the autonomy storyTesla's fourth-quarter numbers were disappointing and the stock was down initially after hours when it reported earnings.For the full year, Tesla reported a decline in automotive revenue, and in the fourth quarter, overall revenue increased just 2% to $25.7 billion, which was well below the consensus at $27.1 billion. Automotive revenue was down 8% to $19.8 billion in the quarter. On the bottom line, results also disappointed with operating margin down from 8.2% to 6.2%, while adjusted earnings per share rose from $0.71 to $0.73, missing estimates at $0.77.Despite the weak results, investors still bid the stock higher after Musk made bold promises around autonomy and told investors that the stock could eventually be more valuable than the next five valuable companies combined.The Tesla chief continues to be an evangelist for full self-driving and Tesla's autonomous vehicle technology, saying that 2027 and 2028 will be \"ridiculously good.\" He also said of the technology, \"The only people who are skeptical are those who have not tried it.\" All-in on autonomyMusk and the rest of Tesla management spent little time discussing the automotive business on the earnings call, instead focusing on autonomy.Tesla didn't give specific guidance, but it did call for the vehicle business to return to growth in 2025, though it noted it wasn't fully switching new production to its next-generation platform, which means it won't be able to lower costs as much as it hoped.The company still faces a lot of uncertainty in 2025, but investors seem to be buying into the autonomy story. If Tesla can take steps toward full autonomy, the stock could move higher, though it still faces considerable downside risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398291594674360,"gmtCreate":1738264092523,"gmtModify":1738264096237,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape","listText":"Sour grape","text":"Sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398291594674360","repostId":"2507709671","repostType":2,"repost":{"id":"2507709671","kind":"highlight","pubTimestamp":1738261016,"share":"https://ttm.financial/m/news/2507709671?lang=&edition=fundamental","pubTime":"2025-01-31 02:16","market":"us","language":"en","title":"Tesla (TSLA) Shares Skyrocket, What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2507709671","media":"StockStory","summary":"Shares of electric vehicle pioneer Tesla  jumped 6.5% in the pre-market session after the company reported fourth quarter financial results:As is usually the case, the quarter had something for the bulls and something for the bears. On the bullish side, the company reiterated its promise to investors to launch its unsupervised full self-driving  and Robotaxi businesses later this year. Aside from the short-term results, those excited about the stock continue to argue that quarterly results are less relevant for a company that will revolutionize areas such as energy and humanoid robots.After the initial pop the shares cooled down to $405.69, up 4.6% from previous close.When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that ","content":"<html><body><figure>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/Ghb523UL9vVRxOd1b3SZWQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/stockstory_922/9e0f08f01f3d35996ac49bdd618e9411\"/>\n<figcaption>\n   Tesla (TSLA) Shares Skyrocket, What You Need To Know \n </figcaption>\n</figure>\n<h2>What Happened?</h2>\n<p>Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.5% in the pre-market session after the company reported fourth quarter financial results: As is usually the case, the quarter had something for the bulls and something for the bears. On the bullish side, the company reiterated its promise to investors to launch its unsupervised full self-driving (FSD) and Robotaxi businesses later this year. Aside from the short-term results, those excited about the stock continue to argue that quarterly results are less relevant for a company that will revolutionize areas such as energy and humanoid robots. </p>\n<p>For the bears, the results themselves provided fodder. Revenue and operating income both fell short of Wall Street's estimates. These misses were driven by underperformance in its Automotive and Energy segments, as Services (which includes full self-driving) actually beat analysts' revenue expectations. However, Services is Tesla's lowest margin business line - it had an extremely bad gross margin of 5.8% for the trailing 12 months, and it fell to 4.2% this quarter. Overall, this is a mixed quarter, and despite these challenges, the market seems to be holding faith in Tesla's long-term vision thus far. </p>\n<p>After the initial pop the shares cooled down to $405.69, up 4.6% from previous close. </p>\n<p>Is now the time to buy Tesla? Access our full analysis report here, it’s free.</p>\n<h2>What The Market Is Telling Us</h2>\n<p>Tesla’s shares are extremely volatile and have had 110 moves greater than 2.5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. </p>\n<p>The previous big move we wrote about was 9 days ago when the stock dropped 4.4% on the news that stocks of electric vehicle makers tumbled following reports that the new Trump Administration may eliminate subsidies for electric vehicles. There are also worries that the Trump administration might impose more restrictions on other programs, including grants and tax credits, which could weaken the adoption of electric vehicles.</p>\n<p>Tesla is up 7% since the beginning of the year, but at $405.69 per share, it is still trading 15.5% below its 52-week high of $479.86 from December 2024. Investors who bought $1,000 worth of Tesla’s shares 5 years ago would now be looking at an investment worth $9,496. </p>\n<p>When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla (TSLA) Shares Skyrocket, What You Need To Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla (TSLA) Shares Skyrocket, What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 02:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-tsla-shares-skyrocket-know-181656208.html><strong>StockStory</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) Shares Skyrocket, What You Need To Know \n \n\nWhat Happened?\nShares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.5% in the pre-market session after the company reported fourth ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-tsla-shares-skyrocket-know-181656208.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSYW.SI":"TESLA 3xLongSG261006","BK4574":"无人驾驶","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4099":"汽车制造商","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","FSD":"First Trust High Income Long/Sho","BK4548":"巴美列捷福持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4598":"佩洛西持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4592":"伊斯兰概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4555":"新能源车","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"https://finance.yahoo.com/news/tesla-tsla-shares-skyrocket-know-181656208.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2507709671","content_text":"Tesla (TSLA) Shares Skyrocket, What You Need To Know \n \n\nWhat Happened?\nShares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.5% in the pre-market session after the company reported fourth quarter financial results: As is usually the case, the quarter had something for the bulls and something for the bears. On the bullish side, the company reiterated its promise to investors to launch its unsupervised full self-driving (FSD) and Robotaxi businesses later this year. Aside from the short-term results, those excited about the stock continue to argue that quarterly results are less relevant for a company that will revolutionize areas such as energy and humanoid robots. \nFor the bears, the results themselves provided fodder. Revenue and operating income both fell short of Wall Street's estimates. These misses were driven by underperformance in its Automotive and Energy segments, as Services (which includes full self-driving) actually beat analysts' revenue expectations. However, Services is Tesla's lowest margin business line - it had an extremely bad gross margin of 5.8% for the trailing 12 months, and it fell to 4.2% this quarter. Overall, this is a mixed quarter, and despite these challenges, the market seems to be holding faith in Tesla's long-term vision thus far. \nAfter the initial pop the shares cooled down to $405.69, up 4.6% from previous close. \nIs now the time to buy Tesla? Access our full analysis report here, it’s free.\nWhat The Market Is Telling Us\nTesla’s shares are extremely volatile and have had 110 moves greater than 2.5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. \nThe previous big move we wrote about was 9 days ago when the stock dropped 4.4% on the news that stocks of electric vehicle makers tumbled following reports that the new Trump Administration may eliminate subsidies for electric vehicles. There are also worries that the Trump administration might impose more restrictions on other programs, including grants and tax credits, which could weaken the adoption of electric vehicles.\nTesla is up 7% since the beginning of the year, but at $405.69 per share, it is still trading 15.5% below its 52-week high of $479.86 from December 2024. Investors who bought $1,000 worth of Tesla’s shares 5 years ago would now be looking at an investment worth $9,496. \nWhen a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397807262577200,"gmtCreate":1738145848561,"gmtModify":1738145852504,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape","listText":"Another sour grape","text":"Another sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397807262577200","repostId":"2507683143","repostType":2,"repost":{"id":"2507683143","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1738142358,"share":"https://ttm.financial/m/news/2507683143?lang=&edition=fundamental","pubTime":"2025-01-29 17:19","market":"us","language":"en","title":"Elon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2507683143","media":"Benzinga","summary":"Despite falling 4.51% over the last five days, Elon Musk&#39;s Tesla has surged 108.50% over last year, making it over 4x expensive than peers.","content":"<html><body><p>Despite falling 4.51% over the last five days, <strong>Elon Musk</strong>‘s <strong>Tesla Inc.</strong> (NASDAQ:TSLA) has surged 108.50% over the last year, making it over four times more expensive as compared to the industry average according to Benzinga Pro data.</p>\n<p><strong>What Happened:</strong> With a price-to-earnings ratio of nearly 117.647 based on forward earnings, Tesla’s stock is significantly overvalued compared to its peers, whose average P/E ratio is only 26.7795. This implies that Tesla’s stock is over 4.39 times more expensive than the industry average.</p>\n<p>Compared to other automobile stocks, Tesla shares are the most expensive and it has the highest ratio of forward price-to-earnings.</p>\n<figure><table><tbody><tr><td><strong>Automobile Stocks</strong></td><td><strong>Forward P/E</strong></td></tr><tr><td>Tesla Inc (NASDAQ:TSLA)</td><td>117.647</td></tr><tr><td>Toyota Motor Corporation (NYSE:TM)</td><td>9.66</td></tr><tr><td>General Motors Company (NYSE:GM)</td><td>5.05</td></tr><tr><td>Honda Motor (NYSE:HMC)</td><td>6.78</td></tr><tr><td>Ford Motor Company (NYSE:F)</td><td>6.18</td></tr><tr><td>Li Auto Inc (NASDAQ:LI)</td><td>15.36</td></tr><tr><td>Average</td><td>26.7795</td></tr></tbody></table></figure>\n<p><strong>See Also: Tesla Q4 Earnings Preview: 2025 Delivery Growth, FSD, Model Y Refresh, New Vehicles Among Key Topics</strong></p>\n<p><strong>Why It Matters:</strong> Following the U.S. presidential election on Nov. 5, Tesla shares experienced a remarkable surge, climbing 58.32% according to Benzinga Pro. This growth far exceeded the 6.01% gain seen by the <strong>Invesco QQQ Trust ETF </strong>(NASDAQ:QQQ), which tracks the Nasdaq 100 index.</p>\n<p>Although Tesla has a history of missing revenue estimates, which has happened in four of the last five quarters and six of the last ten quarters, this post-election surge has significantly improved the investment picture, turning a period of mixed performance into a highly profitable one for Tesla shareholders.</p>\n<figure><img decoding=\"async\" height=\"550\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-300x161.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-768x412.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1536x825.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares.png 1920w\" width=\"1024\"/></figure>\n<figure><table><tbody><tr><td><strong>Performance</strong></td><td><strong>Invesco QQQ Trust ETF</strong></td><td><strong>Tesla Stock</strong></td></tr><tr><td>Since Nov. 5</td><td>6.01%</td><td>58.32%</td></tr><tr><td>One Year</td><td>21.88%</td><td>108.50%</td></tr><tr><td>Five Year</td><td>138.19%</td><td>817.89%</td></tr></tbody></table></figure>\n<p>As there was skepticism around the development of its full-self-drive feature, Musk released a video ahead of its fourth-quarter earnings showcasing how the company’s cars can now drive themselves from the factory to the loading docks.</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Unsupervised full self-driving begins https://t.co/5rujaGTncb</p>— Elon Musk (@elonmusk) January 29, 2025</blockquote>\n</div></figure>\n<p>Tesla is projected to report fourth-quarter revenue of $27.13 billion, up from last year’s $25.17 billion, according to Benzinga Pro data. Earnings per share (EPS) are expected to rise to $0.74 from $0.71.</p>\n<p>Also, the automaker’s fourth-quarter deliveries reached a record 495,570 vehicles, with production at 459,445. However, this positive news is overshadowed by the company’s overall 2024 performance. Total deliveries fell to 1.79 million, compared to 1.81 million in 2023, representing the first annual decline in Tesla’s history.</p>\n<p>TSLA has a consensus ‘hold' with a price target of $308.4, according to the 34 analysts tracked by Benzinga. The high target is $550, and the low is $24.86. Recent ratings by Wedbush, Piper Sandler, and Barclays suggest a $458.33 target, implying a 15.55% upside.</p>\n<figure><img decoding=\"async\" height=\"384\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR.png 1060w\" width=\"1024\"/></figure>\n<p><strong>Read Next:</strong></p>\n<ul>\n<li><strong>DeepSeek Buzz Batters Big Tech But This Analyst Says ‘Buy The Dip:’ Here’s Are Top 5 Semiconductor ETFs With The Lowest Expense Ratios That You Can Consider</strong></li>\n</ul>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-01-29 17:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Despite falling 4.51% over the last five days, <strong>Elon Musk</strong>‘s <strong>Tesla Inc.</strong> (NASDAQ:TSLA) has surged 108.50% over the last year, making it over four times more expensive as compared to the industry average according to Benzinga Pro data.</p>\n<p><strong>What Happened:</strong> With a price-to-earnings ratio of nearly 117.647 based on forward earnings, Tesla’s stock is significantly overvalued compared to its peers, whose average P/E ratio is only 26.7795. This implies that Tesla’s stock is over 4.39 times more expensive than the industry average.</p>\n<p>Compared to other automobile stocks, Tesla shares are the most expensive and it has the highest ratio of forward price-to-earnings.</p>\n<figure><table><tbody><tr><td><strong>Automobile Stocks</strong></td><td><strong>Forward P/E</strong></td></tr><tr><td>Tesla Inc (NASDAQ:TSLA)</td><td>117.647</td></tr><tr><td>Toyota Motor Corporation (NYSE:TM)</td><td>9.66</td></tr><tr><td>General Motors Company (NYSE:GM)</td><td>5.05</td></tr><tr><td>Honda Motor (NYSE:HMC)</td><td>6.78</td></tr><tr><td>Ford Motor Company (NYSE:F)</td><td>6.18</td></tr><tr><td>Li Auto Inc (NASDAQ:LI)</td><td>15.36</td></tr><tr><td>Average</td><td>26.7795</td></tr></tbody></table></figure>\n<p><strong>See Also: Tesla Q4 Earnings Preview: 2025 Delivery Growth, FSD, Model Y Refresh, New Vehicles Among Key Topics</strong></p>\n<p><strong>Why It Matters:</strong> Following the U.S. presidential election on Nov. 5, Tesla shares experienced a remarkable surge, climbing 58.32% according to Benzinga Pro. This growth far exceeded the 6.01% gain seen by the <strong>Invesco QQQ Trust ETF </strong>(NASDAQ:QQQ), which tracks the Nasdaq 100 index.</p>\n<p>Although Tesla has a history of missing revenue estimates, which has happened in four of the last five quarters and six of the last ten quarters, this post-election surge has significantly improved the investment picture, turning a period of mixed performance into a highly profitable one for Tesla shareholders.</p>\n<figure><img decoding=\"async\" height=\"550\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-300x161.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-768x412.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1536x825.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares.png 1920w\" width=\"1024\"/></figure>\n<figure><table><tbody><tr><td><strong>Performance</strong></td><td><strong>Invesco QQQ Trust ETF</strong></td><td><strong>Tesla Stock</strong></td></tr><tr><td>Since Nov. 5</td><td>6.01%</td><td>58.32%</td></tr><tr><td>One Year</td><td>21.88%</td><td>108.50%</td></tr><tr><td>Five Year</td><td>138.19%</td><td>817.89%</td></tr></tbody></table></figure>\n<p>As there was skepticism around the development of its full-self-drive feature, Musk released a video ahead of its fourth-quarter earnings showcasing how the company’s cars can now drive themselves from the factory to the loading docks.</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Unsupervised full self-driving begins https://t.co/5rujaGTncb</p>— Elon Musk (@elonmusk) January 29, 2025</blockquote>\n</div></figure>\n<p>Tesla is projected to report fourth-quarter revenue of $27.13 billion, up from last year’s $25.17 billion, according to Benzinga Pro data. Earnings per share (EPS) are expected to rise to $0.74 from $0.71.</p>\n<p>Also, the automaker’s fourth-quarter deliveries reached a record 495,570 vehicles, with production at 459,445. However, this positive news is overshadowed by the company’s overall 2024 performance. Total deliveries fell to 1.79 million, compared to 1.81 million in 2023, representing the first annual decline in Tesla’s history.</p>\n<p>TSLA has a consensus ‘hold' with a price target of $308.4, according to the 34 analysts tracked by Benzinga. The high target is $550, and the low is $24.86. Recent ratings by Wedbush, Piper Sandler, and Barclays suggest a $458.33 target, implying a 15.55% upside.</p>\n<figure><img decoding=\"async\" height=\"384\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR.png 1060w\" width=\"1024\"/></figure>\n<p><strong>Read Next:</strong></p>\n<ul>\n<li><strong>DeepSeek Buzz Batters Big Tech But This Analyst Says ‘Buy The Dip:’ Here’s Are Top 5 Semiconductor ETFs With The Lowest Expense Ratios That You Can Consider</strong></li>\n</ul>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","SQQQ":"纳指三倍做空ETF","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4561":"索罗斯持仓","QLD":"纳指两倍做多ETF","03160":"华夏日股对冲","BK4511":"特斯拉概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","HMC":"本田汽车","TSYW.SI":"TESLA 3xLongSG261006","USAW.SI":"AMZN 3xLongSG261006","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","GM":"通用汽车","QQQ":"纳指100ETF","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","USJW.SI":"ALPHAB 3xLongSG261006","BK4555":"新能源车","TM":"丰田汽车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","F":"福特汽车","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LI":"理想汽车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","PSQ":"纳指反向ETF","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","TSLA":"特斯拉","BK4503":"景林资产持仓"},"source_url":"https://www.benzinga.com/general/market-summary/25/01/43296058/elon-musks-tesla-is-over-4x-more-expensive-than-industry-average-despite-weak-delivery-volumes-in-2024","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507683143","content_text":"Despite falling 4.51% over the last five days, Elon Musk‘s Tesla Inc. (NASDAQ:TSLA) has surged 108.50% over the last year, making it over four times more expensive as compared to the industry average according to Benzinga Pro data.\nWhat Happened: With a price-to-earnings ratio of nearly 117.647 based on forward earnings, Tesla’s stock is significantly overvalued compared to its peers, whose average P/E ratio is only 26.7795. This implies that Tesla’s stock is over 4.39 times more expensive than the industry average.\nCompared to other automobile stocks, Tesla shares are the most expensive and it has the highest ratio of forward price-to-earnings.\nAutomobile StocksForward P/ETesla Inc (NASDAQ:TSLA)117.647Toyota Motor Corporation (NYSE:TM)9.66General Motors Company (NYSE:GM)5.05Honda Motor (NYSE:HMC)6.78Ford Motor Company (NYSE:F)6.18Li Auto Inc (NASDAQ:LI)15.36Average26.7795\nSee Also: Tesla Q4 Earnings Preview: 2025 Delivery Growth, FSD, Model Y Refresh, New Vehicles Among Key Topics\nWhy It Matters: Following the U.S. presidential election on Nov. 5, Tesla shares experienced a remarkable surge, climbing 58.32% according to Benzinga Pro. This growth far exceeded the 6.01% gain seen by the Invesco QQQ Trust ETF (NASDAQ:QQQ), which tracks the Nasdaq 100 index.\nAlthough Tesla has a history of missing revenue estimates, which has happened in four of the last five quarters and six of the last ten quarters, this post-election surge has significantly improved the investment picture, turning a period of mixed performance into a highly profitable one for Tesla shareholders.\n\nPerformanceInvesco QQQ Trust ETFTesla StockSince Nov. 56.01%58.32%One Year21.88%108.50%Five Year138.19%817.89%\nAs there was skepticism around the development of its full-self-drive feature, Musk released a video ahead of its fourth-quarter earnings showcasing how the company’s cars can now drive themselves from the factory to the loading docks.\n\nUnsupervised full self-driving begins https://t.co/5rujaGTncb— Elon Musk (@elonmusk) January 29, 2025\n\nTesla is projected to report fourth-quarter revenue of $27.13 billion, up from last year’s $25.17 billion, according to Benzinga Pro data. Earnings per share (EPS) are expected to rise to $0.74 from $0.71.\nAlso, the automaker’s fourth-quarter deliveries reached a record 495,570 vehicles, with production at 459,445. However, this positive news is overshadowed by the company’s overall 2024 performance. Total deliveries fell to 1.79 million, compared to 1.81 million in 2023, representing the first annual decline in Tesla’s history.\nTSLA has a consensus ‘hold' with a price target of $308.4, according to the 34 analysts tracked by Benzinga. The high target is $550, and the low is $24.86. Recent ratings by Wedbush, Piper Sandler, and Barclays suggest a $458.33 target, implying a 15.55% upside.\n\nRead Next:\n\nDeepSeek Buzz Batters Big Tech But This Analyst Says ‘Buy The Dip:’ Here’s Are Top 5 Semiconductor ETFs With The Lowest Expense Ratios That You Can Consider\n\nPhoto courtesy: Shutterstock","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397528957444168,"gmtCreate":1738078262365,"gmtModify":1738078267127,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes","listText":"Sour grapes","text":"Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397528957444168","repostId":"2506517594","repostType":2,"repost":{"id":"2506517594","kind":"highlight","pubTimestamp":1738077321,"share":"https://ttm.financial/m/news/2506517594?lang=&edition=fundamental","pubTime":"2025-01-28 23:15","market":"us","language":"en","title":"Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals","url":"https://stock-news.laohu8.com/highlight/detail?id=2506517594","media":"Benzinga","summary":"According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has decreased from $66.2 billion at the beginning of 2023 to $43 billion now, a 35% decrease in just two years.What makes this even more surprising is that Tesla's stock price has gone up by 244% in the same time. While investors seem confident, regular customers, especially in Europe and Asia, are not as excited about the brand.This 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding Closes. Built on the trusted network of Fortune 500 companies, this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.Musk's controversial comments and actions have drawn admiration and criticism, with some consumers reportedly ","content":"<html><body><img height=\"675\" src=\"https://s.yimg.com/uu/api/res/1.2/BQYr3L8Q23rzOIRs8Ahytg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/bb1ecd791897998af14905107e455930\" width=\"1200\"/>\n<p>According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has decreased from $66.2 billion at the beginning of 2023 to $43 billion now, a 35% decrease in just two years.</p>\n<p>What makes this even more surprising is that Tesla's stock price has gone up by 244% in the same time. While investors seem confident, regular customers, especially in Europe and Asia, are not as excited about the brand.</p>\n<p><strong>Don't Miss:</strong></p>\n<ul>\n<li><strong>This 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding Closes</strong></li>\n<li><strong>Built on the trusted network of Fortune 500 companies, <strong>this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.</strong></strong></li>\n</ul>\n<h2>What's Behind the Decline?</h2>\n<p>Brand Finance asked about 175,000 people worldwide what they thought about companies, including around 16,000 who shared their opinions on Tesla. The research and consulting firm says the brand's decline is caused by a few big issues, like Tesla's older vehicle lineup and the controversial actions of its CEO, Elon Musk. The findings revealed a noticeable shift in consumer perception, with Tesla struggling to maintain its appeal in some of its biggest markets.</p>\n<p>In Europe, Tesla's consideration score – a measure of whether people would consider buying from the brand – dropped from 21% to 16% over the past year. According to CNBC, rivals like BYD and Mercedes have surpassed Tesla in important customer metrics outside the U.S., indicating heightened rivalry in the electric vehicle market.</p>\n<p><strong>Trending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <strong>You can invest today for just $0.26/share with a $1000 minimum.</strong></strong></p>\n<h2>Loyalty Still Strong, But Recommendation Wanes</h2>\n<p>Most current Tesla owners are expected to remain loyal to the brand despite these difficulties, as seen by the company’s high 90% loyalty rating in the US. However, its recommendation score has dropped, plummeting from 8.2 out of 10 to just 4.3. This indicates that fewer people are likely to speak positively about the brand to others.</p>\n<h2>Elon Musk's Role</h2>\n<p>Elon Musk's actions and comments are shaping people’s perceptions of Tesla. Brand Finance CEO David Haigh says, \"There are people who think he's wonderful, but many that don't.\" Tesla’s \"pulling power is weakening.\"</p>\n<p><strong><em>See Also: The Biggest Disruption To IP Since Disney — <strong><em>Get in now as they monetize a $2 Trillion market by building content around the most profitable Character IP in history and combining it with the Patented Technology IP of the future.</em></strong></em></strong></p>\n<p>Musk's controversial comments and actions have drawn admiration and criticism, with some consumers reportedly shying away from Tesla due to his influence. This \"Musk effect\" highlights the tight association between the Tesla brand and its outspoken leader.</p>\n<h2>A Warning for the Future</h2>\n<p>Brand Finance warns that Tesla's ability to command premium prices and maintain strong sales could be at risk if the company doesn't address these issues. \"Unless Tesla can come up with a whole range of new products that will really excite consumers and unless they can mitigate some of the antagonism caused by their leader, they will be seen as past their peak,\" Haigh said.</p>\n<p><strong>Read Next:</strong></p>\n<ul>\n<li><strong>According to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — <strong>Join the first company to bring blockchain payments to Salesforce early with just $100.</strong></strong></li>\n<li><strong>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <strong>Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</strong></strong></li>\n</ul>\n<p>Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. <strong>Click now to access unique insights</strong> that can set you ahead in today's competitive market.</p>\n<p>Get the latest stock analysis from Benzinga?</p>\n<ul>\n<li>APPLE (AAPL): Free Stock Analysis Report</li>\n<li>TESLA (TSLA): Free Stock Analysis Report</li>\n</ul>\n<p>This article Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals originally appeared on Benzinga.com</p>\n<p><i>© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/teslas-brand-value-drops-23-151521417.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has ...</p>\n\n<a href=\"https://finance.yahoo.com/news/teslas-brand-value-drops-23-151521417.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4588":"碎股","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","TSLA":"特斯拉","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4573":"虚拟现实","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4532":"文艺复兴科技持仓","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1046421795.USD":"富达环球科技A-ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://finance.yahoo.com/news/teslas-brand-value-drops-23-151521417.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2506517594","content_text":"According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has decreased from $66.2 billion at the beginning of 2023 to $43 billion now, a 35% decrease in just two years.\nWhat makes this even more surprising is that Tesla's stock price has gone up by 244% in the same time. While investors seem confident, regular customers, especially in Europe and Asia, are not as excited about the brand.\nDon't Miss:\n\nThis 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding Closes\nBuilt on the trusted network of Fortune 500 companies, this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.\n\nWhat's Behind the Decline?\nBrand Finance asked about 175,000 people worldwide what they thought about companies, including around 16,000 who shared their opinions on Tesla. The research and consulting firm says the brand's decline is caused by a few big issues, like Tesla's older vehicle lineup and the controversial actions of its CEO, Elon Musk. The findings revealed a noticeable shift in consumer perception, with Tesla struggling to maintain its appeal in some of its biggest markets.\nIn Europe, Tesla's consideration score – a measure of whether people would consider buying from the brand – dropped from 21% to 16% over the past year. According to CNBC, rivals like BYD and Mercedes have surpassed Tesla in important customer metrics outside the U.S., indicating heightened rivalry in the electric vehicle market.\nTrending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can invest today for just $0.26/share with a $1000 minimum.\nLoyalty Still Strong, But Recommendation Wanes\nMost current Tesla owners are expected to remain loyal to the brand despite these difficulties, as seen by the company’s high 90% loyalty rating in the US. However, its recommendation score has dropped, plummeting from 8.2 out of 10 to just 4.3. This indicates that fewer people are likely to speak positively about the brand to others.\nElon Musk's Role\nElon Musk's actions and comments are shaping people’s perceptions of Tesla. Brand Finance CEO David Haigh says, \"There are people who think he's wonderful, but many that don't.\" Tesla’s \"pulling power is weakening.\"\nSee Also: The Biggest Disruption To IP Since Disney — Get in now as they monetize a $2 Trillion market by building content around the most profitable Character IP in history and combining it with the Patented Technology IP of the future.\nMusk's controversial comments and actions have drawn admiration and criticism, with some consumers reportedly shying away from Tesla due to his influence. This \"Musk effect\" highlights the tight association between the Tesla brand and its outspoken leader.\nA Warning for the Future\nBrand Finance warns that Tesla's ability to command premium prices and maintain strong sales could be at risk if the company doesn't address these issues. \"Unless Tesla can come up with a whole range of new products that will really excite consumers and unless they can mitigate some of the antagonism caused by their leader, they will be seen as past their peak,\" Haigh said.\nRead Next:\n\nAccording to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — Join the first company to bring blockchain payments to Salesforce early with just $100.\nDeloitte's fastest-growing software company partners with Amazon, Walmart & Target – Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!\n\nUp Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market.\nGet the latest stock analysis from Benzinga?\n\nAPPLE (AAPL): Free Stock Analysis Report\nTESLA (TSLA): Free Stock Analysis Report\n\nThis article Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals originally appeared on Benzinga.com\n© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397462361432488,"gmtCreate":1738062088633,"gmtModify":1738062092847,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Hope Tesla sue u","listText":"Hope Tesla sue u","text":"Hope Tesla sue u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397462361432488","repostId":"2506595597","repostType":2,"repost":{"id":"2506595597","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738059000,"share":"https://ttm.financial/m/news/2506595597?lang=&edition=fundamental","pubTime":"2025-01-28 18:10","market":"us","language":"en","title":"Tesla Stock Has DeepSeek Risk, Depending on How You Look at It","url":"https://stock-news.laohu8.com/highlight/detail?id=2506595597","media":"Dow Jones","summary":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might ","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has DeepSeek Risk, Depending on How You Look at It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Has DeepSeek Risk, Depending on How You Look at It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-28 18:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506595597","content_text":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might not be the right conclusion to draw, according to one Wall Street analyst.Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of$30,000 each,” added Cox.XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.Tesla stock was rising 0.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397462131171856,"gmtCreate":1738062079310,"gmtModify":1738062083038,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape","listText":"Another sour grape","text":"Another sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397462131171856","repostId":"2506595597","repostType":2,"repost":{"id":"2506595597","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738059000,"share":"https://ttm.financial/m/news/2506595597?lang=&edition=fundamental","pubTime":"2025-01-28 18:10","market":"us","language":"en","title":"Tesla Stock Has DeepSeek Risk, Depending on How You Look at It","url":"https://stock-news.laohu8.com/highlight/detail?id=2506595597","media":"Dow Jones","summary":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might ","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has DeepSeek Risk, Depending on How You Look at It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Has DeepSeek Risk, Depending on How You Look at It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-28 18:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506595597","content_text":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might not be the right conclusion to draw, according to one Wall Street analyst.Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of$30,000 each,” added Cox.XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.Tesla stock was rising 0.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397409802695208,"gmtCreate":1738049185917,"gmtModify":1738049192936,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape.&nbsp;","listText":"Another sour grape.&nbsp;","text":"Another sour grape.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397409802695208","repostId":"2506563594","repostType":2,"repost":{"id":"2506563594","kind":"highlight","pubTimestamp":1738041193,"share":"https://ttm.financial/m/news/2506563594?lang=&edition=fundamental","pubTime":"2025-01-28 13:13","market":"us","language":"en","title":"Goldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2506563594","media":"Insider Monkey","summary":"We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street.In this article, we are going to take a look at where Tesla, Inc. stands against the other AI stocks.The artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley. Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager, Liang Wenfeng, has led the development of r1. Wenfeng has become the leading figure in the country’s AI initiative.While some specialists are saying that DeepSeek’s technology is a bit behind OpenAI and Google, it is still an achievement considering it has used fewer and less advanced chips. The country has also had to deal with US restrictions along the way, implying how DeepSeek either found a way around the rules or the controls weren’t stringent enough in the first place.The reason is simple: our research has show","content":"<html><body><p>We recently compiled a list of the <strong>Top 10 AI Stocks Dominating Wall Street</strong>.<strong> </strong>In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against the other AI stocks.</p>\n<p>The artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley. Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager, Liang Wenfeng, has led the development of r1. Wenfeng has become the leading figure in the country’s AI initiative.</p>\n<blockquote>\n<p>“Deepseek R1 is one of the most amazing and impressive breakthroughs I’ve ever seen”.</p>\n<p>-Marc Andreessen, Silicon Valley venture capitalist who has been advising President Trump.</p>\n</blockquote>\n<p>While some specialists are saying that DeepSeek’s technology is a bit behind OpenAI and Google, it is still an achievement considering it has used fewer and less advanced chips. The country has also had to deal with US restrictions along the way, implying how DeepSeek either found a way around the rules or the controls weren’t stringent enough in the first place.</p>\n<p><strong>READ NOW:</strong> <strong>10 AI Stocks Making Waves on Wall Street</strong> <strong>and 11 AI Stocks That Should Be On Your Watchlist</strong></p>\n<p>Also developed by DeepSeek is its AI assistant, an artificial intelligence application that was released on January 10. The AI assistant is powered by the DeepSeek-V3 model and boasts over 600 billion parameters. It is designed to assist users by offering them seamless interactions, answering user questions, and enhancing daily tasks.</p>\n<p>In the latest news, <em>Reuters</em> reports how the Chinese startup DeepSeek's AI Assistant has overtaken rival ChatGPT to become the top-rated free application available on Apple's App Store in the United States. According to its creators, the AI assistant \"tops the leaderboard among open-source models and rivals the most advanced closed-source models globally”.</p>\n<p>Both the r1 and AI assistant by DeepSeek are proof that China is getting closer to the US in the race toward supremacy in AI. While several Chinese tech companies have released tech companies over the past, DeepSeek has been particularly praised by the US tech industry for its innovation and achievements.</p>\n<p>At the same time, there is skepticism regarding how these cheaper alternatives may question the pricing power of US tech giants and if their spending needs need to be re-evaluated.</p>\n<blockquote>\n<p>“While it remains to be seen if DeepSeek will prove to be a viable, cheaper alternative in the long term, initial worries are centered on whether US tech giants’ pricing power is being threatened and if their massive AI spending needs re-evaluation”.</p>\n<p>-Jun Rong Yeap of IG Asia.</p>\n</blockquote>\n<p>For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points <strong>(see more details here)</strong>.</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/.iqS_n5baPW8rlrJubBU_w--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/1277c6032fd09b727a10249a170024cf\" width=\"1456\"/>\n<h3>Tesla, Inc. (NASDAQ:TSLA)</h3>\n<p><strong><em>Number of Hedge Fund Holders: 99</em></strong></p>\n<p>Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. On January 27, <em>CNBC</em> reported that Goldman Sachs analyst Mark Delaney has reiterated a Neutral rating on Tesla and a $345.00 price target on the stock. According to the firm, Tesla has long-term potential, but it may be time to wait and see. The company is leading in electric vehicles, with capabilities in AI. However, its Full Self-Driving Technology may take longer to develop than expected.</p>\n<blockquote>\n<p>“We believe Tesla remains well positioned for long-term growth, given its leadership position in EVs; the breadth/depth of its technical capabilities in AI, software, and hardware; and its ability to benefit from a full set of solutions including in charging and storage. However, we see a handful of offsetting factors. These include: 1) We expect the ramp in FSD to take longer than Tesla currently targets; 2) We believe auto fundamentals could remain volatile in the near-term (with lower pricing/incentives a headwind, and we expect delivery volumes to be somewhat lower than Tesla’s outlook for 2025); 3) We see valuation as full.”</p>\n</blockquote>\n<p>Overall TSLA <strong>ranks 4th</strong> on our list of the top AI stocks that are dominating Wall Street. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>   \n<p><strong>READ NEXT: 20 Best AI Stock To Buy Now and </strong><strong>Complete List of All AI Companies Under $2 Billion Market Cap</strong>.</p>   \n<p>Disclosure: None. This article is originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 13:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-sachs-maintains-neutral-rating-051313352.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against the other AI stocks.\nThe ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-sachs-maintains-neutral-rating-051313352.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/goldman-sachs-maintains-neutral-rating-051313352.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2506563594","content_text":"We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against the other AI stocks.\nThe artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley. Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager, Liang Wenfeng, has led the development of r1. Wenfeng has become the leading figure in the country’s AI initiative.\n\n“Deepseek R1 is one of the most amazing and impressive breakthroughs I’ve ever seen”.\n-Marc Andreessen, Silicon Valley venture capitalist who has been advising President Trump.\n\nWhile some specialists are saying that DeepSeek’s technology is a bit behind OpenAI and Google, it is still an achievement considering it has used fewer and less advanced chips. The country has also had to deal with US restrictions along the way, implying how DeepSeek either found a way around the rules or the controls weren’t stringent enough in the first place.\nREAD NOW: 10 AI Stocks Making Waves on Wall Street and 11 AI Stocks That Should Be On Your Watchlist\nAlso developed by DeepSeek is its AI assistant, an artificial intelligence application that was released on January 10. The AI assistant is powered by the DeepSeek-V3 model and boasts over 600 billion parameters. It is designed to assist users by offering them seamless interactions, answering user questions, and enhancing daily tasks.\nIn the latest news, Reuters reports how the Chinese startup DeepSeek's AI Assistant has overtaken rival ChatGPT to become the top-rated free application available on Apple's App Store in the United States. According to its creators, the AI assistant \"tops the leaderboard among open-source models and rivals the most advanced closed-source models globally”.\nBoth the r1 and AI assistant by DeepSeek are proof that China is getting closer to the US in the race toward supremacy in AI. While several Chinese tech companies have released tech companies over the past, DeepSeek has been particularly praised by the US tech industry for its innovation and achievements.\nAt the same time, there is skepticism regarding how these cheaper alternatives may question the pricing power of US tech giants and if their spending needs need to be re-evaluated.\n\n“While it remains to be seen if DeepSeek will prove to be a viable, cheaper alternative in the long term, initial worries are centered on whether US tech giants’ pricing power is being threatened and if their massive AI spending needs re-evaluation”.\n-Jun Rong Yeap of IG Asia.\n\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n\nTesla, Inc. (NASDAQ:TSLA)\nNumber of Hedge Fund Holders: 99\nTesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. On January 27, CNBC reported that Goldman Sachs analyst Mark Delaney has reiterated a Neutral rating on Tesla and a $345.00 price target on the stock. According to the firm, Tesla has long-term potential, but it may be time to wait and see. The company is leading in electric vehicles, with capabilities in AI. However, its Full Self-Driving Technology may take longer to develop than expected.\n\n“We believe Tesla remains well positioned for long-term growth, given its leadership position in EVs; the breadth/depth of its technical capabilities in AI, software, and hardware; and its ability to benefit from a full set of solutions including in charging and storage. However, we see a handful of offsetting factors. These include: 1) We expect the ramp in FSD to take longer than Tesla currently targets; 2) We believe auto fundamentals could remain volatile in the near-term (with lower pricing/incentives a headwind, and we expect delivery volumes to be somewhat lower than Tesla’s outlook for 2025); 3) We see valuation as full.”\n\nOverall TSLA ranks 4th on our list of the top AI stocks that are dominating Wall Street. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: 20 Best AI Stock To Buy Now and Complete List of All AI Companies Under $2 Billion Market Cap.   \nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396750729138304,"gmtCreate":1737888079492,"gmtModify":1737888083289,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Copy and paste???","listText":"Copy and paste???","text":"Copy and paste???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396750729138304","repostId":"2506210353","repostType":2,"repost":{"id":"2506210353","kind":"highlight","pubTimestamp":1737885600,"share":"https://ttm.financial/m/news/2506210353?lang=&edition=fundamental","pubTime":"2025-01-26 18:00","market":"nz","language":"en","title":"What Analysts Think of Tesla Stock Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2506210353","media":"Investopedia","summary":"Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.Tesla  is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer  Elon Musk and U.S. President Donald Trump.Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing ","content":"<html><body><div><div><div><h3>Key Takeaways</h3>\n<div><ul><li>Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.</li><li>Earlier this month, Tesla recorded its first<strong> </strong>year-over-year decline in full-year vehicle deliveries in the company's history.</li><li>Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.</li></ul></div></div></div>\n<p> Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S.<strong> </strong>President Donald Trump.<span></span>\n</p>\n<div></div>\n<p> Despite its rally since the U.S.<strong> </strong>election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n</p>\n<div></div>\n<p> Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"<span></span>\n</p>\n<div></div>\n<p> Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n</p>\n<div></div>\n<span></span><h2> <span> Analysts See Tesla Benefiting From Musk-Trump Connection </span> </h2>\n<p> Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.<span></span><span></span><span></span>\n</p>\n<div></div>\n<p> The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n</p>\n<div></div>\n<p> Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n</p>\n<div></div>\n<p> Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.<span></span>\n</p>\n<div></div>\n<p> Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.<span></span>\n</p>\n<div></div>\n<p> Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n</p>\n<div><div>Do you have a news tip for Investopedia reporters? Please email us at</div>\n<span>tips@investopedia.com</span></div></div></body></html>","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Analysts Think of Tesla Stock Ahead of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Analysts Think of Tesla Stock Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-26 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla ...</p>\n\n<a href=\"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.investopedia.com/thmb/uWZZdEgBqoaUvCqfTiORR4YxDW8=/6314x4209/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2194854967-5c7de18a62e94637974d110f4b40f024.jpg","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506210353","content_text":"Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.\n Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S. President Donald Trump.\n\n\n Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n\n\n Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"\n\n\n Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n\n\n  Analysts See Tesla Benefiting From Musk-Trump Connection  \n Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.\n\n\n The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n\n\n Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n\n\n Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.\n\n\n Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.\n\n\n Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n\nDo you have a news tip for Investopedia reporters? Please email us at\ntips@investopedia.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396749137044072,"gmtCreate":1737888069994,"gmtModify":1737888074204,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Why is every article saying the same thing over and.over again????","listText":"Why is every article saying the same thing over and.over again????","text":"Why is every article saying the same thing over and.over again????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396749137044072","repostId":"2506210353","repostType":2,"repost":{"id":"2506210353","kind":"highlight","pubTimestamp":1737885600,"share":"https://ttm.financial/m/news/2506210353?lang=&edition=fundamental","pubTime":"2025-01-26 18:00","market":"nz","language":"en","title":"What Analysts Think of Tesla Stock Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2506210353","media":"Investopedia","summary":"Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.Tesla  is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer  Elon Musk and U.S. President Donald Trump.Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing ","content":"<html><body><div><div><div><h3>Key Takeaways</h3>\n<div><ul><li>Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.</li><li>Earlier this month, Tesla recorded its first<strong> </strong>year-over-year decline in full-year vehicle deliveries in the company's history.</li><li>Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.</li></ul></div></div></div>\n<p> Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S.<strong> </strong>President Donald Trump.<span></span>\n</p>\n<div></div>\n<p> Despite its rally since the U.S.<strong> </strong>election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n</p>\n<div></div>\n<p> Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"<span></span>\n</p>\n<div></div>\n<p> Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n</p>\n<div></div>\n<span></span><h2> <span> Analysts See Tesla Benefiting From Musk-Trump Connection </span> </h2>\n<p> Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.<span></span><span></span><span></span>\n</p>\n<div></div>\n<p> The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n</p>\n<div></div>\n<p> Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n</p>\n<div></div>\n<p> Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.<span></span>\n</p>\n<div></div>\n<p> Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.<span></span>\n</p>\n<div></div>\n<p> Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n</p>\n<div><div>Do you have a news tip for Investopedia reporters? Please email us at</div>\n<span>tips@investopedia.com</span></div></div></body></html>","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Analysts Think of Tesla Stock Ahead of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Analysts Think of Tesla Stock Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-26 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla ...</p>\n\n<a href=\"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.investopedia.com/thmb/uWZZdEgBqoaUvCqfTiORR4YxDW8=/6314x4209/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2194854967-5c7de18a62e94637974d110f4b40f024.jpg","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506210353","content_text":"Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.\n Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S. President Donald Trump.\n\n\n Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n\n\n Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"\n\n\n Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n\n\n  Analysts See Tesla Benefiting From Musk-Trump Connection  \n Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.\n\n\n The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n\n\n Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n\n\n Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.\n\n\n Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.\n\n\n Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n\nDo you have a news tip for Investopedia reporters? Please email us at\ntips@investopedia.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396099883627120,"gmtCreate":1737729382342,"gmtModify":1737729644710,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Don't be a sour grape. And don't stir shit here...FO","listText":"Don't be a sour grape. And don't stir shit here...FO","text":"Don't be a sour grape. And don't stir shit here...FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396099883627120","repostId":"2505865996","repostType":2,"repost":{"id":"2505865996","kind":"highlight","pubTimestamp":1737728419,"share":"https://ttm.financial/m/news/2505865996?lang=&edition=fundamental","pubTime":"2025-01-24 22:20","market":"us","language":"en","title":"Could Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?","url":"https://stock-news.laohu8.com/highlight/detail?id=2505865996","media":"Insider Monkey","summary":"We recently published a list of 10 AI Stocks Investors are Watching Closely. In this article, we are going to take a look at where Tesla, Inc.  stands against other AI stocks investors are watching closely.President Donald Trump has only recently announced the Stargate initiative, claiming it to be “the largest AI infrastructure project by far in history”. According to him, the project would help keep “the future of technology” in the US. However, aBloombergreport reveals how Elon Musk is openly questioning whether the companies that have joined Trump’s announcement, promising hundreds of billions of dollars in artificial intelligence, could follow through on them.Contrary to Musk’s claims, Sam Altman, CEO of OpenAI, had his own statements to make on X. Altman posted that Musk’s claims are wrong and that he has been upset because this initiative could compete with his Elon Musk’s own AI endeavors.","content":"<html><body><p>We recently published a list of <strong>10 AI Stocks Investors are Watching Closely</strong>. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks investors are watching closely.</p>\n<p>President Donald Trump has only recently announced the Stargate initiative, claiming it to be “the largest AI infrastructure project by far in history”. According to him, the project would help keep “the future of technology” in the US. However, a <em>Bloomberg </em>report reveals how Elon Musk is openly questioning whether the companies that have joined Trump’s announcement, promising hundreds of billions of dollars in artificial intelligence, could follow through on them.</p>\n<p><strong>READ ALSO: 10 Buzzing AI Stocks on Latest News and Ratings and 11 AI Stocks That Should Be On Your Watchlist</strong></p>\n<p>Could this be a sign of an early difference of opinion within the White House? Only hours after the announcement, Musk took to his platform, X, to reveal that the companies don’t have the funds.</p>\n<blockquote>\n<p>“They don’t actually have the money. SoftBank has well under $10B secured. I have that on good authority”.</p>\n</blockquote>\n<p>Contrary to Musk’s claims, Sam Altman, CEO of OpenAI, had his own statements to make on X. Altman posted that Musk’s claims are wrong and that he has been upset because this initiative could compete with his Elon Musk’s own AI endeavors.</p>\n<blockquote>\n<p>“Wrong, as you surely know. Want to come visit the first site already under way? This is great for the country. I realize what is great for the country isn’t always what’s optimal for your companies, but in your new role I hope you’ll mostly put US first”.</p>\n<p>— Sam Altman</p>\n</blockquote>\n<p>Musk is leading Trump’s government efficiency efforts and will also be advising him on spending. The billionaire, ever since leaving OpenAI’s board in 2018, has been engaged in a feud with Altman. Sources close to Stargate also reveal that they are not sure how Musk has arrived at the figure. According to them, the company is well-positioned to deploy $100 billion.</p>\n<blockquote>\n<blockquote>\n<p>“I think this will be the most important project of this era. We wouldn’t be able to do this without you, Mr. President”.</p>\n<p>-Sam Altman.</p>\n</blockquote>\n</blockquote>\n<p>In light of this, <em>Bloomberg</em> revealed that Trump has, on several occasions, promoted private-sector investment promises that never went on to materialize. One of these failed promises has been the failed Foxconn factory project which Trump deemed as the <em>“Eighth Wonder of the World”.</em> No wonder the Stargate announcement has sparked skepticism regarding the project’s completion.</p>\n<p>For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points <strong>(see more details here)</strong>.</p>\n<img height=\"565\" src=\"https://s.yimg.com/uu/api/res/1.2/.hVMnOQyk5E3uUk17Imujw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/11c7ac85f26fcb755f9782d181485984\" width=\"847\"/> Copyright: \nwolandmaster / 123RF Stock Photo\n<h3>Tesla, Inc. (NASDAQ:TSLA)</h3>\n<p><strong><em>Number of Hedge Fund Holders: 99</em></strong></p>\n<p>Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. One of the biggest analyst calls for Tuesday, January 21<sup>st</sup>, was for Tesla Inc. Piper Sandler reiterated an “Overweight” rating on Tesla, Inc. (NASDAQ:TSLA) and raised the firm’s price target to $500 from $315. According to the firm, investors have begun appreciating Tesla’s potential in real-world artificial intelligence. The analyst told investors in the research note that as a result of this, portfolio managers are entertaining the possibility of the stock going up. Moreover, once the company is done with its current car launch plans, it will redirect its focus toward its full-driving software (FSD). The firm hasn’t estimated the impact of other ambiguous AI endeavors but is optimistic that new-age opportunities like Optimus robots and neural-net-training-as-a-service will shape the company’s thesis. According to the firm, Tesla’s (NASDAQ:TSLA) first half of 2025 “may be choppy,” but it remains its top “buy-and-hold idea”.</p>\n<blockquote>\n<p>“Regarding our views on the stock, TSLA is still our #1 buy-and-hold idea, and accordingly, we’re boosting our price target to $500 (up from $315)”.</p>\n</blockquote>\n<p>Overall, TSLA <strong><b>ranks 2nd</b></strong> on our list of AI stocks investors are watching closely. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p><strong><b>READ NEXT: </b></strong><strong><b>20 Best AI Stocks To Buy Now</b></strong><strong><b> and </b></strong><strong><b>Complete List of 59 AI Companies Under $2 Billion in Market Cap</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-24 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/could-tesla-tsla-ai-innovations-142019735.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 AI Stocks Investors are Watching Closely. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks investors ...</p>\n\n<a href=\"https://finance.yahoo.com/news/could-tesla-tsla-ai-innovations-142019735.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4543":"AI","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","BK4527":"明星科技股","USAW.SI":"AMZN 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","FSD":"First Trust High Income Long/Sho","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4551":"寇图资本持仓","SQQQ":"纳指三倍做空ETF","BK4574":"无人驾驶","QLD":"纳指两倍做多ETF","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","USJW.SI":"ALPHAB 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4598":"佩洛西持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QID":"纳指两倍做空ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TQQQ":"纳指三倍做多ETF"},"source_url":"https://finance.yahoo.com/news/could-tesla-tsla-ai-innovations-142019735.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2505865996","content_text":"We recently published a list of 10 AI Stocks Investors are Watching Closely. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks investors are watching closely.\nPresident Donald Trump has only recently announced the Stargate initiative, claiming it to be “the largest AI infrastructure project by far in history”. According to him, the project would help keep “the future of technology” in the US. However, a Bloomberg report reveals how Elon Musk is openly questioning whether the companies that have joined Trump’s announcement, promising hundreds of billions of dollars in artificial intelligence, could follow through on them.\nREAD ALSO: 10 Buzzing AI Stocks on Latest News and Ratings and 11 AI Stocks That Should Be On Your Watchlist\nCould this be a sign of an early difference of opinion within the White House? Only hours after the announcement, Musk took to his platform, X, to reveal that the companies don’t have the funds.\n\n“They don’t actually have the money. SoftBank has well under $10B secured. I have that on good authority”.\n\nContrary to Musk’s claims, Sam Altman, CEO of OpenAI, had his own statements to make on X. Altman posted that Musk’s claims are wrong and that he has been upset because this initiative could compete with his Elon Musk’s own AI endeavors.\n\n“Wrong, as you surely know. Want to come visit the first site already under way? This is great for the country. I realize what is great for the country isn’t always what’s optimal for your companies, but in your new role I hope you’ll mostly put US first”.\n— Sam Altman\n\nMusk is leading Trump’s government efficiency efforts and will also be advising him on spending. The billionaire, ever since leaving OpenAI’s board in 2018, has been engaged in a feud with Altman. Sources close to Stargate also reveal that they are not sure how Musk has arrived at the figure. According to them, the company is well-positioned to deploy $100 billion.\n\n\n“I think this will be the most important project of this era. We wouldn’t be able to do this without you, Mr. President”.\n-Sam Altman.\n\n\nIn light of this, Bloomberg revealed that Trump has, on several occasions, promoted private-sector investment promises that never went on to materialize. One of these failed promises has been the failed Foxconn factory project which Trump deemed as the “Eighth Wonder of the World”. No wonder the Stargate announcement has sparked skepticism regarding the project’s completion.\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n Copyright: \nwolandmaster / 123RF Stock Photo\nTesla, Inc. (NASDAQ:TSLA)\nNumber of Hedge Fund Holders: 99\nTesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. One of the biggest analyst calls for Tuesday, January 21st, was for Tesla Inc. Piper Sandler reiterated an “Overweight” rating on Tesla, Inc. (NASDAQ:TSLA) and raised the firm’s price target to $500 from $315. According to the firm, investors have begun appreciating Tesla’s potential in real-world artificial intelligence. The analyst told investors in the research note that as a result of this, portfolio managers are entertaining the possibility of the stock going up. Moreover, once the company is done with its current car launch plans, it will redirect its focus toward its full-driving software (FSD). The firm hasn’t estimated the impact of other ambiguous AI endeavors but is optimistic that new-age opportunities like Optimus robots and neural-net-training-as-a-service will shape the company’s thesis. According to the firm, Tesla’s (NASDAQ:TSLA) first half of 2025 “may be choppy,” but it remains its top “buy-and-hold idea”.\n\n“Regarding our views on the stock, TSLA is still our #1 buy-and-hold idea, and accordingly, we’re boosting our price target to $500 (up from $315)”.\n\nOverall, TSLA ranks 2nd on our list of AI stocks investors are watching closely. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395023325676024,"gmtCreate":1737451526590,"gmtModify":1737451530400,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So many sour grapes around...trying hard to talk down Tesla","listText":"So many sour grapes around...trying hard to talk down Tesla","text":"So many sour grapes around...trying hard to talk down Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395023325676024","repostId":"1189909655","repostType":2,"repost":{"id":"1189909655","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737770400,"share":"https://ttm.financial/m/news/1189909655?lang=&edition=fundamental","pubTime":"2025-01-25 10:00","market":"us","language":"en","title":"Tesla Q4 Preview: Can the EV King Be Trusted?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189909655","media":"Tiger Newspress","summary":"Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial r","content":"<html><head></head><body><blockquote><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.</p><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Tesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.</p><p>Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> 72 cents, adjusted vs. 58 cents expected</p></li><li><p><strong>Revenue:</strong> $25.18 billion vs. $25.37 billion expected</p></li></ul><p style=\"text-align: start;\">Revenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.</p><h2 id=\"id_2617719276\" style=\"text-align: left;\">Q4 Results Outlook</h2><h3 id=\"id_2820609817\">Tesla Reports First-Ever Drop in Annual Deliveries</h3><p>Tesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:</p><ul style=\"\"><li><p style=\"text-align: start;\">Total deliveries Q4 2024: 495,570</p></li><li><p style=\"text-align: start;\">Total production Q4 2024: 459,445</p></li><li><p style=\"text-align: start;\">Total annual deliveries 2024: 1,789,226</p></li><li><p style=\"text-align: start;\">Total annual production 2024: 1,773,443</p></li></ul><p style=\"text-align: start;\">Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f090297df6420f10d4b244f59952a048\" title=\"\" tg-width=\"1200\" tg-height=\"622\"/></p><h3 id=\"id_633700293\">Tesla&#39;s Megapack Gains a Sweetener as Car Sales Slow</h3><p>Tesla&#39;s 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter&#39;s earnings impact will be more pronounced by late 2025.</p><p>Total auto 4Q gross margin could drop as much as 100 bps from 3Q&#39;s 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.</p><h3 id=\"id_3433050886\">Trump&#39;s Policies, Autonomous Vehicle Timelines and 2025 Guidance</h3><p>Tesla<strong> </strong>stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p>Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p>Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><p>Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p>In addition, Tesla&#39;s guidance for 2025 is an important factor affecting the stock price.</p><h2 id=\"id_30813270\">Analyst&#39;s opinions</h2><h4 id=\"id_512543951\">Bulls</h4><p><strong>Morgan Stanley</strong> believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.</p><p>Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull,<strong> </strong>increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.</p><p><strong>Wedbush Securities</strong> hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.</p><p>Tesla continues to be <strong>Piper Sandler</strong>&#39;s &#34;#1 buy-and-hold idea,&#34; as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla&#39;s potential in &#34;real-world A.I.,&#34; which is driving portfolio managers to consider upside scenarios more seriously.</p><h4 id=\"id_1883715770\">Bears</h4><p><strong>Wells Fargo</strong> reaffirmed on its bearish Tesla call, ignoring the stock&#39;s rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.</p><p style=\"text-align: start;\">Wells Fargo&#39;s analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla&#39;s struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla&#39;s pricing power and U.S. market demand.</p><p style=\"text-align: start;\">Also, Tesla&#39;s futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.</p><p><strong>Bank of America</strong> downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla&#39;s high valuation and possible difficulties carrying out its bold initiatives.</p><p style=\"text-align: start;\">With much of Tesla&#39;s growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock&#39;s current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q4 Preview: Can the EV King Be Trusted?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q4 Preview: Can the EV King Be Trusted?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-25 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.</p><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Tesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.</p><p>Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> 72 cents, adjusted vs. 58 cents expected</p></li><li><p><strong>Revenue:</strong> $25.18 billion vs. $25.37 billion expected</p></li></ul><p style=\"text-align: start;\">Revenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.</p><h2 id=\"id_2617719276\" style=\"text-align: left;\">Q4 Results Outlook</h2><h3 id=\"id_2820609817\">Tesla Reports First-Ever Drop in Annual Deliveries</h3><p>Tesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:</p><ul style=\"\"><li><p style=\"text-align: start;\">Total deliveries Q4 2024: 495,570</p></li><li><p style=\"text-align: start;\">Total production Q4 2024: 459,445</p></li><li><p style=\"text-align: start;\">Total annual deliveries 2024: 1,789,226</p></li><li><p style=\"text-align: start;\">Total annual production 2024: 1,773,443</p></li></ul><p style=\"text-align: start;\">Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f090297df6420f10d4b244f59952a048\" title=\"\" tg-width=\"1200\" tg-height=\"622\"/></p><h3 id=\"id_633700293\">Tesla&#39;s Megapack Gains a Sweetener as Car Sales Slow</h3><p>Tesla&#39;s 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter&#39;s earnings impact will be more pronounced by late 2025.</p><p>Total auto 4Q gross margin could drop as much as 100 bps from 3Q&#39;s 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.</p><h3 id=\"id_3433050886\">Trump&#39;s Policies, Autonomous Vehicle Timelines and 2025 Guidance</h3><p>Tesla<strong> </strong>stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p>Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p>Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><p>Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p>In addition, Tesla&#39;s guidance for 2025 is an important factor affecting the stock price.</p><h2 id=\"id_30813270\">Analyst&#39;s opinions</h2><h4 id=\"id_512543951\">Bulls</h4><p><strong>Morgan Stanley</strong> believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.</p><p>Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull,<strong> </strong>increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.</p><p><strong>Wedbush Securities</strong> hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.</p><p>Tesla continues to be <strong>Piper Sandler</strong>&#39;s &#34;#1 buy-and-hold idea,&#34; as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla&#39;s potential in &#34;real-world A.I.,&#34; which is driving portfolio managers to consider upside scenarios more seriously.</p><h4 id=\"id_1883715770\">Bears</h4><p><strong>Wells Fargo</strong> reaffirmed on its bearish Tesla call, ignoring the stock&#39;s rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.</p><p style=\"text-align: start;\">Wells Fargo&#39;s analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla&#39;s struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla&#39;s pricing power and U.S. market demand.</p><p style=\"text-align: start;\">Also, Tesla&#39;s futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.</p><p><strong>Bank of America</strong> downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla&#39;s high valuation and possible difficulties carrying out its bold initiatives.</p><p style=\"text-align: start;\">With much of Tesla&#39;s growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock&#39;s current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189909655","content_text":"Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Previous Quarter ReviewTesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:Earnings per share: 72 cents, adjusted vs. 58 cents expectedRevenue: $25.18 billion vs. $25.37 billion expectedRevenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.Q4 Results OutlookTesla Reports First-Ever Drop in Annual DeliveriesTesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:Total deliveries Q4 2024: 495,570Total production Q4 2024: 459,445Total annual deliveries 2024: 1,789,226Total annual production 2024: 1,773,443Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.Tesla's Megapack Gains a Sweetener as Car Sales SlowTesla's 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter's earnings impact will be more pronounced by late 2025.Total auto 4Q gross margin could drop as much as 100 bps from 3Q's 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.Trump's Policies, Autonomous Vehicle Timelines and 2025 GuidanceTesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.Musk has said he expects FSD to achieve true self-driving by mid-2025, though he's said similar \"this year\" or \"next year\" statements for about a decade.In addition, Tesla's guidance for 2025 is an important factor affecting the stock price.Analyst's opinionsBullsMorgan Stanley believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.Adam Jonas, Morgan Stanley's high-profile auto analyst and a TSLA bull, increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a \"top pick\" for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.Wedbush Securities hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.Tesla continues to be Piper Sandler's \"#1 buy-and-hold idea,\" as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla's potential in \"real-world A.I.,\" which is driving portfolio managers to consider upside scenarios more seriously.BearsWells Fargo reaffirmed on its bearish Tesla call, ignoring the stock's rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.Wells Fargo's analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla's struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla's pricing power and U.S. market demand.Also, Tesla's futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.Bank of America downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla's high valuation and possible difficulties carrying out its bold initiatives.With much of Tesla's growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock's current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394971088560728,"gmtCreate":1737438852623,"gmtModify":1737438856422,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"We know the grapes very sour","listText":"We know the grapes very sour","text":"We know the grapes very sour","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394971088560728","repostId":"2505287675","repostType":2,"repost":{"id":"2505287675","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737428595,"share":"https://ttm.financial/m/news/2505287675?lang=&edition=fundamental","pubTime":"2025-01-21 11:03","market":"other","language":"en","title":"Forget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2505287675","media":"Dow Jones","summary":"Looking to invest in artificial intelligence stocks this year and worried you've missed the boat?Don't worry, a pivot away from obvious winners like Tesla and Nvidia is the solution.That's according to Morningstar's chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.His view is based on the idea that Big Tech companies' capital expenditure levels can't carry on rising at such a fast pace, more than two years after the launch of OpenAI's ChatGPT kicked off an AI spending war.\"We're not going to see that explosive increase in demand of the past two years again,\" Sekera told Barron's. \"It will still increase, but we won't see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.\". This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<html><head></head><body><p>Looking to invest in artificial intelligence stocks this year and worried you&#39;ve missed the boat? Don&#39;t worry, a pivot away from obvious winners like  <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  and  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  is the solution.</p><p>That&#39;s according to Morningstar&#39;s chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.</p><p>His view is based on the idea that Big Tech companies&#39; capital expenditure levels can&#39;t carry on rising at such a fast pace, more than two years after the launch of OpenAI&#39;s ChatGPT kicked off an AI spending war.</p><p>&#34;We&#39;re not going to see that explosive increase in demand of the past two years again,&#34; Sekera told Barron&#39;s. &#34;It will still increase, but we won&#39;t see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.&#34;</p><p>That means Morningstar is more bearish than most on Nvidia, which has made shattering Wall Street&#39;s expectations into something of a quarterly tradition over the past two years. The research firm thinks the stock is now trading close to its fair value after back-to-back years of triple-digit gains.</p><p>Tesla looks even more overvalued by Morningstar&#39;s value investing-focused metrics -- strategists think that at $426.50, the stock is trading at more than double its fair value.</p><p>The AI stocks Sekera is bullish on range from the well-established AI plays to a couple of unloved and under-the-radar names. Software developers  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  and  <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>  and Google owner  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  are all trading at a discount to their fair value, by Morningstar&#39;s metrics -- but those aren&#39;t exactly unheard-of picks to benefit from the AI surge.</p><p>Chip maker  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  has dropped 30% over the past year, but that selloff has made it another name that looks undervalued, according to Morningstar. Sekera told Barron&#39;s that the stock &#34;now trades too much to the downside,&#34; adding that he thinks for the long-term AMD will be &#34;the number two player behind Nvidia&#34; in providing graphics processing units and AI hardware.</p><p>A less well-known stock that Sekera&#39;s team likes is  <a href=\"https://laohu8.com/S/CTSH\">Cognizant Technology Solutions Corp</a> , an S&amp;P 500-listed business consultancy that Morningstar thinks trades at an 18% discount to its fair value. Sekera said Cognizant was one of a number of companies set to benefit from using AI to improve productivity and efficiency in a bid to boost their margins.</p><p>&#34;We aren&#39;t bearish on AI -- we think a lot of stocks now have AI fully priced in, but there are still select pockets of undervaluation in the space,&#34; he told Barron&#39;s. It&#39;s a reminder that there are still bargains to be found, even in such a red-hot space.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-21 11:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Looking to invest in artificial intelligence stocks this year and worried you&#39;ve missed the boat? Don&#39;t worry, a pivot away from obvious winners like  <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  and  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  is the solution.</p><p>That&#39;s according to Morningstar&#39;s chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.</p><p>His view is based on the idea that Big Tech companies&#39; capital expenditure levels can&#39;t carry on rising at such a fast pace, more than two years after the launch of OpenAI&#39;s ChatGPT kicked off an AI spending war.</p><p>&#34;We&#39;re not going to see that explosive increase in demand of the past two years again,&#34; Sekera told Barron&#39;s. &#34;It will still increase, but we won&#39;t see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.&#34;</p><p>That means Morningstar is more bearish than most on Nvidia, which has made shattering Wall Street&#39;s expectations into something of a quarterly tradition over the past two years. The research firm thinks the stock is now trading close to its fair value after back-to-back years of triple-digit gains.</p><p>Tesla looks even more overvalued by Morningstar&#39;s value investing-focused metrics -- strategists think that at $426.50, the stock is trading at more than double its fair value.</p><p>The AI stocks Sekera is bullish on range from the well-established AI plays to a couple of unloved and under-the-radar names. Software developers  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  and  <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>  and Google owner  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  are all trading at a discount to their fair value, by Morningstar&#39;s metrics -- but those aren&#39;t exactly unheard-of picks to benefit from the AI surge.</p><p>Chip maker  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  has dropped 30% over the past year, but that selloff has made it another name that looks undervalued, according to Morningstar. Sekera told Barron&#39;s that the stock &#34;now trades too much to the downside,&#34; adding that he thinks for the long-term AMD will be &#34;the number two player behind Nvidia&#34; in providing graphics processing units and AI hardware.</p><p>A less well-known stock that Sekera&#39;s team likes is  <a href=\"https://laohu8.com/S/CTSH\">Cognizant Technology Solutions Corp</a> , an S&amp;P 500-listed business consultancy that Morningstar thinks trades at an 18% discount to its fair value. Sekera said Cognizant was one of a number of companies set to benefit from using AI to improve productivity and efficiency in a bid to boost their margins.</p><p>&#34;We aren&#39;t bearish on AI -- we think a lot of stocks now have AI fully priced in, but there are still select pockets of undervaluation in the space,&#34; he told Barron&#39;s. It&#39;s a reminder that there are still bargains to be found, even in such a red-hot space.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4538":"云计算","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NVDA":"英伟达","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","CTSH":"高知特","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","GOOGL":"谷歌A","MSFT":"微软","ORCL":"甲骨文","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","AMD":"美国超微公司","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4567":"ESG概念","TSLA":"特斯拉","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4587":"ChatGPT概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2505287675","content_text":"Looking to invest in artificial intelligence stocks this year and worried you've missed the boat? Don't worry, a pivot away from obvious winners like  Tesla Motors  and  NVIDIA  is the solution.That's according to Morningstar's chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.His view is based on the idea that Big Tech companies' capital expenditure levels can't carry on rising at such a fast pace, more than two years after the launch of OpenAI's ChatGPT kicked off an AI spending war.\"We're not going to see that explosive increase in demand of the past two years again,\" Sekera told Barron's. \"It will still increase, but we won't see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.\"That means Morningstar is more bearish than most on Nvidia, which has made shattering Wall Street's expectations into something of a quarterly tradition over the past two years. The research firm thinks the stock is now trading close to its fair value after back-to-back years of triple-digit gains.Tesla looks even more overvalued by Morningstar's value investing-focused metrics -- strategists think that at $426.50, the stock is trading at more than double its fair value.The AI stocks Sekera is bullish on range from the well-established AI plays to a couple of unloved and under-the-radar names. Software developers  Microsoft  and  Oracle  and Google owner  Alphabet  are all trading at a discount to their fair value, by Morningstar's metrics -- but those aren't exactly unheard-of picks to benefit from the AI surge.Chip maker  Advanced Micro Devices  has dropped 30% over the past year, but that selloff has made it another name that looks undervalued, according to Morningstar. Sekera told Barron's that the stock \"now trades too much to the downside,\" adding that he thinks for the long-term AMD will be \"the number two player behind Nvidia\" in providing graphics processing units and AI hardware.A less well-known stock that Sekera's team likes is  Cognizant Technology Solutions Corp , an S&P 500-listed business consultancy that Morningstar thinks trades at an 18% discount to its fair value. Sekera said Cognizant was one of a number of companies set to benefit from using AI to improve productivity and efficiency in a bid to boost their margins.\"We aren't bearish on AI -- we think a lot of stocks now have AI fully priced in, but there are still select pockets of undervaluation in the space,\" he told Barron's. It's a reminder that there are still bargains to be found, even in such a red-hot space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393553595244944,"gmtCreate":1737119642251,"gmtModify":1737119645901,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape and Tesla hater","listText":"Another sour grape and Tesla hater","text":"Another sour grape and Tesla hater","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393553595244944","repostId":"2504525711","repostType":2,"repost":{"id":"2504525711","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737117000,"share":"https://ttm.financial/m/news/2504525711?lang=&edition=fundamental","pubTime":"2025-01-17 20:30","market":"sg","language":"en","title":"Microsoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504525711","media":"Dow Jones","summary":"Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia.The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla.However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more.The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple.While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to se","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Elsa Ohlen \n</p>\n<p>\n  Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia. \n</p>\n<p>\n     The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla. \n</p>\n<p>\n     However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more. \n</p>\n<p>\n     The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple. \n</p>\n<p>\n     While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to several factors. \n</p>\n<p>\n     At the bottom is Microsoft, ranking particularly low on Research &amp; Development versus capital expenditure, price momentum, and growth and revisions. Tesla and Amazon.com are rated as number six and five, respectively. \n</p>\n<p>\n     Since 2020, Mag 7 stocks are up by an average 640% versus about 100% for the S&amp;P 500 and now have a combined weight of 34% of the benchmark index, Peramunetilleke said. \n</p>\n<p>\n     Write to Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 07:30 ET (12:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Elsa Ohlen \n</p>\n<p>\n  Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia. \n</p>\n<p>\n     The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla. \n</p>\n<p>\n     However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more. \n</p>\n<p>\n     The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple. \n</p>\n<p>\n     While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to several factors. \n</p>\n<p>\n     At the bottom is Microsoft, ranking particularly low on Research &amp; Development versus capital expenditure, price momentum, and growth and revisions. Tesla and Amazon.com are rated as number six and five, respectively. \n</p>\n<p>\n     Since 2020, Mag 7 stocks are up by an average 640% versus about 100% for the S&amp;P 500 and now have a combined weight of 34% of the benchmark index, Peramunetilleke said. \n</p>\n<p>\n     Write to Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 07:30 ET (12:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504525711","content_text":"By Elsa Ohlen \n\n\n  Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia. \n\n\n     The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla. \n\n\n     However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more. \n\n\n     The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple. \n\n\n     While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to several factors. \n\n\n     At the bottom is Microsoft, ranking particularly low on Research & Development versus capital expenditure, price momentum, and growth and revisions. Tesla and Amazon.com are rated as number six and five, respectively. \n\n\n     Since 2020, Mag 7 stocks are up by an average 640% versus about 100% for the S&P 500 and now have a combined weight of 34% of the benchmark index, Peramunetilleke said. \n\n\n     Write to Elsa Ohlen at elsa.ohlen@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 17, 2025 07:30 ET (12:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393584057671800,"gmtCreate":1737115932390,"gmtModify":1737115936279,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape article","listText":"Sour grape article","text":"Sour grape article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393584057671800","repostId":"2504159750","repostType":2,"repost":{"id":"2504159750","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737115020,"share":"https://ttm.financial/m/news/2504159750?lang=&edition=fundamental","pubTime":"2025-01-17 19:57","market":"sh","language":"en","title":"Tesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504159750","media":"Dow Jones","summary":"Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla.\"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday.Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year.In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot.Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense.This ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla. \n</p>\n<p>\n     Investors wanted to talk about \"anything but cars.\" \n</p>\n<p>\n     \"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday. \n</p>\n<p>\n     Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year. \n</p>\n<p>\n     If cars don't matter for Tesla stock, then what does? In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot. \n</p>\n<p>\n     Tesla plans to launch a self-driving robotaxi service by the end of 2025. Musk also has suggested that robot sales could start this year. Having both happening are what can drive Tesla stock higher. \n</p>\n<p>\n     Shares already have had an impressive AI-fueled run. Coming into Friday, Tesla stock has risen more than 70% since the company's Oct. 10 Robotaxi event and have gained more than 60% since the Nov. 5 presidential election. \n</p>\n<p>\n     Tesla's Robotaxi Day outlined the company's plans for a robotaxi service. What's more, investors expect the incoming Donald Trump administration to accelerate federal rule-making to encourage autonomous vehicle deployment. \n</p>\n<p>\n     Shares were up 0.9% at $417.40 in premarket trading, while S&amp;P 500 and Dow Jones Industrial Average futures each rose about 0.4%. \n</p>\n<p>\n     Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense. \n</p>\n<p>\n     He values Tesla's self-driving-related technologies, including robotaxis, at $258 a share, Tesla's battery storage business at $66 a share, and expects Tesla to supply technology to other automakers eventually. That's worth $17 a share. \n</p>\n<p>\n     He doesn't have a value for humanoid robots. Jonas is waiting to see how the technology, supply chain, and costs develop. \n</p>\n<p>\n     Jonas is at the higher end of analyst price targets. The average price target for Tesla shares is about $317, according to FactSet. \n</p>\n<p>\n     That's below where shares have been trading, but still values Tesla at $1 trillion, multiples of the combined value of many traditional auto makers. For most of Wall Street, it seems, Tesla is about more than cars. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 06:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 19:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla. \n</p>\n<p>\n     Investors wanted to talk about \"anything but cars.\" \n</p>\n<p>\n     \"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday. \n</p>\n<p>\n     Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year. \n</p>\n<p>\n     If cars don't matter for Tesla stock, then what does? In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot. \n</p>\n<p>\n     Tesla plans to launch a self-driving robotaxi service by the end of 2025. Musk also has suggested that robot sales could start this year. Having both happening are what can drive Tesla stock higher. \n</p>\n<p>\n     Shares already have had an impressive AI-fueled run. Coming into Friday, Tesla stock has risen more than 70% since the company's Oct. 10 Robotaxi event and have gained more than 60% since the Nov. 5 presidential election. \n</p>\n<p>\n     Tesla's Robotaxi Day outlined the company's plans for a robotaxi service. What's more, investors expect the incoming Donald Trump administration to accelerate federal rule-making to encourage autonomous vehicle deployment. \n</p>\n<p>\n     Shares were up 0.9% at $417.40 in premarket trading, while S&amp;P 500 and Dow Jones Industrial Average futures each rose about 0.4%. \n</p>\n<p>\n     Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense. \n</p>\n<p>\n     He values Tesla's self-driving-related technologies, including robotaxis, at $258 a share, Tesla's battery storage business at $66 a share, and expects Tesla to supply technology to other automakers eventually. That's worth $17 a share. \n</p>\n<p>\n     He doesn't have a value for humanoid robots. Jonas is waiting to see how the technology, supply chain, and costs develop. \n</p>\n<p>\n     Jonas is at the higher end of analyst price targets. The average price target for Tesla shares is about $317, according to FactSet. \n</p>\n<p>\n     That's below where shares have been trading, but still values Tesla at $1 trillion, multiples of the combined value of many traditional auto makers. For most of Wall Street, it seems, Tesla is about more than cars. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 06:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4504":"桥水持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4127":"投资银行业与经纪业","ISBC":"投资者银行","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504159750","content_text":"Al Root \n\n\n  Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla. \n\n\n     Investors wanted to talk about \"anything but cars.\" \n\n\n     \"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday. \n\n\n     Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year. \n\n\n     If cars don't matter for Tesla stock, then what does? In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot. \n\n\n     Tesla plans to launch a self-driving robotaxi service by the end of 2025. Musk also has suggested that robot sales could start this year. Having both happening are what can drive Tesla stock higher. \n\n\n     Shares already have had an impressive AI-fueled run. Coming into Friday, Tesla stock has risen more than 70% since the company's Oct. 10 Robotaxi event and have gained more than 60% since the Nov. 5 presidential election. \n\n\n     Tesla's Robotaxi Day outlined the company's plans for a robotaxi service. What's more, investors expect the incoming Donald Trump administration to accelerate federal rule-making to encourage autonomous vehicle deployment. \n\n\n     Shares were up 0.9% at $417.40 in premarket trading, while S&P 500 and Dow Jones Industrial Average futures each rose about 0.4%. \n\n\n     Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense. \n\n\n     He values Tesla's self-driving-related technologies, including robotaxis, at $258 a share, Tesla's battery storage business at $66 a share, and expects Tesla to supply technology to other automakers eventually. That's worth $17 a share. \n\n\n     He doesn't have a value for humanoid robots. Jonas is waiting to see how the technology, supply chain, and costs develop. \n\n\n     Jonas is at the higher end of analyst price targets. The average price target for Tesla shares is about $317, according to FactSet. \n\n\n     That's below where shares have been trading, but still values Tesla at $1 trillion, multiples of the combined value of many traditional auto makers. For most of Wall Street, it seems, Tesla is about more than cars. \n\n\n     Write to Al Root at  allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 17, 2025 06:57 ET (11:57 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393533894762688,"gmtCreate":1737103882750,"gmtModify":1737106313642,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Of course trump will not share with loser like u! So u can just FO","listText":"Of course trump will not share with loser like u! So u can just FO","text":"Of course trump will not share with loser like u! So u can just FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393533894762688","repostId":"2504186337","repostType":2,"repost":{"id":"2504186337","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737097200,"share":"https://ttm.financial/m/news/2504186337?lang=&edition=fundamental","pubTime":"2025-01-17 15:00","market":"hk","language":"en","title":"Why the Trump-Musk Bromance Won't Last -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504186337","media":"Dow Jones","summary":"This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor.Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects.If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising.Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X , and various other companies, including SpaceX -- has clearly been doing.Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla ho","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Allan Sloan \n</p>\n<p>\n  This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor. \n</p>\n<p>\n     Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects. \n</p>\n<p>\n     If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising. \n</p>\n<p>\n     Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X (formerly Twitter), and various other companies, including SpaceX -- has clearly been doing. \n</p>\n<p>\n     This raises an obvious question. When, if ever, is the president-elect going to get tired of Musk benefiting from his Trump-amplified public profile and cut him off? \n</p>\n<p>\n     Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla holdings since Trump's victory was announced. \n</p>\n<p>\n     At the market close on Election Day, Tesla was up 1.2% for the year. But between Election Day and the end of 2024, Tesla shares took off for the moon (no SpaceX rocket required). \n</p>\n<p>\n     Tesla rose more than 60% from Election Day through year end, accounting for $109 billion of the $111 billion that Musk's Tesla shares increased in value for the year. \n</p>\n<p>\n     So why isn't Trump cutting Musk off at the knees? \n</p>\n<p>\n     Let me offer a somewhat heretical thought. I think that a major reason for Trump being so nice to Musk -- the richest person in the world, according to the billionaires lists of Bloomberg and Forbes -- is that Musk could be the way for Trump to monetize his stake in Trump Media &amp; Technology Group, the company that owns Trump's favorite social-media platform, Truth Social. \n</p>\n<p>\n     By rational financial standards, Trump Media -- whose ticker symbol is DJT, Donald John Trump's initials -- seems hugely overpriced. And Trump hasn't been selling any of his shares, which would doubtless crash the stock. \n</p>\n<p>\n     DJT, which reported revenue of $2.6 million (no, that is not a typo), an operating loss of $140.7 million, and a total loss of $363.2 million for the first nine months of last year, the most recent available numbers, had a stock market value of $8.8 billion when last I looked. That is $8.1 billion more than its cash on hand. \n</p>\n<p>\n     Trump's stake, 114.75 million shares, was worth about $4.7 billion. \n</p>\n<p>\n     Trump put those shares in a revocable trust in his son Don Jr.'s name in December, but the president-elect still owns them indirectly. \n</p>\n<p>\n     If Musk, whose net worth is estimated at $427 billion in the most recent Forbes Billionaires List and $450 billion in the Bloomberg Billionaires Index, paid $60 a share for DJT -- about 50% above the recent market price -- it would cost him $12.9 billion. That is barely a rounding error in his wealth. \n</p>\n<p>\n     It would also allow Musk to have control of both X, a hugely popular social-media outlet; and Truth Social, Trump's favored outlet. \n</p>\n<p>\n     When I emailed X and Tesla to ask for comment about my Musk-Trump thesis, I got no response. Trump Media didn't respond to my emails, either. \n</p>\n<p>\n     When I emailed Trump's transition team, Steven Cheung, a Trump spokesman, gave me a far more interesting response than the poop emojis Musk's companies sometimes send reporters: \"Stop taking mushrooms,\" he emailed me, \"they interfere with the tin foil hat affixed to your head.\" \n</p>\n<p>\n     Cheung is scheduled to become communications director at the White House. If my somewhat heretical Musk-Trump thesis proves to be accurate, I'll be sending some mushrooms and a tin foil hat to 1600 Pennsylvania Ave. \n</p>\n<p>\n     Disclosure: I own one share of both Tesla and DJT to have guaranteed access to their shareholder reports. I'll donate to charity any profit that I realize on either stock. \n</p>\n<p>\n     Write to editors@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 02:00 ET (07:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Trump-Musk Bromance Won't Last -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Trump-Musk Bromance Won't Last -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Allan Sloan \n</p>\n<p>\n  This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor. \n</p>\n<p>\n     Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects. \n</p>\n<p>\n     If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising. \n</p>\n<p>\n     Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X (formerly Twitter), and various other companies, including SpaceX -- has clearly been doing. \n</p>\n<p>\n     This raises an obvious question. When, if ever, is the president-elect going to get tired of Musk benefiting from his Trump-amplified public profile and cut him off? \n</p>\n<p>\n     Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla holdings since Trump's victory was announced. \n</p>\n<p>\n     At the market close on Election Day, Tesla was up 1.2% for the year. But between Election Day and the end of 2024, Tesla shares took off for the moon (no SpaceX rocket required). \n</p>\n<p>\n     Tesla rose more than 60% from Election Day through year end, accounting for $109 billion of the $111 billion that Musk's Tesla shares increased in value for the year. \n</p>\n<p>\n     So why isn't Trump cutting Musk off at the knees? \n</p>\n<p>\n     Let me offer a somewhat heretical thought. I think that a major reason for Trump being so nice to Musk -- the richest person in the world, according to the billionaires lists of Bloomberg and Forbes -- is that Musk could be the way for Trump to monetize his stake in Trump Media &amp; Technology Group, the company that owns Trump's favorite social-media platform, Truth Social. \n</p>\n<p>\n     By rational financial standards, Trump Media -- whose ticker symbol is DJT, Donald John Trump's initials -- seems hugely overpriced. And Trump hasn't been selling any of his shares, which would doubtless crash the stock. \n</p>\n<p>\n     DJT, which reported revenue of $2.6 million (no, that is not a typo), an operating loss of $140.7 million, and a total loss of $363.2 million for the first nine months of last year, the most recent available numbers, had a stock market value of $8.8 billion when last I looked. That is $8.1 billion more than its cash on hand. \n</p>\n<p>\n     Trump's stake, 114.75 million shares, was worth about $4.7 billion. \n</p>\n<p>\n     Trump put those shares in a revocable trust in his son Don Jr.'s name in December, but the president-elect still owns them indirectly. \n</p>\n<p>\n     If Musk, whose net worth is estimated at $427 billion in the most recent Forbes Billionaires List and $450 billion in the Bloomberg Billionaires Index, paid $60 a share for DJT -- about 50% above the recent market price -- it would cost him $12.9 billion. That is barely a rounding error in his wealth. \n</p>\n<p>\n     It would also allow Musk to have control of both X, a hugely popular social-media outlet; and Truth Social, Trump's favored outlet. \n</p>\n<p>\n     When I emailed X and Tesla to ask for comment about my Musk-Trump thesis, I got no response. Trump Media didn't respond to my emails, either. \n</p>\n<p>\n     When I emailed Trump's transition team, Steven Cheung, a Trump spokesman, gave me a far more interesting response than the poop emojis Musk's companies sometimes send reporters: \"Stop taking mushrooms,\" he emailed me, \"they interfere with the tin foil hat affixed to your head.\" \n</p>\n<p>\n     Cheung is scheduled to become communications director at the White House. If my somewhat heretical Musk-Trump thesis proves to be accurate, I'll be sending some mushrooms and a tin foil hat to 1600 Pennsylvania Ave. \n</p>\n<p>\n     Disclosure: I own one share of both Tesla and DJT to have guaranteed access to their shareholder reports. I'll donate to charity any profit that I realize on either stock. \n</p>\n<p>\n     Write to editors@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 02:00 ET (07:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4543":"AI","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4574":"无人驾驶","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSYW.SI":"TESLA 3xLongSG261006","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4516":"特朗普概念","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504186337","content_text":"By Allan Sloan \n\n\n  This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor. \n\n\n     Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects. \n\n\n     If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising. \n\n\n     Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X (formerly Twitter), and various other companies, including SpaceX -- has clearly been doing. \n\n\n     This raises an obvious question. When, if ever, is the president-elect going to get tired of Musk benefiting from his Trump-amplified public profile and cut him off? \n\n\n     Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla holdings since Trump's victory was announced. \n\n\n     At the market close on Election Day, Tesla was up 1.2% for the year. But between Election Day and the end of 2024, Tesla shares took off for the moon (no SpaceX rocket required). \n\n\n     Tesla rose more than 60% from Election Day through year end, accounting for $109 billion of the $111 billion that Musk's Tesla shares increased in value for the year. \n\n\n     So why isn't Trump cutting Musk off at the knees? \n\n\n     Let me offer a somewhat heretical thought. I think that a major reason for Trump being so nice to Musk -- the richest person in the world, according to the billionaires lists of Bloomberg and Forbes -- is that Musk could be the way for Trump to monetize his stake in Trump Media & Technology Group, the company that owns Trump's favorite social-media platform, Truth Social. \n\n\n     By rational financial standards, Trump Media -- whose ticker symbol is DJT, Donald John Trump's initials -- seems hugely overpriced. And Trump hasn't been selling any of his shares, which would doubtless crash the stock. \n\n\n     DJT, which reported revenue of $2.6 million (no, that is not a typo), an operating loss of $140.7 million, and a total loss of $363.2 million for the first nine months of last year, the most recent available numbers, had a stock market value of $8.8 billion when last I looked. That is $8.1 billion more than its cash on hand. \n\n\n     Trump's stake, 114.75 million shares, was worth about $4.7 billion. \n\n\n     Trump put those shares in a revocable trust in his son Don Jr.'s name in December, but the president-elect still owns them indirectly. \n\n\n     If Musk, whose net worth is estimated at $427 billion in the most recent Forbes Billionaires List and $450 billion in the Bloomberg Billionaires Index, paid $60 a share for DJT -- about 50% above the recent market price -- it would cost him $12.9 billion. That is barely a rounding error in his wealth. \n\n\n     It would also allow Musk to have control of both X, a hugely popular social-media outlet; and Truth Social, Trump's favored outlet. \n\n\n     When I emailed X and Tesla to ask for comment about my Musk-Trump thesis, I got no response. Trump Media didn't respond to my emails, either. \n\n\n     When I emailed Trump's transition team, Steven Cheung, a Trump spokesman, gave me a far more interesting response than the poop emojis Musk's companies sometimes send reporters: \"Stop taking mushrooms,\" he emailed me, \"they interfere with the tin foil hat affixed to your head.\" \n\n\n     Cheung is scheduled to become communications director at the White House. If my somewhat heretical Musk-Trump thesis proves to be accurate, I'll be sending some mushrooms and a tin foil hat to 1600 Pennsylvania Ave. \n\n\n     Disclosure: I own one share of both Tesla and DJT to have guaranteed access to their shareholder reports. I'll donate to charity any profit that I realize on either stock. \n\n\n     Write to editors@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 17, 2025 02:00 ET (07:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":395023325676024,"gmtCreate":1737451526590,"gmtModify":1737451530400,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So many sour grapes around...trying hard to talk down Tesla","listText":"So many sour grapes around...trying hard to talk down Tesla","text":"So many sour grapes around...trying hard to talk down Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395023325676024","repostId":"1189909655","repostType":2,"repost":{"id":"1189909655","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737770400,"share":"https://ttm.financial/m/news/1189909655?lang=&edition=fundamental","pubTime":"2025-01-25 10:00","market":"us","language":"en","title":"Tesla Q4 Preview: Can the EV King Be Trusted?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189909655","media":"Tiger Newspress","summary":"Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial r","content":"<html><head></head><body><blockquote><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.</p><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Tesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.</p><p>Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> 72 cents, adjusted vs. 58 cents expected</p></li><li><p><strong>Revenue:</strong> $25.18 billion vs. $25.37 billion expected</p></li></ul><p style=\"text-align: start;\">Revenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.</p><h2 id=\"id_2617719276\" style=\"text-align: left;\">Q4 Results Outlook</h2><h3 id=\"id_2820609817\">Tesla Reports First-Ever Drop in Annual Deliveries</h3><p>Tesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:</p><ul style=\"\"><li><p style=\"text-align: start;\">Total deliveries Q4 2024: 495,570</p></li><li><p style=\"text-align: start;\">Total production Q4 2024: 459,445</p></li><li><p style=\"text-align: start;\">Total annual deliveries 2024: 1,789,226</p></li><li><p style=\"text-align: start;\">Total annual production 2024: 1,773,443</p></li></ul><p style=\"text-align: start;\">Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f090297df6420f10d4b244f59952a048\" title=\"\" tg-width=\"1200\" tg-height=\"622\"/></p><h3 id=\"id_633700293\">Tesla&#39;s Megapack Gains a Sweetener as Car Sales Slow</h3><p>Tesla&#39;s 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter&#39;s earnings impact will be more pronounced by late 2025.</p><p>Total auto 4Q gross margin could drop as much as 100 bps from 3Q&#39;s 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.</p><h3 id=\"id_3433050886\">Trump&#39;s Policies, Autonomous Vehicle Timelines and 2025 Guidance</h3><p>Tesla<strong> </strong>stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p>Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p>Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><p>Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p>In addition, Tesla&#39;s guidance for 2025 is an important factor affecting the stock price.</p><h2 id=\"id_30813270\">Analyst&#39;s opinions</h2><h4 id=\"id_512543951\">Bulls</h4><p><strong>Morgan Stanley</strong> believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.</p><p>Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull,<strong> </strong>increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.</p><p><strong>Wedbush Securities</strong> hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.</p><p>Tesla continues to be <strong>Piper Sandler</strong>&#39;s &#34;#1 buy-and-hold idea,&#34; as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla&#39;s potential in &#34;real-world A.I.,&#34; which is driving portfolio managers to consider upside scenarios more seriously.</p><h4 id=\"id_1883715770\">Bears</h4><p><strong>Wells Fargo</strong> reaffirmed on its bearish Tesla call, ignoring the stock&#39;s rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.</p><p style=\"text-align: start;\">Wells Fargo&#39;s analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla&#39;s struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla&#39;s pricing power and U.S. market demand.</p><p style=\"text-align: start;\">Also, Tesla&#39;s futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.</p><p><strong>Bank of America</strong> downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla&#39;s high valuation and possible difficulties carrying out its bold initiatives.</p><p style=\"text-align: start;\">With much of Tesla&#39;s growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock&#39;s current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q4 Preview: Can the EV King Be Trusted?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q4 Preview: Can the EV King Be Trusted?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-25 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.</p><p>Tesla&#39;s Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg&#39;s consistent expectations.</p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Tesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.</p><p>Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> 72 cents, adjusted vs. 58 cents expected</p></li><li><p><strong>Revenue:</strong> $25.18 billion vs. $25.37 billion expected</p></li></ul><p style=\"text-align: start;\">Revenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.</p><h2 id=\"id_2617719276\" style=\"text-align: left;\">Q4 Results Outlook</h2><h3 id=\"id_2820609817\">Tesla Reports First-Ever Drop in Annual Deliveries</h3><p>Tesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:</p><ul style=\"\"><li><p style=\"text-align: start;\">Total deliveries Q4 2024: 495,570</p></li><li><p style=\"text-align: start;\">Total production Q4 2024: 459,445</p></li><li><p style=\"text-align: start;\">Total annual deliveries 2024: 1,789,226</p></li><li><p style=\"text-align: start;\">Total annual production 2024: 1,773,443</p></li></ul><p style=\"text-align: start;\">Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f090297df6420f10d4b244f59952a048\" title=\"\" tg-width=\"1200\" tg-height=\"622\"/></p><h3 id=\"id_633700293\">Tesla&#39;s Megapack Gains a Sweetener as Car Sales Slow</h3><p>Tesla&#39;s 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter&#39;s earnings impact will be more pronounced by late 2025.</p><p>Total auto 4Q gross margin could drop as much as 100 bps from 3Q&#39;s 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.</p><h3 id=\"id_3433050886\">Trump&#39;s Policies, Autonomous Vehicle Timelines and 2025 Guidance</h3><p>Tesla<strong> </strong>stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p>Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p>Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><p>Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p>In addition, Tesla&#39;s guidance for 2025 is an important factor affecting the stock price.</p><h2 id=\"id_30813270\">Analyst&#39;s opinions</h2><h4 id=\"id_512543951\">Bulls</h4><p><strong>Morgan Stanley</strong> believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.</p><p>Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull,<strong> </strong>increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.</p><p><strong>Wedbush Securities</strong> hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.</p><p>Tesla continues to be <strong>Piper Sandler</strong>&#39;s &#34;#1 buy-and-hold idea,&#34; as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla&#39;s potential in &#34;real-world A.I.,&#34; which is driving portfolio managers to consider upside scenarios more seriously.</p><h4 id=\"id_1883715770\">Bears</h4><p><strong>Wells Fargo</strong> reaffirmed on its bearish Tesla call, ignoring the stock&#39;s rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.</p><p style=\"text-align: start;\">Wells Fargo&#39;s analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla&#39;s struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla&#39;s pricing power and U.S. market demand.</p><p style=\"text-align: start;\">Also, Tesla&#39;s futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.</p><p><strong>Bank of America</strong> downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla&#39;s high valuation and possible difficulties carrying out its bold initiatives.</p><p style=\"text-align: start;\">With much of Tesla&#39;s growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock&#39;s current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189909655","content_text":"Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial results for the fourth quarter of 2024 after market close on Wednesday, January 29, 2025.Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Previous Quarter ReviewTesla reported third-quarter earnings that topped analysts’ estimates even as revenue came in just shy of expectations.Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:Earnings per share: 72 cents, adjusted vs. 58 cents expectedRevenue: $25.18 billion vs. $25.37 billion expectedRevenue increased 8% in the quarter from $23.35 billion a year earlier. Net income rose to about $2.17 billion, or 62 cents a share, from $1.85 billion, or 53 cents a share, a year ago.Q4 Results OutlookTesla Reports First-Ever Drop in Annual DeliveriesTesla has posted its fourth-quarter vehicle production and deliveries report. Here are the key numbers:Total deliveries Q4 2024: 495,570Total production Q4 2024: 459,445Total annual deliveries 2024: 1,789,226Total annual production 2024: 1,773,443Results for the quarter represented the first annual drop in delivery numbers for Tesla, which reported 1.81 million deliveries in 2023. It reported 484,507 deliveries in the fourth quarter of 2023.Tesla's Megapack Gains a Sweetener as Car Sales SlowTesla's 4Q earnings appear poised to top consensus, fueled by record-breaking deployments in its energy segment. The ramp-up of its Megapack battery plant in Shanghai -- almost doubling storage deployment to 60 gigawatt-hours -- will likely boost future earnings, with an estimated 30% gross margin outperforming the auto segment. In 1H, Tesla plans to launch an updated Model Y and introduce a new, more affordable model, expanding market reach. The latter's earnings impact will be more pronounced by late 2025.Total auto 4Q gross margin could drop as much as 100 bps from 3Q's 20.1%, but may still be better than 1H24. A production decline in the quarter may suggest preparation for a Model Y refresh.Trump's Policies, Autonomous Vehicle Timelines and 2025 GuidanceTesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.Investors also will be looking for updates on autonomous vehicle timelines and 2025 guidance.Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.Musk has said he expects FSD to achieve true self-driving by mid-2025, though he's said similar \"this year\" or \"next year\" statements for about a decade.In addition, Tesla's guidance for 2025 is an important factor affecting the stock price.Analyst's opinionsBullsMorgan Stanley believes Tesla shares have significant upside as the company rolls out a fleet of autonomous cars, or robotaxis, that run on artificial intelligence.Adam Jonas, Morgan Stanley's high-profile auto analyst and a TSLA bull, increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a \"top pick\" for the firm. The firm also sees a bull case in which Tesla’s stock could ultimately double to $800 per share.Wedbush Securities hiked its base case price target on Tesla to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration. The bull case price target on Tesla was pushed up to $650.Tesla continues to be Piper Sandler's \"#1 buy-and-hold idea,\" as the firm raised its price target for the stock from $315 to $500. The firm’s analysts believe investors are beginning to appreciate Tesla's potential in \"real-world A.I.,\" which is driving portfolio managers to consider upside scenarios more seriously.BearsWells Fargo reaffirmed on its bearish Tesla call, ignoring the stock's rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 this year.Wells Fargo's analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla's struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players. The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla's pricing power and U.S. market demand.Also, Tesla's futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.Bank of America downgraded Tesla from Buy to Neutral. The investment company expressed worries about Tesla's high valuation and possible difficulties carrying out its bold initiatives.With much of Tesla's growth potentialincluding developments in autonomous driving, energy storage, and roboticsincluding already reflected in the stock's current valuation. Bank of America analysts set a price target of $490. The company also underlined regulatory uncertainty as a further threat to its future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399150213501416,"gmtCreate":1738473994285,"gmtModify":1738473998095,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape and red eye","listText":"Another sour grape and red eye","text":"Another sour grape and red eye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399150213501416","repostId":"1175504218","repostType":2,"repost":{"id":"1175504218","kind":"news","pubTimestamp":1738476351,"share":"https://ttm.financial/m/news/1175504218?lang=&edition=fundamental","pubTime":"2025-02-02 14:05","market":"us","language":"en","title":"Tesla: Once Again, It's Time To Trim","url":"https://stock-news.laohu8.com/highlight/detail?id=1175504218","media":"Seeking Alpha","summary":"Let's dive in.Our Tesla FrameworkIn case you missed our earlier articles on TSLA, here's a quick summary of how we see the stock. Normally, we'd skip writing a section like this, but TSLA is a very volatile, speculative bet, and many investors look at the financials and see entirely different things. Thus, we think it's necessary, first, to establish how we think about the company.In short, we see TSLA as an advanced manufacturing firm, mostly producing cars. Sure, TSLA also manufactures batteri","content":"<html><head></head><body><h2 id=\"id_2350035770\">Summary</h2><ul style=\"\"><li><p>We initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.</p></li><li><p>Then, we upgraded Tesla in April 2024 after the market appeared too negative on shares. Since, the stock has risen 126%, driven by speculation around Robotaxis and autonomous driving.</p></li><li><p>Now, Tesla appears overvalued again. We recommend trimming TSLA from your portfolio due to overly optimistic projections around “future products”.</p></li><li><p>We&#39;re downgrading TSLA to a Sell.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc1cd3d3c3dd57b72a9ddb8d4037dbd\" alt=\"White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.\" title=\"White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.\" tg-width=\"750\" tg-height=\"500\"/><span>White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.</span></p><p></p><p>Of all the stocks we&#39;ve covered here on Seeking Alpha, we&#39;re particularly proud of our track record when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA).</p><p>Our coverage began on the stock in November 2023, when we called the stock a <strong>Sell</strong> based on the company&#39;s slowing growth and lack of progress on key initiatives. At the time, the multiple seemed a bit rich for the company&#39;s output, so we came out as bears:</p><ul style=\"\"><li><p>Tesla: The Range Of Outcomes Is Narrowing; That&#39;s A Bad Thing.</p></li></ul><p>From that point, the stock <strong>fell roughly 31%</strong>, until we upgraded it on April 9th, 2024.</p><p>At that point, shares seemed unduly beat up, in our view, and we upgraded TSLA:</p><ul style=\"\"><li><p>Tesla: When The Time Comes To Buy, You Won&#39;t Want To (Rating Upgrade).</p></li></ul><p>Since then, the stock is <strong>back up roughly 126%</strong>, in which time we put out another bullish article about Robotaxis, arguing that speculation around future gains in autonomous driving and Optimus could drive continued appreciation for investors:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5581c8a7e68cb36fb694d47a44ae5139\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"412\"/><span>TSLA</span></p><p></p><p>All of this is to say that we feel like we have a “good bead” on the company&#39;s valuation and business dynamics.</p><p>From that frame, we feel that the stock has once again become &#39;too expensive&#39;, and it appears as though it could be time, once again, to trim.</p><p><strong>Today</strong>, we&#39;ll cover the recent earnings report, examine the stock&#39;s lofty valuation, and explain why, on balance, we think it&#39;s time to begin pruning TSLA out of your portfolio — at least for now.</p><p>Sound good? Let&#39;s dive in.</p><h2 id=\"id_4071302040\">Our Tesla Framework</h2><p>In case you missed our earlier articles on TSLA, here&#39;s a quick summary of how we see the stock. Normally, we&#39;d skip writing a section like this, but TSLA is a very volatile, <strong>speculative</strong> bet, and many investors look at the financials and see entirely different things. Thus, we think it&#39;s necessary, first, to establish how we think about the company.</p><p>In short, we see TSLA as an advanced manufacturing firm, <strong>mostly</strong> producing cars. Sure, TSLA also manufactures batteries and other components in its <strong>Energy</strong> segment, but at its heart, the firm is an automotive company.</p><p>Why? Because this is where most of TSLA&#39;s financial results are derived. A massive chunk of the company&#39;s revenues come from the automotive segment, which means that this is a natural point of comparison for analysts:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93a2427e63efa5746b2965c9ceb9e2e4\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"80\"/><span>TSLA</span></p><p></p><p>Thus, when contrasted with competitors, Tesla&#39;s $1.3 trillion valuation can be very challenging to comprehend.</p><p>In our view, this valuation difference vs. peers is largely down to TSLA&#39;s “upcoming” product launches, mainly <strong>full self-drive (“FSD”) &amp; Robotaxis</strong>, and <strong>Optimus</strong> (the robot):</p><blockquote><p></p><p>A significant portion of Tesla&#39;s current value is tied to higher margin, non-automotive, [&#39;future&#39;] products like Robotaxi, Dojo, and Optimus.</p><p>We&#39;d estimate that about 80% of TSLA&#39;s &#39;future product&#39; value is perceived to be in the Robotaxi segment, as it is the closest to &#39;production&#39; and the most natural extension of TSLA&#39;s current business.</p><p>If you take this estimate at face value, then it means [robotaxis are] likely incredibly consequential for <strong>~65% of TSLA&#39;s market cap </strong>or about $500 billion in shareholder value.</p></blockquote><p>This estimate was from October. Since then, TSLA has rallied more than 60% while financial results have largely remained flat, which signals that basically <strong>all of this appreciation</strong> has been due to <strong>investors assigning a higher multiple</strong> to these future product launches.</p><p>For TSLA, we see two main camps within the analyst community. There are those that see the stock as a purely “car” company (and thus, overvalued), and those that see it as an advanced manufacturer of the future, including automated cars, robots, software, energy solutions, and more (which would make it undervalued).</p><p>We sit somewhere in the middle. TSLA is clearly an automotive company right now, but if the company can execute — which they have proven that they can — then there could be significantly more value that gets unlocked for investors in coming years.</p><p>As sentiment around the company shifts, our “middle of the road” understanding gives us a leg up in identifying when things &#39;extend&#39; too far in one direction or the other, which is precisely what we think we see right now.</p><h2 id=\"id_2739569595\">Tesla&#39;s Q4</h2><p>Looking at the most recent quarter, Tesla turned in what most are collectively calling a “stinker.”</p><p>Revenue came in as a massive miss, and the firm&#39;s top-line growth also left much to be desired. EPS also came in below expectations, albeit slightly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c450991d7c204335d448252a6501dcd8\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"389\"/><span>TSLA</span></p><p></p><p>All in all, it was a pretty dismal showing.</p><p>Of particular note was the company&#39;s considerable drop in TTM net income, which is largely due to TSLA&#39;s car pricing strategy (cutting) having a continued impact on margins:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab5185ab57962b8842cdd2391d696294\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"410\"/><span>TSLA</span></p><p></p><p>These tactical pricing changes are meant to keep TSLA car volumes up, but it has put serious pressure on gross margins over time.</p><p>In other words, <strong>competition</strong> is heating up, materializing, and eating into investor&#39;s bottom-line returns:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c65e31186dd1af096afe7c1045b3cba\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"302\"/><span>TSLA</span></p><p></p><p>For much of TSLA&#39;s run over the last 5 years, many bulls have argued that the company&#39;s product was differentiated enough to warrant a higher multiple, on the back of structurally higher margins. However, now, this doesn&#39;t appear to be the case.</p><p>Granted, some decline in TTM net income is from the drop-off of a positive Q4 in 2023 which had a huge, unusual tax item, but even adjusted for that, TSLA&#39;s <strong>net income is still down double-digit percentages</strong>.</p><p>Trump&#39;s cutting of EV incentives only presents further headwinds to the business.</p><p>Similarly, TSLA&#39;s profitability would be down <strong>even more</strong> without Bitcoin. As we can see from the 10K, a material percentage of TSLA&#39;s $7.1 billion in net income is from an increase in the fair value of the firm&#39;s total Bitcoin holdings (emphasis added):</p><blockquote><p>Other income (expense), net, changed favorably by <strong>$523 million</strong> in the year ended December 31, 2024 as compared to the year ended December 31, 2023 primarily due to remeasurement of our bitcoin digital assets to fair value in 2024.</p></blockquote><p>Overall, it&#39;s not a pretty picture for the core business.</p><p>Bulls might say that these pricing headwinds are transient, or that the consumer environment is cyclical, but we&#39;d counter by saying <strong>hey, that&#39;s the car business</strong>.</p><p>In other words, maybe Tesla <em>isn&#39;t</em> that different from competitors when it comes to making and selling cars.</p><h2 id=\"id_3009924548\">The Valuation</h2><p>But what is Tesla worth?</p><p>If you slap on car industry averages to Tesla&#39;s financial results, then you&#39;re looking at a P/E of ~7x and a P/S of roughly 0.6x:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/816000a0e759e7a6c468d88f42c1758c\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"176\"/><span>TSLA</span></p><p></p><p>This would output a market cap between roughly ~$49 billion and ~$57 billion. Considering the current market cap of <strong><em>$1.28 trillion</em></strong>, the market clearly doesn&#39;t agree with this framing.</p><p>Looking now at the earnings call, TSLA management heavily, <strong>heavily</strong> focused on the company&#39;s future product lines — mainly Optimus and robotaxis (emphasis added):</p><blockquote><p></p><p>We made many critical investments in 2024 in manufacturing AI and robotics that will bear <strong>immense</strong> fruit in the future, <strong>immense</strong>.</p><p>Like it&#39;s, in fact, to such a scale that it is difficult to comprehend. And I&#39;ve said this before, and I&#39;ll stand by it. I see a path, I&#39;m not saying it&#39;s an easy path, but I see a path for <strong>Tesla being the most valuable company in the world by far</strong>, not even close.</p><p>Like, maybe several times more than, I mean, there is a path where <strong>Tesla is worth more than the next top five companies combined</strong>. There&#39;s a path to that. I mean, I think it&#39;s like an incredibly, just like a difficult path, but it is an achievable path.</p><p>So -- and that is overwhelmingly due to <strong>autonomous vehicles</strong> and autonomous <strong>humanoid robots</strong>.</p></blockquote><p>What a sales pitch!</p><p>To us, <strong>this</strong> makes Tesla&#39;s <em>story</em> “clear.” For investors, this is clearly where the value is coming from. The core business isn&#39;t growing much anymore as the market saturates and competition heats up — fine.</p><p>However, the company&#39;s balance sheet is strong, and as long as there&#39;s serious potential in TSLA&#39;s new businesses, then the stock gets the premium.</p><p>From this point, it&#39;s a “show me” story.</p><p>For our money, investors are too optimistic about this future.</p><p>In our previous article, we laid out what an <strong>incredibly</strong> optimistic bull case for what Robotaxis could be worth, assuming that they launched this year:</p><blockquote><p></p><p>In this model, adoption is slow to start, but quickly scales as users join the network and make their idle Teslas earn while they sleep.</p><p>Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b20aed07e35218fcce1a3d01c41ccfb0\" alt=\"TSLA\" title=\"TSLA\" tg-width=\"640\" tg-height=\"199\"/><span>TSLA</span></p><p style=\"text-align: left;\"><strong>PropNotes</strong></p><p>In this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.</p><p>This scenario would represent a 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA&#39;s stock.</p><p>This works out to a share price of roughly <strong>$345 per share</strong>.</p></blockquote><p>Under this optimistic scenario, robotaxis launch immediately and gain market share quickly. In that case, we&#39;d argue Tesla is maybe worth $345 per share. Currently, the stock is trading at around $400, and robotaxis aren&#39;t expected until June, in a single city (Austin).</p><p>To us, this shows undue optimism, part of which may be caused by statements like this from management around the new product lines (emphasis added):</p><blockquote><p></p><p>I&#39;ve -- some of these things I&#39;ve said for quite a long time and I know people said, well, Elon is the boy who cried wolf-like several times but I&#39;m telling you there&#39;s a damn wolf this time and you can drive it. In fact, it can drive you. <strong>It&#39;s a self-driving wolf</strong>.</p><p>These things that already exist with no incremental cost change, just a software update, now have five times or more utility than they currently have. I think this will be the <strong>largest asset value increase in human history</strong>. Maybe there&#39;s something bigger, but I just don&#39;t know what it is. And so people who look in the rearview mirror are looking for past precedent, except I don&#39;t think there is one.</p><p>I think long-term, Optimus will be -- Optimus has the potential to be north of <strong><em>$10 trillion in revenue</em></strong>. Like, it&#39;s really bananas.</p></blockquote><p>All told, we don&#39;t expect that within a few years&#39; time, TSLA will be raking in 1/10th of global GDP in revenues on a single product alone.</p><h2 id=\"id_3741566877\">Summary</h2><p>Thus, we come to our summary of Tesla.</p><p>At this price, there&#39;s potentially significant value in the company&#39;s future projects, as the market has shown, but at present, the valuation of those projects appears too speculative.</p><p>Overall, this mispricing means that investors should consider selling out of their stakes and waiting to buy lower. If the past is anything to go by, you&#39;ll get your chance to do just that.</p><p>Cheers!</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Once Again, It's Time To Trim</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Once Again, It's Time To Trim\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 14:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.Then, we upgraded Tesla in April 2024 after the market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4753962-tesla-once-again-time-to-trim-double-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175504218","content_text":"SummaryWe initially rated Tesla, Inc. stock a Sell in November 2023 due to slowing growth and a lofty valuation. From there, the stock fell 31%.Then, we upgraded Tesla in April 2024 after the market appeared too negative on shares. Since, the stock has risen 126%, driven by speculation around Robotaxis and autonomous driving.Now, Tesla appears overvalued again. We recommend trimming TSLA from your portfolio due to overly optimistic projections around “future products”.We're downgrading TSLA to a Sell.White cyborg robotic hand pointing his finger - 3D rendering isolated on free PNG background.Of all the stocks we've covered here on Seeking Alpha, we're particularly proud of our track record when it comes to Tesla, Inc. (NASDAQ:TSLA).Our coverage began on the stock in November 2023, when we called the stock a Sell based on the company's slowing growth and lack of progress on key initiatives. At the time, the multiple seemed a bit rich for the company's output, so we came out as bears:Tesla: The Range Of Outcomes Is Narrowing; That's A Bad Thing.From that point, the stock fell roughly 31%, until we upgraded it on April 9th, 2024.At that point, shares seemed unduly beat up, in our view, and we upgraded TSLA:Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade).Since then, the stock is back up roughly 126%, in which time we put out another bullish article about Robotaxis, arguing that speculation around future gains in autonomous driving and Optimus could drive continued appreciation for investors:TSLAAll of this is to say that we feel like we have a “good bead” on the company's valuation and business dynamics.From that frame, we feel that the stock has once again become 'too expensive', and it appears as though it could be time, once again, to trim.Today, we'll cover the recent earnings report, examine the stock's lofty valuation, and explain why, on balance, we think it's time to begin pruning TSLA out of your portfolio — at least for now.Sound good? Let's dive in.Our Tesla FrameworkIn case you missed our earlier articles on TSLA, here's a quick summary of how we see the stock. Normally, we'd skip writing a section like this, but TSLA is a very volatile, speculative bet, and many investors look at the financials and see entirely different things. Thus, we think it's necessary, first, to establish how we think about the company.In short, we see TSLA as an advanced manufacturing firm, mostly producing cars. Sure, TSLA also manufactures batteries and other components in its Energy segment, but at its heart, the firm is an automotive company.Why? Because this is where most of TSLA's financial results are derived. A massive chunk of the company's revenues come from the automotive segment, which means that this is a natural point of comparison for analysts:TSLAThus, when contrasted with competitors, Tesla's $1.3 trillion valuation can be very challenging to comprehend.In our view, this valuation difference vs. peers is largely down to TSLA's “upcoming” product launches, mainly full self-drive (“FSD”) & Robotaxis, and Optimus (the robot):A significant portion of Tesla's current value is tied to higher margin, non-automotive, ['future'] products like Robotaxi, Dojo, and Optimus.We'd estimate that about 80% of TSLA's 'future product' value is perceived to be in the Robotaxi segment, as it is the closest to 'production' and the most natural extension of TSLA's current business.If you take this estimate at face value, then it means [robotaxis are] likely incredibly consequential for ~65% of TSLA's market cap or about $500 billion in shareholder value.This estimate was from October. Since then, TSLA has rallied more than 60% while financial results have largely remained flat, which signals that basically all of this appreciation has been due to investors assigning a higher multiple to these future product launches.For TSLA, we see two main camps within the analyst community. There are those that see the stock as a purely “car” company (and thus, overvalued), and those that see it as an advanced manufacturer of the future, including automated cars, robots, software, energy solutions, and more (which would make it undervalued).We sit somewhere in the middle. TSLA is clearly an automotive company right now, but if the company can execute — which they have proven that they can — then there could be significantly more value that gets unlocked for investors in coming years.As sentiment around the company shifts, our “middle of the road” understanding gives us a leg up in identifying when things 'extend' too far in one direction or the other, which is precisely what we think we see right now.Tesla's Q4Looking at the most recent quarter, Tesla turned in what most are collectively calling a “stinker.”Revenue came in as a massive miss, and the firm's top-line growth also left much to be desired. EPS also came in below expectations, albeit slightly.TSLAAll in all, it was a pretty dismal showing.Of particular note was the company's considerable drop in TTM net income, which is largely due to TSLA's car pricing strategy (cutting) having a continued impact on margins:TSLAThese tactical pricing changes are meant to keep TSLA car volumes up, but it has put serious pressure on gross margins over time.In other words, competition is heating up, materializing, and eating into investor's bottom-line returns:TSLAFor much of TSLA's run over the last 5 years, many bulls have argued that the company's product was differentiated enough to warrant a higher multiple, on the back of structurally higher margins. However, now, this doesn't appear to be the case.Granted, some decline in TTM net income is from the drop-off of a positive Q4 in 2023 which had a huge, unusual tax item, but even adjusted for that, TSLA's net income is still down double-digit percentages.Trump's cutting of EV incentives only presents further headwinds to the business.Similarly, TSLA's profitability would be down even more without Bitcoin. As we can see from the 10K, a material percentage of TSLA's $7.1 billion in net income is from an increase in the fair value of the firm's total Bitcoin holdings (emphasis added):Other income (expense), net, changed favorably by $523 million in the year ended December 31, 2024 as compared to the year ended December 31, 2023 primarily due to remeasurement of our bitcoin digital assets to fair value in 2024.Overall, it's not a pretty picture for the core business.Bulls might say that these pricing headwinds are transient, or that the consumer environment is cyclical, but we'd counter by saying hey, that's the car business.In other words, maybe Tesla isn't that different from competitors when it comes to making and selling cars.The ValuationBut what is Tesla worth?If you slap on car industry averages to Tesla's financial results, then you're looking at a P/E of ~7x and a P/S of roughly 0.6x:TSLAThis would output a market cap between roughly ~$49 billion and ~$57 billion. Considering the current market cap of $1.28 trillion, the market clearly doesn't agree with this framing.Looking now at the earnings call, TSLA management heavily, heavily focused on the company's future product lines — mainly Optimus and robotaxis (emphasis added):We made many critical investments in 2024 in manufacturing AI and robotics that will bear immense fruit in the future, immense.Like it's, in fact, to such a scale that it is difficult to comprehend. And I've said this before, and I'll stand by it. I see a path, I'm not saying it's an easy path, but I see a path for Tesla being the most valuable company in the world by far, not even close.Like, maybe several times more than, I mean, there is a path where Tesla is worth more than the next top five companies combined. There's a path to that. I mean, I think it's like an incredibly, just like a difficult path, but it is an achievable path.So -- and that is overwhelmingly due to autonomous vehicles and autonomous humanoid robots.What a sales pitch!To us, this makes Tesla's story “clear.” For investors, this is clearly where the value is coming from. The core business isn't growing much anymore as the market saturates and competition heats up — fine.However, the company's balance sheet is strong, and as long as there's serious potential in TSLA's new businesses, then the stock gets the premium.From this point, it's a “show me” story.For our money, investors are too optimistic about this future.In our previous article, we laid out what an incredibly optimistic bull case for what Robotaxis could be worth, assuming that they launched this year:In this model, adoption is slow to start, but quickly scales as users join the network and make their idle Teslas earn while they sleep.Again, the demand is the real constraint here, but given the likely lower cost of automated ride hail, it should prove popular with cost-conscious consumers:TSLAPropNotesIn this scenario, we see TSLA earning more per ride, and with a larger network of supply and demand under their control.This scenario would represent a 60% upside for the NPV of the robotaxi segment (at a 4% discount rate), which works out to roughly 37% upside for TSLA's stock.This works out to a share price of roughly $345 per share.Under this optimistic scenario, robotaxis launch immediately and gain market share quickly. In that case, we'd argue Tesla is maybe worth $345 per share. Currently, the stock is trading at around $400, and robotaxis aren't expected until June, in a single city (Austin).To us, this shows undue optimism, part of which may be caused by statements like this from management around the new product lines (emphasis added):I've -- some of these things I've said for quite a long time and I know people said, well, Elon is the boy who cried wolf-like several times but I'm telling you there's a damn wolf this time and you can drive it. In fact, it can drive you. It's a self-driving wolf.These things that already exist with no incremental cost change, just a software update, now have five times or more utility than they currently have. I think this will be the largest asset value increase in human history. Maybe there's something bigger, but I just don't know what it is. And so people who look in the rearview mirror are looking for past precedent, except I don't think there is one.I think long-term, Optimus will be -- Optimus has the potential to be north of $10 trillion in revenue. Like, it's really bananas.All told, we don't expect that within a few years' time, TSLA will be raking in 1/10th of global GDP in revenues on a single product alone.SummaryThus, we come to our summary of Tesla.At this price, there's potentially significant value in the company's future projects, as the market has shown, but at present, the valuation of those projects appears too speculative.Overall, this mispricing means that investors should consider selling out of their stakes and waiting to buy lower. If the past is anything to go by, you'll get your chance to do just that.Cheers!","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397462361432488,"gmtCreate":1738062088633,"gmtModify":1738062092847,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Hope Tesla sue u","listText":"Hope Tesla sue u","text":"Hope Tesla sue u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397462361432488","repostId":"2506595597","repostType":2,"repost":{"id":"2506595597","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738059000,"share":"https://ttm.financial/m/news/2506595597?lang=&edition=fundamental","pubTime":"2025-01-28 18:10","market":"us","language":"en","title":"Tesla Stock Has DeepSeek Risk, Depending on How You Look at It","url":"https://stock-news.laohu8.com/highlight/detail?id=2506595597","media":"Dow Jones","summary":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might ","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has DeepSeek Risk, Depending on How You Look at It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Has DeepSeek Risk, Depending on How You Look at It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-28 18:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506595597","content_text":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might not be the right conclusion to draw, according to one Wall Street analyst.Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of$30,000 each,” added Cox.XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.Tesla stock was rising 0.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397462131171856,"gmtCreate":1738062079310,"gmtModify":1738062083038,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape","listText":"Another sour grape","text":"Another sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397462131171856","repostId":"2506595597","repostType":2,"repost":{"id":"2506595597","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738059000,"share":"https://ttm.financial/m/news/2506595597?lang=&edition=fundamental","pubTime":"2025-01-28 18:10","market":"us","language":"en","title":"Tesla Stock Has DeepSeek Risk, Depending on How You Look at It","url":"https://stock-news.laohu8.com/highlight/detail?id=2506595597","media":"Dow Jones","summary":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might ","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has DeepSeek Risk, Depending on How You Look at It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Has DeepSeek Risk, Depending on How You Look at It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-28 18:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.</p><p style=\"text-align: start;\">That might not be the right conclusion to draw, according to one Wall Street analyst.</p><p>Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.</p><p>The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.</p><p>Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.</p><p>What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.</p><p style=\"text-align: start;\">The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of<br/>$30,000 each,” added Cox.</p><p style=\"text-align: start;\">XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.</p><p style=\"text-align: start;\">The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.</p><p style=\"text-align: start;\">“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.</p><p style=\"text-align: start;\">That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.</p><p style=\"text-align: start;\">Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.</p><p style=\"text-align: start;\">Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.</p><p style=\"text-align: start;\">Tesla stock was rising 0.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.</p><p style=\"text-align: start;\">Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506595597","content_text":"Tesla stock got caught up in theartificial intelligence selloffon Monday. It wasn’t hit like some stocks though. The Chinese upstart DeepSeek, after all, isn’t using AI for what Tesla does.That might not be the right conclusion to draw, according to one Wall Street analyst.Tesla stock dropped 2.3% on Monday while the Nasdaq Composite fell 3% and Nvidia shares fell almost 17%. Tesla shares fell 0.5% ahead of the open Tuesday.The problem was the Chinese AI app DeepSeek. It rose to the top of Apple app downloads over the weekend and appeared to function as well as other AI chatbots such as OpenAI’s ChatGPT despite—allegedly—being developed at a fraction of the cost.Tesla, these days, is seen as an AI investment, but it’s spending billions to have its AI computers train cars to drive and humanoid robots to complete tasks typically done by human laborers.What DeepSeek shows is that “bigger is no longer better, putting the business model of the pure-play AI foundation model developers in question,” wrote Deutsche Bank analyst Adrian Cox in a Monday report.The biggest beneficiaries of the AI trade so far have been the companies “hoovering up” Nvidia GPUs—including Tesla. “Elon Musk made waves last year when his artificial intelligence company, xAI, built the Colossus supercomputer in Memphis, Tennessee, in just four months, using more than 100,000 Nvidia H100 GPUs, which typically retail in the region of$30,000 each,” added Cox.XAI is Musk’s AI company. Tesla is spending billions as well on AI computing.The risk for Tesla—or others investing in AI computing—is that the AI models developed are becoming commodities.“You don’t need a Tesla Model X to drive round the corner to pick up a pint of milk. A Chinese BYD may do the job just as well,” is how Cox put it. In other words, Telsa will have more competition with self-driving cars running lower-priced AI models.That is a relatively glass-half-empty view of AI development in the wake of the DeepSeek shock. AI chatbots don’t operate dangerous machines.Still, it’s something for Tesla investors to think about as the DeepSeek story unfolds.Cox doesn’t cover Tesla shares. Analyst Edison Yu covers Tesla stock for Deutsche Bank. He rates share Buy and has a $420 price target for the stock.Tesla stock was rising 0.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were flat and 0.2% higher, respectively.Coming into Tuesday trading, Tesla stock fell for five consecutive days. The company is due to report fourth-quarter numbers on Wednesday evening, adding another wrinkle to recent trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399321319932528,"gmtCreate":1738515865815,"gmtModify":1738515869264,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes around","listText":"Sour grapes around","text":"Sour grapes around","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399321319932528","repostId":"2508357511","repostType":2,"repost":{"id":"2508357511","kind":"highlight","pubTimestamp":1738502100,"share":"https://ttm.financial/m/news/2508357511?lang=&edition=fundamental","pubTime":"2025-02-02 21:15","market":"us","language":"en","title":"Where Did Tesla's Demand Go?","url":"https://stock-news.laohu8.com/highlight/detail?id=2508357511","media":"Motley Fool","summary":"Market share is falling for the high-flying growth stock.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla's vehicle sales and automotive revenue both fell in 2024.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla also lost market share in North America and Europe.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>2025 will be a crucial test for the company.</div>\n</li>\n</ul><div><p>More so than any other American company, <strong>Tesla </strong><span>(TSLA<span> 1.08%</span>)</span> deserves credit for making the electric vehicle (EV) industry viable. After decades or even generations of talk about an electric car, Tesla has taken the concept mainstream, scaling production and turning a tidy profit against long odds, defying expectations.</p><p>That success in an industry that many think will eventually supplant traditional combustion vehicles, along with its big promises about autonomy, has allowed Tesla to earn a sky-high valuation and a market cap now well over $1 trillion, which compares to peers like <strong>General Motors </strong>and <strong>Ford </strong>that trade at single-digit multiples of their earnings.</p><p>According to the stock chart below, things continue to look good for Tesla. As you can see, the stock has jumped 56% since the end of 2023, overcoming an earlier setback last year.</p><p><img src=\"https://media.ycharts.com/charts/997f8c8c9ff67180837bdf1f3820def0.png\"/>TSLA data by YCharts.</p><p>However, now that Tesla's full-year results are in for 2024, a look at the numbers indicates that the business is much weaker than the stock surge indicates, and according to one number, Tesla could be in serious trouble.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805819%2Ftesla-cybertruck-road.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-cybertruck-road.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-cybertruck-road.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-cybertruck-road.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Tesla.</p></div><h2>Tesla's declining auto sales</h2><p>Investors already knew that Tesla's vehicle sales fell in 2024, declining by 1.1% to 1.79 million, but the EV titan just confirmed that automotive revenue was also down last year, down 6% to $77.1 billion. Total revenue still rose 1% this year to $97.7 billion thanks to growth in its energy storage and generation business, and services, which are primarily software-based. But vehicles are the core component of the business, and its services, which made up $10.5 billion in revenue, depend on them as well. </p><div><div><div></div></div></div><p>Tesla's decline in automotive revenue means that both volume sales of its vehicles and average selling price declined. This occurred even as it rolled out the new Cybertruck, presumably expanding its production capabilities as well.</p><p>Tesla lowered prices on its vehicles last year. It's not fully clear why, but typically businesses lower prices to stay competitive with the market and move inventory, and those rules apply to Tesla as well. According to conventional laws of economics, when prices fall, demand is supposed to go up, but that's not what happened with Tesla. Instead, demand continued to fall.</p><div></div><p>CEO Elon Musk has complained time and again about the impact of high interest rates on demand, but high interest rates have affected all automakers equally. Tesla acknowledged in its fourth-quarter earnings report that \"Affordability remains top of mind for customers.\"</p><p>As the chart below shows, Tesla's market share among all vehicles, not just EVs, has fallen over the last year in North America and Europe, while it's risen slightly in China, the world's largest EV market.</p><div><div><div></div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805819%2Ftesla-market-share-chart.png&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-market-share-chart.png&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-market-share-chart.png&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805819/tesla-market-share-chart.png&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Tesla.</p></div><p>As you can see, Tesla's market share has plateaued over the last two years and even begun to decline. The company's challenges extend beyond the general slowdown in the electric vehicle market; it's also losing overall market share in the automotive industry.</p><p>There isn't a clear reason for that plateau, though there are several factors that seem to have caused it. Those include increasing competition from other EV makers, a base of early adopters for EVs that seems exhausted, concerns about range and charging, and perhaps some brand fatigue, especially as Tesla has been slow to update its fleet, unlike traditional automakers that release new models every year.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"224257\" :show_benchmark_compare=\"false\" amount_change=\"4.32\" average_volume=\"90,265,918\" company_name=\"Tesla\" current_price=\"404.60\" daily_high=\"419.99\" daily_low=\"401.34\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"488.54\" fifty_two_week_low=\"138.80\" gross_margin=\"17.86\" logo=\"https://g.foolcdn.com/art/companylogos/mark/TSLA.png\" market_cap=\"$1.3T\" pe_ratio=\"198.50\" percent_change=\"1.08\" symbol=\"TSLA\" volume=\"83,568,219\"></app></div><h2>Can Tesla return to growth?</h2><p>Musk continues to make big promises around autonomy, and if Tesla pulls off full self-driving and robotaxis the way he envisions it, the current pause in growth won't matter. The market, however, seems to be overlooking the evident challenges the company is facing.</p><p>Tesla said it has a capacity of three million vehicles, and it expects to return to vehicle growth in 2025, though it didn't give specific numbers. Analysts expect 19% revenue growth this year, most of which should come from vehicle growth.  </p><div><div><div></div></div></div><p>For now, investors seem to trust Musk as the stock rose after hours in spite of missing estimates, but Tesla could have a long way to fall if demand continues to be challenged. Given its lofty valuation, Tesla stock seems to have more to lose than to gain at this point.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where Did Tesla's Demand Go?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Did Tesla's Demand Go?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/02/02/where-did-teslas-demand-go/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's vehicle sales and automotive revenue both fell in 2024.\n\n\n\n\n\n\n\nTesla also lost market share in North America and Europe.\n\n\n\n\n\n\n\n2025 will be a crucial test for the company.\n\nMore so than any ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/02/02/where-did-teslas-demand-go/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSYW.SI":"TESLA 3xLongSG261006","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4551":"寇图资本持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","BK4543":"AI","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://www.fool.com/investing/2025/02/02/where-did-teslas-demand-go/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508357511","content_text":"Tesla's vehicle sales and automotive revenue both fell in 2024.\n\n\n\n\n\n\n\nTesla also lost market share in North America and Europe.\n\n\n\n\n\n\n\n2025 will be a crucial test for the company.\n\nMore so than any other American company, Tesla (TSLA 1.08%) deserves credit for making the electric vehicle (EV) industry viable. After decades or even generations of talk about an electric car, Tesla has taken the concept mainstream, scaling production and turning a tidy profit against long odds, defying expectations.That success in an industry that many think will eventually supplant traditional combustion vehicles, along with its big promises about autonomy, has allowed Tesla to earn a sky-high valuation and a market cap now well over $1 trillion, which compares to peers like General Motors and Ford that trade at single-digit multiples of their earnings.According to the stock chart below, things continue to look good for Tesla. As you can see, the stock has jumped 56% since the end of 2023, overcoming an earlier setback last year.TSLA data by YCharts.However, now that Tesla's full-year results are in for 2024, a look at the numbers indicates that the business is much weaker than the stock surge indicates, and according to one number, Tesla could be in serious trouble.Image source: Tesla.Tesla's declining auto salesInvestors already knew that Tesla's vehicle sales fell in 2024, declining by 1.1% to 1.79 million, but the EV titan just confirmed that automotive revenue was also down last year, down 6% to $77.1 billion. Total revenue still rose 1% this year to $97.7 billion thanks to growth in its energy storage and generation business, and services, which are primarily software-based. But vehicles are the core component of the business, and its services, which made up $10.5 billion in revenue, depend on them as well. Tesla's decline in automotive revenue means that both volume sales of its vehicles and average selling price declined. This occurred even as it rolled out the new Cybertruck, presumably expanding its production capabilities as well.Tesla lowered prices on its vehicles last year. It's not fully clear why, but typically businesses lower prices to stay competitive with the market and move inventory, and those rules apply to Tesla as well. According to conventional laws of economics, when prices fall, demand is supposed to go up, but that's not what happened with Tesla. Instead, demand continued to fall.CEO Elon Musk has complained time and again about the impact of high interest rates on demand, but high interest rates have affected all automakers equally. Tesla acknowledged in its fourth-quarter earnings report that \"Affordability remains top of mind for customers.\"As the chart below shows, Tesla's market share among all vehicles, not just EVs, has fallen over the last year in North America and Europe, while it's risen slightly in China, the world's largest EV market.Image source: Tesla.As you can see, Tesla's market share has plateaued over the last two years and even begun to decline. The company's challenges extend beyond the general slowdown in the electric vehicle market; it's also losing overall market share in the automotive industry.There isn't a clear reason for that plateau, though there are several factors that seem to have caused it. Those include increasing competition from other EV makers, a base of early adopters for EVs that seems exhausted, concerns about range and charging, and perhaps some brand fatigue, especially as Tesla has been slow to update its fleet, unlike traditional automakers that release new models every year.Can Tesla return to growth?Musk continues to make big promises around autonomy, and if Tesla pulls off full self-driving and robotaxis the way he envisions it, the current pause in growth won't matter. The market, however, seems to be overlooking the evident challenges the company is facing.Tesla said it has a capacity of three million vehicles, and it expects to return to vehicle growth in 2025, though it didn't give specific numbers. Analysts expect 19% revenue growth this year, most of which should come from vehicle growth.  For now, investors seem to trust Musk as the stock rose after hours in spite of missing estimates, but Tesla could have a long way to fall if demand continues to be challenged. Given its lofty valuation, Tesla stock seems to have more to lose than to gain at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398604329042488,"gmtCreate":1738340732254,"gmtModify":1738340735860,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"So many sour grapes around","listText":"So many sour grapes around","text":"So many sour grapes around","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398604329042488","repostId":"1144622176","repostType":2,"repost":{"id":"1144622176","kind":"news","pubTimestamp":1738320756,"share":"https://ttm.financial/m/news/1144622176?lang=&edition=fundamental","pubTime":"2025-01-31 18:52","market":"us","language":"en","title":"Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models","url":"https://stock-news.laohu8.com/highlight/detail?id=1144622176","media":"Bloomberg","summary":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and","content":"<html><head></head><body><ul style=\"\"><li><p>Shares rose almost 3% even though earnings, revenue fell short</p></li><li><p>Stock ‘completely divorced from fundamentals,’ JPMorgan says</p></li></ul><p>Tesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.</p><p style=\"text-align: start;\">The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.</p><p style=\"text-align: start;\">That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2711d38e731c957baf21488bee950263\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.</p><p>The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.</p><p style=\"text-align: start;\">“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”</p><p style=\"text-align: start;\">Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.</p><p style=\"text-align: start;\">Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.</p><p style=\"text-align: start;\">Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.</p><p style=\"text-align: start;\">Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.</p><p style=\"text-align: start;\">Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.</p><p style=\"text-align: start;\">“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”<br/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 18:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144622176","content_text":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398538393956864,"gmtCreate":1738324824100,"gmtModify":1738324962419,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"U are such a sour grape","listText":"U are such a sour grape","text":"U are such a sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398538393956864","repostId":"2507956526","repostType":2,"repost":{"id":"2507956526","kind":"highlight","pubTimestamp":1738321252,"share":"https://ttm.financial/m/news/2507956526?lang=&edition=fundamental","pubTime":"2025-01-31 19:00","market":"us","language":"en","title":"Tesla investors express skepticism as Elon Musk promises robotaxis in Austin in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2507956526","media":"Yahoo Finance","summary":"Robotaxis \"in the wild\" by this summer — that's Tesla  CEO Elon Musk's latest promise to investors.\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's earnings call Wednesday. \"This is not some far off, mythical situation, it's literally five, six, months away.\". Musk, for nearly a decade now, has claimed his company had the hardware needed to deliver full self-driving vehicles.2016: Musk claimed every car Tesla was building had the hardware required for Full Self Driving .2019: Musk promised a fleet 1 million robotaxis would be on the roads by 2020.2020: Musk claimed FSD would be “feature complete” by the end of the year.\"2024 was a lackluster end to a very difficult year for Tesla,\" a Tesla investor, who asked to remain anonymous, told Yahoo Finance.\"After years of false promises you just get to a point where its like 'show me the money,'\" Tesla investor Ross Gerber, who co-founded investment firm Gerber Kawasaki, told Yahoo Finance. \"I'm jus","content":"<html><body><p>Robotaxis \"in the wild\" by this summer — that's Tesla (TSLA) CEO Elon Musk's latest promise to investors. </p>\n<p>\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's earnings call Wednesday. \"This is not some far off, mythical situation, it's literally five, six, months away.\"</p>\n<p>Musk, for nearly a decade now, has claimed his company had the hardware needed to deliver full self-driving vehicles.</p>\n<ul>\n<li><p>2016: Musk claimed every car Tesla was building had the hardware required for Full Self Driving (FSD).</p></li>\n<li><p>2019: Musk promised a fleet 1 million robotaxis would be on the roads by 2020.</p></li>\n<li><p>2020: Musk claimed FSD would be “feature complete” by the end of the year.</p></li>\n<li><p>2021: Musk said it's \"looking quite likely\" that it'll achieve FSD next year.</p></li>\n</ul>\n<p>Now, investors are questioning whether Musk is again being a hopeless optimist or if autonomous Teslas are another grand promise that we'll never see.</p>\n<p>\"2024 was a lackluster end to a very difficult year for Tesla,\" a Tesla investor, who asked to remain anonymous, told Yahoo Finance. </p>\n<p>\"The big challenge now is how quickly can they get a sub $30,000 car to market, and how quickly can they get permitting to launch full self driving in Austin. It appears that investors are starting to lose patience and Tesla is going to have to focus to get those two.\"</p>\n<p>On Wednesday, Tesla announced worst-than-expected Q4 earnings. Revenue for the EV maker slightly increased to $25.17 billion — up just 2% year over year. Automotive revenue fell to $19.8 billion from $21.56 billion in the year ago quarter. </p>\n<p>Its operating income dropped 23% to $1.58 billion. Tesla said the decrease was mainly due to increased expenses with artificial intelligence and other R&amp;D projects as well as lower vehicles prices. </p>\n<p>Yet Musk boasted about an “epic 2026 and a ridiculously good ’27 and ’28.” Musk said he's confident FSD-enabled EVs will be available in California later this year, plus \"many other regions,\" after the Austin launch.  </p>\n<p>The billionaire unveiled Cybercabs at a glitzy event in October. Test cars drove investors, executives, and analysts around a Warner Bros. studio lot in Burbank. The car showcased no steering wheel, no pedals, and no human in the front seat. </p>\n<p>Musk said Tesla currently has hundreds of Tesla cars operating autonomously at its Fremont factory. He plans for FSD-enabled Teslas to launch as a paid ride share service. The Cybercabs themselves are not projected to arrive in 2025. </p>\n<div></div>\n<p>In its earnings report, Tesla revealed that FSD, which is currently only allowed to be used to assist driving, contributed $596 million in revenue in 2024. Tesla is behind Google (GOOGL, GOOG), who was first to market with Waymo (they're operating as robotaxis in multiple cities). </p>\n<p>\"After years of false promises you just get to a point where its like 'show me the money,'\" Tesla investor Ross Gerber, who co-founded investment firm Gerber Kawasaki, told Yahoo Finance. \"I'm just not convinced. He doesn't want people focusing on the short term and what's happening today because it's not good.\"</p>\n<p>Gerber says he thinks by 2026 there will be Tesla Cybercabs with LiDAR (light detection and ranging) — a technology that Musk has dismissed but others use. Instead, Tesla rely on artificial intelligence and cameras to guide the cars.</p>\n<p>Today's regulation around autonomous vehicles vary state-by-state. Roughly half of U.S. states have their own set of statutes for autonomous transportation. Legal experts tell Yahoo Finance that Musk will have to navigate a regulatory maze to deliver on his FSD promise.</p>\n<p>\"The thrust of the claims in this space have been one that outpaces the reality of their introduction,\" Cary Coglianese, a law professor at the University of Pennsylvania, said. \"So we've had a lot more hype over self-driving vehicles and how they'd be introduced then we have seen actually rollout.\"</p>\n<p>Coglianese says it's a more complex puzzle than some in the industry have led on — not only technically, but socially and psychologically.</p>\n<p>\"It's also true that so far we've seen the rollout of Waymo in low speed settings more so than highways,\" Coglianese said. \"Quite frankly regulators and society will have to grapple with that — is the technical performance where we want it to be and is the public accepting of this form of transportation?\"</p>\n<div></div>\n<p>According to data from the city of Austin, Waymo has already deployed there. Amazon's (AMZN) Zoox, Volkswagen (VWAGY), and startup AVRide are currently testing in the city. And Hyundai (HYMTF) is in the mapping phase.</p>\n<p>\"Musk wants to demonstrate to investors that this is monetizable,\" Albany Law School professor, Ted De Barbieri, said. \"I imagine that selling it as a paid service rather than just an add-on to people who are buying Teslas might be able to demonstrate to the market that the value of the technology is a certain amount — which could be useful in bumping up the share price.\"</p>\n<p>Also playing out is Musk's public bromance with President Donald Trump. The billionaire used his massive wealth to help Trump return to the White House, and has been appointed to head the newly created DOGE (Department of Government Efficiency). </p>\n<p>Many wonder if Trump will carry out a deregulation agenda. In November reports suggested that Trump was looking to ease regulation and create a federal framework for self-driving. </p>\n<p>\"It's certainly possible in the first 100 days of this new administration that we could see the White House pushing congress to adopting federal safety legislation,\" De Barbieri said. \"Whether this administration will put its political capital behind behind that legislation is unclear.\"</p>\n<p>William Blair analyst Jed Dorsheimer wrote on Thursday that he has \"learned to tack 6 to 12 months on Musk's full self-driving (FSD) optimism.\"</p>\n<p>Morgan Stanley analyst Adam Jonas wrote in a note following earnings that while 80% of Tesla's revenue is from automotive — there was almost no discussion of that business on the call. </p>\n<p>\"Tesla's 4Q results are emblematic of a company in the transition from an automotive 'pure play' to a highly diversified play on AI and robotics,\" Jonas said. \"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage.\"</p>\n<p><em>Yasmin Khorram is a senior reporter at Yahoo Finance. Follow Yasmin on Twitter/X </em><em>@YasminKhorram</em><em> and on </em><em>LinkedIn</em><em>. Send newsworthy tips to Yasmin: </em><em>yasmin.khorram@yahooinc.com</em></p>\n<p><strong>Click here for the latest technology news that will impact the stock market</strong></p>\n<p><strong>Read the latest financial and business news from Yahoo Finance</strong></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla investors express skepticism as Elon Musk promises robotaxis in Austin in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla investors express skepticism as Elon Musk promises robotaxis in Austin in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-investors-express-skepticism-as-elon-musk-promises-robotaxis-in-austin-in-june-110052911.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Robotaxis \"in the wild\" by this summer — that's Tesla (TSLA) CEO Elon Musk's latest promise to investors. \n\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-investors-express-skepticism-as-elon-musk-promises-robotaxis-in-austin-in-june-110052911.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/tesla-investors-express-skepticism-as-elon-musk-promises-robotaxis-in-austin-in-june-110052911.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2507956526","content_text":"Robotaxis \"in the wild\" by this summer — that's Tesla (TSLA) CEO Elon Musk's latest promise to investors. \n\"Teslas will be in the wild, with no one in them, in June, in Austin,\" Musk gushed on Tesla's earnings call Wednesday. \"This is not some far off, mythical situation, it's literally five, six, months away.\"\nMusk, for nearly a decade now, has claimed his company had the hardware needed to deliver full self-driving vehicles.\n\n2016: Musk claimed every car Tesla was building had the hardware required for Full Self Driving (FSD).\n2019: Musk promised a fleet 1 million robotaxis would be on the roads by 2020.\n2020: Musk claimed FSD would be “feature complete” by the end of the year.\n2021: Musk said it's \"looking quite likely\" that it'll achieve FSD next year.\n\nNow, investors are questioning whether Musk is again being a hopeless optimist or if autonomous Teslas are another grand promise that we'll never see.\n\"2024 was a lackluster end to a very difficult year for Tesla,\" a Tesla investor, who asked to remain anonymous, told Yahoo Finance. \n\"The big challenge now is how quickly can they get a sub $30,000 car to market, and how quickly can they get permitting to launch full self driving in Austin. It appears that investors are starting to lose patience and Tesla is going to have to focus to get those two.\"\nOn Wednesday, Tesla announced worst-than-expected Q4 earnings. Revenue for the EV maker slightly increased to $25.17 billion — up just 2% year over year. Automotive revenue fell to $19.8 billion from $21.56 billion in the year ago quarter. \nIts operating income dropped 23% to $1.58 billion. Tesla said the decrease was mainly due to increased expenses with artificial intelligence and other R&D projects as well as lower vehicles prices. \nYet Musk boasted about an “epic 2026 and a ridiculously good ’27 and ’28.” Musk said he's confident FSD-enabled EVs will be available in California later this year, plus \"many other regions,\" after the Austin launch.  \nThe billionaire unveiled Cybercabs at a glitzy event in October. Test cars drove investors, executives, and analysts around a Warner Bros. studio lot in Burbank. The car showcased no steering wheel, no pedals, and no human in the front seat. \nMusk said Tesla currently has hundreds of Tesla cars operating autonomously at its Fremont factory. He plans for FSD-enabled Teslas to launch as a paid ride share service. The Cybercabs themselves are not projected to arrive in 2025. \n\nIn its earnings report, Tesla revealed that FSD, which is currently only allowed to be used to assist driving, contributed $596 million in revenue in 2024. Tesla is behind Google (GOOGL, GOOG), who was first to market with Waymo (they're operating as robotaxis in multiple cities). \n\"After years of false promises you just get to a point where its like 'show me the money,'\" Tesla investor Ross Gerber, who co-founded investment firm Gerber Kawasaki, told Yahoo Finance. \"I'm just not convinced. He doesn't want people focusing on the short term and what's happening today because it's not good.\"\nGerber says he thinks by 2026 there will be Tesla Cybercabs with LiDAR (light detection and ranging) — a technology that Musk has dismissed but others use. Instead, Tesla rely on artificial intelligence and cameras to guide the cars.\nToday's regulation around autonomous vehicles vary state-by-state. Roughly half of U.S. states have their own set of statutes for autonomous transportation. Legal experts tell Yahoo Finance that Musk will have to navigate a regulatory maze to deliver on his FSD promise.\n\"The thrust of the claims in this space have been one that outpaces the reality of their introduction,\" Cary Coglianese, a law professor at the University of Pennsylvania, said. \"So we've had a lot more hype over self-driving vehicles and how they'd be introduced then we have seen actually rollout.\"\nCoglianese says it's a more complex puzzle than some in the industry have led on — not only technically, but socially and psychologically.\n\"It's also true that so far we've seen the rollout of Waymo in low speed settings more so than highways,\" Coglianese said. \"Quite frankly regulators and society will have to grapple with that — is the technical performance where we want it to be and is the public accepting of this form of transportation?\"\n\nAccording to data from the city of Austin, Waymo has already deployed there. Amazon's (AMZN) Zoox, Volkswagen (VWAGY), and startup AVRide are currently testing in the city. And Hyundai (HYMTF) is in the mapping phase.\n\"Musk wants to demonstrate to investors that this is monetizable,\" Albany Law School professor, Ted De Barbieri, said. \"I imagine that selling it as a paid service rather than just an add-on to people who are buying Teslas might be able to demonstrate to the market that the value of the technology is a certain amount — which could be useful in bumping up the share price.\"\nAlso playing out is Musk's public bromance with President Donald Trump. The billionaire used his massive wealth to help Trump return to the White House, and has been appointed to head the newly created DOGE (Department of Government Efficiency). \nMany wonder if Trump will carry out a deregulation agenda. In November reports suggested that Trump was looking to ease regulation and create a federal framework for self-driving. \n\"It's certainly possible in the first 100 days of this new administration that we could see the White House pushing congress to adopting federal safety legislation,\" De Barbieri said. \"Whether this administration will put its political capital behind behind that legislation is unclear.\"\nWilliam Blair analyst Jed Dorsheimer wrote on Thursday that he has \"learned to tack 6 to 12 months on Musk's full self-driving (FSD) optimism.\"\nMorgan Stanley analyst Adam Jonas wrote in a note following earnings that while 80% of Tesla's revenue is from automotive — there was almost no discussion of that business on the call. \n\"Tesla's 4Q results are emblematic of a company in the transition from an automotive 'pure play' to a highly diversified play on AI and robotics,\" Jonas said. \"While the journey may be volatile and nonlinear, we believe 2025 will be a year where investors will continue to appreciate and value these existing and nascent industries of embodied AI where we believe Tesla has established a material competitive advantage.\"\nYasmin Khorram is a senior reporter at Yahoo Finance. Follow Yasmin on Twitter/X @YasminKhorram and on LinkedIn. Send newsworthy tips to Yasmin: yasmin.khorram@yahooinc.com\nClick here for the latest technology news that will impact the stock market\nRead the latest financial and business news from Yahoo Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398525993275864,"gmtCreate":1738321319750,"gmtModify":1738321323447,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape","listText":"Sour grape","text":"Sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398525993275864","repostId":"1144622176","repostType":2,"repost":{"id":"1144622176","kind":"news","pubTimestamp":1738320756,"share":"https://ttm.financial/m/news/1144622176?lang=&edition=fundamental","pubTime":"2025-01-31 18:52","market":"us","language":"en","title":"Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models","url":"https://stock-news.laohu8.com/highlight/detail?id=1144622176","media":"Bloomberg","summary":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and","content":"<html><head></head><body><ul style=\"\"><li><p>Shares rose almost 3% even though earnings, revenue fell short</p></li><li><p>Stock ‘completely divorced from fundamentals,’ JPMorgan says</p></li></ul><p>Tesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.</p><p style=\"text-align: start;\">The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.</p><p style=\"text-align: start;\">That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2711d38e731c957baf21488bee950263\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.</p><p>The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.</p><p style=\"text-align: start;\">“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”</p><p style=\"text-align: start;\">Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.</p><p style=\"text-align: start;\">Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.</p><p style=\"text-align: start;\">Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.</p><p style=\"text-align: start;\">Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.</p><p style=\"text-align: start;\">Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.</p><p style=\"text-align: start;\">“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”<br/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 18:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144622176","content_text":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398314073669856,"gmtCreate":1738269781867,"gmtModify":1738269785644,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"U sour grape???","listText":"U sour grape???","text":"U sour grape???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398314073669856","repostId":"2507670447","repostType":2,"repost":{"id":"2507670447","kind":"highlight","pubTimestamp":1738265640,"share":"https://ttm.financial/m/news/2507670447?lang=&edition=fundamental","pubTime":"2025-01-31 03:34","market":"us","language":"en","title":"Why Tesla Stock Was Climbing Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2507670447","media":"Motley Fool","summary":"Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.While the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity.Tesla faces a lot of uncertainty in 2025.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>While the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Tesla faces a lot of uncertainty in 2025.</div>\n</li>\n</ul><div><p>Shares of <strong>Tesla </strong><span>(TSLA<span> 4.11%</span>)</span> were moving higher today, overcoming a weak earnings report after CEO Elon Musk spent much of the earnings call pumping up the stock and making big promises about autonomy.</p><p>As of 1:11 p.m. ET, the stock was up 4.7% on the news.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F805858%2Ftesla-model-3.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805858/tesla-model-3.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805858/tesla-model-3.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/805858/tesla-model-3.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Tesla.</p></div><h2>Investors buy into the autonomy story</h2><p>Tesla's fourth-quarter numbers were disappointing and the stock was down initially after hours when it reported earnings.</p><p>For the full year, Tesla reported a decline in automotive revenue, and in the fourth quarter, overall revenue increased just 2% to $25.7 billion, which was well below the consensus at $27.1 billion. Automotive revenue was down 8% to $19.8 billion in the quarter. </p><p>On the bottom line, results also disappointed with operating margin down from 8.2% to 6.2%, while adjusted earnings per share rose from $0.71 to $0.73, missing estimates at $0.77.</p><div><div><div></div></div></div><p>Despite the weak results, investors still bid the stock higher after Musk made bold promises around autonomy and told investors that the stock could eventually be more valuable than the next five valuable companies combined.</p><p>The Tesla chief continues to be an evangelist for full self-driving and Tesla's autonomous vehicle technology, saying that 2027 and 2028 will be \"ridiculously good.\" He also said of the technology, \"The only people who are skeptical are those who have not tried it.\" </p><div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"224257\" :show_benchmark_compare=\"false\" amount_change=\"15.99\" average_volume=\"89,264,406\" company_name=\"Tesla\" current_price=\"405.09\" daily_high=\"412.50\" daily_low=\"384.41\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"488.54\" fifty_two_week_low=\"138.80\" gross_margin=\"18.23\" logo=\"https://g.foolcdn.com/art/companylogos/mark/TSLA.png\" market_cap=\"$1,249B\" pe_ratio=\"106.59\" percent_change=\"4.11\" symbol=\"TSLA\" volume=\"85,020,792\"></app></div><h2>All-in on autonomy</h2><p>Musk and the rest of Tesla management spent little time discussing the automotive business on the earnings call, instead focusing on autonomy.</p><p>Tesla didn't give specific guidance, but it did call for the vehicle business to return to growth in 2025, though it noted it wasn't fully switching new production to its next-generation platform, which means it won't be able to lower costs as much as it hoped.</p><div><div><div></div></div></div><p>The company still faces a lot of uncertainty in 2025, but investors seem to be buying into the autonomy story. If Tesla can take steps toward full autonomy, the stock could move higher, though it still faces considerable downside risk.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Was Climbing Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Was Climbing Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 03:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/01/30/why-tesla-stock-was-climbing-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.\n\n\n\n\n\n\n\nWhile the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity....</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/30/why-tesla-stock-was-climbing-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2025/01/30/why-tesla-stock-was-climbing-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507670447","content_text":"Tesla missed estimates on the top and bottom lines in its fourth-quarter earnings report.\n\n\n\n\n\n\n\nWhile the stock initially dropped after hours, it rose as Elon Musk talked up the autonomy opportunity.\n\n\n\n\n\n\n\nTesla faces a lot of uncertainty in 2025.\n\nShares of Tesla (TSLA 4.11%) were moving higher today, overcoming a weak earnings report after CEO Elon Musk spent much of the earnings call pumping up the stock and making big promises about autonomy.As of 1:11 p.m. ET, the stock was up 4.7% on the news.Image source: Tesla.Investors buy into the autonomy storyTesla's fourth-quarter numbers were disappointing and the stock was down initially after hours when it reported earnings.For the full year, Tesla reported a decline in automotive revenue, and in the fourth quarter, overall revenue increased just 2% to $25.7 billion, which was well below the consensus at $27.1 billion. Automotive revenue was down 8% to $19.8 billion in the quarter. On the bottom line, results also disappointed with operating margin down from 8.2% to 6.2%, while adjusted earnings per share rose from $0.71 to $0.73, missing estimates at $0.77.Despite the weak results, investors still bid the stock higher after Musk made bold promises around autonomy and told investors that the stock could eventually be more valuable than the next five valuable companies combined.The Tesla chief continues to be an evangelist for full self-driving and Tesla's autonomous vehicle technology, saying that 2027 and 2028 will be \"ridiculously good.\" He also said of the technology, \"The only people who are skeptical are those who have not tried it.\" All-in on autonomyMusk and the rest of Tesla management spent little time discussing the automotive business on the earnings call, instead focusing on autonomy.Tesla didn't give specific guidance, but it did call for the vehicle business to return to growth in 2025, though it noted it wasn't fully switching new production to its next-generation platform, which means it won't be able to lower costs as much as it hoped.The company still faces a lot of uncertainty in 2025, but investors seem to be buying into the autonomy story. If Tesla can take steps toward full autonomy, the stock could move higher, though it still faces considerable downside risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398291594674360,"gmtCreate":1738264092523,"gmtModify":1738264096237,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape","listText":"Sour grape","text":"Sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398291594674360","repostId":"2507709671","repostType":2,"repost":{"id":"2507709671","kind":"highlight","pubTimestamp":1738261016,"share":"https://ttm.financial/m/news/2507709671?lang=&edition=fundamental","pubTime":"2025-01-31 02:16","market":"us","language":"en","title":"Tesla (TSLA) Shares Skyrocket, What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2507709671","media":"StockStory","summary":"Shares of electric vehicle pioneer Tesla  jumped 6.5% in the pre-market session after the company reported fourth quarter financial results:As is usually the case, the quarter had something for the bulls and something for the bears. On the bullish side, the company reiterated its promise to investors to launch its unsupervised full self-driving  and Robotaxi businesses later this year. Aside from the short-term results, those excited about the stock continue to argue that quarterly results are less relevant for a company that will revolutionize areas such as energy and humanoid robots.After the initial pop the shares cooled down to $405.69, up 4.6% from previous close.When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that ","content":"<html><body><figure>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/Ghb523UL9vVRxOd1b3SZWQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/stockstory_922/9e0f08f01f3d35996ac49bdd618e9411\"/>\n<figcaption>\n   Tesla (TSLA) Shares Skyrocket, What You Need To Know \n </figcaption>\n</figure>\n<h2>What Happened?</h2>\n<p>Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.5% in the pre-market session after the company reported fourth quarter financial results: As is usually the case, the quarter had something for the bulls and something for the bears. On the bullish side, the company reiterated its promise to investors to launch its unsupervised full self-driving (FSD) and Robotaxi businesses later this year. Aside from the short-term results, those excited about the stock continue to argue that quarterly results are less relevant for a company that will revolutionize areas such as energy and humanoid robots. </p>\n<p>For the bears, the results themselves provided fodder. Revenue and operating income both fell short of Wall Street's estimates. These misses were driven by underperformance in its Automotive and Energy segments, as Services (which includes full self-driving) actually beat analysts' revenue expectations. However, Services is Tesla's lowest margin business line - it had an extremely bad gross margin of 5.8% for the trailing 12 months, and it fell to 4.2% this quarter. Overall, this is a mixed quarter, and despite these challenges, the market seems to be holding faith in Tesla's long-term vision thus far. </p>\n<p>After the initial pop the shares cooled down to $405.69, up 4.6% from previous close. </p>\n<p>Is now the time to buy Tesla? Access our full analysis report here, it’s free.</p>\n<h2>What The Market Is Telling Us</h2>\n<p>Tesla’s shares are extremely volatile and have had 110 moves greater than 2.5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. </p>\n<p>The previous big move we wrote about was 9 days ago when the stock dropped 4.4% on the news that stocks of electric vehicle makers tumbled following reports that the new Trump Administration may eliminate subsidies for electric vehicles. There are also worries that the Trump administration might impose more restrictions on other programs, including grants and tax credits, which could weaken the adoption of electric vehicles.</p>\n<p>Tesla is up 7% since the beginning of the year, but at $405.69 per share, it is still trading 15.5% below its 52-week high of $479.86 from December 2024. Investors who bought $1,000 worth of Tesla’s shares 5 years ago would now be looking at an investment worth $9,496. </p>\n<p>When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla (TSLA) Shares Skyrocket, What You Need To Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla (TSLA) Shares Skyrocket, What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 02:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-tsla-shares-skyrocket-know-181656208.html><strong>StockStory</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) Shares Skyrocket, What You Need To Know \n \n\nWhat Happened?\nShares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.5% in the pre-market session after the company reported fourth ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-tsla-shares-skyrocket-know-181656208.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSYW.SI":"TESLA 3xLongSG261006","BK4574":"无人驾驶","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4099":"汽车制造商","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","FSD":"First Trust High Income Long/Sho","BK4548":"巴美列捷福持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4598":"佩洛西持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4592":"伊斯兰概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4555":"新能源车","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"https://finance.yahoo.com/news/tesla-tsla-shares-skyrocket-know-181656208.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2507709671","content_text":"Tesla (TSLA) Shares Skyrocket, What You Need To Know \n \n\nWhat Happened?\nShares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.5% in the pre-market session after the company reported fourth quarter financial results: As is usually the case, the quarter had something for the bulls and something for the bears. On the bullish side, the company reiterated its promise to investors to launch its unsupervised full self-driving (FSD) and Robotaxi businesses later this year. Aside from the short-term results, those excited about the stock continue to argue that quarterly results are less relevant for a company that will revolutionize areas such as energy and humanoid robots. \nFor the bears, the results themselves provided fodder. Revenue and operating income both fell short of Wall Street's estimates. These misses were driven by underperformance in its Automotive and Energy segments, as Services (which includes full self-driving) actually beat analysts' revenue expectations. However, Services is Tesla's lowest margin business line - it had an extremely bad gross margin of 5.8% for the trailing 12 months, and it fell to 4.2% this quarter. Overall, this is a mixed quarter, and despite these challenges, the market seems to be holding faith in Tesla's long-term vision thus far. \nAfter the initial pop the shares cooled down to $405.69, up 4.6% from previous close. \nIs now the time to buy Tesla? Access our full analysis report here, it’s free.\nWhat The Market Is Telling Us\nTesla’s shares are extremely volatile and have had 110 moves greater than 2.5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. \nThe previous big move we wrote about was 9 days ago when the stock dropped 4.4% on the news that stocks of electric vehicle makers tumbled following reports that the new Trump Administration may eliminate subsidies for electric vehicles. There are also worries that the Trump administration might impose more restrictions on other programs, including grants and tax credits, which could weaken the adoption of electric vehicles.\nTesla is up 7% since the beginning of the year, but at $405.69 per share, it is still trading 15.5% below its 52-week high of $479.86 from December 2024. Investors who bought $1,000 worth of Tesla’s shares 5 years ago would now be looking at an investment worth $9,496. \nWhen a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397807262577200,"gmtCreate":1738145848561,"gmtModify":1738145852504,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape","listText":"Another sour grape","text":"Another sour grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397807262577200","repostId":"2507683143","repostType":2,"repost":{"id":"2507683143","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1738142358,"share":"https://ttm.financial/m/news/2507683143?lang=&edition=fundamental","pubTime":"2025-01-29 17:19","market":"us","language":"en","title":"Elon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2507683143","media":"Benzinga","summary":"Despite falling 4.51% over the last five days, Elon Musk&#39;s Tesla has surged 108.50% over last year, making it over 4x expensive than peers.","content":"<html><body><p>Despite falling 4.51% over the last five days, <strong>Elon Musk</strong>‘s <strong>Tesla Inc.</strong> (NASDAQ:TSLA) has surged 108.50% over the last year, making it over four times more expensive as compared to the industry average according to Benzinga Pro data.</p>\n<p><strong>What Happened:</strong> With a price-to-earnings ratio of nearly 117.647 based on forward earnings, Tesla’s stock is significantly overvalued compared to its peers, whose average P/E ratio is only 26.7795. This implies that Tesla’s stock is over 4.39 times more expensive than the industry average.</p>\n<p>Compared to other automobile stocks, Tesla shares are the most expensive and it has the highest ratio of forward price-to-earnings.</p>\n<figure><table><tbody><tr><td><strong>Automobile Stocks</strong></td><td><strong>Forward P/E</strong></td></tr><tr><td>Tesla Inc (NASDAQ:TSLA)</td><td>117.647</td></tr><tr><td>Toyota Motor Corporation (NYSE:TM)</td><td>9.66</td></tr><tr><td>General Motors Company (NYSE:GM)</td><td>5.05</td></tr><tr><td>Honda Motor (NYSE:HMC)</td><td>6.78</td></tr><tr><td>Ford Motor Company (NYSE:F)</td><td>6.18</td></tr><tr><td>Li Auto Inc (NASDAQ:LI)</td><td>15.36</td></tr><tr><td>Average</td><td>26.7795</td></tr></tbody></table></figure>\n<p><strong>See Also: Tesla Q4 Earnings Preview: 2025 Delivery Growth, FSD, Model Y Refresh, New Vehicles Among Key Topics</strong></p>\n<p><strong>Why It Matters:</strong> Following the U.S. presidential election on Nov. 5, Tesla shares experienced a remarkable surge, climbing 58.32% according to Benzinga Pro. This growth far exceeded the 6.01% gain seen by the <strong>Invesco QQQ Trust ETF </strong>(NASDAQ:QQQ), which tracks the Nasdaq 100 index.</p>\n<p>Although Tesla has a history of missing revenue estimates, which has happened in four of the last five quarters and six of the last ten quarters, this post-election surge has significantly improved the investment picture, turning a period of mixed performance into a highly profitable one for Tesla shareholders.</p>\n<figure><img decoding=\"async\" height=\"550\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-300x161.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-768x412.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1536x825.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares.png 1920w\" width=\"1024\"/></figure>\n<figure><table><tbody><tr><td><strong>Performance</strong></td><td><strong>Invesco QQQ Trust ETF</strong></td><td><strong>Tesla Stock</strong></td></tr><tr><td>Since Nov. 5</td><td>6.01%</td><td>58.32%</td></tr><tr><td>One Year</td><td>21.88%</td><td>108.50%</td></tr><tr><td>Five Year</td><td>138.19%</td><td>817.89%</td></tr></tbody></table></figure>\n<p>As there was skepticism around the development of its full-self-drive feature, Musk released a video ahead of its fourth-quarter earnings showcasing how the company’s cars can now drive themselves from the factory to the loading docks.</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Unsupervised full self-driving begins https://t.co/5rujaGTncb</p>— Elon Musk (@elonmusk) January 29, 2025</blockquote>\n</div></figure>\n<p>Tesla is projected to report fourth-quarter revenue of $27.13 billion, up from last year’s $25.17 billion, according to Benzinga Pro data. Earnings per share (EPS) are expected to rise to $0.74 from $0.71.</p>\n<p>Also, the automaker’s fourth-quarter deliveries reached a record 495,570 vehicles, with production at 459,445. However, this positive news is overshadowed by the company’s overall 2024 performance. Total deliveries fell to 1.79 million, compared to 1.81 million in 2023, representing the first annual decline in Tesla’s history.</p>\n<p>TSLA has a consensus ‘hold' with a price target of $308.4, according to the 34 analysts tracked by Benzinga. The high target is $550, and the low is $24.86. Recent ratings by Wedbush, Piper Sandler, and Barclays suggest a $458.33 target, implying a 15.55% upside.</p>\n<figure><img decoding=\"async\" height=\"384\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR.png 1060w\" width=\"1024\"/></figure>\n<p><strong>Read Next:</strong></p>\n<ul>\n<li><strong>DeepSeek Buzz Batters Big Tech But This Analyst Says ‘Buy The Dip:’ Here’s Are Top 5 Semiconductor ETFs With The Lowest Expense Ratios That You Can Consider</strong></li>\n</ul>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk's Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-01-29 17:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Despite falling 4.51% over the last five days, <strong>Elon Musk</strong>‘s <strong>Tesla Inc.</strong> (NASDAQ:TSLA) has surged 108.50% over the last year, making it over four times more expensive as compared to the industry average according to Benzinga Pro data.</p>\n<p><strong>What Happened:</strong> With a price-to-earnings ratio of nearly 117.647 based on forward earnings, Tesla’s stock is significantly overvalued compared to its peers, whose average P/E ratio is only 26.7795. This implies that Tesla’s stock is over 4.39 times more expensive than the industry average.</p>\n<p>Compared to other automobile stocks, Tesla shares are the most expensive and it has the highest ratio of forward price-to-earnings.</p>\n<figure><table><tbody><tr><td><strong>Automobile Stocks</strong></td><td><strong>Forward P/E</strong></td></tr><tr><td>Tesla Inc (NASDAQ:TSLA)</td><td>117.647</td></tr><tr><td>Toyota Motor Corporation (NYSE:TM)</td><td>9.66</td></tr><tr><td>General Motors Company (NYSE:GM)</td><td>5.05</td></tr><tr><td>Honda Motor (NYSE:HMC)</td><td>6.78</td></tr><tr><td>Ford Motor Company (NYSE:F)</td><td>6.18</td></tr><tr><td>Li Auto Inc (NASDAQ:LI)</td><td>15.36</td></tr><tr><td>Average</td><td>26.7795</td></tr></tbody></table></figure>\n<p><strong>See Also: Tesla Q4 Earnings Preview: 2025 Delivery Growth, FSD, Model Y Refresh, New Vehicles Among Key Topics</strong></p>\n<p><strong>Why It Matters:</strong> Following the U.S. presidential election on Nov. 5, Tesla shares experienced a remarkable surge, climbing 58.32% according to Benzinga Pro. This growth far exceeded the 6.01% gain seen by the <strong>Invesco QQQ Trust ETF </strong>(NASDAQ:QQQ), which tracks the Nasdaq 100 index.</p>\n<p>Although Tesla has a history of missing revenue estimates, which has happened in four of the last five quarters and six of the last ten quarters, this post-election surge has significantly improved the investment picture, turning a period of mixed performance into a highly profitable one for Tesla shareholders.</p>\n<figure><img decoding=\"async\" height=\"550\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1024x550.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-300x161.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-768x412.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares-1536x825.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025347/TSLA-QQQ-Shares.png 1920w\" width=\"1024\"/></figure>\n<figure><table><tbody><tr><td><strong>Performance</strong></td><td><strong>Invesco QQQ Trust ETF</strong></td><td><strong>Tesla Stock</strong></td></tr><tr><td>Since Nov. 5</td><td>6.01%</td><td>58.32%</td></tr><tr><td>One Year</td><td>21.88%</td><td>108.50%</td></tr><tr><td>Five Year</td><td>138.19%</td><td>817.89%</td></tr></tbody></table></figure>\n<p>As there was skepticism around the development of its full-self-drive feature, Musk released a video ahead of its fourth-quarter earnings showcasing how the company’s cars can now drive themselves from the factory to the loading docks.</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Unsupervised full self-driving begins https://t.co/5rujaGTncb</p>— Elon Musk (@elonmusk) January 29, 2025</blockquote>\n</div></figure>\n<p>Tesla is projected to report fourth-quarter revenue of $27.13 billion, up from last year’s $25.17 billion, according to Benzinga Pro data. Earnings per share (EPS) are expected to rise to $0.74 from $0.71.</p>\n<p>Also, the automaker’s fourth-quarter deliveries reached a record 495,570 vehicles, with production at 459,445. However, this positive news is overshadowed by the company’s overall 2024 performance. Total deliveries fell to 1.79 million, compared to 1.81 million in 2023, representing the first annual decline in Tesla’s history.</p>\n<p>TSLA has a consensus ‘hold' with a price target of $308.4, according to the 34 analysts tracked by Benzinga. The high target is $550, and the low is $24.86. Recent ratings by Wedbush, Piper Sandler, and Barclays suggest a $458.33 target, implying a 15.55% upside.</p>\n<figure><img decoding=\"async\" height=\"384\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-1024x384.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/29025123/TSLA-ANR.png 1060w\" width=\"1024\"/></figure>\n<p><strong>Read Next:</strong></p>\n<ul>\n<li><strong>DeepSeek Buzz Batters Big Tech But This Analyst Says ‘Buy The Dip:’ Here’s Are Top 5 Semiconductor ETFs With The Lowest Expense Ratios That You Can Consider</strong></li>\n</ul>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","SQQQ":"纳指三倍做空ETF","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4561":"索罗斯持仓","QLD":"纳指两倍做多ETF","03160":"华夏日股对冲","BK4511":"特斯拉概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","HMC":"本田汽车","TSYW.SI":"TESLA 3xLongSG261006","USAW.SI":"AMZN 3xLongSG261006","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","SG9999015978.USD":"利安颠覆性创新基金A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","GM":"通用汽车","QQQ":"纳指100ETF","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","USJW.SI":"ALPHAB 3xLongSG261006","BK4555":"新能源车","TM":"丰田汽车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","F":"福特汽车","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LI":"理想汽车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","PSQ":"纳指反向ETF","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","TSLA":"特斯拉","BK4503":"景林资产持仓"},"source_url":"https://www.benzinga.com/general/market-summary/25/01/43296058/elon-musks-tesla-is-over-4x-more-expensive-than-industry-average-despite-weak-delivery-volumes-in-2024","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507683143","content_text":"Despite falling 4.51% over the last five days, Elon Musk‘s Tesla Inc. (NASDAQ:TSLA) has surged 108.50% over the last year, making it over four times more expensive as compared to the industry average according to Benzinga Pro data.\nWhat Happened: With a price-to-earnings ratio of nearly 117.647 based on forward earnings, Tesla’s stock is significantly overvalued compared to its peers, whose average P/E ratio is only 26.7795. This implies that Tesla’s stock is over 4.39 times more expensive than the industry average.\nCompared to other automobile stocks, Tesla shares are the most expensive and it has the highest ratio of forward price-to-earnings.\nAutomobile StocksForward P/ETesla Inc (NASDAQ:TSLA)117.647Toyota Motor Corporation (NYSE:TM)9.66General Motors Company (NYSE:GM)5.05Honda Motor (NYSE:HMC)6.78Ford Motor Company (NYSE:F)6.18Li Auto Inc (NASDAQ:LI)15.36Average26.7795\nSee Also: Tesla Q4 Earnings Preview: 2025 Delivery Growth, FSD, Model Y Refresh, New Vehicles Among Key Topics\nWhy It Matters: Following the U.S. presidential election on Nov. 5, Tesla shares experienced a remarkable surge, climbing 58.32% according to Benzinga Pro. This growth far exceeded the 6.01% gain seen by the Invesco QQQ Trust ETF (NASDAQ:QQQ), which tracks the Nasdaq 100 index.\nAlthough Tesla has a history of missing revenue estimates, which has happened in four of the last five quarters and six of the last ten quarters, this post-election surge has significantly improved the investment picture, turning a period of mixed performance into a highly profitable one for Tesla shareholders.\n\nPerformanceInvesco QQQ Trust ETFTesla StockSince Nov. 56.01%58.32%One Year21.88%108.50%Five Year138.19%817.89%\nAs there was skepticism around the development of its full-self-drive feature, Musk released a video ahead of its fourth-quarter earnings showcasing how the company’s cars can now drive themselves from the factory to the loading docks.\n\nUnsupervised full self-driving begins https://t.co/5rujaGTncb— Elon Musk (@elonmusk) January 29, 2025\n\nTesla is projected to report fourth-quarter revenue of $27.13 billion, up from last year’s $25.17 billion, according to Benzinga Pro data. Earnings per share (EPS) are expected to rise to $0.74 from $0.71.\nAlso, the automaker’s fourth-quarter deliveries reached a record 495,570 vehicles, with production at 459,445. However, this positive news is overshadowed by the company’s overall 2024 performance. Total deliveries fell to 1.79 million, compared to 1.81 million in 2023, representing the first annual decline in Tesla’s history.\nTSLA has a consensus ‘hold' with a price target of $308.4, according to the 34 analysts tracked by Benzinga. The high target is $550, and the low is $24.86. Recent ratings by Wedbush, Piper Sandler, and Barclays suggest a $458.33 target, implying a 15.55% upside.\n\nRead Next:\n\nDeepSeek Buzz Batters Big Tech But This Analyst Says ‘Buy The Dip:’ Here’s Are Top 5 Semiconductor ETFs With The Lowest Expense Ratios That You Can Consider\n\nPhoto courtesy: Shutterstock","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397528957444168,"gmtCreate":1738078262365,"gmtModify":1738078267127,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grapes","listText":"Sour grapes","text":"Sour grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397528957444168","repostId":"2506517594","repostType":2,"repost":{"id":"2506517594","kind":"highlight","pubTimestamp":1738077321,"share":"https://ttm.financial/m/news/2506517594?lang=&edition=fundamental","pubTime":"2025-01-28 23:15","market":"us","language":"en","title":"Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals","url":"https://stock-news.laohu8.com/highlight/detail?id=2506517594","media":"Benzinga","summary":"According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has decreased from $66.2 billion at the beginning of 2023 to $43 billion now, a 35% decrease in just two years.What makes this even more surprising is that Tesla's stock price has gone up by 244% in the same time. While investors seem confident, regular customers, especially in Europe and Asia, are not as excited about the brand.This 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding Closes. Built on the trusted network of Fortune 500 companies, this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.Musk's controversial comments and actions have drawn admiration and criticism, with some consumers reportedly ","content":"<html><body><img height=\"675\" src=\"https://s.yimg.com/uu/api/res/1.2/BQYr3L8Q23rzOIRs8Ahytg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/bb1ecd791897998af14905107e455930\" width=\"1200\"/>\n<p>According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has decreased from $66.2 billion at the beginning of 2023 to $43 billion now, a 35% decrease in just two years.</p>\n<p>What makes this even more surprising is that Tesla's stock price has gone up by 244% in the same time. While investors seem confident, regular customers, especially in Europe and Asia, are not as excited about the brand.</p>\n<p><strong>Don't Miss:</strong></p>\n<ul>\n<li><strong>This 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding Closes</strong></li>\n<li><strong>Built on the trusted network of Fortune 500 companies, <strong>this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.</strong></strong></li>\n</ul>\n<h2>What's Behind the Decline?</h2>\n<p>Brand Finance asked about 175,000 people worldwide what they thought about companies, including around 16,000 who shared their opinions on Tesla. The research and consulting firm says the brand's decline is caused by a few big issues, like Tesla's older vehicle lineup and the controversial actions of its CEO, Elon Musk. The findings revealed a noticeable shift in consumer perception, with Tesla struggling to maintain its appeal in some of its biggest markets.</p>\n<p>In Europe, Tesla's consideration score – a measure of whether people would consider buying from the brand – dropped from 21% to 16% over the past year. According to CNBC, rivals like BYD and Mercedes have surpassed Tesla in important customer metrics outside the U.S., indicating heightened rivalry in the electric vehicle market.</p>\n<p><strong>Trending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <strong>You can invest today for just $0.26/share with a $1000 minimum.</strong></strong></p>\n<h2>Loyalty Still Strong, But Recommendation Wanes</h2>\n<p>Most current Tesla owners are expected to remain loyal to the brand despite these difficulties, as seen by the company’s high 90% loyalty rating in the US. However, its recommendation score has dropped, plummeting from 8.2 out of 10 to just 4.3. This indicates that fewer people are likely to speak positively about the brand to others.</p>\n<h2>Elon Musk's Role</h2>\n<p>Elon Musk's actions and comments are shaping people’s perceptions of Tesla. Brand Finance CEO David Haigh says, \"There are people who think he's wonderful, but many that don't.\" Tesla’s \"pulling power is weakening.\"</p>\n<p><strong><em>See Also: The Biggest Disruption To IP Since Disney — <strong><em>Get in now as they monetize a $2 Trillion market by building content around the most profitable Character IP in history and combining it with the Patented Technology IP of the future.</em></strong></em></strong></p>\n<p>Musk's controversial comments and actions have drawn admiration and criticism, with some consumers reportedly shying away from Tesla due to his influence. This \"Musk effect\" highlights the tight association between the Tesla brand and its outspoken leader.</p>\n<h2>A Warning for the Future</h2>\n<p>Brand Finance warns that Tesla's ability to command premium prices and maintain strong sales could be at risk if the company doesn't address these issues. \"Unless Tesla can come up with a whole range of new products that will really excite consumers and unless they can mitigate some of the antagonism caused by their leader, they will be seen as past their peak,\" Haigh said.</p>\n<p><strong>Read Next:</strong></p>\n<ul>\n<li><strong>According to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — <strong>Join the first company to bring blockchain payments to Salesforce early with just $100.</strong></strong></li>\n<li><strong>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <strong>Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</strong></strong></li>\n</ul>\n<p>Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. <strong>Click now to access unique insights</strong> that can set you ahead in today's competitive market.</p>\n<p>Get the latest stock analysis from Benzinga?</p>\n<ul>\n<li>APPLE (AAPL): Free Stock Analysis Report</li>\n<li>TESLA (TSLA): Free Stock Analysis Report</li>\n</ul>\n<p>This article Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals originally appeared on Benzinga.com</p>\n<p><i>© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/teslas-brand-value-drops-23-151521417.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has ...</p>\n\n<a href=\"https://finance.yahoo.com/news/teslas-brand-value-drops-23-151521417.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4588":"碎股","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","TSLA":"特斯拉","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4573":"虚拟现实","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4532":"文艺复兴科技持仓","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1046421795.USD":"富达环球科技A-ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://finance.yahoo.com/news/teslas-brand-value-drops-23-151521417.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2506517594","content_text":"According to a recent study by Brand Finance, Tesla's brand value has taken a significant hit over the past two years, shedding a whopping $23 billion. The brand worth of the EV powerhouse has decreased from $66.2 billion at the beginning of 2023 to $43 billion now, a 35% decrease in just two years.\nWhat makes this even more surprising is that Tesla's stock price has gone up by 244% in the same time. While investors seem confident, regular customers, especially in Europe and Asia, are not as excited about the brand.\nDon't Miss:\n\nThis 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here’s Why Early Investors Are Flocking To Invest Before Funding Closes\nBuilt on the trusted network of Fortune 500 companies, this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.\n\nWhat's Behind the Decline?\nBrand Finance asked about 175,000 people worldwide what they thought about companies, including around 16,000 who shared their opinions on Tesla. The research and consulting firm says the brand's decline is caused by a few big issues, like Tesla's older vehicle lineup and the controversial actions of its CEO, Elon Musk. The findings revealed a noticeable shift in consumer perception, with Tesla struggling to maintain its appeal in some of its biggest markets.\nIn Europe, Tesla's consideration score – a measure of whether people would consider buying from the brand – dropped from 21% to 16% over the past year. According to CNBC, rivals like BYD and Mercedes have surpassed Tesla in important customer metrics outside the U.S., indicating heightened rivalry in the electric vehicle market.\nTrending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can invest today for just $0.26/share with a $1000 minimum.\nLoyalty Still Strong, But Recommendation Wanes\nMost current Tesla owners are expected to remain loyal to the brand despite these difficulties, as seen by the company’s high 90% loyalty rating in the US. However, its recommendation score has dropped, plummeting from 8.2 out of 10 to just 4.3. This indicates that fewer people are likely to speak positively about the brand to others.\nElon Musk's Role\nElon Musk's actions and comments are shaping people’s perceptions of Tesla. Brand Finance CEO David Haigh says, \"There are people who think he's wonderful, but many that don't.\" Tesla’s \"pulling power is weakening.\"\nSee Also: The Biggest Disruption To IP Since Disney — Get in now as they monetize a $2 Trillion market by building content around the most profitable Character IP in history and combining it with the Patented Technology IP of the future.\nMusk's controversial comments and actions have drawn admiration and criticism, with some consumers reportedly shying away from Tesla due to his influence. This \"Musk effect\" highlights the tight association between the Tesla brand and its outspoken leader.\nA Warning for the Future\nBrand Finance warns that Tesla's ability to command premium prices and maintain strong sales could be at risk if the company doesn't address these issues. \"Unless Tesla can come up with a whole range of new products that will really excite consumers and unless they can mitigate some of the antagonism caused by their leader, they will be seen as past their peak,\" Haigh said.\nRead Next:\n\nAccording to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — Join the first company to bring blockchain payments to Salesforce early with just $100.\nDeloitte's fastest-growing software company partners with Amazon, Walmart & Target – Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!\n\nUp Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market.\nGet the latest stock analysis from Benzinga?\n\nAPPLE (AAPL): Free Stock Analysis Report\nTESLA (TSLA): Free Stock Analysis Report\n\nThis article Tesla's Brand Value Drops $23 Billion In Two Years Despite Stock Skyrocketing 244%, Report Reveals originally appeared on Benzinga.com\n© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397409802695208,"gmtCreate":1738049185917,"gmtModify":1738049192936,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape.&nbsp;","listText":"Another sour grape.&nbsp;","text":"Another sour grape.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397409802695208","repostId":"2506563594","repostType":2,"repost":{"id":"2506563594","kind":"highlight","pubTimestamp":1738041193,"share":"https://ttm.financial/m/news/2506563594?lang=&edition=fundamental","pubTime":"2025-01-28 13:13","market":"us","language":"en","title":"Goldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2506563594","media":"Insider Monkey","summary":"We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street.In this article, we are going to take a look at where Tesla, Inc. stands against the other AI stocks.The artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley. Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager, Liang Wenfeng, has led the development of r1. Wenfeng has become the leading figure in the country’s AI initiative.While some specialists are saying that DeepSeek’s technology is a bit behind OpenAI and Google, it is still an achievement considering it has used fewer and less advanced chips. The country has also had to deal with US restrictions along the way, implying how DeepSeek either found a way around the rules or the controls weren’t stringent enough in the first place.The reason is simple: our research has show","content":"<html><body><p>We recently compiled a list of the <strong>Top 10 AI Stocks Dominating Wall Street</strong>.<strong> </strong>In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against the other AI stocks.</p>\n<p>The artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley. Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager, Liang Wenfeng, has led the development of r1. Wenfeng has become the leading figure in the country’s AI initiative.</p>\n<blockquote>\n<p>“Deepseek R1 is one of the most amazing and impressive breakthroughs I’ve ever seen”.</p>\n<p>-Marc Andreessen, Silicon Valley venture capitalist who has been advising President Trump.</p>\n</blockquote>\n<p>While some specialists are saying that DeepSeek’s technology is a bit behind OpenAI and Google, it is still an achievement considering it has used fewer and less advanced chips. The country has also had to deal with US restrictions along the way, implying how DeepSeek either found a way around the rules or the controls weren’t stringent enough in the first place.</p>\n<p><strong>READ NOW:</strong> <strong>10 AI Stocks Making Waves on Wall Street</strong> <strong>and 11 AI Stocks That Should Be On Your Watchlist</strong></p>\n<p>Also developed by DeepSeek is its AI assistant, an artificial intelligence application that was released on January 10. The AI assistant is powered by the DeepSeek-V3 model and boasts over 600 billion parameters. It is designed to assist users by offering them seamless interactions, answering user questions, and enhancing daily tasks.</p>\n<p>In the latest news, <em>Reuters</em> reports how the Chinese startup DeepSeek's AI Assistant has overtaken rival ChatGPT to become the top-rated free application available on Apple's App Store in the United States. According to its creators, the AI assistant \"tops the leaderboard among open-source models and rivals the most advanced closed-source models globally”.</p>\n<p>Both the r1 and AI assistant by DeepSeek are proof that China is getting closer to the US in the race toward supremacy in AI. While several Chinese tech companies have released tech companies over the past, DeepSeek has been particularly praised by the US tech industry for its innovation and achievements.</p>\n<p>At the same time, there is skepticism regarding how these cheaper alternatives may question the pricing power of US tech giants and if their spending needs need to be re-evaluated.</p>\n<blockquote>\n<p>“While it remains to be seen if DeepSeek will prove to be a viable, cheaper alternative in the long term, initial worries are centered on whether US tech giants’ pricing power is being threatened and if their massive AI spending needs re-evaluation”.</p>\n<p>-Jun Rong Yeap of IG Asia.</p>\n</blockquote>\n<p>For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points <strong>(see more details here)</strong>.</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/.iqS_n5baPW8rlrJubBU_w--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/1277c6032fd09b727a10249a170024cf\" width=\"1456\"/>\n<h3>Tesla, Inc. (NASDAQ:TSLA)</h3>\n<p><strong><em>Number of Hedge Fund Holders: 99</em></strong></p>\n<p>Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. On January 27, <em>CNBC</em> reported that Goldman Sachs analyst Mark Delaney has reiterated a Neutral rating on Tesla and a $345.00 price target on the stock. According to the firm, Tesla has long-term potential, but it may be time to wait and see. The company is leading in electric vehicles, with capabilities in AI. However, its Full Self-Driving Technology may take longer to develop than expected.</p>\n<blockquote>\n<p>“We believe Tesla remains well positioned for long-term growth, given its leadership position in EVs; the breadth/depth of its technical capabilities in AI, software, and hardware; and its ability to benefit from a full set of solutions including in charging and storage. However, we see a handful of offsetting factors. These include: 1) We expect the ramp in FSD to take longer than Tesla currently targets; 2) We believe auto fundamentals could remain volatile in the near-term (with lower pricing/incentives a headwind, and we expect delivery volumes to be somewhat lower than Tesla’s outlook for 2025); 3) We see valuation as full.”</p>\n</blockquote>\n<p>Overall TSLA <strong>ranks 4th</strong> on our list of the top AI stocks that are dominating Wall Street. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>   \n<p><strong>READ NEXT: 20 Best AI Stock To Buy Now and </strong><strong>Complete List of All AI Companies Under $2 Billion Market Cap</strong>.</p>   \n<p>Disclosure: None. This article is originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Maintains Neutral Rating on Tesla, Inc. (TSLA), Highlights Long-Term Growth Potential and Challenges in FSD Ramp-Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 13:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-sachs-maintains-neutral-rating-051313352.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against the other AI stocks.\nThe ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-sachs-maintains-neutral-rating-051313352.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/goldman-sachs-maintains-neutral-rating-051313352.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2506563594","content_text":"We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against the other AI stocks.\nThe artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley. Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager, Liang Wenfeng, has led the development of r1. Wenfeng has become the leading figure in the country’s AI initiative.\n\n“Deepseek R1 is one of the most amazing and impressive breakthroughs I’ve ever seen”.\n-Marc Andreessen, Silicon Valley venture capitalist who has been advising President Trump.\n\nWhile some specialists are saying that DeepSeek’s technology is a bit behind OpenAI and Google, it is still an achievement considering it has used fewer and less advanced chips. The country has also had to deal with US restrictions along the way, implying how DeepSeek either found a way around the rules or the controls weren’t stringent enough in the first place.\nREAD NOW: 10 AI Stocks Making Waves on Wall Street and 11 AI Stocks That Should Be On Your Watchlist\nAlso developed by DeepSeek is its AI assistant, an artificial intelligence application that was released on January 10. The AI assistant is powered by the DeepSeek-V3 model and boasts over 600 billion parameters. It is designed to assist users by offering them seamless interactions, answering user questions, and enhancing daily tasks.\nIn the latest news, Reuters reports how the Chinese startup DeepSeek's AI Assistant has overtaken rival ChatGPT to become the top-rated free application available on Apple's App Store in the United States. According to its creators, the AI assistant \"tops the leaderboard among open-source models and rivals the most advanced closed-source models globally”.\nBoth the r1 and AI assistant by DeepSeek are proof that China is getting closer to the US in the race toward supremacy in AI. While several Chinese tech companies have released tech companies over the past, DeepSeek has been particularly praised by the US tech industry for its innovation and achievements.\nAt the same time, there is skepticism regarding how these cheaper alternatives may question the pricing power of US tech giants and if their spending needs need to be re-evaluated.\n\n“While it remains to be seen if DeepSeek will prove to be a viable, cheaper alternative in the long term, initial worries are centered on whether US tech giants’ pricing power is being threatened and if their massive AI spending needs re-evaluation”.\n-Jun Rong Yeap of IG Asia.\n\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n\nTesla, Inc. (NASDAQ:TSLA)\nNumber of Hedge Fund Holders: 99\nTesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. On January 27, CNBC reported that Goldman Sachs analyst Mark Delaney has reiterated a Neutral rating on Tesla and a $345.00 price target on the stock. According to the firm, Tesla has long-term potential, but it may be time to wait and see. The company is leading in electric vehicles, with capabilities in AI. However, its Full Self-Driving Technology may take longer to develop than expected.\n\n“We believe Tesla remains well positioned for long-term growth, given its leadership position in EVs; the breadth/depth of its technical capabilities in AI, software, and hardware; and its ability to benefit from a full set of solutions including in charging and storage. However, we see a handful of offsetting factors. These include: 1) We expect the ramp in FSD to take longer than Tesla currently targets; 2) We believe auto fundamentals could remain volatile in the near-term (with lower pricing/incentives a headwind, and we expect delivery volumes to be somewhat lower than Tesla’s outlook for 2025); 3) We see valuation as full.”\n\nOverall TSLA ranks 4th on our list of the top AI stocks that are dominating Wall Street. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: 20 Best AI Stock To Buy Now and Complete List of All AI Companies Under $2 Billion Market Cap.   \nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396750729138304,"gmtCreate":1737888079492,"gmtModify":1737888083289,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Copy and paste???","listText":"Copy and paste???","text":"Copy and paste???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396750729138304","repostId":"2506210353","repostType":2,"repost":{"id":"2506210353","kind":"highlight","pubTimestamp":1737885600,"share":"https://ttm.financial/m/news/2506210353?lang=&edition=fundamental","pubTime":"2025-01-26 18:00","market":"nz","language":"en","title":"What Analysts Think of Tesla Stock Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2506210353","media":"Investopedia","summary":"Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.Tesla  is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer  Elon Musk and U.S. President Donald Trump.Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing ","content":"<html><body><div><div><div><h3>Key Takeaways</h3>\n<div><ul><li>Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.</li><li>Earlier this month, Tesla recorded its first<strong> </strong>year-over-year decline in full-year vehicle deliveries in the company's history.</li><li>Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.</li></ul></div></div></div>\n<p> Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S.<strong> </strong>President Donald Trump.<span></span>\n</p>\n<div></div>\n<p> Despite its rally since the U.S.<strong> </strong>election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n</p>\n<div></div>\n<p> Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"<span></span>\n</p>\n<div></div>\n<p> Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n</p>\n<div></div>\n<span></span><h2> <span> Analysts See Tesla Benefiting From Musk-Trump Connection </span> </h2>\n<p> Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.<span></span><span></span><span></span>\n</p>\n<div></div>\n<p> The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n</p>\n<div></div>\n<p> Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n</p>\n<div></div>\n<p> Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.<span></span>\n</p>\n<div></div>\n<p> Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.<span></span>\n</p>\n<div></div>\n<p> Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n</p>\n<div><div>Do you have a news tip for Investopedia reporters? Please email us at</div>\n<span>tips@investopedia.com</span></div></div></body></html>","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Analysts Think of Tesla Stock Ahead of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Analysts Think of Tesla Stock Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-26 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla ...</p>\n\n<a href=\"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.investopedia.com/thmb/uWZZdEgBqoaUvCqfTiORR4YxDW8=/6314x4209/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2194854967-5c7de18a62e94637974d110f4b40f024.jpg","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506210353","content_text":"Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.\n Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S. President Donald Trump.\n\n\n Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n\n\n Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"\n\n\n Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n\n\n  Analysts See Tesla Benefiting From Musk-Trump Connection  \n Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.\n\n\n The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n\n\n Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n\n\n Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.\n\n\n Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.\n\n\n Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n\nDo you have a news tip for Investopedia reporters? Please email us at\ntips@investopedia.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396749137044072,"gmtCreate":1737888069994,"gmtModify":1737888074204,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Why is every article saying the same thing over and.over again????","listText":"Why is every article saying the same thing over and.over again????","text":"Why is every article saying the same thing over and.over again????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396749137044072","repostId":"2506210353","repostType":2,"repost":{"id":"2506210353","kind":"highlight","pubTimestamp":1737885600,"share":"https://ttm.financial/m/news/2506210353?lang=&edition=fundamental","pubTime":"2025-01-26 18:00","market":"nz","language":"en","title":"What Analysts Think of Tesla Stock Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2506210353","media":"Investopedia","summary":"Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.Tesla  is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer  Elon Musk and U.S. President Donald Trump.Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing ","content":"<html><body><div><div><div><h3>Key Takeaways</h3>\n<div><ul><li>Tesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.</li><li>Earlier this month, Tesla recorded its first<strong> </strong>year-over-year decline in full-year vehicle deliveries in the company's history.</li><li>Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.</li></ul></div></div></div>\n<p> Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S.<strong> </strong>President Donald Trump.<span></span>\n</p>\n<div></div>\n<p> Despite its rally since the U.S.<strong> </strong>election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n</p>\n<div></div>\n<p> Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"<span></span>\n</p>\n<div></div>\n<p> Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n</p>\n<div></div>\n<span></span><h2> <span> Analysts See Tesla Benefiting From Musk-Trump Connection </span> </h2>\n<p> Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.<span></span><span></span><span></span>\n</p>\n<div></div>\n<p> The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n</p>\n<div></div>\n<p> Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n</p>\n<div></div>\n<p> Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.<span></span>\n</p>\n<div></div>\n<p> Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.<span></span>\n</p>\n<div></div>\n<p> Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n</p>\n<div><div>Do you have a news tip for Investopedia reporters? Please email us at</div>\n<span>tips@investopedia.com</span></div></div></body></html>","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Analysts Think of Tesla Stock Ahead of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Analysts Think of Tesla Stock Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-26 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla ...</p>\n\n<a href=\"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.investopedia.com/thmb/uWZZdEgBqoaUvCqfTiORR4YxDW8=/6314x4209/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2194854967-5c7de18a62e94637974d110f4b40f024.jpg","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.investopedia.com/what-analysts-think-of-tesla-stock-ahead-of-earnings-q4-fy-2024-preview-8779653","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506210353","content_text":"Key Takeaways\nTesla is scheduled to post its fourth-quarter earnings report after the market closes Wednesday, with revenue expected to rise from the same time last year.Earlier this month, Tesla recorded its first year-over-year decline in full-year vehicle deliveries in the company's history.Analysts largely think Tesla will benefit from CEO Elon Musk's proximity to the Trump administration, as the connection may clear the regulatory path for some of Tesla's future projects.\n Tesla (TSLA) is set to report fourth-quarter earnings after the bell Wednesday, with analysts mostly optimistic about the link between Chief Executive Officer (CEO) Elon Musk and U.S. President Donald Trump.\n\n\n Despite its rally since the U.S. election, analysts remain divided on Tesla stock, with the brokers following the company who are tracked by Visible Alpha divided between nine \"buy,\" six \"hold,\" and three \"sell\" ratings. The electric vehicle maker also has an average stock price target of about $362, about 12% below its Friday closing price, suggesting some analysts think the post-election rally has driven the stock too high.\n\n\n Analysts expect Tesla to post revenue of $27.27 billion for the fourth quarter, with net income expected to come in at $2.31 billion, or 65 cents per share. In the same quarter last year, Tesla recorded $25.17 billion in revenue and $7.93 billion in net income, as profit was boosted by more than $5 billion in adjustments because of the \"release of valuation allowance on deferred tax assets.\"\n\n\n Earlier this month, Tesla stock was hit as the company's production and delivery numbers for the quarter came in short of expectations, giving Tesla its first year-over-year decline in full-year vehicle deliveries in the company's history.\n\n\n  Analysts See Tesla Benefiting From Musk-Trump Connection  \n Analysts from Wedbush Securities, Morgan Stanley, and Piper Sandler all recently lifted their price targets for Tesla stock to $550, $430, and $500, respectively.\n\n\n The Wedbush analysts noted that they believe the company will benefit from Musk's proximity to Trump's administration during its second term. Trump's administration could provide an easier regulatory path to things like approval for new versions of Tesla's self-driving software, and for its autonomous \"robotaxis\" to hit the road, the analysts wrote.\n\n\n Piper Sandler analysts said they believe investors will have a clearer picture of Tesla's future this time next year, when the timeline for things like new product releases, new versions of the company's self-driving software, and its other artificial intelligence (AI) projects could be more definitive.\n\n\n Oppenheimer analysts, however, said the link between Trump and Musk could be jeopardized if projects like Musk's \"DOGE\" cost-cutting effort for the government aren't as successful as the pair hope it will be.\n\n\n Ahead of Wednesday's report, Tesla listed a new version of its Model Y compact SUV on its website for orders, saying the vehicle will start to ship in March, starting at roughly $60,000.\n\n\n Tesla shares closed off more than 1% Friday, but have gained over 60% since the Nov. 5 election.\n\nDo you have a news tip for Investopedia reporters? Please email us at\ntips@investopedia.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396099883627120,"gmtCreate":1737729382342,"gmtModify":1737729644710,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Don't be a sour grape. And don't stir shit here...FO","listText":"Don't be a sour grape. And don't stir shit here...FO","text":"Don't be a sour grape. And don't stir shit here...FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396099883627120","repostId":"2505865996","repostType":2,"repost":{"id":"2505865996","kind":"highlight","pubTimestamp":1737728419,"share":"https://ttm.financial/m/news/2505865996?lang=&edition=fundamental","pubTime":"2025-01-24 22:20","market":"us","language":"en","title":"Could Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?","url":"https://stock-news.laohu8.com/highlight/detail?id=2505865996","media":"Insider Monkey","summary":"We recently published a list of 10 AI Stocks Investors are Watching Closely. In this article, we are going to take a look at where Tesla, Inc.  stands against other AI stocks investors are watching closely.President Donald Trump has only recently announced the Stargate initiative, claiming it to be “the largest AI infrastructure project by far in history”. According to him, the project would help keep “the future of technology” in the US. However, aBloombergreport reveals how Elon Musk is openly questioning whether the companies that have joined Trump’s announcement, promising hundreds of billions of dollars in artificial intelligence, could follow through on them.Contrary to Musk’s claims, Sam Altman, CEO of OpenAI, had his own statements to make on X. Altman posted that Musk’s claims are wrong and that he has been upset because this initiative could compete with his Elon Musk’s own AI endeavors.","content":"<html><body><p>We recently published a list of <strong>10 AI Stocks Investors are Watching Closely</strong>. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks investors are watching closely.</p>\n<p>President Donald Trump has only recently announced the Stargate initiative, claiming it to be “the largest AI infrastructure project by far in history”. According to him, the project would help keep “the future of technology” in the US. However, a <em>Bloomberg </em>report reveals how Elon Musk is openly questioning whether the companies that have joined Trump’s announcement, promising hundreds of billions of dollars in artificial intelligence, could follow through on them.</p>\n<p><strong>READ ALSO: 10 Buzzing AI Stocks on Latest News and Ratings and 11 AI Stocks That Should Be On Your Watchlist</strong></p>\n<p>Could this be a sign of an early difference of opinion within the White House? Only hours after the announcement, Musk took to his platform, X, to reveal that the companies don’t have the funds.</p>\n<blockquote>\n<p>“They don’t actually have the money. SoftBank has well under $10B secured. I have that on good authority”.</p>\n</blockquote>\n<p>Contrary to Musk’s claims, Sam Altman, CEO of OpenAI, had his own statements to make on X. Altman posted that Musk’s claims are wrong and that he has been upset because this initiative could compete with his Elon Musk’s own AI endeavors.</p>\n<blockquote>\n<p>“Wrong, as you surely know. Want to come visit the first site already under way? This is great for the country. I realize what is great for the country isn’t always what’s optimal for your companies, but in your new role I hope you’ll mostly put US first”.</p>\n<p>— Sam Altman</p>\n</blockquote>\n<p>Musk is leading Trump’s government efficiency efforts and will also be advising him on spending. The billionaire, ever since leaving OpenAI’s board in 2018, has been engaged in a feud with Altman. Sources close to Stargate also reveal that they are not sure how Musk has arrived at the figure. According to them, the company is well-positioned to deploy $100 billion.</p>\n<blockquote>\n<blockquote>\n<p>“I think this will be the most important project of this era. We wouldn’t be able to do this without you, Mr. President”.</p>\n<p>-Sam Altman.</p>\n</blockquote>\n</blockquote>\n<p>In light of this, <em>Bloomberg</em> revealed that Trump has, on several occasions, promoted private-sector investment promises that never went on to materialize. One of these failed promises has been the failed Foxconn factory project which Trump deemed as the <em>“Eighth Wonder of the World”.</em> No wonder the Stargate announcement has sparked skepticism regarding the project’s completion.</p>\n<p>For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points <strong>(see more details here)</strong>.</p>\n<img height=\"565\" src=\"https://s.yimg.com/uu/api/res/1.2/.hVMnOQyk5E3uUk17Imujw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/11c7ac85f26fcb755f9782d181485984\" width=\"847\"/> Copyright: \nwolandmaster / 123RF Stock Photo\n<h3>Tesla, Inc. (NASDAQ:TSLA)</h3>\n<p><strong><em>Number of Hedge Fund Holders: 99</em></strong></p>\n<p>Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. One of the biggest analyst calls for Tuesday, January 21<sup>st</sup>, was for Tesla Inc. Piper Sandler reiterated an “Overweight” rating on Tesla, Inc. (NASDAQ:TSLA) and raised the firm’s price target to $500 from $315. According to the firm, investors have begun appreciating Tesla’s potential in real-world artificial intelligence. The analyst told investors in the research note that as a result of this, portfolio managers are entertaining the possibility of the stock going up. Moreover, once the company is done with its current car launch plans, it will redirect its focus toward its full-driving software (FSD). The firm hasn’t estimated the impact of other ambiguous AI endeavors but is optimistic that new-age opportunities like Optimus robots and neural-net-training-as-a-service will shape the company’s thesis. According to the firm, Tesla’s (NASDAQ:TSLA) first half of 2025 “may be choppy,” but it remains its top “buy-and-hold idea”.</p>\n<blockquote>\n<p>“Regarding our views on the stock, TSLA is still our #1 buy-and-hold idea, and accordingly, we’re boosting our price target to $500 (up from $315)”.</p>\n</blockquote>\n<p>Overall, TSLA <strong><b>ranks 2nd</b></strong> on our list of AI stocks investors are watching closely. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p><strong><b>READ NEXT: </b></strong><strong><b>20 Best AI Stocks To Buy Now</b></strong><strong><b> and </b></strong><strong><b>Complete List of 59 AI Companies Under $2 Billion in Market Cap</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Tesla’s (TSLA) AI Innovations Propel Its Stock to $500?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-24 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/could-tesla-tsla-ai-innovations-142019735.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 AI Stocks Investors are Watching Closely. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks investors ...</p>\n\n<a href=\"https://finance.yahoo.com/news/could-tesla-tsla-ai-innovations-142019735.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4543":"AI","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","BK4527":"明星科技股","USAW.SI":"AMZN 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","FSD":"First Trust High Income Long/Sho","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4551":"寇图资本持仓","SQQQ":"纳指三倍做空ETF","BK4574":"无人驾驶","QLD":"纳指两倍做多ETF","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","USJW.SI":"ALPHAB 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4598":"佩洛西持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QID":"纳指两倍做空ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TQQQ":"纳指三倍做多ETF"},"source_url":"https://finance.yahoo.com/news/could-tesla-tsla-ai-innovations-142019735.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2505865996","content_text":"We recently published a list of 10 AI Stocks Investors are Watching Closely. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks investors are watching closely.\nPresident Donald Trump has only recently announced the Stargate initiative, claiming it to be “the largest AI infrastructure project by far in history”. According to him, the project would help keep “the future of technology” in the US. However, a Bloomberg report reveals how Elon Musk is openly questioning whether the companies that have joined Trump’s announcement, promising hundreds of billions of dollars in artificial intelligence, could follow through on them.\nREAD ALSO: 10 Buzzing AI Stocks on Latest News and Ratings and 11 AI Stocks That Should Be On Your Watchlist\nCould this be a sign of an early difference of opinion within the White House? Only hours after the announcement, Musk took to his platform, X, to reveal that the companies don’t have the funds.\n\n“They don’t actually have the money. SoftBank has well under $10B secured. I have that on good authority”.\n\nContrary to Musk’s claims, Sam Altman, CEO of OpenAI, had his own statements to make on X. Altman posted that Musk’s claims are wrong and that he has been upset because this initiative could compete with his Elon Musk’s own AI endeavors.\n\n“Wrong, as you surely know. Want to come visit the first site already under way? This is great for the country. I realize what is great for the country isn’t always what’s optimal for your companies, but in your new role I hope you’ll mostly put US first”.\n— Sam Altman\n\nMusk is leading Trump’s government efficiency efforts and will also be advising him on spending. The billionaire, ever since leaving OpenAI’s board in 2018, has been engaged in a feud with Altman. Sources close to Stargate also reveal that they are not sure how Musk has arrived at the figure. According to them, the company is well-positioned to deploy $100 billion.\n\n\n“I think this will be the most important project of this era. We wouldn’t be able to do this without you, Mr. President”.\n-Sam Altman.\n\n\nIn light of this, Bloomberg revealed that Trump has, on several occasions, promoted private-sector investment promises that never went on to materialize. One of these failed promises has been the failed Foxconn factory project which Trump deemed as the “Eighth Wonder of the World”. No wonder the Stargate announcement has sparked skepticism regarding the project’s completion.\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n Copyright: \nwolandmaster / 123RF Stock Photo\nTesla, Inc. (NASDAQ:TSLA)\nNumber of Hedge Fund Holders: 99\nTesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. One of the biggest analyst calls for Tuesday, January 21st, was for Tesla Inc. Piper Sandler reiterated an “Overweight” rating on Tesla, Inc. (NASDAQ:TSLA) and raised the firm’s price target to $500 from $315. According to the firm, investors have begun appreciating Tesla’s potential in real-world artificial intelligence. The analyst told investors in the research note that as a result of this, portfolio managers are entertaining the possibility of the stock going up. Moreover, once the company is done with its current car launch plans, it will redirect its focus toward its full-driving software (FSD). The firm hasn’t estimated the impact of other ambiguous AI endeavors but is optimistic that new-age opportunities like Optimus robots and neural-net-training-as-a-service will shape the company’s thesis. According to the firm, Tesla’s (NASDAQ:TSLA) first half of 2025 “may be choppy,” but it remains its top “buy-and-hold idea”.\n\n“Regarding our views on the stock, TSLA is still our #1 buy-and-hold idea, and accordingly, we’re boosting our price target to $500 (up from $315)”.\n\nOverall, TSLA ranks 2nd on our list of AI stocks investors are watching closely. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSLA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394971088560728,"gmtCreate":1737438852623,"gmtModify":1737438856422,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"We know the grapes very sour","listText":"We know the grapes very sour","text":"We know the grapes very sour","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394971088560728","repostId":"2505287675","repostType":2,"repost":{"id":"2505287675","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737428595,"share":"https://ttm.financial/m/news/2505287675?lang=&edition=fundamental","pubTime":"2025-01-21 11:03","market":"other","language":"en","title":"Forget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2505287675","media":"Dow Jones","summary":"Looking to invest in artificial intelligence stocks this year and worried you've missed the boat?Don't worry, a pivot away from obvious winners like Tesla and Nvidia is the solution.That's according to Morningstar's chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.His view is based on the idea that Big Tech companies' capital expenditure levels can't carry on rising at such a fast pace, more than two years after the launch of OpenAI's ChatGPT kicked off an AI spending war.\"We're not going to see that explosive increase in demand of the past two years again,\" Sekera told Barron's. \"It will still increase, but we won't see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.\". This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<html><head></head><body><p>Looking to invest in artificial intelligence stocks this year and worried you&#39;ve missed the boat? Don&#39;t worry, a pivot away from obvious winners like  <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  and  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  is the solution.</p><p>That&#39;s according to Morningstar&#39;s chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.</p><p>His view is based on the idea that Big Tech companies&#39; capital expenditure levels can&#39;t carry on rising at such a fast pace, more than two years after the launch of OpenAI&#39;s ChatGPT kicked off an AI spending war.</p><p>&#34;We&#39;re not going to see that explosive increase in demand of the past two years again,&#34; Sekera told Barron&#39;s. &#34;It will still increase, but we won&#39;t see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.&#34;</p><p>That means Morningstar is more bearish than most on Nvidia, which has made shattering Wall Street&#39;s expectations into something of a quarterly tradition over the past two years. The research firm thinks the stock is now trading close to its fair value after back-to-back years of triple-digit gains.</p><p>Tesla looks even more overvalued by Morningstar&#39;s value investing-focused metrics -- strategists think that at $426.50, the stock is trading at more than double its fair value.</p><p>The AI stocks Sekera is bullish on range from the well-established AI plays to a couple of unloved and under-the-radar names. Software developers  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  and  <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>  and Google owner  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  are all trading at a discount to their fair value, by Morningstar&#39;s metrics -- but those aren&#39;t exactly unheard-of picks to benefit from the AI surge.</p><p>Chip maker  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  has dropped 30% over the past year, but that selloff has made it another name that looks undervalued, according to Morningstar. Sekera told Barron&#39;s that the stock &#34;now trades too much to the downside,&#34; adding that he thinks for the long-term AMD will be &#34;the number two player behind Nvidia&#34; in providing graphics processing units and AI hardware.</p><p>A less well-known stock that Sekera&#39;s team likes is  <a href=\"https://laohu8.com/S/CTSH\">Cognizant Technology Solutions Corp</a> , an S&amp;P 500-listed business consultancy that Morningstar thinks trades at an 18% discount to its fair value. Sekera said Cognizant was one of a number of companies set to benefit from using AI to improve productivity and efficiency in a bid to boost their margins.</p><p>&#34;We aren&#39;t bearish on AI -- we think a lot of stocks now have AI fully priced in, but there are still select pockets of undervaluation in the space,&#34; he told Barron&#39;s. It&#39;s a reminder that there are still bargains to be found, even in such a red-hot space.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-21 11:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Looking to invest in artificial intelligence stocks this year and worried you&#39;ve missed the boat? Don&#39;t worry, a pivot away from obvious winners like  <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  and  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>  is the solution.</p><p>That&#39;s according to Morningstar&#39;s chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.</p><p>His view is based on the idea that Big Tech companies&#39; capital expenditure levels can&#39;t carry on rising at such a fast pace, more than two years after the launch of OpenAI&#39;s ChatGPT kicked off an AI spending war.</p><p>&#34;We&#39;re not going to see that explosive increase in demand of the past two years again,&#34; Sekera told Barron&#39;s. &#34;It will still increase, but we won&#39;t see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.&#34;</p><p>That means Morningstar is more bearish than most on Nvidia, which has made shattering Wall Street&#39;s expectations into something of a quarterly tradition over the past two years. The research firm thinks the stock is now trading close to its fair value after back-to-back years of triple-digit gains.</p><p>Tesla looks even more overvalued by Morningstar&#39;s value investing-focused metrics -- strategists think that at $426.50, the stock is trading at more than double its fair value.</p><p>The AI stocks Sekera is bullish on range from the well-established AI plays to a couple of unloved and under-the-radar names. Software developers  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  and  <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>  and Google owner  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>  are all trading at a discount to their fair value, by Morningstar&#39;s metrics -- but those aren&#39;t exactly unheard-of picks to benefit from the AI surge.</p><p>Chip maker  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  has dropped 30% over the past year, but that selloff has made it another name that looks undervalued, according to Morningstar. Sekera told Barron&#39;s that the stock &#34;now trades too much to the downside,&#34; adding that he thinks for the long-term AMD will be &#34;the number two player behind Nvidia&#34; in providing graphics processing units and AI hardware.</p><p>A less well-known stock that Sekera&#39;s team likes is  <a href=\"https://laohu8.com/S/CTSH\">Cognizant Technology Solutions Corp</a> , an S&amp;P 500-listed business consultancy that Morningstar thinks trades at an 18% discount to its fair value. Sekera said Cognizant was one of a number of companies set to benefit from using AI to improve productivity and efficiency in a bid to boost their margins.</p><p>&#34;We aren&#39;t bearish on AI -- we think a lot of stocks now have AI fully priced in, but there are still select pockets of undervaluation in the space,&#34; he told Barron&#39;s. It&#39;s a reminder that there are still bargains to be found, even in such a red-hot space.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4538":"云计算","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NVDA":"英伟达","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","CTSH":"高知特","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","GOOGL":"谷歌A","MSFT":"微软","ORCL":"甲骨文","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","AMD":"美国超微公司","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4567":"ESG概念","TSLA":"特斯拉","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4587":"ChatGPT概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2505287675","content_text":"Looking to invest in artificial intelligence stocks this year and worried you've missed the boat? Don't worry, a pivot away from obvious winners like  Tesla Motors  and  NVIDIA  is the solution.That's according to Morningstar's chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.His view is based on the idea that Big Tech companies' capital expenditure levels can't carry on rising at such a fast pace, more than two years after the launch of OpenAI's ChatGPT kicked off an AI spending war.\"We're not going to see that explosive increase in demand of the past two years again,\" Sekera told Barron's. \"It will still increase, but we won't see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.\"That means Morningstar is more bearish than most on Nvidia, which has made shattering Wall Street's expectations into something of a quarterly tradition over the past two years. The research firm thinks the stock is now trading close to its fair value after back-to-back years of triple-digit gains.Tesla looks even more overvalued by Morningstar's value investing-focused metrics -- strategists think that at $426.50, the stock is trading at more than double its fair value.The AI stocks Sekera is bullish on range from the well-established AI plays to a couple of unloved and under-the-radar names. Software developers  Microsoft  and  Oracle  and Google owner  Alphabet  are all trading at a discount to their fair value, by Morningstar's metrics -- but those aren't exactly unheard-of picks to benefit from the AI surge.Chip maker  Advanced Micro Devices  has dropped 30% over the past year, but that selloff has made it another name that looks undervalued, according to Morningstar. Sekera told Barron's that the stock \"now trades too much to the downside,\" adding that he thinks for the long-term AMD will be \"the number two player behind Nvidia\" in providing graphics processing units and AI hardware.A less well-known stock that Sekera's team likes is  Cognizant Technology Solutions Corp , an S&P 500-listed business consultancy that Morningstar thinks trades at an 18% discount to its fair value. Sekera said Cognizant was one of a number of companies set to benefit from using AI to improve productivity and efficiency in a bid to boost their margins.\"We aren't bearish on AI -- we think a lot of stocks now have AI fully priced in, but there are still select pockets of undervaluation in the space,\" he told Barron's. It's a reminder that there are still bargains to be found, even in such a red-hot space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393553595244944,"gmtCreate":1737119642251,"gmtModify":1737119645901,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Another sour grape and Tesla hater","listText":"Another sour grape and Tesla hater","text":"Another sour grape and Tesla hater","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393553595244944","repostId":"2504525711","repostType":2,"repost":{"id":"2504525711","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737117000,"share":"https://ttm.financial/m/news/2504525711?lang=&edition=fundamental","pubTime":"2025-01-17 20:30","market":"sg","language":"en","title":"Microsoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504525711","media":"Dow Jones","summary":"Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia.The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla.However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more.The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple.While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to se","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Elsa Ohlen \n</p>\n<p>\n  Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia. \n</p>\n<p>\n     The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla. \n</p>\n<p>\n     However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more. \n</p>\n<p>\n     The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple. \n</p>\n<p>\n     While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to several factors. \n</p>\n<p>\n     At the bottom is Microsoft, ranking particularly low on Research &amp; Development versus capital expenditure, price momentum, and growth and revisions. Tesla and Amazon.com are rated as number six and five, respectively. \n</p>\n<p>\n     Since 2020, Mag 7 stocks are up by an average 640% versus about 100% for the S&amp;P 500 and now have a combined weight of 34% of the benchmark index, Peramunetilleke said. \n</p>\n<p>\n     Write to Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 07:30 ET (12:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, Tesla Are Worst Mag 7 Stocks. These Are the Ones to Buy, Say Analysts. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Elsa Ohlen \n</p>\n<p>\n  Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia. \n</p>\n<p>\n     The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla. \n</p>\n<p>\n     However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more. \n</p>\n<p>\n     The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple. \n</p>\n<p>\n     While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to several factors. \n</p>\n<p>\n     At the bottom is Microsoft, ranking particularly low on Research &amp; Development versus capital expenditure, price momentum, and growth and revisions. Tesla and Amazon.com are rated as number six and five, respectively. \n</p>\n<p>\n     Since 2020, Mag 7 stocks are up by an average 640% versus about 100% for the S&amp;P 500 and now have a combined weight of 34% of the benchmark index, Peramunetilleke said. \n</p>\n<p>\n     Write to Elsa Ohlen at elsa.ohlen@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 07:30 ET (12:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504525711","content_text":"By Elsa Ohlen \n\n\n  Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia. \n\n\n     The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla. \n\n\n     However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more. \n\n\n     The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple. \n\n\n     While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to several factors. \n\n\n     At the bottom is Microsoft, ranking particularly low on Research & Development versus capital expenditure, price momentum, and growth and revisions. Tesla and Amazon.com are rated as number six and five, respectively. \n\n\n     Since 2020, Mag 7 stocks are up by an average 640% versus about 100% for the S&P 500 and now have a combined weight of 34% of the benchmark index, Peramunetilleke said. \n\n\n     Write to Elsa Ohlen at elsa.ohlen@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 17, 2025 07:30 ET (12:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393584057671800,"gmtCreate":1737115932390,"gmtModify":1737115936279,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Sour grape article","listText":"Sour grape article","text":"Sour grape article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393584057671800","repostId":"2504159750","repostType":2,"repost":{"id":"2504159750","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737115020,"share":"https://ttm.financial/m/news/2504159750?lang=&edition=fundamental","pubTime":"2025-01-17 19:57","market":"sh","language":"en","title":"Tesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504159750","media":"Dow Jones","summary":"Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla.\"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday.Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year.In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot.Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense.This ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla. \n</p>\n<p>\n     Investors wanted to talk about \"anything but cars.\" \n</p>\n<p>\n     \"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday. \n</p>\n<p>\n     Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year. \n</p>\n<p>\n     If cars don't matter for Tesla stock, then what does? In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot. \n</p>\n<p>\n     Tesla plans to launch a self-driving robotaxi service by the end of 2025. Musk also has suggested that robot sales could start this year. Having both happening are what can drive Tesla stock higher. \n</p>\n<p>\n     Shares already have had an impressive AI-fueled run. Coming into Friday, Tesla stock has risen more than 70% since the company's Oct. 10 Robotaxi event and have gained more than 60% since the Nov. 5 presidential election. \n</p>\n<p>\n     Tesla's Robotaxi Day outlined the company's plans for a robotaxi service. What's more, investors expect the incoming Donald Trump administration to accelerate federal rule-making to encourage autonomous vehicle deployment. \n</p>\n<p>\n     Shares were up 0.9% at $417.40 in premarket trading, while S&amp;P 500 and Dow Jones Industrial Average futures each rose about 0.4%. \n</p>\n<p>\n     Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense. \n</p>\n<p>\n     He values Tesla's self-driving-related technologies, including robotaxis, at $258 a share, Tesla's battery storage business at $66 a share, and expects Tesla to supply technology to other automakers eventually. That's worth $17 a share. \n</p>\n<p>\n     He doesn't have a value for humanoid robots. Jonas is waiting to see how the technology, supply chain, and costs develop. \n</p>\n<p>\n     Jonas is at the higher end of analyst price targets. The average price target for Tesla shares is about $317, according to FactSet. \n</p>\n<p>\n     That's below where shares have been trading, but still values Tesla at $1 trillion, multiples of the combined value of many traditional auto makers. For most of Wall Street, it seems, Tesla is about more than cars. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 06:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Investors Want to Talk About 'Anything but Cars' -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 19:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla. \n</p>\n<p>\n     Investors wanted to talk about \"anything but cars.\" \n</p>\n<p>\n     \"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday. \n</p>\n<p>\n     Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year. \n</p>\n<p>\n     If cars don't matter for Tesla stock, then what does? In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot. \n</p>\n<p>\n     Tesla plans to launch a self-driving robotaxi service by the end of 2025. Musk also has suggested that robot sales could start this year. Having both happening are what can drive Tesla stock higher. \n</p>\n<p>\n     Shares already have had an impressive AI-fueled run. Coming into Friday, Tesla stock has risen more than 70% since the company's Oct. 10 Robotaxi event and have gained more than 60% since the Nov. 5 presidential election. \n</p>\n<p>\n     Tesla's Robotaxi Day outlined the company's plans for a robotaxi service. What's more, investors expect the incoming Donald Trump administration to accelerate federal rule-making to encourage autonomous vehicle deployment. \n</p>\n<p>\n     Shares were up 0.9% at $417.40 in premarket trading, while S&amp;P 500 and Dow Jones Industrial Average futures each rose about 0.4%. \n</p>\n<p>\n     Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense. \n</p>\n<p>\n     He values Tesla's self-driving-related technologies, including robotaxis, at $258 a share, Tesla's battery storage business at $66 a share, and expects Tesla to supply technology to other automakers eventually. That's worth $17 a share. \n</p>\n<p>\n     He doesn't have a value for humanoid robots. Jonas is waiting to see how the technology, supply chain, and costs develop. \n</p>\n<p>\n     Jonas is at the higher end of analyst price targets. The average price target for Tesla shares is about $317, according to FactSet. \n</p>\n<p>\n     That's below where shares have been trading, but still values Tesla at $1 trillion, multiples of the combined value of many traditional auto makers. For most of Wall Street, it seems, Tesla is about more than cars. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 06:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4504":"桥水持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4127":"投资银行业与经纪业","ISBC":"投资者银行","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504159750","content_text":"Al Root \n\n\n  Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla. \n\n\n     Investors wanted to talk about \"anything but cars.\" \n\n\n     \"After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business,\" wrote Jonas in a report Thursday. \n\n\n     Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year. \n\n\n     If cars don't matter for Tesla stock, then what does? In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot. \n\n\n     Tesla plans to launch a self-driving robotaxi service by the end of 2025. Musk also has suggested that robot sales could start this year. Having both happening are what can drive Tesla stock higher. \n\n\n     Shares already have had an impressive AI-fueled run. Coming into Friday, Tesla stock has risen more than 70% since the company's Oct. 10 Robotaxi event and have gained more than 60% since the Nov. 5 presidential election. \n\n\n     Tesla's Robotaxi Day outlined the company's plans for a robotaxi service. What's more, investors expect the incoming Donald Trump administration to accelerate federal rule-making to encourage autonomous vehicle deployment. \n\n\n     Shares were up 0.9% at $417.40 in premarket trading, while S&P 500 and Dow Jones Industrial Average futures each rose about 0.4%. \n\n\n     Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, \"anything but cars\" makes some sense. \n\n\n     He values Tesla's self-driving-related technologies, including robotaxis, at $258 a share, Tesla's battery storage business at $66 a share, and expects Tesla to supply technology to other automakers eventually. That's worth $17 a share. \n\n\n     He doesn't have a value for humanoid robots. Jonas is waiting to see how the technology, supply chain, and costs develop. \n\n\n     Jonas is at the higher end of analyst price targets. The average price target for Tesla shares is about $317, according to FactSet. \n\n\n     That's below where shares have been trading, but still values Tesla at $1 trillion, multiples of the combined value of many traditional auto makers. For most of Wall Street, it seems, Tesla is about more than cars. \n\n\n     Write to Al Root at  allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 17, 2025 06:57 ET (11:57 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393533894762688,"gmtCreate":1737103882750,"gmtModify":1737106313642,"author":{"id":"4109249043338710","authorId":"4109249043338710","name":"ARTOTLE","avatar":"https://community-static.tradeup.com/news/6860a85d94cbf481e7013b59d23cb50f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109249043338710","authorIdStr":"4109249043338710"},"themes":[],"htmlText":"Of course trump will not share with loser like u! So u can just FO","listText":"Of course trump will not share with loser like u! So u can just FO","text":"Of course trump will not share with loser like u! So u can just FO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393533894762688","repostId":"2504186337","repostType":2,"repost":{"id":"2504186337","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737097200,"share":"https://ttm.financial/m/news/2504186337?lang=&edition=fundamental","pubTime":"2025-01-17 15:00","market":"hk","language":"en","title":"Why the Trump-Musk Bromance Won't Last -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504186337","media":"Dow Jones","summary":"This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor.Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects.If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising.Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X , and various other companies, including SpaceX -- has clearly been doing.Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla ho","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Allan Sloan \n</p>\n<p>\n  This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor. \n</p>\n<p>\n     Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects. \n</p>\n<p>\n     If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising. \n</p>\n<p>\n     Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X (formerly Twitter), and various other companies, including SpaceX -- has clearly been doing. \n</p>\n<p>\n     This raises an obvious question. When, if ever, is the president-elect going to get tired of Musk benefiting from his Trump-amplified public profile and cut him off? \n</p>\n<p>\n     Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla holdings since Trump's victory was announced. \n</p>\n<p>\n     At the market close on Election Day, Tesla was up 1.2% for the year. But between Election Day and the end of 2024, Tesla shares took off for the moon (no SpaceX rocket required). \n</p>\n<p>\n     Tesla rose more than 60% from Election Day through year end, accounting for $109 billion of the $111 billion that Musk's Tesla shares increased in value for the year. \n</p>\n<p>\n     So why isn't Trump cutting Musk off at the knees? \n</p>\n<p>\n     Let me offer a somewhat heretical thought. I think that a major reason for Trump being so nice to Musk -- the richest person in the world, according to the billionaires lists of Bloomberg and Forbes -- is that Musk could be the way for Trump to monetize his stake in Trump Media &amp; Technology Group, the company that owns Trump's favorite social-media platform, Truth Social. \n</p>\n<p>\n     By rational financial standards, Trump Media -- whose ticker symbol is DJT, Donald John Trump's initials -- seems hugely overpriced. And Trump hasn't been selling any of his shares, which would doubtless crash the stock. \n</p>\n<p>\n     DJT, which reported revenue of $2.6 million (no, that is not a typo), an operating loss of $140.7 million, and a total loss of $363.2 million for the first nine months of last year, the most recent available numbers, had a stock market value of $8.8 billion when last I looked. That is $8.1 billion more than its cash on hand. \n</p>\n<p>\n     Trump's stake, 114.75 million shares, was worth about $4.7 billion. \n</p>\n<p>\n     Trump put those shares in a revocable trust in his son Don Jr.'s name in December, but the president-elect still owns them indirectly. \n</p>\n<p>\n     If Musk, whose net worth is estimated at $427 billion in the most recent Forbes Billionaires List and $450 billion in the Bloomberg Billionaires Index, paid $60 a share for DJT -- about 50% above the recent market price -- it would cost him $12.9 billion. That is barely a rounding error in his wealth. \n</p>\n<p>\n     It would also allow Musk to have control of both X, a hugely popular social-media outlet; and Truth Social, Trump's favored outlet. \n</p>\n<p>\n     When I emailed X and Tesla to ask for comment about my Musk-Trump thesis, I got no response. Trump Media didn't respond to my emails, either. \n</p>\n<p>\n     When I emailed Trump's transition team, Steven Cheung, a Trump spokesman, gave me a far more interesting response than the poop emojis Musk's companies sometimes send reporters: \"Stop taking mushrooms,\" he emailed me, \"they interfere with the tin foil hat affixed to your head.\" \n</p>\n<p>\n     Cheung is scheduled to become communications director at the White House. If my somewhat heretical Musk-Trump thesis proves to be accurate, I'll be sending some mushrooms and a tin foil hat to 1600 Pennsylvania Ave. \n</p>\n<p>\n     Disclosure: I own one share of both Tesla and DJT to have guaranteed access to their shareholder reports. I'll donate to charity any profit that I realize on either stock. \n</p>\n<p>\n     Write to editors@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 02:00 ET (07:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Trump-Musk Bromance Won't Last -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Trump-Musk Bromance Won't Last -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Allan Sloan \n</p>\n<p>\n  This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor. \n</p>\n<p>\n     Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects. \n</p>\n<p>\n     If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising. \n</p>\n<p>\n     Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X (formerly Twitter), and various other companies, including SpaceX -- has clearly been doing. \n</p>\n<p>\n     This raises an obvious question. When, if ever, is the president-elect going to get tired of Musk benefiting from his Trump-amplified public profile and cut him off? \n</p>\n<p>\n     Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla holdings since Trump's victory was announced. \n</p>\n<p>\n     At the market close on Election Day, Tesla was up 1.2% for the year. But between Election Day and the end of 2024, Tesla shares took off for the moon (no SpaceX rocket required). \n</p>\n<p>\n     Tesla rose more than 60% from Election Day through year end, accounting for $109 billion of the $111 billion that Musk's Tesla shares increased in value for the year. \n</p>\n<p>\n     So why isn't Trump cutting Musk off at the knees? \n</p>\n<p>\n     Let me offer a somewhat heretical thought. I think that a major reason for Trump being so nice to Musk -- the richest person in the world, according to the billionaires lists of Bloomberg and Forbes -- is that Musk could be the way for Trump to monetize his stake in Trump Media &amp; Technology Group, the company that owns Trump's favorite social-media platform, Truth Social. \n</p>\n<p>\n     By rational financial standards, Trump Media -- whose ticker symbol is DJT, Donald John Trump's initials -- seems hugely overpriced. And Trump hasn't been selling any of his shares, which would doubtless crash the stock. \n</p>\n<p>\n     DJT, which reported revenue of $2.6 million (no, that is not a typo), an operating loss of $140.7 million, and a total loss of $363.2 million for the first nine months of last year, the most recent available numbers, had a stock market value of $8.8 billion when last I looked. That is $8.1 billion more than its cash on hand. \n</p>\n<p>\n     Trump's stake, 114.75 million shares, was worth about $4.7 billion. \n</p>\n<p>\n     Trump put those shares in a revocable trust in his son Don Jr.'s name in December, but the president-elect still owns them indirectly. \n</p>\n<p>\n     If Musk, whose net worth is estimated at $427 billion in the most recent Forbes Billionaires List and $450 billion in the Bloomberg Billionaires Index, paid $60 a share for DJT -- about 50% above the recent market price -- it would cost him $12.9 billion. That is barely a rounding error in his wealth. \n</p>\n<p>\n     It would also allow Musk to have control of both X, a hugely popular social-media outlet; and Truth Social, Trump's favored outlet. \n</p>\n<p>\n     When I emailed X and Tesla to ask for comment about my Musk-Trump thesis, I got no response. Trump Media didn't respond to my emails, either. \n</p>\n<p>\n     When I emailed Trump's transition team, Steven Cheung, a Trump spokesman, gave me a far more interesting response than the poop emojis Musk's companies sometimes send reporters: \"Stop taking mushrooms,\" he emailed me, \"they interfere with the tin foil hat affixed to your head.\" \n</p>\n<p>\n     Cheung is scheduled to become communications director at the White House. If my somewhat heretical Musk-Trump thesis proves to be accurate, I'll be sending some mushrooms and a tin foil hat to 1600 Pennsylvania Ave. \n</p>\n<p>\n     Disclosure: I own one share of both Tesla and DJT to have guaranteed access to their shareholder reports. I'll donate to charity any profit that I realize on either stock. \n</p>\n<p>\n     Write to editors@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 17, 2025 02:00 ET (07:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4543":"AI","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4574":"无人驾驶","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSYW.SI":"TESLA 3xLongSG261006","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4516":"特朗普概念","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504186337","content_text":"By Allan Sloan \n\n\n  This is commentary by  Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor. \n\n\n     Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects. \n\n\n     If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising. \n\n\n     Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X (formerly Twitter), and various other companies, including SpaceX -- has clearly been doing. \n\n\n     This raises an obvious question. When, if ever, is the president-elect going to get tired of Musk benefiting from his Trump-amplified public profile and cut him off? \n\n\n     Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla holdings since Trump's victory was announced. \n\n\n     At the market close on Election Day, Tesla was up 1.2% for the year. But between Election Day and the end of 2024, Tesla shares took off for the moon (no SpaceX rocket required). \n\n\n     Tesla rose more than 60% from Election Day through year end, accounting for $109 billion of the $111 billion that Musk's Tesla shares increased in value for the year. \n\n\n     So why isn't Trump cutting Musk off at the knees? \n\n\n     Let me offer a somewhat heretical thought. I think that a major reason for Trump being so nice to Musk -- the richest person in the world, according to the billionaires lists of Bloomberg and Forbes -- is that Musk could be the way for Trump to monetize his stake in Trump Media & Technology Group, the company that owns Trump's favorite social-media platform, Truth Social. \n\n\n     By rational financial standards, Trump Media -- whose ticker symbol is DJT, Donald John Trump's initials -- seems hugely overpriced. And Trump hasn't been selling any of his shares, which would doubtless crash the stock. \n\n\n     DJT, which reported revenue of $2.6 million (no, that is not a typo), an operating loss of $140.7 million, and a total loss of $363.2 million for the first nine months of last year, the most recent available numbers, had a stock market value of $8.8 billion when last I looked. That is $8.1 billion more than its cash on hand. \n\n\n     Trump's stake, 114.75 million shares, was worth about $4.7 billion. \n\n\n     Trump put those shares in a revocable trust in his son Don Jr.'s name in December, but the president-elect still owns them indirectly. \n\n\n     If Musk, whose net worth is estimated at $427 billion in the most recent Forbes Billionaires List and $450 billion in the Bloomberg Billionaires Index, paid $60 a share for DJT -- about 50% above the recent market price -- it would cost him $12.9 billion. That is barely a rounding error in his wealth. \n\n\n     It would also allow Musk to have control of both X, a hugely popular social-media outlet; and Truth Social, Trump's favored outlet. \n\n\n     When I emailed X and Tesla to ask for comment about my Musk-Trump thesis, I got no response. Trump Media didn't respond to my emails, either. \n\n\n     When I emailed Trump's transition team, Steven Cheung, a Trump spokesman, gave me a far more interesting response than the poop emojis Musk's companies sometimes send reporters: \"Stop taking mushrooms,\" he emailed me, \"they interfere with the tin foil hat affixed to your head.\" \n\n\n     Cheung is scheduled to become communications director at the White House. If my somewhat heretical Musk-Trump thesis proves to be accurate, I'll be sending some mushrooms and a tin foil hat to 1600 Pennsylvania Ave. \n\n\n     Disclosure: I own one share of both Tesla and DJT to have guaranteed access to their shareholder reports. I'll donate to charity any profit that I realize on either stock. \n\n\n     Write to editors@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 17, 2025 02:00 ET (07:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}