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alpacian

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- alpacianalpacian
  ·2022-10-11
  Time to ride the wave to the 🌝
  Tesla Is A Bargain With Optimus And Recent Events
  SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit
  Tesla Is A Bargain With Optimus And Recent Events
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- alpacianalpacian
  ·2022-10-03
  Missing delivery estimates. Tesla still has a solid earnings. Wait for their earnings announcements, tesla will fly to the moon.
  Tesla’s Q3 Deliveries Fell Short, Now What?
  Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla ,as expected, announcedrecord deliveriesof 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analystDaniel Ivesbelieves this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning from Tesla makes sense on paper, the St
  Tesla’s Q3 Deliveries Fell Short, Now What?
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- alpacianalpacian
  ·2022-10-03
  Huge over reaction from the markets. Slight expectation miss doesn't warrant 8% drop in share price.
  Tesla’s Q3 Deliveries Fell Short, Now What?
  Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla ,as expected, announcedrecord deliveriesof 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analystDaniel Ivesbelieves this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning from Tesla makes sense on paper, the St
  Tesla’s Q3 Deliveries Fell Short, Now What?
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- alpacianalpacian
  ·2022-04-24
  Bill Gates just got owned by Elon Musk. Lol
  Tesla's Elon Musk Turns on Bill Gates Over Tesla Short
  Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal
  Tesla's Elon Musk Turns on Bill Gates Over Tesla Short
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- alpacianalpacian
  ·2022-04-20
  Great time to be a $tsla investor now
  Sorry, this post has been deleted
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- alpacianalpacian
  ·2021-06-25
  $SEMBCORP MARINE LTD(S51.SI)$one of the worst stocks to hold. O&g is a sunset industry. Sold all my holdings today.
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to ride the wave to the 🌝","listText":"Time to ride the wave to the 🌝","text":"Time to ride the wave to the 🌝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917682704","repostId":"1126298657","repostType":2,"repost":{"id":"1126298657","kind":"news","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=full_marsco","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</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 Is A Bargain With Optimus And Recent Events</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 Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">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://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912692641,"gmtCreate":1664810688283,"gmtModify":1676537512300,"author":{"id":"3549512892438425","authorId":"3549512892438425","name":"alpacian","avatar":"https://community-static.tradeup.com/news/c52012b46f5a7b92afb3ddb5e63c3125","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549512892438425","authorIdStr":"3549512892438425"},"themes":[],"htmlText":"Missing delivery estimates. Tesla still has a solid earnings. Wait for their earnings announcements, tesla will fly to the moon.","listText":"Missing delivery estimates. Tesla still has a solid earnings. Wait for their earnings announcements, tesla will fly to the moon.","text":"Missing delivery estimates. Tesla still has a solid earnings. Wait for their earnings announcements, tesla will fly to the moon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912692641","repostId":"1191712748","repostType":2,"repost":{"id":"1191712748","kind":"news","pubTimestamp":1664809014,"share":"https://ttm.financial/m/news/1191712748?lang=&edition=full_marsco","pubTime":"2022-10-03 22:56","market":"us","language":"en","title":"Tesla’s Q3 Deliveries Fell Short, Now What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191712748","media":"TipRanks","summary":"Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla ,as expected, announcedrecord deliveriesof 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analystDaniel Ivesbelieves this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning  from Tesla makes sense on paper, the St","content":"<div>\n<p>Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Q3 Deliveries Fell Short, Now What?</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 Q3 Deliveries Fell Short, Now What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what\">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.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191712748","content_text":"Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record deliveries of 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analyst Daniel Ives believes this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning (in the PR) from Tesla makes sense on paper, the Street will not be convinced and lingering worries about demand issues will persist until we hear around year-end unit guidance onTesla’s conference call October 19th.”Notably, Tesla highlighted that the third quarter faced delivery challenges at reasonable costs. Ives views the Q3 delivery shortfall as “more of a logistical speed bump rather than the start of a softer delivery trajectory into 4Q/2023.”Despite the missed deliveries, Ives continues to be bullish on TSLA stock with a price target of $360 (35.7% upside potential).Is Tesla a Buy or Sell Right Now?Supply-chain and logistics issues and a higher input cost environment are taking a toll on TSLA and other EV (electric vehicle) manufacturers. TipRanks’ data reveals that Street is cautiously optimistic about TSLA stock. It sports a Moderate Buy consensus rating based on 18 Buy, six Hold, and five Sell recommendations.Further, TSLA’s average price target of $311.19 implies a 17.3% upside potential.It’s worth mentioning that TSLA has negative signals from hedge funds and insiders, with both selling the stock last quarter. Tesla stock commands a Neutral Smart Score of 5 out 10 on TipRanks.Bottom LineThe higher commodity costs and supply constraints could pose production and margin headwinds for TSLA and other automakers in the short term. However, secular tailwinds like policy support, demand, and innovation provide a solid foundation for long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110787565741242","authorId":"4110787565741242","name":"Darkkon","avatar":"https://community-static.tradeup.com/news/4b2ccd1ab8fd2ba33f344c8207c75cdf","crmLevel":9,"crmLevelSwitch":1,"idStr":"4110787565741242","authorIdStr":"4110787565741242"},"content":"delivery estimate also estimates their profit and margin. if they missed deliveries what makes you think they can hit earnings expectations? lol","text":"delivery estimate also estimates their profit and margin. if they missed deliveries what makes you think they can hit earnings expectations? lol","html":"delivery estimate also estimates their profit and margin. if they missed deliveries what makes you think they can hit earnings expectations? lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912692997,"gmtCreate":1664810658919,"gmtModify":1676537512291,"author":{"id":"3549512892438425","authorId":"3549512892438425","name":"alpacian","avatar":"https://community-static.tradeup.com/news/c52012b46f5a7b92afb3ddb5e63c3125","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549512892438425","authorIdStr":"3549512892438425"},"themes":[],"htmlText":"Huge over reaction from the markets. Slight expectation miss doesn't warrant 8% drop in share price.&nbsp;","listText":"Huge over reaction from the markets. Slight expectation miss doesn't warrant 8% drop in share price.&nbsp;","text":"Huge over reaction from the markets. Slight expectation miss doesn't warrant 8% drop in share price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912692997","repostId":"1191712748","repostType":2,"repost":{"id":"1191712748","kind":"news","pubTimestamp":1664809014,"share":"https://ttm.financial/m/news/1191712748?lang=&edition=full_marsco","pubTime":"2022-10-03 22:56","market":"us","language":"en","title":"Tesla’s Q3 Deliveries Fell Short, Now What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191712748","media":"TipRanks","summary":"Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla ,as expected, announcedrecord deliveriesof 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analystDaniel Ivesbelieves this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning  from Tesla makes sense on paper, the St","content":"<div>\n<p>Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Q3 Deliveries Fell Short, Now What?</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 Q3 Deliveries Fell Short, Now What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what\">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.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191712748","content_text":"Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record deliveries of 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analyst Daniel Ives believes this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning (in the PR) from Tesla makes sense on paper, the Street will not be convinced and lingering worries about demand issues will persist until we hear around year-end unit guidance onTesla’s conference call October 19th.”Notably, Tesla highlighted that the third quarter faced delivery challenges at reasonable costs. Ives views the Q3 delivery shortfall as “more of a logistical speed bump rather than the start of a softer delivery trajectory into 4Q/2023.”Despite the missed deliveries, Ives continues to be bullish on TSLA stock with a price target of $360 (35.7% upside potential).Is Tesla a Buy or Sell Right Now?Supply-chain and logistics issues and a higher input cost environment are taking a toll on TSLA and other EV (electric vehicle) manufacturers. TipRanks’ data reveals that Street is cautiously optimistic about TSLA stock. It sports a Moderate Buy consensus rating based on 18 Buy, six Hold, and five Sell recommendations.Further, TSLA’s average price target of $311.19 implies a 17.3% upside potential.It’s worth mentioning that TSLA has negative signals from hedge funds and insiders, with both selling the stock last quarter. Tesla stock commands a Neutral Smart Score of 5 out 10 on TipRanks.Bottom LineThe higher commodity costs and supply constraints could pose production and margin headwinds for TSLA and other automakers in the short term. However, secular tailwinds like policy support, demand, and innovation provide a solid foundation for long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581635628520016","authorId":"3581635628520016","name":"Option newbi","avatar":"https://static.tigerbbs.com/36fcd0a68c29a04462622a82b176cd35","crmLevel":9,"crmLevelSwitch":0,"idStr":"3581635628520016","authorIdStr":"3581635628520016"},"content":"Agree. Tesla will announce record breaking earnings soon. Buy buy buy. Up up up to the moon.","text":"Agree. Tesla will announce record breaking earnings soon. Buy buy buy. Up up up to the moon.","html":"Agree. Tesla will announce record breaking earnings soon. Buy buy buy. Up up up to the moon."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084998447,"gmtCreate":1650787519358,"gmtModify":1676534793240,"author":{"id":"3549512892438425","authorId":"3549512892438425","name":"alpacian","avatar":"https://community-static.tradeup.com/news/c52012b46f5a7b92afb3ddb5e63c3125","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549512892438425","authorIdStr":"3549512892438425"},"themes":[],"htmlText":"Bill Gates just got owned by Elon Musk. Lol","listText":"Bill Gates just got owned by Elon Musk. Lol","text":"Bill Gates just got owned by Elon Musk. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084998447","repostId":"1149720000","repostType":2,"repost":{"id":"1149720000","kind":"news","pubTimestamp":1650772296,"share":"https://ttm.financial/m/news/1149720000?lang=&edition=full_marsco","pubTime":"2022-04-24 11:51","market":"us","language":"en","title":"Tesla's Elon Musk Turns on Bill Gates Over Tesla Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1149720000","media":"JOE","summary":"Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal ","content":"<html><head></head><body><p>Nice to see billionaires keeping their priorities straight, as usual</p><p>A series of leaked texts reveal how Elon Musk turned down working with Bill Gates over Tesla stocks. Just billionaire things.</p><p>As highlighted by the Whole Mars Catalog - a semi-parodical and comedic account seemingly dedicated to Mars colonisation and trolling - a number of texts exchanged between Musk and Gates appear to reveal how the former snubbed the fellow billionaire.</p><p>The most frustrating part is that the Microsoft founder apparently reached out to the Tesla CEO regarding &#34;philanthropy possibilities&#34;, but the latter turned it down due to Gates&#39; short position on his company.</p><p>The one time we&#39;d actually want them working together...</p><p><img src=\"https://static.tigerbbs.com/a41175d0325be62840ad4fdef0d866aa\" tg-width=\"624\" tg-height=\"774\" width=\"100%\" height=\"auto\"/></p><p>As you can see, the pair are discussing the stock price of both Space X and Tesla when Musk asks, &#34;Do you still have a half a billion short position against Tesla?&#34;, at which point Gates confirms he hasn&#39;t yet &#34;closed it out&#34;.</p><p>Put in the simplest terms, a short-term position or &#39;shorting&#39; is when a trader sells a security (i.e. a stock or bond) first with the intention of repurchasing it or covering it later at a lower price - essentially betting against a company and banking on its value dropping to the investor&#39;s benefit.</p><p>Verified by Musk himself, it would seem the messages are indeed authentic and although he says he did not leak them - suggesting &#34;friends of friends&#34; got hold of them at the <i>New York Times</i> - he does suggest that he believed Gates was trying to short him by &#34;half a billion&#34;.</p><p><img src=\"https://static.tigerbbs.com/e5f267cc46498c23c7032369151b179a\" tg-width=\"830\" tg-height=\"645\" width=\"100%\" height=\"auto\"/></p><p>Although it is unclear when the texts were originally sent, what this does highlight is how two of the world&#39;s richest men - who actually made money during the pandemic - apparently spurned the opportunity to do valuable philanthropic work over what looks like an increasingly petty business feud.</p><p>In fact, circling back to the <i>New York Times</i>, the outlet recently published a piece detailing how the world is &#34;at the whim&#34; of billionaires like Musk, Gates, Jeff Bezosand so on.</p><p>Homi Kharas, a senior fellow at Brookings think-tank, argues that  “for the first time in history, a small group of private individuals could, if they so choose, materially impact global development at a scale that has previously been the near-exclusive domain of governments” — the rub being that they habitually fall short of this mark.</p><p>Following the minor feud was dug back up, Musk responded in his usual fashion: by tweeting a meme mocking Gates before joking that the post was being reviewed by the &#34;shadow ban council&#34;.</p><p><img src=\"https://static.tigerbbs.com/393cefe5b94373e3213be0dbfa18e187\" tg-width=\"748\" tg-height=\"730\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/aead9bbc40256c5dd3ee2e2e3323499c\" tg-width=\"747\" tg-height=\"772\" width=\"100%\" height=\"auto\"/></p><p>Safe to say that despite once joking the pair were close but weren&#39;t &#34;lovers&#34;, the relationship between the two tech giants has soured over time. The pair have previously been at loggerheads over issues such as covid, electric vehicles and Musk&#39;s plans to colonise Mars.</p><p>Neither Tesla nor the Bill and Melinda Gates Foundation is yet to respond to the leaked messages.</p></body></html>","source":"lsy1650771950902","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 Elon Musk Turns on Bill Gates Over Tesla Short</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 Elon Musk Turns on Bill Gates Over Tesla Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-24 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.joe.co.uk/life/elon-musks-leaked-texts-show-him-turn-down-work-with-bill-gates-over-tesla-drama-331426><strong>JOE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal how Elon Musk turned down working with Bill Gates over Tesla stocks. Just billionaire things.As ...</p>\n\n<a href=\"https://www.joe.co.uk/life/elon-musks-leaked-texts-show-him-turn-down-work-with-bill-gates-over-tesla-drama-331426\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉"},"source_url":"https://www.joe.co.uk/life/elon-musks-leaked-texts-show-him-turn-down-work-with-bill-gates-over-tesla-drama-331426","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149720000","content_text":"Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal how Elon Musk turned down working with Bill Gates over Tesla stocks. Just billionaire things.As highlighted by the Whole Mars Catalog - a semi-parodical and comedic account seemingly dedicated to Mars colonisation and trolling - a number of texts exchanged between Musk and Gates appear to reveal how the former snubbed the fellow billionaire.The most frustrating part is that the Microsoft founder apparently reached out to the Tesla CEO regarding \"philanthropy possibilities\", but the latter turned it down due to Gates' short position on his company.The one time we'd actually want them working together...As you can see, the pair are discussing the stock price of both Space X and Tesla when Musk asks, \"Do you still have a half a billion short position against Tesla?\", at which point Gates confirms he hasn't yet \"closed it out\".Put in the simplest terms, a short-term position or 'shorting' is when a trader sells a security (i.e. a stock or bond) first with the intention of repurchasing it or covering it later at a lower price - essentially betting against a company and banking on its value dropping to the investor's benefit.Verified by Musk himself, it would seem the messages are indeed authentic and although he says he did not leak them - suggesting \"friends of friends\" got hold of them at the New York Times - he does suggest that he believed Gates was trying to short him by \"half a billion\".Although it is unclear when the texts were originally sent, what this does highlight is how two of the world's richest men - who actually made money during the pandemic - apparently spurned the opportunity to do valuable philanthropic work over what looks like an increasingly petty business feud.In fact, circling back to the New York Times, the outlet recently published a piece detailing how the world is \"at the whim\" of billionaires like Musk, Gates, Jeff Bezosand so on.Homi Kharas, a senior fellow at Brookings think-tank, argues that  “for the first time in history, a small group of private individuals could, if they so choose, materially impact global development at a scale that has previously been the near-exclusive domain of governments” — the rub being that they habitually fall short of this mark.Following the minor feud was dug back up, Musk responded in his usual fashion: by tweeting a meme mocking Gates before joking that the post was being reviewed by the \"shadow ban council\".Safe to say that despite once joking the pair were close but weren't \"lovers\", the relationship between the two tech giants has soured over time. The pair have previously been at loggerheads over issues such as covid, electric vehicles and Musk's plans to colonise Mars.Neither Tesla nor the Bill and Melinda Gates Foundation is yet to respond to the leaked messages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086470543,"gmtCreate":1650495637885,"gmtModify":1676534735521,"author":{"id":"3549512892438425","authorId":"3549512892438425","name":"alpacian","avatar":"https://community-static.tradeup.com/news/c52012b46f5a7b92afb3ddb5e63c3125","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549512892438425","authorIdStr":"3549512892438425"},"themes":[],"htmlText":"Great time to be a $tsla investor now","listText":"Great time to be a $tsla investor now","text":"Great time to be a $tsla investor now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086470543","repostId":"2229763289","repostType":2,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122361283,"gmtCreate":1624598138442,"gmtModify":1703841399134,"author":{"id":"3549512892438425","authorId":"3549512892438425","name":"alpacian","avatar":"https://community-static.tradeup.com/news/c52012b46f5a7b92afb3ddb5e63c3125","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549512892438425","authorIdStr":"3549512892438425"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>one of the worst stocks to hold. O&amp;g is a sunset industry. Sold all my holdings today.","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>one of the worst stocks to hold. O&amp;g is a sunset industry. Sold all my holdings today.","text":"$SEMBCORP MARINE LTD(S51.SI)$one of the worst stocks to hold. O&g is a sunset industry. Sold all my holdings today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122361283","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}