2024. 2. 9. 22:52ㆍU.S. Economic Stock Market Outlook
1. When Can Terla Stock Go Up?
I use Tesla whenever I have time, but I've never talked about Tesla's stock price. Because my concern is technological innovation rather than investment.
However, all big tech except Tesla has surpassed all-time highs, but only Tesla is falling.
First of all, there is no question about future growth, but I don't know if the stock price is expensive or not for the company's value
2
Chicken games have made me less profitable, but I'm not worried at all
I've confirmed that sales are solid even if I increase the price, and even though I cut the price, the profit is okay.
Continuing to build factories, investing heavily in facilities and R&D such as AI to upgrade models such as Cybertruck, Highland, Juniper, etc
And we're expanding a lot to superchargers, and we've confirmed that the cash flow is not bad, even though the cost is not bad
Vehicle costs continue to decrease due to production innovation, but there is still much room for further reduction, and vehicle sales continue to increase
In addition, this year, it won the charging network standard with NACS and built a 4680 battery production ecosystem
3
No one can stop the big flow of electricity. It's just a matter of whether it's a little fast or a little late.
Looking at which companies are investing heavily now, I can see the future. In addition, if you expand your horizons to autonomous driving/vision AI, there are no competitors;;
Google Waymo and GM Cruise are the only competitors of autonomous driving, although their business areas are different. Waymo's corporate value has already been smashed, GM Cruise is in a large deficit, and Ford has given up autonomous driving.
4
In this situation, it is only China that is worried about in the mid- to long-term. No matter how much I look at other things, I can't find anything to worry about
What's bothering me a little bit is Elon Musk's cautious attitude. He used to present a mix of hopes and prospects, but his confidence disappeared a lot. Moreover, he didn't even provide specific guidance. A typical company suddenly doesn't give confident guidance that it used to give? In Korea, it's a sign of bankruptcy.
5
Tesla, which has secured strong investment and cash flow, has a very low probability of becoming difficult, so Elon Musk's attitude and the company's policy seem to have changed significantly.
Whether to view this as a buying timing or interpret it as a slowdown in growth/red oceanization in the EV market is of course up to you
This year is a time when a lot of money is spent on next-generation platforms to prepare for the mass production of cyber trucks, so it's hard to show something with performance
Again, there's no question about growth, but I don't know if the stock is expensive or not for the company's value
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