I have always thought that the AI infrastructure was basically a way to have the AI figure out how the hell to make FSD work since the engineers are clearly hitting bricks walls. So they bought a shit ton of GPU's, fed them all the data, and used this prompt "make this fucking car drive without killing anyone". LOL
its actually...way way over priced...its transitioning to a basic assembly line car company. And it has soooo much competition. Tesla prolly wont ever do a pickup. Nor can they do the low price taxi. And they dont do luxury models. They might end up buying Rivan for the pickup..but that makes Rivan the current play. They were early..but its no longer barriers to entry. Mass production and low prices is now the game. The model Y looks like a VW new Beetle with a slightly lower and longer profile. The peoples car. One in every drive way..an assembly line production ...kinda like a toaster there is no cross over..china making amazing full size cross overs there is no suv there is no pickup..half of usa drives pickups there is no hybrid..Toyota still the leader in hybrid there is no luxury brand or model byd will surely take the cheap taxi segment Lexus, mercedes and bmw will still be the lux brands even in EV hyndai EV already aiming for the 16 yr old's first car segment soooo much competition
You obviously have not been following your own Tesla topic to know I posted in advance a daily chart expecting this sharp deadcat bounce - with 3 levels price might reach. Anyway I'm not the one who is loooooooog and not-strong from waaaaay above lol. Cushion for your sore bottom?
EV cars and batteries used to be rocket science and a specialty / niche product. Now it is a school children's science and a common product. China is very well suited to produce things at a very low cost for whatever reasons. It will be a big challenge for TSLA to compete with say BYD. Even Warren Buffet is well aware of that.
Some weak shorts and some fomo longs kicking themselves now, -$8 off HOD already before noon hour lol.
Then why'd he close the position? According to Berkshire's latest 13-F ... they don't own it anymore.
Was that what the OP was referring to?? Long term predictions? At this moment anything sub 155 is considerably undervalued. If the EV cult ever pans out Tesla will be the big winner. I have no idea how this liberal pipe dream is going to work though.