Nipate

I'ma pick up some Tesla stock at $150 - and hold long-term. Currently at $167.


Tesla shares fall after deliveries drop 8.5% from a year ago

KEY POINTS

•Tesla reported first-quarter vehicle deliveries of 386,810, a drop of 8.5% from the same quarter last year.

•According to a mean of 11 estimates compiled by FactSet, analysts were expecting deliveries of around 457,000 for the first three months of the year.

•This was Tesla’s first year-over-year decline in deliveries since 2020, when its operations were disrupted by the global pandemic.

https://www.cnbc.com/2024/04/02/tesla-tsla-q1-2024-vehicle-delivery-and-production-numbers.html

Okk Shazam said in all of 5 seconds this is Online by the very same Limitless and Shockman 

The man who fired the bottom 10% performers every year is onto rough times. From 1999 "Manager of the Century" to extinct in 2024. A mere 25 years.


Boeing's shakeup and GE's fall: 2 more black eyes for Jack Welch's legacy

4 of 13 Jack Welch acolytes who became CEOs were at the same company…

Boeing.

Probably nothing. pic.twitter.com/VtR2nmMhNQ

— fed_speak (@fed_speak) March 29, 2024

?t=gOfeGg0V1AL_YLzA9Yn2JQ&s=19

The combination of Calhoun quitting, the end of the conglomerate, and General Electric’s name disappearing tells us a lot about how the world has changed since Welch was worshiped by the likes of Fortune Magazine (which named him the Manager of the Century in 1999) and the Financial Times (which named GE “The World’s Most Respected Company” for the third straight year in 2000, the year before Welch stepped down as CEO).

I wrote about the end of Welch’s legacy last year after Larry Culp, who became GE’s CEO in 2018, announced plans to split the company into three pieces, none of which would be named General Electric. As the Welch hagiography died down, the mess left behind showed that his genius was as much in playing accounting games as anything else.
...
In fairness, you can see why so many boards of so many companies were eager to hire Welchies as CEOs. Jack Welch was a megasuccessful CEO — or, at least, he seemed to be. GE’s stock rose 5,600% during his 20-year tenure, which was eight times the S&P 500’s 700% rise. (I’m not including dividends in either of those numbers).

Welch was also enormously respected by wide swaths of the business community and society at large, and for a while, GE was the US’s most valuable company, with its stock worth $600 billion.

https://finance.yahoo.com/news/boeings-shakeup-and-ges-fall-2-more-black-eyes-for-jack-welchs-legacy-100047645.html

If RV Punda the local charlatan had a working braincell, he'd have retained his AI startup for a few years as AI peaks. At least sell out abit later like OpenAI. Look at the meteoric rise of Nvidia into Trillion-dollar club of five: Microsoft, Apple, Alphabet, Amazon, Nvidia.

Meta and Berkshire Hathaway are within striking distance:- Meta has some skin in the game with FB, IG, WhatsApp data - and their AI team has Torch, PyTorch, AngularJS, etc - notable AI platforms. And of course Llama LLM which is serious ChatGTP and Bard rival.

Berkshire Hathaway has some significant stake in BYD... which is running circles around Tesla in China, APAC and Europe. And soon BYD will take over Africa and Global South. Because they have cracked battery tech and are vertically integrated with a chokehold on global battery supply chain.. which enable them to clobber Tesla on price.

Yeah - Berkshire is near Trillion-dollar club cause stake in BYD, Apple.

But how come Tesla is worth 7- or 10X as much as BYD?

Well, BYD may be able to mint cheap EVs by owning the battery-auto supply chain. But Tesla has Energy game too - with mega-packs feeding the grid in California, Texas, Australia, etc - which feed the Tesla superchargers for their EVs and even Ford or Uber EVs - complete with home- installable "power-walls" or solar panels. Tesla with EVs, superchargers, grid-supplying megapacks and the panels - is in fact a "smart grid" or IoT ecosystem.

Hold on. Musk has Twitter/X data and xAI with just Grok LLM for now. Tesla is also working on Optimus - a humanoid robot. It will improve rather quickly with vision capabilities from Autopilot and language capabilities from xAI.

Hold on. SpaceX Starlink has global constellation of LEO satellites. Which connects all that stuff globally.

Hold on. Neuralink just released "Telepathy" brain-chip. The objective is a pluggable earbud that can connect humans, swines, gadgets, cars, robots, homes, etc to the SkyNet grid.

Did I mention the Boring Company? A "Road OS" tunnel network under the city.

So the kicker is that "Tesla Mobile" - the near-future Musk has been selling of Level 5 cars on Uber-esque network - is buoyed by the smart IoT ecosystem - a complete circle that noone else can muster without big multi-company partnerships.

This justifies the Tesla 5- or 10X vs Toyota or VW or BYD valuation. And the Regular RV Pundit or Georgesoros cannot see beyond their nose. So they insist that Tesla is "waayyy overlued". Do you really think the market is that stupid?

Tesla seems to be struggling with Autopilot or get outpriced by BYD. But personally I foresee it hitting 1, 2- 3Trillion-dollar club. If it doesn't go private soon.

Tesla is in deeeep trouble - according to Wall Street. Ha!

FREE ADVICE - WHEN TESLA HITS $150 BUY!!! It will course- correct soon after once the mist clears. Cause ecosystem.

You get it right? Starship just hit all the milestones for pre-flight. And will soon skyrocket - and unlock capital and goodwill to escalate Starlink. Which will mean more HD map data for Autopilot,...

When the "Tesla Mobile" network effect kicks in Tesla will be neck and neck with Nvidia and Microsoft. Tesla is in AI, robotics, energy game with everyone - except as unbeatable vertical integration. Awesome synergy and symbiosis. But some analysts think it's behind the curve... 👀🤔


'As negative as we have seen in the last few years': Why a number of Wall Street analysts are souring on Tesla
Filip De Mott Mar 29, 2024, 5:06 PM GMT+3

Tesla's full self-driving could add $40 per share, Bernstein said, but noted that the pricing would be competed away, as Tesla is not alone in pursuing FSD. The company is already behind in robotics, AI, and the robotaxi service.

https://markets.businessinsider.com/news/stocks/tesla-stock-outlook-downgrades-elon-musk-growth-deliveries-price-cuts-2024-3