Nipate
Forum => Kenya Discussion => Topic started by: RV Pundit on March 04, 2021, 05:27:15 PM
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Tesla share price.
3rd of February: $854
3rd of March: $653
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Bitcoin move was a dumb move. Market is down today though across the board.
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i bought Tesla at 4usd in 2010 IPO. I am no speculator. Tesla still has solid IP leads that will hold once it becomes clear GM and Daimlers cannot keep up. Tesla competition is cheap Chinese with huge scale. Likes of Chinese NIO and BYD are cheap but far from profitable. They will dominate Chinese or Asia Pacific market but Tesla will dominate US and Europe.
Don't sell Tesla unless you are a short/speculator. Long term it's the best.
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meantime BTC has skyrocketed...
BTC 3rd Feb 37k usd
BTC 3rd Mar 50k usd
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AM sure its a correction, not the norm. Its a calculated move, in my opinion.
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Tesla turning a profit on crypto currency but not on the main/core business of EV.
meantime BTC has skyrocketed...
BTC 3rd Feb 37k usd
BTC 3rd Mar 50k usd
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i bought Tesla at 4usd in 2010 IPO. I am no speculator. Tesla still has solid IP leads that will hold once it becomes clear GM and Daimlers cannot keep up. Tesla competition is cheap Chinese with huge scale. Likes of Chinese NIO and BYD are cheap but far from profitable. They will dominate Chinese or Asia Pacific market but Tesla will dominate US and Europe.
Don't sell Tesla unless you are a short/speculator. Long term it's the best.
Tesla will end up like a mercedes / BMW, the aspirational brand, chinese companies will be the toyotas and hondas of todays america, the intersection of cost and reliability
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i bought Tesla at 4usd in 2010 IPO. I am no speculator. Tesla still has solid IP leads that will hold once it becomes clear GM and Daimlers cannot keep up. Tesla competition is cheap Chinese with huge scale. Likes of Chinese NIO and BYD are cheap but far from profitable. They will dominate Chinese or Asia Pacific market but Tesla will dominate US and Europe.
Don't sell Tesla unless you are a short/speculator. Long term it's the best.
Tesla will end up like a mercedes / BMW, the aspirational brand, chinese companies will be the toyotas and hondas of todays america, the intersection of cost and reliability
what will happen to real Mercedes and such cars..it easy for them to go electric and electronic..than for Tesla to build the entire value chain.Why would someone buy Telsa instead of an electric Ferrari or Lamborghini
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BTC was a rebut to gleeful Pundit who owns trees in Mau grabbed forest land. BTC has skyrocketed on a grander scale much more than any stock in the world. 1BTC is 50k usd 8) I own BTC not just Tesla for posterity not speculation. Even if Tesla and BTC shrink by 100% I would not sell because they are longterm assets better than any other stocks or prime real estate today. BTC will be strong so long as there is no alternative currency free of manipulation by the Fed, PBOC or ECB. BTC saved Wikileaks despite US breathing fire and freezing their accounts... even Ruto and Raila have millions of BTC for 2022 campaigns. I doubt a fool like Pundit can run for MCA without landing in trouble over shady exposed 'assets' in Mau or Syokimau :)
But am not sure if to buy dogecoin.
Tesla turning a profit on crypto currency but not on the main/core business of EV.
meantime BTC has skyrocketed...
BTC 3rd Feb 37k usd
BTC 3rd Mar 50k usd
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Actually today I am heading to Mau to buy 5 more acres for my trees - the sure bet long term investment - green sustainable passive investment. I am now 30 acres of trees. My cousin is at 50 acres.
BTC was a rebut to gleeful Pundit who owns trees in Mau grabbed forest land. BTC has skyrocketed on a grander scale much more than any stock in the world. 1BTC is 50k usd 8) I own BTC not just Tesla for posterity not speculation. Even if Tesla and BTC shrink by 100% I would not sell because they are longterm assets better than any other stocks or prime real estate today. BTC will be strong so long as there is no alternative currency free of manipulation by the Fed, PBOC or ECB. BTC saved Wikileaks despite US breathing fire and freezing their accounts... even Ruto and Raila have millions of BTC for 2022 campaigns. I doubt a fool like Pundit can run for MCA without landing in trouble over shady exposed 'assets' in Mau or Syokimau :)
But am not sure if to buy dogecoin.
Tesla turning a profit on crypto currency but not on the main/core business of EV.
meantime BTC has skyrocketed...
BTC 3rd Feb 37k usd
BTC 3rd Mar 50k usd
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what will happen to real Mercedes and such cars..it easy for them to go electric and electronic..than for Tesla to build the entire value chain.Why would someone buy Telsa instead of an electric Ferrari or Lamborghini
Tesla has staying power.. Tesla Autopilot is (full self-driving) FSD Beta already - as everyone else including Waymo (GOOGLE) - are struggling at Level 3. Basically Tesla has galloped to Level 5 for self-driving capabilities. Then Tesla batteries are unbeatable even by Panasonic the Japanese battery powerhouse for decades. Tesla has the biggest Super-charger network - even Daimler or Mecedes don't have that in their own country where Tesla already is well rooted.
Toyota or Nissan lunch is being eaten by NIO and BYD - new Chinese kids on the block targeting cheap segment. Mercedes or Daimler or GM will not beat Tesla while relying on Google Waymo to supply self-driving as they are unable to hack it; while relying on fed or state to supply charging stations; while relying on dealers to sell their cars. They are too slow to innovate and that remains the Tesla edge.
In short
Tesla is better in tech than Big Tech like Google and Panasonic
Tesla has better supply chain than Big Auto like Daimler and GM
Tesla just needs to get 10-15% of EV market and become the biggest auto globally. They look good enough for it.
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Telsa has sold 0.5M cars..and that is bottomline. Toyota produces that number of cars I bet in a week.
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Actually today I am heading to Mau to buy 5 more acres for my trees - the sure bet long term investment - green sustainable passive investment. I am now 30 acres of trees. My cousin is at 50 acres.
:o How safe is that investment?
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Actually today I am heading to Mau to buy 5 more acres for my trees - the sure bet long term investment - green sustainable passive investment. I am now 30 acres of trees. My cousin is at 50 acres.
:o How safe is that investment?
I dont think you can go wrong with trees. But these is a 5+ yrea investment.
He has not said whether he rents the land.
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Actually today I am heading to Mau to buy 5 more acres for my trees - the sure bet long term investment - green sustainable passive investment. I am now 30 acres of trees. My cousin is at 50 acres.
:o How safe is that investment?
I dont think you can go wrong with trees. But these is a 5+ yrea investment.
He has not said whether he rents the land.
It is MAU forest land... basically a dodgy investment that a bank would not sign on. And someone says stocks are the casino.
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Pundit Tesla mkt cap is back to 660B from 550B in few days.. as semi and pickup truck orders skyrocket. Staying power.
See it this way, Tesla is selling 500k cars yearly as at 2020. From 10k in 2016. Projection is 1m by 2022. The 500k cars per year is DELIVERIES - what they are able to manufacture today - these are orders from 2018. If you order today it delivered in 2022. Plan is to nick quick same-week order-to-delivery in 2022.
I know your assumption is Tesla has only 500k orders but it's actually a manufacturing/scaling headache. Since the 500k is 50% of EV sales worldwide- they only need to hold onto a good share of that - 10 to 15% - and become biggest auto in few years. GM 10m sales are gasoline cars obviously- their share of EV is maybe 2%. With their chameleon innovation pace with Ford, Daimler, Ferrari, etc - Tesla will supplant them as world goes EV from gas.
Tesla of course does not compete with Toyota or Nissan - 10k cars - these are being routed by Chinese BYD. Japan is losing cheap auto to China. Germany and Detroit are losing luxury auto to Tesla. That why VW or GM stocks are stuck at 50B as Tesla hit 600B. Noone sees how GM will convert its old combustion engine assembly into EV so fast, let alone catch up in self-driving. Google and Apple are unable to compete with Tesla 8) 8) in tech - Uber, GM, VW shut down their hopelessly outpaced self-driving and outsourced.
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Bina,
Have you done research on mega batteries??. I hear that what Tx had to use when everything failed. They can easily be carried from one place to another, plugged in, voila LIGHTS!! Can use solar or power plants to charge.
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Georgesoros- i know you are as old as the Polish-Jewish neoliberal who shorts Tesla big. Tesla is an energy and AI company not really auto. Theirs are lithium-ion and you don't swap - in fact they are pretty fixed. Recharges in 5min. Tesla supercharger network began 12 years ago together with Model S. Being tech is what made them fail to scale manufacturing hence the 2 years order backlog. Cause unlike phones you cannot just outsource auto assembly to China or Vietnam. It needs high expertise on scale.
Hio mega batteries sounds ridiculous - noone wants to carry two batteries in the hood and swap ... like carrying a jerrycan of gas to refill :D If people won't carry two phones forget about them swapping batteries, ok? DOA :)
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Georgesoros- i know you are as old as the Polish-Jewish neoliberal who shorts Tesla big. Tesla is an energy and AI company not really auto. Theirs are lithium-ion and you don't swap - in fact they are pretty fixed. Recharges in 5min. Tesla supercharger network began 12 years ago together with Model S. Being tech is what made them fail to scale manufacturing hence the 2 years order backlog. Cause unlike phones you cannot just outsource auto assembly to China or Vietnam. It needs high expertise on scale.
Hio mega batteries sounds ridiculous - noone wants to carry two batteries in the hood and swap ... like carrying a jerrycan of gas to refill :D If people won't carry two phones forget about them swapping batteries, ok? DOA :)
Bina, am older than your great grandma but I can still pack it. So, they carried truck sized batteries, hooked them to the grid and Austin Tx got their power back while they tried to restore regular sources of energy. Its the future. Batteries were in AZ.
https://financialpost.com/technology/tesla-is-plugging-a-secret-mega-battery-into-the-texas-grid
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Soros your equally old namesake is a dirty Zionist pig and a neocon. I see you mean the megapacks in Texas... 2.1k MW power storage is not a joke. With 37k MW generation capacity of pure green power. Texas wild storms are easier gig than Southern Aussie 2017 where Tesla wired a state 50% bigger than TX in 100 days.
A Model 3 battery is 78kWh at 350volts.. a mere 1kW that can last 350km on the road. That TX plant could run the city's full EV fleet.
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78kwh is lot of power..but will raw material to make batteries scale like dirty cheap oil
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Soros your equally old namesake is a dirty Zionist pig and a neocon. I see you mean the megapacks in Texas... 2.1k MW power storage is not a joke. With 37k MW generation capacity of pure green power. Texas wild storms are easier gig than Southern Aussie 2017 where Tesla wired a state 50% bigger than TX in 100 days.
A Model 3 battery is 78kWh at 350volts.. a mere 1kW that can last 350km on the road. That TX plant could run the city's full EV fleet.
This is the future, Bina. Generate power in Africa, airlift it to Tx during an emergency, voila POWER. They used to transport gas generators all over whenever disaster strikes. But Solar will be cheaper and much easier to manage. No worry about CO3. The crap about rockets is another 50yrs.
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No challenge in the horizon at least in the literature... I suspect it's why militia will continue to run amok in DRC where bauxite comes from. Stability would see DRCs replace Saudi in mineral exports. Metals are widely available in so many countries unlike gas - Russia and China alone have plenty - basically metals are more widely available than oil and gas. Phones, fridges, and all electronics have been built for years. The millions of gas cars already have batteries but poor quality.
78kwh is lot of power..but will raw material to make batteries scale like dirty cheap oil
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Tesla or SpaceX is basically Elon Musk... he gets covid and it tanks. So long as Musk has iQ bigger than everyone don't expect GM or Rivian to catch up.
https://www.fastcompany.com/90606811/jeff-bezos-blue-origin-elon-musk-spaces-space
Many in the space industry chalk it up to a difference in mindset. Musk, the Silicon Valley entrepreneur behind Tesla, the Boring Company, OpenAI, and Neurolink, is an engineer at heart, and demonstrates advanced expertise in building complex technological systems. Bezos, by contrast, is often recognized for his leadership and business acumen, as well as his often cutthroat tactics.
“Just looking at [Jeff Bezos] versus Elon, people don’t really understand or appreciate the extent to which Elon is just an insane engineer—he’s just very good at engineering himself,” says Tim Ellis, who cofounded Relativity Space after leaving his post as Blue Origin’s propulsion development and 3D-printing engineer in 2015. Since that time Relativity Space has built a massive 3D printer that can autonomously build rockets, and reached a valuation of more than $2 billion.
“Elon is a killer engineer, and a killer engineering leader; Jeff has proven himself to be a world-class operator [and] disruptor of industries, and Amazon is a behemoth of a company, and that’s largely due to Jeff,” Ellis says. “I’m all for long-term vision and focus, I think you can have that, but I think it’s a lot more inspiring when stuff is moving fast, and you have ways to take calculated risks and hire the best people and take that more disruptive startup approach, and perhaps [Bezos’s] involvement will give it more of that direction.”
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Pundit, Tesla has shaken the car industry like nothing else before in the last 100 years. Even the big German car makers have now accepted this fact and are busy chasing Tesla to catch up. The cars of tomorrow will not be like the ones of today. The heart of a car has moved from the engine to the micro chips. Here Tesla has a big advantage over the traditionla car makers.
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I am not convinced..value chain and the after sales is not easy to create...Tesla remember has sold 0.5m cars only - while Toyota sell 10M cars annually. They may become the iphone of cars but ultimately mass market will remain with usual big boys.
Pundit, Tesla has shaken the car industry like nothing else before in the last 100 years. Even the big German car makers have now accepted this fact and are busy chasing Tesla to catch up. The cars of tomorrow will not be like the ones of today. The heart of a car has moved from the engine to the micro chips. Here Tesla has a big advantage over the traditionla car makers.