-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Oh no... Tesla is doomed
GM to spend $6.6 billion on EV plant investments in bid to dethrone Tesla in electric car sales by 2025
GM has projected it will sell more than 1 million EVs globally by mid-decade and overtake Tesla as the top US-based seller of electric vehicles.www.cnbc.com
Color me confused
It was clearly established by Joe & Marry, that GM is already the leader in EVs. So why do they need to waste $6.6B
On the other hand, in an alternative universe where Tesla is the leader, they have delivered nearly a million EVs already in 2021, will deliver ~1.5million in 2022, and with the guided 50% YoY growth estimate to deliver about 5 million in 2025. So, how does aiming to reach 1 million by 2025 dethrones anybody ?
So this "bid" makes no sense in either reality (actual or imagined).
MSFT and AAPL are now trading at a PE below 30.
That's lower than Walmart and Costco
That's lower than Walmart and Costco
Well PE is based on past results we know that Walmart and Costco have more Forward looking growth. Just like Tesla. Oh wait
It's not news of imminent delivery of CT,. it is only what I described, except to say that they are apparently planning more than just seeing if the machinery works.... they are getting ready to crank apparently.... I think it's relevant insofar as they are aggressively moving on it much more than I thought... prior to learning this I thought it would be 2023 before we see one CT.
I don’t see any new growth with Apple. Just the same thing every year with minor revisions.
Ah, but you see, car buyers worldwide so love GM that none of them will buy a Tesla ever again once GM starts to pump out the electric vehicles in quantity. Yup, and then GM will be way, way ahead of Tesla in sales. Now just keep passing GM bailout money and that reality will come to pass. /sColor me confused
It was clearly established by Joe & Marry, that GM is already the leader in EVs. So why do they need to waste $6.6Bof theirtaxpayer money "in a bid to dethrone Tesla" ?!?!
On the other hand, in an alternative universe where Tesla is the leader, they have delivered nearly a million EVs already in 2021, will deliver ~1.5million in 2022, and with the guided 50% YoY growth estimate to deliver about 5 million in 2025. So, how does aiming to reach 1 million by 2025 dethrones anybody ?
So this "bid" makes no sense in either reality (actual or imagined).
Ok TMC fam....im signing off for today...time to start drinking...whatever happens tomorrow, we are (most of us) in this for the long haul (some longer than others)!
TheTalkingMule
Distributed Energy Enthusiast
IBM beats Monday by a few pennies and is up ~10% since then. MSFT beats by a decent margin just now and is down ~7% since 3pm.
Confusing times. Good news for TSLA holders is that apparently MSFT investors were looking for slightly higher growth. Coulda sworn they just said growth was bad and earnings were key, but who knows.
24hrs away! Oh boy!
Confusing times. Good news for TSLA holders is that apparently MSFT investors were looking for slightly higher growth. Coulda sworn they just said growth was bad and earnings were key, but who knows.
24hrs away! Oh boy!
This is pretty good news. IBM's rally fizzled out yesterday and start of this am. So we may see MSFT rally back tomorrow.
MSFT must have just given guidance in their earnings call, stock about to go green after hours
Edit: And there it goes higher now......wow those people that got fooled into selling at the low of after hours
Last edited:
I'm listening to the call. Algos kicked in as soon as they provided next quarter guidance for Azure. They expect growth to continue in the double digits.
TheTalkingMule
Distributed Energy Enthusiast
Lol.....nothing like a $150B reversal in 4 minutes. MSFT now up 1.5%.
gabeincal
Active Member
Similar threads
- Locked
- Locked
- Locked
