Is Tesla Stock Undervalued or Undervalued?

Is Tesla Stock Undervalued or Undervalued?

"we are not buying $TSLA stock, not falling for Musk trick" 라는 멘트를 보여주다니...ㄷㄷ

테슬라가 앞으로 인도량에서 목숨걸길 기도해야겠네요

Second quarter deliveries are not going to be good
A model that costs a few thousand dollars doesn't matter much
I'm not going to do Model 2
FSD won't make much money in China
It takes time to get a robotaxi
I'm going to spend the money on AI right now
There's no time to wait to be AI

I don't agree, but we can't ignore Selside's opinion. Remember, the Tesla analysts at Selside are all automobile analysts... the most important thing for them is to deliver carrots... and remember that what I've seen all my life is the existing automakers... I don't think next year's model will be comparable to the existing models because I don't think that vehicles from the same production line could be different. Most people now think that the cheaper version of the model 3/Y is similar to the model 3/Y. But Tesla kids are not gonna make it any different.. I don't know how, but somehow I'm gonna make it different.. or I wouldn't even call it a new model.. I personally think there could be a minivan... I don't think it's going to be cheap (as IR tone did)..

Oh, and in the future, I think there will be a time when cell side children will continue to fail. Sell it because it is expensive. I think there will be a time when the stock price will be defended at a certain level...

And the amount of FSD money that we can't make is $1,200 a year, which is "recurring"... If you go 100% attach rate, you'll get $7 in fleets right now (though of course some people have already bought it, but it's just... because fleets will continue to grow anyway)... If you're at 50% CAGR, that installed base is 30%+ growth every year... Even if it's zero, installed base growth is more than 10% over the next few years...