话说TESLA- 套一句巴菲特的话：别人贪婪时我恐惧，别人恐惧时我贪婪

我严重怀疑一切是有原因的。Musk现在有律师限制，还不能多说，Delaware 官司不仅仅是对方律师贪婪动机，今年是大选年，很多事都是一个圈。。。 媒体的最大金主广告商，历史上向来是传统车企，政治上的金主。。。。蛋糕被MUSK动了， 。。。

 

但是TSLA的基础面没有变化和问题，相反非常好。 TEALS是目前唯一真正每辆车卖出都有几千纯利润的，BYD都远不及，其他的没有一家不是赔本买卖。 

包括上周宣布倒闭的。做模型已不容易（苹果花了这么多年，投入10B， 2000多最好的ENGINEER，不得不关门也没成。）从模型再开始量产， 尤其AI控制的高效量产，目前全世界没有第二。

 

 

$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion.

 

Since that day, @Tesla has accomplished:

 

• Producing 5 million Vehicles

• Record production and deliveries in 2023, exceeding 1.8 million vehicles.

• Record 96.8B in Revenue (2023) vs. 53.8B (2021)

• Average of 37.5% growth in deliveries since.

• Model Y became the bestselling global vehicle with over 1.2 million units delivered.

• Advancements in AI technology, including Tesla's hardware developments and the Dojo training system.

• S3XY ranked most American made cars

• Expanding sales to more countries

• Ramp up of Giga Factories

• 400,000 FSD Beta Users.

• FSD Beta v12 with end to end architecture.

• First Cybertruck’s delivered to customers.

• Cybertruck Production ramping.

• Strong focus on Next-Gen platform, with production starting at Giga Texas.

• Model 3 Refresh successfully launched.

• Tesla Semi production & deliveries.

• Optimus Bot & its potential.

• Advertisements are underway.

• Next-Gen Roadster production 2025

• 20M+ 4680 Cells produced

• Energy storage business reaching nearly 15 GWh.

• 600,000 Powerwalls installed worldwide

• SAE J3400 becomes NACS

• 6,000 Supercharging stations & 55,000 Superchargers

• Global Supercharging network opened to ALL EV’s.

• V4 Superchargers.

. Lithium refinery plant almost done.  Compute more than 3x.

 

. And, Tesla Energy is the Sleeping Giant.

 

And more…

 

Today, Tesla has a Market Cap of 520B. IMO the company is being way undervalued when accessing its recent  accomplishments, and future potential.