Profile - To The Moon

tigger_jif

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- tigger_jiftigger_jif
  ·10-25
  I think I'm gold.. [Thinking]
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- tigger_jiftigger_jif
  ·10-06
  Got Apple [Grin].. @Uyen hope you get one too
  689 Comment
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- tigger_jiftigger_jif
  ·2024-02-17
  Lets huat big time in dragon 2024!
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- tigger_jiftigger_jif
  ·2023-01-11
  Okay
  Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition
  The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to
  Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition
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- tigger_jiftigger_jif
  ·2022-10-22
  Ok. Thks.
  77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks
  The Oracle of Omaha is a big believer that portfolio concentration drives wealth creation.
  77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks
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- tigger_jiftigger_jif
  ·2022-10-02
  Looking forward to the improvements...
  Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022
  Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk
  Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022
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- tigger_jiftigger_jif
  ·2022-10-02
  Ok
  2 REITs with the World’s Most Reliable Tenant
  Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government.
  2 REITs with the World’s Most Reliable Tenant
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- tigger_jiftigger_jif
  ·2022-10-02
  Thanks for the updates.
  Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022
  Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk
  Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022
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- tigger_jiftigger_jif
  ·2022-10-02
  [Smug]
  Tesla: A New Problem Is Emerging
  SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has
  Tesla: A New Problem Is Emerging
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- tigger_jiftigger_jif
  ·2022-09-22
  Looking forward to this. DCAing tsla shares...
  Sorry, this post has been deleted
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJerome Powell Says Bringing Down Inflation Could Fuel Political Opposition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150400563","content_text":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981110345,"gmtCreate":1666414215788,"gmtModify":1676537754530,"author":{"id":"3579255193727955","authorId":"3579255193727955","name":"tigger_jif","avatar":"https://static.tigerbbs.com/cbac601abb09b01109f7e23b7a94e7b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579255193727955","idStr":"3579255193727955"},"themes":[],"htmlText":"Ok. Thks.&nbsp;","listText":"Ok. Thks.&nbsp;","text":"Ok. Thks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981110345","repostId":"2277473668","repostType":4,"repost":{"id":"2277473668","kind":"highlight","pubTimestamp":1666394795,"share":"https://ttm.financial/m/news/2277473668?lang=&edition=fundamental","pubTime":"2022-10-22 07:26","market":"us","language":"en","title":"77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2277473668","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer that portfolio concentration drives wealth creation.","content":"<div>\n<p>Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-22 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","BRK.B":"伯克希尔B","AXP":"美国运通","OXY":"西方石油","BRK.A":"伯克希尔","AAPL":"苹果","BAC":"美国银行","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277473668","content_text":"Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, has led his company's Class A shares (BRK.A) to a jaw-dropping average annual return of 20.1%.Buffett's willingness to stick with his investments for many years (if not decades) and his love of dividend stocks are two reasons he's been such a successful investor. But a key ingredient to Buffett's success that's often overlooked is his portfolio concentration.The Oracle of Omaha believes diversification is \"protection against ignorance.\" In other words, buying a boatload of stocks makes sense only if you don't know what you're doing, according to Buffett. Although Berkshire Hathaway's $313 billion investment portfolio has stakes in around four dozen securities, more than $241 billion of invested assets -- 77% of total portfolio value -- is tied up in just six stocks.1. Apple: 40.5% of invested assetsWarren Buffett's love for portfolio concentration is readily on display with his company's position in Apple. The tech stock makes up an astounding 40.5% ($126.6 billion) of invested assets and has been labeled by the Oracle of Omaha as one of Berkshire Hathaway's \"four giants.\"There is a long list of reasons for Buffett and his investment team to have such strong convictions in Apple. This includes having a well-known brand, an exceptionally loyal customer base, and a product and service lineup driven by innovation. For instance, introducing 5G-capable iPhones has helped Apple maintain approximately half of the U.S. smartphone market share.Apple's evolution has also seen it become a force in the subscription services space. This ongoing transformation to a platform-based operating model should accelerate its organic growth rate, boost its operating margin, and minimize the revenue fluctuations associated with physical product replacement cycles.As one final note, Apple's capital return program is unmatched. It pays out nearly $14.8 billion in dividends annually and has repurchased roughly $520 billion of its own common stock since the beginning of 2013.Rising interest rates are a tailwind for banks with outstanding variable-rate loans. Effective Federal Funds Rate data by YCharts.2. Bank of America: 10.5% of invested assetsThough Apple is Berkshire Hathaway's largest holding by a significant amount, bank stocks will forever be Warren Buffett's favorite industry. The $32.7 billion invested in money-center giant Bank of America is no surprise at all.The beauty of bank stocks is their cyclical ties. Even though recessions are an inevitable part of the economic cycle, they're usually short-lived. By comparison, periods of economic expansion almost always last for years. Banks benefit from disproportionately long periods of expansion by growing their loans and deposits. It's a simple numbers game that favors patient investors like Buffett.On a more company-specific level, Bank of America is the most interest-sensitive of the big banks. When the interest rate yield curve shifts, no bank sees its net interest income rise or fall more than BofA. With the Federal Reserve aggressively raising interest rates to tame historically high inflation, Bank of America can expect billions of dollars in added net interest income on its outstanding variable-rate loans.BofA has a sizable capital return program as well. During bull markets, it's not uncommon for the company to return in excess of $20 billion to shareholders annually via dividends and buybacks.3. Chevron: 8.4% of invested assetsIntegrated oil and gas company Chevron is Berkshire Hathaway's third-largest holding ($26.2 billion of invested assets) and a relatively newer addition to the portfolio.Betting big on energy isn't something Warren Buffett is known for. However, certain factors do suggest that energy commodity prices could remain elevated for years to come. Russia's invasions of Ukraine, coupled with global energy majors' significant reduction in capital investment during the COVID-19 pandemic, will make it difficult to quickly boost the global supply of crude oil and natural gas.Another selling point for Chevron is its operating structure. Being \"integrated\" means Chevron controls upstream (drilling and exploration), midstream (transmission pipeline), and downstream (chemical plants and refineries) assets. While drilling brings home the juiciest operating margin, the company's midstream assets can generate highly predictable cash flow. Meanwhile, downstream assets benefit from lower input costs when crude falls. In short, downstream assets act as a hedge against falling prices.You shouldn't be shocked to learn that Chevron is also quite generous with its capital return program. Chevron has raised its base annual payout for 35 consecutive years, and the company may repurchase up to $15 billion of its shares this year.4. Coca-Cola: 7% of invested assetsBeverage behemoth Coca-Cola is Warren Buffett's longest-tenured holding (34 years), as well as Berkshire's fourth-largest position by market value ($22 billion).Strong branding plays a key role in Coke's long-term outperformance. Few companies on the planet can cross generational gaps with ease and connect with consumers. Coca-Cola can do this by utilizing social media and well-known ambassadors to reach younger consumers while leaning on its holiday tie-ins to connect with more mature audiences.Coca-Cola's geographic diversity is another reason for its bubbling success. With the exception of Cuba, North Korea, and Russia (the latter is due to its invasion of Ukraine), Coke has operations in every country worldwide. It holds about a 20% share of the cold beverage market in developed countries, which produce predictable cash flow, and a 10% share of the cold beverage space in faster-growing emerging markets.Coca-Cola is a big-time dividend payer, too, with a 60-year streak of increasing its base annual payout. More importantly, Berkshire is netting an amazing 54% yield on Coca-Cola relative to its initial cost basis of about $3.25 per share.5. American Express: 6.6% of invested assetsHave I mentioned Warren Buffett likes financial stocks? Second only to Coca-Cola in a continuous holding period is financial services company American Express. AmEx, as it's better known, has been a Berkshire Hathaway staple for the past 29 years.Similar to Bank of America, AmEx benefits from long periods of economic expansion. Specifically, it's able to \"double dip.\" In addition to collecting payment processing fees from merchants, it acts as a lender via credit cards. Lengthy bull markets give AmEx an opportunity to generate interest income and fees.Buffett should also be happy with AmEx's ability to attract affluent clientele. High-earning individuals are less likely to alter their spending habits or fail to meet their repayment obligations during minor domestic or global economic hiccups. These well-to-do customers help AmEx navigate downturns better than most lenders.Further, American Express is an income powerhouse -- at least to Berkshire Hathaway. Thanks to a low cost basis of $8.49 per AmEx share, Buffett's company is netting a 24.5% annual yield on cost!6. Occidental Petroleum: 4.1% of invested assetsLastly, Buffett's company has almost $13 billion invested in integrated oil and gas stock Occidental Petroleum. Note this $13 billion doesn't include the $10 billion in Occidental preferred stock Berkshire Hathaway purchased in 2019.Among these six top holdings, Occidental is the newest and, arguably, the position Buffett has built up most aggressively this year. Pardon the pun, but the catalysts fueling Chevron are the same for Occidental Petroleum. As long as the global energy supply chain remains broken or constrained, demand should provide a healthy floor beneath the price of crude oil and natural gas.Though it's an integrated provider like Chevron, even more of Occidental's sales are skewed toward its drilling and exploration operations. If oil and natural gas prices remain well above average, Occidental Petroleum has a chance to benefit even more than Chevron.To keep with the theme, there's a handsome capital return in store for Berkshire Hathaway. Though Occidental's 0.8% dividend yield is nothing to write home about, Berkshire is generating an 8% annual yield on its $10 billion preferred stock position. Altogether, Buffett's company should collect $901 million in dividend income from Occidental Petroleum over the next 12 months.","news_type":1,"symbols_score_info":{"CVX":0.9,"BAC":0.9,"KO":0.9,"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9,"OXY":0.9,"AXP":0.9}},"isVote":1,"tweetType":1,"viewCount":2683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916481135,"gmtCreate":1664669907027,"gmtModify":1676537490237,"author":{"id":"3579255193727955","authorId":"3579255193727955","name":"tigger_jif","avatar":"https://static.tigerbbs.com/cbac601abb09b01109f7e23b7a94e7b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579255193727955","idStr":"3579255193727955"},"themes":[],"htmlText":"Looking forward to the improvements...&nbsp;","listText":"Looking forward to the improvements...&nbsp;","text":"Looking forward to the improvements...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916481135","repostId":"1101553620","repostType":4,"repost":{"id":"1101553620","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664595421,"share":"https://ttm.financial/m/news/1101553620?lang=&edition=fundamental","pubTime":"2022-10-01 11:37","market":"us","language":"en","title":"Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1101553620","media":"Tiger Newspress","summary":"Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk","content":"<html><head></head><body><p><b>Tesla Inc.</b> AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.</p><p>Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.</p><p>Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.</p><p>Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.</p><p>Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a &#39;long&#39; question &amp; answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.</p><p>Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!</p><p>Musk says the bot can do more than what it&#39;s doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.</p><p>Optimus can move fingers. The goal is to make it useful, Musk says. It is &#34;extremely useful&#34; and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.</p><p>Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to &#34;do the right thing.&#34;</p><p>Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.</p><p>He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.</p><p>After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.</p><p>On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.</p><p>Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.</p><p>The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.</p><p>Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.</p><p>Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.</p><p>The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.</p><p>On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.</p><p>We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.</p><p>Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.</p><p>Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.</p><p>That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.</p><p>Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.</p><p>FSD Beta Software is &#34;quite capable&#34; of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.</p><p>Tesla analyst Gene Munster on rising FSD customers says, &#34;My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.&#34;</p><p>Tesla explains model behind how FSD makes a turn decision.</p><p>Musk tweets, &#34;the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware &amp; robotics.&#34; Prominent Tesla influencer Sawyer Merritt says the event shows &#34;people calling Tesla &#39;just an automaker&#39; have no damn clue.&#34; His main takeaway from the event is &#34;</p><p>Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.&#34;</p><p>While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company&#39;s Dojo supercomputer!</p><p>It&#39;s time to get Dojo supercomputer updates from Dojo Project lead <b>Ganesh Venkataramanan</b> and Tesla director <b>Peter Bannon.</b></p><p>Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.</p><p>Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, &#34;a very large one.&#34;</p><p>Musk tweets that &#34;naturally, there will be a catgirl version of our Optimus robot.&#34; He shares a photo of him standing alongside the bot prototype.</p><p>The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.</p><p>Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.</p><p>Musk closes the presentation, by outlining Tesla&#39;s plan for the humanoid. &#34;Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-01 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Tesla Inc.</b> AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.</p><p>Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.</p><p>Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.</p><p>Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.</p><p>Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a &#39;long&#39; question &amp; answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.</p><p>Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!</p><p>Musk says the bot can do more than what it&#39;s doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.</p><p>Optimus can move fingers. The goal is to make it useful, Musk says. It is &#34;extremely useful&#34; and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.</p><p>Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to &#34;do the right thing.&#34;</p><p>Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.</p><p>He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.</p><p>After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.</p><p>On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.</p><p>Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.</p><p>The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.</p><p>Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.</p><p>Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.</p><p>The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.</p><p>On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.</p><p>We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.</p><p>Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.</p><p>Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.</p><p>That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.</p><p>Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.</p><p>FSD Beta Software is &#34;quite capable&#34; of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.</p><p>Tesla analyst Gene Munster on rising FSD customers says, &#34;My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.&#34;</p><p>Tesla explains model behind how FSD makes a turn decision.</p><p>Musk tweets, &#34;the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware &amp; robotics.&#34; Prominent Tesla influencer Sawyer Merritt says the event shows &#34;people calling Tesla &#39;just an automaker&#39; have no damn clue.&#34; His main takeaway from the event is &#34;</p><p>Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.&#34;</p><p>While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company&#39;s Dojo supercomputer!</p><p>It&#39;s time to get Dojo supercomputer updates from Dojo Project lead <b>Ganesh Venkataramanan</b> and Tesla director <b>Peter Bannon.</b></p><p>Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.</p><p>Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, &#34;a very large one.&#34;</p><p>Musk tweets that &#34;naturally, there will be a catgirl version of our Optimus robot.&#34; He shares a photo of him standing alongside the bot prototype.</p><p>The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.</p><p>Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.</p><p>Musk closes the presentation, by outlining Tesla&#39;s plan for the humanoid. &#34;Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101553620","content_text":"Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a 'long' question & answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!Musk says the bot can do more than what it's doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.Optimus can move fingers. The goal is to make it useful, Musk says. It is \"extremely useful\" and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to \"do the right thing.\"Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.FSD Beta Software is \"quite capable\" of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.Tesla analyst Gene Munster on rising FSD customers says, \"My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.\"Tesla explains model behind how FSD makes a turn decision.Musk tweets, \"the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware & robotics.\" Prominent Tesla influencer Sawyer Merritt says the event shows \"people calling Tesla 'just an automaker' have no damn clue.\" His main takeaway from the event is \"Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.\"While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company's Dojo supercomputer!It's time to get Dojo supercomputer updates from Dojo Project lead Ganesh Venkataramanan and Tesla director Peter Bannon.Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, \"a very large one.\"Musk tweets that \"naturally, there will be a catgirl version of our Optimus robot.\" He shares a photo of him standing alongside the bot prototype.The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.Musk closes the presentation, by outlining Tesla's plan for the humanoid. \"Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.\"","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916489303,"gmtCreate":1664669764202,"gmtModify":1676537490180,"author":{"id":"3579255193727955","authorId":"3579255193727955","name":"tigger_jif","avatar":"https://static.tigerbbs.com/cbac601abb09b01109f7e23b7a94e7b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579255193727955","idStr":"3579255193727955"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916489303","repostId":"1167869076","repostType":4,"repost":{"id":"1167869076","kind":"news","pubTimestamp":1664595138,"share":"https://ttm.financial/m/news/1167869076?lang=&edition=fundamental","pubTime":"2022-10-01 11:32","market":"us","language":"en","title":"2 REITs with the World’s Most Reliable Tenant","url":"https://stock-news.laohu8.com/highlight/detail?id=1167869076","media":"TipRanks","summary":"Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government.","content":"<div>\n<p>Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government. Their cash flows should remain secured, backed by the full faith and credit of Uncle Sam. DEA’s and...</p>\n\n<a href=\"https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 REITs with the World’s Most Reliable Tenant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 REITs with the World’s Most Reliable Tenant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government. Their cash flows should remain secured, backed by the full faith and credit of Uncle Sam. DEA’s and...</p>\n\n<a href=\"https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DEA":"Easterly Government Properties Inc","PSTL":"Postal Realty Trust, Inc."},"source_url":"https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167869076","content_text":"Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government. Their cash flows should remain secured, backed by the full faith and credit of Uncle Sam. DEA’s and PSTL’s dividend yields are quite juicy, while both stocks trade at rather reasonable valuations as well.While researching various office and industrial REITs lately, I came across two relatively unknown names whose qualities should shield them from the ongoing concerns surrounding the office and industrial property markets. Easterly Government Properties (NYSE: DEA) and Postal Realty Trust (NYSE: PSTL) have managed to avoid many of the underlying challenges impacting their industries by catering to the world’s most reliable tenant: The United States Government.Due to this remarkable quality, their high dividend yields, and reasonable valuations, I am bullish on both names.Other kinds of REITs often present more risk. Undoubtedly, commercial real estate was changed forever two years ago, as the COVID-19 pandemic disrupted the market dynamics massively. While the pandemic has largely faded, commercial real estate properties have failed to recover meaningfully, as demand for such spaces remains rather soft.Sure, most companies do utilize office space, but following the pandemic, hybrid working (i.e., working from home and from the office) seems to have prevailed. Industrial properties were proven more resilient during the pandemic, but with rates on the rise and the economy slowing down, their future also appears somewhat bleak.Therefore, DEA and PSTL are interesting REITs due to their well-known, high-quality tenant.What Do DEA and PSTL Do?To be more specific about DEA’s and PSTL’s unique advantages in the current environment, let’s quickly break down their operations.DEA provides office space for several mission-critical U.S. Federal Agencies. As of its latest filings, the company wholly owned 87 operating properties in the United States and has another six as part of a joint venture. 92 of these are operating properties that are leased primarily to U.S. Government tenant agencies.With 99% of its properties leased, the company enjoys robust lease income backed by the full faith and credit of the U.S. government. This is also the case with PSTL, as its properties exclusively serve the USPS.Why is Uncle Sam Such a Great Tenant?Having the U.S. government as your exclusive tenant comes with grand advantages that can form a stronghold moat. The greatest advantage, and what separates DEA and PSTL from ordinary REITs, is the unparalleled credit of Uncle Sam. Essentially, the U.S. government is universally agreed to be the most trustworthy creditor in the world (i.e., the institution that has the lowest chances among any other institution globally to fail.)It is quite safe to say that Uncle Sam has his rental payments entirely covered – especially when the tenants include mission-critical properties that house crucial agencies like the Federal Bureau of Investigation (FBI), the Environmental Protection Agency (EPA), the U.S. Citizenship & Immigration Services (USCIS), the U.S. Department of Veterans Affairs (VA), the Defense Health Agency (DHA), and the USPS.After all, the government can always print money to satisfy its obligations. Hence these two REITs face no counterparty risk or rent collection issues. This is a massive advantage these days, as “ordinary” REITs do experience these challenges.Further, no matter the underlying conditions, these agencies will “never” cease to exist due to being essential assets for vital government operations and national security. If this doesn’t convince of how high the quality of DEA’s cash flows and lease agreements are, the REIT has preserved a 100% occupancy ratio since its public listing.This is likely to remain the case for decades to come, as its weighted average lease term stands at a lengthy 19.6 years. Combined with the critical nature of the company’s tenants and the fact that they can’t just simply relocate (these properties are purpose-built for each agency’s needs), investors enjoy an unparalleled margin of safety.When it comes to PSTL, its occupancy stands at 99.7%. While its weighted average lease term stands at around four years (yes, postal offices are not as critical as agency centers), cash flows should be quite secured over the medium term. If anything, I would argue that PSTL even has an advantage here, as it can renegotiate leases at higher rates sooner.Is DEA Stock a Buy, According to Analysts?Turning to Wall Street, Easterly Government Properties has a Hold consensus rating based on one buy and four Holds assigned in the past three months. At $21.20, the average DEA stock forecast suggests around 34.5% upside potential.Interestingly, DEA stock only has a5 out of 10 Smart Score rating, implying that it will perform in line with the market, going forward – according to this metric, at least.Is PSTL Stock a Buy, According to Analysts?Turning to Wall Street, Postal Realty has a Moderate Buy consensus rating based on two buys and one Hold assigned in the past three months. At $18.00, the average PSTL stock forecast suggests around 21.13% upside potential.Unlike DEA, PSTL stock has an8 out of 10 Smart Score rating, suggesting that it can outperform the market, going forward.Conclusion: Safety Without OverpayingDEA and PSTL are rather unique, with all of their cash flow essentially guaranteed by the government under multi-year leases. Accordingly, their risk profiles are certainly reduced compared to ordinary REITs, and their respective yields of roughly 6.4% and 6.3% can be relied upon. Considering their unique qualities and high dividend yields, it’s quite surprising to see that both names trade at rather reasonable valuations.DEA and PSTL trade at around 11.5x and 16.2x their projected FFOs for the year. PSTL’s multiple is higher due to the likelihood of renegotiating leases sooner compared to DEA amid earlier expirations.Regardless, both names should be proven fruitful investments and eventually attract increased investor attention due to their exceptional positioning in such an uncertain environment.","news_type":1,"symbols_score_info":{"DEA":0.9,"PSTL":0.9}},"isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916489068,"gmtCreate":1664669712854,"gmtModify":1676537490172,"author":{"id":"3579255193727955","authorId":"3579255193727955","name":"tigger_jif","avatar":"https://static.tigerbbs.com/cbac601abb09b01109f7e23b7a94e7b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579255193727955","idStr":"3579255193727955"},"themes":[],"htmlText":"Thanks for the updates.&nbsp;","listText":"Thanks for the updates.&nbsp;","text":"Thanks for the updates.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916489068","repostId":"1101553620","repostType":4,"repost":{"id":"1101553620","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664595421,"share":"https://ttm.financial/m/news/1101553620?lang=&edition=fundamental","pubTime":"2022-10-01 11:37","market":"us","language":"en","title":"Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1101553620","media":"Tiger Newspress","summary":"Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk","content":"<html><head></head><body><p><b>Tesla Inc.</b> AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.</p><p>Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.</p><p>Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.</p><p>Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.</p><p>Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a &#39;long&#39; question &amp; answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.</p><p>Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!</p><p>Musk says the bot can do more than what it&#39;s doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.</p><p>Optimus can move fingers. The goal is to make it useful, Musk says. It is &#34;extremely useful&#34; and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.</p><p>Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to &#34;do the right thing.&#34;</p><p>Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.</p><p>He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.</p><p>After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.</p><p>On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.</p><p>Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.</p><p>The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.</p><p>Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.</p><p>Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.</p><p>The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.</p><p>On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.</p><p>We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.</p><p>Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.</p><p>Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.</p><p>That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.</p><p>Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.</p><p>FSD Beta Software is &#34;quite capable&#34; of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.</p><p>Tesla analyst Gene Munster on rising FSD customers says, &#34;My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.&#34;</p><p>Tesla explains model behind how FSD makes a turn decision.</p><p>Musk tweets, &#34;the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware &amp; robotics.&#34; Prominent Tesla influencer Sawyer Merritt says the event shows &#34;people calling Tesla &#39;just an automaker&#39; have no damn clue.&#34; His main takeaway from the event is &#34;</p><p>Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.&#34;</p><p>While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company&#39;s Dojo supercomputer!</p><p>It&#39;s time to get Dojo supercomputer updates from Dojo Project lead <b>Ganesh Venkataramanan</b> and Tesla director <b>Peter Bannon.</b></p><p>Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.</p><p>Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, &#34;a very large one.&#34;</p><p>Musk tweets that &#34;naturally, there will be a catgirl version of our Optimus robot.&#34; He shares a photo of him standing alongside the bot prototype.</p><p>The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.</p><p>Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.</p><p>Musk closes the presentation, by outlining Tesla&#39;s plan for the humanoid. &#34;Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-01 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Tesla Inc.</b> AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.</p><p>Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.</p><p>Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.</p><p>Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.</p><p>Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a &#39;long&#39; question &amp; answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.</p><p>Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!</p><p>Musk says the bot can do more than what it&#39;s doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.</p><p>Optimus can move fingers. The goal is to make it useful, Musk says. It is &#34;extremely useful&#34; and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.</p><p>Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to &#34;do the right thing.&#34;</p><p>Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.</p><p>He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.</p><p>After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.</p><p>On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.</p><p>Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.</p><p>The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.</p><p>Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.</p><p>Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.</p><p>The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.</p><p>On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.</p><p>We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.</p><p>Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.</p><p>Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.</p><p>That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.</p><p>Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.</p><p>FSD Beta Software is &#34;quite capable&#34; of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.</p><p>Tesla analyst Gene Munster on rising FSD customers says, &#34;My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.&#34;</p><p>Tesla explains model behind how FSD makes a turn decision.</p><p>Musk tweets, &#34;the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware &amp; robotics.&#34; Prominent Tesla influencer Sawyer Merritt says the event shows &#34;people calling Tesla &#39;just an automaker&#39; have no damn clue.&#34; His main takeaway from the event is &#34;</p><p>Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.&#34;</p><p>While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company&#39;s Dojo supercomputer!</p><p>It&#39;s time to get Dojo supercomputer updates from Dojo Project lead <b>Ganesh Venkataramanan</b> and Tesla director <b>Peter Bannon.</b></p><p>Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.</p><p>Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, &#34;a very large one.&#34;</p><p>Musk tweets that &#34;naturally, there will be a catgirl version of our Optimus robot.&#34; He shares a photo of him standing alongside the bot prototype.</p><p>The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.</p><p>Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.</p><p>Musk closes the presentation, by outlining Tesla&#39;s plan for the humanoid. &#34;Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101553620","content_text":"Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a 'long' question & answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!Musk says the bot can do more than what it's doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.Optimus can move fingers. The goal is to make it useful, Musk says. It is \"extremely useful\" and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to \"do the right thing.\"Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.FSD Beta Software is \"quite capable\" of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.Tesla analyst Gene Munster on rising FSD customers says, \"My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.\"Tesla explains model behind how FSD makes a turn decision.Musk tweets, \"the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware & robotics.\" Prominent Tesla influencer Sawyer Merritt says the event shows \"people calling Tesla 'just an automaker' have no damn clue.\" His main takeaway from the event is \"Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.\"While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company's Dojo supercomputer!It's time to get Dojo supercomputer updates from Dojo Project lead Ganesh Venkataramanan and Tesla director Peter Bannon.Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, \"a very large one.\"Musk tweets that \"naturally, there will be a catgirl version of our Optimus robot.\" He shares a photo of him standing alongside the bot prototype.The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.Musk closes the presentation, by outlining Tesla's plan for the humanoid. \"Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.\"","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916480352,"gmtCreate":1664669657676,"gmtModify":1676537490148,"author":{"id":"3579255193727955","authorId":"3579255193727955","name":"tigger_jif","avatar":"https://static.tigerbbs.com/cbac601abb09b01109f7e23b7a94e7b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579255193727955","idStr":"3579255193727955"},"themes":[],"htmlText":"[Smug]&nbsp;","listText":"[Smug]&nbsp;","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916480352","repostId":"1193309788","repostType":4,"repost":{"id":"1193309788","kind":"news","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A New Problem Is Emerging</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919547702,"gmtCreate":1663829770606,"gmtModify":1676537345738,"author":{"id":"3579255193727955","authorId":"3579255193727955","name":"tigger_jif","avatar":"https://static.tigerbbs.com/cbac601abb09b01109f7e23b7a94e7b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579255193727955","idStr":"3579255193727955"},"themes":[],"htmlText":"Looking forward to this. DCAing tsla shares...&nbsp;","listText":"Looking forward to this. DCAing tsla shares...&nbsp;","text":"Looking forward to this. DCAing tsla shares...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919547702","repostId":"1115974146","repostType":4,"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}