The margins for the energy storage business are world class and will continue to grow with scale and a second factory in China.
The charging network and infrastructure are slowly becoming a standard globally, and will be a small side business that helps to increase the depth of Tesla's moat.
Lithium cell costs are close to our way levels and still falling.
There's no really competition at the equality end of the market, and at the lower level Tesla will dominate with the 3rd gen compact vehicle. Chinese EV companies will struggle to compete on price which is all they can currently do against Tesla.
Cyber truck will be highly profitable by the end of 25, which will cut the revenue for the big 3 in the USA, which means they have less capacity to transition to EV production.
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Can’t help posting this out…..the discounted cash flow method of valuations says Tesla stock is already way overpriced, it should be around $200 and not where it is now, it makes sense to take profits here.
Pumped up far enough. Next comes the short term dump to $208 followed by a medium term downward trend.
特斯拉报告第三季度收益下降37%，至每股66美分，为两年来最低。不包括监管信贷在内，特斯拉汽车毛利率降至16.3%。
After this dismal and pathetic Cyberrytruck launch, with only 10 units (wts?), there will be absolutely nothing to look forward to, except at least 6 qtrs of miserable earnings. Watch this rally die a painful death.
breaking 3-month chart this time guys!!! I like to see 300 by xmas....
just keep buying and holding its tesla 😃