TESLA

Out of context: Reply #171

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    Pretty good analysis on Tesla from HN

    https://www.planetearthandbeyond…

    "The only reason Tesla is so stupidly valuable is because it is treated as a speculative meme stock."

    It's a good read if you actually own the stock. Not to mention the cars...

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    • Also Elon's net worth is based on Tesla stock:

      https://jasondeegan.…
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    • ^ article from January puts him at $421B

      but now...
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    • "As of March 2025, Elon Musk's net worth is approximately $330 billion, making him the wealthiest person in the world."
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    • So without Tesla, he would still be a B, but not even in the top 20 and all his "influence" will go down overnight.
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    • This is why he transformed The White House into a Tesla dealership, he is losing big time in wealth, while also being the most hated person!
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    • Probably a buy at this lower price. Model Y is the highest volume EV in the world. Taxi starting in California this spring. Robotics has room to run.monNom
    • Toyota is doing a mid-cycle refresh of the Corolla bumper and side skirts. The comparison is beyond silly. They have nowhere near the upside potential.monNom
    • What upside potential?!
      Guess you haven't read the article...
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    • Beyond the 2 large new markets Tesla is set to enter (1. driverless ride-hailing leveraging a large, worldwide fleet of customer vehicles, 2. embodied AI)...monNom
    • The fact is that Toyota is not under a pressure campaign to tank its stock. Tesla is. That makes it a more attractive lottery ticket.monNom
    • The chance that Toyota jumps up 50% after you buy is pretty low compared to Tesla once the pressure campaign runs out of steam.monNom
    • To be clear, the likelihood of either of those outcomes is low, but for Toyota it's near non-existent.monNom
    • Which is not to say Toyota bad, tesla good. I drive a Toyota, I'll probably buy another one. I'm not a customer for tesla, but I can see the investment case.monNom
    • Toyota isn't doing what tesla is doing. Tesla seems to have some significant advantages vs competitors in new markets its chasing. Maybe it's cheap right now.monNom
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