wifeisafurd said:

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Here we are in May and stock price is about the same as it was when this thread started, despite profits being down. The market, in general, has gone up despite all the disruptions from tariffs and Trump's war, so Tesla has not been exactly a winner for the portfolio. Elon has terminated production of his iconic S class and the X (a mistake IMO) in order to fund a shift toward AI/robotics over traditional car manufacturing. Elon is expanding Cybertruck production because we need more cars that we don't want to park next to, expanding Full Self-Driving which may be the future, and developing the Optimus robot which who knows. Bottom line is investors seem to think Elon still is good at predicting the future and are sticking with him.

Now if you want to a really high risk proposition, there is Lucid, with significant net losses and horrible cash burn, that likely won't make it to 2027 unless the get another bail out from the Saudi Royals. Nice to see my progressive friends love supporting the Saudi's car (which is a good luxury EV).

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Not a fan of Lucid given that you have to use a touchscreen just to turn on the windshield wipers.
And that's just for starters.

But given Tesla's eyewatering valuation, a small "stumble" on the way to the FSD and Robot business plan would clearly affect the share price in a negative manner.

Let's not forget that we are talking about a company that trades at a whopping 296x this year's earnings and 192x 2026 numbers.

DiabloWags said:

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Will always be an ICE guy.

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I'm surprised to see you support ICE

Aunburdened said:

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DiabloWags said:

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Will always be an ICE guy.

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I'm surprised to see you support ICE

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Apparently, you're not well versed when it comes to engines.

Internal
Combustion
Engine

Aunburdened said:

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DiabloWags said:

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Will always be an ICE guy.

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I'm surprised to see you support ICE

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It's not ICE it's NICE

DiabloWags said:

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wifeisafurd said:

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Here we are in May and stock price is about the same as it was when this thread started, despite profits being down. The market, in general, has gone up despite all the disruptions from tariffs and Trump's war, so Tesla has not been exactly a winner for the portfolio. Elon has terminated production of his iconic S class and the X (a mistake IMO) in order to fund a shift toward AI/robotics over traditional car manufacturing. Elon is expanding Cybertruck production because we need more cars that we don't want to park next to, expanding Full Self-Driving which may be the future, and developing the Optimus robot which who knows. Bottom line is investors seem to think Elon still is good at predicting the future and are sticking with him.

Now if you want to a really high risk proposition, there is Lucid, with significant net losses and horrible cash burn, that likely won't make it to 2027 unless the get another bail out from the Saudi Royals. Nice to see my progressive friends love supporting the Saudi's car (which is a good luxury EV).

---

Not a fan of Lucid given that you have to use a touchscreen just to turn on the windshield wipers.
And that's just for starters.

But given Tesla's eyewatering valuation, a small "stumble" on the way to the FSD and Robot business plan would clearly affect the share price in a negative manner.

Let's not forget that we are talking about a company that trades at a whopping 296x this year's earnings and 192x 2026 numbers.

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yea, the valuation seems absurdly high. Tech companies (and Tesla seems more tech company than car company) command high valuations primarily due to their immense potential for rapid, scalable growth, recurring revenue models drive by IP protection generated monopolies. Let's face it, pick the right one you can win so big the losers don't matter. that much.