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re: Maybe Tesla is a car company after all
Posted on 10/18/23 at 9:25 pm to slackster
Posted on 10/18/23 at 9:25 pm to slackster
The most obvious difference is Tesla actually has a number of factories and makes most parts in house.
Apple and Nvidia in comparison contract all manufacturing. They design things and little else.
That factory overhead is there in good times and bad and that is why Tesla has, and will have, the same challenges as any other auto manufacturer.
Apple and Nvidia in comparison contract all manufacturing. They design things and little else.
That factory overhead is there in good times and bad and that is why Tesla has, and will have, the same challenges as any other auto manufacturer.
2
Posted on 10/18/23 at 10:13 pm to BuckyCheese
A p/e in the mid 40's would put the price around $150 and 10 months ago the p/e got as low as 34.
Plus if margins continue at these levels a 45 p/e could eventually cut the current share price by more than half from here and I wouldn't be shocked if in the not too distant future it threatened the $101.52 week low.
I wouldn't be surprised if it didn't come close to that though because Tesla is Tesla but the fundamentals have significantly eroded.
I missed the comment about the hole the company dug itself with Cybertruck. That's an absolutely brutal statement to make on a call.
Plus if margins continue at these levels a 45 p/e could eventually cut the current share price by more than half from here and I wouldn't be shocked if in the not too distant future it threatened the $101.52 week low.
I wouldn't be surprised if it didn't come close to that though because Tesla is Tesla but the fundamentals have significantly eroded.
I missed the comment about the hole the company dug itself with Cybertruck. That's an absolutely brutal statement to make on a call.
Posted on 10/19/23 at 12:17 pm to BuckyCheese
quote:
Apple and Nvidia in comparison contract all manufacturing.
I'm not invested in Nvidia but something I've been wanting to look into more.
In 2019 Nvidia bought Mellanox for their networking knowledge. The engineering for those products AFAIK remains in Israel. Manufacturing for those products in contracted out as you mention. So, long term how does the war impact Nvidia's roadmap and ability to deliver?
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