Tesla

[Wildreamz]

Just wondering...
what type of energy (eg. fossil fuel, solar, wind, etc) are u looking at to create this huge demand for electricity?

Unlike Internal Combustion Engine (ICE) vehicles, BEVs consumes energy from the grid.

This is also increasingly transitioning to more sustainable, and less polluting energy sources all around the world   

https://www.eia.gov/outlooks/steo/report...ricity.php

[Squirrel]

Conceptually, the only way to transit to clean energy is actually towards nuclear. Bill Gates is actually working on building safe nuclear generators that produce energy from spent rods. Interesting stuff that got delayed by the US China Trade War and probably now by Covid.

[Wildreamz]

Conceptually, the only way to transit to clean energy is actually towards nuclear. Bill Gates is actually working on building safe nuclear generators that produce energy from spent rods. Interesting stuff that got delayed by the US China Trade War and probably now by Covid.

I think realistically, transitioning completely away from fossil fuels, have to come from a variety of alternativ sources. At least, before solar and wind and others scale-up.

That said. Nuclear alone, will not solve the issue without battery. The reason ICE cars are successful for so many years, is due to the energy density of petrol. This will change as BEVs reach price parity and beyond with ICEs (at similar range). 

[Raks]

Conceptually, the only way to transit to clean energy is actually towards nuclear. Bill Gates is actually working on building safe nuclear generators that produce energy from spent rods. Interesting stuff that got delayed by the US China Trade War and probably now by Covid.

I think realistically, transitioning completely away from fossil fuels, have to come from a variety of alternativ sources. At least, before solar and wind and others scale-up.

That said. Nuclear alone, will not solve the issue without battery. The reason ICE cars are successful for so many years, is due to the energy density of petrol. This will change as BEVs reach price parity and beyond with ICEs (at similar range). 

A variety of renewable energy sources. China is leading in the overall production of renewable energy.

https://www.irena.org/Statistics/View-Da...y-Rankings

The sustainability trend is inevitable. Biden should restart USA's commitment to Paris agreement and formalize time-bound net-zero target. 

BEV has a wider range of energy options vs ICE.

[cyclone]

Tesla has surged past $525 billion in market value and could soon overtake Warren Buffett's Berkshire Hathaway. Here's why that's astounding
* Tesla's market capitalization soared past $525 billion on Tuesday, leaving it within striking distance of the $549 billion market cap of Warren Buffett's Berkshire Hathaway.
* Shares in Elon Musk's electric-vehicle company have rocketed up more than 500% this year, while Berkshire stock has only risen 2.4%.
* The similarity in market caps is surprising, given Berkshire earned $255 billion in revenue last year, more than 10 times Tesla's $25 billion.
* Buffett's company also had enough cash at the end of March to buy Tesla outright, as the automaker's market cap was below $100 billion at the time.
* Visit Business Insider's homepage for more stories.

Theron Mohamed
Nov. 25, 2020, 10:36 AM

Tesla surged past $525 billion in market capitalization on Tuesday, leaving it less than 5% behind Warren Buffett's Berkshire Hathaway, which hit a record $549 billion market cap at the close of trading.

Elon Musk's electric-vehicle company climbed as high as $530 billion in market value on Tuesday, signaling it could overtake the famed investor's conglomerate within days.

The shrinking gap between the companies' market caps primarily reflects Tesla's stock price skyrocketing more than 500% since the start of this year. Its shares traded at less than a tenth of their current price as recently as October 2019.

In contrast, Berkshire's shares have only climbed about 2.4% this year, trailing a 4% gain for the benchmark Dow Jones index over the same period.

The proximity of Tesla and Berkshire's market caps is striking given the dramatic differences in their scale and financial strength.

Berkshire owns scores of businesses including See's Candies, Geico, Precision Castparts, and the Burlington Northern railway that collectively employ more than 390,000 people.

It also boasts a roughly $230 billion equity portfolio that includes more than $100 billion worth of Apple stock and billion-dollar stakes in American Express, Bank of America, Coca-Cola, and other blue-chip companies.

More details in https://markets.businessinsider.com/news...1029837412

[Raks]

https://www.straitstimes.com/business/co...ares-surge

"Adding Elon Musk's Tesla to Wall Street's most followed benchmark will force index funds to buy about US$73 billion (S$97.8 billion) worth of its shares, S&P Dow Jones Indices said."

https://www.forbes.com/sites/sergeiklebn...913a945f60

"Tesla remains one of the most controversial stocks on Wall Street, with analysts evenly split: 36% recommend it as a “buy,” 31% give it a “hold” rating and 33% a “sell” rating, according to Bloomberg data."

----
JP Morgan TP : $90
Goldman Sachs TP: $780

I think the 5 B shares sale announcement is a bigger factor in the drop vs JP Morgan.
I follow the EV value chain development and believe in EV future. I also think Elon Musk will never have a problem raising capital. But whether that means Tesla is good for opmi.... a lot more to be seen.

Opinion evenly split means no matter you want to buy, sell, or hold, most people don't agree with you.

[Wildreamz]

Tesla has always been volatile. No need to read too much into it's day to day price fluctuations.

[weijian]

This is the CEO of Semper Augustus Investments Group, known for producing hundred-pages in their AR talking about their biggest investment Berkshire Hathaway - this guy is the penultimate hardcore WB fan.

As brave as he does in his short position, it seems like Tesla still has some way to go since there are still some shortists hanging around (as the old saying goes, the market tops up when the last shortists give up..)

Let’s get ready to tumble! Come Monday, $TSLA enters the S&P 500, as the world is aware. This is the one you will tell your grandkids about, or at least the new crop of investors, wondering what the bubble of 2020 was like. Tesla can be your example of the insanity

As disclosure, I have a small short position in $TSLA. Don’t take this note as investment advice because it’s not. Do your own research. Stocks go up & down, and shorting is extremely dangerous. Upside is capped and downside is unlimited. $TSLA has risen 8.3x just this year

https://threadreaderapp.com/thread/13404...20096.html

[Raks]

This is the CEO of Semper Augustus Investments Group, known for producing hundred-pages in their AR talking about their biggest investment Berkshire Hathaway - this guy is the penultimate hardcore WB fan.

As brave as he does in his short position, it seems like Tesla still has some way to go since there are still some shortists hanging around (as the old saying goes, the market tops up when the last shortists give up..)

Let’s get ready to tumble! Come Monday, $TSLA enters the S&P 500, as the world is aware. This is the one you will tell your grandkids about, or at least the new crop of investors, wondering what the bubble of 2020 was like. Tesla can be your example of the insanity

As disclosure, I have a small short position in $TSLA. Don’t take this note as investment advice because it’s not. Do your own research. Stocks go up & down, and shorting is extremely dangerous. Upside is capped and downside is unlimited. $TSLA has risen 8.3x just this year

https://threadreaderapp.com/thread/13404...20096.html

Indeed it's extremely dangerous to short, especially Tesla. Shorting Tesla is akin to attempt to catch an ascending rocket. 

1) In recent years it looks like liquidity & interest rates have much more impact on stock prices in comparison to fundamentals. 
The saying of Wall Street detached from main street has been around since USA did the QE. 

2) Tesla has been a darling of all streets - where its success in getting capita via any manner may be celebrated with a spike in $TSLA. 

3) Short squeeze. TSLA is a frequent winner of "most shorted stocks". 

disclaimer: small Tesla position in ETF - maintain at max 10% of overall portfolio and rebalance monthly. Believe TSLA is overpriced but have neither the skill nor the courage to short Tesla directly.

[Wildreamz]

Tesla buys US$1.5bil of Bitcoin.

https://www.bloomberg.com/news/articles/...pto-surges