It's tough for NVIDIA but which other company will fill the void then? When will China present their own copycat of NVIDIA to also dominate that area? This is the real threat for Jensen IMO. China isn't just sit around and wait for the US to lift sanctions and restrictions on AI chips. They will find alternatives and surely are working on them for a while.
Nvidia CEO Stresses Importance of China Market in Beijing Visit, Chinese State Media Reports
Well, to be precise those car companies selling in the US are affected. The rest of the world? Not so much. So much winning for the US. Hmh, like in school, no one likes the bully.
Elon Musk lies every time he opens his mouth. Justine Musk has given few burt very good interviews and I recommend you read them. Gives a very different perspective on Elon Musk. It's also something that basicallty all his ev-wives and ex-girlfriends have in common. And please don't believe that Mr Superhuman who runs x number of companies, never sleeps, has time to play computer games for hours and tweet for hours per day is "raising any of his kids". He's not, he's the most awful father that I know. Just check with his estranged daughter, who he claims was killed by "wokeness".
Elon Musk Said He Had to Borrow Money From Friends To Pay $170K A Month In Legal Fees During First Divorce — But Adds: 'I Never Said I Was Broke'
Ah, finally an excuse for Elon Musk to blame someone else (in this case China directly and Trump indirectly). Matter of truth is, his "affordable, new models" are just cheaper Model 3 and Y. The Cybercab is a geofenced, tele-operated trial and not full self-driving or anywhere close to fully autonomous by level 5 (SAE), meaning anywhere and anytime (and takingf financial responsibilities). It's still a level 2 ADAS system like Toyota and all the other manufacturers have. Semi production was supposed to be in the thousands last year, cost is exploding and customer are canceling their orders and buying Mercedes and other EV Semi's instead.
Let's just wait if Tesla will be able to scale his teleoperated and geo-fenced Robotaxi at all. In the meantime, World leader in autonomous taxis Waymo and Baidu in China are scaling fast, with Zoox now joining as well and some smaller Startups that aren't any further than Tesla right now.
Amazon Could Beat Tesla to This Massive Market. Are Investors Missing Something?
Sell if Cathie Woods is buying that stock. She has burned $13 Billion of customer money with her ARK invest fund, the most value destruction by far in history of ETF's
Nvidia Stock Gains as Tariffs Take Effect. Cathie Wood Is Scooping Up Shares
There is no new model. The "new, affordable models are just variants of the model 3 and Y", nothing else. A cheaper version of it, like the one they build in Mexico for that market. Otherwise there would be spy photos of it driving in Scandinavia and Death Valley and where else they do tests.
Tesla's Troubles Are Overblown, Analyst Says. This Is Why The Stock Could Rebound.
If those WS analysts would only apply the same rules to memestock like Tesla. Where it's all about pipe dreams and empty promises of a land of milk and honey. Here we have a company that makes 70% profit margin and is one of the 3 biggest companies in the world. Yet, that's not enough, how apply these rules to all other stocks as well?
Nvidia Stock Is Falling. It Isn’t Just About Tariffs
Goodbye Ford, GM, Stellantis and Tesla. Anyone wants to buy their cars? I hear second hand Tesla's are dirt cheap, if you can live with it being vandalized
Trump Administration Confirms 25% Car Tariffs Start Thursday, Auto Parts on May 3
No one wants to buy Tesla products and rightfully so. Don't support a fascist who buys Presidents, tries to buy Supreme Courts and wants his right-wing candidate being elected in your country probably as well.
"Treated unfairly"? How degenerated can you be that you don't understand that demand and supply drive your import and export. If no one wants to buy your products, then it's not because people are unfair. It's because there's no demand for your products in general (what products does the US produce that are sought after in the rest of the world?) or at that price point.
Trump Aides Float 20% Tariff on Most Imports, Washington Post Says
Haha, already admitting that DOGE is a total scam and failure. That Musk is a terrible leader who lies nonstop and can't achieve much of his endless promises. So that's The start of the separation process, with the story that Musk wants to return to his companies. I'm sure that Musk has achieved a lot personally, he got rid of all people who were investigating his company from the SEC to DOJ. He's actively buying future Supreme Court member to finally get his Tesla showrooms in Wisconsin. He has stopped the all competitive projects and made sure that the Government is buying his Starlink product instead, that SpaceX gets billions of dollars more than they already get.
Trump Says He Expects Musk to Eventually Return to Running Companies
Blatant bribing of voters to get his favorite candidate into the Supreme Court of Wisconsin and then get rulings as he likes. If that's not open bribery and corruption then I don't know what swamp you want to drain. He's obviously feeling the pain of the #TeslaTakedown protest all over the world. So let's make sure you're taking the right action at the stock market in regards to Tesla. There's a lot of money to be made with Tesla right now. But if you think it's a buying opportunity long term, you're believing the promises of a notorious liar who hasn't delivered on any of his promises (self driving cars, Roadster that can fly, tens of thousands of electric Semi's, Tesla solar on every roof and so on).
Musk Sees Tesla as a "Buying Opportunity" Despite DOGE Blowback
Production constraints? GigaBerlin is running at less than 50% capacity since it was opened. This is the dumbest statement I heard from any WS analyst covering Tesla.
Overall then, I'd treat Musk's claims with scepticism and remember that much of the company's potential is already priced into the share price given the auto business is under serious pressure to start 2025. That sums it up
Here's how Elon Musk's wildest predictions for Tesla, Optimus and robo-taxis stack up