The Rokslide Stock Traders Thread

[mostlybirch]

Right, its robo taxis and robots and tunnel boring machines and flamethrowers and bitcoin. But like 82% of revenue is from automobiles.

Even with the cut TSLA has taken over last couple months, it is still valued more than GM, Toyota, Ford combined, curious why you think it is still undervalued?

 

[MountainTracker]

Ai, Autonomous everything.

Ford, GM, Dodge… none of those.

I try to buy for what will be important for the future not for tech of the past. Even though I really miss my 3rd Gen 4Runner.

My timeline is different.

Bought again today, and my cost basis is still under $150.


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[mostlybirch]

Ai, Autonomous everything.

Ford, GM, Dodge… none of those.

I try to buy for what will be important for the future not for tech of the past. Even though I really miss my 3rd Gen 4Runner.

My timeline is different.

Bought again today, and my cost basis is still under $150.


Sent from my iPhone using Tapatalk

At >100 PE ratio I would assume those assumptions of future profits are priced in and not some new idea, but I won't be shorting TSLA because "the market can stay irrational longer than I can stay solvent".

AI is funny, you don't have to prove it does anything but it brings in investment like crazy . Seeing it in the mining world and it works, you can have total vaporware but if you put "AI" in your PowerPoint you're golden.

 

[CorbLand]

At >100 PE ratio I would assume those assumptions of future profits are priced in and not some new idea, but I won't be shorting TSLA because "the market can stay irrational longer than I can stay solvent".

AI is funny, you don't have to prove it does anything but it brings in investment like crazy . Seeing it in the mining world and it works, you can have total vaporware but if you put "AI" in your PowerPoint you're golden.

Future profits for how long though? This is where timeline comes into play.

Someone that is looking to retire and need the money in the short term, say 5 or so years or less, probably more risky and maybe not worth it. Someone like me that is literally 32-34 years from retiring, the market can’t predict profits that far out.

AI is todays version of what the internet was in the 90s. It’s early, hard to quantitate but it’s going to revolutionize the world and if you get in on the right company/companies, your going to be rich.

 

[NDGuy]

Right, its robo taxis and robots and tunnel boring machines and flamethrowers and bitcoin. But like 82% of revenue is from automobiles.

Even with the cut TSLA has taken over last couple months, it is still valued more than GM, Toyota, Ford combined, curious why you think it is still undervalued?

Don’t worry TSLA will probably get every Gov contract available for the next 4 years to pad their stats. Same as PLTR, or any other company connected to the cabinet.

 

[Fxs]

Nothing assured

 

[mostlybirch]

Future profits for how long though? This is where timeline comes into play.

Someone that is looking to retire and need the money in the short term, say 5 or so years or less, probably more risky and maybe not worth it. Someone like me that is literally 32-34 years from retiring, the market can’t predict profits that far out.

Tesla when there wasn't really any other EV options, when there was expanding charging stations and subsidies, 0% loans and buying incentives, makes sense.

Tesla now with the same three models plus a meme truck that fries itself from moisture and panels that yeet themselves, EVs galore from legacy manufacturers with IMO way better cars, and the political issues and reactions with the CEO, I don't see the play unless you're betting on straight corruption and grift. All the future potential is baked into the supremely ridiculous current price.

But again, I'm not betting against it because enough people have bought into the YOLO dream.

 

[CorbLand]

Tesla when there wasn't really any other EV options, when there was expanding charging stations and subsidies, 0% loans and buying incentives, makes sense.

Tesla now with the same three models plus a meme truck that fries itself from moisture and panels that yeet themselves, EVs galore from legacy manufacturers with IMO way better cars, and the political issues and reactions with the CEO, I don't see the play unless you're betting on straight corruption and grift. All the future potential is baked into the supremely ridiculous current price.

But again, I'm not betting against it because enough people have bought into the YOLO dream.

Time will tell and the good news is, one side will be wrong and the other will be right.

 

[Fxs]

Risks everywhere

 

[TaperPin]

Isn’t there an AI rush to get the huge data centers up and running to compete for gigantic classified military contracts? The mega ones with their own natural gas power plants. I sort of listened to a podcast on the build up, but didn’t pay much attention. My impression was in this day and age, the country with the most robust AI capabilities will have a giant advantage both on the battlefield as well as influencing other countries. All the talk of non military AI uses, seems like a bit of distraction from the primary purpose of the highest level computing. I wouldn’t bet against Elon - the track record of things he puts his mind to are pretty remarkable. He’s a dork, but wow he gets things done.

All the talk of trillions of “missing” pentagon money makes me laugh. No doubt in my mind that money went to classified programs. More trillions will be spent on AI.