TESLA MOTORS WKN: A1CX3T ISIN: US88160R1014 Kürzel: TSLA Forum: Aktien Thema: Hauptdiskussion

Wie schon vor Tagen geschrieben.tesla wird steigen trotz schlechte Zahlen.Genauso wie letztes Jahr.

Um 2330 https://livestream.tesla.com/

Rein in Tesla

Ahamdulullah ich halte meine nvidia Position für die nächsten 20 Jahre

$TSLA | Tesla Q1'25 Earnings Highlights 🔹 Adj EPS: $0.27 (Est. $0.43) 🔴; ▼ 40% YoY 🔹 Revenue: $19.34B (Est. $21.24B) 🔴; ▼ 9% YoY 🔹 GAAP Gross Margin: 16.3% (Est. 16.4%) 🟡; ▼ 104 bps YoY 🔹 Operating Margin: 2.1%; ▼ 343 bps YoY 🔹 Adjusted EBITDA: $2.81B (Est. $3.12B) 🔴; ▼ 17% YoY 🔹 Adjusted EBITDA Margin: 14.6% (Est. 14.7%) 🟡 Segment Performance 🔹 Automotive Revenue: $13.97B (Est. $15.82B) 🔴; ▼ 20% YoY   • Automotive Sales: $12.93B (Est. $14.84B) 🔴   • Regulatory Credits: $595M (Est. $616M) 🟡   • Leasing: $447M (Est. $452M) 🟡 🔹 Energy Generation & Storage Revenue: $2.73B (Est. $3.18B) 🔴; ▲ 67% YoY 🔹 Services & Other Revenue: $2.64B (Est. $2.82B) 🔴; ▲ 15% YoY Operating Metrics 🔹 Operating Income: $399M (Est. $2.2B) 🔴; ▼ 66% YoY 🔹 Free Cash Flow: $664M (Est. $279.6M) 🟢; ▲ 126% YoY 🔹 Operating Cash Flow: $2.16B (Est. $3.44B) 🔴 🔹 Capex: $1.49B (Est. $2.38B) 🟢; ▼ 46% YoY 🔹 Global Deliveries: 336,681 units; ▼ 13% YoY   • Model 3/Y: 323,800 units; ▼ 12% YoY   • Other Models: 12,881 units; ▼ 24% YoY 🔹 Production: 362,615 units; ▼ 16% YoY 🔹 Regulatory Credit Revenue: $595M; ▼ 20% YoY 🔹 Vehicle Inventory: 22 days (vs. 12 prior Q) Energy Segment Highlights 🔹 Powerwall Deployments: Surpassed 1 GWh for first time 🔹 Energy Storage Deployments: 10.4 GWh; ▲ 154% YoY 🔹 Energy Gross Margin: Improved sequentially 🔹 Shanghai Megafactory produced 100+ Megapacks (not yet deployed) Strategic / Tech / AI Updates 🔸 New Model Y ramp completed across all global factories 🔸 Cybertruck deliveries began in Saudi Arabia; Long Range variant launched in U.S. 🔸 FSD (Supervised) launched in China; Europe launch pending approval 🔸 FSD-enabled production logistics now active at U.S. factories 🔸 Cybercab (Robotaxi) pilot in Austin on track for June; production begins 2026 🔸 Optimus humanoid bot pilot builds in 2025 🔸 IRA-compliant 4680 cells launched; Cybertruck now eligible for $7,500 credit 🔸 U.S. battery packs used in all Model 3/Y U.S. deliveries Outlook 🔸 Tesla will revisit 2025 guidance in Q2 🔸 Volume growth to depend on autonomy scaling, factory ramps, and macro conditions 🔸 Affordable new models remain on track for 1H 2025 production 🔸 Full vehicle capacity ~3M annually, enabling 60% growth over 2024 before new lines Fed / Politics / Tariffs Commentary 🔸 “Uncertainty in the automotive and energy markets continues to increase as rapidly evolving trade policy adversely impacts the global supply chain and cost structure of Tesla and our peers.” 🔸 Tariffs expected to have a relatively larger impact on Energy business than Automotive

Der Schuh drückt richtig bei Musk. Erst Freund vom Donald und nun ist es Hass Liebe geworden 🤣😅. Und Xaomi dringt immer weiter im Chinesen Markt ein. Bin gespannt, wo Tesla bald stehen wird. Ich stehe außen und gucke erstmal zu 😉

Also nvidia gpu nichtmehr gut genug?

Morgen unter 200€👍

wann ist der call mit elon?

Was denn? Zweitklassige Roboter?

Ahamdulullah wenn sexroboter kommen dann bitte mit Burka oder schöne Gesicht

Nope, ist am Widerstand abgeprallt. Downsize

Die Zukunft spielt die Musik. Schau dir einfach mal was für ne geisteskranke Pipeline TSLA hat.

Musk*

Sarkasmus und so