Out with it.
So, now it's time to regroup. I'll give you three guesses where 🤣🤣🤣
Puestos
1314If the USA bans exports, as with $NVDA (-3,83 %) then the product is simply too cool ~>strong buy you like to lever the dip
If crime is on the rise, then you also like to have a solution like $PLTR (-3,82 %) - has anyone ever looked at the correlation? strong buy
If you believe in the future of btc - and I do - but have missed the boat, the logical decision is $MSTR (-10,46 %)
ubd ultimately $TSLA (-3,11 %) Tesla- yes guys Elon has a plan that is starting to come out more clearly - disruption - on total line - while Tesla has sold the most vehicles for four years just to collect data, Bobs are following suit - and building eautos 😂 in 5-10 years no one will want to own a car - Tesla has the safest autonomous driver and is uncatchable on data.
that would be my savings plan if I were 16 again
ah yes, and then there's $XRP (-0,55 %) Xrp - highly speculative - but still the biggest position in my portfolio - why? Because a better solution to Swift has been needed for a long time - and it doesn't have to be communist.
peace ✌️ and happy earnings!
Das sagt Kyle Vogt über den technologischen Ansatz von Tesla vs. Waymo:
“What I see is really Tesla as a company who kind of pioneered the end-to-end neural network approach to self-driving, which I think is the right technical bet long term.
Waymo built this highly-validated, robust system that's now on public roads, and it's great. But they know that it's the wrong technical approach, and they need to move more in the direction of Tesla, of more neural networks.
It is just intractable to maintain a 3D map of every square inch of the planet and update it in real time, and then expect that every time you go somewhere, the map is still accurate on one hand, and also probably unrealistic to assume that every car built in the future is going to have these giant spinning KFC buckets on the roof.
To Waymo's credit, I think they know this, and they've started moving towards a Tesla-like approach.”
Wer wird deiner Meinung nach langfristig der Marktführer beim autonomen Fahren?
Subscribe to the podcast so that Jerome can start the money printer.
00:00:00 Tesla
00:33:30 Alphabet
01:09:00 Jerome's money printer
01:12:00 Blackstone
01:32:00 Service Now
01:49:50 Intel
Spotify
https://open.spotify.com/episode/04SQs9epnHicj8HNlyPJrI
YouTube
https://www.youtube.com/watch?v=gAykuGJTRyU
Apple Podcast
$TSLA (-3,11 %)
$INTC (-3,75 %)
$NOW (-4,44 %)
$GOOG (-2,87 %)
$GOOGL (-2,86 %)
$BX (-3,12 %)
$ (-3,71 %)AMD (-3,71 %)
small milestone. Perhaps just a brief snapshot but a good feeling nonetheless 🍺
What would you change about my portfolio?
My next step is $TSLA (-3,11 %) to minimize the portfolio at a good opportunity and $EIMI (-2,16 %) and increase the
As every Sunday, the most important news from the past week, as well as the dates for the coming week.
Also as a video:
https://youtube.com/shorts/0tUN6ye-YUY?si=c9xE8lmAx32qFu5B
Wednesday:
Japan and the USA reach an agreement and have a trade deal. Tariffs are to fall to 15%, but Japan will probably have to invest half a trillion USD in the USA. The markets react with relief.
Thursday:
The ECB halts interest rate cuts at 2.0% and takes a break. The main reason was probably the tariff dispute with the USA, which could soon result in higher tariffs coming into force. Ultimately, this move by the ECB was expected.
There was positive news with regard to the Purchasing Managers' Index, which exceeded expectations. The Purchasing Managers' Index rose to 51 points, indicating growth in the second half of the year.
Friday:
Similar to $TSLA (-3,11 %) Tesla, profits also collapse at $VOW3 (-3,02 %) Volkswagen's profit collapses in the 1st half of the year. After-tax profit fell by 38% to 4.47 billion euros. Three factors in particular depressed profits: 1. customs duties 2. CO2 provisions 3. higher proportion of electric car sales. However, the number of vehicles sold increased and the books are well filled.
These are the most important dates for the coming week:
Wednesday: 08:00 GDP figures (DE)
Thursday: 20:00 Interest rate decision (Fed)
Friday: 05:00 Interest rate decision (BoJ)
Can you think of any other dates? Write it in the comments
Some of you know me on this platform as a Tesla Bull (3 years now). But it's important to remain objective and not embellish everything this company reveals.
Unlike many other investors in Tesla, I still attach importance to the core car business and the figures in this area were really bad. Also, the forecast that over the next four quarters the numbers will continue to be bad is even scarier to me. I have no understanding of why there can be so little talk about the poor production numbers of the Cyber Truck and Model S & X. However, I do see a reason why their core business, i.e. the production of the Model 3 & Y, is stagnating. This reason would be the high interest rates, because Americans only rush into car loans on a massive scale when interest rates are low and a higher production figure could mean that supply massively exceeds demand, which is likely to rise again in periods of low interest rates. I don't really care about Tesla's profitability as they are investing heavily in innovation in all areas and I am very much in favor of that. Tesla's average production costs continue to fall, so I am anything but worried. It is also important to look not only at Tesla, but also at the numbers of the competition over the same period to see if there are macroeconomic reasons for the performance in the last few quarters, such as the key interest rate mentioned earlier.
Tesla will soon be launching a new, more affordable model that will allow them to reach a different price bracket, namely that of households that would currently like to buy a Tesla but don't have the money to do so. In my opinion, this buying interest is independent of the current interest rate, as some of these households can most likely afford a car for $25,000, but not for $50,000, no matter what the interest rate is. I have never been an investor who has sold my entire position because of short-term prospects. I continue to see the potential for Tesla to double its market value in 3-5 years by pursuing its current goals. By the end of the year, for example, we will see Robotaxis in almost a dozen cities with a population of 50% of the US.
If that goal is narrowly missed, I'm fine with it as long as it wasn't a technical obstacle that kept Tesla from reaching that goal. We'll probably all be waiting for Optimus until we have gray hair, but the robotaxi business is happening now and Tesla is generating revenue. So now it's all about scaling and improving the technology to the point where it can scale faster and faster.
I am still invested in Tesla with around 50% of my portfolio. That's a very high weighting, which I've been aware of since I built it up. My mentality that Tesla has a lot of potential to achieve a large market capitalization with some of its business models in the future, especially since I am still young, has given me the support to maintain this position for years. My love for this brand is great. If I had the money, I would only drive a Tesla for a considerable time. The M4 on your lock screen on my phone is an Ultra Red Model 3 Performance and I'm proud of it. I've already test driven the car and love it. Especially since the Tesla salesman offered it to me even though he knew I wouldn't be able to buy it afterwards, no matter how great I think it is. I've talked a lot with Tesla employees, sat in Tesla vehicles and driven them temporarily. I can say that I want to continue to support this brand and I will be even more excited if this brand actually gets back on a path where exponential growth in an innovative field is the case in the here and now. I see this happening in the near future in the Robotaxi sector.
🔹 Total Revenue: $22.50B (Est. $22.64B) 🔴; DOWN -12% YoY
🔹 Adj. EPS: $0.40 (Est. $0.42) 🔴; DOWN -23% YoY
🔹 Gross Margin: 17.2% (Est. 16.5%) 🟢; DOWN -71 bps YoY
Segment Revenue
🔹 Automotive Revenue: $16.66B; DOWN -16% YoY
🔹 Energy Generation & Storage: $2.79B; DOWN -7% YoY
🔹 Services & Other: $3.05B; UP +17% YoY
Operational Metrics
🔹 Operating Income: $0.92B; DOWN -42% YoY
🔹 Operating Margin: 4.1%; DOWN -219 bps YoY
🔹 Adjusted EBITDA: $3.40B; DOWN -7% YoY
🔹 Free Cash Flow: $146M; DOWN -89% YoY
🔹 Total Deliveries: 384,122; DOWN -13% YoY
🔹 Total Production: 410,244; Flat YoY
🔹 Megapack Deployed: First deliveries from Shanghai
🔹 Global Vehicle Inventory: 24 days; UP from 18 last year
Outlook
🔸 Volume growth outlook impacted by global tariffs, policy changes, and macro uncertainty.
🔸 Tesla expects to fund roadmap and expansion while maintaining a strong balance sheet.
🔸 AI, software, and fleet monetization expected to drive future profits beyond hardware margins.
🔸 Affordable EV model production on track for 1H25; Cybercab Robotaxi targeting 2026 volume launch with “unboxed” manufacturing.
CEO Commentary
🔸 “Q2 2025 marks a seminal point—Tesla is transitioning from EV leader to AI and robotics leader.”
🔸 “Launched first Robotaxi service in Austin, including autonomous delivery of Model Y.”
🔸 “FSD (Supervised) continues to advance with planned launches in Europe and China pending approvals.”
🔸 “Energy storage deployments hit a 12th consecutive record on TTM basis.”
🔸 “Despite macro headwinds, we remain focused on scaling autonomy, energy, and robotics.”
Principales creadores de la semana