1Sem.
Sell Tesla shares now that Burggraben has been wiped out?
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•@Iwanowitsch Tesla is not a moat in any respect.
Several companies already have humanoid robots in their portfolio. The question is, which one will become favorable ...
Several companies already have humanoid robots in their portfolio. The question is, which one will become favorable ...
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•@Iwanowitsch In my opinion, the problem with XPENG is that they are making huge losses. Scalable has a net profit for the year of -1.35 billion and a margin of -33%
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11
•1Sem.
@Iwanowitsch If you are invested, I would hold the position if I were you, and expand it if necessary. Because Tesla, SpaceEx etc. will certainly benefit from the new government in the coming years and therefore rise even more.
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11
•1Sem.
@Investment4Life The question is rather what their use case should be. Why should you build a robot that can do everything like a human, but can only do everything moderately well? Robots are supposed to be more efficient and can / must therefore look different. Dishwashers are still boxes in which water splashes around for nothing and not humanoids that stand around and wash dishes.
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33
•1Sem.
@Iwanowitsch So if I had Tesla shares, I would never sell them now. Maybe there will be a correction, but thanks to Trump and all that, it will unfortunately rise (unfortunately, this means that I don't have it in my portfolio myself).
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11
•@Semos25 Tesla is currently trading at a P/E ratio of 150, whereas NVIDIA is a bargain 😄
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11
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