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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 ...
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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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@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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@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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@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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@Semos25 Tesla is currently trading at a P/E ratio of 150, whereas NVIDIA is a bargain 😄
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