@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 ...
@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%
@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.
@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.
@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).
