I also bought before that (DCA) but it's still nice to see when you've hit the exact bottom with a purchase 📈
Discussão sobre TSLA
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1.237
1D·
US and China pause tariffs for 90 days | Trump announces dismantling of non-monetary trade barriers
US and China pause tariffs for 90 days
The USA and China have agreed on a significant de-escalation in the trade conflict: Most tariffs will be suspended for 90 days. US Treasury Secretary Scott Bessent announced that both sides want to reduce the tariffs. Tariffs on Chinese imports into the USA will fall from the current 145% to 30%, while China's tariffs on US products will be reduced from 125% to 10%. This agreement applies during the upcoming negotiations and President Trump is already planning a meeting with Chinese President Xi Jinping. The positive reaction of the US stock markets to this news was unmistakable, as Wall Street was surprised by the extent of the tariff relief. Large technology companies in particular, such as Amazon $AMZN (+0,12%)Apple $AAPL (-0,26%) and Tesla $TSLA (+3,88%) were able to record significant price gains.
Trump announces dismantling of non-monetary trade barriers
In another positive twist, US President Donald Trump has announced that China is willing to remove non-monetary trade barriers to US imports. This could mean that Beijing plans to ease the numerous regulations and export restrictions that make it difficult for foreign investment. In a joint statement, China also announced that it would suspend or terminate the non-tariff countermeasures against the US that have been in place since April. However, these tariff relaxations do not apply to sectoral tariffs, which are applicable to all US trading partners. News of the temporary agreement caused the S&P 500 to rise by over 3%, while defensive assets such as bonds and gold lost value. The dollar also experienced one of its biggest rallies since the November election. The strong share price gains of large technology companies led to the Nasdaq 100 returning to a bull market.
Sources:
https://finance.yahoo.com/news/trump-says-may-speak-xi-140610331.html
11
2D·
Focus on US tech giants | China's economy fights deflation
US tech giants in focus
In the current season, all eyes are on the balance sheets of the big US tech giants such as NVIDIA $NVDA (+4,58%)Microsoft $MSFT (-0,88%)Amazon $AMZN (+0,12%) and Tesla $TSLA (+3,88%). These companies are at the center of stock market attention because their latest results and upcoming release dates are of enormous importance. They give us an insight into the economic situation and the future development of the industry. The quarterly figures are expected to be published in the next few weeks, which could lead to significant price movements on the stock market. Investors should be prepared for exciting developments, as these tech giants play a key role in the global economy and influence the markets far beyond their home turf.
China's economy battles deflation
In China, the economy is facing increasing challenges as consumer prices continue to fall in the wake of the trade dispute with the US. The consumer price index fell by 0.1 points year-on-year in April, falling short of expectations. This deflation could be detrimental to the economy in the long term, as it reduces companies' revenues and potentially jeopardizes jobs. The Chinese government has set itself an inflation target of around two percent, but weak demand and high unemployment among young people are weighing on economic stability. In order to stimulate the economy, the central bank has announced interest rate cuts. Although these measures are a step in the right direction, the trade conflict with the USA could continue to influence price trends in China, which means both opportunities and challenges for the domestic economy.
Sources:
22
4D·
Stop commenting on every buy/sell decision
When I sold my $TSLA (+3,88%) -shares at $330, the hate came straight away. In hindsight, of course, it was "perfect", but in all honesty, nobody can predict the perfect time. The stock market is not rational - and that's exactly why we should stop judging or blaming every decision.
Everyone has different goals, a different risk profile and different information. What seems stupid to you may be exactly right for someone else. Let's discuss things objectively instead of judging.
2929
12 Comentários
You only posted that now to
to indicate 😜🧂
to indicate 😜🧂
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4D·
TESLA: EARNINGS HIGHLIGHTS - BAD, BAD, BAD - AND SOME GOOD NEWS
Anbei meine Gedanken zu den Q1-Quartalszahlen (auf Englisch, da einfacher):
Positive
- Elon seems to be back, allocating far more time to Tesla (starting in May) and looking forward to continuing to lead the team to „great success in the future“
- Successful model Y changeover in all 4 plants across 3 continents
- Sold out all legacy Model Ys
- Record number of test drives globally in Q1 —> good indicator for demand but unclear how much translates into sales
- Start of production of cheaper models still planned for June, but indications of slow ramp
- Robotaxi on track for launch in Austin in June and to be in „many other cities in the US“ by the end of this year
- FSD unsupervised on personally owned cars before the end of this year in the US
- Cybercab on schedule for production next year (currently in B-sample validation in Giga Texas)
- Unboxed process for Cybercab likely at <5s cycle time (Giga Shanghai at 33s)
- Robust operating cashflow generation, despite lowest delivery numbers since Sep-22 —> record operating cashflow on TTM basis and rising trend since Mar-24
- 156% YoY growth in energy storage deployments and continued strong demand for megapack —> on track to deliver 50% YoY growth in deployments in 2025
- Record gross profits in energy storage, despite sequentially lower deployments (10.4GWh in Q1-25 vs. 11.0GWh in Q4-24)
- Sequential increase in R&D, esp. AI-related initiatives and development cost for vehicle program —> bad for margins but good to position Tesla for the long-term
- Most vertically integrated car company, thus best positioned to protect against supply chain disruptions
- Highly localized supply chain in America, Europe and China, thus stronger position on tariffs vs. competitors
- Working on getting into India (interesting market due to big middle class, but high tariffs)
- Record cash reserves ($37b)
- Increase in deferred tax assets (2% QoQ)
- Prediction of millions of Teslas operating fully autonomously in the second half of next year (>90% market share) —> seems too optimistic
- Prediction of thousands of units of Optimus robots towards end of this year and 1 million units per year by 2030 —> seems underwhelming considering earlier rhetoric
- Prediction of Tesla becoming the most valuable company by far (in case of strong execution)
Negative
- Disappointing delivery numbers, likely driven by a combination of global model Y changeover, brand damage, lack of affordability (high ASP, high interest rates) and potentially lower as expected demand
- Disappointing Cybertruck deliveries (included in „other“ which declined 24% YoY) —> reasons unclear, e.g. still in ramp, high ASP or lack of demand?
- ASP (-8% YoY) declining faster than COGS (-3% YoY), thus negative impact on automotive gross margins
- New low in automotive gross margin, excl. regulatory credits (12,5% vs. close to 20% two years ago) —> some of it might be intentional to increase affordability to stimulate demand?
- Strong decline in net profits (-63% YoY) and EPS (-65%)
- Ramp of cheaper models might be slower than hoped initially
- Robotaxi not expected to be material to company financials before mid / end of 2026 —> might be optimistic
- General scepticism towards Elon’s historical timelines and predictions, e.g. 20m cars by 2030, externals sales of Optimus promised for end of 2025, millions of Robtaxis by next year, etc.
22
5D·
Tesla & FSD
What are your predictions for $TSLA (+3,88%) and Full Self-Driving (FSD) in the near future?
Here is the exact quote from Elon Musk at the conference call:
"So, we're going to be launching unsupervised full self-driving as a paid service in Austin in June. So, I talked to the team. We feel confident in being able to do an initial launch of unsupervised, no one in the car, full self-driving in Austin in June."
5D·
Tesla continues to slump
$TSLA (+3,88%) not even among the top 10 German e-car registrations in April.
https://ecomento.de/2025/05/07/elektroautos-boomen-im-april-doch-tesla-verliert/
ecomento.deElektroautos boomen im April, doch Tesla verliert
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11 Comentários
Logically😁 Germany is also no longer at the forefront anywhere
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5D·
Tesla - perfect entry point?
Is now the perfect entry point for Tesla after all? To be on the safe side, I bought more. I haven't analyzed the stock down to the last footnote like Dirk Müller, but my gut feeling tells me that it could be a good idea.
1313
36 Comentários
Didn't you just sell half an hour ago?
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