Ringo
418 posts
NOW: President Trump gives a fist pump as he departs China after a series of crucial meetings with President Xi Jinping on the Iran war, trade tensions, technology, and Taiwan.
Ahead of his departure, Trump met with Xi and expressed optimism about hosting him in the U.S. this September.
“You're going to walk away hopefully very impressed, like I'm very impressed with China."
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Cathie Wood: $2,600 by 2030. Ron Baron: $2,500 by 2036. Baird: $3000 by 2035 Wedbush: $600 in <12 months-----all are conservative.
2030 Robotaxi 5T, Optimus 25T----total 30 T. Tesla now is 1,4T, so 27-28x increased ix logical.
2030 price 8000-10000 is target price, it sounds a lot, but practise it is possible.
Optimus new factory in 2027 will star mass production with 10, 00 0,000 /year. how much it affect Tesla Price?
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Top $TSLA stock predictions:
Cathie Wood: $2,600 by 2030.
Ron Baron: $2,500 by 2036.
Baird: $3000 by 2035
Wedbush: $600 in <12 months
As Elon says, hold onto your stock.
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@niccruzpatane Ron’ mean is :sell all your tesla shares because only 5x in next 10 years
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🔥 Ron Baron 今天再次谈到 $TSLA，而市场真正震撼的，其实不是目标价本身
他说：
“现在是 Tesla 的时刻。”
并且认为：
未来 10 年，$TSLA 有机会达到 2000–2500 美元。
如果按 2500 美元计算。
Tesla 的市值将接近：
8.3 万亿美元。
相比今天，大约还有 5.7 倍空间。
但真正有意思的是：
在很多长期 Tesla 多头眼里。
Ron Baron 这个数字，甚至已经算“保守”。
因为：
@ARKInvest 给出的长期目标价，是：
2029 年约 2600 美元/股。
也就是说：
ARK 认为 Tesla 在更短时间里，就有机会接近甚至超过 Baron 的长期预测。
而这其实揭示了一个越来越明显的现象：
市场对 Tesla 的估值逻辑，正在发生根本变化。
空头仍然把它看成：
汽车公司。
但越来越多长期投资者，已经开始把它看成：
AI + Robotics + Energy + Autonomous Infrastructure Platform。
区别就在这里。
如果只是汽车公司。
8 万亿美元听起来当然疯狂。
但如果未来 Tesla 真正同时拥有：
Robotaxi 网络
FSD AI 平台
Optimus 人形机器人
能源储能
Dojo AI Infrastructure
全球自动驾驶数据网络
那市场最终定价的，就不再只是“卖多少辆车”。
而是：
它会不会成为 AI 时代最大的现实世界平台之一。
尤其 Robotaxi。
这是整个故事最容易被低估的一层。
因为一旦 FSD 真正成熟。
Tesla 的商业模式可能会从：
“一次性卖车”
变成：
“长期平台抽成”。
而平台型公司和制造业公司，估值逻辑完全不同。
另外一个很多人忽略的点是：
Tesla 现在已经越来越像 AI 基础设施公司。
因为未来真正重要的，不只是模型。
而是：
现实世界数据。
而 Tesla 拥有全球最大规模之一的真实驾驶数据网络。
这对于自动驾驶训练来说，本身就是巨大护城河。
当然。
8 万亿美元听起来依然极度激进。
因为这意味着：
Tesla 不只是继续领先 EV。
而是需要在：
AI
自动驾驶
机器人
能源
多个方向同时成功。
但市场真正值得注意的是：
越来越多顶级长期投资者，现在已经不再用“传统车企框架”看 Tesla。
而是开始用：
下一代 AI 平台框架。
去重新定价它。
真正的问题已经不是：
Tesla 还能卖多少车。
而是：
未来 AI 进入现实世界后，Tesla 会不会成为最大的入口之一。
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Ron Baron today on $TSLA:
"Now is the time for Tesla. I think it's (the stock) going to be $2,000 or $2,500 over the next 10 years."
At $2,500, that would make Tesla a roughly $8.3 trillion company, 5.7x higher than today.
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@surfranchvibes Tesla long term guys are most stupid investors in the last 5years
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Longterm $TSLA investors may be in for the best setup in stock market history.
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@TheAliceSmith Let me translate this: National SOCIALIST Party = Democracy party
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Nazi = National SOCIALIST Party
Nazi = National SOCIALIST Party
Nazi = National SOCIALIST Party
Nazi = National SOCIALIST Party
Nazi = National SOCIALIST Party
Nazi = National SOCIALIST Party
Nazi = National SOCIALIST Party
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Tesla Semi mass production has officially begun!
Long Range (longer version):
• Range: ~500 miles
• 4680 cells
• Fully electric steering assist (vs hydraulic before)
• Uses beefed up Cybertruck actuators
• 48 volt architecture
• Powertrain: 3 independent motors on rear axles
• Drive Power: Up to 800 kW
• Curb Weight: 23,000 lbs
• Energy Consumption: 1.7 kWh per mile
• Fast Charging: Up to 60% of range in 30 mins
• Charge Type: MCS 3.2
• ePTO (Electric Power Take Off): Up to 25 kW
Standard Range (shorter version):
• Range: ~325 miles
• Has about the same turning radius as a Model Y
• 4680 cells, designed to last 1M miles
• Fully electric steering assist (vs hydraulic before)
• Uses beefed up Cybertruck actuators
• 48 volt architecture
• Powertrain: 3 independent motors on rear axles
• Drive Power: Up to 800 kW
• Curb Weight: <20,000 lbs
• Energy Consumption: 1.7 kWh per mile
• Fast Charging: Up to 60% of range in 30 mins
• Charge Type: MCS 3.2
• ePTO (Electric Power Take Off): Up to 25 kW
This product is about to change trucking forever.
Tesla Semi@tesla_semi
First Semi off high volume line
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@RandyWKirk1 You have predictions many times in past 5 years, seems non of them is correct
Currently the stock of tesla is suck, and no robotaxi with large scale this year, why you can predict 800 at the end of this year ?
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New $TSLA prediction:
Just as we trickled down over the past 5 months due to missed expectations of Robotaxi, I think we will now trickle up as unsupervised fleet expands. At some point, 2500 cars, 5000, we will get back to ATH. Add Optimus reveal, maybe $600. As we near the end of 2026, execution on Optimus, Robotaxi, and unsupervised, could still get us to $800.
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The Semi was unveiled in 2017.
9 years of work it finally come to mass production and commercial operation.
The Semi factory has capacity of 50,000 vehicles annually, which will bring roughly $10B sales per year.
However, the impact of the Semi is far from direct sales.
A commercial long haul truck will help in various way and most people underestimated.
1. It will lower the cost of transportation due to electricity efficiency, lower cost leads to lower price to customers.
2. It will accelerate the penetration of EV. If commercial long haul truck can be EV, the vast majority of public can be reassured that EV is reliable and affordable. There are many late adopter out there.
3. Accelerate charging and energy facilities deployment, which in return improve EV deployment.
4. Improve safety of truck drivers and other road users.
Overall, it is a new business line to Tesla and will complete its flywheel of vehicles business.
Tesla Semi@tesla_semi
First Semi off high volume line
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Up close with Tesla Cybercab at F1 Fan Fest in South Beach
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Congrats to the Tesla team.
This is a watershed moment for freight in America.
$0.15/mile EV vs ~$0.50 diesel
($0.60+ when diesel spikes)
Operating costs are the hero. Once fleets see it at scale and production ramps, sales will rocket.
EV trucks will take over the roads.
Extended POV:
This isn’t about specs. It’s about economics under utilisation.
Freight is brutal: high miles, heavy loads, tight margins. That’s exactly where EVs dominate.
Core specs that matter: • Range: 325–500 miles (523–805 km)
• Gross combination weight: up to ~82,000 lbs (37 t)
• Energy use: ~1.7 kWh/mile fully loaded
• Battery: ~600–900 kWh est
• Motors: 3 independent rear motors
Charging flips the model: • Megawatt charging (MCS) capable
• ~60–70% in ~30 mins
• ~400 miles recovered in a stop (real-world target)
• Depot charging overnight = lowest cost energy
Now the key part:
At ~1.7 kWh/mile
→ $0.15/mile assumes ~$0.09/kWh depot energy
Diesel: → ~6–7 mpg
→ $3–4/gal = ~$0.45–0.70/mile
That gap is everything.
And fleets scale that instantly.
Then layer in:
• near-zero idling losses
• far less maintenance (no engine, gearbox, exhaust systems)
• regenerative braking reducing wear
• higher uptime
And the system gets even stronger:
→ solar + battery depots pushing energy cost toward zero
→ load balancing across fleets
→ software routing + charging optimisation
→ predictable operating costs vs oil volatility
This isn’t a truck upgrade.
It’s a system rewrite.
Diesel = fuel logistics
Electric = energy + software
Fleets don’t buy hype. They buy cost per mile.
Once they hit scale production, it won’t be gradual.
Fleet is where the system flips. ⚡🚛
Tesla Semi@tesla_semi
First Semi off high volume line
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@Galsen_24 She would be a very great rock 🎸 star and should join in Linkin Park 🤘
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She really called 911 ON THE POLICE because they pulled her over... The entitlement is actually insane. 💀
Part 2 in the comments
#PoliceBodycam
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真的实在厌倦了再一次胜利，昨天刚写完。今天 $LLY 业绩发布，全线大超预期上调全年。
市场担心GLP 1 减肥药价下跌风险，现再一次证明替尔泊肽需求强大到足以吸收已经占公司总收入65%
糖尿病市场份额美国强海外强占比全超一半以上。而且口服的Foundayo 虽然这次还没有贡献 Q1 业绩…
但是新增8层都是新客户。这就是我一直说的，服药方便唯一获批可在一天中任何时间服用、不受食物和水限制的GLP-1口服药
而且减肥只是刚刚开始。大量的潜在应用肥胖作为底层疾病入口，向心血管、睡眠呼吸、骨关节炎、糖尿病肾病代谢肝病延伸。这都意味着估值久期提升
从增长角度并购也在加速开始从现金流再投资机器模式正在成型。
估值分析具体颗粒度更深见订阅
Tigris 会讲课教授是好老师@tig88411109
大家都去炒半导体，医药关注热度下降。今天还有一家重磅的 $LLY 礼来 减肥药糖尿病巨头财报发布，今年跌了20%， 现在市场不担心GLP 1减肥效果不好，主要是定价竞争和政治博弈 但要理解买的不是减肥药，它在争夺未来十年代谢疾病治疗路径的控制权。 如果它只是 Mounjaro 和 Zepbound 的爆款公司，估值不便宜。 但如果它正在形成注射、口服、三重激动剂、Amylin 组合疗法的治疗阶梯，那今天市场用短期价格压力去压它，可能是在错杀一个长久期现金流平台。 而且更主要在于近期几个大收购针对肿瘤。利用GLP-1 是现金流发动机，肿瘤是久期再投资。 礼来的底层资产现在非常罕见，它不是靠融资买研发，而是靠一个全球最强的现金流增长机器，反向购买未来十年的技术期权。 这跟很多 Biotech 完全不同，Biotech 是“烧钱换概率”。礼来是“用高确定性现金流买高不确定性上行权”。 当然，礼来估值合理也谈不上便宜，25倍的26年35EPS。但对于一个收入仍可能增长 20% 以上、净利率接近 40%、又有全球最大 GLP-1 平台的公司，已经不是泡沫估值。 何况还有隐含的肿瘤与基因治疗期权。 你可以给30PE 按照明年40EPS，1200股价。如果你认为 GLP-1 高增长只能持续 3 至 5 年，之后价格压力和竞争压缩利润，那 30 倍以上远期 PE 不合理。 如果你认为礼来能用 Foundayo、retatrutide、eloralintide 维持代谢药物平台优势，同时用 GLP-1 现金流买到肿瘤和基因治疗第二增长曲线，那么 25 倍左右 2026E PE 反而可能是市场在过度惩罚短期不确定性。 拭目以待礼来未来估值的核心，不是减肥药还能卖多少，而是减肥药创造的现金流，能不能被管理层重新配置成第二个、第三个治疗平台”。这就是要看管理层的水平和能力。
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Waymo 财报
Q1 2026
- 收入：$4.11亿 | 同比：-8.7% 🔴
- 营利：-$21亿 | 同比：-72.1% 🔴
- 车队数量：1391辆 → 3067辆
数量越多...亏损越大！🤠
$TSLA
Mehauff 🚘✈️@mehauff7
🚘@Waymo 1Q 2026 Financials Waymo reports under Google’s "Other Bets" division (includes businesses like G-Fiber, Wings), so exact results are unknown Other Bets down: 1Q25 1Q26 Revenue: $450M $411M -8.7% Income: -$1.22B -$2.10B -72%
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@GrindeOptions Why you psot bullish everyday no matter what happened or nothing happened or something happened but nothing related with Tesla in past 5 years ?
Super wired what kind of sick you have…
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@daltonbrewer No Robotaxi in market this year, no good stock performance this year
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BREAKING:
Tesla’s Unsupervised Robotaxi Fleet Surges to 25, Up from 20 in Last 24 Hours
IT’S HAPPENING!!!
$TSLA
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