Tesla tops $1 trillion market cap


What legislation would be passed under the new administration that would fast track tesla to their target growth? All of their autonomy work is trucking along just fine as it is. I'm genuinely curious, I didn't think the existing admin was that hostile to tesla besides not inviting them to parties.

New admin likely means reduced credits and reduced funding for chargers. Both of which will hurt Tesla’s margins. Tesla may be better equipped to make a profit on EVs than other manufacturers, but without the credit their prices are going to go up by effectively $7500 to maintain existing margins and that’s not going to increase their sales. They may get easier approvals for wide depoyment of driverless vehicles. Whether that actually leads to real value growth depends on that actually being successful as a real service.

I guess, I just had wondered if driverless vehicles had strong opposition today, i figured with waymo already existing it wasn't a problem.

I think articles are jumping the gun on the reasoning. Who knows what the market is thinking. Maybe it's that they think Elon will be able to jockey for favorable changes. Or maybe it's that Elon won the court of appeals case a couple days ago on the "Funding Secured" tweet, so his future involvement in Tesla is more secured.

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Waymo operates in specific geofenced cities with permission from the relevant state/city. Presumably Tesla could do the same, but haven't yet. Wider deployment right now would require permission from the relevant states and also additional federal approval. My understanding is that nationally the NHTSA has a limit of 2,500 autonomous vehicles per manufacturer per year under a temporary exemption for driverless testing. It's possible Tesla could bump against that limit in a few years but so far they haven't really even started.

Maybe, their market cap is so big selling that many cars still wouldn't justify the price outside of autonomy/robotaxi market taking off. They keep repeating they aren't just a car company anymore.

I'm not sure "Sure a Tesla is more expensive than it used to be, but other EVs are even more expensive than that!" is a great sales pitch for growing the business. Especially in a political environment that wants to remove regulatory pressure toward EVs and push fossil fuels.

I thought Tesla was all about lifting all EV makers and getting us to a sustainable future. Sounds like Tesla is now trying to destroy the competition, which is inconsistent with its stated goals. 🤔

Dems love Cadillac GMC too much, fucked over Tesla charging network for shit Cadillac electric vehicles no one buys

but reddit told me no one likes tesla

Waymo just doesn't have a way to scale the same way Tesla does. Tesla produces more vehicles in a week than the entire Waymo fleet

They just started opening up their superchargers to all evs. How is that trying to destroy the competition?

should i sell my shares in tesla or should i wait?

Bingo. Elon now can create barriers that makes it extremely difficult for competitors to compete with Tesla. Now that he got all he needed from the government he can shut it all down for others and continue to be the top EV maker. It’s genius and I hate saying that but he played his cards well and is winning. Elections have consequences folks.

wrong sub

so i dont really think the fundamentals changed much, are we in another gamma squeeze/rally?

You’re kind of on the right track, but margins are not directly affected by the presence of the tax credit because Tesla gets paid the same amount per car regardless of whether the credit is applied or not. Absence of the credit may cause demand to go down as fewer people are able to afford it, meaning Tesla will have to lower the sale price to move units, which will lead to lower margins.

Having advantages over the competition doesn’t mean Tesla will actually sell more EVs when they cost an extra $7500. Especially when competing against cheaper gas cars under an administration that wants to roll back emissions targets. And especially when a big reason people voted the way they did is that they already think things are too expensive.

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Right, Tesla can try to continue selling cars for $45k+ with no credit but sales aren’t going to grow if they do that.

been kicking myself for not selling at $400 years ago, maybe we'll hit 600 this time lol

It will still create an environment where Tesla is the only viable EV carrier out there. Shit he can probably create ways to get kickbacks for his companies but exclude others as “government contracts” or some shit. Point is, he is going to benefit and so will his stockholders.

He can do something he has never said or given an indication of ever trying to do. Anything he does to Tesla would impact every other manufacturer the same.

Yes

Being the only viable EV maker in an anti-EV market doesn’t sound like a great place to be. I don’t doubt that he will attempt to benefit. It just isn’t a simple path to growing Tesla sales and profits via car sales.

Exactly. Tesla doesn’t need government help anymore like back then when they were first starting. So he got to reap those benefits and now shut it down for others now that they are at this level.

I have always said for decades that legacy auto has done the bare minimum in R&D to advance technology and make the cars desirable. Now they are suffering in their own stupidity for standing still. Goodbye legacy auto, I will not miss you. Especially Toyota!

Lol 😂

> Sounds like Tesla is now trying to destroy the competition If that competition is legacy automakers sustained by ICE products, then crushing that reduces public access to unsustainable technology. I count that as a win for the planet.

For one, the department just will stop going after Tesla for every little thing. Google "DOJ Tesla". The federal government will also stop ignoring them and pushing the aside. Do you recall the EV summit Biden held where Tesla was not invited? Lastly, look at the stock. I'm no Nancy Pelosi but the price is climbing fast.

You're not reading what he wrote. If the current admin is as hard on China/ Mexico as he claims, then they may completely disrupt all the auto industries. No more, "Made in America" cars if the pieces are 99% made elsewhere and assembled here. Tesla is primed to take full advantage of this. "Oh but they import XYZ," That may be true, but I'd buddy buddy stayed works, they'll carve that portion out and make sure the other auto manufacturers have to at least keep up.

All of that will lead to more expensive cars, including Tesla. Tesla's prices may be less impacted, but increasing prices is still not a great way to spur growth in auto sales.

Hehehe 😝 love it. Have your up vote.

Lol 😆

This assumes supply chain costs up, manufacturing goes bloated instead of lean etc. But I agree with your assement.

Moving parts supplies from overseas to the US because of tariffs will increase prices. Continuing to import parts with tariffs will increase prices. Reducing competition will increase prices. Removing credits will increase prices.

Elon: I have altered the deal, pray I don't alter it any further

I'm fine with price increases to be completely honest if it means giving people better jobs here and securing the vehicles / growing tech assembly lines here. China owes most of its growth to Tesla anyways. Let's not pretend they made those lines without comparing notes to the Tesla lines. In the same sense, we borrowed from them too. But if we want America to be competitive long term, I think building a tech moat here is good. We let people take too much of our IP for free.

Sure. It will mean short-term pain though, not sales growth. It's also ironic considering high prices are a major factor in how and why people voted the way they did in this election.

I kicked myself for not selling BTC when it hit 20k cuzz it dumped right after. A couple of years later, i sold immediately once it hit 20k again just to watch it rally to 65k. :(

How much of this is being squeezed out of Gordan?

If credits/subsidies are removed for gas vehicles and EVs equally, the demand for EVs in general will skyrocket by orders of magnitude.

haha I agree but there is absolutely NO way they would remove subsidies for gas vehicles during the next administration. that's like a core thing for their base.

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So, can we stop subsidizing ICE cars now (via cheap gasoline)?

Don’t feel too bad. If you think about where that 45k delta comes from, you wouldn’t want that money anyway.

What lol.

$890 million went to the oil & gas industry in subsidies in 2023. You think that doesn't impact each and every time you fill up an ICE car? ICE cars are heavily subsidized.

The CEO just bought the Presidency. People think favors are due.

Tariffs disproportionately hurt the other EV manufacturers. More car sales means more money to spend on development, including autonomy, energy collection, energy storage, and their supercharger network, which is being licensed one-by-one to virtually every other manufacturer.

Who is banking? He implies a person. The stock price is not driven by one person. Did you mean "they?"

Don’t they have 30 billion or more in cash? I thought time was the limiting factor in FSD deployment as they are no longer compute constrained

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The whole point of investing is betting on the future of the company, there’s lots of hype given current plans for the company, it’s CEO, and Elon’s other companies working WITH Tesla. I have a theory that Tesla Solar and SpaceX will get a huge government contract to help build the new space station in a few years

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Ok but other car makers are also super reliant on imported parts (eg assembled in Mexico). Tesla is the most American car. What if the tariffs means that Tesla becomes the cheapest car in each category full stop?

600? Lol 😂

The elected president has a record of screwing everyone over lol

It can be the cheapest and still more expensive than today. Higher prices aren’t good for sales growth.

i mean $400 was crazy 3 years ago, if the markets go crazy who knows. also kinda expecting NVDA to have some big rally/blow off top too

No matter what you do - do not get caught in a margined shares squeeze like what happened at the Twitter aquisition (at Tesla’s ATH). Those shorts and synthetic stock bastards wiped people out. Keep your nuts dry and margin to a minimum.

Been hearing this same “doesn’t make sense” story for half a decade. At what point is TSLA’s overvaluation just normal?

That’s great that Tesla isn’t just a auto company

you're asking reddit strangers? Dude, sell when you're happy with the amount you've made. I've lost lots of money waiting for stocks to go higher because I got greedy. You never go broke selling in the black.

You're welcome guys. I sold my position at a small loss at around $270 on the election day bump after holding it for a year or so. Sigh....

Clearly not a bubble.

Cool theory. No government grant is going to make Tesla worth 1T though. But the market can stay irrational much longer than I can stay solvent, so you'll probably earn more than I will on that dumb bet.

Thank you for your service

I think given how polarizing Elon is, it’s going to be an uphill battle to grow 10x

I sold all mine. Once the dust settles, the GOP is going to remove the IRA credits and the stock will be hit hard. The election results are a disaster for EVs. Once people realize this, TSLA is going to return to the low- to mid- 200’s at which point I’ll be buying my shares back in. Only possible tailwind for the stock is if FSD becomes complete and widely adopted, and the GOP government fast tracks the technology regulatory approval.

When We get buying opportunity ?

Woooooooo!

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I know but I’m pissed that I sold last Friday at $250 with an avg of $44… I needed the money for down payment though lol

That is not where it makes money so no, it’s not.

Don’t get mad at cash in your pocket. It all unrealized gains until you sell

I still want that money

They don’t, but they like money

I have not seen him in a while. Hope he's well.

Selling my 1/17/25 330C Monday

Last week.

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As it should've been 3 years ago.

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But also a record of being easily bought.

Scrapping NASA, privatizing all contracts to SpaceX, solar city merger? Remember Kamala's plan for home buyers? Expect subsidized teslas soon.

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Elon made a bet and what do you know lol. It paid off.

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This is me in 2022... I was up 100K and I am still kicking myself to this day.... I am so paper handing this when it hits like $360

Ding ding ding ding ding

Fantastic news. Wish I had stocks.

We've heard this same story for 8 years

I guess they have something in common.

Do you care where that piece of beef you just ate came from? Or the water that you drank that was probably peed out of someone else's hole several times over?

Fundemenral changes with the election, because the stock market trades for future, not current

Meme stock

How did the fundamentals not change? The new government will get rid of the pro-union stance that was shutting off Tesla from EV programs, will ramp up tariffs on Chinese car imports even more, and Elon made Teslas tolerable for MAGA. I'm neither a Tesla investor nor a supporter of the future administration (I'm not American, you do you), but I do see how the election outcome brings a real positive outlook for the company.

So, if Elon doesn't unravel and drive the company to the ground, Tesla Energy will be a game changer in normalizing the grid. They are uniquely positioned to solve that equation. And with semi trucks and solving the commercial transportation equation, you can maybe get to the current evaluation of the stock. That said, TSLA will do what TSLA will do.

He has a record of screwing over *the poor*.

its not about the CEO. Mary led and look where GM stock is

you just decide to ignore energy with 30% GM with china factory opening in 2025?

There are no Chinese car imports

I wished I could buy 5-10yr puts cuz 80% of the current car makers will be bankrupt by then.

Reddit bubble thoughts

I mean, I was just pointing out the obvious that crypto is a bigger fool scheme where winning means you walked off with the money from someone who lost, but if you want to compare it to drinking piss, I guess that’s fine too.

They had negative growth in 4 of the last 7 quarters. None of my friends who bought teslas from 2016-2020 like him anymore.

I mean isn't that the stock market as well? The only way you can earn money from the stock market is buying it from someone else. Or convincing someone else that the stock now is more valuable than it was before.

To a certain extent, yes, because values fluctuate based on hype and people do short term trades. However, owning a portion of a business that has value because it is creating goods and services, and having that value increase over time because the value of the business increases over time, as is the goal with long term investments, that is not the same as putting cash into a nothing machine and walking away with that cash that someone else put into the nothing machine.

Its almost as if other car companies should copy it..

Correct answer. Ask yourself if it drops by 50% over the next 3 months what will that do to you. If you can take the hit then enjoy the ride because no one knows where the top is.

Dude if you were going to need the money is a short time frame then you did the right thing even if it cost you some now. If the stock had dropped 20 or 30 percent when you needed the money you would have been stuck.

Tesla sells the highest selling car in the world without advertising. How can that actually be? Maybe its because it actually is the best car at its price point with the best technology. The rest spend millions of dollars telling you how much you need their cars/trucks, and yet, the sales figures don't lie.

Short 

This and fast tracking autonomy. Tesla is in the best position to win.

The poor have clearly said they don't agree.

It’s just the beginning.

What his meant is if all the cars are more expensive including gas cars. When Tesla is the cheapest option, even it is 7500 more expensive, you either don’t drive or go for the cheapest. That will ultimately increase the sales. Of course, this is just a hypothesis.

Fucking invest in some real service centers and customer service reps.

Where does it come from?

You have no clue what you’re taking about. Shutting off Tesla from EV programs? Tesla IS THE EV program. Chinese car imports? If BYD was exporting cars to the us they would be flooding the market and crushing every other EV maker, possibly even Tesla.

But for all the worst fucking reasons.

If all car prices go up, people will also buy fewer new cars and keep their old cars longer.

Hasn't Tesla's market cap has been more than the next 10 biggest auto stocks combined for years?

So a new government comes in that is both more hostile towards serious competitors and more friendly towards Tesla — it has the most openly transactional president in US history with his largest financial backer heading this company — and your big brain take is "nah, it's just vibes floating the share price"? Cool.

I said none of that. And you are still completely wrong in your assessment.

I’m selling when the market opens. Don’t see it getting any higher anytime soon.

It’s just getting started.

You aren’t worried about Nvidia’s synthetic data and Isaac Sim competing in this area?

So dumb. Shorting it now.

Honestly I think you could kind of justify it if all the AI stuff was still being done inside of Tesla. But Elon has basically moved a lot of stuff to his other companies with xAI so I’m not entirely sure how these valuations make sense. I guess Optimus is still under the Tesla umbrella but if the AI portion is all under xAI then ???

Tesla is overvalued. I had stock made a profit and sold. Yes i wished I kept it longer but it is what it is. I had 3 Teslas in the past and sold them all. I wanted a new Tesla but since his political stance is obviously I refuse to get another one. I’m 1 person will it make a difference? Probably not but in good conscience get another one .

Higher

You must be joking

You’re right 2T starts to sound at least a bit more reasonable

Tesla does advertise now, plus why do you think they have dealers in malls ? It's part of the marketing strategy. I still believe you are incorrect though, having the best selling car is good, but selling the most cars is better.

The market cap of Tesla is grossly inflated. The company itself is worth $200 billion tops. The remainder of the market cap is down to Elon Musk.

> Tesla sells the highest selling car in the world without advertising Still repeating the talking points from 2020 I see. Turn off the ad bloker and you'll see Tesla's ads on youtube, on X. Open your brain and you'll find that Tesla pays influencers to review their cars now. They hire spokespeople in countries other than US.

By whom?

When will people finally realize Tesla is more than a car company, and has prospects to be even MORE in the future?

Tesla needs to produce an affordable car for the rest of the world. China is flooding the market as of today.

if i have a time machine, i will go back to 10 years ago and told my younger self, to just go all in on Tesla share

Stock price often doesn’t correlate to fundamentals. It’s supply, demand, and hype. That’s it.

dang! imagine Tesla rise to that price

Always take your profits. Instead of worrying that you didn’t sell at the top, sell while you’re up. As long as you beat inflation and bank account interest, you win. I generally sell far out covered calls when there’s a big run up, usually I don’t have to end up selling shares but I always lock in profits no matter which way it goes and if I’m forced to sell, it’s for profit anyways.

So much for "protect American jobs", eh.

Because the cars part of the fundamentals is actually worth very little. What's more likely, the US starting to import tons of Chinese EVs that they never have imported in the first place, or Chinese competition in China's own, tax-free market crushing Tesla margins? Tesla isn't even a leader in battery technology anymore. So many good Chinese EVs out now.

New government can't do shit to competitors because the US has no control over foreign markets.

I agree and also kinda disagree. The legal landscape for Tesla changed dramatically this week. NHTSA is not going to be a problem for Tesla going forward. (I don’t think this is a good thing but I can’t imagine them going hard after Tesla.)

Like they always say, the lowering tide sinks some boats faster... ghoulish, but here we are.

The fundamentals are FSD and bot and they've changed loads this year?

> 1T market cap just doesn't make sense. Of course it doesn't reflect their current profit or revenue levels. Stocks also take into account the ***future***. That's why people invest in the first place. Elon is very forward thinking - a lot more than most of us, so it's a no-brainer for me.

Nope it's an energy, FSD and robotics company.

> None of my friends who bought teslas from 2016-2020 like him anymore. Cool story, I just referred my brother-in-law who swore up and down he'd never get a Tesla. He's a hardcore combustion engine owner to sell his GT500 and order a Cyberbeast after doing the test drive in the Cybertruck.

Lmao the democrats are literally for the rich and elites, thankfully the voters saw through that.

Time 4 Everyone 2 Sell their Lousey Automobile

 Wouldn’t be surprised if Tesla became the federal government’s next contract vehicle.

That's what he does! How many times does he need to do it before people stop being against him? They always lose.

It was never worth 20k and it was never worth 65k, but you did well to get real money out of it. It was worth that for you. As a system, it obviously is not.

You're over scrutinizing a very simple thing: The stock value isn't based on the output of the company. The stock value is based on the excitement that traders have on the stock continuing to go up.

In the late 90's, Amazon didn't have a clear strategy for how it was going to become a profitable company, yet it still had investors. Sometimes people invest based on knowing that there is something, without knowing what it is yet. Most of the time it's a bad bet. Sometimes it isn't.

Cyber limo the next president car

Being buddies with the president-elect is the reason. Killing the $7,500 tax credit could give Tesla an advantage over other EV makers. I don't think the fundamentals have changed, but people are speculating a more friendly market for Tesla compared to Ford, GM, and the others.

Tesla isn't getting very many charger subsides. They have maybe 5 NEVI sites out of the 600 or so they opened in the past year.

Some thoughts: Tesla is the only company that can effectively achieve full autonomy. Comparing Tesla to other automakers simply misleads investors. Tesla is also the only company capable of manufacturing human robots at SCALE. Many companies showcase prototypes, but few can mass-produce them, and none can create the necessary software to make them functional (give them brains). I’m not even saying about Tesla’s natural access to other companies owned by Elon. The current market valuation of Tesla is absurd, especially when compared to Apple, Google, or Microsoft. Apple has struggled to develop and launch new, successful products and lags behind in the AI race. Google is losing its dominance as the main search engine and advertising platform. Microsoft’s standing has declined due to a more strained relationship with OpenAI. Yet, these companies have market capitalizations close to or exceeding $3 trillion, while Tesla has remained below $800 billion? It’s nonsense. Tesla is like a loaded spring right now after nearly three years of lasting.

Most NEVI funds haven’t been allocated yet. The remainder may be cancelled by the next administration.

Could he buy out the other American auto makers?

How much money have they made from data? Almost nothing is the answer. They haven't made money from robots. And small amounts from self driving. So to justify 100s of billions in valuation should be backed up with some actual revenue.

They haven't stored 3 billion miles, so it doesn't matter. And if X miles were so important to make the software work, Tesla would be self driving already.

Tesla is more then a car company, they do sell battery systems. But for 1 trillion $ just saying 'they are more then X' isn't really gone cutting it. If their selling robots was an exploding market doubling in size every year, that would be one thing, but it isn't. Self driving has been claimed as a major money maker for many years now, and sales have gone down not up. So just claiming they are more is easy to say, but actual revenue and growth rates of the companies don't support it.

That's my point. It's moving so slowly that losing out on 5 funded sites per year out of the 600+ they install isn't going to affect the bottom line.

Same thing happened with GameStop, GameStop was never worth it's valuation it was just investors shorting it into oblivion and then being blindsided by the people of Reddit.

>The market can remain irrational longer than you can remain solvent.

Oh I’m not shorting TSLA. Quite the opposite.

It's a quote (apparently misattributed to Keynes), it wasn't directed at anyone in particular \^\^

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It’s. Not. Just. A. Car. Company.

To be a growth business you actually have to demonstrate growth. And with Tesla evaluation, it better be growth in multiple core businesses that are all very large.

You can't be serious. Republicans have always wanted to screw over workers (Republicans are just really good at propaganda, they're the party of big corporations). Who's against unions, for example? Who wants to gut the ACA? Who's against affordable health care?

Only $200B to go to reach the value it was 3 years ago.


All I do is watch car videos. I've never seen a Tesla ad.

Can't wait for the 2020 Roadster.

Its really more like a cryptocurrency at this point. The ACTUAL value is irrelevant.

Similar thing was said about apple until people realized it’s not just about the hardware (cars).. it is the software (AI, self driving, data), ecosystem (superchargers, solar panels, robotics, and powerwall), and leadership. It is about the services number. Now, they are getting ahead of themselves on the stock price but longer term, they have a lot of different ways they could flex. Folks have forgotten the other areas they could move into - heat pumps, mega packs, etc.

The valuation vs net profit is wild. Last year net $15B - if you buy the whole company and nothing changed you would break even in 67 years.

Elon has already unraveled and I can see a future with diminishing support. I don’t know how anyone can ignore his behavior and think “yeah….let me support this guy who openly supports fascism.”

My whole area is getting more and more Teslas. I even bought one even though I wouldn't have considered it a few years ago. You can get a used one for a great deal, and the gas savings are really nice. It's anecdotal, but I see its popularity growing.

all democrates should boycott tesla car and any thing connected to Musk. he has taken most of progressive money and shoove it into their …. Blue state governors should bring chines EV maker to assemble their car in their state, sell their quality cars c much less price, create jobs in blue states and bring TESLA to zero. ultimate revenge on this clown who made a conscious decision to tip the balance of power in our country

The MAJORITY of the country spoke up. Get over it.

I mean, growing 50% in a month definitely is not normal.

Source?

you watch too much msnbc

Well, self driving regulations have fundamentally ceased to exist starting Jan 20.

Similar to $DJT being over-valued, basically a meme stock.

>Tesla is the only company that can effectively achieve full autonomy. You mean like Waymo that already operates? Teslas are level 2 SAE. That's embarrassing.

Think whatever you think

He screws over the lazy - a big difference.

Unions have their good points and bad, people should be free to choose.  Having unions shoved down your throat by the government sucks.   By the way the dems over the last 4 years funneled billions of public dollars into the hands of a few corporate owners.  We as tax payers got nothing for it.

> Having unions shoved down your throat by the government sucks. What do you mean? No one is forcing people to join unions. But Republicans want to make it harder to join/form unions. > into the hands of a few corporate owners Examples?

It’s more than that. The lack of $7500 tax credit, long term, kills the big3. Or at least it’s a thick nail in the coffin. It’s very very good for Tesla.

Teslas are the most American made cars. By far. Tesla is profitable without the $7500 tax credit. Competitors are not profitable WITH it. So double barrel - competitors costs go up with tariffs and their income goes down with $7500 credit gone. Tesla takes their marketshare over the next 10 years.

Tesla and corruption up everything else down

Agreed. It should be higher

He didn't buy. He supported American constitution


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I wouldn’t touch it after today, but good on them.