我嚴重懷疑一切是有原因的。Musk現在有律師限製，還不能多說，Delaware 官司不僅僅是對方律師貪婪動機，今年是大選年，很多事都是一個圈。。。 媒體的最大金主廣告商，曆史上向來是傳統車企，政治上的金主。。。。蛋糕被MUSK動了， 。。。
但是TSLA的基礎麵沒有變化和問題，相反非常好。 TEALS是目前唯一真正每輛車賣出都有幾千純利潤的，BYD都遠不及，其他的沒有一家不是賠本買賣。
包括上周宣布倒閉的。做模型已不容易（蘋果花了這麽多年，投入10B， 2000多最好的ENGINEER，不得不關門也沒成。）從模型再開始量產， 尤其AI控製的高效量產，目前全世界沒有第二。
$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion.
Since that day, @Tesla has accomplished:
• Producing 5 million Vehicles
• Record production and deliveries in 2023, exceeding 1.8 million vehicles.
• Record 96.8B in Revenue (2023) vs. 53.8B (2021)
• Average of 37.5% growth in deliveries since.
• Model Y became the bestselling global vehicle with over 1.2 million units delivered.
• Advancements in AI technology, including Tesla's hardware developments and the Dojo training system.
• S3XY ranked most American made cars
• Expanding sales to more countries
• Ramp up of Giga Factories
• 400,000 FSD Beta Users.
• FSD Beta v12 with end to end architecture.
• First Cybertruck’s delivered to customers.
• Cybertruck Production ramping.
• Strong focus on Next-Gen platform, with production starting at Giga Texas.
• Model 3 Refresh successfully launched.
• Tesla Semi production & deliveries.
• Optimus Bot & its potential.
• Advertisements are underway.
• Next-Gen Roadster production 2025
• 20M+ 4680 Cells produced
• Energy storage business reaching nearly 15 GWh.
• 600,000 Powerwalls installed worldwide
• SAE J3400 becomes NACS
• 6,000 Supercharging stations & 55,000 Superchargers
• Global Supercharging network opened to ALL EV’s.
• V4 Superchargers.
. Lithium refinery plant almost done. Compute more than 3x.
. And, Tesla Energy is the Sleeping Giant.
And more…
Today, Tesla has a Market Cap of 520B. IMO the company is being way undervalued when accessing its recent accomplishments, and future potential.
