저자: 미상 · 외국인
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Tesla 주가가 1만 달러에 도달할 수 있다는 주장을 다룬 영상이다. 핵심 주장: 워렌 레드리치(Warren Redlich)의 두 가지 모델을 근거로 제시한다. 배터리 수익 모델: 연간 3,000만 대 생산, 1테라와트시 기준 6,000억 달러 매출, 2030년 6테라와트시 목표 시 3조 달러 이상 매출, PSR 5배 적용 시 시가총액 15조 달러 → 주당 약 1만 달러로 계산. 로보택시 모델: 자율주행 차량 1,000만 대가 대당 연 3만 달러 이익을 낸다고 가정하면 연 3,000억 달러 이익. 2030년 PER 30배 적용 시 시가총액 9조 달러, 주당 약 9,000달러. 현재가 약 700달러 대비 큰 상승 여지를 주장하며, 이는 로보택시와 에너지 사업 등을 과소 반영한 보수적 추정이라고 강조한다. 워렌 버핏 언급: 버핏이 일론 머스크를 '놀라운 일을 해온 인물'이라 평가하고 테슬라 잠재력을 긍정했다는 내용을 다루지만, 실제 주가 예측 발언은 아니다. 상승 근거로 든 요인: 에너지 효율 선도, 전략적 파트너십, 혁신(차량 설계·엔지니어링), 강한 브랜드 이미지, 자율주행 기술, 친환경 전환 수혜, 자체 배터리 생산 원가 절감 및 기가팩토리 증설(연 50만 대 증산 계획). 리스크/조건: 테슬라는 예측이 어려운 종목이며, 현재 주가수익비율이 약 99.7배로 상대적으로 높은 밸류에이션이라는 점이 언급된다. 결론: 중장기적으로 성장 잠재력이 강하다는 시각이 우세하나, 1만 달러 도달은 모델 가정에 크게 의존한 추정이다.
다듬은 글
did you know that tesla stock might just reach ten thousand dollars this is according to famous investor warren buffett wondering who he is about him and why he said so about tesla's stock price investors valuations are either extremely high or awfully low of course both are products of their respective data and studies as these are just predictions no one can really say for sure tesla on the other hand has very obviously been doing its best to maintain its spot as the leader in the ev market especially now that a lot of competitors are well on their way too in today's video you will see why warren buffett said tesla stock is able to reach 10 000 tesla is considered one of the top most growth stocks available although its stock prices are projected to have more consistent and steady growth in the future due to high level business strategies being adopted by the company tesla stock has had many highs and lows with more highs than lows and like other big corporation stocks it is a bit of a difficult stock to predict even for the most hardcore wall street analysts this has been proven repeatedly by the leading ev company consistently outperforming wall street estimates warren edward buffett is an american business magnate investor and philanthropist he is the chairman and ceo of berkshire hathaway which owns more than 60 companies including insurer geico battery maker duracell and restaurant chain dairy queen he is one of the most successful investors in the world and has a net worth of over 113 billion dollars as of june 2022 making him the world's fifth wealthiest person born in omaha in 1930 buffett developed an interest in the business world and investing at an early age including in the stock market the son of a u.s congressman he first bought a stock at age 11 and first filed taxes at age 13.
in 2010 he and bill gates launched the giving pledge asking billionaires to commit to donating at least half of their wealth to charitable causes known as the oracle of omaha warren buffett is one of the most successful investors of all time when asked about his thoughts on tesla and its controversial ceo elon musk buffett vaguely answered he's done some remarkable things buffett also said this about the famous ev maker elon may turn the world on its head in several sectors buffett has previously hailed musk as a wonderful individual but has also stated that he has room for improvement and should be more judicious in his tweeting it is no secret just how controversial musk is especially with how he exchanges tweets with his followers some may even argue that at least half the time tesla trended is not actually because of the brand itself but because of its leader on the other hand musk responded to a twitter thread claiming that he was worth more than warren buffett and bill gates he joked perhaps warren buffett should invest in tesla despite this musk confessed that he is not buffett's greatest fan he has questioned buffett's kindly grandfather character and called managing funds across berkshire kind of a boring job it can be noted that musk and buffett had met on several occasions only buffett said that he met musk in person after musk joined the giving pledge several years ago the giving pledge is a campaign organized by buffett and former microsoft corporation ceo bill gates created to encourage the world's wealthiest individuals to donate the majority of their wealth to philanthropic causes i've only met him once or twice but yeah i've talked with him but not for quite a while said buffett despite this it is evident that buffett believes in elon and consequentially tesla's potential to perform splendidly in the not-so-distant future warren redlich prominent in the tesla community as a super bowl shared two models which predict how tesla stocks will move the robo taxi model and the battery revenue model according to the battery revenue model 30 000 car minus 50 kilowatt hour battery minus 600 kilowatt hour revenue 600 million per gigawatt hour at one terawatt hour tesla does 600 billion in revenue aiming for six terawatt hours in 2030 that is over three trillion dollars in revenue with a price sales ratio of five that's a 15 trillion dollar market cap it's by calculation that the share price of tesla stock is headed towards or becomes more than ten thousand dollars per share based on the current price and not including any possible share price splits talking about the robo taxi model on the other hand redlick said that during the autonomy day presentation tesla ceo elon musk said in a side note we're going to have a tesla-owned robo-taxi fleet of 10 million vehicles he also said that each robo-taxi will make 30 thousand dollars in profit a year that is thirty thousand dollars in profit for individuals who own the vehicle and run it as a robo taxi not the tesla owned robo taxi fleet according to red lick assuming these numbers there will be 10 million vehicles making 30 thousand dollars in profit a year red lick emphasized that for him these are both understatements of where it's going again assuming these numbers 10 million vehicles making 30 000 in profit a year is 300 billion dollars in profit a year fast forward to the year 2030 for example and there is a price earnings ratio of 30 which is massively low compared to a company that is growing as fast leaving out all revenue from tesla all profits from tesla energy as well as all profits from selling cars and the company is supposedly making 20 million vehicles a year at this point therefore a price earnings ratio of 30 percent that's a 9 trillion dollar market cap is a nine thousand dollar share price that is a nine trillion dollar market cap and a nine thousand dollar share price how much would you pay today for a stock that's going to be worth nine thousand dollars a few years from now it would be two to four thousand dollars per stock and it is currently trading at around 700 a share this is an understatement of the robo taxi model and it leaves out the battery revenue modeling as it leaves out tesla energy and dojo as a service according to red lick he added that there's so much potential in tesla for revenue do you believe tesla stock will actually reach ten thousand dollar for what reasons will tesla shares go up first tesla is considered a leader in energy efficiency tesla group is a true pioneer in electric vehicles and energy efficiency in general the second is through multiple strategic partnerships tesla regularly partners with other companies especially in the energy and renewable energy sector to position itself in this market on a global scale third the leading ev is nothing but innovative tesla regularly innovates both in terms of vehicle design and engineering to differentiate itself from the competition and provide extreme comfort to its customers fourth despite having a controversial leader tesla has a strong brand image the group also benefits from a strong brand image and the general public expects the company to develop clean energy with profitable products the company has been able to win over the public over time fifth tesla boasts future technologies with the development of autonomous and autopilot technology for its vehicles tesla is attracting many investors because it could become even more profitable sixth the company is committed to the ecological transition thanks to its environmentally friendly vehicles tesla is appealing to consumers who are paying more and more attention to ecology finally is tesla's battery department tesla could also benefit in the future from its in-house battery production technology which will reduce its production cost and increase its profitability in fact numerous people await the construction of the tesla gigafactory with the mission to accelerate the world's transition to sustainable energy through increasingly affordable electric vehicles and energy products the tesla gigan nevada's construction was implemented tesla gigan nevada referred to as tesla gigafactory is a lithium-ion battery and electric vehicle component factory in story county nevada which is expected to be the largest building in the world and powered by renewable energy to achieve net zero energy this structure is meant to solve tesla's battery crisis the gigafactory is said to have a planned footprint of more than 1.9 million square feet which aims to ramp up production to 500 000 more cars annually according to experts tesla stock has attractive potential for a medium to long-term strategy they said that tesla group's growth over the next few years is expected to be strong based on current forecast with solid earnings growth expected additionally tesla's valuation in terms of earnings multiples appears to be relatively high with the company currently trading at 99.72 times net income per share
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