저자: ChamathPalihapitiya · 외국인
요약 보기
결론: 차마스 팔리하피티야는 테슬라가 현 수준에서 10배 이상 오를 수 있다고 보며 장기 강세 입장을 유지한다. 주장 및 근거: 그는 테슬라 주가가 향후 수년간 2~4배 상승할 수 있다고 언급했고, 전력 발전 인프라가 뒤집힐 것이라는 전망을 바탕으로 테슬라가 화석연료 산업을 대체할 것이라고 주장했다. 매매 이력: 2021년 주가가 정점에 가까워질 무렵 테슬라 주식을 매도했으며, 이를 다른 사업 투자와 자금 조달 계획으로 설명했다. 다만 이것이 브랜드에 대한 신뢰 상실인지는 명확하지 않다. 대안 평가: 캐시 우드(ARK Invest)도 테슬라 강세 입장이며 2025년 목표가 3,000달러를 제시했다. 이 수치가 맞다면 테슬라는 10,000달러까지 갈 수 있다고 언급됐다. 거시 및 리스크: 연준 금리 인상 예상이 주가 하락 요인으로 언급됐고, 코로나19와 러시아-우크라이나 전쟁 등 불확실성이 성장주 변동성을 키운다고 설명했다. 사업 진척: 오스틴·베를린 공장과 상하이·캘리포니아 공장, 네바다 기가팩토리 확장, 파나소닉 46형 배터리 투자(약 800억 엔) 등을 긍정 요인으로 제시했다. 출연자 전망: 팔리하피티야는 테슬라가 현 수준에서 10% 이상 상승할 것이라 보며 강세를 유지한다. 골드만삭스 애널리스트 마크 델라니는 테슬라가 전기차 선두를 유지한다고 언급됐다. 주의: 해당 영상은 2023년 11월 기준이며 시점 이후 가격 변화는 반영되지 않는다.
다듬은 글
are you a Tesla shareholder or plan to be one if so here's some good news for you this video will show you why chth palah happa says Tesla will go tenfold from here stay tuned and keep watching many people firmly believe that holding or buying stocks is a good long-term investment especially in established companies or brands in today's day and age investments in digitally oriented projects seem very risky but the opportunity they represent is also endless Tesla for example is one of the most Innovative companies that many investors are clamoring to own a part of today's video we'll find out why chamath Palapa said Tesla will go from here more than 10 times over as most of you know Tesla is a Clean Energy company that makes electric cars or EVS among other things although a lot of major car companies have started or announced their plans to start in the set industry Tesla remains at the top of the game this claim is supported by many investors and analysts one of them is chamath Palapa who is chth Palapa and why does his word carry weight chth ppaa is a s Lanken American venture capitalist engineer Spa Angel founder and CEO of social capital and was a senior executive at Facebook from 2007 to 2011 cus describes him as the founder and CEO of Social Capital its mission is is to advance Humanity by solving the world's most difficult problems with an estimated net worth of approximately 1.2 billion as of April 2021 Palapa is ranked 2,378 on the Forbes billionaire list for 2021 social capital is established to invest in companies in areas that other Venture capitalists ignore such as Health financial services and education the company has since expanded to invest in technology companies such as Amazon Tesla and slack in a recent statement he said Tesla stock has a bright future and will be worth double or even quadruple in value in the coming years he said this is in line with Tesla's current position in the stock market furthermore during an interview with CNBC via Kelly Evans pah happa mentioned a trade idea for Tesla a 5-year convertible bond that allows for 95% of the potential upside for stocks with the down side risk for bonds according to him he sees this as a communication option for one of the most successful businessmen in the world he added that when he started buying the aforementioned convertible bonds he made a return of 5.5% and further stated that he was willing to bet on Alon musk Tesla's CEO because he considers him a friend however evidence suggests that ppaa is a solid investor and not the type to bet just because of a close friend this could be be interpreted as him trusting the potential of Tesla's stock rather than just his friend musk Palapa along with other experienced and established Financial experts believes in the value of the Tesla brand as well as its ability to exceed expectations in fact they believe Tesla is on track to prove it after days of being in the red the trading value of stock prices is now fixed it shows positive numbers to the Delight of its bearers ppaa and ENT Tesla supporter stands firm on his bullish stance on Tesla stock despite many investors losing confidence and selling off their shares he even participated in a selloff after several months of bright forecasts for Tesla P Hapa sold his Tesla shares in 2021 when the stock was starting to Peak and it can be noted that earlier that year he predicted that electric utilities would be severely disrupted and that trillions of dollars in bonds capital expenditures and value you we're lying around in the world the power generation infrastructure which he says will be turned upside down if this does not happen Tesla will double and quadruple again Tesla is a Clean Energy company that will likely take on the fossil fuel industry which will eventually allow Tesla stock to outperform giving a much greater chance of making its way to $10,000 according to ppaa this makes people wonder why he sold his Tesla shares later that year like other investors some wondered whether he had lost confidence in the brand he responds with this which may or may not be interpreted as approval or denial saying that he did he is moving his money and not having an endless supply of cash he also explained that he sold his shares in Tesla to invest in other businesses and that he is thinking of an idea and starting to formulate a plan to finance it this move from palah happa can be explained in several ways first he is portrayed as an entrepreneur on a mission to transform the world who if a better opportunity presents itself finds a better way to invest money with a high rate of return and should do so on the other hand it could also be viewed as a ruse where he established himself as a promoter who built a Public Image that allowed him to buy shares at a lower price sell them to the public and then keep the profits for himself there is actually a fine line between the two assumptions and one cannot be sure how exactly chath ppaa is portrayed despite this Palapa remains bullish on Tesla what do you think about this move from Palapa tell us what you think by leaving a comment below aside from Palapa Kathy Wood also shares her bullish stance on Tesla Kathy Wood is an American investor distinguished stock picker and founder CEO and CIO of Ark invest a $60 billion doll firm that invests in Innovations such as self-driving cars and genomics in past years it has forecast similar numbers with Palapa but recently increased its price Target to $3,000 by 2025 three times last year's price if this comes true Tesla could be worth $10,000 what does Tesla's Stock's current trading look like after a long down period Tesla stock is finally heading in a positive direction this may or may not be what prompted investors to sell their stocks in anticipation of the scheduled interest rate hike from the Federal Reserve the Federal Reserve Bank or Federal Reserve System is the Central Bank of the United States which regulates the monetary and financial system of the United States an expected rise in prices could cause the Stock's value to fall even lower than it already was worrying investors this concern may not be entirely unfounded as most stocks especially growth stocks have been highly unpredictable due to several issues the world has faced recently including the covid-19 pandemic and the war between Russia and Ukraine despite many obstacles Tesla was able to open new manufacturing facilities in Austin and Berlin along with factories in Shanghai and California these new facilities aim to increase operating margins in scale to manufacture more vehicles in addition the newly built Berlin and Austin plants create an opportunity for the company to achieve higher gross Market margins this among other notable achievements proves that Nothing is Stopping Tesla from generating huge profits despite the unstable economy in fact Tesla began and continued the construction of the Tesla gigafactory despite the dilemmas the world faced in the mission of accelerating the world's transition to sustainable energy through electric vehicles and increasingly affordable Energy Products the construction of the Tesla jiga Nevada was carried out the Tesla Nevada referred to as the Tesla gigafactory is a lithium ion battery and electric vehicle component Factory in Story County Nevada which is expected to be the world's largest and powered by renewable energy to achieve Net Zero Energy this structure aims to solve the Tesla battery crisis the gigafactory reportedly has a planned space of more than 1.9 Square ft which aims to increase production to an additional 500,000 cars per year furthermore Tesla's in Factory Battery Technology is becoming known across the States along with news of Panasonic's upcoming Japanese Factory next year Panasonic a longtime Tesla collaborator is expected to invest in new equipment aimed at producing the 468 battery the investment is said to be about 80 billion yen equivalent to about $74 million According to some speculation they may expand the current factory in Japan to produce the out forementioned battery batteries overall Palapa believes Tesla will gain more than 10% from here as the company manages to maintain its position as a leading manufacturer of electric cars or EVS although he mentioned that some investors including Palapa himself sold their shares in Tesla analysts and other established and experienced investors stand firm in their belief that Tesla remains bullish not only has Tesla been able to defy the odds and continue to rise despite the pandemic it has also been able to take the leading position in electric vehicles according to Mark Delany a Wall Street Analyst at Goldman Sachs make sure to visit our Channel and watch our other videos for more such content
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