저자: ChamathPalihapitiya · 외국인
요약 보기
결론: 차마스 팔리하피티야는 테슬라 주가가 현 수준에서 10배 이상 오를 수 있다며 강세 입장을 유지한다. [핵심 주장] 테슬라는 전기차·청정에너지 분야의 선도 기업이며 장기 성장 잠재력이 크다고 평가한다. 팔리하피티야는 테슬라 주가가 2배, 4배까지 오를 수 있다고 전망했다. [근거 수치] 5년 만기 전환사채 전략을 언급했고, 매입 당시 수익률은 5.5%였다고 설명했다. 주가 상승 여력을 두고 1만 달러까지 거론되며, 캐시 우드는 2025년 목표가 3,000달러를 제시했다. [사업 근거] 오스틴·베를린 신규 공장과 상하이·캘리포니아 공장으로 생산능력을 늘리고 마진 개선을 노린다. 기가팩토리 확장과 파나소닉의 일본 공장 투자(약 800억 엔, 4680 배터리 생산)가 성장 근거로 제시된다. [종목 및 방향] 테슬라: 상승 전망(장기). [조건·리스크] 연준 금리 인상 우려로 주가가 추가 하락할 수 있고, 코로나19와 러시아-우크라이나 전쟁 등 거시 불확실성이 존재한다. 팔리하피티야는 2021년 테슬라 주식을 매도했는데, 자금 재배치 목적이라고 설명했다. [출연자 전망] 팔리하피티야는 테슬라에 대해 장기 강세 입장을 유지한다. 영상은 골드만삭스 애널리스트 마크 딜레이니의 강세 의견도 함께 소개한다.
다듬은 글
are you a tesla stockholder or planning to be one if so here's some good news for you this video will show you why chamath polyhapedia said that tesla will go more than 10 times from here stay tuned and keep watching a lot of people firmly believe that holding or buying stocks is a good long-term investment even more so in established companies or brands in today's day and age investments in digitally inclined ventures seem too much of a risk but the opportunity it poses is endless too tesla for one is one of the more innovative companies that a lot of investors are clamoring to own a part of today's video will find out why jamaat palihapidia said that tesla will go more than 10 times from here as most of you may well know tesla is a clean energy company that manufactures electric vehicles or evs among other things although a lot of big automotive companies have started or announced their plans to start in the said industry tesla remains on top of the game this claim is supported by a lot of investors and analysts one of them being chamath polypedia who is chamath palahopedia and why does his word carry weight chamath polyhapedia is a sri lankan-born canadian and american venture capitalist engineer s pac sponsor founder and ceo of social capital and was an early senior executive at facebook from 2007 to 2011.
cnbc describes him as the founder and ceo of social capital whose mission is to advance humanity by solving the world's hardest problems with an estimated net worth of around 1.2 billion dollars as of april 2021 polypedia is ranked 2378th on the forbes list of billionaires 2021. social capital was founded to invest in companies in fields being ignored by other venture capitalists like health financial services and education the firm has since expanded to invest in tech companies like amazon tesla and slack in a recent statement he shared that the tesla stock has a bright future and will be worth double and even quadruple in the years to come he said this in line with tesla's current standing in the stock market moreover during an interview with cnbc through kelly evans polypedia stated the tesla's incorporated trade idea which is the five-year convertible bond that allows 95 of the potential upsides of equities while having the negative risk of a bond according to him he sees this as a call option for one of the world's most successful businessmen he added that when he started buying the said convertible bond it yielded 5.5 and further stated that he is willing to bet on elon musk tesla ceo as he considers him a friend however evidence shows that polyhapedia is a solid investor and is not the type to place a bet just because of a close friend this can be interpreted as him trusting the potential of tesla stocks rather than just his friend musk polyhypedia along with other experienced and established financial experts believe in the tesla brand's value as well as its potential to surpass expectations in fact they believe that tesla is well on its way to proving just that after days of being in the red the stock price trading value has now become solid it is showing positive numbers to the delight of its holders polyhepedia an ardent supporter of tesla stands firm on his bullish position on tesla stock despite having several investors losing faith and selling off their shares he even participated in a sell-off several months after a bright forecast for tesla polyhypedia sold his tesla stock in 2021 when the stock started to peak and it can be noted that earlier that year he predicted the electricity utilities would be severely disrupted and that trillions of dollars in bonds capital expenditure and value were resting in the world's energy generation infrastructure which according to him will be turned upside down if this doesn't happen tesla will double and quadruple again tesla is a clean energy firm that will possibly overpower the fossil fuel industry which will eventually allow tesla stock to over perform allowing a much bigger opportunity to make its way up to ten thousand dollars according to paliopedia this then makes people wonder why he sold his tesla stocks later that year like other investors some questioned if he lost his faith in the brand he answers this which may or may not be construed as an agreement or denial saying that he did this to move his money around and not have an endless supply of cash he further explained that he sold his tesla stock to invest in other businesses and that he thinks of an idea and proceeds to formulate a plan to fund them this move from paly hapedia can be interpreted in several ways one he has painted as a businessman on a mission to transform the world who if a better opportunity arises finds a better way to invest cash with a high return rate should do so on the other hand it can also be seen as a ploy where he established himself as a promoter who cultivated a public image that allowed him to buy shares of a lower price sell it to the public then keep the profits for himself there is actually a fine line between the two assumptions and one can't be sure how exactly to picture chamath palihapidia despite this polyhapedia remains bullish on tesla what do you think of this move from polyhopedia let us know what you think by leaving a comment below aside from polyhapedia kathy wood too shares his bullish stance on tesla cathy wood i in the past years she projected similar numbers with palliapedia but has recently increased her goal price to three thousand dollars by 2025 three times last year's price if this were to fruition tesla could reach up to ten thousand dollars what does the current tesla stock trading look like after a long fall period tesla stock is finally going into the positive this may or may not be what urged investors to sell their equities while anticipating the fed's scheduled rate hike the fed or the said anticipated price hike may cause bring the stock value down even more than it already had which worries the investors this unease may not be completely unfounded as most equities especially growth stocks have been extremely unpredictable due to many issues the world has faced recently including the kovid 19 pandemic and the war between russia and ukraine despite several roadblocks tesla was able to open new manufacturing facilities in austin and berlin together with the shanghai and california plants these new facilities aim to increase operating margins and scale to manufacture more vehicles additionally the newly built berlin and austin plants create an opportunity for the company to achieve higher gross margins this among other notable achievements proves that nothing stops tesla from making huge profits despite the unstable economy in fact tesla started and continued the construction of the tesla gigafactory despite the dilemmas the world faced evada's construction was implemented tesla gigan e gigafactory is said to have a planned footprint of more than 1.9 square feet which aims to ramp up production to 500 000 more cars annually furthermore tesla's bullish factory battery technology is making itself known across states along with the news of the japan panasonic plant coming in the next year a long-time tesla collaborator panasonic is expected to invest in new equipment meant to produce the 4680 battery the investment is said to be around 80 billion yen and is equivalent to approximately 704 million dollars according to some speculations it may expand the existing japan plant to produce said batteries overall palypedia believes that tesla will go more than 10 percent from here since the company was able to maintain its standing as a leading manufacturer of electric vehicles or evs although it was mentioned that some investors including paleopity himself sold their tesla stocks other established and experienced analysts and investors stand firm on their belief that tesla remains bullish not only was tesla able to defy the odds and continue to rise despite the pandemic but it was also able to hold the leading place in evs according to mark delaney a wall street analyst at goldman sachs make sure to visit our channel and watch our other videos for more of this content
Comments 0