저자: JimCramer · 외국인
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영상 결론: 테슬라는 AI·자율주행·에너지저장 등 다중 사업으로 4조 달러 시가총액 도달 가능성이 있는 최고의 AI 관련 투자처라는 주장. 주가 흐름과 자금 동향: 주간 차트상 헤지펀드·뮤추얼펀드 매수 지표가 최근 4주간 공격적으로 늘었고, 이는 큰 상승 전 신호로 해석됨. 밸류에이션 전망: 일부 전문가가 2030년까지 4조 달러 도달을 예측하며, 진행자는 그 가능성을 강조함. AI 관점 비교: 구글은 AI 도입으로 광고 매출(전체의 69% 언급)이 위협받는 반면, 테슬라는 AI가 강화될수록 수익성이 높아진다고 주장. 자율주행(FSD) 수익화: 머스크 발언을 인용해 자동차 마진은 0에 가깝고 수익은 AI·FSD에서 나올 수 있다고 주장. 로보택시와 옵티머스 로봇은 제외하고도 수익성이 크다고 봄. 반도체 기업 비교: 칩 기업들은 상품화 위험이 있지만 테슬라는 가격결정력을 유지한다고 평가. 전기차 사업: 기가팩토리 10~12개 건설 계획, 기가팩토리당 연 150~200만 대 생산 가능성 언급, 장기적으로 연 2,000만 대 생산 가능성 제시. 에너지 저장·태양광: 파워월, 파워팩, 메가팩 등 저장 사업과 솔라시티 인수(2016년, 27억 달러 주식 거래)를 통한 태양광 사업 확대 강조. 2022년 에너지 사업 매출 비중은 약 5%. 메가팩 공장: 상하이에 메가팩 공장 건설 계획, 연 1만 메가팩(약 40GWh) 생산 목표. 리스크: 기술 발전, 규제 환경, 시장 수요, 경쟁 등 여러 변수에 따라 성공 여부가 달라짐. 출연자 전망: 진행자는 테슬라를 향후 10년 최고의 AI 플레이로 보며 장기적으로 낙관적임.
다듬은 글
check out this weekly chart of Tesla with Williams proprietary indicator at the bottom that measures hedge fund and mutual fund buying this is the other reason he's feeling positive in Tesla these money managers have an excellent track record of buying the stock right before rallies in other words they're not contrary they're actually correct over the last four weeks they have been buying Tesla stock aggressively that suggests the stocks getting ready for a big move higher some experts have predicted that Tesla will one day be where it's up to four trillion dollars some even predict that the ultimaker will reach this Milestone by 2030.
find out how Tesla can increase its revenues through multiple businesses the beautiful thing though about Tesla is in my opinion now you have an extended opportunity to increase your exposure to it and I think it's actually the best and most overlooked AI play that exists everybody's looking for AI stocks and they're looking at companies like Google and Google by creating AI or integrating AI is putting at risk 69 percent of all of their advertising Revenue so while they might gain some Revenue in integrating AI they're losing elsewhere where when you look at Tesla the more they integrate AI the more profitable they become this is a company that could actually make a substantial amount of pure profit from artificial intelligence Elon himself suggests that their margins could be zero on the car and a hundred percent from artificial intelligence we don't even have to consider Robo taxis or the Optimus robot in the future just the full self-driving features itself with people sitting in the vehicle those margins can make this an extremely profitable company more so than it already is Yet now people are scrambling thinking I'm going to invest in Microsoft or Google or Facebook because they mention AI it's ludicrous Tesla is the best AI play of the next decade followed by the chip companies the danger of course is the chip companies become Commodities where Tesla maintains true pricing power Tesla has revolutionized the ultimative industry with its Cutting Edge technology and commitment to sustainability while the company's primary focus has been on designing and Manufacturing electric cars Tesla's Ambitions extend far beyond the alternative sector Tesla is strategically positioning itself in several areas that have the potential to become its most profitable businesses for the future hey everyone and welcome back to Tesla tomorrow in the second phase of Tesla's master plan revealed in 2016 musk said the company planned to expand the electric vehicle product line further create solar roofs with seamlessly integrated battery storage and develop self-driving capability that is 10 times safer than human driving this explains that Tesla operates on multiple businesses all of which could help it reach a four trillion dollar valuation in the near future it is important to know that while these business segments have the potential to be highly profitable for Tesla in the future their success will depend on various factors such as technological advancements regulatory Frameworks market demand and of course competition nonetheless Tesla's holistic approach to sustainability combined with its innovative products and services has laid a solid foundation for continued growth and profitability across multiple Industries so let's take a deep dive into Tesla's most profitable Ventures for the future to our Channel and turn on notifications to keep up to date on everything going on with Tesla number one electric vehicles Tesla's Core Business and primary revenue stream is the production and sale of electric vehicles with the success of models Like the Model S model 3 Model X and model y Tesla has established itself as a leader in the EV Market the automaker plans to produce more gigafactories in the coming years these plans have been confirmed by Elon Musk himself when he disclosed that Tesla will end up building probably at least 10 or 12 gigafactories adding that each of them could perfectly have an annual production of between 1.5 and 2 million units at its production rate Tesla could move to manufacturing about 20 million electric cars a year Tesla continues to innovate in Battery Technology range and autonomous driving capabilities as the demand for electric vehicles continues to grow globally Tesla is well positioned to capture a significant market share and maintain its dominance in this space number two energy storage and power walls Tesla's investment in green energy is another Catalyst for its growth the company's energy storage business is gaining momentum and holds tremendous potential for the future the company offers products like power walls and power packs which store energy generated from renewable sources like solar panels these energy storage solutions play a vital role in balancing the intermittent nature of renewable energy and help consumers reduce their Reliance on the traditional power grid in 2020 musk proposed how Society could transition all its energy usage towards sustainable sources the plan outlined at Tesla's battery day involves massively increasing battery production more batteries means more places to store electricity and this means more ways to use electricity from intermittent sources like solar and wind according to musk when a solar panel generates electricity during sunshine or a wind turbine a battery can help that clean energy 24 hours a day it can then be used in homes and businesses or even transferred to other batteries like in electric cars as the world transitions to clean our energy sources Tesla's energy storage division has the potential to become a significant Revenue generator number three solar energy in addition to energy storage Tesla has expanded into the solar energy sector with its acquisition of SolarCity in 2016.
the EV maker announced that it was making an offer to acquire solar panel manufacturer Solar City in an all-stock offer worth 2.6 billion dollars in Tesla stock at the time musk said the merger would generate significant cost and revenue synergies based on his vision of the future of Transportation energy storage and a green economy Tesla is looking to expand in the energy industry the company offers solar panels and solar roof tiles that integrate seamlessly with the company's energy storage solutions according to musk when a solar panel generates electricity during sunshine or a wind turbine a battery can help provide that clean energy 24 hours a day it can then be used in homes and businesses or even transferred to other batteries like in electric cars musk has previously said that Tesla will accelerate its solar and energy storage business in 2022 promising a pretty vast clean energy business he stated that while Tesla's energy business grows had been limited by supply chain constraints the plan is to expand production and deployment faster than vehicle production once the supply chain issues are resolved by combining solar energy generation with energy storage Tesla aims to create a comprehensive renewable energy ecosystem for homes and businesses as the adoption of solar energy increases Tesla's solar business has the potential to contribute significantly to the company's profits number four autopilot and full self-driving Tesla has been at the Forefront of developing autonomous driving technology it's autopilot feature which provides Advanced Driver assistance capabilities is already installed in Tesla vehicles furthermore Tesla is actively working on achieving full self-driving through its FSD software Tesla vehicles have had autopilot for many years but this software only worked in specific situations and of course FSD does offer a significant Improvement and it does allow Tesla vehicles to operate with only a small amount of driver input even on roads with traffic lights owing to the level of convenience that this feature offers more people are likely to buy Tesla cars in the future and this will generate enormous profits for the car company by 2030 Tesla would likely have FSD already Incorporated in its cars and this will further increase car sales by then full self-driving is the newest driver assistance software for by Tesla and while the term full self-driving isn't necessarily accurate since it does still require drivers to be alert the vehicle is equipped with this software will require less driver input than before the potential monetization of a fully autonomous driving system could be substantial as it opens up opportunities for ride hailing Services autonomous delivery fleets and of course Mobility as a service models Tesla's investment in autonomous technology positions it well for future profitability in the transportation sector Elon Musk has said that Tesla will have some sort of chat gbt moment with its FSD software the generative AI chat Bots has sparked huge public interest in artificial intelligence sparing hand ringing over the possibility of a bot-written term paper and amusement of a bot composed fiction many think it's terrific that finally something in the Innovation space like chat gbt has captured both the consumer and the business imagination and it really is helping people imagine and understand that the world of innovation is changing really quickly number five energy generation and distribution Tesla's involvement in the energy sector goes far beyond just solar and energy storage the companies ventured into utility scale energy projects through its Tesla energy division these projects include construction of large-scale battery storage facilities known as Mega packs which provide grid scale energy storage solutions according to Tesla a mega Pike unit can store enough power to go with around 3 600 homes for one hour Tesla's mega pack batteries can be used for utility scale power storage such as saving wind and solar for later use energy generation and storage are a relatively small portion of Tesla's business generating about five percent of the revenue in 2022 the capacity to store electricity when it isn't in demand is critical as Electric utilities move toward wind and solar energy to replace power generated by fossil fuels Tesla recently announced is building a new Factory in Shanghai to produce its mega pack battery further expanding into the country at a time of fraud U.S China ties the new Factory where Tesla will manufacture its high capacity battery for energy storage is scheduled to break ground in the third quarter of this year and stop production in the second quarter of the next Tesla plans to produce 10 000 megapak units every year equal to about 40 gigawatt hours of energy storage and this product will be sold worldwide they also make us focus on sustainable energy generation and distribution positions it is a key player in the transition to a cleaner and more efficient energy grid what other businesses do you think should be added to this list let us know down below and if you want to know more about what Tesla's been up to over the last few days go ahead and click on this next video on your screen see you there
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