저자: ChamathPalihapitiya · 외국인
요약 보기
Chamath가 테슬라 주식을 전량 매도한 이유와 향후 전망을 다룬 영상이다. 결론: 과거 강한 테슬라 강세론자였던 그가 전량 매도했으며, 이는 주가 상승 여력 판단이 바뀐 것으로 해석된다. 매도 배경: 그는 주가 목표치에 도달해 다른 투자(자금 조달 필요)를 위해 매도했다고 설명했으나, 영상은 이를 의심적으로 해석한다. 발언 변화: 전기차 시장 규모를 과소평가했다고 인정했고, 전통 자동차사들의 전기차 진출로 테슬라의 고성장이 둔화될 수 있다고 봤다. 다만 테슬라를 여전히 긍정적으로 본다고 언급했다. 테슬라 평가: 에너지 기업으로서의 비전, 선도적 전기차 제조 위상, 5개 분기 연속 흑자 등을 긍정 요인으로 꼽았다. 2022년 차량 인도량은 연 5% 이상 증가 전망이 언급되었다. 생산 계획: 독일 공장 가동, 텍사스 공장의 4680 셀 생산, 사이버트럭 및 세미트럭 생산 계획이 소개되었다. 출연자 전망: 테슬라 주가는 장기적으로 상승할 것으로 보이나 성장 속도는 투자자 기대보다 느릴 수 있다는 견해가 제시되었다. 리스크: 전통 자동차 업체의 전기차 경쟁 심화, 생산망 문제 지속 가능성이 언급되었다.
다듬은 글
Financial backers all around the world are keen on Tesla and it is by all accounts doing great in a down Market hello everybody and welcome back to Elon Musk land it even gets a few High claims and forecasts from the examination Tesla then again doesn't frustrate they're giving their all to remain on top with this it appears as though they're gradually making the examination expectations materialize there are numerous Tesla Bulls out there chamat Pali habitia has been perhaps of Tesla's most conspicuous Bull and everybody is familiar with him and his help for Tesla anyway he's finished something left everybody flabbergasted despite the fact that he's such a Tesla bull he sold all his Tesla stock coming from him this was absolutely unforeseen yet how could he sell this Tesla stock when he's all is an extremely unmistakable Tesla bull stay blocked to find out Challis Pali cheerful Tia has been standing firm on major areas of strength for exceptionally in Tesla stock for a seriously lengthy time span anyway he chose to sell all of his Tesla stock only a couple of months after the stock got a positive projection during a meeting he gave his justification for selling all his Tesla stock anyway he is by all accounts serious areas of strength for that the organization has a brilliant future ahead yet even as hegeka's reasons was it worth the effort Thomas palliabeta was an exceptionally vocal individual when it came to supporting Tesla he was continuously wagering on Tesla Chief Elon Musk since he thought of him as an extremely dear companion of his kin definitely knew that palia patio was a Dependable financial backer who might need to not gamble with his cash just to satisfy a companion the carefully prepared monetary investigation has likewise seemed to trust in Tesla spots he additionally seemed to accept that the organization was well on route to surpassing all assumptions as per the organizer and chief of Social Capital he guarantees that he sold his stake in Elon Musk Light Electric Vehicle startup basically in light of the fact that the high estimate permitted him to support his different endeavors Pauline aptia shouted out saying that he doesn't have an unending stock of money so when he has these spots he must figure out how to subsidize them he then at that point proceeded to say that the main choice left for him is to overstretch himself yet this was a risk that he was not able to investigate it's very odd particularly coming from a Tesla bull with regards to the universe of financial planning the trading of stocks is certainly not another idea considerably more fascinating is the way that he sold all of his Tesla stock what individuals don't actually comprehend about this is the way it is feasible to trust in a brand so energetically but not actually have even a little stake in the organization individuals are posing numerous inquiries about this move in light of the fact that previous this year encouraged Financial backers to clutch the stock telling them not to sell any of the stock he then proceeded to let them know that he anticipated that the stock should two-fold or triple an esteem starting out long ago Tesla stock has had an extraordinary cost in the market as a matter of fact it's been an incredible Financial exchange champ it was getting many achievements as it worked out in a good way and route to the S P 500 file this saved off an exceptionally impressive year for development and the stock expanded by around 743 percent in 2020 alone it's been a seriously significant time frame since individuals saw such development rates certain individuals suspect that chamoth Valley apacia lost confidence in the organization's stock and simply needed out chambat sold his stock and said that he was keen on cash creating resources hyperdevelops organizations with development Paces of up to 50 per year and different resources like Bitcoin and Savannah despite the fact that China Pali Blissful palapidia claims that he's as yet sure about Tesla he likewise said that his proposition has changed to tat he conceded that he had totally misconceived the size of the electric vehicle industry he guaranteed that the market had extraordinarily moved today this was alluding to different automakers like Portage or general engines making progress toward building their own electric vehicles by and by he truly accepts Tesla will be very bustling being a top-tier electric vehicle organization as of now it appears to be that in some way he's anticipating that the second other car organizations figured out how to join the electric vehicle industry Tesla will struggle with accomplishing High development levels any longer yet that is where he's off base whose polyapeatius telling his stock it tends to be viewed as the most empathetic Hatchet for a man determined to impact the World by what other method to do this while possibly not by reinvesting the cash somewhere else where you can get a higher pace of return this can be deciphered as the most unmistakable way for an Advertiser to fabricate their public picture so he could then get a few you offers at a lower cost raise the cost in broad daylight markets and after we offer them to General society and keep the additions if you somehow happen to set the stocks to the side then all the other things that he said about Tesla when he was as yet bullish about it actually stands when he was gotten some information about it he said that what he finds the most engaging about the brand is that Tesla is as of now disseminated as an energy firm this is an idea that Elon Musk has previously communicated previously and in a 2016 meeting he said that individuals consider Tesla an electric vehicle organization yet Tesla's entire point is to speed the approach of economical energy which up to this point this is as yet important the organization is continually dealing with this and they're doing this with consistent advancement in credible speed which actually amazes the financial backers Tesla's whole Spotlight is on making the sustainable power progress a reality and this moment Tesla is at the top with regards to electric vehicle fabricating despite the fact that there are others in a similar field Tesla has proactively been a benchmark and it is a genuinely beneficial thing to observe right now with positive income in every one of the last five cores which isolates Tesla from other inheritance unique Hardware makers is that they're essentially endeavoring to adjust the change from gas to power despite the fact that it's not expected to do so then again Tesla is additionally engaged with sun-oriented influence and Battery Innovation and even as environmentally friendly power Innovation keeps on turning out to be more standard there is a much more noteworthy extension opportunity Tesla as of now has a huge and faithful client base to which they can offer different items for the people to have an ecological social and corporate government spend then Tesla as of now seems by all accounts to be a lot greater player with regards to clean energy industry and seem to be that towards the future one more significant component to know is that Tesla as of now has a ton of space for extension after all they truly do have one extremely Visionary Chief driving them they can be depicted as a blossoming industry and this portrayal has a considerable amount to appreciate in it is significantly seriously intriguing that accepting Tesla can keep up with its industry chess it has a ton of space to find a portion of the more seasoned contenders that don't have that equivalent picture Heritage vehicle organizations like Portage and Gem are considering extending their electric vehicle tasks anyway their strength is as of now in the gas controlled Vehicle area and that strength on this side doesn't provide them with any kind of benefit with regards to electric vehicles in the electric vehicle Market Tesla has previously constructed a name for itself with its image with Tesla's name being habitually spoken occasionally the electric vehicle Battleground is significantly More Level likewise Tesla has proactively demonstrated the way that it can contend well with the greatest automakers in the business since palega bersha sold all his stock it didn't take well before the brand returned to being a trillion dollar organization notwithstanding that Tesla's been working overwhelmingly on its extension designs most examination thing that the development will accelerate significantly more in the last part of this current year and afterward in the final part of 2022 Teslas as of now started creation of the German area furthermore Tesla's new manufacturing plant in Texas is set to begin production before law baggling up Tesla senior VP of Powertrain and energy design said that the organization was at that point gaining great Headway on the incline Bend in Caddo which is where a model is held and that line is creating 4680 cells so the Tesla Model I will be the main vehicle made with a battery pack incorporated into the actual vehicle jaiga Texas is likewise going to fabricate the more drawn out weighted digital truck electric pickup and a semi-electric truck from here on out anyway there's no firm creation dates which have been given for any of these vehicles as per Tesla they expect vehicle conveyances in 2022 to climb in excess of five percent each year that is even with throughout the entire the standing production Network difficulties that it doesn't actually cope to be settled in the following year when Elon Musk was representing the world's most important automaker given hopeful Viewpoint after the organization had a record quarter of deals that beat Wall Road's expectations cynics were stunned yet Tesla Bulls remain certain when you consider the market feeling and brain research everything gives off an impression of being going great for Tesla up to this point Tesla's worth is clearly going to ascend as rivalry keeps on ruling various regions and it will ultimately outperform flow forecast albeit the development may not be just about as quick as Financial backers like California territory would normally like it is significant however to recall that the electric vehicle race is a long distance race and not a run and it is vastly improved to remember the big picture on this one so what is your take on Tesla's stock is it going to soar soon where could you at any point anticipate it to go let us stand on down underneath keeping in mind that you're still here feel free to tap on one of these two recordings on your screen see you there
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