Re:When the Dotcom Bubble Burst
by hattmall on Sunday March 16, 2025 @11:31PM
(#43384928)
The more interesting dynamic with Nvidia though is that most of its revenue is actually fueled by bubbles as well. Teslas earnings are much more grounded and natural.
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Re:When the Dotcom Bubble Burst
by germinalphrase on Sunday March 16, 2025 @11:54PM
(#43385043)
“Teslas earnings are much more grounded and natural.”
How do you rationalize Tesla being valued higher than the combined valuation of the next ten car companies? They will be the only one left standing?
I think you misunderstand that comment. Tesla may be hopelessly overvalues, but their revenue may grow in future. OTOH Nvidia's revenue may have peaked.
how is their revenue gonna grow in the future when they don't have an edge in their main core product. Batteries are by panasonic. while BYD makes its own batteries.
Tesla has no moat. At least Nvidia has CUDA
Re:When the Dotcom Bubble Burst
by germinalphrase on Monday March 17, 2025 @08:08AM
(#43387617)
Maybe so. Their valuation coming down to earth would certainly ripple. Whatever precedes that fall, it seems unlikely that revenues would remain unaffected.
In all, it’s unfortunate that the US’s most prominent electric vehicle manufacturer is wrapped up in so much noise.
You forgot to add “Long TSLA”
Re:When the Dotcom Bubble Burst
by throwaway2037 on Monday March 17, 2025 @01:29AM
(#43385442)
I don't why this comment was downvoted. You raise an important point. I also noticed that you (carefully?) made no comment about Telsa's stock price. Instead, you only focused on their earnings -- which are excellent for a car company.
Re:When the Dotcom Bubble Burst
by simianparrot on Monday March 17, 2025 @02:44AM
(#43385756)
It got downvoted for not parroting “Tesla bad” even if it didn’t claim anything to the contrary and is simply observing one fact — Tesla’s earnings being great. That’s not acceptable apparently.
Re:When the Dotcom Bubble Burst
by scarface_74 on Monday March 17, 2025 @10:19AM
(#43388893)
Earnings aren’t great though…
Re:When the Dotcom Bubble Burst
by scarface_74 on Monday March 17, 2025 @10:18AM
(#43388890)
How are there earnings excellent? Sales are declining in both real terms and market share. The brand is globally toxic.
Net income is down 70% year over year and they are now losing money.
Re:When the Dotcom Bubble Burst
by diamond559 on Monday March 17, 2025 @03:25AM
(#43385977)
Grounded as in they are heading straight down to the ground sure.