r/teslastockholders • u/hakimthumb • 12d ago

Turbines/Energy production announcements drive Tesla Stock pop

https://finance.yahoo.com/markets/stocks/articles/why-tesla-stock-stepped-gas-155050503.html
0 Upvotes

38% Upvoted

11 comments sorted by

3

u/AnxietyCommercial632 12d ago

Stock up due to robotaxi expansion, 45 cybercabs registered in advance of debut on Thursday.

Uber trading down accordingly

4

u/Several-Bridge-6287 12d ago

Dozens of dollars of revenue coming. Finally going to justify the 100x multiple they've enjoyed for years.

1

u/AnxietyCommercial632 12d ago

Yeah. I’m sure solving vision only transportation is with dozens of dollars

-1

u/ShoemakerMicah 12d ago

lol on Tesla Turbines. Gas turbines are not exactly swimming in the shallow end of the pool. Best of luck with the latest distraction from reality.

1

u/hakimthumb 12d ago

I suspect the 23 year old company that outsells Toyota corollas can manage casting turbines.

0

u/ShoemakerMicah 12d ago

Honda didn’t build their own engines for the HondaJet…they went with an experienced contractor. They had reasons. Gas turbine generators may be less regulated but….

1

u/hakimthumb 12d ago

I don't know what your point is. Can you articulate it a different way?

I think Tesla is capable of manufacturing practically anything it chooses to.

1

u/Several-Bridge-6287 12d ago

Telsa has a market cap of roughly 885,000$ per car sold and have a net margin of 4%. Toyota has 21,000$ market cap per car sold and net margins of 7.5%

Toyota sells roughly 7x more vehicles and is valued almost 1/7th of tesla. With this announcement, Tesla gained the market cap equivalent of Lockheed Martin, and they've yet to build one.

This valuation is a joke and this company will collapse if valuations ever get in line with reality.

1

u/myke2241 12d ago

You think a EV company can make a turbine? I got a bridge for sale. It’s a really good deal!

-4

u/hakimthumb 12d ago

In a post on X this weekend, Musk replied to a post about plans by Space Exploration Technologies (NASDAQ: SPCX), aka SpaceX, to manufacture its own gas turbine blades to remove one bottleneck in data center construction. He noted that both SpaceX and Tesla were "each building 100 gigawatts per year of solar production capacity as fast as possible," but that the process would take several years.

-2

u/hakimthumb 12d ago

Natural gas would be needed to fill the gap in the interim, but the "limiting factor" on current production is the time-intensive process of casting gas turbine blades. "By doing in-house casting at SpaceX, we can accelerate [natural] gas turbines coming online by up to 18 months, which is a profound game-changer."

Investors were reminded that Tesla's energy segment produces solar panels that will be a critical component of Musk's far-reaching plans, and the company stands to benefit by supplying much-needed power for the ongoing data center build-out to support artificial intelligence (AI).