Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 17.8% undervalued

8.7k

78

0

20

DA

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value: €33.8 86.2% undervalued

9k

57

5

25

BL

The Strategic Revaluation of Adobe: A Critical Analysis of Market Sentiment

Fair Value: US$460 42.5% undervalued

7.2k

34

2

22

Trending Discussion

US

This article completely disregards (ignores, forgets) how far China is in this field. If Tesla continues on this path, they will be fighting for their lives trying to sell $40000 dollar robots that can do less than a $10000 dollar one from China will do. Fair value of Tesla? It has always been a hype stock with a valuation completely unbased in reality. Your guess is as good as mine, but especially after the carbon credit scheme got canned, it is downwards of $150.

1

|

0

US

There is a lot of Musk's puffery being echoed in this article. "ecosystem dominance", Tesla certainly do not dominate any of their new markets. If Tesla is the undisputed leader of the premium "Closed Garden.", it is only through EV's and that business has been declining year-on-year, despite the market increasing. Vehicle manufactures are finding that customers are rejecting the subscription model. "The Cybercab fleet (launching 2026) acts as the financial bridge.", that is a stretch. Even if Level 4/5 autonomy is achieved, "profitability" still has to be proved, where the competition is not necessarily Waymo, but Uber. Taking the driver out of a ride‑hailing service may not be the killer saving people think it will be. Likewise, outside of CGI and for quite some time, an Optimus humanoid robot may prove more expensive and not as useful, versatile, skilled and knowledgeable as a domestic worker. Telsa may be withdrawing from the EV market, but for its other ventures, they have arrived late to the party, do not lead and show no sign that they will dominate any of them.

1

|

0

US

What no robo cars, work bots, no more sattilites or goverment contracts,,,,no internet service or T phones?? ya mean it's all make believe?? not only did someone drink kool aid but it was electric too.

1

|

0

Capital Goods Chilean Community

Recently Updated Narratives

Inotiv NAMs Test Center

Delta Air Lines posts stellar unit economics but faces headwinds ahead

Project Ixian Accelerated Rollout will Drive Valuation Expansion to £0.0150.

Popular Narratives

Undervalued Key Player in Magnets/Rare Earth

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

The Strategic Revaluation of Adobe: A Critical Analysis of Market Sentiment

Trending Discussion

What no robo cars, work bots, no more sattilites or goverment contracts,,,,no internet service or T phones?? ya mean it's all make believe?? not only did someone drink kool aid but it was electric too.

Value any company in seconds

Popular companies

Capital Goods Chilean Community

Capital Goods Chilean Investing Ideas

Recently Updated Narratives

Inotiv NAMs Test Center

Delta Air Lines posts stellar unit economics but faces headwinds ahead

Project Ixian Accelerated Rollout will Drive Valuation Expansion to £0.0150.

Popular Narratives

Undervalued Key Player in Magnets/Rare Earth

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

The Strategic Revaluation of Adobe: A Critical Analysis of Market Sentiment

Trending Discussion

What no robo cars, work bots, no more sattilites or goverment contracts,,,,no internet service or T phones?? ya mean it's all make believe?? not only did someone drink kool aid but it was electric too.

Value any company in seconds

Popular companies