1. Declive Percibido en el Negocio Central de Vehículos de Tesla.
Existe una percepción significativa de que la división de vehículos personales de Tesla está fallando, con ventas en declive y la marca volviéndose "tóxica", mientras que el valor de la empresa se sostiene en apuestas especulativas de IA y robótica.
- Tesla isnt a car company anymore the car business is failing. Sales are in a nosedive worldwide competition has won, the brand is toxic af. The stock is completely detached from this reality. Its just a speculative bet on an airobotics story. The car division is funding this desperate gamble.
- Teslas auto business is rusting away teslas profitability in its core cars division fell to its lowest level in five years, as the carmaker liquidated excess inventory at rock-bottom prices. Shares rose anyway as optimism over its ai and robotics programs prevailed.
- Teslas profitability at its core cars division fell to its lowest level in five years in the fourth 14 -forbes so it begins. This is the 14 that all the liberals that used to be his customers stopped buying . If they get written out of the tax rebate, that will be it.
2. La Importancia Creciente de la División de Energía de Tesla.
A pesar de los problemas en el sector automotriz, la división de energía y almacenamiento estacionario de Tesla está mostrando una rentabilidad superior y un crecimiento robusto, siendo vista por algunos como el verdadero valor a largo plazo de la compañía.
- Tesla made 4 billion from its stationary energy storage division last year. Hopefully, gm can take a bite out of their market share. I think every ev manufacturer should have a stationary storage division in order to diversify.
- The tesla energy division has a better profit rate than the auto division and a product that for the most part isnt customer facing. Tesla has a ceo problem not a product problem.
- Tesla energy has quietly become the companys most profitable division tesla energy has quietly become the companys most profitable division tesla energy has quietly become the companys most.
3. Reestructuración y Despidos en Divisiones Clave de Tesla.
Elon Musk ha tomado decisiones drásticas que han afectado divisiones exitosas, como el despido de todo el personal de Superchargers y la partida de líderes en robótica, generando preocupación sobre la gestión y la dirección futura.
- In 2024, elon suddenly fired all tesla staff working in teslas super-charger division. A very successful division. Everyone.
- Tesla just lost the head of its robotics division the head of engineering for optimus, teslas humanoid robot division, left the company on friday. Milan kovac announced his departure on x, insisting that it will not change a thing about the companys plans, which, as of march, meant building.
- Somewhat related, teslas charging arm set up a hub near me that never opened because leon shut down that division. I think it was removed last year. I just cant understand why they would cripple themselves.
4. El Panorama Competitivo y las Estrategias de Otras Automotrices.
Otras compañías están reestructurando sus divisiones, enfrentando pérdidas en vehículos eléctricos (Ford), enfocándose en rendimiento (Hyundai N, Mercedes-AMG) o lidiando con la bancarrota de proveedores clave (Northvolt/Scania).
- Fords 5 billion ev push could be terminal for the brand if it fails analysts todayheadline fords renewed investment into its electric vehicles has the potential to either breathe new life into a division hemorrhaging money from past failed endeavors, or be a death knell for the american auto.
- Hyundai to boost n performance division with hybrid power hyundais performance n division is set to expand, after the automaker announced plans for seven dedicated n models by 2030 and confirmed it will offer a hybrid for the first time. The brands 2025 ceo investor day held outside of south.
- 2. Scania has acquired northvolts bankrupt heavy-industry battery division, reviving a 6m deal originally proposed in february. The unit will continue operations under scania. 37.
5. Especulación sobre el Futuro de Tesla y Adquisiciones.
Se especula que, debido a la destrucción de marca causada por Musk, Tesla podría terminar siendo adquirida o dividida, con la división automotriz siendo vendida a gigantes como Ford o General Motors.
- I figure sometime in the future. After the smoke clears, tesla will be a division of either ford or general motors. Its all a hype!
- I see a future where tesla is a division of ford or gm. Musk has gotten away with over-promising and under-delivering for over 10 years. Add in musks personal brand destruction and its bye-bye.
- Maybe if they sell their car division, they can survive. That would be better for everyone, including elon.