Las Morabi (Vice President, Vehicle Engineering, Tesla):

Las Morabi (Vice President, Vehicle Engineering, Tesla):

“The new Model 3 is equipped with a unique shock-absorbing technology called Frequency Selective Damping that improves driving convenience. This technology eliminates small wobbles on the road by eliminating vibration frequencies in the 4-6 Hz range, while also maintaining a steering response.

In other words, the little things on the road disappear.” * Summary of the video that the chairman confirmed was “correct” *
Elon owns a 12.9% stake in Tesla and holds an additional 7.6% (304 million shares) in unexercised stock options.
As stock prices get out of their minds these days, there’s a lot of criticism from chodgers that Elon has lost his sense of business since the acquisition of Twitter and his strategy of continuing to cut vehicle prices is wrong. Let’s see if it really is.

Let’s do “X” (old Twitter)
Since I’m blogging
I’m feeling that Tesla Anti has increased significantly

There are a lot of complaints about Elon in particular
Political remarks, remarks on immigrants, games, issues of securing 25% stake, etc

It’s not about focusing on the business, but about caring about other things…

No, it’s more a protest against Tesla’s stock price

Nasdaq Sets New High Between TSLA Down Over 20% Since Early This Year
Tesla Is Most Alienated Among Big Tech

In the meantime, investors have no choice but to complain

I can understand it as if it were, but there are many more things that are difficult for me to understand

This is especially true of FOMO

If you bought something other than your holdings, you’d be like this, you’d be like that…

It’s a mind that really doesn’t mean anything, it’s an investment barrier

If you really bought NVIDIA, you should ask if you would have been able to keep it until now

Except for the reason why everyone knows that AI era is the biggest beneficiary of GPU

What kind of business is Nvidia doing..
What are you preparing for..
How do you expect the time series..
I don’t know what the number will be…

How many investors make their own judgments and insights about the company through an earnings call and their own thought arrangement?

And how many of those investors have been patiently dragging and maximizing their returns so far??

You want to succeed in investing without such efforts??

It’s just a fluke, a news story that usually buys something like that, and I opened it 10 years later without knowing if I bought it, and it’s going to increase several hundred times…

While investing in Korea, there were some stocks that had considerable effort and attachment to some stocks

They made significant investments with effort and attachment, but the results were often insignificant

One of them is Lake Materials

Lake Materials was raised by a considerable proportion in the mid-4,000 won range

In the process, corporate analysis, IR exploration and phone calls, CEO orientation, expected time series, possibilities, and potential were explored countless times and it was a collection of results that I thought about

But the results were not good

This is because it was a process of increasing investment in the U.S. and realized profits appropriately

If I left it alone as others said, it would have been four to five times as much as it is now

It was a shame, but I shook it off quickly

You can also find a company that is outstanding
If you had finished eating, you would have already become rich
It’s too much to shake off things like this
If you like this, you can’t invest

However, it is necessary to ponder what possibilities I overlooked and why I made a selling judgment

Lake Mercy also had stints like Tesla’s stock price today and needed waiting time

It’s good for me to find out why I’m nervous and what’s wrong with me and move at a time when I’m looking at you and feeling anxious

I think those processes will stack up and lead to a higher probability of investment success

If you’re an investor, you should also consider Elon’s various tendencies

It’s not like that all of a sudden
That’s how it was
Originally, there was no hesitation in making political and social statements

The opinion that a CEO who focuses on the business and makes money and serves shareholders is good is also reasonable

But that’s not who Elon is

If Elon only thought about that, Tesla’s grand mission of “transition to sustainable energy” wouldn’t have come

I think it’s a stock price after all

When the stock price is good, you stay still or praise it, but when the stock price falls, you don’t like what you’re doing one by one

If you don’t like and don’t like Elon, and you’re negative about investing, you can press the sell button now

No one is stopping me
It’s a finger flick
It’s hard to invest long with complaints about owners and CEOs
Does anyone not know that the role of the owner is very important??

Tesla isn’t complete right now

There is no strength in having a flexible platform like other big tech
It’s just a manufacturing industry that costs a lot of capital
The U.S. doesn’t like things like this
It’s hard to get a high value

So, we only design semiconductors, and TSMC or Samsung produce them

The stock price is talking about this right now

I can’t stand it even now, but you want 10 or 20 times the profit??

It’s the sound of a dog

Patience is not difficult now

What’s really hard is patience when the stock price goes up
Tesla hasn’t even started yet

You’ll naturally realize that the sound of death already makes 10 and 20 times nothing more than an empty cry

Let’s get out of here and wait for the quiet time

Looking at a domestic company and looking at a U.S. company, I felt like I had opened my eyes to a new world and felt a thrill through Tesla

My faith is quite strong

Still, I’m not sure if I’ll be able to see the day of stock cancellation after being paid dividends through Tesla

Because it’s a road I’ve never been to

That’s why I have to go…!!
The rate of electrification has increased 13 times in five years from 1% in 2017 to 13% in 2022, and many experts predict that it will exceed 50% by 2028-2030. Especially, Chinese EV players are speeding like crazy.
In the midst of such fierce competition, Tesla has already begun to implement the strategy it declared since the company was founded. The mission statement “accelerating” the transition to sustainable energy is answered. “Accelerating” means reducing vehicle prices as much as possible to achieve the speed of electrification as quickly as possible.
The earnings call shows that many choddas criticized that the company would then collapse when it cut vehicle prices by nearly 20% in early 2023, but they were overcoming it through cost-cutting efforts despite some profitability hits.
Automakers typically seek to increase sales revenue per vehicle by reducing production in the era of high interest rates. However, Tesla uses a strategy to maximize profitability by lowering prices while operating the factory as much as possible, not such a shortsighted strategy.
Tesla uses a fast-penetrating strategy while legacy hesitates in a cashless EV market to get to safety.
On top of this, what if Cybertruck production stabilizes and $25,000 vehicles are released?
Many chodas criticize Tesla’s strategy of not advertising media, but they expect that Tesla will start advertising media only after it has enough production capacity to meet demand generated by advertising targeting people who don’t know EVs. But in this era of high interest rates, no one can buy a car if they don’t have money.
This (I’ve heard a lot about it) requires more vehicles on the road to collect data to complete the FSD. Think about what will happen when Tesla has enough data for the FSD to launch a robotaxi, not the question of what will happen if Tesla keeps lowering the price.

• inflation risk
  : At least hedge your investment in the U.S. index for the very long term
• AI, Robots, Energy, Self-Driving, Fortunately, Species’ Progress Risk of Being Alienated
  : Head over at least 1000 Tesla shares
• Risk of dollar slashing as U.S. debt rises
  : Hedge with at least one bit of investment
• Risk of muscle loss due to aging
  : Hedge with habit at least four times a week of weight
• Everyone is getting information, but I’m the only one who can’t get it
  : Use at least X for an hour a day
• hemorrhoids risk
  : Hedge with at least my bidet

1. The Big 3 of the battery electric vehicle is Tesla, BYD, and VW.
2. The modern day of “we” (wow with Kia) is doing very well. It’s not easy to do this well.
3. I don’t think there’s a ‘Toyota’ that’s flabbergasted on battery electric cars, but it’s at least ‘Ford, GM’.

• Ensol’s current hold-up is due to Tesla, VW, Hyundai Kia –
• Tesla, VW, Hyundai Kia’s vendor expansion and internalization strategies eventually lead to long-term Ensol earnings damage –
• So, what about GM? First, let’s talk again after winning Hyundai-Kia
  Right, it’s not
  There’s every reason not to bet on the other side of Elon Musk.