US: News & Discussions

[GaudaNaresh]

i predicted this would happen, because trump does not understand the tarrifs game.
he often cites the US presidents of late 1800s when US had an even tougher tarriff regime than under Trump and 1880s to 1905 is when USA caught up to and surpassed UK in industrial production capacity.

So trump's logic is ' murrica became superpowwa under tariff regime, so time to level up again'

Except he forgot one thing - that supply chains of 1880s is not supply chains of 2025. Back then, supply chains were ALL localized unless dealing in exotic goods that cannot be made everywhere ( ie, buy cotton from india/usa, process it elsewhere). Back then, when Ford sold model T to UK, every single thing about the ford T was made in USA- from nuts and bolts to the engine to even the raw steel.
Same when UK sold its trains to USA - every single component was made in-house in UK.

So when you said '50% tarriff on your trains, muahahaha' you are just tarrifing british/foreign industrial production and not hurting your own.

Today, the supply chains are too integrated globally. That means, it doesnt matter if you are making stuff in USA or CHina or India, reality is, your steel will come from china, your nut will come from sri lanka, the bolt will be made locally, etc etc.

This spider-web of interdependencies in supply chain makes tarrifs a 'i shoot you AND me' move - because there is no way to tarriff a nation today without having part of your OWN industry screwed coz they are part of THAT country's supply chain in that industrial sector.

Long story short, Trump came prepared this time, reading all the brilliant moves of Hannibal Barca and mastering them. Too bad this isnt 200 BCE and tanks and drones dont give a shit about hannibals double-envelopment move, so u still lose.

 

[crazywithmath]

I was comparing Tesla to Disney.
If Tesla is worth 60-80, then Disney should be selling for a dollar, considering how bad the last few years has been for the company.

That US$ 60-80 mark I came up with is not a random estimate. Other EV makers (yes, tesla is still a car company and not a tech giant; irrespective of their tall claims) with better products and favorable indicators are valued at < US$ 50. Tesla, right now, is worth more than the next 8 most valuable carmakers combined; that valutaion makes no sense.

They had the first mover's advantage but have been sitting quietly on those laurels for years now. The latest products are uninspiring and not to mention that the chong and the European carmakers have started coming up with better products - which is why their sales have started crashing globally. Additionally, Elmo's tantrums have started upsetting the EV buyers (who lean left) across those gora nations - this probably will not end well for him because the average MAGAtard is not going to buy an EV.

Tesla stocks have long been compared with memecoins and for good reasons. If you look carefully, the wise money (institutional investors) has started deserting Tesla and the stupid money (retail investors) has joined in on instead - if the usual market dynamics are to hold, this is not really an encouraging sign.

Interestingly, that company has crazy high insider shareholding and even they have started offloading in the markets. Ergo, if you are an investor in American equities, stay away from Tesla.

 

[GaudaNaresh]

That US$ 60-80 mark I came up with is not a random estimate. Other EV makers (yes, tesla is still a car company and not a tech giant; irrespective of their tall claims) with better products and favorable indicators are valued at < US$ 50. Tesla, right now, is worth more than the next 8 most valuable carmakers combined; that valutaion makes no sense.

They had the first mover's advantage but have been sitting quietly on those laurels for years now. The latest products are uninspiring and not to mention that the chong and the European carmakers have started coming up with better products - which is why their sales have started crashing globally. Additionally, Elmo's tantrums have started upsetting the EV buyers (who lean left) across those gora nations - this probably will not end well for him because the average MAGAtard is not going to buy an EV.

Tesla stocks have long been compared with memecoins and for good reasons. If you look carefully, the wise money (institutional investors) has started deserting Tesla and the stupid money (retail investors) has joined in on instead - if the usual market dynamics are to hold, this is not really an encouraging sign.

Interestingly, that company has crazy high insider shareholding and even they have started offloading in the markets. Ergo, if you are an investor in American equities, stay away from Tesla.

This i agree with.
I am no financial expert, but i will say this - those who are thinking of shorting Tesla - DO NOT.

Tesla is one of the most overvalued stocks on the planet, which defies even MBA+ CMA holding financial planners- i know coz i have asked MY planner about tesla before and his comment was 'would you buy a shoe-box designed to look like 1995 tombraider Angelina Jolies triangle tits for a car at 70K ? No, right ? Yet tesla made that and their stock rose in value. If even Rolls Royce made that, they woldnt sell more than 4 cars of that model. So dont ask me about tesla, its like its got an antigravity field around it or something'.

Tesla is loooooooong overdue for a correction and this is the inevitable slide of tesla from being Ford of ford Model T era to being just another name that may or may not make it past 2040.