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Tesla Adds Nvidia To Its Enemy List

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James FoordInvesting Group LeaderFollow5ShareSavePlay(7min)Comment(1)SummaryTesla, Inc. faces mounting challenges as growth slows, competition intensifies, and its valuation becomes increasingly difficult to justify.TSLA is losing EV market share to rivals like XPeng and BYD, while its China shipments and Q4 deliveries decline amid waning demand.Nvidia's Alpamayo and DRIVE platform threaten TSLA's self-driving lead, with open-source, level-4-ready tech soon debuting in Mercedes-Benz vehicles.At a P/E of 200 and a Price/Cash Flow of 100, TSLA's risk/reward profile is highly unfavorable, with significant downside potential looming.Looking for a portfolio of ideas like this one?
Tesla Adds Nvidia To Its Enemy List

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James FoordInvesting Group LeaderFollow5ShareSavePlay(7min)Comment(1)SummaryTesla, Inc. faces mounting challenges as growth slows, competition intensifies, and its valuation becomes increasingly difficult to justify.TSLA is losing EV market share to rivals like XPeng and BYD, while its China shipments and Q4 deliveries decline amid waning demand.Nvidia's Alpamayo and DRIVE platform threaten TSLA's self-driving lead, with open-source, level-4-ready tech soon debuting in Mercedes-Benz vehicles.At a P/E of 200 and a Price/Cash Flow of 100, TSLA's risk/reward profile is highly unfavorable, with significant downside potential looming.Looking for a portfolio of ideas like this one? Members of The Pragmatic Investor get exclusive access to our subscriber-only portfolios. Learn More » studiostockart/iStock via Getty Images Thesis Summary Tesla, Inc. (TSLA) saw a nice rally in its shares since the April lows, with the stock even making a new all-time high last month. And yet, Tesla’s growth story continues to be challengedThis article was written byJames Foord26.48K FollowersFollowJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth.

The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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