TSLA 发布AI Roadmap! FSD进展如何? Snowflake财报分析!【美股分析】

老汤美股财经

8 Sept 202414:09

Summary

TLDRIn this video, host Lao Tang discusses Tesla's recently released AI Roadmap, detailing advancements in Full Self-Driving (FSD) capabilities, including the v12.5.2 update and the 'Actually Smart Summon' feature. Despite delays, the roadmap signals Tesla's commitment to AI. Lao Tang also addresses Snowflake's financial report, highlighting a dip in stock prices due to data breaches and Warren Buffett's sell-off, suggesting a wait-and-see approach for investors. The video concludes with an update on Lao Tang's public investment accounts and an invitation to join his membership for more in-depth stock insights.

Takeaways

🚀 Tesla's AI roadmap was released, detailing advancements in Full Self-Driving (FSD) capabilities, including improved reliability and new features like 'Actually Smart Summon'.
📉 Tesla's stock price was affected by the AI roadmap release and the delay in the FSD launch timeline, despite the company's ongoing business model transformation.
🔄 Tesla's AI roadmap is segmented into phases: September 2024 with v12.5.2 FSD release, October 2024 with FSD V13, and Q1 2025 for the European and Chinese FSD launch.
🤖 The AI3 computer and unified model supporting both AI3 and AI4 hardware platforms indicate Tesla's focus on software and hardware integration for autonomous driving.
🛑 Tesla's 'Actually Smart Summon' (ASS) and 'Dumb Summon' features enhance vehicle control and positioning, reflecting the company's commitment to improving user experience.
🚗 The Cybertruck is set to receive its first FSD feature, Autopark, in September 2024, showcasing Tesla's dedication to expanding its autonomous vehicle offerings.
📈 Snowflake's Q2 revenue exceeded expectations, but the stock price continued to decline due to various challenges, including data breaches and investor sentiment.
💼 The departure of Snowflake's CEO and the清仓 of shares by Warren Buffett have raised concerns among investors, impacting the company's market perception.
📊 Snowflake's financial performance, including revenue growth and EPS, is overshadowed by operational challenges and a slowdown in growth, contributing to the stock's underperformance.
💡 The presenter suggests a cautious approach towards investing in Tesla and Snowflake, recommending to wait for better entry points or signs of stability before considering new investments.

Q & A

What is the significance of Tesla's AI Roadmap for investors?
-Tesla's AI Roadmap is significant for investors as it provides a clear timeline and expectations for the development and deployment of Full Self-Driving (FSD) capabilities, which are crucial for Tesla's future growth and market perception.
What changes did Tesla announce for its FSD in September 2024?
-In September 2024, Tesla announced the release of v12.5.2 version of FSD, which improves the vehicle's autonomous driving distance by about 3 times, operates on AI3 computers with a unified model compatible with AI3 and AI4, and introduced 'Actually Smart Summon' and 'Dumb Summon' features.
How does the 'Actually Smart Summon' feature work?
-The 'Actually Smart Summon' feature allows Tesla vehicle owners to summon their cars from parking spots to a specific nearby location, enabling a scenario where the car comes to pick up the owner right outside a store.
What is the difference between 'Actually Smart Summon' and 'Dumb Summon'?
-The 'Actually Smart Summon' feature allows for the vehicle to be summoned to a specific location with more advanced autonomous capabilities, while 'Dumb Summon' is a more basic feature that allows the vehicle to be controlled to move forward or backward for minor adjustments in position.
What is the anticipated impact of Tesla's FSD V13 version on the driving experience?
-The FSD V13 version is expected to significantly enhance the driving experience by adding functionalities like parking, unparking, and reversing, and by increasing the distance between necessary interventions by about 6 times.
Why did the speaker suggest not to chase Tesla's stock after the AI Roadmap announcement?
-The speaker suggested not to chase Tesla's stock after the AI Roadmap announcement because the stock price increase was driven by market speculation, and such increases can be volatile and prone to reversal, as seen with the subsequent drop in Tesla's stock price.
What recent incident involving Snowflake raised concerns among investors?
-Snowflake faced a data breach incident in May where customer data was stolen, including sensitive information from companies like Live Nation and AT&T, due to inadequate security settings and lack of multi-factor authentication.
How did Warren Buffett's actions affect Snowflake's stock?
-Warren Buffett清仓了Snowflake的股票，这发生在一些不利事件之后，这可能会损害股票的情绪面，因为许多投资者是因为巴菲特而买入Snowflake的，他的清仓可能会让投资者怀疑Snowflake的基本面是否变差了。
What is the speaker's strategy for investing in Snowflake given its recent performance?
-The speaker suggests waiting for Snowflake to stabilize before considering an investment, as the stock has been volatile and influenced by multiple negative events, making it a risky 'falling knife' to catch.
What is the speaker's approach to managing his investment accounts during market downturns?
-The speaker's approach is to continue with regular investments like his M1 account and wait for key support levels in the market, such as the 200-day or 250-day moving averages, to make additional investments or increase positions.
What is the benefit of using Interactive Brokers (IBKR) as mentioned in the script?
-Interactive Brokers (IBKR) offers the benefit of earning a high interest rate on cash, trading fractional shares, and setting up automatic investments, which can make investing more flexible and easier for both U.S. and international clients.

Outlines

00:00

🚀 Tesla's AI Roadmap and Recent Developments

The video discusses Tesla's recent AI Roadmap and its implications. Tesla has pushed back the Full Self-Driving (FSD) launch in Europe and China to early 2025, which was initially planned for late 2024. The roadmap is divided into three phases: September 2024, October 2024, and Q1 2025. In September, Tesla is set to release the v12.5.2 FSD version, enhancing vehicle autonomy and introducing features like 'Actually Smart Summon' and 'Dumb Summon'. The AI3 computer will support a unified model for both AI3 and AI4 hardware. The October update will bring FSD V13 with advanced capabilities like automatic parking, and the plan for China and Europe's FSD is set for Q1 2025, pending regulatory approval. The video also touches on Tesla's business model transformation towards energy, AI, and robotics.

05:00

📉 Analyzing Snowflake's Q2 Earnings and Market Sentiment

The video analyzes Snowflake's second-quarter earnings, which showed a 29% year-over-year revenue growth to $868 million, exceeding expectations. Despite beating on revenue and Non-GAAP EPS, the stock price continued to decline due to various issues affecting market sentiment. These include a data breach affecting major clients,巴菲特's decision to sell off his stake, and a CEO change that created uncertainty. The video also mentions that Snowflake's EPS is expected to decline by 38%, indicating a challenging year ahead. The presenter advises caution, suggesting that it might be wise to wait for the stock to stabilize before considering an investment.

10:02

📈 Investment Strategies and Portfolio Updates

The presenter shares insights on investment strategies, emphasizing the importance of buying at a safe margin. They discuss the recent market downturn and the opportunity it presents for investors. Mentioning their own investment accounts, the presenter details their approach to index funds and tech stocks, suggesting a wait-and-see approach for Snowflake. They also promote a membership program offering educational benefits for stock market enthusiasts and invite viewers to join their community for further discussions.

Mindmap

Keywords

💡Tesla

Tesla is an American electric vehicle and clean energy company that designs, manufactures, and sells electric cars, solar energy generation systems, and energy storage products. In the video, Tesla is a central topic as the speaker discusses its AI Roadmap, which outlines the company's short-term plans for advancing its Full Self-Driving (FSD) capabilities. The roadmap includes updates to FSD software versions, improvements in autonomous driving reliability, and new features like 'Actually Smart Summon' (ASS), highlighting Tesla's ongoing innovation in the field of autonomous driving.

💡Snowflake

Snowflake is a cloud-based data warehousing company that enables organizations to consolidate data into a single cloud-based repository for improved data accessibility and business intelligence. The script mentions Snowflake's recent financial report, which despite showing revenue growth, has not been well-received by the market due to various concerns like data breaches, CEO changes, and slower growth in revenue and EPS. These factors contribute to the decline in Snowflake's stock price, illustrating the company's current challenges in maintaining investor confidence.

💡AI Roadmap

The AI Roadmap refers to Tesla's strategic plan for the development and deployment of artificial intelligence technologies, particularly in the context of its autonomous driving systems. The video highlights the roadmap's importance for investors as it provides a timeline for the release of new FSD features and improvements. For instance, the roadmap includes the release of FSD v12.5.2, which is expected to significantly enhance the autonomous driving capabilities of Tesla vehicles without the need for driver intervention.

💡FSD (Full Self-Driving)

Full Self-Driving (FSD) is a feature offered by Tesla that aims to enable fully autonomous driving capabilities in its electric vehicles. The video discusses Tesla's plans to roll out FSD in Europe and China by early 2025, which is a delay from the previously stated timeline. The script also mentions specific FSD software versions and their expected improvements, such as increased driving distances without intervention and the integration of driving on highways into a single neural network system.

💡ASS (Actually Smart Summon)

Actually Smart Summon is a feature mentioned in the video as part of Tesla's AI Roadmap. It is an upgraded version of the Summon feature that allows Tesla vehicles to autonomously navigate from a parking spot to a specific location near the owner, such as the entrance of a store. This feature exemplifies Tesla's progress in enhancing the convenience and autonomy of its vehicles, although it is still subject to refinement and improvement.

💡Cybertruck

The Cybertruck is an electric pickup truck designed by Tesla, known for its unique design and stainless steel exoskeleton. In the context of the video, the Cybertruck is highlighted as it is set to receive its first FSD feature, the Autopark function, which allows the vehicle to park itself without driver intervention. This feature is part of Tesla's broader strategy to integrate advanced autonomous driving capabilities into its vehicle lineup.

💡IBKR (Interactive Brokers)

Interactive Brokers, referred to as IBKR in the video, is a brokerage firm that offers trading services and is known for its low-cost structure and access to a wide range of investment products. The video mentions IBKR as a platform where viewers can open accounts to trade fractional shares and earn high interest on cash balances, suggesting it as an alternative investment option for those interested in diversifying their portfolios.

💡GAAP (Generally Accepted Accounting Principles)

GAAP refers to the standard framework of guidelines for financial accounting used in the United States. The video discusses Snowflake's financial results in terms of GAAP losses, which have reportedly increased, indicating that the company is not yet profitable on a GAAP basis. This is contrasted with Non-GAAP measures, which exclude certain non-cash items and are often used by companies to present a more favorable view of their financial performance.

💡EPS (Earnings Per Share)

Earnings Per Share (EPS) is a financial metric that represents a company's profit allocated to each outstanding share of common stock. The video script mentions that Snowflake's EPS is expected to decline, which is a concern for investors as it indicates a potential decrease in the company's profitability. This decline in EPS is one of the factors contributing to the negative sentiment around Snowflake's stock.

💡MFA (Multi-Factor Authentication)

Multi-Factor Authentication (MFA) is a security system that requires users to provide two or more verification factors to gain access to a resource. In the context of the video, the lack of MFA is highlighted as a contributing factor to the data breach at Snowflake, where customer data was compromised due to the use of unencrypted usernames and passwords. This incident underscores the importance of robust security measures in protecting sensitive data.

💡Drama

In the video, 'drama' refers to a series of negative events or controversies that have impacted Snowflake's reputation and investor sentiment. These include the data breach incident and the sudden replacement of the company's CEO. The term is used to describe situations that have created uncertainty and concern among stakeholders, leading to a decline in the company's stock price and a negative perception in the market.

Highlights

Tesla recently released a short-term AI Roadmap, which is a significant development for investors.

The roadmap includes plans to launch Full Self-Driving (FSD) in Europe and China by early 2025, which is a delay from the previous estimate of late 2024.

In September 2024, Tesla aims to release FSD v12.5.2, enhancing the vehicle's autonomous driving capabilities without human intervention.

The AI3 computer system will support a unified model compatible with both AI3 and AI4 hardware, streamlining development across platforms.

Tesla is introducing 'Actually Smart Summon' (ASS) to improve the vehicle summoning feature, allowing vehicles to be summoned to specific locations.

Cybertruck will receive its first FSD feature, Autopark, in September, marking a significant step for the model.

Eye-tracking functionality will be enhanced to work even when the driver is wearing sunglasses, improving driver monitoring for autopilot usage.

Tesla plans to implement an end-to-end network on highways in September, integrating different driving environments into a single neural network system.

FSD V13 is expected in October 2024, promising a comprehensive upgrade with new features like parking, canceling parking, and reversing.

Tesla's AI Roadmap indicates a business model shift towards energy, AI, and robotics, similar to Apple's and Amazon's transformations.

Snowflake's Q2 revenue was $868 million, a 29% year-over-year growth, exceeding Wall Street estimates.

Despite beating on revenue and EPS, Snowflake's non-GAAP operating profit guidance remained unchanged, hinting at increased spending.

Snowflake experienced a data breach affecting major clients like Live Nation and AT&T, raising concerns about security measures.

Warren Buffett's清仓 of Snowflake shares post-drama has negatively impacted investor sentiment.

Snowflake's CEO change and slower progress in AI compared to competitors have contributed to the stock's underperformance.

The speaker suggests waiting for a more stable market sentiment before considering investing in Snowflake.

The speaker's public account has been making strategic investments, with a current value of $128,654 in the M1 account.

The speaker offers a membership for a monthly fee of $2.99, providing access to exclusive stock market knowledge and benefits.