Prof G Markets: Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
2025/3/3
The Prof G Pod with Scott Galloway
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Ed
参与金融播客，分析和讨论金融市场趋势和变化。
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Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
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Sean Elling
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未知
@Scott : 我预测特斯拉股价将跌破150美元，原因是其车型老化，欧洲销量暴跌，以及马斯克的负面行为影响。伯克希尔·哈撒韦支付巨额税款值得肯定，但巴菲特本人也利用避税策略，这略显虚伪。BP转向化石燃料是市场导向的，而非实质性战略转变，因为AI的快速发展导致能源需求激增，化石燃料仍然是满足短期需求的关键。英伟达财报表现强劲，但市场期望过高，导致股价小幅下跌。特朗普的金卡项目虽然可能吸引一些富人，但市场潜力有限，且可能吸引一些有问题的富人。我建议投资者应考虑转向欧洲价值股。
@Ed : 特斯拉的销量在欧洲大幅下降，反映出市场对特斯拉的反感，这与马斯克的行为和品牌关联性有关。马斯克可能会经历类似拿破仑的“滑铁卢时刻”，市场将对其失去信心。伯克希尔·哈撒韦支付巨额税款，但税收制度存在漏洞，富人可以通过合法手段大幅减少税负。BP重新转向化石燃料的决定是市场导向的，AI的快速发展导致能源需求激增，化石燃料仍然是满足短期需求的关键。英伟达财报表现强劲，但市场对其期望过高，导致股价小幅下跌，但仍算得上是胜利。特朗普的金卡项目不太可能筹集到大量资金，且可能吸引不良人物。
Deep Dive
This chapter explores Tesla's significant market cap decline due to increasing competition and controversies surrounding Elon Musk. The discussion includes comparisons with historical figures and the market's reaction.
- Tesla's market cap fell below $1 trillion, with shares down more than 25% this year.
- Elon Musk's controversies have contributed to Tesla's declining sales, especially in Europe.
- Tesla's sales are down almost 50% across Europe, while EV sales in Europe are up 40%.
- There are comparisons between Elon Musk and historical figures like Napoleon, noting the potential for a downfall.
- The discussion highlights the possibility of a 'Wellington moment' for Musk, where his invincibility is questioned.