Flowvium

Unternehmensvergleich

Seitenweise Analyse von Lieferkettenposition, institutionellen Signalen und Nachrichten-Lückenwerten.

VS

Marktkapitalisierung

MegavsTitan

Ketten-Rolle

leadervsleader

Lückenwert

20vs5

IB-Aktivität

76vs95

Umsatzmix-Vergleich

TSLA
NVDA
TSL

Tesla, Inc.

TSLA · ev-battery

leaderMega ($100B+)
Vollständiges Profil

Über

Tesla is the world's most valuable automaker and the company that catalyzed the global shift to electric vehicles. Beyond cars, its energy-storage and autonomy businesses represent potentially larger long-term opportunities. Tesla's vertically integrated approach spans battery manufacturing, AI training infrastructure, and charging networks.

Gegründet

2003

Mitarbeiter

140,000+

Hauptsitz

Austin, Texas, USA

Umsatz

$112.5B

Automotive Sales68%
Energy Generation & Storage15%
Automotive Regulatory Credits4%
Services & Other8%
Automotive Leasing5%

News-Gap-Signal

Lückenwert (Stille = Signal)20
IB-Aktivitätswert76
Medienabdeckungswert80

IB-Aktivität: MEDIUM

Institutionelle Signale

accumulating$1.0B

BlackRock

2024-08-13

accumulating$471M

BlackRock

2024-08-13

accumulating$545M

BlackRock

2024-08-13

Schlüsselbeziehungen

300750.SZ· CATL (Contemporary Amperex Technology)
supplier
6752.T· Panasonic Energy (Panasonic Holdings)
supplier
373220.KS· LG Energy Solution
supplier
NVDA· NVIDIA Corporation
supplier
ALB· Albemarle Corporation
supplier
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Vollständiges Profil

Über

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Gegründet

1993

Mitarbeiter

32,000+

Hauptsitz

Santa Clara, California, USA

Umsatz

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News-Gap-Signal

Lückenwert (Stille = Signal)5
IB-Aktivitätswert95
Medienabdeckungswert98

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Schlüsselbeziehungen

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer