$Tesla Motors(TSLA)$ I certain

I certainly expected that Tesla would never deliver the RWD profitably for anywhere close to the promised $40k price. I expected the mid $70s.

Which is pretty close in line to the bear case.

LOL, the entire market for Class 8 trucks is under 250,000. You think that it's within the realm of possibility that Tesla ramps to almost 10% of the market in Year 1?!?!?!

For comparison, the MY (best selling car in the world, if I remember the bull case correctly) sells about 20% of the total sales in its segment. The M3 (also a big hit) sells about 10% in its segment.

If the Tesla Semi is the biggest hit imaginable, it might hit 20% of Class 8 trucks in year 4.

Tesla itself says it won't get to volume production until late 2025. Tesla never comes anywhere close to its projections, so even if somehow, someway Tesla does the unimaginable, they would be on a run rate of 1,000/month by the end of '25...So total production (in a bull case) of 6.000 or so.

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I expected the mid $70s. Which is pretty close in line to the bear case.LOL, the entire market for Class 8 trucks is under 250,000. You think that it's within the realm of possibility that Tesla ramps to almost 10% of the market in Year 1?!?!?!For comparison, the MY (best selling car in the world, if I remember the bull case correctly) sells about 20% of the total sales in its segment. The M3 (also a big hit) sells about 10% in its segment.If the Tesla Semi is the biggest hit imaginable, it might hit 20% of Class 8 trucks in year 4.Tesla itself says it won't get to volume production until late 2025. Tesla never comes anywhere close to its projections, so even if somehow, someway Tesla does the unimaginable, they would be on a run rate of 1,000/month by the end of '25...So total production (in a bull case) of 6.000 or so.<img src=\"https://community-static.tradeup.com/news/31577f010e72718cc78dc1148801bfdc\" tg-width=\"548\" tg-height=\"315\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <v-v data-views=\"0\"></v-v>I certainly expected that Tesla would never deliver the RWD profitably for anywhere close to the promised $40k price. I expected the mid $70s. Which is pretty close in line to the bear case.LOL, the entire market for Class 8 trucks is under 250,000. You think that it's within the realm of possibility that Tesla ramps to almost 10% of the market in Year 1?!?!?!For comparison, the MY (best selling car in the world, if I remember the bull case correctly) sells about 20% of the total sales in its segment. The M3 (also a big hit) sells about 10% in its segment.If the Tesla Semi is the biggest hit imaginable, it might hit 20% of Class 8 trucks in year 4.Tesla itself says it won't get to volume production until late 2025. Tesla never comes anywhere close to its projections, so even if somehow, someway Tesla does the unimaginable, they would be on a run rate of 1,000/month by the end of '25...So total production (in a bull case) of 6.000 or so.<img src=\"https://community-static.tradeup.com/news/31577f010e72718cc78dc1148801bfdc\" tg-width=\"548\" tg-height=\"315\"></body></html>","text":"$Tesla Motors(TSLA)$ I certainly expected that Tesla would never deliver the RWD profitably for anywhere close to the promised $40k price. I expected the mid $70s. Which is pretty close in line to the bear case. LOL, the entire market for Class 8 trucks is under 250,000. You think that it's within the realm of possibility that Tesla ramps to almost 10% of the market in Year 1?!?!?! For comparison, the MY (best selling car in the world, if I remember the bull case correctly) sells about 20% of the total sales in its segment. The M3 (also a big hit) sells about 10% in its segment. If the Tesla Semi is the biggest hit imaginable, it might hit 20% of Class 8 trucks in year 4. Tesla itself says it won't get to volume production until late 2025. Tesla never comes anywhere close to its projections, so even if somehow, someway Tesla does the unimaginable, they would be on a run rate of 1,000/month by the end of '25...So total production (in a bull case) of 6.000 or so.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/353544735256592","repostId":0,"isVote":1,"tweetType":1,"viewCount":131,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":796,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353544735256592"}