William85
10-21

$Tesla Motors(TSLA)$ $Ouster Inc.(OUST)$ The upcoming release of TSLA 10-Q on Wednesday is not as pivotal as the one that follows in February 2025 as the 10-K. Why? This 10-Q for Q3 performance data will not have a full reporting quarter for the "New TSLA" after Elon Musk went political. In the later 10-K for Q4 Performance Data, you will start to recognize the "Slow Leak' in TSLA's tires. 50% or more current customers will not remain customers and will drive down the rate of Return Customer purchases. Employees are also leaving, although Wage Earners will drift out the door as they get new jobs (high-paid Execs didn't need to wait to leave TSLA). Pace and Quality will lower for all TSLA manufacturing operations, and the annual 10-K will start to give evidence of that. New Recruit hiring is also affected, fewer candidates want to work for TSLA. Institutional Investors for "pick a stock' funds will also shun TSLA so their client investors are not angry about the fund investing in Elon Musk. You haven't seen the real "New Tesla" yet, in it's full shrunken form, but you will in the coming months.

Meanwhile, Sell TSLA, Buy OUST, since Ouster does follow the science instead of Elon's pride, for the best LiDAR sensors available to advance Autonomy, instead of FSD and Optimus using inferior Optical Sensors that are causing crashes.

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Comments

  • Randomppl
    10-21
    Randomppl
    Backing an obscure ticker purely because they are not political is an L take. They are diluting shareholders and are projected to be not profitable for at least another 3 years. Elon being political doesn’t diminish the innovation at Tesla.
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