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avatara4xrbj1
2023-06-24
Analysts are doing what they can to influence the price to meet their bad price targets (as they are usually off, both ways). When Morgan Stanley is about to send the report out, I'm pretty sure the investment banker are making the necessary adjustments to theirPortfolio immediately. Tesla is close to start Dojo, which isn't price in by the analysts as they don't understand theimplications anyways. Cybertruck production ramp up seems to be going well, still aiming for a end of Q3 launch. FSD is getting very close to the free test for everyone, which will boost FSD sales for sure when people have tried it out
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avatara4xrbj1
2025-01-23
Sorry, Tesla already got 70% increase on an unclear Trump support. What we know is that Trump will reduce the energy credits and the focus on Green Cars. Guess what that means for Tesla who is making a lot of its profit from selling carbon credits (21 Billion so far)? Exactly, their profit will take a bit hit (as they are 100% margin), their sales will go down even further as their cars are going to be $7,500 more expensive. Not even talking about all those lofty future expectations like FSD (still years away from being fully autonomous If ever with their vision-only approach), whilst Waymo is ramping up from already 150,000 paid trips per week, Baidu is ramping up in China (where FSD isn't even available still).
Tesla Stock Will Get Help From Trump, Believe Investors. But How?
avatara4xrbj1
2024-11-08
Stock fundamentals don't matter for a meme stock like Tesla. We're long past that, it's just pure speculation like Palantir or $DJT which makes no revenue and huge losses but is worth $8 billion. The stock market is a joke if this is the future. I rather go and play in the casino.
Tesla Hits $1 Trillion Market Cap as Stock Rallies After Trump Win
avatara4xrbj1
2023-04-05
Total BS. "obviously"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called "competition". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts?
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avatara4xrbj1
2024-10-01
It's all a pipe dream. There won't be a 25k car and Robotaxis from Tesla won't be on the road fully autonomously for years. They will do the Waymo approach, with a human supervisor and in a geofenced area (pending regulatory approval). It can't be that only Stellantis is hurt in the US, Tesla sales will be hurt as well with all the negativity around Musk political play and stronger competition (though still not many Chinese EV's which would destroy the US car makers).
Tesla Stock Is Rising. Here's What's Moving Shares
avatara4xrbj1
2023-06-07
Lame article by short sellers. Soros has sold 16 million worth of shares, so what? He's a multi billionaire, that's like change to him. Besidesthat, it's known that he and Musk banged theirhead in the past. Shouldn't we rather look at fundamentals of a stock? That current rally shows that this was a rather stupid move, he could have made a nice win instead of a loss if heheld the shares just a bit longer.
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avatara4xrbj1
2025-09-10
So Apple is still the laggard, cheap Chinese headphones offer this feature for a quite a while now. What happened to them being the inventor of tech? Seems those days are long gone, as we can see in their last couple of iPhone iterations
Apple Launches Slimmer iPhone Air, New iPhone 17
avatara4xrbj1
2024-10-02
Said it already 3 months ago that over 1.8 million that Elon Musk promised in Q2 analyst call is a pipe dream. It will be tough for Tesla to have 1.75 million deliveries in 2024. Besides the pressure on their margin because they are only able to sell their aging cars with 0% interest against all the modern Korean and Chinese EV's. I'd even go so far to predict that Tesla will have trouble making 470k deliveries in Q4. Elon knows that his car business is gone, that's why he's spinning the Robotaxi and Robcs story. But different than his EV business where he was the first and only in the market, both Robotics and Robotaxis are crowded by long time players already. Tesla at $175 at the end of the year, which is still way too overrated for their profit.
Tesla Shares Tumble 5% After Missing Quarterly Delivery Estimates
avatara4xrbj1
2023-03-25
"Encouraging sales data from China"? Tesla isincreasing its sale why Byd, it's biggest competitor is flat so far (that's including their ICE and hybrid cars). "No demand" - when Tesla is outselling everyone else in Europe by a fair margin? If retail investors don't understand what kind of long term investment Tesla then I'm sorry forthem. Maybe stocks isn't the right thing then. Iheard saving books are still very safe :;)
Is Tesla Losing a Big Force Behind This Year’s Rally?
avatara4xrbj1
2024-10-21
Margin will be even lower, no news about the affordable cars, no $25k car, can't sell Cybertruck hence $20k price reduction. No details how Robotaxis are rolled out or when. Regulatory approval of FSD outside of US looks bad, won't happen in EU for the next years, China maybe in a couple of years. Recent death of pedestrian shows that the vision only FSD is incapable of working in low visibility settings like fog, so not even close to autonomy whilst Waymo ramps up more and more cars (especially when theit new, much cheaper cars are coming out). Lastly, Elon is pissing off every single buyer or owner with his right wing politics and antics. He needs to sell Tesla shares to pay off his interest as X makes a huge loss. He will also not get any compensation as the verdict from Delaware Chance
Tesla Earnings Preview: Progress on Robotaxi and Gains in China are Focus

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