$Tesla Motors(TSLA)$ Just a friendly reminder from a buy-and-hold, dollar cost averaging investor. "There is no bottom with shorting..." Good luck to all the casino approach stock market players.
$NIO Inc.(NIO)$ The only scam here is the short side. What exactly makes NIO a scam? The battery swap network? The chips that are set to show up in a number of other Chinese brands soon? The world model or NOMI? Maybe the real scam is something else entirely. 123456789 battery swaps says that part works. 1.2 million vehicles sold, so the cars clearly aren't the issue either.
$Tesla Motors(TSLA)$ One thing worth considering: the NHTSA probe will probably just end up validating the Cybercab. Trump appointed the agency's head, Jonathan Morrison, and Morrison's friendship with Musk goes back a ways. So Tesla could likely get a favorable outcome from the probe, which might then make it easier for the robotaxi/cybercab service to expand into other states like Florida, Nevada, and Arizona. The issue is the cash burn in this project is about to explode, which will hit Tesla's balance sheet pretty hard.
Cybercab just passed its most important test yet: real people got into a car with no steering wheel, no pedals and no driver, and came out impressed. Ride after ride looked smooth, comfortable and completely ordinary. One Cybercab even waited curbside with its hazards on until the passengers arrived, exactly as designed. That is the breakthrough. Tesla is turning something that looked like science fiction into normal transportation. This is not another prototype presentation. Cybercabs are carrying passengers on public streets in Austin right now. Every successful ride builds public confidence and produces real-world data. Now imagine thousands of these operating day and night, charging themselves and generating revenue. The future did not just arrive, it picked up its first passengers.
$NIO Inc.(NIO)$ About NIO Life. In my opinion, this part of NIO's business has not been given the proper valuation when calculating NIO's market cap. If NIO Life were an independent company, which lifestyle goods company is it most similar to? MUJI (Ryohin Keikaku Co. Ltd). MUJI's latest full year revenue: roughly $6B. Net profit: around 8%. Market cap: roughly $15B. Now look at NIO Life. NIO revealed that NIO Life generated approximately ¥10B RMB in revenue (about $1.5B) last year and they were profitable. If we value NIO Life similarly: NIO Life latest full year revenue: about $1.5B (25% of MUJI). Net profit: assume similar. Market cap: around $3.8B (assume 25% of MUJI). That's simply serving the NIO community alone, and this part of the bus
$Tesla Motors(TSLA)$ 360 in the next hour. The recall talk is just noise to me. TSLA only needs a software update to address the recalls, no extra expense involved.
$Tesla Motors(TSLA)$ It looks like large players were loading up in the 295-325 range and now seem ready to push this higher. A lot of retail got shaken out. Pretty wild to think about someone holding for 5 years only to sell, and then watch it rip just a few weeks later. That is basically wealth moving from the impatient to the patient.