Warzypants

    • WarzypantsWarzypants
      ·12-27
      Now if automotive sales were still the be all and end all of Tesla's profits, this might still be somewhat relevant. However, energy sales continue to take off, Robotaxis are going to take up any slack in the market and provide much greater margin than each unit sold would generate. So I'm still relaxed holding my $TSLA. Then comes Optimus...

      Tesla (TSLA.US) Falls Over 2% as Multiple Parties Forecast Q4 EV Deliveries May Be Below 440,000 Units

      Tesla (TSLA.US) dropped more than 2% on Friday, closing at $474.98. Regarding Tesla's fourth-quarter delivery figures, Wall Street generally anticipates around 440,000 units, though some analysts...
      Tesla (TSLA.US) Falls Over 2% as Multiple Parties Forecast Q4 EV Deliveries May Be Below 440,000 Units
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    • WarzypantsWarzypants
      ·12-26
      More ancient FUD dredged up on cue by Bloomberg. This is a non-story from 2022, where latches are provided to release car doors, but people don't know where to find them. As far as battery fires go, Teslas are about 1000x less likely to catch fire than combustion vehicles (the clue is in the word "combustion"), but no mention of that fact within this hit piece.

      Tesla Is Facing Fresh Government Scrutiny over Its Controversial Doors

      The NHTSA has launched an investigation into the doors of Tesla's Model 3 EVs after a consumer petition alleged they may not be safe in an emergency. Tesla's Model 3 sedan is the focus of the latest regulatory investigation into the Austin, Texas-based electric vehicle maker.Tesla is facing a fresh investigation from U.S. automotive-safety regulators over concerns that it may be difficult to unlatch the doors of some Model 3 sedans in the case of an emergency.The National Highway Traffic Safety Administration said the probe is focused on 179,071 model-year 2022 electric vehicles. The Tesla Model 3 is one of the Austin, Texas-based company's most popular vehicles and, along with the Model Y SUV, accounts for most of its sales.Last week, the company added a page to its website, saying the doors of its vehicles will automatically unlock and emergency services will be contacted if a "serious collision" is detected. However, Tesla noted that certain features may not be available in all reg
      Tesla Is Facing Fresh Government Scrutiny over Its Controversial Doors
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    • WarzypantsWarzypants
      ·12-20
      At long last! Delaware could see the writing on the wall should the lower court's decision had been allowed to stand. The loss of tax revenue from companies moving out of state was beginning to hit hard.

      Musk wins appeal and restores 2018 Tesla pay deal worth $56 billion

      Musk wins appeal and restores 2018 Tesla pay deal worth $56 billionBy Tom Hals WILMINGTON, Delaware, Dec 19 (Reuters) - Elon Musk's 2018 pay package from Tesla, once worth $56 billion, was restored by
      Musk wins appeal and restores 2018 Tesla pay deal worth $56 billion
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    • WarzypantsWarzypants
      ·12-19
      Ark does tend to take profits on $Tsla following a major increase in price, because that typically unbalances their portfolio and they need to bring it back within announced limits. The headline referencing "Dumping stock" tends to make this look like Ark suddenly went off $Tsla for some reason, but they remain very bullish and have taken similar actions many times before.

      Cathie Wood Dumps $11 Milllion Worth of Tesla Stock While Doubling Down on These Notable Crypto Plays

      On Thursday, Cathie Wood-led Ark Invest made significant trades involving Tesla, Coinbase, and Brera Holdings.
      Cathie Wood Dumps $11 Milllion Worth of Tesla Stock While Doubling Down on These Notable Crypto Plays
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    • WarzypantsWarzypants
      ·12-19
      Tell me you're thinking of this company and are fixated on car sales, and not as an AI company, a ride-hail company, a robotics company, an energy company ...

      This chart captures Tesla's EV sales woes - and things are about to get worse

      U.S. sales have fallen further from their 2023 peak, and Elon Musk has already told investors to brace for a 'few rough quarters'. Tesla is dealing with sales declines in the U.S., and in much of the rest of the world as well.Tesla is on track for its worst U.S. sales performance since 2022, and that's not the only region where the electric-vehicle maker is under pressure.The Austin, Texas-based company is projected to sell 125,937 electric vehicles in the U.S. between October and December, according to estimates from industry research firm Cox Automotive. That would make for a decline of more than 22% relative to a year before, when Tesla sold 162,388 units.It would also bring the total number of EVs that Tesla delivered in the U.S. this year to 577,097, an 8.9% drop versus 2024. Tesla's share of the overall U.S. automotive market is expected to have declined by half a percentage point, to 3.5%, according to the Cox estimates.Analysts attribute some of Tesla's poor performance to out
      This chart captures Tesla's EV sales woes - and things are about to get worse
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    • WarzypantsWarzypants
      ·12-18
      Another excellent "buy the dip" opportunity, courtesy of over-eager DMV officials in California. Seriously, do they think this threat to ban sales in California would stick? Apart from the fact that FSD unsupervised is demonstrated to work in Austin already, so there's nothing really to correct, Tesla could easily absorb a sales ban by using the output to augment their own Robotaxi fleet. But an amusing news item, nevertheless.

      Tesla Faces California Sales Halt Unless It Alters Marketing

      Tesla’s sales in California are set to be suspended for 30 days as a penalty for allegedly misleading consumers about its driver-assistance technology.
      Tesla Faces California Sales Halt Unless It Alters Marketing
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    • WarzypantsWarzypants
      ·12-15
      It seems that Tesla have started testing Robotaxi in Austin with no-one in the car, so in other words, no safety rider (and no paying customers for now) Ashok Alluswami posted "and so it begins". Look very bullish for $TSLA if they can smoothly transition to a substantial rollout of driverless Robotaxis in the next few weeks.
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    • WarzypantsWarzypants
      ·12-13
      For me, the AI field is a nightmare when picking the right horse to follow, with the models claiming first place in ability seemingly changing from week to week. I’m still happy to back $TSLA though, because I genuinely believe they have solved unsupervised autonomous driving and none of the other A I companies appear to have the training data to compete in this arena. With a fast ramp approaching, I can see fast monetisation for this piece of AGI, provided no black swan events emerge to spoil the party.
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    • WarzypantsWarzypants
      ·12-09
      Another "buy the dip" opportunity, thanks to this FUD and a crazy Optimus video, where a teleoperator took off his helmet and the Optimus which was handing out drinks switched itself off and fell over. Bloomberg, of course, raised doubts about the reliability of autonomy, completely ignoring the fact that it is known that older Optimus robots at events like these are teleoperated. It was a funny video, nevertheless.

      Tesla Stock Drops 3% as New Morgan Stanley Analyst Downgrades Shares, Citing Valuation

      Morgan Stanley’s newest $Tesla Motors(TSLA)$ analyst downgraded the bank’s rating on the stock, a reversal from a prior bullish position.Andrew Percoco downgraded Tesla to Equal-weight from...
      Tesla Stock Drops 3% as New Morgan Stanley Analyst Downgrades Shares, Citing Valuation
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    • WarzypantsWarzypants
      ·12-03
      It's easy to dominate the low end, unprofitable end of the market. That's not where Tesla operates.

      Tesla's China-Made EV Sales Rise 9.9% in November

      Tesla's China-made electric vehicle sales rose 9.9% in November from a year earlier, as the U.S. automaker grapples with intense competition in China and Europe.
      Tesla's China-Made EV Sales Rise 9.9% in November
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