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Warzypants

    • WarzypantsWarzypants
      ·07-19 16:40
      I'd also be looking at FSD take rate, since this subscription revenue is almost pure profit, and FSD adoption in various countries in Europe, Australia and NZ, and others should show decent growth this quarter.

      Earning Preview: Tesla Q2 EPS Expected to Surge Over 14%; AI and Autonomous Driving Progress in Focus

      $Tesla Motors(TSLA)$ is scheduled to report its second-quarter 2026 earnings after the U.S. market closes on July 22. Investors' attention has expanded far beyond the company's core automotive...
      Earning Preview: Tesla Q2 EPS Expected to Surge Over 14%; AI and Autonomous Driving Progress in Focus
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    • WarzypantsWarzypants
      ·07-10
      For those who think Tesla's recent slide below $400 means that some sort of catastrophic dip it coming and support levels have been breached, and that Rivian is coming for Model Y, I'd just offer the following counter-points: 1. $Tsla closed around $405 today, so no real evidence of support being breached; Tesla is a far stronger company now in mid-July than it was in December 2025 when it was hitting ATH at around $490; Rivian, though they produce nice cars, is still nowhere near Tesla in volume production or economies of scale, and are still losing money; Tesla, on the other hand, just had a bumper quarter with Q2 earnings due July 22nd. Unlike Q1, when the stock drifted lower on an absence of near term catalysts, Q3 sees an abundance of them. So sell at your peril!
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    • WarzypantsWarzypants
      ·06-05
      If there is more news about the Joint Venture for Terafab (possibly a new company to run it with Outside capital to help fund it), I’d be very bullish. SpaceX and Tesla both stand to make massive savings on chips if this works, but need partners to pull it off.
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    • WarzypantsWarzypants
      ·06-05
      However, S&P has a discretionary rule: the Index Committee can add an acquirer of an S&P constituent in a stock deal even if eligibility isn't fully met, to cut turnover and maintain representativeness. This might be invoked if $SPCX was to take over $TSLA, for example.

      SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rules

      UPDATE 3-SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rulesSpaceX is world's biggest-ever IPO, targeting $1.75 trillion valuationS&P 500 inclusion requires company to be profitable, among other rules SpaceX posted $4.94 billion loss in 2025Adds detail on S&P decision, background on Nasdaq rulesBy Pritam Biswas and Noel Randewich
      SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rules
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    • WarzypantsWarzypants
      ·05-06
      So, another over-the-air update? If it's Reuters you can be sure that they would omit a detail like that.

      Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue

      May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.
      Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue
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    • WarzypantsWarzypants
      ·04-02
      Well Q1 deliveries shouldn't really be compared to prior quarters, since the automotive industry is highly cyclical and Q1 is always the lowest quarter. It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.

      Automotive Segment Pressures Emerge as "New Normal" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision

      Tesla Motors continues to face increasing challenges in its core automotive business, even as CEO Elon Musk bets the company's future on artificial intelligence. Funding these ambitious AI...
      Automotive Segment Pressures Emerge as "New Normal" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision
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    • WarzypantsWarzypants
      ·03-26
      TeslaBoomerMama and Pejjy had a great discussion on YouTube discussing this scenario. Bottom line was that it's better for $Tsla shareholders to hold off selling their shares to participate in the IPO. The most likely scenario is that SpaceX IPOs around June 9th and bids for $TSLA much sooner thereafter than most people are thinking, the reason being to protect $Tsla from a possible hostile takeover. Existing Tesla shareholders would likely benefit from a takeover premium of between 20-40% (if they continue to hold $Tsla stock), whereas SpaceX shareholders would face dilution on a bid for $tsla.
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    • WarzypantsWarzypants
      ·03-20
      Oops, sorry ... I started reading this as if it was serious then noticed it was from Reuters sooo...

      NHTSA Deepens Probe into Tesla's Driver-Assistance System

      The ​U.S. auto safety regulator deepened a probe into Tesla's driver-assistance system to evaluate ‌its effectiveness in identifying degraded road conditions.
      NHTSA Deepens Probe into Tesla's Driver-Assistance System
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    • WarzypantsWarzypants
      ·03-03
      Hmm. Have to be careful when looking at Tesla's China sales. Remember that Shanghai is Tesla's export hub, serving Japan, Korea, Australia, NZ and now Canada and possibly some others. It can be misleading to look at China registrations for a particular month since for some months most of Shanghai's output is shipped off to other countries.

      Tesla Stock Falls. Why It's No Longer Getting a Boost from Oil-Price Spikes

      Tesla stock fell early Monday, along with most stocks, despite rising oil prices that, at one point, had given the electric vehicle maker a boost.Shares of Elon Musk's car company were down 2.3% at $393.48 in premarket trading, while S&P 500 and Dow Jones Industrial Average futures were both down about 1.1%.The move came as oil prices shot higher after the U.S. and Israel began military operations against Iran over the weekend. Benchmark U.S. crude prices were up 7.5% to $72.04 per barrel in early trading.In the past, Tesla stock would get a boost from spikes in oil prices, with higher gasoline prices driving buyers to check out all-electric options. That was at a time when electric-vehicle penetration of new-car sales was lower, though. Americans bought about 1.3 million cars in 2025, accounting for roughly 8% of all new car sales.Tesla stock might also be affected by weak Chinese EV sales. In February, XPeng delivered 15,256 cars, down 50% from last year. Li Auto delivered 26,421, d
      Tesla Stock Falls. Why It's No Longer Getting a Boost from Oil-Price Spikes
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    • WarzypantsWarzypants
      ·02-05
      I believe the market is right to worry about AI disrupting software companies. One only has to glance at "Macrohard", Musk's not so subtly named vehicle to attack Microsoft as a case in point. Clearly Musk believes that AI will inevitably disrupt the software space and is positioning his AI efforts to be part of that disruption.

      Selloff Wipes Out Nearly $1 Trillion from Software and Services Stocks as Investors Debate AI's Existential Threat

      SummarySoftware stocks fall on AI disruption fears, but selling intensity easesScramble to shield portfolios as AI muddies valuations, business prospectsSelloff has been overdone, analyst...
      Selloff Wipes Out Nearly $1 Trillion from Software and Services Stocks as Investors Debate AI's Existential Threat
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