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What exquisite selectivity. Sell your tesla stock and let the only thing that remain Between us be our friendship.

Priorities change, it’s a dynamic situation, you have to trust Management’s Judgement in navigating a complex environment.

O'Dowd would say the same

Darky, how are you voting your shares? Who pays you for spreading FUD?

Steve Jobs was so conservative he sold all his apple stock, He would have never Piled up 95 billion in debt just To buy stock back.

The bonds they issue are trading way below par, they would be buying them At a bargain. It’s just a matter of how risk averse one may be, I Despise debt, hence carry no debt. Seems Elon too dislikes debt.

They can repurchase their debt back instead of buying their shares. At 6% their debt has a 15 p/e vs their stock a 30 p/ e.

20,000 employees at $100,000 cost per employee is $2 billion in savings. That buys a lot of computing.

You need a publicist.

With hindsight we are all geniuses. 2023 fourth qtr was a record by all measures, followed By a massive drop. That’s not possible to anticipate.

Free cash flow= cash flow from operations - capx Capx directed at ai chip sets Without investment in Ai compute chips there is no FSD

Propaganda

Tesla needs pricing power. Without pricing power it’s a commodity. Relying purely on price reductions is a losing proposition. For the stock to rally tesla needs pricing power and sales growth, Elons should indicate how he plans to achieve that. The cars must be so desirable that people are...

Releasing supervised FSD for $99 per month should have had a Positive effect on the stock. Because it implies additional adoption and revenue and progress Towards full autonomy. Instead it gets ignored and buried with these layoffs. Moreover, It seems tesla cannot keep its top management...

He just wants to save mankind , no ego

All this spinning gives me vertigo

He has countless options, including getting hired by Mercedes , VW etc to develope Their electric unit. But for sure he is not going to start an electric car company.

I don’t buy your explanation. Preventing Drew from join the competition is Worth more than firing him.

And you would know the exact number. Your assertions are the usual FUD

Another worthless comment

Another incorrect and worthless comment

Now it’s clear you have an agenda.

They are basically running a non profit , if so why invest in the stock.

I wonder why inside sources ( I assume) would cooperate with Reuters And feed them negative stuff. Why would they undermine the company? Are they short the stock. Does Reuters pay them for info. Or is this a pure fabrication .

Somehow I thought the roadster would be the robotaxi.

Waymo is Irrelevant

Somebody is being paid at Reuters for fake tesla new.

Robotaxis are a fantasy at this point, an aspirational thing. A tesla 2 has an immediate world market. It seems the well has been poisoned.

Before fsd is fully operational , he decides to go full robotaxi That seems far fetched. Fsd is no where near that. Again we are left adrift as nobody at tesla confirms or denies. .

Makes sense, sales catalyst . Are you implying they are desperate for sales. If you got hw4, that could be an added value.

At most 55%, from the usual nattering nabob of negativism

Agree , responding to Gerber should be beneath his contempt.

Amazing, FSD will be a need , not a want. This should drive sales In the future. If so, sales growth will eventually resume . Traffic congestion is probably at an all time high, FSD Is the antidote to traffic frustration.

Yes, break it down by colors too. Like how many reds ones.

Without sales , and pricing power , you have nothing. Now tesla has to capitalize on FSD, to both increase Sales and regain pricing power.

This drop in demand is worse than anticipated. And it’s not price, these cars are inexpensive.

Who cares

The justification for lowering car prices was affordability. Frankly $12,000 for FSD 12.3.2 beta is unaffordable to the masses. Waiting to see how this gets implemented.

Sold out bulls worried about camera calibration.

Tesla is taking steps to monetize FSD , a positive first Step in aiming for wide mass appeal.

One would think the soft quarter would be fully discounted by now, and the positive Developments in FSD would attract buying. However It seems buyers are fearful of buying before The quarterly numbers are released.

FSD ignition cycle in progress

I don’t think we will go lower after the qtr, it’s substantially discounted. Moreover at that point it will be “safe” to buy on FSD prospects. It’s difficult to choreograph this stuff. Just hold on.

Buying before this qtr numbers are released is risky. After that risk is out of the way, more likely FSD buying Will emerge.

Wall Street Will believe when FSD starts generating revenues. After so many failed attempts Tesla has to show them the money.

Tesla just announced price increases in China on April 1. This seems odd. Plus they export world wide what is not consumed Locally. That would imply a world wide slow down, which Would seem unlikely.

Inflation is a monetary phenomenon. Tesla does not drive inflation.

Hear ya, same experience. I will let the invisible hand, competition to drive the price down.

In Q1 tesla was production constraint, that in combination with tesla ads might create A demand exceeding supply situation, hence a price increase might be justified. We shall see.

Eventually I expect sold out bulls and shorts to start competing to buy the stock. These initial fsd results are very compelling.