Recent content by CyberDutchie

Well, as a bull we should temper expectations about short term (this quarter) but while keeping the long term growth expectations in tact. Otherwise you’re just a flip-flopper and lose any credibility with the audience. I never thought of Ross as a strong advocate for Tesla. He is a loud...

Yes, bulls may have gotten scared by what happened after seeing Q1 production & delivery report reaction and subsequent drop. I hope they all learn to temper expectations. One example that annoyed me recently is Ross Gerber. He expected 500 deliveries and when that didn’t pan out upped his...

Just wait… there will be some speculation in the news tomorrow and Wednesday of a massive beat in earnings by Tesla. A new impossible to beat “whisper” number will be all over the financial media, just to be able to create the “Tesla missed” headlines post-earnings It is proven to work over and...

I hope so. Elon will have to address the AI risk of wiping out humanity by hiring away the smartest AI developers and building the largest training supercomputer system in the world in-house. This is probably the one thing that keeps him up at night and in his eye the only way civilization has a...

This is a great post, a much more civil, much more informative way to reply to questioning here about inventory compared to the “you are stupid” responses I’ve read from some other forum members.

So the “700m”, is that the number of vehicles of that type in the global fleet by 2030? What is that number?

I agree. While I was impressed with Zack and Tom and a few others, it was so obvious that intellectually and inspirationally, Elon stands far above all of them. But then, he is the biggest mind walking on the planet today so not easy to replace him.

For me the one thing about the whole presentation that stands out is: the whole company is working on the 20M car target. Before today you could say that number was just an inspirational number thrown out by Elon a couple of times. I expect a few analysts will update their model spreadsheets...

A nothing burger. Elon was very clear on the calls that the 50% is the average for the coming years till 2030. Some years it will be less, some years it will be more.

Why would we not be down 7 straight days, or 4 straight weeks, or 6 straight months? I don’t expect any Tesla news before the end of the year that would give hope for a rally. Futures green at best would slow down the decline. The real question for Tesla stock is: are we done with the margin...

Elon listened to the share holders when the 420 funding secured happened. Those that believed in him petitioned hard against the going private. They did not want to get forced out of the stock. Quite a few long time supporters who were believers and invested from the very beginning are now...

“Arresting the slide means changing Musk’s behavior on his social media platform.” Perception is reality, fundamentals don’t matter. Tesla brand is hurting and the market is reacting to that. Shorts are taking full advantage. Tesla board is silent. Until Elon Musk is done with this Twitter...

I wonder at what point the pressure to do something about the stock price depression is growing from inside. For someone who joined last year with stock-based compensation (ESPP) locked in for two years at then price levels of around $400 the current levels must be so demotivating. Elon has...

Ask Warren Redlich

I have bought one lucky share at that price, every investor needs one, then we can move onward and upward—should be a fairly quick ordeal