Recent content by Your Mom

How does that compare to the previous rumors of ~400 4680 model Y per week?

People keep thinking that we're going to blast off when there's no catalyst. Even if Tesla reports strong deliveries and earnings, rising interest rates and poor macros will weigh on the stock. It doesn't mean that Tesla will drop, but I can see a scenario where the overall market stays...

Tesla will be okay, but they’ll only grow 2-3X from today’s price, which is much better than the entire market being down 30%.

What’s your reasoning? I feel like we’re gonna be stuck under 300 for years. I think 2020s will be a bad decade for stocks.

This actually answers a lot of my concerns. I guess we'll get more confirmation next week. I'm hoping for 30K minimum.

I hope you are correct. This is actually the first reasonable non-demand issue explanation for the poor delivery numbers thus far. That said, if demand is really that high, why would they need to give a discount to move deliveries?

We may be entering a deep bear market this decade. Nothing will change unless the fed pivots.

It could be that Tesla overestimated demand when they approved the expansion. It's clear that at the end of Q2, Tesla management was expecting unlimited demand to continue. Now at end of Q3, it seems demand isn't unlimited.

TSLA bulls often criticize TSLA bears for looking backwards instead of forwards, but maybe the tides are turning. I recommend you read your own post. Elon clearly used large order backlogs as evidence of good demand. That may have been true by end of Q2, but we're at end of Q3. Order backlogs...

Funny how he says TSLA investors listen to all arguments and don’t mock bear arguments yet that it precisely the opposite of what all of you are doing. You’re all refusing to listen to Troy and being completely irrational. Weekly sales going down and order backlogs gone in China. If it’s not...

So what’s your rationalization? If orders are going down while backlogs have been reduced massively, that should alarm any rational investor. Why do you refuse to consider that this may be caused by demand issues? It’s been a day since Troy posted about demand issues and no one has brought up a...

I have looked into all of them, but I don’t like most of them. Solving the money problem seems more like the Gordon Johnson of the TSLA bull camp rather than a legitimate source. Same goes for Best in Tesla. Electrified doesn’t really talk about tesla financials. Tesla Economist and Dave Lee...

This is interesting. First I’m hearing about the incentive. However, how does that explain why BYD’s weekly sales moved up from 31k to 35k? Shouldn’t this also affect other automakers? Also, I would appreciate it if people dropped the troll and bear FUD accusations. Troy is a well-respected...

So your rationalization is that troy is scaremongering? If Tesla is facing demand problems, the stock will drop 90% with a PE ratio of 5-10 like the other automakers. That is a 90+% drop.

My portfolio is 99% TSLA. How are you not concerned? This isn't some TSLAQ FUD Troll; this is troyteslike, one of the most unbiased armchair analyst on twitter. There's a difference between Gordon Johnson saying Tesla has a demand problem and Troy saying it.