Recent content by Zaddy Daddy

This is too vague: "serious robotaxi-like performance already". This handwaves away the reality of the vast distance between current solution and a solution that drives with > 100x reduction in critical disengagements needed for a robotaxi. Will we have a the same model structure & size for...

Nice try. Papafox literally said no one believes there is long-term stock manipulation, and I pointed to 2 people who do. Next.

Well first of all I agree there is no hard set rule. However I was speaking in terms of forward PE ratios (which skate to where the puck is going one year from now). Based on Yahoo avg analysts EPS estimates for 2025, COST has a forward PE ratio of ~47.8. I'd argue that's pretty lofty. TSLA...

Sure, it's called "discounted cash flow" models. But you don't get to assign some unrealistic probability to your assumptions, then get upset when the market disagrees. Uh ok. yeah a 500 billion market cap company is heavily manipulated down from trillion dollar market cap. I'm sure it has...

Exactly. I'm glad this is coming for someone venerable like yourself. In line what I posted the other day. It saddens me that TSLA investors cannot detect the level of exaggeration in the CEO's tweets.

I sincerely hope most investors here don't believe shorting is what is holding down TSLA stock price. 1. % short interest in Tesla is like 3-4%, that's nothing. TSLA is not being shorted 30-40% like some stocks, or how it was in the past. 2. People keep pointing out the market is booming but...

Your quoted text has nothing to do with what I am talking about - which is the wording Elon uses is loose. "We are starting to get to the point where, once known bugs are fixed, it will take over a year of driving to get even one intervention." "We are starting to get to" - this is entirely...

Yes but my point is Elon is stretching assumptions as obvious with the other parts of that tweet, I think realistic to assume he's stretching this part too.

Well I focused on robotaxi because that's what the CEO said to value the company on. I'm parsing the words carefully because this is the key technology that will affect investors returns. In terms of subscriptions, I agree it should provide some boost. Here's a basic analysis, assuming $100...

I'm sorry this is so absurd on multiple levels. One, you cherry picked a moment in time that people were reporting 300 miles per critical disengagement. Now, with more data, it's around 150. The amount of caveats in Elon's statement is important. "Once known bugs are fixed". What is...

I wonder if NVDA permabulls go around thinking "GPU compute demand is infinite".

NVDA is like the alter-ego to current day TSLA, it really is more like 2020 TSLA. But actually its better than that. Just constant, insane earnings growth, with no end in sight, AND the valuation never ended up bonky. NVDA at $1000 is like a forward PE ratio of 30, it's not that crazy. TSLA...

Look how much incorrectness in just the last few pages. And ad hominem attacks Based on what quantitative performance metrics? Currently critical disengagements are at ~ 1 every 200 miles. That will need to go up 100x at least. Are you saying assuming a 100x improvement in the model in the...

Funny enough, there's plenty of circus acts in this thread nowadays. Let's look at the last few days, we have: Someone focused on short interest when the "days to cover" is literally one. One day. lolz Dismissing the idea of Musk leaving when he himself literally is tweeting thinly veiled...

Yup. I feel like people want to avoid applying the same common sense principles to Tesla / Musk as they would elsewhere. For instance, in many companies more slack is allowed for employees that are high performers that have been there a long time. If I have a employee who is high performing...