Search results

Troy is at 421 K deliveries for Q2. Down 9.7 % Y/Y.

FWIW once the deal was struck, it needs to be honored IMO. I agree with the majority on that. But no one is answering the underlying question- I can't think of a single founder / large shareholder/ key man who got such a deal. Why should Musk? It's considered matter of old-school honor by many...

Former justice of the Delaware Supreme Court says yesterday's vote won't do the trick. Pretty shocking. I need to read the original ruling; apparently the amount of Musk's payday is so egregious to her, she's gonna throw it out no matter what. At least according to this person. I hope this...

Confessions of a Tesla skeptic….. Before I start- Is there a creed for bears that will make them acceptable around here? I get how obnoxious the naysayers can be. I probably won’t post often, but how about this… I commit to: try to bring some humor to my posts. not post on down days...

Good post.....he doesn't need (or probably want) me to vouch for him, but add @Doggydogworld to this list. I've followed him for ~25 years on a variety of boards. This guy knows Tesla inside and out and calls out bears AND bulls when they spew nonsense. Someone to pay close attention to.

WS is very efficient at sniffing out numbers, and has already incorporated negative Q2 results into the current stock price IMO. This was proven when Q1 results came in even below the lowest estimates and the stock dropped only 5% (and basically held on to a high P/E multiple anyway). Like it or...

TLSA gained 2/3 the entire market cap of Ford today, based on pretty thin news. That's what makes it so tough to short.

Now I'M confused. All I heard in response to Tesla skeptics was "you just need to drive one." So they drive a Tesla, love the experience, and buy one. And now that they just want to keep driving it - instead of using FSD - it's somehow baffling. Pretty funny.

From Seeking Alpha: <Rebecca Tinucci, senior director of Tesla's (TSLA) Supercharger business, and Daniel Ho, director of vehicle programs and new product initiatives, will leave the company. In an email sent by Musk to senior executives, the billionaire said he would lay off all staff working...

Elon is putting on a master class.

<Right now I do not have an opinion on the Board's proposal to leave Delaware and reincorporate into Texas, because I don't understand the ramifications. Is there anyone who knows more about this topic?> Texas is pretty lightly regulated- could being incorporated there help them launch Robo...

That's my point. It's down what, 35% this year? That's the 'expectations balloon' deflating. When a stock barely budges on bad news, expectations are bottoming. That's actually a good thing.

Oddly enough, the SP might go higher even if deliveries drop Y/Y. I think the market is already expecting that. You might recall when the 1Q delivery numbers were announced, they were well below the lowest estimates (Troy's) - and the stock only went down 5%! That was surprising. There is a lot...

This is what you get for $2500 a year from Mercedes- Exclusive: Mercedes becomes the first automaker to sell autonomous cars in the U.S. that don't come with a requirement that drivers watch the road Mercedes becomes the first automaker to sell autonomous cars in the U.S. that don’t come with...

Everything I wrote was factual ( as you like to say), except the crook part, which is an opinion; but it is one shared by the vast majority of unbiased investors. If that's the hill you're going to die on (in terms of reasons the SP is down 39%), so be it.

Crooks are not driving the stock down. The EV market has stalled, and Tesla's prospects have massively changed with the delay of the next gen car. It's tough for a stock to maintain a high multiple when its growth prospects dim or are pushed way out. Remember when Tesla was at $400 and earnings...

Maybe we should give Musk credit for realizing the Gen 3 car wouldn't be profitable, given slowing EV demand, competition, etc. He had no choice but to pivot, and sell the hell out of the robotaxi vision. Stopping the Gen 3 car will probably make a lot of sense in retrospect (whether or not robo...

Maartens- Good post. This is exactly the mindset the bulls should have, IMO. Musk, for all his warts, has beaten the odds many times. Everyone who bailed during the dark days missed out on a huge score. (I for one have doubted Musk all the way, and been pretty much dead wrong. I'm still...

Long time lurker. I'm a little confused about the purpose of this forum. Even bulls who post a legitimate concern get excoriated. The best investors look for evidence contradicting their thesis, not endless cheerleading (enjoyable as that is). I understand being annoyed by a relentless barrage...