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Very smart by LIDL, this probably boosts their sales too.

Volvo Cars marching on towards its goal of a 15% sales increase in 2024. BEV is doing particularly well. https://www.placera.se/placera/pressmeddelanden/2024/05/06/volvo-car-ab-publ-volvo-cars-global-sales-up-27-per-cent-in-april.html

You may be right. The only reason to ever drink Prosecco or Cava would be to really wallow in the feeling of "Meh". If it's a great stock market day, I celebrate in Champagne. If it's a really poor market day, I drown my sorrows in a nice Champagne.

https://www.streetinsider.com/Hot+New+Coverage/Cantor+Fitzgerald+Starts+Tesla+%28TSLA%29+at+Overweight/23159021.html Price target 230 USD

It will be interesting to see what happens now that FSD trial is over. Reading in this thread it seems FSD is a stunning success but when I check out other threads that specifically deal with FSD experiences, the picture is much more mixed, AI, Autopilot, & Autonomous/FSD

Possibly if we talk about engineering and physics. In other subjects he has a blatant disregard for facts.

Not sure why that is important to you, but it's a few posts later.

Correct, and discussed later if you scroll on.

Probably right. So how do you view the Robotaxi opportunity? When do you believe Tesla will see revenues of it and in what magnitude?

Thanks for the explanation. I have gotten used to that you dislike all my posts so anything else would be surprising :)

Yes, right. 2 billion in profits is definitely good. But still not huge in itself perhaps.

I get that and I agree and I hope it becomes reality. But to be able to base an investment on it, I'd like to feel more comfort in the plan, not least with Tesla's habit of being extremely over optimistic with FSD timelines. I was one of those who foolishly believed FSD would be ready several...

99*12=1188 USD per year and user gives 2.4 billion USD in additional revenues per year if we count on 2 million subscribers 26,000 sold cars per month * 12 * 40,000 (approximate average selling price) would give 12.5 billion USD in additional annual revenues. Or am I missing something?

I don't really care that much what you think I should invest in, to be honest. I am heavily invested in Tesla because it is quite easy to see the shift from ICE to EV, I don't believe it will stop despite the slightly slower pace the past year, and I think Tesla will continue to benefit greatly...

Is this what is happening though? I interpreted the quarterly call such that Tesla will remain a car company and produce more models. FSD will be an important part of the offer but not the sole focus. Maybe I misunderstood. I am also not sure I understand the "high reward" part of FSD. If it...

Speaking of gambling, I closed the short trade at 165. Very happy with almost 18% profit in a few days. Now if I could only do that every week I'd very soon be richer than Musk. Then I'd by X from him, rename it to Y??, make free speech free again and build a bigger rocket than his to move...

My interpretation of the term legacy player is a car maker who has a long history of making cars and needs to transform operations from ICE / PHEV to EV, instead of someone like Tesla, Lucid or Rivian who start fresh as 100% EV makers. If that is the correct definition, then Volvo is a legacy...

FYI, Polestar will not be part of Volvo anymore: Volvo Cars publishes information brochure relating to the proposed distribution of its shareholding in Polestar

From Volvo cars report issued today: "First-quarter gross margins on the company’s EVs improved to 16 per cent from 7 per cent in the same quarter last year, which is among the best in the industry. This reflects the strong customer demand for the new Volvo EX30 SUV, which is set to bring in...

Well, seems I finally made a successful short trade 😀 But more importantly, really happy with how Tesla addressed market concerns from the past few weeks. Awful quarter but still good future prospects.

Yaay!! Good summary:

Yea, that part is quite hilarious. Even in Swedish stock forums, when someone writes something good or bad about Tesla, there is always someone interpreting that as an attempt to move the stock in either direction. Even more funny, I get the strong feeling some people actually believe they CAN...

Agreed except that I think the part about the car as an appreciating asset may be hard to sell in light of lowered FSD subscription prices and unless there is a pretty clear path to Robotaxi revenues and even more so revenue sharing.

Thank you, this is the right attitude and one that I believe is shared by any serious investor. If anyone should leave the forum, it's the ones that harass people just for having different views on the company and the stock.

Trying to start buying back some stock at 140 and more if it continues down. Even with all the current questions around future and strategy, I am confident in the continued shift from ICE to EV and I don't see how Tesla would not play an important part of that. Add to that all potential...

Sentiment really seems pitch black now. Everybody - even bulls - seem to expect Musk and company to make things worse on the earnings call. Which actually makes me think it may be time to reverse the short trade I made and buy back stock. I think there could be a relief if not all bad news are...

You also wrote he should "step away from the forum" which is what I reacted against.

If I had your conviction I would sell everything I own, leverage max and go all in on Tesla. But really, this kind of posts are ridiculous. This is a forum for anybody interested in Tesla as an investment, right? I don't think it's supposed to be a fan club only. Also, if you are a long time...

To me it seems TSLA is changing from being a rather predictable profit generator to a hope stock. Let's just hope the theme for the earnings call isn't "Just trust me, bro,"

What's the difference in Musk language?

A big difference though in that a razor without a blade is useless whereas a car without FSD is what 99.99% are currently driving. Tesla's bet is not just to get FSD working but also that enough people want it. This is concerning to me, but if they see great take rate of the 99 usd subscription...

Why would I want nearly half of the posts to be useless?

Indeed. I wrote in another post that the markets are short term irrational and long term rational. If someone doesn't believe in that, investing in stocks is pointless. I rarely make short term trades, I am too lazy and not good at it. Selling a smaller part of my Tesla shares at 165 to reinvest...

Who could have guessed... With a 39% decrease in share price this year, I think it is safe to say that your sentiment differs from that of the overall market. But at some point the market will turn from fear to greed.

Gloomy indeed.

Not much new but a pretty good summary of sentiment: https://www.barrons.com/articles/tesla-stock-price-problem-demand-fef78a84?mod=Searchresults

Oh dear, he really made a fool out of himself.

Well, either that, or enough market participants simply don't believe Tesla will generate enough cashflow in the future to justify a higher share price. The simplest explanation is often the right one.

My Mandarin is not what it could be - is this in China and is FSD 12 even available there?

What is the "napkin sketch" USD 4000 scenario, if you have one?

No need for an apology, I answered another post with what I see as recurring (and slightly tiresome) misunderstandings about how the markets work.

The regular misunderstandings I see: 1. Describing "Wall Street" as if it had a united view or agenda. Wall Street is an umbrella term to describe the financial markets and the companies that trade publicly on exchanges throughout the U.S. It can also be used to describe people who work or are...

The phrase "please enlighten us" is often used to indicate sarcasm. Are you seriously curious about what I see as the recurring misunderstandings of Wall Street on this forum? Alternatively, if you are just looking for an internet fight, I am not interested.

Not to me. I know a little bit about how the financial markets work and most of what is written about "Wall Street" here seems simply based on misunderstandings about how the markets and their different actors work.

Who are "they"? Musk's lenders? Or short sellers who hope to trigger forced sales?

Sorry, what? It's "Wall Street's" fault if Musk has gambled his Tesla stock to buy a company which he bought at a material premium without caring about whether it was profitable, with a very unclear strategy and where he told major advertisers to f*** off? How?

Interesting. I would have thought one wouldn't bother in a city but you feel the same way there too? Was it "instant love" or is it something you slowly get used to like? In your view, would one month's free subscription be enough to make you hooked?

Ouch. " You will be blocked permanently because of this comment and extreme fanboyism." :D