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Perhaps outperformance of TSLA coming due to, Venmo FSD get suspended, Rebate in Texas for all Tesla vehicle, Honda & GM parternership fall apart.

From what I read, updated Model 3 is beautifull, removing Gear stoke and signal stoke may be hard to accept by some buyers. Those who wants to upgrade from current Model 3, it make sense to wait until new version comes out, Those who buying their First Tesla, no need to wait for Refresh Model...

It is very easy to get depresssing thoughts on TSLA these days, Recession, demand collapsing, Elon behaving badly, Elon dumping lot share on open market. From a business prospective TSLA cost structure is second to none, they will change accooding to market condition and will have decent margin.

Not many people talks about it but whatever manufacturing improvement made at Giga China has to be something special to the point China team coming over to Giga Fremont CA.

Looking at Rivian microscopically at this stage does not make sense, Big question is, can they ramp quickly ?, Rivian investment will not be pain free, Tesla lost money for good 10 years with Model S&X voulme around 100K, went almost under during Model 3 ramp.

Monroe Channel is shifting to monetise their channel, but content is still ok. As far as EV making, all big participants will make decent EV but as Elon stated Tesla’s edge will remain on manufacturing prowess, if someone makes a cool EV and loose ton of money, wall street love for that company...

People are still underestimating Federal Credit implications, If it’s go through, it’s a indirect benefit to Tesla in multi billions in higher sales and better margin over next 10 years.

People are underestimating positive impact of EV credit, it’s is good for EV industry big time, though it hasn’t passed yet but hopeful.

In some way Tesla could be lot bigger than Apple at the same time Automotive industry is brutally competitive, Sure most ICE makers are still lazy and thinking small, but logically somebody has to come out swinging challenging Tesla, may be Chinese company.

I think they are pursing compact models, but Tesla will keep their mouth shut as long as it necessary, they knows cannibalization very well.

Most people don't realize it but this quarter earning is very important, Elon is sending all kind of mixed signal, Tesla is burning ton of money because of ramp of Burlin and Texas at the same time. He even went to as far as saying Tesla is worthless unless we solve FSD, I don't buy this...

My only fear is , Tesla will increase their volume significantly over next couple years, finding buyer who is willing to pay 66K for Model Y could run into problems. Having said that, Elon is no dummy, he will come out with lower trim version of Y at lower starting price if demand becomes an issue.

It almost feel like Tesla wants to leverage their brand value, High end brand, screw it, we will increase prices, no one is close to copying our vehicle yet, let's go to Apple way, You could buy $300 Android phone but Apple say we will charge $700.00 plus, people are still buying it.

What makes it worse is, Storage business is already low margin business and rising batteries cost doesn't help, though batteries used in storage is Li Fe.

When I get obsess and worried about rising cost of EV(Tesla Model Y, 65K) my faith in EV sector, especially Tesla get shaken a little, so here is little price research on ICE competiton pricing, 2022 Honda Passport $38-46 K 2022 Acura MDX 48-72 K 2022 Toyota Highlander 35-48 K( include some...

If any EV makers can pull it out of difficult time it’s Tesla, having said this Model Y starting price of 65 K is probably testing the upper limit consumer can afford, it’s different if Tesla wants to sell half a million unit but with Berlin and Austin capacity coming they need to move 2...

Price increased is getting crazy but I think current price of Model Y, 65K is testing the limit , people have that much money ! I understand for low volume car makers it’s possible, If Tesla stay on 50% growth strategies, is it possible Tesla could sell over 1.5 millions Model Y next year with...

Sure current demand is very high, 65K for Model Y is getting bit high, is this just Tesla taking advantage of supply and demand pricing ?, Over last couple years plenty of money was supply by good stock market condition as well as crypto money, now that is not the case at the moment, I just like...

Price increase is the topic of the day in EV land, wondering what kind of component and materials cost increases in ICE world affect the pricing of ICE powered vehicles.

If There is meter for Risk tolerance, Elon would win hands down, He seems to stay totally unaffected by media criticism, stock price, law suits etc.

Price increase is the topic of the day in EV land, wondering what kind of component and materials cost increases in ICE world affect the pricing of ICE powered vehicles.

Short term Tesla will be fine, Elon and Tesla understand price elasticity very well, they will do the right thing balancing profit, demand, cost. They have a order book we don't, they taking action based on real time data.

In some respect Tesla's vehicles price increase is worry some, commodity price increase taking toll on cost of producing car but with this price increases has more complexity, we have never seen $5.00/gallon gas across the nation, California used to be the state with $4.00 plus gas, now this is...

Split news is a side saw, fundamental news trend is third and fourth quarters will be monstrous.

Always wonder how real is Naked shorting at this stage on Tesla, I get it when it was money loosing company but today's problems is more to do with growth stock getting punished due to macro condition.

People are under estimating recent Elon's strategy to cut staff, this is very good strategy , administrative type of staff should be at minimum and actual doer at sufficient level.

My take on Rivian is, stage they are at now with kind of money in the bank(17B) will make them kind of complacent , Frugality and efficiency comes under pressure. Wall street will not reward stock price unless company exceed expectation on all front.

When will Re-Rating of TSLA happen ? , FSD, BOTS, Federal credit for Tesla. One of this need to happen over next few years, Majority of companies rarely have multiple home run, Google, yet to see home run on other bets, Apple beyond Iphone really hasn’t happened. Federal Credit perhaps should...

Is he canceling Twitter deal ?

In someway fundamentally everything is fine and dandy at Tesla, but there is always something to worry ,my biggest worry is since Tesla increase prices by a lot over last year but in recession like environment prices may need to come down a little on face of increasing supply from Berlin and...

Well Written, Tesla need to put a big fear in company like Business Insider who just want to write a Click Bait articles, Tesla need to protect its brand image. People who doesn’t follow Tesla closely end up believing lies of media.

Focus on news not noise. https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-berlin-starts-working-in-two-shifts-to-ramp-up-production

If you take into account of $90.00 billions worth of stock buy back P/E is below 15. 580 million shares will retire this year.

Value erosion during sell off is always painfull but from fundamental point of view Tesla's competitive position just improved looking at Rivian, Lucid Result. Every Auto manufacturer approach to produce EV will be very similar structure to how they produce ICE vehicle, not only that soon after...

Very well analysis, but to get true economic relief from lockdown ,major cities in China need to open fully.

Recently at TED talk and Repeatedly Elon's comment about how hard is profitable volume ramp suggest, right before Model 3 ramp, lot of Machine that makes Machine were traditional contract out machinery, either Tesla had to modify lot of machinery or come out with Machine that couldn't be...

I hope Tesla report extremely good margin with rising ASP, at some point Tesla main stream vehicles line up need to come down in pricing to sub 50 K, If margin is very good now ,later decent margin with substantial higher volume will keep profitability stable.

Tesla need to play here very carefully, you can't have 4680 show huge improvement over 2170 while 4680 equip cars are limited in production to avoid cannibalization.

I have same opinion on FSD Beta, not really complaining but they really need to concentrate on Left and Right turn, winding road speed limit sign recognition should be priority as well.

So far Tesla has handled FSD rollout perfectly, they won’t go wide release until data suggests it’s ready.

Tesla bull may be baffled why stock not reacting violently higher, my explanation is Tesla short sell ratio is no longer like it used to be, any good news on company ,short sellers are the first to react and cover their positions thus immediate price spike, most long term investors buy stock...

Elon is sending cryptographic message ?, Big Bang theory !, may be Tesla wants to prove they could be highly profitable without credit, don't have courage to bet short term price movement, own plenty of share.

When you have billions in trade on stock like Tesla, cost of doing business(130K car) is nothing, when firm owns combination of stocks and option, especially on option expiry date motive could be several, you are long term bullish on stock but option you wrote against your stock or in-money...

I think there is lot more Naked short selling than people recognize, especially intraday.

May be Elon was referring to Radar maximum capacity when he mention "we were stuck in local maximum", may be there is no way to improve false positive with Radar.

Even for true long term holder, when stock price is manipulated for wrong reason and company proves their provenness, it feels good to see stock price goes up.

My rule of thumb on high growth stock is, If company revenue is growing 30-40%/year, stock is subject to fall 30-40% any time.

S&P Tracking funds got screwed, They thought they were doing a smart things by not buying when it went in index at $695.00 in hope of stock going down after index inclusion, now index looks smarter than manage fund, any fund underperform S&P 500 is such a big deal, if they can't beat index, why...