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What would have happened had he lost? Haven't seen an answer to that so quite curious on what would have been the consequence.

I'd bet on stupid fruit company over stupid bird company. Just long calls getting killed. Nothing to see here.

And Tesla's supply is going to be where MR=MC. No one actually knows Tesla's internal equation for this but you can believe they are acting as rational actors. The Bird Chef Twit, not so much. Tesla != Elon & != TSLA.

Uncle Leo assumed Elon cares about single individuals. He does not. "Light of consciousness of humanity" Love in "general"? Thumbs up from Elon. Tim, Dick, Jane, Harry and Leo? They can F right off. His response to a child disowning him? "Can't win em all!" Elon's ruthlessness got him to...

The best clue from Elon is when he sells. He always sells at the local tops. Probably 10/10 success rate that beats all the TA in the universe.

Capitulation happened last week with the presumption that we'd rally on good P/D. Some shorts covered as well but they just placed them back on today. :( Unfortunately this is new material news that brought another leg down. Crazy thing is the street was trying to pump Tesla with good...

It depends on if WS wants it to big or small. If one was truly objective, Tesla outperformed relative to the mess of what macro has been Q4. Since they are not objective, the reports and movement will go the way that makes WS the most amount of money this week. On the subject of objectivity...

I don't think the marginal cost of building a 7 seat Model Y over a 5 seat is $3000. Worst case, Tesla can just make every Model Y a 7 seater and raise the price over the 5 seater by 1,000-1,500. The IRA classification rules are stupid without rhyme nor reason but Tesla has a realistic...

Funny how Elon wants to play the carebear when he's literally Thanos that can vaporize market cap by 50% over the weekend (on top of the existing 50%) if he really wanted to do it. And when Thanos went villain he owned it. Didn't say oh it's Powell's fault.

What is "loaded with inventory" defined as? All markets inside California is 10 hour or less drive from Fremont. If I had no cars in San Diego, I would still be listing inventory for sale. Nothing in hand but 10 hours away is "close enough". Cars are still being created as we speak. 1-3 days...

As I've mentioned earlier Elon does not care about any individuals. The only thing that matters is HIS MISSION. All else is expendable. He founded a school for his kids. Once his kids graduated, he shuttered it. The kids younger than his kids were SOL (including mine). It's realistically...

I clicked back and forth between Model 3 and Model Y for the socal market to check inventory. One of the times, I saw 4 results for Model Y. A minute later, everything is gone again. So Tesla is either spoofing or people are constantly refreshing to pounce before end of year. Being ~ 8 hours...

There have literally been selling spikes that coincides the same minute Elon tweets.

I will agree that DEMAND DESTRUCTION is a bit hubrisy. However, sometimes the best way to win is not to play. Can we say there is at least ONE lost sale from Elon's twitter adventurism? You would agree with this. How about two sales? Three? So on and so forth. The idea of magically offending...

Comeon. Some promises easier than others to keep: 1.) Announce a new factory. EASY 2.) Twitter benefit TSLA Shareholders. Uhhhh. That's a worse promise than "just the tip".

ACTUAL damage? Not that significant. It would realistically take a lot more than Elon's twitter posts before I would switch to another EV brand. Perception (not reality) is all that is needed however to annihilate the stock. That is simply not Elon's mindset. My son went to the school that...

On the average, how much juice can you get out of the typical Twitter user? Do they pay for subs? Do not click on advertisements, and buy products to please advertisers? The users who threaten to leave but stay are: 1.) Not giving Elon any money. 2.) Enjoying their time trashing Elon while...

Nice story. Too bad it's a fairy tale. Elon has no filter, no handlers, no accountability. It would be nice for him to STFU for 3 years but I don't think he can go 5 minutes. Which is fine but he needs to change to PG level topics. Unfortunately, Elon seems to be surrounded by sycophants and...

SNL Elon was his peak popularity where almost everyone loved him independent of political affiliation. Now even a significant amount of TMC despises him. No one ever saw that coming. Surely his approval rating here would have been in the high 90's prior to November.

Anyone who wants to see Tesla fail is going to be motivated to keep Elon in this quagmire.

I voted like because it was funny and I agree with you. The problem is how you go about things is as important as going about it. Diplomacy is saying "nice doggy" until you find a rock. Elon goes straight for the rock and that didn't work for him here.

It's far easier with someone other than Elon. Elon thinks Twitter could be solved with defeating S-Curves and sleeping on the office floor. He certainty FA, and he certainly found out. You can use Elon's ideas and his ruthlessness (behind the scenes) but the face in front has to be the...

My appendage would appear as if I took in an entire pharmacies supply of Viagra if Elon cut his losses and put it all back where it belonged.

Honestly, I am expecting Elon to post the AMZN/TSLA chart overlay next and ask if Jeff Bezos bought twitter. It's not reasonable to blame 600 Billion in mkt cap loss on Elon alone but that number is going to be greater than 0. I think 200 billion worth.

A pretty solid Coup De Grace to TSLA investors would be taking Tesla's cash and doing a joint investment with Twitter (Tesla bearing 99% of the risk) into a metaverse play. Our online avatars can drive around in Tesla's and fight culture wars. There is literally no better way to "unlock...

This looks like a Twitter reply, but it's actually a TSLA reply. Everything connects as illustrated below. We need to break this down: How quickly can Elon make the Bird profitable Not -anytime- soon. advertisers was fleeing before Elon was involved. When there is a downturn in spending and...

And why a 3rd shift if demand is expected to diminish? No one's really explained this to me yet.

Worst SP in 2 years but for today, I'll take ~ 6x performance over QQQ.

A penny in the green is better than 4X QQQ in the red. Hoping for that. It would be huge for sentiment, and much needed relief until the beating resumes tomorrow at 9:30 EST. More demand levers getting pulled. Not expensive for Tesla to offer. Hopefully its to "ensure a spectacular quarter"...

There's 2 hours and 8 minutes left.

Buy the dip. Golden chance for Elon to cull work from homers. Cull woke Fremont people, hire less woke Chinese people. Cull anyone not helping with revenue and EPS. Elon probably lays off 90% of Twitter if he applies the same standard to them as he is to Tesla right now.

LOL. Crazy how no one will bother to solve this for a hundred years if Tesla wasn't even trying.

Just installed 2022.12.3.2 on one of my Model 3's. Appears 12.3.1 has serious issues and this is an emergency fix?

Supply/Demand at that particularly point in time too. Some fear Giga Berlin will be as productive as Chernobyl. With strong rumors of Giga Berlin actually being alive, probably adds a floor value to those LEAPS. Buy now while you can.

I think the idea is if your company was questionably viable at 0% interest rate, it's even less viable with higher borrowing/financing costs. This would have hit Tesla in a big way when kicking off the Model 3.

Normally awesome but to throw cold water on this.. MARY BARRA did it first. Led Musk big time here! https://www.nae.edu/178250/Mrs-Mary-T-Barra

I have a feeling this argument can run all weekend. Hoping we agree to at least this: Rank the probable outcomes from last to most likely: Berlin / Austin takes away production from Fremont/Shanghai so net negative. Berlin / Austin doesn't increase production without taking the same production...

TSLA related because Elon might make good on his idea of buying FB just to shut it down. 😍🚀

Is this a real thing? Are we any day.. or some dreaded thing like "Two weeks"? A real solid is if they can announce it right after Amazon earnings so we stay above 700 this week!

GTAM 10^100 Total Addressable Market

Going to be Brokebank soon. Think they lost 20 billion on the Wework disaster. Just retracement, profit taking, etc. Volume is weak.

V2G does practically nothing for a South California and areas with good climate, stable utility services. Gamechanger and life saver for some regions like Texas where power was knocked out. Was amazing to hear stories of people keeping their babies warm by staying inside their Model 3...

Only according to Lord Voldemort * * aka the name that cannot be spoken GM is trash, ignoring them in the context of the current market. What AMD, GOOG, AAPL is proving is that the bears can GTFO. Some companies are worth their price and more. The name of that company cannot also be spoken, by...

Elon doesn't really want to be on them either. So when we have a situation where there are no winners, why play? Elon is much happier talking to people like Joe Rogan than "bone headed" analysts like Toni Sacconaghi who asks stupid questions like WHERE 25K car. Elon is so far from being bone...

Anything can happen in theory but that seems awfully rough. A plausible scenario for this kind of low is IF Tesla pulls a Peloton. Since we have too much inventory (and not enough demand), we have decided to halt producing cars until we sell through our excess. The business is doing a LOT...

I'm thankful people showed restraint on making posts regarding GREEN when we had about 80 color flips today. One of them particularly disheartening when we went from 3% up to 2% down. It's frustrating to see the day in red and us catching up on pages of pre-emptive football spiking so thanks...

r/RealTesla is the the reddit hangout of TSLAQ so makes sense he would be there.

I'm way more inclined to believe DarkandStormy is a TSLAQ plant.

The best way to talk about the product road map and defer all the 25K car questions would have been: We currently sell every Model 3/Y that we produce. There is a big demand backlog and all of our ramping efforts are to service that back log. Any new products for the near future would slow us...

Macro is weighing down on TSLA. That's why we feel beat up. Nothing we can do about it unfortunately. :(