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Still green though 😁 With FSD nearly ready expect a lot of green to be raining.

Did he buy puts again? Or was it LEAP calls he bought and when they popped and he lost it all he went full rage on Elon and Tesla.

The Kia EV9, I guess they skimped on a design team, not my cup of tea, looks like a box, plus it's a Kia. Regardless without FSD these will all end up becoming spare battery supplies for FSD enabled vehicles.

It's not a recall it's a query, im guessing it will end with, "all good now". Im sure you are right though it will stay red for months as not other news will come out and no one will buy or sell any shares in Tesla in the interim, may as well close the forum for a few months as well.

Not sure why Reuters has this as their top story. Im sure recall queries happen regularly to all auto makers. I guess having Tesla in the headline generates a lot more clicks.

Does anyone believe anything Reuters publishes anymore?, they've lost all credibility as a news organisation.

What about the other 100+ execs who are happy to remain invested? No one knows the real reason he sold (tax, resentment over being let go, starting his own company, wants to be rich, thinks Tesla is going to fail etc) and it doesn't matter to the company in the slightest. We had this kind of...

Technical Analysis works very well, all you need is a good charting application, imagination, solid data and a time machine.

One encouraging thing form the call was that inside Tesla they can see the version we will see in 3-6 months and have set the date of Aug 8th for the RT event. Also the reports on the current public version and cadence of improvement vs previous ones leads me to believe they are close, very very...

Im sure your in-laws are nice, but you just gave me nightmare fuel. 😱

They already have the Model X, if they could cut costs on that with a new cheaper version of it (still keep the premium one), give it a solid refresh then probably there simplest way to take on this market.

Yes I agree, to illustrate this why is Model Y the best selling car in the world, now! well before any legislation is having a forcing effect?

This is Kia's in Q1. Don't think Tesla needs to be focused here hardly anyone buying them

Oh dear 84% down, that's a collapse.

It will have been made long before that, it then leaked forcing Tesla to comment on it. The shift in strategy (if it is that as they never really gave concrete plans before), doesn't mean all the design, engineering work on the next gen model is thrown away. The shift is so they can get it out...

Ron gets it!

The after hours move has left a big gap up. Wonder if these are always filled or sometimes one is left alone.

I put them on ignore, you'll be glad you did.

OEMs right now

Everything is a gamble when you think about it. Even buying and holding bonds.

What made you close your short yesterday before earnings? surely your model wouldn't have changed till after numbers were out? Has you model changed now and you are no longer short and are long?

Shorty never learns, the've have their face ripped a dozen times and still a new batch comes along and falls for the FUD.

I noticed never told us you liquidated your short position at the time but after the SP spiked 10% 🤔

The difference is volume, they only sold around 15k of their EX model in Q1. Polestar which is their EV brand had a terrible Q1. Polestar EV sales fall 40% in Q1 2024

One of the WS analysts asked this on the CC, something like "Will the new models be refreshes/Variations on the Model 3/Y" but it was bluntly rebuked. I definitely noticed frostier responses to the WS analysts questions than the ones to the investors questions, not as pointed as the iconic...

Starlink + Distributed inference compute farm all controlled by Tesla. Could be another whole business. It wont be suitable for a lot of workloads that would traditionally use AWS/Azure etc but for a lot it might be a option if they get the pricing right.

Yes, once one or two big names license the rest will follow or die. No one is ever catching up to Tesla in regards to Autonomy. Apple scrapped their autonomous project after pouring billions in, they realised it's over, Tesla has won the race.

Yes he said that

CyberCab!

Because people want a Tesla now or soon. The new models haven't been revealed yet, why would you put a deposit down when you have no idea what you are buying?

Yeah why can't they have like a video podcast quality CC with good lighting and HD video/sound.

My guess is they want to focus in on consolidating their current products and focus on Autonomy/costs etc especially with the economic climate, prudent and WS will love it. The unboxed/cheaper car will come in time I believe but the race to FSD is the key driving force. Hopefully the CC gives...

Good clarification on the direction Tesla is going in. They are cutting costs, being sensible about next products and focusing on autonomy, teasing the ride hailing app (looks very slick). Numbers were a bit better than expected hence the SP spike, sell the rumour buy the news textbook example...

I know it's not literally a phone without a connection, it's an analogy, the point is that no one would buy a Tesla and not buy the FSD (Im talking about actual FSD not supervised) the same as no one would buy a phone without a connection.

You can use the iPhone without a plan though, calculator, camera etc. But adding the connectivity makes it more compelling. I don't think FSD is all about safety (anti virus analogy) though, it's opens a lot more doors than that, i.e. attention can be focused elsewhere for the duration of the...

I agree it's not something that can be forced now, but when FSD is solved, not purchasing it with the car would be like buying an iPhone without any cell/mobile plan.

Troy should stick to collating numbers. Way out of his lane here.

If he advised that it was bad advice.

How can they be wiped out unless they were using leverage/options?

I can hear the Knives sharpening from here, damning headlines poised to be unleashed on the stroke of the report being released.

Yeah that's what I remembered, was like trying to preempt it.

Looking forward to the call as well!

I welcome valid criticism, but if someone is short the stock for shorter term gains they will tend to have a bias, also some are obvious trolls and FUDsters.

The bad quarter seems to be priced in now (probably over sold imo), so unless the results are worst than expectations (which they could be) it will be sell the rumour buy the news scenario. All will be revealed soon!

Fair enough, but I find every few people (including myself at times) who have money table for short term results are able to separate themselves from their positions and be totaly objective, if you can do that then hats off.

Why are you posting in a Tesla investors thread if you are short the stock? Sounds like you have doubts and are trying to convince yourself/others that your short is the right thing to do. Shorting a stock like Tesla has historically never worked out, ask Jim Chanos, he would be tweeting like...

There we go, at least this one is honest to some extent 😂 No doubt saw the SP falling and read some FUD then "Duh...Im gunna short now ".

I wonder how many people will sell pre earnings and try to buy back in expecting bad numbers. I tried this years ago with Covid and missed out on the big move after. I would never try and predict where SP is going short term now I just buy and hold.

Did you even read the post you quoted? Cutting the price down while scaling up which reduces costs so margins can remain higher long term is the plan. Once economics improve, interest rates fall then prices will go back up and new record profits will follow.

The numbers you post are not FUD assuming it's accurate data. However for some investors a few weeks/months/quarters numbers going down due to economic changes in nations/regions is expected as is supply/demand price discovery by Tesla. It changes nothing about the company, there have been bad...