Rough "SeekingAlpha.com" Model 3/Tesla Blog Piece. Thoughts?

[ofsvegas]

Tesla's Model 3: A 'Big Mess' That's Likely To Get Worse - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha

Tesla's Model 3: A 'Big Mess' That's Likely To Get Worse

mod edit: full text of articles is copyright violation and has therefore been removed.

 

[Xenius]

It's seeking alpha...

 

[Runt8]

Thoughts? Seeking Alpha is garbage.

 

[ofsvegas]

I had not heard of Seeking Alpha before being forwarded this article. I looked at the writers previous articles and they all seem to attack Tesla, but some of the information in this article was concerning if it were true.

 

[BobbyKings]

Seeking Alpha is a big oil sponsored Tesla shorties community.

Ignore.

 

[kengchang]

They have been singing Tesla gloom and doom for years, what's new?

 

[T34ME]

Seeking Alpha = FUD (fear, uncertainty, doubt) spread by folks with a conflict of interest and an agenda.

 

[idleuser]

Seeking Alpha is garbage but some of the stuff they mention will come to ring true if production numbers for the Model 3 doesn't go up.

 

[insaneoctane]

You left the most important part of the article out!

"Disclosure: I am/we are short TSLA.
...
Additional disclosure: I am short TSLA via long-dated options"

 

[omgwtfbyobbq]

Like everyone said, it's Seeking Alpha, which tends to be polar, negative in this case.

In terms of the post on the Tesla forums, my guess is that the employee supplier/source the OP spoke to was more likely than not rehashing gossip they had already heard during a company meeting about Tesla reducing their parts order, which is the body welding stuff that went around a month or so ago.

Granted, it's possible that someone from Tesla was actually on a call with their Bamboo laminate/rearview mirror/windshield washer bottle/etc supplier, and decided to fill them on all the issues they're having welding bodies, even that supplier has nothing to do with it, but probably not.

Given the OP's decidedly risk averse nature, I'm guessing he took watercooler talk as insider information.

 

[insaneoctane]

Does anyone else find it just a tad suspicious that Tesla doesn't tell anyone anything (I mean seriously) and then they are going to blab to a supplier for part "Z" their innermost secrets... that they are having trouble welding? I mean really?

 

[eSpiritIV]

The need for Tesla to avoid 25% import tariff? Not even a story. Just trying to create negative press out of nothing.

They are building a factory in china not to export to the USA, but to sell exclusively to China and asia. To gain a foothold in China's huge EV market

 

[TQCLove]

"Fire bad, fire not make good anything, only pain for hand when put in! Also danger for cave and hunt stick!"

"Wheel? Wheel never good. Make stuff go too much fast! Wheel BAD. Maker of wheel lose all pile of rocks"

"Stick with string? No! Stick only. String only! No one want stick with string!! Also, only work if also have stick with feather! NO ONE WANT! "

- Prehistoric Seeking Alpha

 

[JonathanD]

Seeking Alpha? OHHH you mean Tesla Shorts Anonymous! Give them a break, they've had a bad five years

 

[bro1999]

Thoughts? Seeking Alpha is garbage.

Seeking Alpha certainly has its garbage articles, but it doesn't mean every article is garbage. I bet the one(s) quoted in this thread are closer to the truth than not.

 

[bro1999]

Does anyone else find it just a tad suspicious that Tesla doesn't tell anyone anything (I mean seriously) and then they are going to blab to a supplier for part "Z" their innermost secrets... that they are having trouble welding? I mean really?

If they are under the assumption the supplier will not leak out NDA'd info to the public, I don't find it suspicious at all. Plus, if you're telling a supplier that orders for parts and equipment are being slashed immensely, you better have a good explanation besides "well....bottlenecks!".

 

[smartypnz]

Tried to read it but SA have firmly established themselves as 'I know someone who knows someone who saw somebody that looked like they might know....' kind of journalism. Hate to even use the word journalism in the same sentence.
Nice try though.

 

[kwest2]

Not all the authors are shorts. Some are longs, and some have no position. I personally think its a great site for those who appreciate contrarian views. Given inherent biases in many of the authors articles, both long and short, all of it needs to be read with a discerning eye. Heck, same thing on the Tesla fan forums and also Electrek since we're all generally biased positively towards Tesla.

 

[azred]

I always wear a tin foil hat while reading Seeking Alpha. It keeps the Beta rays out. I think President Trump gets many of his best ideas from SA.

 

[dsvick]

If Seeking Alpha were printed on paper I wouldn't line the cat box with it for fear of offending the cats.