ZachF
Active Member
OT:
Facebook is down and their stock is crashing...
Facebook is down and their stock is crashing...
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I have to agree with Tesla End Game's last statement ... he does appear to be simple.
Was it going downhill?I watch CNBC on their Roku app and get repeated commercials all day. Today's is for the Ford F150 Lightning. It's hilarious.
A truck driving out in the great plains......down a looooong road......likely far longer than the battery capacity. There's also a looming thunderstorm in the background! No doubt it's gonna getcha when your EV is drained!
They mention Ferrari but not Tesla? Mmh.Just finished the IDRAGroup Giga Press Uncovered video Part1.
IDRAGroup has received more than 15 GigaPresses orders so far. All Tesla?
OK, here is a little chart I made... It's TTM revenue going back to 2007q4, adjusted for inflation:
View attachment 717777
Dotted lines are projections. Q3 assumes revenues roughly went in line with published YoY sales, and Q4 assumes a slight QoQ recovery in sales.
As you can see, most auto makers have been barely able to grow revenues beyond the rate of inflation.
Tesla will probably pass Nissan next year in size. possibly in late 2023 or almost certainly in 2024, Tesla will pass Honda/Ford/GM/BMW (who are all pretty much the same size now) for the #4 world automaker spot. I think Tesla takes the crown sometime in 2025. It'll probably be the most profitable automaker well before this.
The Chinese one, LK, owns IDRA. In any event IDRA has many major manufacturers in it's client list, although Tesla seems to have taken both the first one from IDRA and the first one from LK, which is the source for Chinese Gigapress. Anyway that is what appears to be the case. Exact information is difficult to find since it isnot disclosed routinely. Both LK and IDRA described the Gigapresses as being built for electric vehicle manufacturing. Check IRDA and LK websites for more information.No, Tesla isn't even their biggest customer.
There's a Chinese robot manufacturer who buys a lot more gigapress
TABLE-Top 20 vehicles sold in the United States in Q3 2021 Top 20 selling vehicles in the U.S. in Q3 2021:
RANK VEHICLE Q3 2021 Q3 2020 PCT CHNG
1 Ford F-Series P/U 172,799 221,647 -22.0
2 Chevy Silverado-C/K P/U 123,067 147,484 -16.6
3 Ram P/U 121,704 156,157 -22.1
4 Toyota RAV4 92,252 119,214 -22.6
5 Jeep Grand Cherokee 81,704 56,447 +44.7
6 Toyota Camry 79,098 79,046 +0.1
7 Honda CR-V 76,941 98,436 -21.8
8 Honda Civic 63,619 73,083 -12.9
9 Toyota Highlander 63,184 62,230 +1.5
10 Toyota Corolla 62,196 56,612 +9.9
11 Toyota Tacoma 61,335 58,920 +4.1
12 GMC Sierra P/U 52,774 67,812 -22.2
13 Nissan Rogue 52,358 60,436 -13.4
14 Jeep Wrangler 46,043 54,071 -14.8
15 Honda Accord 43,281 56,537 -23.4
16 Ford Explorer 41,933 59,060 -29.0
17 Nissan Sentra 32,962 26,086 +26.4
18 Chevrolet Equinox 32,444 67,476 -51.9
19 Hyundai Elantra 32,049 26,653 +20.2
20 Ford Escape 26,299 46,956 -44.0
TABLE-Top 20 vehicles sold in the United States in Q3 2021:
RANK VEHICLE YTD 2021 YTD 2020 PCT CHNG
1 Ford F-Series P/U 534,831 589,034 -9.2
2 Ram P/U 434,772 402,410 +8%
3 Chevy Silverado-C/K P/U 414,389 414,650 -0.1
4 Toyota RAV4 313,447 302,574 +3.6
5 Honda CR-V 290,140 237,334 +22.2
6 Toyota Camry 256,769 204,945 +25.3
7 Nissan Rogue 234,647 167,401 +40.2
8 Toyota Corolla 217,727 166,213 +31.0
9 Honda Civic 216,575 200,941 +7.8
10 Toyota Highlander 207,564 141,301 +46.9
11 Toyota Tacoma 200,631 163,619 +22.6
12 GMC Sierra P/U 191,186 174,645 +9.5
13 Jeep Grand Cherokee 189,727 152,856 +24.1
14 Jeep Wrangler 164,709 150,202 +9.7
15 Ford Explorer 160,174 160,209 0.0
16 Honda Accord 157,988 145,291 +8.7
17 Chevrolet Equinox 151,110 191,727 -21.2
18 Ford Escape 111,791 131,753 -15.2
19 Nissan Sentra 110,821 69,873 +58.6
20 Hyundai Elantra 106,106 75,103 +41.3
That's a foul! I was only using the comparators brought up in the discussion (SV politics versus Texas politics). But I welcome you to choose your own area comparators and present the results.Yeah, it's always smart to compare a local region of 3 million people to an entire state with a population 10 times larger in order to claim Texas is politically more heterogenous. Even then, I seriously doubt the truth of your answer.
Just saw this on someone's twitter (can't say if it is related, but )OT:
Facebook is down and their stock is crashing...
down 5%, almost like what happens when the street screams that tesla should make more cars, sell them, and deliver them, and then it does.OT:
Facebook is down and their stock is crashing...
Just saw this on someone's twitter (can't say if it is related, but )
Jeff Tiedrich
@itsJeffTiedrich
·
1h
instagram is down. can I come over and look at your food
I'm totally fine with liquidating Facebook and transferring assets and cash to Tesla. Kill two birds with one stone.
say it Cramer TANG instead of FANG
Giga Austin is truly going to blow up this list. I can't wait. Target is to outsell the corolla. It'll happen faster than anyone thought possible.15 Honda Accord 43,281 56,537 -23.4 16 Ford Explorer 41,933 59,060 -29.0 17 Nissan Sentra 32,962 26,086 +26.4 18 Chevrolet Equinox 32,444 67,476 -51.9 19 Hyundai Elantra 32,049 26,653 +20.2 20 Ford Escape 26,299 46,956 -44.0
TWTR -5.81%. And it doesn't have a blackout. Macro is nastydown 5%, almost like what happens when the street screams that tesla should make more cars, sell them, and deliver them, and then it does.
Wow, cryptocurrencies have really moved the goal posts for everything!Guess the carmaker that buys advertising from CNBC......
View attachment 717727
Man, sales being down 27.4% sounds amazing!
Aaah...Mr Endgame: Troy did not claim you had changed the goalpost. He said he is looking forward to those inevitable days when you will have changed them. Reading comprehension matters....Great Q3 for Tesla....but i'd like to point out this tweet by a twitter handle @EndTesla since his handle checks out and his tweets make 100% sense
SIMPLE:
View attachment 717749
Same on CNBC so far today.Speaking of news outlets protecting their advertisers, look at this nonsense from the FT. Displaying the three pinnacles of electric motoring - BMW, VW and Polestar. The first hardly makes EV's, the second makes EV's that don't work and the third makes good EVs in tiny quantities.
View attachment 717744