NoDidn't you just a few days ago you say that you would have to get out of TSLA if they went into mining like Elon said might be necessary?
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NoDidn't you just a few days ago you say that you would have to get out of TSLA if they went into mining like Elon said might be necessary?
And stock split…90 more hours to talk about charging cables but can we then at least get onto ER?
Even Gali isn’t convinced about Robotaxi and FSD anymoreToo much negativity in this thread today. FSD (and therefore robotaxis) is a solved problem - they will keep knocking down the remaining challenges as they have done so successfully up until now. Many of you have become rich beyond your dreams and think it impossible that TSLA will keep going up because you have never been this lucky before. It is more logical to believe that the trend will continue. Tesla will execute and TSLA will go up more than you think. The sky is not the limit.
Stop it or I will start posting super bull poems to drown out the rot.
Just put cars up 500 and give lead free, and discount if they don’t want it say 250. People love free stuff. LolElon listens to feedback on charger decision.
I find Musk’s claim hard to believe. No one, not a single owner I know, bought the wall charger. All use the mobile charging cable. That's what I've done for both of my teslas over 6 years. Also, no, it isn't the same price to install a wall charger and a nema 14-50 outlet. The outlet cost me $30 in parts and one hour of electrician time. Far less than even buying the wall charger.
Of the people buying wall chargers, how many are doing it because they aren't informed about using an outlet?
I see this as a greedy move by Tesla, in line with Apple, which is not a favorable comparison in my view.
I think robotaxi adoption will vary widely based on mostly age.Thats ark for you. They come out with wildly optimistic scenarios for all their stocks.
FSD till 2030's value does NOT come with robotaxi revenue but from FSD buy in/subscription if autonomy is mostly solved in 2 to 3 years. It will take a decade or two for Americans to even come comfortable with the idea of letting go of their cars and summon a Tesla for every day use. I would focus on battery scaling than robotaxi revenue.
I think this will be ok if they loosen up availability a lot and perhaps sell them directly at delivery sites or rent them as a subscription service.Exact situation here. Dryer plug plus mobile charger in the garage for the 3.
But now I have a Y on order and I don't care for a mobile connector.
I do think the availability will not be an issue if they stop including one with every new car.
My WAG is 8.5M vehicles at $20K gross in 2027 => 170 BI arrive at a 2025 share price of $3,815 on the auto & energy businesses alone.
Robotaxis & Optimus are like owning free options that would get the price above $3,815/shr.
That $3,815 share price would be about a $4.4T market cap.
I arrive at the $3,815 price as follows:
2025 Deliveries: 4.7m cars
2025 Global Auto market share: 5.6%
2025 GAAP Profit: $54.7B
2025 GAAP EPS: $47.68/Share
2025 Multiple: 80
EPS x Multiple = Share Price
$47.68 x 80 = $3,815
I admit that there needs to be some strong growth beyond 2025 to garner that 80 multiple. As long as Tesla has ample access to batteries, I believe they will grow strongly as they expand their product line and sales footprint.
And for the naysayers that can't believe a car company can carry a $4T valuation:
Tesla today makes on average $15k on each vehicle sold. I estimate by 2025, that will increase to about $17.5k.
Selling 4.7m vehicles at $17.5k gross profit . . . .just do the math.
Most people I have talked to didn't even know you can charge the Tesla with a NEMA 14-50. Everyone just went straight for the wall connector as it's a "required purchase". My neighbor has a S on order and bought the wall connector months ago. I am the only one between living between two Tesla owners with a Nema14-50.
The only way WS will give a 100 forward PE to TSLA at that point is if was still growing at 50% top line. According to your numbers that would mean 255 B for 2028. And forward looking as it is, WS would like to assume the same for 2029, or ~370 B.My WAG is 8.5M vehicles at $20K gross in 2027 => 170 B
(cont. production optimization and improvement, cont. extreme demand and pricing power, cont. ramp of current GFs plus one extra)
Assume 50 B for fixed costs and taxes - still 120 B left.
Given such extreme growth a 100 forward multiple seems fair.
So $12T or 12X in 5.5 years - not too shabby.
They stopped including the 14-50 adapter with the MC in 2019.When I bought my S in 2015, there was an instruction graphic on tesla.com showing electricians how to install a NEMA 14-50 upside down so the plug would hang properly. It was made obvious that the wall connector was unnecessary if you had the NEMA. What changed?
The truth will set you free. Glad Gali said it (since someone like myself would be shouted down)! Thanks, Gali!Even Gali isn’t convinced about Robotaxi and FSD anymore
They stopped including the 14-50 adapter with the MC in 2019.
Also, there used to be a 14-50 only corded MC.
FWIW, the 14-50 adapter is currently shown out of stock.
I also always travel with the mobile connector and routinely use it at remote destinations (family and friends all have 14-50 outlets in their garages).Yup. I never set out on a road trip without the mobile connector, although, the only bit that I have ever needed (in an unplanned charging situation) is the J1772 adapter. When I've actually used it, the alternative would have been being stranded somewhere.
I think this move is to extract some useful chips out of the mobile connector for powewalls or other products. Awfully a stupid way to increase margins by a few hundred bucks when you can just do a 500 dollar price hike. Even with the backlash, Elon still doesn't want to freely hand them out.So much hand wringing over a charge cord. I was in the minority, that was happy to see another boost to margins and think that probably about 50% of people buying Teslas will just put it in the trunk for emergencies and never use it. People around here were cheering every time they raise the price by $3k. The way I see it, this was a $400 price increase at the same time they were reducing wasted charge cables by those who really don't need them.
Nonetheless, I'm glad to see that Elon acted on feedback received. I think the $200 option at purchase is a good compromise.