Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[elasalle]

seems EM learnt what to say and not to say (from last call)

 

[henchman24]

seems EM learnt what to say and not to say (from last call)

Or he needs the stock to go up to finance something

 

[The Accountant]

Class clown at it again
View attachment 795150

Remember when Mr Johnson estimated Operating Cash Flow for Q1 at $1B . . . .the number came in at $4B.

 

[thesmokingman]

50% growth still achievable! That's fantastic news for the stock!!

Elon just said this for the next few few years!

 

[TheTalkingMule]

Here comes the Optimus trash talk nonsense. Keep it BRIEF Elon.

 

[betstarship]

Behold, Optimus!

...let's now segue to our insurance product

 

[15Peter20]

Elon smashing it!

 

[heltok]

Elon doing a good job not shooting himself in the crotch. 60% growth possible.

Imo a bit bearish. 900k + 60% = 1.44M. I though most of us were thinking ~1.6M - 100k from Shanghai = 1.5M as a bit conservative.

 

[thesmokingman]

Here comes the Optimus trash talk nonsense. Keep it BRIEF Elon.

He kept it short.

He's pretty on point on this call though I have to say.

 

[GrandEnigma]

Really is one of the best performances on an earnings call I have seen from Elon. Nothing really FUD-inducing so far.

 

[jhm]

2022 60% unit growth ~ 1.5M
2023 Cybertruck production
2024 Robotaxi production
Continuing 50% annual growth for foreseeable future
Optimus > FSD

 

[corduroy]

Really is one of the best performances on an earnings call I have seen from Elon. Nothing really FUD-inducing so far.

We still gotta get through the questions, that's where it usually goes sideways.

 

[replicant]

Really is one of the best performances on an earnings call I have seen from Elon. Nothing really FUD-inducing so far.

Gotta prove he can be a good Twitter CEO

 

[15Peter20]

I’m a relative noob. Has there been a more bullish EM earnings call than this previously?

 

[EVMeister]

I’m a relative noob. Has there been a more bullish EM earnings call than this previously?

I don't believe so. And I've listened to them for several years. Bullish AF AF.

 

[TheTalkingMule]

Imo a bit bearish. 900k + 60% = 1.44M. I though most of us were thinking ~1.6M - 100k from Shanghai = 1.5M as a bit conservative.

The language is TMC bearish, yes. But this is just the conf call language. They keep saying 50% and delivering 80%.

My worry was that they'd be somehow forced to say "hopefully 50%". Elon ended up technically raising guidance to 60%. We'll probably still see 80%

Elon's detailed commentary on gigashanghai was hyperbullish IMO. Far better than the market expected considering lockdowns. Basically implied (iirc) Shanghai 2Q production on par or better than 1Q.

 

[Electroman]

Yeah I saw that, they have almost zero debt at all now. I wonder when that credit upgrade is coming?

.but.. but .. but what about warranty reserves and the goodwill repairs? huh? huh?

 

[adiggs]

Elon just said this for the next few few years!

He and Tesla have been saying 50%+ growth for years to come, for more than a year.

The fact that wall street hears them say that, and goes and puts 20% growth into their models, is a wall street problem. Actually I think its a more conceptual / education problem. There aren't historical precedents (maybe Ford / Model T) for a manufacturing company that is production constrained for this long, with a growing production constraint problem. Amazon is kind of an analogue where a really big business was hitting 20% annual growth. That was amazing and hard to comprehend.

MBA programs etc.. don't prepare people for this. Hence our information edge over the pros.

 

[mhan00]

Jeesh, is it just me or does everyone sound pretty upbeat on this call? No one sounds exhausted like on previous calls, from my memory, anyway.

 

[15Peter20]

Very focused, coherent call assuaging investors’ worries in turbulent times IMO.