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The question is how many cancellations and reductions in new orders will occur because of Musks recent actions.
Then if it is a significant amount, how long before someone within Tesla will be brave enough to tell him why.
At which point it will be interesting to see how he deals with it.
I guess we'll find out soon enough. If the delivery lead time suddenly drops by a few months it might be an indication (or simply an indication that supply is expanding, or demand everywhere is dropping as we enter a recession). If, on the other hand, orders and backlogs increase, it will be an indication that he is reaching a new audience by taking a principled stand. As stockholders, either way it will be an interesting ride.
 
He won't criticize autocrats, only democrats.

Musk tends to criticize/ attack people who attack him. He’s like a bear. Don’t poke him with a stick and he doesn’t try to bite you.

Many on the Left have been launching jibes at Musk for 3-4 years running. Bernie, Warren, AOC, many others. He’s been their favorite punching bag for some time.

Most autocrats on the other hand ***WANT*** Musk to have facilities in their countries. They don’t poke the bear. Even the Chinese government is very happy to have Musk in their country. Here in the US there are a fair number in the government who feel they need to poke the bear.

That said, he does criticize autocrats when they engage him negatively. Just recently he poked fun at the worlds biggest autocrat after poking him in the eye very publicly by making a stand on the Ukraine Invasion.
 
Reminds me of may 2020, must be a signal…
I was absent from this forum for a long long time and just jumping back in the forum today. My first investment is with 2019 when I'm deciding rather I should buy FSD or stocks. I've chose to use the money to buy stock instead and ends up doing ok.

I believe all of those FUDs happening right now and in the near future is continue to be noise and irrelevant. I will add more if it keeps going down and I will continue believes in this company, regardless of which political party it stands (PS where is the Political tolerance)?

Bottom line is, everyone here should focus on why buying Tesla in the first place and also when looking around it is still not hard to see that competition is nowhere near.
 
I owe Elon a lot, and love the guy, but holy crap I wish that he didn’t have a Twitter account. I personally believe that the negative consequences of his tweets outweigh the positive. And taking political stances is a big no-no, even within your own family, anywhere in the world, but especially so in the USA with its dumb two party system.

And climate change is a problem orders of magnitude bigger then free speech. We only have a few decades to prevent worldwide catastrophe. Let this extraordinarily efficient machine of a man please focus on the most pressing matter and leave social media (🤮) to lesser individuals.
 
Well you said Musk supporting white supremacists and that was the first thing that came to mind. (btw, there is a small neo nazi group that fight along with the Ukrainian army in the Donbas who may or may not be using starlink...life is full of nuances).
Azov Brigade is not neo-nazi. That is more Russian propaganda.

Azov has Jewish members and has received weapons from Israel in the past.
 
I would have preferred if there was less drama about all this. He could just vote Republican rather than making a big deal about this. But, I guess it's difficult to understand how he feels given the Democrat responses the last 2 years. The COVID factory shutdown which was prolonged and he was attacked when he protested against it. Democrats then came in power and there has been a steady stream of hate from Sanders, Warren and Co. He was made the poster child of all evil because he is a billionaire on paper. Not to mention, the whole act of wanting EVs but choosing to completely ignore the true leader to pander to UAW. I guess it all added up and he has snapped. Hopefully, he can rein it in and focus on the positives happening in his companies.
 
well, that's correct. this is wildly off topic -- if this post disappears i won't complain.

I support Ukraine and think Putin is a monster, but there are nazis in both camps, sadly. The Azov Battalion in Ukraine uses tons of Nazi imagery, and Zalenskyy just this week posted a photo of himself prominently sporting the Totenkopf logo (google it), which was worn by Nazi SS extermination camp guards. I doubt he realized this, which is undoubtedly why he deleted the post. Ukraine does have a Nazi problem, but that in no way justifies Russia's outrageous actions invading them and committing war crimes against their people, the vast majority of whom are not in any way nazis.

View attachment 805943
The Nazis are not the only military or paramilitary group to use Skulls and cross bones patches imagery.

The Finnish Air Force uses a Swastika. Is the Finnish government controlled by Nazis?

1652914580002.png
 
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Serious question: Do democrats make the ESG standards?
Cynical corporate minions toiling pointlessly, without a conscience. So ESG might have a purpose originating from one group, meaning well. The implementation gets abused unless it's called out.

Exxon in vs Tesla out - really?

There don't seem to be consistent standards, so I guess it's down to deals & hints from other parts of the business, lunches, golf course deals
 
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California Q1 2022 Tesla passes Honda.

Honda Brand Sales 38,706 or 9.1% market share
Acura Brand Sales 3,155 or 0.7% market share
Honda Group has 9.8% California market share.

Tesla 48,038 sales or 11.3% market share.

Tesla is now behind only Toyota Group which has 20.3% California market share.

Will post full brand ranking market share later.

 
Anyone thinking that demand is going to decline from here is falling into the trap of overweighting factors that are actually not very influential and discounting the factors that dominate.

This club, and presumably our social circles outside TMC, is a group of unusually well-informed, wealthy and principled people.

Most people are not this principled, or at least haven’t developed themselves enough as individuals to reach that point, and even if they would like to be so, they can’t afford it with their available time and financial resources.

Science is always our best bet rather than speculation and anecdotes which are rife with potential sources of data collection bias as well as cognitive bias in examining the data. Rigorous consumer psychology and microeconomics research shows that when making major purchasing decisions for a car, the following factors dominate:
  • Affordability
    • Sticker price/Monthly payments for poorly educated consumers
    • Total cost of ownership for knowledgeable consumers
  • Appearance/aesthetics
  • Utility
    • Range, storage space, seat count, headroom, comfort, cup holders, etc.
  • Perceived social status ramifications of the purchase
  • Perceived safety
  • Reliability
  • Performance and fun
Sorry if that seems overly cynical but this is the reality shown by the data. Self-interest tends to dominate actual purchase decisions and people will find a way to rationalize the purchase to avoid cognitive dissonance. Plenty of social justice warriors are still buying Subaru Foresters and Toyota Highlanders and 2500 sqft suburban houses with monoculture lawns because they “need it” when a bicycle and 1000 sqft would do just fine and probably make them feel less stressed about money and commuting. I do *sugar* like this too, by the way. We’re all guilty of it. Everybody gangsta until substantial personal sacrifice is required.

Also, the younger generation gets it, they’re rightly afraid of climate change affecting their future, and they’re pissed off at the status quo. Every year they’re getting older and more affluent. Every year more of them download Robinhood and WeBull and buy TSLA and AAPL. They want, more than anything else, Teslas. Not cars, not EVs—Teslas. You want to impress your 23-year-old friends or boost the status of your younger brother in high school? Buy a Tesla. Be seen driving it in real life and on social media. It’s that simple.

The best leading indicator of global youth culture for the last 30 years has been American hip hop. Social trends usually get started this way. For instance, hip hop in the late ‘80s and early ‘90s was in no small part responsible for growing the international movement to boycott South Africa until Apartheid was abolished (link).

Rappers used to boast about garages filled wall-to-wall with Mercedes, Lexus, BMW, Ferrari and Lamborghini. Now the stars are increasingly bragging about Teslas at the expense of all other brands. Representative example: Travis Scott, one of the hottest rappers in the game right now, made a music video with the Cybertruck and Boring not-flamethrowers the day after the reveal. In case you didn’t click the link, it garnered 59M views and the top comment with 4.6k likes was “He actually flexed on us with a Cybertruck”.

Meanwhile, when I ventured away from deep blue Seattle a few months ago to Nevada, Texas, and Ohio, I spoke with several conservatives of all ages about Tesla. It’s hard for the subject not to come up in small talk when I’m a 27-year-old Teslanaire going on a retirement trip. One owns a Model X and said he wishes Elon would be President. (Sadly I had to inform him that’s unconstitutional because Elon’s an immigrant, but I think I convinced him and his buddy that the US oil & gas industry is going to collapse all by itself irrespective of who’s in office and solar is our path to energy independence). Another had his mind blown by me telling him about the Cybertruck and Giga Austin. Another person I met is a die-hard patriot and gun rights activist who thinks (bless his heart) that the USA would be better off kicking California out of the Union, and he is a huge Elon supporter too. And so on.

It should also be noted that on average, conservatives in the USA drive more miles with less efficient vehicles than liberals. If they as a demographic are finally are coming around to realizing that solar and EVs are not a globalist conspiracy to take down freedom and turn America into an apocalyptic socialist hellhole ruled by The Swamp, I’m actually pretty pleased with that outcome. It’s a lot better than hearing sarcastic comments about “shoveling all this global warming off my driveway” every time it snows.

I think Tesla is going to be just fine and the worry is a waste of time. Sure, Elon is kicking the beehive again, but at least he’s being reasonable about it and not being a jerk like he was in 2018 when he was super stressed and exhausted from Production Hell. We survived that and we will definitely survive this too.
@Gigapress, I call BS on your post. No way you are only 27. Wise beyond your years my friend.
 
Do you think someone wishing you pain and hurt is a good thing?
Honestly, the number of people I care what they think is fewer than the number of fingers I have on one hand. Everyone else can go take a flying leap off my mountain and I won’t bat an eyelash.

Someone wants to wish pain and hurt on me, they should give it their best shot because I can be an overachiever when I put my mind to something and I’m a tit for tat kinda person 162 days of the year.

The real question here is why you care so much what Elon thinks or says? He doesn’t even know you exist and I’ll bet some of my own money you don’t know the whole story and thus you’re coming to some incorrect conclusions. It doesn’t make any kind of sense to say Elon is wishing pain and hurt on people. The guy is quite literally single-handedly dragging the world to a future where mankind still exists.

More likely, some bad actors have gotten under his skin and he’s feeling bullied, so he’s striking back. They deserve what they get.
 
Elon is not digging his own grave, he's building his future, same as always.

He can see the political winds are shifting away from D's and towards R's in the next two elections so he's establishing that you do not cross a man as influential as Elon Musk. Dems will lose influence in coming elections and this will cause both parties to suck up to him and catapult him and his companies to the next level of the stratosphere.

Elon does not plan ahead one or two days, he plans for the next 2-5 years. It's difficult for me to watch just how short- sighted so many TMC people have become!
Anti-China feeling and rhetoric among those who will come into power is such that American companies might be banned from doing business in China, which the prez talked about doing during the last administration. It seems likely that fossil lobbyists and others will have sufficient influence that there will be action taken to slow the spread of EV's such as a new tax on EV's or other legislation or regulatory action to advantage ICE. The things Elon says and does in the next couple of years might not spare Tesla from these powerful beliefs and interests.
 
and this:


I think his mom should have a talk with Elon because he is out control lol.
Also important to realize most people don't care about what's tweeted on Twitter, or the fake dramas the MSM gins up for clicks. Retail investors also don't move the needle on tsla stock price relative to big money funds and were going through a short term market revaluation along tesla's journey to becoming the world's most valuable company this decade, so why get wrapped around the axle on any of this? All I know is tesla will continue scaling, the global economy will be less carbon intensive, and I'm currently enjoying a beach in Maui from what tesla has already achieved.