Maybe there's a 3rd option: Tesla does not get any credit, ICE manufacturers don't pay any fine, but they can't sell their ICE cars. Or in limited quantity. Tesla demand would explode, and CO2 would decrease faster.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
2daMoon
Mostly Harmless
Sneaky of you to reply to this before I realized Ogre had beat me to the PUNch and I deleted the original.Who has the time to read the crap posted on here for longer than a few seconds and, then, backtrack over many years to resurface it again? It's a TSLA fan site, super small inkling of the Internet
I have an epiphany that actually Mary leads, in 2025. Here's the math:View attachment 829789
The AP Interview: GM's Barra talks electric vehicles, future
General Motors CEO Mary Barra outlined an ambitious plan for her company to sell more electric vehicles in the U.S. than Tesla by the middle of this decade.apnews.com
TL: DR
You led Mary...You led
View attachment 829790
2022 H1 (Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable):
GM 1,087,615 -17.8% from 2021
Tesla 228,700 +47.4% from 2021, ~98% from Fremont factory
2025:
GM: 1.5 million
GM has the excuse of chip shortage for sales decline since 2020, but the decline started at least from 2016, per Statista (graph below). By this time of next year, it will be clear that the decline continues and its EVs sales won't be able to reverse that
Tesla: >0.5 million from Fremont, 1 million from Giga Texas, >1.5 million total. Giga Shanghai will easily produce more than 1 million next year, in its 4th year of production; from the scale of Giga Texas and what's already completed, Giga Texas will at least match that by year 4 (2025), and majority of its production will be sold domestically, as Giga Shanghai takes care of China and most of Asia and Giga Berlin takes care of Europe, etc.
So there you have it: in 2025, Tesla sales more than GM in the US, EVs or not. Remember: Mary leads = Tesla sales more than GM, Q.E.D.
Bonus: when that day arrives (Tesla becomes unequivocally #1 automaker in production and sales and every meaningful metric), $TSLA will be added to the symbolic, meaningless Dow Jones Industrial Average.
UP 8.61% AHEveryone ready for Netflix......the all mighty bellwether for how well the entire economy is doing.......to tank the stock market????
.............
- EPS: $3.20 vs $2.94 per share, according to Refinitiv.
- Revenue: $7.97 billion, vs. $8.035 billion, according to Refinitiv survey.
- Global paid net subscriber additions: A loss of 970,00 subscribers vs. expectations of a loss of 2 million, according to StreetAccount estimates.
Strong signal that bottom was in and bears are getting trapped for those who watch TA. Like I said, Tslq ETF came out exactly on the day when the market gave the strongest bull signal.
What's to stop someone from buying shares, getting verified, and then selling them immediately? Seems too easy to game for there to be any huge benefit.
And NFLX Q3 new sub outlook is worse than expected. I guess NFLX has been hammered so much that the worst may be in the past.
I had to link via Plaid so it would be a rolling verification, not a 1-time thing.
Troy's Q2 earnings forecast. Very interesting.
Through saytechnologies they'll be able to see share count and trade history
Do they keep checking in every day? As @kclifton mentioned for Plaid.
I’m already hesitant about providing my info to them in the first place and I’m definitely not okay with giving constant, daily access to my account.
You may be able to limit them, but they pull that info upon registration and periodically from that point on. Skimming their website I didn't see how often they access the data.
I'm having a hard time seeing tesla growing their deliveries by 50% in 2024. I doubt they'll manage to do so in 2025 or 2026 either unless three new factories are announced very soon. Giga Texas should in theory be slowed down a bit in 2023 by introducing 2 or 3 new models (semi might be postponed to 2024). 2023 should be an insane year though unless we have more shutdowns in china or battery shortage becomes a greater challenge.
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TheTalkingMule
Distributed Energy Enthusiast
I will not be capable of running at my peak potential after you shove a cattle pod up my ass. But I WILL now be running.
I think all the actual factories can be expanded and output more than doubled.
The Accountant
Active Member
Now updated for Dave Lee and Troy Teslike:
Why would Semi or Cybertruck slow Austin? They are non-overlapping in terms of plant floorspace and the factory was build around multiple vehicle lines.
As per technical analysis. We closed above 295 on QQQ and now officially in bull trend territory. Day traders who were waiting for a trend signal will now jump in. Bears will have to cover their shorts. Yesterday was a nice bear trap.
Momentum should get going after Earnings if it is not a miss. NFLX up 5% AH on the news they only lost 940k subscribers instead of 2M. WS has merciful forgiveness these days
Words of HABIT
Active Member
Bottom is in*. Still expect ATH by beginning of January '23 once P&D #s are out for Q4 '22.
Old Trend Line
New Trend Line
* me thinks
Old Trend Line
New Trend Line
* me thinks
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Nothing.
Though it’s possible whatever perks they do might be done similar to the way dividends are issued. You have to be a shareholder of record on a specific date.
Doubt they would do anything which is big enough a deal that anyone would go through the headache unless they already owned shares.
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