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

[M|S|M MYP]

But...whisper number was 466,001...down we go tomorrow! /s

CONGRATS TO US!!!

 

[Iain]

soon To be released headline. “ Tesla has to lower prices to meet week demand”

 

[Moon Buggy]

1.8 million deliveries for the year ought to be a lock at this point, I would think.

 

[betstarship]

They're now at a 1,864,560 run-rate and delivered 889,015 in the first 2 quarters of 2023.

 

[Big Time]

Epic

 

[StarFoxisDown!]

Oh the cries of anyone that did after hours trading on Friday based on Elons Twitter comments .

Elon you sly dog

 

[Joe F]

Clearly, Tesla has a demand problem.

 

[betstarship]

They went from 10695 Model S/X delivered last quarter to 19255 this quarter...

 

[ThisStockGood]

Two words: HU-GE

 

[Tachyon]

Still crickets on CNBS!

I guess They are frantically trying to spin this .

 

[H Mak]

Wow that's over 80% increase over the corresponding quarter! Growth company anyone?

 

[M|S|M MYP]

Can't wait for Irwin to come on CNBS and Yahoo to say "What happened was Tesla delivered all the Q2 backlog, so now Q3 will be significantly lower, i remain bearish on $TSLA with my $80 price target!"

Come on y'all...did we really not see this coming when Cramer said he would rather buy Ford over Tesla on Friday?

I admit i had my doubts but Elon played all the doubters again!!

 

[Moon Buggy]

Feel free to rape me if we land under 2M for FY2023.

For deliveries? They would need to average like 560K per quarter for Q3 and Q4, so I dunno. I'll pass anyway, but I appreciate the offer.

 

[hobbes]

Wow that's over 80% increase over the corresponding quarter! Growth company anyone?

Looks even better in graphics
Q1+Q2 2023 only 2% below Q1+Q2+Q3 2022!

https://twitter.com/x/status/1675535815164805121

 

[Mengy]

Those are pretty good numbers.

 

[insaneoctane]

Congratulations Tesla. Excellent quarter!

 

[M|S|M MYP]

'At These Prices, I'll Take Ford Over Tesla Any Day': Jim Cramer Says There's 67% Upside And 'Minimal' Downside To The Detroit-Based Automaker

In the automotive world, Tesla Inc. (NASDAQ:TSLA) is a market darling. After surging 137% year to date, the electric vehicle (EV) maker has a market cap of over $800 billion — more than 13 times that of Ford Motor Co. (NYSE:F). But according to CNBC's Jim Cramer, you'd be missing out if you...

finance.yahoo.com

NEVER FAILS!

 

[Knightshade]

Sold beat on both sides, gap between P and D shrinking (though in fairness a big chunk of the gap in Q1 was only about 50% of S/X produced were delivered, while this quarter nearly 100% were.. gap on 3/Y P vs D didn't change a ton)

 

[dhanson865]

Looks even better in graphics
Q1+Q2 2023 only 2% below Q1+Q2+Q3 2022!

https://twitter.com/x/status/1675535815164805121

Screenshot for those that can't get to the orignal tweet.

oh and the text

Tesla reports new production record of 479,700 and record deliveries of 466,140 for 23Q2. The growth in deliveries is 10% QoQ and 83% YoY. The Tesla fleet reaches 4.5m cars. $TSLA

 

[AndrewZ]

Factset on the low side? Then I’m expecting them to trot out Refinitiv numbers that are magically 10k higher.

Now we queue up people saying that all the estimates were lowballed to produce this beat