Funny enough, there's plenty of circus acts in this thread nowadays.
Let's look at the last few days, we have:
- Someone focused on short interest when the "days to cover" is literally one. One day. lolz
- Dismissing the idea of Musk leaving when he himself literally is tweeting thinly veiled threats of doing so.
- The idea that robotaxi level FSD is coming this year when it is 100x - 1000x away in reliability.
- The idea this stock with massive volume just went up 6% yesterday because some employees bought shares
- The usual dismissal and excuses of demand problems in front of obvious counter-evidence
- Lowlighting / ignoring the recent failures liek 4680 DBE capabilities.
- Claims that riding motorcycles are safer than riding bicycles
You see, people like me, we are interested in investing in the stock but only if it makes sense to us. So yeah, I would like to get into real detail understanding, for instance:
- Real potential limitations to FSD progress and realistic timelines
- State of 4680 production
- Actual ramp and margins of Megapacks
- Actual state of demand for Tesla vehicles wrt to prices and margins
- Projected growth of vehicles over next few years.
But in the midst of some real discussion on these topics, there's also ad hominem insults, and then people glossing over each issue, like
- FSD? "we're real close"
- 4680? "They said yields are improving and cost competitive this year!"
- Megapack: "Dude margins are going to be 40% and ramping 150% each year"
- Demand: "Demand is infinite!"
- "Musk said 3 million on current lines, see 50% growth in a year!"
These all have factual issues and don't help dig down further.
Why do I want to dig down further? Because I want to know how much
money is Tesla going to make.
If I have a
realistic idea of how much money they are going to make, then I can be a better investor.