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So you are buying massively now?

Maybe. According to this source, New Zealand was ranked 30 on GPD / capita in 1976 and 25 in 2022: Historical GDP per Capita by Country | Statistics from the World Bank | 1960-2018 - knoema.com Anyway, correlation doesn't equal causation.

Judging by your nick you most likely know a lot more about New Zealand than I do, which is almost nothing, but the economy seems to have been growing fine for the past 50 years. Are you saying New Zealand would have been better off with trade restrictions?

Obviously, my view on this is very different and I believe there are lessons to be learned from the US - Japan trade in the 60:s -90:s. But this is very off topic so I leave it with that. What can we learn from the history of trade wars?

Agreed but in my - perhaps somewhat fundamental opinion - you won't gain anything by meeting trade restrictions with more trade restrictions. The country that applies free trade will win, one way or another...

I'm guessing Musk's resistance to tariffs, (by the way great to have the same opinion as him on something these days) is because it risks triggering Chinese countermeasures which could destroy Tesla's sales in China? For Tesla, not being able to compete in China must be much more concerning than...

On the other hand, TSLA's future cash flows which are needed to justify its valuation are more dependent on various unknowns, i.e. in that sense higher risk. Musk's "all in, burn the bridges" attitude amplifies concerns about this. A couple of years ago, when the story was primarily about...

Tanks are much safer for their riders than trucks, let's build more tanks.

More people wanted to sell the stock than to buy it. This pushes the stock price down.

It is a person who is not simultaneously the CEO of other companies but commits their full working time to the company they are CEO of. A few extracurricular activities, like board or organization memberships may be allowed by the CEO's board/chairman, if they are seen to benefit the company...

A lot of jobs will disappear through automation and artificial intelligence. Not even in Europe can this development be stopped by unions.

Others are following? Volvo teams up with Aurora to reveal an autonomous semi truck

You may be right about this.

I think it's more that as long as the 20 million car manufacturing plan and the yearly 50% growth goals were credible, it was easy to defend TSLA valuation and even see it as rather cheap, whereas the new direction is much more of a "pie in the sky". Successful investors tend to focus more on...

On the brighter side, it is about 126,000 inches between interventions. (By the way, METRIC SYSTEM for the love of the God you yanks worship.)

For an Olympic team to do well I would think keeping spirits high is extremely important and highly dependent on how the leader behaves.

Hardly any business in Sweden uses paper invoices any more. It's all digital.

This is concerning. Employees leaving normally refrain from this kind of statements about former workplaces.

I used to refer to TMC as a great source of knowledge beyond what was reported by public sources and I refuted the idea that it was just a fan club. Increasingly it seems to be a place where you just post whatever supports your investment thesis, whether bull or bear and particularly the ultra...

Very smart by LIDL, this probably boosts their sales too.

Volvo Cars marching on towards its goal of a 15% sales increase in 2024. BEV is doing particularly well. https://www.placera.se/placera/pressmeddelanden/2024/05/06/volvo-car-ab-publ-volvo-cars-global-sales-up-27-per-cent-in-april.html

You may be right. The only reason to ever drink Prosecco or Cava would be to really wallow in the feeling of "Meh". If it's a great stock market day, I celebrate in Champagne. If it's a really poor market day, I drown my sorrows in a nice Champagne.

https://www.streetinsider.com/Hot+New+Coverage/Cantor+Fitzgerald+Starts+Tesla+%28TSLA%29+at+Overweight/23159021.html Price target 230 USD

It will be interesting to see what happens now that FSD trial is over. Reading in this thread it seems FSD is a stunning success but when I check out other threads that specifically deal with FSD experiences, the picture is much more mixed, AI, Autopilot, & Autonomous/FSD

Possibly if we talk about engineering and physics. In other subjects he has a blatant disregard for facts.

Not sure why that is important to you, but it's a few posts later.

Correct, and discussed later if you scroll on.

Probably right. So how do you view the Robotaxi opportunity? When do you believe Tesla will see revenues of it and in what magnitude?

Thanks for the explanation. I have gotten used to that you dislike all my posts so anything else would be surprising :)

Yes, right. 2 billion in profits is definitely good. But still not huge in itself perhaps.

I get that and I agree and I hope it becomes reality. But to be able to base an investment on it, I'd like to feel more comfort in the plan, not least with Tesla's habit of being extremely over optimistic with FSD timelines. I was one of those who foolishly believed FSD would be ready several...

99*12=1188 USD per year and user gives 2.4 billion USD in additional revenues per year if we count on 2 million subscribers 26,000 sold cars per month * 12 * 40,000 (approximate average selling price) would give 12.5 billion USD in additional annual revenues. Or am I missing something?

I don't really care that much what you think I should invest in, to be honest. I am heavily invested in Tesla because it is quite easy to see the shift from ICE to EV, I don't believe it will stop despite the slightly slower pace the past year, and I think Tesla will continue to benefit greatly...

Is this what is happening though? I interpreted the quarterly call such that Tesla will remain a car company and produce more models. FSD will be an important part of the offer but not the sole focus. Maybe I misunderstood. I am also not sure I understand the "high reward" part of FSD. If it...

Speaking of gambling, I closed the short trade at 165. Very happy with almost 18% profit in a few days. Now if I could only do that every week I'd very soon be richer than Musk. Then I'd by X from him, rename it to Y??, make free speech free again and build a bigger rocket than his to move...

My interpretation of the term legacy player is a car maker who has a long history of making cars and needs to transform operations from ICE / PHEV to EV, instead of someone like Tesla, Lucid or Rivian who start fresh as 100% EV makers. If that is the correct definition, then Volvo is a legacy...

FYI, Polestar will not be part of Volvo anymore: Volvo Cars publishes information brochure relating to the proposed distribution of its shareholding in Polestar

From Volvo cars report issued today: "First-quarter gross margins on the company’s EVs improved to 16 per cent from 7 per cent in the same quarter last year, which is among the best in the industry. This reflects the strong customer demand for the new Volvo EX30 SUV, which is set to bring in...

Well, seems I finally made a successful short trade 😀 But more importantly, really happy with how Tesla addressed market concerns from the past few weeks. Awful quarter but still good future prospects.

Yaay!! Good summary:

Yea, that part is quite hilarious. Even in Swedish stock forums, when someone writes something good or bad about Tesla, there is always someone interpreting that as an attempt to move the stock in either direction. Even more funny, I get the strong feeling some people actually believe they CAN...

Agreed except that I think the part about the car as an appreciating asset may be hard to sell in light of lowered FSD subscription prices and unless there is a pretty clear path to Robotaxi revenues and even more so revenue sharing.

Thank you, this is the right attitude and one that I believe is shared by any serious investor. If anyone should leave the forum, it's the ones that harass people just for having different views on the company and the stock.

Trying to start buying back some stock at 140 and more if it continues down. Even with all the current questions around future and strategy, I am confident in the continued shift from ICE to EV and I don't see how Tesla would not play an important part of that. Add to that all potential...

Sentiment really seems pitch black now. Everybody - even bulls - seem to expect Musk and company to make things worse on the earnings call. Which actually makes me think it may be time to reverse the short trade I made and buy back stock. I think there could be a relief if not all bad news are...

You also wrote he should "step away from the forum" which is what I reacted against.

If I had your conviction I would sell everything I own, leverage max and go all in on Tesla. But really, this kind of posts are ridiculous. This is a forum for anybody interested in Tesla as an investment, right? I don't think it's supposed to be a fan club only. Also, if you are a long time...

To me it seems TSLA is changing from being a rather predictable profit generator to a hope stock. Let's just hope the theme for the earnings call isn't "Just trust me, bro,"