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I'll have some anecdotal evidence for myself when I go to pick up my Quicksilver Y on Saturday.

You’re forgetting about all of the excess production from Q1. Tesla could lower production rates materially (and they definitely are lowering production rates and laying off corresponding workers) and the excess inventory still more than accounts for that Look at China. There’s rumors that...

Macro's are coming to the rescue for ya ;)

Based on the inventory trackers, that's not going to be the case for the rest of Q2 after the .99% promo. If anything the .99% promo may come back in mid Q3.

I would argue pretty representative actually. 2020-2022 was all about it becoming clear to the market that Tesla was going to be the leader in EV's and do it profitably even though it felt apart because of multiple reasons that we all know. Tesla solving and monetizing autonomy in a big way...

Yeah I was talking about the period of Q4 2022 prior to the OpenAI announcement. Before that, it was all talk of crypto demand waning and demand for Nvidia gaming GPU's being low. Yes a bunch of stocks were down.....Nvidia was down materially more than the big tech companies were with the...

I think some forget how hated Nvidia was as a stock literally days before the ChatGP moment. It rallied 50% in the matter of 2 months before any of the growth it's been experiencing hit the actual earnings.

Just boils down to what your investment thesis is for TSLA. DLL's post is completely accurate for that Nvidia/TSLA comparison...based on both companies current core businesses today. The next 2-3 years for Nvidia is the continuation of it's current core business and while on a very impressive...

I’ve heard this bull catalysts for like 1-2 years straight now at this point…and yet it hasn’t materialized.

Yes Europe is the only territory that’s tracking worse than Q1, but it’s the smallest of the 3 markets. The other 2, larger territories are showing material better numbers than Q1. Things like the Norway price cuts are immaterial because their small %..especially if prices are stable in the...

Feels like you’re letting negative bias cloud some data. China is 15% ahead of Q1 and that’s before the 0% or $0 down incentive started. Model Y US inventory has dropped dramatically since the .9% was announced and I’d venture to say it will remain low for June. Model 3 refresh is finally...

Man I would be over the moon for this scenario to play out. Could reload/add to my CC’s in a heavy way this summer now that time decay has really wiped out most of the value of the CC’s I sold back in summer of 2023 since they expire in mid to late 2024 and I would be in a much stronger...

This is not me calling you out, I dont bother to follow that level of charting so what you’re saying very well could be valid…but the idea that you can just change how you measure a chart or use a different chart is just hilarious to me I’ll be one of those people that saying has broken out of...

Since when is a .9% after hours move something to talk about? I don’t even think you could say it got “rejected” because after hours trading volume is immaterial to regular trading hours volume

China sales are now ahead of Q1 by 15% currently And this is without the impact of the 0% or $0 down deal that just got announced

I don’t know why it’s all the surprising about how the stock is trading. Q1 earnings reactions and I should say (the flush of shareholders wanting out selling before Q1 earnings) has simply reset why anyone would hold shares nowadays….autonomy. Most shareholders today are holding because of...

The fact that it’s going up intraday makes the dynamic different though than TSLA opening higher and then selling off to mark the near term high Intraday rallies with volume have more substance

Will be my only response as to not go too far into the weeds. But the way I understand it (and someone correct me if I'm wrong), the data captured by the fleet isn't useful but the platform, including the NN's and the hardware, is entirely from FSD. They're essentially using the FSD platform...

The fear of Elon taking AI elsewhere has quite a bit of FUD attached to it. Could he take the Optimus team with him? Sure. He can't take the actual hardware and progress that's been made. But he can take the minds. As for FSD, this is where the FUD is. There's simply no way that Elon can take...

Makes sense and it logical. But at the same time, Tesla is playing with fire here in that they're asking disgruntled shareholders to re-approve a pay package without offering a carrot to help those disgruntled shareholders to help swallow their pride. Again I think it's just in the poorest...

One thing I think Tesla made a mistake on, and maybe this isn't legally possible, but they should have announced a new pay package that would also get voted, with much higher target's for Elon to hit (like say a 3 trillion dollar valuation) and say that in order for this pay package to go...

Seeing quite a few hardcore Tesla Twitter bulls selling some of their positions out of fear of the vote not going Tesla's way and Elon packing up and leaving. I wonder if some of the big boy funds that own TSLA are intentionally waiting to cast their votes to create some uncertainty and doubt...

One of these days I'm actually going to play the opening bell drop. Dear lord it's been consistent for weeks now. .....of course the first time I do it's going to do the exact opposite 🥴

Lol sorry man I don't mean to take this off thread but "hide in Texas"? Delaware "judicial process" literally voided shareholders rights. Come on man

It's Rueters....so you always take it with a biased view from them. Like, exactly how old are those comments from Robyn? In the text of the article the way it dates certain things, seems like her words are from a month ago which tells us absolutely nothing about the status of the vote.

Yeah I hate the Twitter buy and his antics over the past couple of years but people had plenty of opportunity to unload their shares at above the target goal for Elon's compensation plan over the past 1-2 years. He delivered on his end and should get his pay. I find it to be in the poorest taste...

Yeah absolutely. The current set up/dynamic with so many variables (both potential good and bad) is making me so unsure of the right play here that I'm just going to be sitting on my hands until after Q2 when clarity will be much more clear (Q2 out of the way, shareholders vote out of the way, 3...

I don't necessarily agree with the notion that it has to be a "non-existent" catalyst. It could be catalyst that are known but that the market won't pay attention until the catalyst actually happens. FSD could be the gift that keeps on giving *PROVIDED Tesla keeps showing big progress. Any...

When we're in a monthly options expiration week and TSLA goes counter to the macro's for no reason, that's almost always the cause. Just taking a quick look at the open interest, the gameplan becomes pretty clear, to me at least....Cap TSLA mid week to prevent any meaningful breakout over 175...

The issue though is the pace of meaningful progress has slowed (relatively). 12.4 with actual smart summon and reverse was supposed to be out this time last month. Tesla’s gotta keep coming out with big updates on a consistent pace for Wall St to keep applying more valuation. If what Elons is...

Side anecdotal note. I'm actually moving on this offer. Wife's Honda lease ends in a month. We were going to buy out the lease since our milage is so low. Wanted to just sell it and get her a Y but no way was I paying 7-9% (on excellent credit rating) on a car loan to get the Y. Probably will...

Lol I will be long gone out of TSLA before 1,300/share hits. My divesting plan has me completely out of TSLA by 600/share. If I wanted to spread my tranches out a bit more because say FSD knocks it out of the park, could get to 750 when the last tranche would be sold off/called away. As it is...

180 is still probably a shoe in for tomorrow. Stock has been very weak against macro's yesterday and today with the clear intent to pin to slightly under 180.

Just reading up on it, seems like market is responding to his comments on QT, they're shrinking their balance sheet at a slower pace going forward. So Fed's is actually starting the process (slowly) of easing conditions even if they're not cutting rates yet. I predict this is the signal that...

Not following Powell's comment....I take it he's talking dovish again

Really the overreaction or just any reaction to the rolling layoffs....which again are all part of the same layoff, are just people expressing their opinion based on Elon's public antics verses Elon the CEO that runs companies efficiently and well. Even Twitter which I hated that he bought it...

I find it insanely amusing that so many people who have zero insight into the actual working on the company, in this case the Supercharging team...how efficient they are, how bloated the team potentially is, usage rate, and so on...think they know better than the CEO of the company. I could...

Exactly, take away those 6 companies and things look drastically different.

That thing swing 15% from positive to negative in the matter of seconds lol

A hedgies wet dream and a potential nightmare for short term options traders/sellers. The stress some of you guys that are heavily in the weekly/monthlies is not something I envy at all. I fully expect Wall St to use FSD progress/catalyst to push/drop the stock in dramatic ways over the next...

They love to promote the HOLD strategy while ignoring that life/stuff happens that requires cash/capital. Sure it's great to HODL without any care in the world for as long as it takes for the stock to go up to X amount or rebound from a multiyear sell off. Me, I'm happy to set the parameters of...

The volume is so high I don't see MM's really having much of a choice unless the volume drastically reduces this afternoon and this week 🤷‍♂️

I don't think it's going to be smooth sailing. Even if there's no accidents on FSD, there will be plenty of biased articles, hit pieces, and FUD. It'll be a constant tug of war between FSD progress, FSD announcements like the licensing deal, etc.. vs the FUD and/or any negative FSD related...

I'd imagine 200 is going to be tough resistance so I could see it stalling there until the shareholders meeting in a month and a half. Macro could be a material headwind during that next month and a half as well This barring any sort of FSD development. Stock is clearly trading now based on FSD...

If the FSD licensing deal gets announced, stock will go to 300/share before any material pullback. I have zero doubt about that.

The smoke around BYD being the auto maker that Tesla is in talks with for FSD licensing just got a lot thicker over the weekend. Also that volume....nearly full days trading volume in the first hour and a half :oops:

This weekend is the exact type of scenario that I’ve been calling out as the reason I won’t play short term options with TSLA this low. FSD and any news related to FSD can cause an immediate rally that will disconnect short term fundamentals and valuation.

Earnings weren’t as bad as predicted and the earnings call gave multiple positive updates 🤷. Seems like a rather reasonable reaction to me. I think it’s simply that all investors that were into TSLA for the combination a healthy auto business + FSD potential are now out of the stock. Anyone...

lol man people are so scarred from the past 2 years that watching them get even more jaded when TSLA goes on a multi year rally will be hilarious. Not saying this applies to you. Just an observation on the overall sentiment on TSLA and Elon from retail investors. It’s like any positive news...

The more sobering thought though is that those 2 Senators are likely right there along with ya as either short TSLA or selling CC's on TSLA.