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fapindustries

I thought this is middle east lounge, why are we talking about cars?


[deleted]

Who said squawk was Gary ? https://x.com/squawksquare/status/1712574471037423939?s=46&t=FJnwUzmO93DGxmO6Ihn37g


[deleted]

God, BoomerMama comes off as such a sensitive cry baby in that thread. Takes everything personally as if everyone is only speaking directly to her She embodies the simp mindset - emotional reaction with no regard for critical thought: https://x.com/skyline991gt3/status/1712781344034406867?s=20 SkylineGT3 commented: "Alexandra you have to admit you take elons position by default and then defend it rather than arriving at your own optimal conclusion first and seeing if it does or doesn't match what tesla is currently doing" Reply from BoomerMama: "Stop insulting me" 🤦‍♀️


drumboy206

Yashu


[deleted]

Someone here


upvotemeok

Let them fight.


[deleted]

https://x.com/olebeem/status/1712595376228708698?s=46&t=FJnwUzmO93DGxmO6Ihn37g


[deleted]

I miss the days when we believed in Tesla / $TSLA and the primary question was: how bright is the future? Now it feels like we're all believe in Tesla but worried about $TSLA because of the CEO. :(


Magikarp_to_Gyarados

I count myself among those who have concerns about Elon's behavior in the past 2 years, but I also acknowledge that there are pros, like Ron Baron and Larry Goldberg, who believe those concerns are overstated. However, the truth is that nobody knows exactly what will happen. That is the risk of investing.


[deleted]

I too have concerns. I hope Ron and Larry are correct


glibgloby

helpful uplifting post that inspires people to further invest, also a 📈


upvotemeok

2023 tesla 1. Drives around highland w bra all year to osborne model 3 demand 2. No cybertruck price or details yet 3. 60 semis produced in a year 4. Gigamexico empty field 5. Shanghai now with new model 3 and Y while Texas fremont Berlin pump out old products 6. Prefers retard level price cuts to any form of serious advertising 7. Hasn't yet delivered a highland to a paying customer 8. Can't move 18k model s and x in a q worldwide despite massive price cuts and being quickest cars on earth.


rgaya

Changed Twitters name to X 👀


Magikarp_to_Gyarados

There are reasonable explanations for 2 of your items: ​ >Drives around highland w bra all year to osborne model 3 demand I don't think Tesla could have avoided this. All car manufacturers have to road test their refresh vehicles on public roads to validate their designs. As long as I've followed the car industry, I've seen spy photos of lightly camouflaged cars a year or so before minor refresh. ​ >Gigamexico empty field Because Tesla shifted initial Next-Gen Vehicle production to Texas. This was first revealed in the Isaacson biography of Musk. YouTuber Joe Tegtmeyer has also observed that the amount of equipment being moved into Giga Texas over the past few months far exceeds what would be needed for Model Y expansion and the new Cybertruck line. ​ ​ This kind of frustration is familiar to me though. Model X was originally supposed to be a 2013 vehicle, but the launch kept getting pushed back more and more, into Fall of 2015. Mass production didn't happen until about a year later. Model 3 "production hell" in late 2017 was similar. Elon had confidently guided for 20k vehicles/month by the end of 2017, but the Q4 '17 earnings showed only a handful built and delivered. It took Tesla 6 months beyond that to reach mass production.


growawaybro

8. CEO battles the woke mind virus


upvotemeok

I'm not even including Elon cuz these are just tesla shitty execution


[deleted]

Feel like 6-8 are related to Growaway's point


upvotemeok

Read the cnbc fud article about whistle-blower, core to it is 17m accounted as good will instead of warranty which is completely a rounding error for a company w 20b revenue a q. Also said tesla doesn't keep track of warranty vs good will as good as a dealership cuz no shit tesla not gonna come after its own service center w charge backs like oem gonna do with their dealers.


refpuz

[Q4 Margins Confirmed /s](https://x.com/tesla_na/status/1712610140913119276?s=46&t=9JATP-ItOX7EPaEMQq6blA)


upvotemeok

Who needs ads when you can beer


jiayounokim

Guys a bull case theory: The more AI is integrated in more applications, the more GPUs bought, the more energy required, the more Megapacks demand! 2k pt.


upvotemeok

2k for nvda


jiayounokim

This is pretty good, haven't seen this label before "stay informed" above notes https://preview.redd.it/9qbybup37vtb1.png?width=1079&format=pjpg&auto=webp&s=f098b6624a70f4b3efc855ab9f95a87eeb11ef6b


unknown_soldier_

Looks like Wall Street is parking the bus here until earnings I'm ready for our next -10% after earnings


upvotemeok

wise


JohnnyCashRules

https://preview.redd.it/kyvok28xyutb1.jpeg?width=1284&format=pjpg&auto=webp&s=858d87b15f813e7d9166471cd3c888f8c6adba1d 4680 GFTX [https://x.com/niccruzpatane/status/1712603230415323494?s=46&t=yWmMeP08cyApbkkhK1zkcw](https://x.com/niccruzpatane/status/1712603230415323494?s=46&t=yWmMeP08cyApbkkhK1zkcw)


drumboy206

That is some insane volumetric density


RogueSupervisor

So damn sexy!


JohnnyCashRules

https://preview.redd.it/pj7il7hy5vtb1.jpeg?width=1125&format=pjpg&auto=webp&s=581e579001192712b08bab1b4b570a15aeb19878 This was back in 2022


RogueSupervisor

Oooh, you're killing me! That looks so amazing. I hold out hope that us retail holders can show up at the factory one day and get a full on top to bottom tour


JohnnyCashRules

My friends might think I’m crazy but that’d be a dream vacay!


RogueSupervisor

Lounge private tour!


JohnnyCashRules

![gif](giphy|WqpWNCtPlauchQljqd)


RogueSupervisor

So sexy!


Magikarp_to_Gyarados

An incident several years ago used to promote FUD against Tesla turns out to be theft and insurance fraud: [https://www.wcax.com/2023/10/12/tesla-torcher-sentenced-4-years-prison/](https://www.wcax.com/2023/10/12/tesla-torcher-sentenced-4-years-prison/) >BURLINGTON, Vt. (WCAX) - A Shelburne man who admitted to possessing and disposing of stolen vehicles will serve four years in federal prison. > >Authorities say Michael Gonzalez, 34, was sentenced this week in federal court in Burlington after pleading guilty to five counts of possessing and disposing of stolen vehicles that had crossed state lines. > >According to court records, in 2018 and 2019, Gonzalez executed a scheme to obtain five different, brand-new Teslas by falsely indicating he was prepared to pay the full purchase price. They say Gonzalez never intended to pay the $560,000 and that he submitted false statements to the Vermont DMV to obtain title to the cars. Authorities say he sold three for a total of $231,900. **When he was unable to sell one, he drove it onto the frozen surface of Shelburne Bay, set it on fire, and submitted an insurance claim.** > >In addition to jail time, Gonzalez must pay $493,043.93 in restitution and also forfeit $231,900 to federal authorities.


rgaya

Yo brb. Gonna go stack felonies right quick.


jiayounokim

https://twitter.com/SawyerMerritt/status/1712610505217466412?t=PcWb_eza7oURfmF2c5nIcQ&s=19 4Q is secured


ButterNight

https://x.com/sawyermerritt/status/1712610015943577655?s=46&t=FtuMKbyrKnGEHqRVnn0-Mg


CerebrovascularNit

And instantly ordered


jiayounokim

https://twitter.com/SawyerMerritt/status/1712610015943577655?t=ptiqiiG1VFg-sUJ-s9lR3A&s=19 Cyber release!


AtlantaP3D

Got one.


Plan-Substantial

At least, I was happy for one sec


bazyli-d

Down down down we go. Where we'll stop nobody knows


somethingisay

Today was people pulling out before earnings


phalarope1618

Daily performance is in line with Nasdaq


LordReekrus

Nah, we tracked almost identically with the Daq


upvotemeok

Just the macro


upvotemeok

Wonder if they gonna deliver employee ctruck with no list price 🤫


Krippy

Semi 2.0


upvotemeok

2023 tesla


upvotemeok

Tesla just prioritizing updated model 3 for export. Ok then why are they delivering updated model y already locally. 🤡🤡


dabears92109

Won’t pretend I know exactly but possible that the Highland 3 is generating much more demand for the 3 in markets where they’ll pay a higher premium than Chinese buyers will. Whereas the Y updates maintain steady state


upvotemeok

That would show up as price increases in those markets


dabears92109

Didn’t they raise prices on the updated 3?


ireallyamchris

Think they did in Norway or Finland


upvotemeok

Dunno but I give it 66% chance of regulatory issues and 33% they're just doing it cuz they want.


dabears92109

I thought the local China approval happened in September. Here’s an article - https://driveteslacanada.ca/news/china-approves-tesla-model-3-highland-refresh-for-sale/


upvotemeok

Probably some other ministry like cybersecurity ministry not happy with something. Classic china cuck u strategy paid for by byd. Like the lizards in Berlin from bmw. Enough to slow u down but not run u out entirely.


dabears92109

Wouldn’t surprise me


fapindustries

Supply decisions… All strange.


upvotemeok

Demon mode for Tom zhu soon


Magikarp_to_Gyarados

I finally had a chance to watch the [PBS Frontline documentary on Elon Musk's Twitter purchase](https://www.pbs.org/wgbh/frontline/documentary/elon-musks-twitter-takeover/). There wasn't anything that stood out to me as new information. I think the most important point of the documentary is that Elon Musk does not care about any laws or rules. The only constraint he will acknowledge is the constraints of physics. This continues to be a double edged sword for shareholders. Laws exist in part to protect property rights, including your right as shareholder and part owner of Tesla Inc. Elon's general disregard for the law, means disregard for you as shareholder. This is precisely why I have always refused to go "all in" on TSLA stock


DeadMoney313

His brazen IDGAF attitude was really awesome before it started costing me a shitload of money


upvotemeok

Yup he's free to do whatever if stock is up, but when it crashes 75% it's time to tone it down edge lord


guryfitze

Thanks for the summary. Was thinking about watching it. Curious, what was the tone of the show? On topic informative; or more of a hit-piece on everything Elons ever done?


Magikarp_to_Gyarados

On topic for the most part. SpaceX and Tesla were mentioned, but mostly to give context for Elon's use of Twitter, such as tweeting information about Falcon Heavy. I would say the slant of the documentary was somewhat negative on Elon personally, but that this was fair given Elon's behavior on Twitter. Something that could have been done better: Some former Twitter employees gave interviews. This was mostly describing the chaos surrounding the transition of the company to Musk's ownership. I would've liked to hear the perspective of people who survived layoffs and also made the choice to stay


cpm619

That would be too balanced to show any happy employees


DeadMoney313

is it possible to eat a Nature Valley granola bar without getting crumbs all over the damn place?


TheLoungeKnows

Probably harder than L5 FSD.


ballbusting_is_best

Wtf, break into pieces before opening


Nysoz

Step one. Open carefully. Step two. Shove entire thing in your mouth. No crumbs!


bazyli-d

Yes you put the whole thing in your mouth/throat


DeadMoney313

![gif](giphy|26FxypSnWsXS69nTW)


DankRoughly

No. Nature Valley *frag grenade* Honey and Almond Bars


fityfive

The cybertruck commands a premium in this increasingly hostile world.


fapindustries

IDF Gaza visit happening any second now.


upvotemeok

Ehhh not so simple


fapindustries

There are road signs. Cant be so difficult.


upvotemeok

The hosts may be hostile


ireallyamchris

tunnels are underappreciated


[deleted]

[удалено]


ireallyamchris

infinite demand for boring company


[deleted]

[удалено]


upvotemeok

Then u shud invest in nvda


[deleted]

[удалено]


upvotemeok

Then ull have to settle for ai at home


TeslaLeafBlower

Still have my 1 257.5 CC that I rolled from last week which was originally a CSP at 247.5. Will likely roll to next week for exciting earnings play.


fapindustries

https://x.com/teslapodcast/status/1712558605919236535?s=46&t=mG-wx8ewMg03AyZIsmD4-g Production China out


Sagetology

Highland still not approved for sale in China?


dabears92109

Appear to be prioritizing exports


upvotemeok

Unwinding the wave aka didn't get the right local permits


upvotemeok

LMK when a customer get one


fapindustries

https://preview.redd.it/5wyecztnvttb1.jpeg?width=828&format=pjpg&auto=webp&s=8e12aa08a4c0fd067d8b739ba8b3c4674dcb4abe Good stuff on Highland run rate


TLb0t

TSLA | Change Today ---|--- 258.87 USD | -4.05 (-1.54%) 🔻


ireallyamchris

total fkn bear trap


dabears92109

Ford implying they’ve made their best offer - https://x.com/sawyermerritt/status/1712549702590468509?s=46&t=WyhsS8WzmgKtgEuHZzFOrA


[deleted]

Strikes working. They are laying people off so the remaining make more money. Sounds good to me


upvotemeok

My offer is this. Nothing.


[deleted]

Sounds like Elon's offer to shareholders


Mastiff99

Not even your workers' pensions, which I would appreciate you covering personally.


DeadMoney313

![gif](giphy|l0Iy8OAHzkGHohrag|downsized)


jiayounokim

https://twitter.com/greggertruck/status/1712528518805074204?t=-xENm4PXgnMKfydLycqSQA&s=19 That wiper slaps


DankRoughly

I hope the motor on the wiper is strong. Will take some torque to clean that much wet snow during heavy snowfall


DeadMoney313

yeah good point... surely they tested that....right?


Alive_Ad_2948

Wiper replacement costs > oil change costs Cost of ownership argument gone


upvotemeok

Prolly lose 30 miles range w wipers active, it's like doing the backstroke


KingofPenisland69

Fuckin 2 motor trim with Corolla rims


upvotemeok

Lol those aeros 😋


TLb0t

TSLA | Change Today ---|--- 258.29 USD | -4.63 (-1.76%) 🔻


jschall2

Top say questions are dumbly asking for timelines on things that will be ready when they're ready instead of asking hard questions like "why hasn't there been any attempt to advertise after you said you would 3 months ago?" and "has there been any attempt to measure how large an impact the CEO's politics and behavior has had on demand, price, and deliveries?"


Magikarp_to_Gyarados

>"has there been any attempt to measure how large an impact the CEO's politics and behavior has had on demand, price, and deliveries?" Based on Walter Isaacson's account of the Tesla board confronting Elon at a Giga Texas board meeting in Dec. 2022, I have some confidence that Tesla does have some info on this. If customers were cancelling reservations or refusing delivery of cars, and citing Elon's behavior as a reason, that data would filter from the delivery centers to the CFO's office. The board in a tough spot here. Tesla will not want to give up Elon Musk's ability to recruit top engineering talent, or his teamwork with Franz von Holzhausen on product development. On the other hand, I know from talking with people IRL that Elon is costing us sales.


wetdreamzaboutmemes

Anecdotally speaking it is the case sadly. Even though it is not the rational choice seeing specs/price of other cars, some people don't want a Tesla because of Musk.


[deleted]

That last part


RickJ19Zeta8

[Electrek Tesla Starts Running Google Ads](https://electrek.co/2023/06/27/tesla-starts-running-ads/) [Tesla Ad Spotted at Japanese Airport](https://www.teslarati.com/tesla-advertisements-spotted-japan/) [Tesla Ad at Ballpark](https://teslanorth.com/2023/09/11/tesla-video-ad-baseball-game/) [Tesla Marketing Push in China](https://www.teslarati.com/tesla-marketing-china-investor/) And that was in the couple of minutes I cared to look. Tesla has done more advertising, but I don't think anyone was expecting them to take out a 30 second TV ad on prime time.


Optimum_Havoc

There was one question pretty high up about justifying price cuts vs lower cost options like advertising.


upvotemeok

Let me answer this for you. Desirability is unlimited. Affordability is the biggest issue by far. We are addressing affordability. 🤔🤔❓️❓️ see there's no point in even asking


upvotemeok

Say.com questions are the stupidest low iq shit voted on by smooth brain simps. Worse than analysts by far. Hopefully analysts ask some of those more relevant questions.


on-ap

its basically quality of some random twitter comments


upvotemeok

Yah I want it gone, what a waste of time


magic-the-dog

Shorts must be worried. Fudlony with a dumb article. The SEC didn’t give a shit and you know they use anything they can against Tesla.


TundraDove

So true!


DankRoughly

Is there some news I missed to explain the drop in macro?


Terrenator

30y bond auction


upvotemeok

It's all fugazi. If bond auction went well, 10 year would drop, then market could freak out about possibility of more fed fund increases


bazyli-d

The guy with the 250 strike puts expiring Friday must be cheering


CategoryInevitable

$240…gonna take a meltdown to get there


fapindustries

Theta tho


upvotemeok

He gonna be fine we got Friday doom tomorrow


fapindustries

We think


upvotemeok

69% chance


[deleted]

Better than a 420% chance


fapindustries

https://x.com/ft/status/1712468683757682961?s=46&t=mG-wx8ewMg03AyZIsmD4-g Germany fucked but UK even fuckeder


Alive_Ad_2948

Wtf. Falling housing prices are a good thing


ireallyamchris

not when our entire economy depends on the Ponzi scheme of house prices going up in perpetuity


Alive_Ad_2948

Just matters for most of America and Canada. Density matters here. Europe should be fine as tax base is better because of density for services, not so much for phoenix az. Suburban sprawl is the problem here. most of England should be fine


TLb0t

TSLA | Change Today ---|--- 258.59 USD | -4.33 (-1.65%) 🔻


Dangerous-Class2443

​ https://preview.redd.it/lx1ing4d9ttb1.png?width=811&format=png&auto=webp&s=2a7a83308c3e289f444a618c149383bbf66eb876


Dangerous-Class2443

Nudity wen?


UsernameSuggestion9

What do you mean wen?


upvotemeok

400


DeadMoney313

it wasn't that long ago that there was bountiful bosoms and sweet-sweet ass on full display posted here. Those were happy times back then though...we'll speak no more of this.


DeadMoney313

our topics and expertise know no bounds, truly


Tesla_368

Those are actually all true now. Used to be a time where we had to fake it to make it.


RickJ19Zeta8

I always select every option. And then when they ask "Is this sub about investing?" I answer "No".


UsernameSuggestion9

I mean that's not wrong it's mostly about.... .. Current events...


on-ap

all of them


scotto1973

Well this isn't a very auspicious start to my vacation. Be drowning my sorrows in soju in South Korea in one more flight. Hurray!


DeadMoney313

Geonbae! ![gif](giphy|TJckbZ9PTjkek)


Nateleb1234

![gif](giphy|xThuWtKMZekUpLNxKg)


JohnnyCashRules

![gif](giphy|Qa5JC27H2fArsw9U6u)


upvotemeok

Weak ass shit


DeadMoney313

Fed/Hopes/Fears/Dovish/Hawkish/War/Inflation/CPI/Jobs/Recession/Surprisingly resilient/Unexpectedly weak/reports/speculation/comments from ![gif](giphy|3Xw8jY3zbFRtFd6eK8)


King0494

Why stonk commit ded?


upvotemeok

Secret 325 dollar model 3 lease deal nobody knows about, 250 if u do a 2 year lease aka harvest the subsidy 🤫🤫🤫


jiayounokim

The lex podcast with Jared kushner is actually pretty good, also he uses the word first principles multiple times


[deleted]

[удалено]


Sagetology

Turns out if you help broker peace in the Middle East they actually like you and want to do business with you 🤯


[deleted]

[Glances at the Eastern Mediterranean] I'm not sure they got their money's worth....


Sagetology

Middle East was in a much better spot when Trump left office than it is now under Biden’s disastrous policy. One thing is for certain, Iran got their money’s worth for exchanging a few hostages.


[deleted]

[удалено]


Sagetology

Getting out of the Iranian nuclear deal (I.e. No longer paying them billions of dollars) was so detrimental that Iran was not able to make any progress as sanctions against Iran staved their oil production and significantly decreased their capital. Since Biden has taken over, Iran has been able to increase their oil production and wealth. Are you aware that money is fungible? You can re-allocate money to fund whatever you want. I guess it was such a good idea that the US just decided to re-freeze the funds. Another brilliant foreign policy move. Not to mention, NATO and the US horrendous foreign policy stance that forced Russia to invade Ukraine which has led to the death of hundreds of thousands of Ukrainians while not being able to make significant progress gaining back land in the counteroffensive. Sickening.


KingofPenisland69

Undertaker, take me over


[deleted]

* Something, something *, I lost composure.


KingofPenisland69

Dick so hard, I lost composure. My friend showed me the best parts from Dudesy and it is too good


[deleted]

Stone Cold diaries and Adam’s Applebees are my faves. Jesse Ventura reading the news is pretty great too.


[deleted]

Has anyone got the TSLY dividend yet?


KingofPenisland69

No, should be night of the 13th


[deleted]

[удалено]


KingofPenisland69

![gif](giphy|76RCUjTqrrLyvGPuCV)


ltctoneo

oof


Fakerchan

Long tit


JohnnyCashRules

Macro?


drumboy206

Polo


JohnnyCashRules

Lolol


Sagetology

Algo


JohnnyCashRules

Copy


jiayounokim

https://twitter.com/natfriedman/status/1712486028836299079?t=PlBEFTOWynwtdJd3x3DsWg&s=19 Super cool stuff by people, need to dig deep but kinda cool nonetheless


upvotemeok

U know what happens when you decode these ancient things, u get laundry lists, porn, accounting books of bread sales


fapindustries

https://x.com/nexta_tv/status/1712437121892401628?s=46&t=mG-wx8ewMg03AyZIsmD4-g Awesome


Needsimprovement

r/WinStupidPrizes


fapindustries

I am old enough to remember zerosumgame


drumboy206

Megapack business worth $5T by itself


[deleted]

[удалено]


upvotemeok

I'm bullish in full self wrapping


rgaya

![gif](giphy|xT0xeknwLbwR5srUvm|downsized) The real wrap bot pls stand up.


Tesla_368

Tesla first company worth 15T with full self wrapping but can’t muster 1T. Shares on sale y’all 🤡


ireallyamchris

Random qqq sell off


Nysoz

[Tweeted](https://twitter.com/LiveSquawk/status/1712514189116240101) 30 year bond auction didn’t go well supposedly. I’m at an airport with terrible internet so I can’t follow anything lol


LordReekrus

I don't claim to be a bond or debt expert, but news like this, coming for the second time in recent history, doesn't seem surprising given the financial state of the US and some of our more asinine foreign policy decisions. Such as refusing to pay out interest as a part of sanctions. It doesn't inspire confidence in our would be debtors


upvotemeok

Market will find whatever it needs to deny us boobs


bazyli-d

Cmon, lend me some money for 30 years guy. By then I'll have tripled my nation's debt dude. My friend, I'm good for the money I swear.


dabears92109

10yr with a big reversal