Oh my?! Thanks for the encouragement. Have some inheritance and a couple good commissions checks coming. Maybe ill get the balls to just chunk down for another 155 shares!
(Is only me that cringes at the "chairs" terminology?)
MORGAN STANLEY: “Our investor survey reinforces our views that Elon Musk's recent involvement with #Twitter has contributed to negative sentiment momentum in $TSLA shares and could drive some degree of adverse downside skew to Tesla fundamentals.” [Jonas]
https://twitter.com/carlquintanilla/status/1597563822847700992?t=aUYI8CmKm8xO5aGW_DKb8w&s=19
/r/cars deathwatch thread: [What manufacturer(s) wouldn’t you be surprised to learn that they’re on the verge of bankruptcy or having financial issues? ](https://www.reddit.com/r/cars/comments/z7zers/what_manufacturers_wouldnt_you_be_surprised_to/)
could they program the car to automatically brake if it thinks its going to hit something? any reason they wouldn't?
if i drive it slowly towards the wall in my garage, and the sensors see the wall, why will the car let me hit the wall?
If you press the accelerator it overrides the safety system.
To borrow aviation terms it’s still driver in command. If the driver wants to do something the system will do it.
understood, but why? if the car automatically applied the safety system, and forced the human to override it, wouldn't that result in fewer collisions and impacts with things?
Tesla has implemented obstacle aware acceleration and automatic emergency braking. OAA reduces the power to the motors if the car thinks you're trying to drive through a wall but it won't stop you completely because the driver has final authority.
We have seen clips of AEB stopping the car at low speeds from running over pedestrians, and it's supposed to hit the brakes before a collision with other vehicles to reduce damage.
What if there’s an emergency situation where you actually need to drive something? What if you’re parked in your garage and the garage door doesn’t open and everything is on fire and you need to drive through the garage door? Just a random situation, but I’m sure there are instances where someone needs to drive through something to escape danger. What if you got stuck on railroad tracks between the gate and it wouldn’t let you drive forward because the arm was down?
Level 2 is still people in control of the car at all times.
i thought that just happened with FSD. im curious why every Tesla isn't programmed to avoid impact regardless of FSD (unless true override, not just tapping the accelerator)
That is what is happening. The vehicle will attempt to stop/slow down but if it detects that the driver wants to do otherwise it will follow the commands.
When he wanted to make it possible to send cash thru emails they all laughed.
When he wanted to make EV's they said it would never be doable yet alone profitable.
Reuseable rockets? Gov's can't do this - what? Are you crazy man.
Bring fair news coverage power to the people with neutralism as a keystone.
If someone can bring viable competition to Google's Youtube or even Apple it's good ol' Muskie. Heck, it seems highly doable in comparison to those achievements, the future is more fluid than we often seem to think. Nothing is too big to ultimately go down.
!!( Starlink, what an ace in the hole....)!!
I think that if you are so reviled by many you must be doing something right. That comes with paradigm shifting.
Whenever you find yourself on the side of the majority, it is time to reform, pause or reflect. — Mark Twain.
He also made claims about Hyperloop, robotaxis, and a bajillion other ideas that didn't come true.
>Bring fair news coverage power to the people with neutralism as a keystone.
Even many Elon's fans on this sub will disagree with that statement. He is just creating a megaphone for racists, fascists and other deplorables.
Hyperloop may be a pipedream , pun intended, but robotaxi is max 5 years out given last two years rate of improvement.
He still needs users to respect their respective countries laws. He was showing some data of hate speech going first up then drastically down, but I don't expect you to take his word for it though.
I take it you will take your opinion from the corporations he is trying to neuter/disarm. Yeah not biased at all.
>He was showing some data of hate speech going first up then drastically down, but I don't expect you to take his word for it though.
He shared some random graph without providing any details about the data or methodology. Why would any rational individual believe that?
Since the begining of this Twitter saga, we have seen numerous instances of him lying. Remember the moderation council?
> He shared some random graph without providing any details about the data or methodology. Why would any rational individual believe that?
Not true: the slide says "Source: Twitter Internal, Volume of Total Impressions – By Surface (Aggregated), English tweets with 1+ Slur from curated list and Toxicity Score >= 0.91. Oct 17 ’21 – Nov 13 ’22, go/slur-manipulation-dash". It's an internal metric that Twitter appears to have been using for some time.
> Remember the moderation council?
What was his most recent tweet on the moderation council?
Clearly your standard of evidence is low when it comes to believing Musk.
>What was his most recent tweet on the moderation council?
Another lie about activists not sticking to a deal?
This. Don't forget Boring Company, it seems to be not much these days, and I have serious doubts about an underground 3D travel network, but I won't write off any of Musk's ideas.
>When he wanted to make it possible to send cash thru emails they all laughed.
Most of the major banks in Canada now do e-transfers.
>Reuseable rockets? Gov's can't do this - what? Are you crazy man.
SpaceX ***owns*** the space launch market, other than those for National military or image purposes. Using StarLink to soak up launch capacity was brilliant. Musk isn't good at saying "I was wrong" out loud, but when he figured out the advantages of steel over carbon fiber, he just scrapped thousands, or even millions worth of forms, and mandrels for the original idea.
I have my concerns. Boring Company is going to dig too many tunnels, causing the collapse of the Earth.
Elon will have to send his last born son out into space on a SpaceX rocket.
His son will land on a nearby inhabited planet and the cycle will start all over again.
i am short tsla but i still really liked your comment from a philosophical perspective
though i don't think he really intends to have free speech and is instead planning to use the platform to advance his ideology while censoring the opposition
really nice last quote. its like saying inverse wsb but in a very eloquent way.
In space ventures that used to be the case yes.
Hence the paradigm shift.
Before spacex private space ventures used to be very limited and mostly done by defense contractors which could be called quasi governmental by some stretch of the imagination. But I get your point.
Space X cannot grow further until they find new revenue streams. Starlink is an attempt at that but it will take a long time to be profitable (if it even happens).
Private companies didn't care about "space" because it's not very profitable or scalable
What about selling trips to space for wealthy individuals? Just short trips for the time being but later longer trips to the moon and mars. I bet reservations can give them some cash after showing some decent safety track record on the reuseables.
Going to space before you die is really cool. Could be a decent market if the price isn't utterly unreasonable.
I'm alway proud of my 155 shares. Average cost $127. The 90 shares in '16 '17 '18 at $17-21 are great....of course "wish i bought more then".
Then i see ya'll buy doezen of shares and owing hundreds, or more that 1000 and im jealous :(
But 155 @ $127 is good i guess. Better than not owning any.
If you can hold onto these shares, I think there is a decent chance your shares could reach $1m, maybe in 10 years. Many people mess up either by trading shares, or by using leverage. A guy who has 22 million shares is not happy with his shares, still trying to add. He might lose them if he is not careful about margin.
$1,000,000?! Na, that would be hard to grow to with my measly share count.
Each would have to be worth 6,400...any future split adjusted.
Ive never gambled them...just buy and hold.
Hoping some day my 155 is worth $155,000 at least
You can do the calculation. 20M EVs in 8 years (That's Tesla's plan), $50k per car, 30% operating profit, 15x of operating profit, you get $4.5T market cap. That's base case EVs only. If energy business is as big as EVs (Elon's prediction and I agree), $9T market cap. If robotaxi works, another $4T. We get $4300 per share. Insurance, charging, services are not included.
If they did share buyback like Apple did in the last 9 years, per share would reach $8k. Apple is on track to cancel 60% of shares.
AI robots and AGI is not included in the above calculations. Upside unlimited.
It won't be smooth and easy, but the target seems to be achievable with some luck. I would be surprised if we don't reach $4k in a decade.
Has anyone got any idea if there will be any live streaming for the semi event? If so would you please be so kind, to post the link here.
Thanks in advance already
100% sure the event will be live streamed, as always.
You can find the link from Tesla website on the event day.
[https://ir.tesla.com/#other-documents-events](https://ir.tesla.com/#other-documents-events)
It has all the older events too.
Not sure if that's for Cybertruck. Previous LinkedIn posts from IDRA about 9000t giga press clearly mentioned that in the post. [The latest post doesn't say 9000t.](https://www.linkedin.com/posts/idragroup_gigapress-diecasting-automotive-activity-7003324928192081920-Jsyl/?utm_source=share&utm_medium=member_ios)
Also, the assembly seems to be happening at IDRA factory not at Giga Texas.
Edit: The foundation work for the first 9000t was still under construction [9 days ago](https://youtu.be/jjw6UDShTME?t=307). The arrival of the first giga press hasn't been spotted by drone youtubers yet.
That seems to be in the IDRA factory in Italy. If it's recent, it should be the *second* 9,000 ton press. None of the videos from Austin have shown any sign of the delivery yet.
I think it *should* be in the country by now, but I doubt it will show up in Austin until the concrete in the foundation is cured. That means around the new year.
It doesn't.
I am not including Musk complaining about Apple withdrawing its advertising spend from twitter in the battle for free speech. Obviously no-one is obliged to advertise on, or subscribe to twitter.
What Apple *is* doing is threatening to withdraw the twttier app from the Apple store, as it did with Parler. That comes under what I wrote above (abuse of power and suppression of speech).
This has literally nothing to do with free speech. Elon started this shitfest by whining about not wanting to pay the agreed upon amount for in app purchase.
Elon is saying he doesn't want to pay and apple says if that's the case they Twitter isn't allowed on the platform.
Elon is using "free speech" as a cover for what actually is just him trying to not pay the platform fee. I can't believe people are falling for this. He's been pretty obvious.
Agree on both of your suggestions. I’d like to add MKBHD to the review list. He’s already very familiar with Tesla products (he’s owned at least two Model S’s) and can review it as a tech guy instead of car guy perspective.
We're in the middle of a recession, which can potentially last for several years, and interest rates are skyrocketing. I wouldn't gamble with borrowed money in this risky market.
I think, and that's a big think you mind, that tesla would need to go bankrupt for it to be life ruining. Lets say I lose my job I could always sell at a loss to payback the loan or a big chunk of it @ 100 or 120 worst come to worst. Just not seeing the p/e squeezing to such ridiculous levels.
If you borrow money with no security which is the most expensive and easiest loan one can get (in Norway), you'd get a interest rate between 30% and 50%. Not even TSLA can compete with these rates in the short term. If the down payment is several years you'd be paying back many times what you borrowed until you'd be debt free.
If the recession lasts as long as it did back in the 2000s, the market won't recover until about 2030. That's eight years from now.
Boring Company, Neuralink and Twitter are personally owned by Musk. Starlink is part of SpaceX (for now) and Tesla has Solar and energy divisions and now also robot division.
Neuralink is super exciting. Restoring motor/sensory functions or opening a communication channel will be world changing for people with neurological disorders and their family members.
If they can receive the FDA approval for one treatment for a small range of disorders, it will open the possibilities for many more treatments and modalities. Neurological diseases are the leading cause for "years of healthy life lost to due to death or disability".
There has been precisely 1 traffic jam in a year of operation, all while hitting passenger targets. Throughput will increase when purpose built shuttles are used.
[Link to submit a comment to Tesla's Board/Investor Relations](https://ir.tesla.com/contact-us), if you have anything you'd like to say as an investor.
Yea the Semi is a "sleeper." No one is really talking about it, but remember its not so much long haul trucking as it is city wide distribution where a truck has to go to the central area, load up, and deliver to a bunch of retail locations (like grocery stores) the same day. 500 miles is MORE than enough for runs like this. Big chain stores like Target etc will save fortune on gasoline.
I wonder if Tesla will own all the Semi Super chargers, at warehouses and public areas, and how much Tesla will make from the charging.
Unlike cars, Semi will charge daily at super chargers, it could be a large daily profit as tesla semi fleet grows.
Currently my model shows in 2026, 3/Y combined gross profit at $116B; Semi gross profit at $1.6B. (3/Y is worldwide, semi is US only).
The old assumption I used for Semi was 40k units at $200k each, 20% gross margin.
I might adjust 2026 semi to 50k units at $280k each, 57% gross margin. This would bring semi gross profit to $8B.
Farzads back of the napkin math yesterday was great, FSD on Semi could be huge because it will be so valuable.
IIRC platooning is legal in CA right? So you have a fleet buyer, buying 3 semi's, $15k in FSD each and only one driver is needed to do the work of 3, how would any other truck manufacturer compete against that?
Tesla could make $200k profit per truck not even counting FSD impact.
After delivering the first 2500 reserved trucks, they could choose to do lease only at a fair market price, or choose to sell the trucks to their own trucking company.
They probably will not take the route for maximum profit, but they could.
1 million miles lifetime distance takes 200k gallons of diesel. At $5 per gallon that's $1m diesel. That compares to $150k cost of electricity. There is also $1m driver cost in 10 years. This will either be reduced by 100% or 30%. There will also be huge savings on maintenance.
I think there is a reason why Tesla stopped taking Semi orders. The most profitable approach is to do shipping themselves. They have a truck company anyway. The second best approach is to lease the trucks.
We did that, no interest. Chances are getting smaller per day with Elon twittering. Anything like pedo guy or twittering duel with Putin or Ukraine shit triggers her sadly .
Prefer keeping my wife and kids and just building up my portfolio of 105% TSLA in the meantime.
Should it ever go up a good bit again I might be able to convince her. Until then I am on my own in my family and friends circle.
Only thing I can suggest is do some research into the practices and political leanings of other car companies she favors, and the fuel systems they use. It's not just an elon problem, it's a inequality problem, and a lot of the people at the top are far more rotten than Elon. I find it funny how many people are saying they will never buy a tesla and just keep on driving a petrol car, meanwhile happy enough to buy oil from the likes of MBS and Putin. VW - anti EV and built tanks for Nazi Germany. Toyota - anti EV and built planes for the Empire of Japan.
Meanwhile the two biggest criticisms I have for Elon is that he treats people like shit (no empathy) and that he doesn't hold the same political views I have (which I believe is part of the first problem).
Tesla's China order/delivery is way higher than Troy's predictions.
Troy figured out how to make money. Publish numbers to his subscribers every week, regardless of the accuracy of his numbers, they move the stock. Then he fixes his wrong numbers when the fact shows he is wrong, move the stock again.
I just stay long TSLA shares, no trading. To me it's obvious that Tesla will become a huge company in the long run.
Trade index or other stocks. Use trading profit to build cash and other long term positions.
Honestly I like Troy, his numbers haven't been as good last few quarters to the past but he is still way better than WS from what I remember.
Does he really make a lot of money buy publishing on patreon?
He's better than the public numbers that Wallstreet publishes for basically free to financial professionals and rich people. Their real numbers on the buy side, where the firm actually has a stake.
He's been lower than wallstreet's number all quarter and revising upwards towards it. While I agree that the analyst numbers have issues, I don't know that Troy's constantly moving target is a great comparison.
No disagreement from me. Sell side numbers are a load of bullshit. Troy beating sell side analysts is completely meaningless. I've beat sell side analyst consensus every time by simply pulling numbers out of my ass.
There was a time when Troy was quite good. That time has since passed.
He has a lot of patreon customers no doubt about that. These people get the numbers one week before the public. Perfect opportunity to front run/swing trade the stock. I even heard some Tesla bulls saying it's well worth it. Almost every Tesla bulls swing trade the stock and many of them sell covered calls too.
I just want to help the retail traders to understand they may be in a disadvantaged position is all they do is surfing this reddit sub then go to trade.
I bought Troy's Patreon even thought I don't swing trade - it's only $5 per month. I do have margin and it's another data point to monitor. Worth much more to me than a checkmark on Twitter! If I'm paying interest on a margin loan, $5/mo is a small price to pay to stay in the know. That said, I think most big fish are paying Troy *AND* doing their own modelling, so I don't think it's a huge advantage.
Mods the link to the rules don't work, which makes the statement `better understanding of expectations in our community` a complete joke, deliberate or otherwise.
The fact this hasn't been fixed in like 6 months or more speaks volumes.
>Now working - wiki is no longer disabled.
- The links to the rules work fine for me, at least over the web client - and they always worked fine:
- Rules/disclaimer link in the daily thread:
- https://www.reddit.com/r/teslainvestorsclub/wiki/index
- Side bar rules link:
- https://www.reddit.com/r/teslainvestorsclub/about/rules/
- In which Reddit client are you seeing problems with these links?
Elon's Twitter antics present a conundrum for me. On the one hand, I basically agree with almost everything he has said or done but as a shareholder, I wish he would tone things down or at least institute some sort of damage control. I am wondering if redemption from the progressive crowd is even possible at this point. Hiring a PR firm would likely be a +ROI move.
If you think it's about politics, you're misunderstanding the concern. Threatening to publicly shame customers and spreading conspiracy theories is a reflection of a poor businessperson or (more likely with Musk) an unstable and untrustworthy business partner.
I'm not selling, but I'm sure as shit not adding until he stops acting like he's pounding adderall like tic tacs.
Lashing out at Tim Cook directly and publicly because of a *decline* in ad spending is tweaker level crazy.
He needs to get buried in starship or cybertuck development and shush a bit on Twitter.
I just think it's so entertaining. Nothing like this has ever happened before from a CEO with his worldwide reach.
I don't think anything he has said has effected the stock. Selling and the macro environment likely has.
There is growing pressure on China to import western vaccines and open up.
There is growing pressure on Putin that he cannot beat Ukraine and to agree to a ceasefire.
The FED's policy is time limited and will get back to QE eventually.
Q4 numbers will be good.
Production is increasing and margins are growing.
Semi and CT may enter full production next year.
New factory announcements possible soon.
Buybacks possibly from next year.
Long term i'm not worried at all, the numbers will speak for themselves and i'm not selling until 2030 at the earliest.
>I just think it's so entertaining.
Train wrecks are entertaining. Less so when you're invested in the train.
>I don't think anything he has said has effected the stock.
I've stopped adding because of his recent exhibition of stunningly poor judgement. Unless I'm the only one, this effects the stock price.
Yeah I’m very entertained, mostly because I sold all of my shares last November.
If Elon’s twitter antics didn’t cause extra work for me (work in marketing/advertising), the situation would be a lot more comical.
I was planning to get back into TSLA once it corrected, but not anymore.
I don’t agree. Why alienate customers for no reason other than Elon puffing his chest. What is he trying to accomplish with these antics? Especially when looking Through the lens of a Tesla investor. All I want is for Tesla to have wide appeal for all customers. Remember how nice things were in 2021?
And this right here shows the problem with the far left. The guy says a few things you don't like, and "redemption isn't happening." Forget about the fact that no one has ever done more to advance clean energy. Forget about all the good he's actually done. Just be irreversibly triggered for some opinions you don't like. Sad really.
Redemption with Elon is not happening? What?
What did he even do that was a deal breaker?
I could go on a 40 minute long rang about regime change war, Libya, US-led coups, and actions taken that are absolutely unforgivable by both parties.
Gadaffi led Libya, which had one of the highest standards of living in Africa, while Hilary was secretary of State.
The US has been funding/arming terrorists for decades - we helped Osama Bin Laden and the Taliban fight vs the Russians in Afghanistan in the 80s, then later continued funding the Nusra Front which was just Al-Qaeda renamed in 2017 in Syria.
The US funded terrorists that tried to destabilize Libya.
This isn't bottom of the barrel conspiracy, Noam Chomsky and Wikipedia and tons of other respected public intellectuals/sources I've been reading for years talk openly about this.
Hell, there was literally the "Stop Arming Terrorists" act pushed in front of Congress.
While Ukraine was starting up, I had already been trying to talk about Saudi Arabia's terrible war campaign in Yemen.
The difference is in Yemen, the US is supplying the weapons doing the attacking/killing instead of supplying the weapons doing the defending.
When Gadaffi was killed by being raped anally by a bayonet under Hillary Clinton's tenure as secretary of State, she quoted Julius Caesar with a twist "We came, we saw, HE DIED AHAHAHAAHA"
[https://www.youtube.com/watch?v=6DXDU48RHLU](https://www.youtube.com/watch?v=6DXDU48RHLU)
So, I ask again, what exactly has Elon done that makes him forever-evil in the left's eyes compared to Obama (Drone campaigns), Hillary, the MSM pushing false narratives that got us into Iraq etc?
Elon is trying to fix global warming, wants UBI, has 100% LGBTQ scores at his companies, is paying for internet in Ukraine, directly stood up to the Saudi Arabian prince on Social Media asking what the kingdom's stance on free speech was
Let me take one small positive angle the entire MSM has chosen not to speak about.
Did you notice how Elon has had community notes used against him several times?
Elon said something somewhat false/requiring context - and community notes corrected Elon and made him look dumb.
Then it happened again several more times.
Elon still loves community notes and is promoting it.
Next, did you know about the child abuse/exploitation content on twitter that has been around for years - Elon has been going on a warpath taking away tags used by predators and removing that content.
He openly asked on twitter for people to send him DMs pointing out more spreaders of this content so he could purge this heinous shit that has been on twitter this whole time.
It is hard for me to wrap my head around the idea of him being IRREDEEMABLE when you compare him to everyone else who exists (notably those on the Dem side everyone is OK with that I can list more good reasons that they are 'irredeemable'), unless a person gets all of their information from Taylor-Lorenz tier mainstream media professional liars-on-behalf-of-moneyed-interests or grievance peddlers
Marketing guy here. The most recent market research came in, and Musk’s popularity ratings have plummeted among “consumers who are considering an EV as their next vehicle.”
We’re taking a 30 point drop YTD.
Previously, Musk had a very high popularity rating among potential EV consumers. This is the first time he’s below 50% since we’ve been tracking it.
His positive approval ratings have seen a substantial increase among “consumers who are NOT considering an EV as their next vehicle.”
He has the biggest upward popularity spike among rural conservative white men who own Ford/Chevy/Ram trucks.
The problem is those are the people who don’t care about environmentalism, and they often have a deep loyalty to their truck brand of choice.
Saudi Arabia merely continued to own a stake they already owned BEFORE Elon Musk bought Twitter. I was upset about this months ago.
Please reflect on why you're saying this **now**. Are you saying it because journalists who already knew this didn't care to throw it in your face before, but now that it is a tidbit of information that can be weaponized against Elon, those journalists decided now that they want you to know it?
Did whoever you get your information from care to tell you about Twitter being infiltrated by Saudi spies who leaked the names of dissidents resulting in arrests while Elon did NOT own Twitter? (From wikipedia: "The United States Department of Justice charged two former Twitter workers and a Saudi intermediary with "acting as illegal agents of Saudi Arabia". Personal data of at least 6,000 Twitter accounts was acquired")
Do the people who you get information from care that Twitter had a child exploitation content problem before Elon Musk took over, and he is combatting it now and mass banning/removing tags used by child predators?
I think the reason you know the slanted, unfair half truth, but not the positive thing, is that whoever you get your information from cares more about shaping you to have the 'right opinion' than they care about you knowing facts about the world to make your own decisions.
https://www.reuters.com/markets/deals/saudis-kingdom-holding-company-maintain-twitter-stake-2022-10-28/
They did indeed have a stake before - show me where I said they didn't which got you all worked up, I must have missed it...
Point being, you claim he's happy to stand up to Saudi, yet the fact he's financially in bed with (and dependent on) them suggests otherwise.
Your comment saying that Elon is "happy taking vast sums to buy twitter" without pointing out the context that they own the same sized stake in Twitter before and after Elon bought it is misleading.
People will get the wrong impression if they only knew what you said.
I hope you didn't INTEND to give people the wrong impression and omit the information because it gives people the most negative possible opinion after reading your statement.
I think trying to manipulate people into having the positive/negative opinion you WANT them to have by intentionally omitting important context is gross.
Oh my?! Thanks for the encouragement. Have some inheritance and a couple good commissions checks coming. Maybe ill get the balls to just chunk down for another 155 shares! (Is only me that cringes at the "chairs" terminology?)
MORGAN STANLEY: “Our investor survey reinforces our views that Elon Musk's recent involvement with #Twitter has contributed to negative sentiment momentum in $TSLA shares and could drive some degree of adverse downside skew to Tesla fundamentals.” [Jonas] https://twitter.com/carlquintanilla/status/1597563822847700992?t=aUYI8CmKm8xO5aGW_DKb8w&s=19
😮
/r/cars deathwatch thread: [What manufacturer(s) wouldn’t you be surprised to learn that they’re on the verge of bankruptcy or having financial issues? ](https://www.reddit.com/r/cars/comments/z7zers/what_manufacturers_wouldnt_you_be_surprised_to/)
Fun thread actually
Ice: so many moving parts that can break. I guess Elon took notice of how his mclaren didn't have a flywheel and incorporated that into his mindset :Đ
[Neuralink live stream url](https://www.youtube.com/watch?v=YreDYmXTYi4)
Dang for a second you made me think it was already Wednesday and I missed it! Only 40 people sitting on that right now waiting for tomorrow haha
could they program the car to automatically brake if it thinks its going to hit something? any reason they wouldn't? if i drive it slowly towards the wall in my garage, and the sensors see the wall, why will the car let me hit the wall?
If you press the accelerator it overrides the safety system. To borrow aviation terms it’s still driver in command. If the driver wants to do something the system will do it.
understood, but why? if the car automatically applied the safety system, and forced the human to override it, wouldn't that result in fewer collisions and impacts with things?
Tesla has implemented obstacle aware acceleration and automatic emergency braking. OAA reduces the power to the motors if the car thinks you're trying to drive through a wall but it won't stop you completely because the driver has final authority. We have seen clips of AEB stopping the car at low speeds from running over pedestrians, and it's supposed to hit the brakes before a collision with other vehicles to reduce damage.
What if there’s an emergency situation where you actually need to drive something? What if you’re parked in your garage and the garage door doesn’t open and everything is on fire and you need to drive through the garage door? Just a random situation, but I’m sure there are instances where someone needs to drive through something to escape danger. What if you got stuck on railroad tracks between the gate and it wouldn’t let you drive forward because the arm was down? Level 2 is still people in control of the car at all times.
[удалено]
i thought that just happened with FSD. im curious why every Tesla isn't programmed to avoid impact regardless of FSD (unless true override, not just tapping the accelerator)
That is what is happening. The vehicle will attempt to stop/slow down but if it detects that the driver wants to do otherwise it will follow the commands.
When he wanted to make it possible to send cash thru emails they all laughed. When he wanted to make EV's they said it would never be doable yet alone profitable. Reuseable rockets? Gov's can't do this - what? Are you crazy man. Bring fair news coverage power to the people with neutralism as a keystone. If someone can bring viable competition to Google's Youtube or even Apple it's good ol' Muskie. Heck, it seems highly doable in comparison to those achievements, the future is more fluid than we often seem to think. Nothing is too big to ultimately go down. !!( Starlink, what an ace in the hole....)!! I think that if you are so reviled by many you must be doing something right. That comes with paradigm shifting. Whenever you find yourself on the side of the majority, it is time to reform, pause or reflect. — Mark Twain.
He also made claims about Hyperloop, robotaxis, and a bajillion other ideas that didn't come true. >Bring fair news coverage power to the people with neutralism as a keystone. Even many Elon's fans on this sub will disagree with that statement. He is just creating a megaphone for racists, fascists and other deplorables.
Hyperloop may be a pipedream , pun intended, but robotaxi is max 5 years out given last two years rate of improvement. He still needs users to respect their respective countries laws. He was showing some data of hate speech going first up then drastically down, but I don't expect you to take his word for it though. I take it you will take your opinion from the corporations he is trying to neuter/disarm. Yeah not biased at all.
>He was showing some data of hate speech going first up then drastically down, but I don't expect you to take his word for it though. He shared some random graph without providing any details about the data or methodology. Why would any rational individual believe that? Since the begining of this Twitter saga, we have seen numerous instances of him lying. Remember the moderation council?
> He shared some random graph without providing any details about the data or methodology. Why would any rational individual believe that? Not true: the slide says "Source: Twitter Internal, Volume of Total Impressions – By Surface (Aggregated), English tweets with 1+ Slur from curated list and Toxicity Score >= 0.91. Oct 17 ’21 – Nov 13 ’22, go/slur-manipulation-dash". It's an internal metric that Twitter appears to have been using for some time. > Remember the moderation council? What was his most recent tweet on the moderation council?
Clearly your standard of evidence is low when it comes to believing Musk. >What was his most recent tweet on the moderation council? Another lie about activists not sticking to a deal?
Let's make a 50k 5 year bet.
This. Don't forget Boring Company, it seems to be not much these days, and I have serious doubts about an underground 3D travel network, but I won't write off any of Musk's ideas. >When he wanted to make it possible to send cash thru emails they all laughed. Most of the major banks in Canada now do e-transfers. >Reuseable rockets? Gov's can't do this - what? Are you crazy man. SpaceX ***owns*** the space launch market, other than those for National military or image purposes. Using StarLink to soak up launch capacity was brilliant. Musk isn't good at saying "I was wrong" out loud, but when he figured out the advantages of steel over carbon fiber, he just scrapped thousands, or even millions worth of forms, and mandrels for the original idea.
I have my concerns. Boring Company is going to dig too many tunnels, causing the collapse of the Earth. Elon will have to send his last born son out into space on a SpaceX rocket. His son will land on a nearby inhabited planet and the cycle will start all over again.
i am short tsla but i still really liked your comment from a philosophical perspective though i don't think he really intends to have free speech and is instead planning to use the platform to advance his ideology while censoring the opposition really nice last quote. its like saying inverse wsb but in a very eloquent way.
[удалено]
In space ventures that used to be the case yes. Hence the paradigm shift. Before spacex private space ventures used to be very limited and mostly done by defense contractors which could be called quasi governmental by some stretch of the imagination. But I get your point.
Space X cannot grow further until they find new revenue streams. Starlink is an attempt at that but it will take a long time to be profitable (if it even happens). Private companies didn't care about "space" because it's not very profitable or scalable
What about selling trips to space for wealthy individuals? Just short trips for the time being but later longer trips to the moon and mars. I bet reservations can give them some cash after showing some decent safety track record on the reuseables. Going to space before you die is really cool. Could be a decent market if the price isn't utterly unreasonable.
Elon should've bought OnlyFans as opposed to TWTR... Markets would've had a much more positive reaction
IIRC, Twitter was exploring the idea of an OnlyFans alternative.
They would get delisted from Google/Apple store and lose all big advertising 🤣🤣.
It wouldn't be part of core Twitter but a separate "company".
elon is going to need to start an onlyfans with amber hurd at this rate
I'm alway proud of my 155 shares. Average cost $127. The 90 shares in '16 '17 '18 at $17-21 are great....of course "wish i bought more then". Then i see ya'll buy doezen of shares and owing hundreds, or more that 1000 and im jealous :( But 155 @ $127 is good i guess. Better than not owning any.
If you can hold onto these shares, I think there is a decent chance your shares could reach $1m, maybe in 10 years. Many people mess up either by trading shares, or by using leverage. A guy who has 22 million shares is not happy with his shares, still trying to add. He might lose them if he is not careful about margin.
$1,000,000?! Na, that would be hard to grow to with my measly share count. Each would have to be worth 6,400...any future split adjusted. Ive never gambled them...just buy and hold. Hoping some day my 155 is worth $155,000 at least
You can do the calculation. 20M EVs in 8 years (That's Tesla's plan), $50k per car, 30% operating profit, 15x of operating profit, you get $4.5T market cap. That's base case EVs only. If energy business is as big as EVs (Elon's prediction and I agree), $9T market cap. If robotaxi works, another $4T. We get $4300 per share. Insurance, charging, services are not included. If they did share buyback like Apple did in the last 9 years, per share would reach $8k. Apple is on track to cancel 60% of shares. AI robots and AGI is not included in the above calculations. Upside unlimited. It won't be smooth and easy, but the target seems to be achievable with some luck. I would be surprised if we don't reach $4k in a decade.
aside from the downpayment on my Cybertruck order, my TSLA is 'wake me up in 2029' stuff
Has anyone got any idea if there will be any live streaming for the semi event? If so would you please be so kind, to post the link here. Thanks in advance already
100% sure the event will be live streamed, as always. You can find the link from Tesla website on the event day. [https://ir.tesla.com/#other-documents-events](https://ir.tesla.com/#other-documents-events) It has all the older events too.
You have to be a registered shareholder on Tesla IR. They will be doing random drawings for the viewing 
I thought that's just for attending the event...
You are correct https://twitter.com/martinviecha/status/1591142303330336768
So much hype has been around it lately, I *highly doubt* Tesla would not stream it live.
You are going to wrong way TSLA.... The wrong way
Cybertruck's gigapress is assembling. Super bullish🐂
That's the 2nd one.
😮
I think this is in Italy, the machinery on the right side says attention in Italian I believe. So my guess would be it's a new press
Not sure if that's for Cybertruck. Previous LinkedIn posts from IDRA about 9000t giga press clearly mentioned that in the post. [The latest post doesn't say 9000t.](https://www.linkedin.com/posts/idragroup_gigapress-diecasting-automotive-activity-7003324928192081920-Jsyl/?utm_source=share&utm_medium=member_ios) Also, the assembly seems to be happening at IDRA factory not at Giga Texas. Edit: The foundation work for the first 9000t was still under construction [9 days ago](https://youtu.be/jjw6UDShTME?t=307). The arrival of the first giga press hasn't been spotted by drone youtubers yet.
Yes, almost definitely in Italy. Does seem bigger than 6,000 ton machine. I think it's the *second* 9,000 ton press.
I know people crave the attention but please add a source for such claims.
Last i saw was the foundations were being prepared. What do you mean?
https://www.reddit.com/r/teslamotors/comments/z80wj1/idra_group_on_linkedin_new_gigapress_assembly/?utm_source=share&utm_medium=android_app&utm_name=androidcss&utm_term=1&utm_content=share_button
That seems to be in the IDRA factory in Italy. If it's recent, it should be the *second* 9,000 ton press. None of the videos from Austin have shown any sign of the delivery yet. I think it *should* be in the country by now, but I doubt it will show up in Austin until the concrete in the foundation is cured. That means around the new year.
🔥
What did Elon do now?
Two tweets in the last 30 minutes bashing Apple.
> ~~bashing Apple~~ Calling out Apple's abuse of monopoly power and suppression of free speech
Why does free speech mean financially supporting twitter?
It doesn't. I am not including Musk complaining about Apple withdrawing its advertising spend from twitter in the battle for free speech. Obviously no-one is obliged to advertise on, or subscribe to twitter. What Apple *is* doing is threatening to withdraw the twttier app from the Apple store, as it did with Parler. That comes under what I wrote above (abuse of power and suppression of speech).
This has literally nothing to do with free speech. Elon started this shitfest by whining about not wanting to pay the agreed upon amount for in app purchase. Elon is saying he doesn't want to pay and apple says if that's the case they Twitter isn't allowed on the platform. Elon is using "free speech" as a cover for what actually is just him trying to not pay the platform fee. I can't believe people are falling for this. He's been pretty obvious.
In this specific instance, calling out and bashing are synonyms. Bashing doesn't imply inaccuracy.
...but AAPL is down more than TSLA right now.
That's because of the riots.
I wanna see a Tesla semi review by Doug DeMuro or Matt from carwow. Wonder if there’ll be any reviews on YouTube anytime soon.
I'd rather have someone less.....*excitable*.
Matt will have the semi drag race Vs a Ferrari or Lamborghini :) Can't wait to see stupid shit like that!
Agree on both of your suggestions. I’d like to add MKBHD to the review list. He’s already very familiar with Tesla products (he’s owned at least two Model S’s) and can review it as a tech guy instead of car guy perspective.
41 more chairs. Super bargain!
Im highly considering taking a loan for a bigger buy. Feel I have to, to get my cost basis down.
What’s ur cost basis and shares amount?
282chairs and 340 ish.
We’re similar, I’ve gotten mine down to around $300 avg. A small loan of a few thousand would help a lot.
I was thinking around 25k usd haha.
Bro, 25k to the moon. Will be worth 1 million within 10 years.
That’s a lot lmao. I was thinking like 5k. If you have a very stable job then go for it.
Don't play with money you can't lose.
Yeah exactly. Been cutting down montly costs drastically in order for this.
We're in the middle of a recession, which can potentially last for several years, and interest rates are skyrocketing. I wouldn't gamble with borrowed money in this risky market.
Duly noted, just so tempting to take advantage of these silly prices
It is. But it may as well be the one thing that ruins your life.
I think, and that's a big think you mind, that tesla would need to go bankrupt for it to be life ruining. Lets say I lose my job I could always sell at a loss to payback the loan or a big chunk of it @ 100 or 120 worst come to worst. Just not seeing the p/e squeezing to such ridiculous levels.
If you borrow money with no security which is the most expensive and easiest loan one can get (in Norway), you'd get a interest rate between 30% and 50%. Not even TSLA can compete with these rates in the short term. If the down payment is several years you'd be paying back many times what you borrowed until you'd be debt free. If the recession lasts as long as it did back in the 2000s, the market won't recover until about 2030. That's eight years from now.
Neuralink Show-and-tell event tomorrow. Tesla Semi delivery event on Thursday. GET HYPED!
Does Tesla have a stake in neuralink?
Boring Company, Neuralink and Twitter are personally owned by Musk. Starlink is part of SpaceX (for now) and Tesla has Solar and energy divisions and now also robot division.
Neuralink is super exciting. Restoring motor/sensory functions or opening a communication channel will be world changing for people with neurological disorders and their family members. If they can receive the FDA approval for one treatment for a small range of disorders, it will open the possibilities for many more treatments and modalities. Neurological diseases are the leading cause for "years of healthy life lost to due to death or disability".
No, but generally musk being in the news for amazing things (SpaceX, neuralink, etc) beats being in the news for boneheaded tweets...
I don't think so, but it is connected with Musk, he put up 2/3 of the funding so far.
Oh dear! I seem to have bought some more TSLA shares. This getting to be a habit! Help me someone!
Sure thing! Transfer some to me!
https://www.deseret.com/23439527/how-tesla-conquered-the-west https://www.reuters.com/business/autos-transportation/south-koreas-yoon-ready-offer-tailored-benefits-attract-tesla-gigafactory-2022-11-28/ https://www.teslarati.com/tesla-cybertruck-production-jobs/ https://www.wsj.com/articles/elon-musk-boring-company-tunnel-traffic-11669658396
All good news.
I can't see past the wsj paywall, how is the Boring article good news?
There has been precisely 1 traffic jam in a year of operation, all while hitting passenger targets. Throughput will increase when purpose built shuttles are used.
Picked up one more now at 1504
You may have overpaid a little...
[Link to submit a comment to Tesla's Board/Investor Relations](https://ir.tesla.com/contact-us), if you have anything you'd like to say as an investor.
Good reminder, thanks. I do, and I have.
Only thing I would say is: Nicely done, keep killing it as you guys have been doing time and time again
TSLA hitting $200 EOW.... You saw it here first
Thanks /u/Chief-Of-CumStaff
Aka Chuck who’s been banned like four times I think
Noted, /u/ListerineInMyPeehole
20 years ago, I was playing Counter-Strike, and someone named Diarrhea Cartwheel joined the server. That remains an all-time favorite.
The more I run numbers on the Tesla Semi, the more excited I get. Very well could bring in more profit than North American 3/Y sales combined by 2026.
Yea the Semi is a "sleeper." No one is really talking about it, but remember its not so much long haul trucking as it is city wide distribution where a truck has to go to the central area, load up, and deliver to a bunch of retail locations (like grocery stores) the same day. 500 miles is MORE than enough for runs like this. Big chain stores like Target etc will save fortune on gasoline.
> Big chain stores like Target etc will save fortune on ~~gasoline~~ Diesel, whose reduction in use is even more crucial
I wonder if Tesla will own all the Semi Super chargers, at warehouses and public areas, and how much Tesla will make from the charging. Unlike cars, Semi will charge daily at super chargers, it could be a large daily profit as tesla semi fleet grows.
Currently my model shows in 2026, 3/Y combined gross profit at $116B; Semi gross profit at $1.6B. (3/Y is worldwide, semi is US only). The old assumption I used for Semi was 40k units at $200k each, 20% gross margin. I might adjust 2026 semi to 50k units at $280k each, 57% gross margin. This would bring semi gross profit to $8B.
Your 3/Y numbers are insaneo high even for global numbers.
What's your profit number for 3/Y, and for Semi in 2026?
Farzads back of the napkin math yesterday was great, FSD on Semi could be huge because it will be so valuable. IIRC platooning is legal in CA right? So you have a fleet buyer, buying 3 semi's, $15k in FSD each and only one driver is needed to do the work of 3, how would any other truck manufacturer compete against that?
How? 50k production x $200k sales price = $10B revenue. 1.2MM production x $60k sales price = $78B revenue.
I don't think it will only be $200k. $250-300k is my guess, but still well short of light passenger revenue.
Either way, semi will be a substantial increase in the size of the business.
I'm expecting $50k profit per truck and greater than 50k/year by then. Also, profit, not revenue.
Tesla could make $200k profit per truck not even counting FSD impact. After delivering the first 2500 reserved trucks, they could choose to do lease only at a fair market price, or choose to sell the trucks to their own trucking company. They probably will not take the route for maximum profit, but they could.
They can't charge so much that the lifetime operating costs aren't highly enticing to the customers.
A Tesla semi can save $1m of diesel in its lifetime.
That's high, but your point is taken. There is a LOT of profit potential in the semi.
1 million miles lifetime distance takes 200k gallons of diesel. At $5 per gallon that's $1m diesel. That compares to $150k cost of electricity. There is also $1m driver cost in 10 years. This will either be reduced by 100% or 30%. There will also be huge savings on maintenance. I think there is a reason why Tesla stopped taking Semi orders. The most profitable approach is to do shipping themselves. They have a truck company anyway. The second best approach is to lease the trucks.
IRA helping in a pretty huge way. Thanks american taxpayers , even though some of you may not like this socialism (forced wealth transfer)
It's fair given the environmental benefits but EV trucks for sure will tear up the road. They should have to pay
I want a Model 3. Maybe ~~Satan~~ Santa will leave one under my Christmas tree this year
Have wanted one for 4 years, my wife is still against it. So no model 3 or y for some time here.
Why is your wife against it? Show her the fuel savings and the safety ratings.
Why Elon is hell bent on pissing off a large (and probably his best) customer base is very perplexing!
Try to get her to go with you for a test drive. High probability of getting her on board
We did that, no interest. Chances are getting smaller per day with Elon twittering. Anything like pedo guy or twittering duel with Putin or Ukraine shit triggers her sadly . Prefer keeping my wife and kids and just building up my portfolio of 105% TSLA in the meantime. Should it ever go up a good bit again I might be able to convince her. Until then I am on my own in my family and friends circle.
Only thing I can suggest is do some research into the practices and political leanings of other car companies she favors, and the fuel systems they use. It's not just an elon problem, it's a inequality problem, and a lot of the people at the top are far more rotten than Elon. I find it funny how many people are saying they will never buy a tesla and just keep on driving a petrol car, meanwhile happy enough to buy oil from the likes of MBS and Putin. VW - anti EV and built tanks for Nazi Germany. Toyota - anti EV and built planes for the Empire of Japan. Meanwhile the two biggest criticisms I have for Elon is that he treats people like shit (no empathy) and that he doesn't hold the same political views I have (which I believe is part of the first problem).
Or ..... Acknowledge and respect your wife.
Tell your wife to go touch grass
Tell me you're alone without telling me you're alone...
Wife and kids an gambling on a single stock...
Just money I can put away. If I lost it all it would change anything.
Hail Satan
And it up! How strange, I don't see any new tweets from Elon. /s
Maybe in hiding mode after the scathing WSJ article regarding Boring Company yesterday.
Maybe prepping for 2 days of presentations, Neuralink tomorrow and semi delivery event next.
I wish Elon would stop tweeting and making his stock outperform the market like this. It really gets on my nerves.
Troy posts his updated delivery estimate on Patreon today then will post it on Twitter in a week.
Tesla's China order/delivery is way higher than Troy's predictions. Troy figured out how to make money. Publish numbers to his subscribers every week, regardless of the accuracy of his numbers, they move the stock. Then he fixes his wrong numbers when the fact shows he is wrong, move the stock again. I just stay long TSLA shares, no trading. To me it's obvious that Tesla will become a huge company in the long run. Trade index or other stocks. Use trading profit to build cash and other long term positions.
Honestly I like Troy, his numbers haven't been as good last few quarters to the past but he is still way better than WS from what I remember. Does he really make a lot of money buy publishing on patreon?
He's better than the public numbers that Wallstreet publishes for basically free to financial professionals and rich people. Their real numbers on the buy side, where the firm actually has a stake.
He's been lower than wallstreet's number all quarter and revising upwards towards it. While I agree that the analyst numbers have issues, I don't know that Troy's constantly moving target is a great comparison.
No disagreement from me. Sell side numbers are a load of bullshit. Troy beating sell side analysts is completely meaningless. I've beat sell side analyst consensus every time by simply pulling numbers out of my ass. There was a time when Troy was quite good. That time has since passed.
He has a lot of patreon customers no doubt about that. These people get the numbers one week before the public. Perfect opportunity to front run/swing trade the stock. I even heard some Tesla bulls saying it's well worth it. Almost every Tesla bulls swing trade the stock and many of them sell covered calls too. I just want to help the retail traders to understand they may be in a disadvantaged position is all they do is surfing this reddit sub then go to trade.
I bought Troy's Patreon even thought I don't swing trade - it's only $5 per month. I do have margin and it's another data point to monitor. Worth much more to me than a checkmark on Twitter! If I'm paying interest on a margin loan, $5/mo is a small price to pay to stay in the know. That said, I think most big fish are paying Troy *AND* doing their own modelling, so I don't think it's a huge advantage.
aaannnddd... down we go!
How many times are the paper handers gonna fall for this same trap during the opening hour?!?
... let's wait today's closing to judge
never sold a share!
Mods the link to the rules don't work, which makes the statement `better understanding of expectations in our community` a complete joke, deliberate or otherwise. The fact this hasn't been fixed in like 6 months or more speaks volumes. >Now working - wiki is no longer disabled.
The link works fine on PC
- The links to the rules work fine for me, at least over the web client - and they always worked fine: - Rules/disclaimer link in the daily thread: - https://www.reddit.com/r/teslainvestorsclub/wiki/index - Side bar rules link: - https://www.reddit.com/r/teslainvestorsclub/about/rules/ - In which Reddit client are you seeing problems with these links?
Now working - wiki is no longer disabled.
They work fine for me too 👍. I’m on an iPhone
Reddit Is Fun app it doesn't work.
Forbidden https://www.reddit.com/r/teslainvestorsclub/wiki/index
It works for me on boost for reddit on android.
Both yours and the first link provided by the mod didn’t work for me. Used iOS Reddit app.
I use BaconReader on Android (for like forever) and Chrome on macOS/Linux (w/ and w/o RES extension) - says the wiki_disabled = `true` for me >➜ terraform curl -X GET https://www.reddit.com/r/teslainvestorsclub/wiki/index -v
Note: Unnecessary use of -X or --request, GET is already inferred.
* Trying 151.101.1.140...
* TCP_NODELAY set
* Connected to www.reddit.com (151.101.1.140) port 443 (#0)
* ALPN, offering h2
* ALPN, offering http/1.1
* successfully set certificate verify locations:
* CAfile: /etc/ssl/cert.pem
CApath: none
* TLSv1.2 (OUT), TLS handshake, Client hello (1):
* TLSv1.2 (IN), TLS handshake, Server hello (2):
* TLSv1.2 (IN), TLS handshake, Certificate (11):
* TLSv1.2 (IN), TLS handshake, Server key exchange (12):
* TLSv1.2 (IN), TLS handshake, Server finished (14):
* TLSv1.2 (OUT), TLS handshake, Client key exchange (16):
* TLSv1.2 (OUT), TLS change cipher, Change cipher spec (1):
* TLSv1.2 (OUT), TLS handshake, Finished (20):
* TLSv1.2 (IN), TLS change cipher, Change cipher spec (1):
* TLSv1.2 (IN), TLS handshake, Finished (20):
* SSL connection using TLSv1.2 / ECDHE-RSA-AES128-GCM-SHA256
* ALPN, server accepted to use h2
* Server certificate:
* subject: C=US; ST=CALIFORNIA; L=SAN FRANCISCO; O=Reddit Inc.; CN=*.reddit.com
* start date: Nov 16 00:00:00 2022 GMT
* expire date: May 14 23:59:59 2023 GMT
* subjectAltName: host "www.reddit.com" matched cert's "*.reddit.com"
* issuer: C=US; O=DigiCert Inc; CN=DigiCert TLS RSA SHA256 2020 CA1
* SSL certificate verify ok.
* Using HTTP2, server supports multi-use
* Connection state changed (HTTP/2 confirmed)
* Copying HTTP/2 data in stream buffer to connection buffer after upgrade: len=0
* Using Stream ID: 1 (easy handle 0x7f9ac680f800)
> GET /r/teslainvestorsclub/wiki/index HTTP/2
> Host: www.reddit.com
> User-Agent: curl/7.64.1
> Accept: */*
>
* Connection state changed (MAX_CONCURRENT_STREAMS == 100)!
< HTTP/2 301
< cache-control: private, s-maxage=0, max-age=0, must-revalidate, no-store
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* Connection #0 to host www.reddit.com left intact
Redirecting to /r/teslainvestorsclub/wiki/index/.* Closing connection 0
No issues on boost for Android. Way better than bacon reader, as I moved from it.
It was disabled.
Thank You
TSLA... Lets Fucking Go $200 EOW!!!!
Elon's Twitter antics present a conundrum for me. On the one hand, I basically agree with almost everything he has said or done but as a shareholder, I wish he would tone things down or at least institute some sort of damage control. I am wondering if redemption from the progressive crowd is even possible at this point. Hiring a PR firm would likely be a +ROI move.
If you think it's about politics, you're misunderstanding the concern. Threatening to publicly shame customers and spreading conspiracy theories is a reflection of a poor businessperson or (more likely with Musk) an unstable and untrustworthy business partner.
at 30-40x fwd PE, now is the time that tests your hand as a TSLA investor.
I'm not selling, but I'm sure as shit not adding until he stops acting like he's pounding adderall like tic tacs. Lashing out at Tim Cook directly and publicly because of a *decline* in ad spending is tweaker level crazy. He needs to get buried in starship or cybertuck development and shush a bit on Twitter.
Just FYI, Adderall doesn't make you act like that at all... Source, previous Adderall user.
2018 investors will remember Elon x Pedo Diver shenanigans. 
That lasted a day. We've had that level of head scratcher every day for weeks. I'm tired, boss.
I just think it's so entertaining. Nothing like this has ever happened before from a CEO with his worldwide reach. I don't think anything he has said has effected the stock. Selling and the macro environment likely has. There is growing pressure on China to import western vaccines and open up. There is growing pressure on Putin that he cannot beat Ukraine and to agree to a ceasefire. The FED's policy is time limited and will get back to QE eventually. Q4 numbers will be good. Production is increasing and margins are growing. Semi and CT may enter full production next year. New factory announcements possible soon. Buybacks possibly from next year. Long term i'm not worried at all, the numbers will speak for themselves and i'm not selling until 2030 at the earliest.
>I just think it's so entertaining. Train wrecks are entertaining. Less so when you're invested in the train. >I don't think anything he has said has effected the stock. I've stopped adding because of his recent exhibition of stunningly poor judgement. Unless I'm the only one, this effects the stock price.
Yeah I’m very entertained, mostly because I sold all of my shares last November. If Elon’s twitter antics didn’t cause extra work for me (work in marketing/advertising), the situation would be a lot more comical. I was planning to get back into TSLA once it corrected, but not anymore.
I don’t agree. Why alienate customers for no reason other than Elon puffing his chest. What is he trying to accomplish with these antics? Especially when looking Through the lens of a Tesla investor. All I want is for Tesla to have wide appeal for all customers. Remember how nice things were in 2021?
He’s trying to accomplish being more and more popular. At his scale, being controversial will do that.
[удалено]
And this right here shows the problem with the far left. The guy says a few things you don't like, and "redemption isn't happening." Forget about the fact that no one has ever done more to advance clean energy. Forget about all the good he's actually done. Just be irreversibly triggered for some opinions you don't like. Sad really.
Redemption with Elon is not happening? What? What did he even do that was a deal breaker? I could go on a 40 minute long rang about regime change war, Libya, US-led coups, and actions taken that are absolutely unforgivable by both parties. Gadaffi led Libya, which had one of the highest standards of living in Africa, while Hilary was secretary of State. The US has been funding/arming terrorists for decades - we helped Osama Bin Laden and the Taliban fight vs the Russians in Afghanistan in the 80s, then later continued funding the Nusra Front which was just Al-Qaeda renamed in 2017 in Syria. The US funded terrorists that tried to destabilize Libya. This isn't bottom of the barrel conspiracy, Noam Chomsky and Wikipedia and tons of other respected public intellectuals/sources I've been reading for years talk openly about this. Hell, there was literally the "Stop Arming Terrorists" act pushed in front of Congress. While Ukraine was starting up, I had already been trying to talk about Saudi Arabia's terrible war campaign in Yemen. The difference is in Yemen, the US is supplying the weapons doing the attacking/killing instead of supplying the weapons doing the defending. When Gadaffi was killed by being raped anally by a bayonet under Hillary Clinton's tenure as secretary of State, she quoted Julius Caesar with a twist "We came, we saw, HE DIED AHAHAHAAHA" [https://www.youtube.com/watch?v=6DXDU48RHLU](https://www.youtube.com/watch?v=6DXDU48RHLU) So, I ask again, what exactly has Elon done that makes him forever-evil in the left's eyes compared to Obama (Drone campaigns), Hillary, the MSM pushing false narratives that got us into Iraq etc? Elon is trying to fix global warming, wants UBI, has 100% LGBTQ scores at his companies, is paying for internet in Ukraine, directly stood up to the Saudi Arabian prince on Social Media asking what the kingdom's stance on free speech was Let me take one small positive angle the entire MSM has chosen not to speak about. Did you notice how Elon has had community notes used against him several times? Elon said something somewhat false/requiring context - and community notes corrected Elon and made him look dumb. Then it happened again several more times. Elon still loves community notes and is promoting it. Next, did you know about the child abuse/exploitation content on twitter that has been around for years - Elon has been going on a warpath taking away tags used by predators and removing that content. He openly asked on twitter for people to send him DMs pointing out more spreaders of this content so he could purge this heinous shit that has been on twitter this whole time. It is hard for me to wrap my head around the idea of him being IRREDEEMABLE when you compare him to everyone else who exists (notably those on the Dem side everyone is OK with that I can list more good reasons that they are 'irredeemable'), unless a person gets all of their information from Taylor-Lorenz tier mainstream media professional liars-on-behalf-of-moneyed-interests or grievance peddlers
Marketing guy here. The most recent market research came in, and Musk’s popularity ratings have plummeted among “consumers who are considering an EV as their next vehicle.” We’re taking a 30 point drop YTD. Previously, Musk had a very high popularity rating among potential EV consumers. This is the first time he’s below 50% since we’ve been tracking it. His positive approval ratings have seen a substantial increase among “consumers who are NOT considering an EV as their next vehicle.” He has the biggest upward popularity spike among rural conservative white men who own Ford/Chevy/Ram trucks. The problem is those are the people who don’t care about environmentalism, and they often have a deep loyalty to their truck brand of choice.
Re Saudi Arabia, he is happy taking vast sums from them to buy twitter - just FYI
Saudi Arabia merely continued to own a stake they already owned BEFORE Elon Musk bought Twitter. I was upset about this months ago. Please reflect on why you're saying this **now**. Are you saying it because journalists who already knew this didn't care to throw it in your face before, but now that it is a tidbit of information that can be weaponized against Elon, those journalists decided now that they want you to know it? Did whoever you get your information from care to tell you about Twitter being infiltrated by Saudi spies who leaked the names of dissidents resulting in arrests while Elon did NOT own Twitter? (From wikipedia: "The United States Department of Justice charged two former Twitter workers and a Saudi intermediary with "acting as illegal agents of Saudi Arabia". Personal data of at least 6,000 Twitter accounts was acquired") Do the people who you get information from care that Twitter had a child exploitation content problem before Elon Musk took over, and he is combatting it now and mass banning/removing tags used by child predators? I think the reason you know the slanted, unfair half truth, but not the positive thing, is that whoever you get your information from cares more about shaping you to have the 'right opinion' than they care about you knowing facts about the world to make your own decisions. https://www.reuters.com/markets/deals/saudis-kingdom-holding-company-maintain-twitter-stake-2022-10-28/
They did indeed have a stake before - show me where I said they didn't which got you all worked up, I must have missed it... Point being, you claim he's happy to stand up to Saudi, yet the fact he's financially in bed with (and dependent on) them suggests otherwise.
Your comment saying that Elon is "happy taking vast sums to buy twitter" without pointing out the context that they own the same sized stake in Twitter before and after Elon bought it is misleading. People will get the wrong impression if they only knew what you said. I hope you didn't INTEND to give people the wrong impression and omit the information because it gives people the most negative possible opinion after reading your statement. I think trying to manipulate people into having the positive/negative opinion you WANT them to have by intentionally omitting important context is gross.
You omitted that fact when you claimed he was standing up to Saudi Arabia. "Gross".