1x Tsla Discussion Threads

[davethehorse] 21/5/2025 20:33

Trump opened his gob again...

[sigmund freud] 21/5/2025 12:10

the share price detached from company reality a long time ago
musk excels at selling dreams and being in the lead
naturally he will get bored with the mundane reality of running a company
so expect lots more dreams in the news
he is basically tesla's advertising and the share price follows his announcements, rather than company reports now
i am not a fan of either him or tesla
he is a bit like blair was in the early days of new labour. any bad news is buried in a flurry of news reports about self-driving cars, rocket ships etc etc
the share price is at a resistance range
waiting to see if we go above 360bucks or below 310 to take a position
if i had to guess, i see more pre-terminal optimism in the us, causing a golden cross to form in the next month. which i would personally hate, but i like my cash and i don't want to waste it
i don't wish ill on anyone, but where would the share price be if he were no longer with us? an awful lot lower is my guess

[bagpuss67] 21/5/2025 11:23

Feels like this could be the point to start building the short position which I have done modestly so far. Apart from comoany specifics also a bit of a hedge against a US marhet crash at some point.

[hosede] 21/5/2025 11:06

FRom a Bloomber article "It only took one bad accident, and a botched response, to derail Cruise."
ONE BAD ACCIDENT was underlined
I'm amazed that Cathy et al are still in there

[hpcg] 21/5/2025 10:57

The article explains well Hobson's choice for shareholders. The easiest way out of course, is to stop being a shareholder.

[hosede] 21/5/2025 09:40

Quite damning article from Elektrek

[hpcg] 20/5/2025 16:53

The analysts have not tended to be too far away. Firstly there is plenty of information to work with as a guide, and secondly getting too far off base in not a good look. Right now it doesn't really matter as we are half way through the quarter and the people buying the shares aren't listening. Get well in to June and some will start putting out projections. These are going to cause a stir even amongst the tone deaf.

[hosede] 20/5/2025 12:15

But the share price goes ever upwards - and quite recently some idiot analyst was still expecting over 400k sales in Q2

[effortless cool] 20/5/2025 11:43

April China sales figures now out, and they are terrible: down 9% from April 2024 and down 62% from March 2025.

These are bad enough on their own but put them into context of the wider Chinese EV market and they are truly appalling, with Tesla's market share more than halving from March to April.

There's a great summary here.

[hosede] 19/5/2025 19:41

Tesla's weekly China registrations should be announced tomorrow I think. 7240 then 3070 : this weeks should certainly be interesting! Can the share price really continue to ignore them?

EDIT
Recovered to 11,130 - better but still half week 13

[blusteradjuster] 16/5/2025 07:40

Grok an also-ran at 5m visits.



ChatGPT got 780m visitors in April. That is dominant, and a business and culture changing level.

[hosede] 15/5/2025 12:05

Doesn't sound like things are going to improve any time soon

[hosede] 13/5/2025 22:53

But why aren't the big holders like Cathie taking advantage of the rise to unload a few. surely they can see what lies ahead.

[bagpuss67] 13/5/2025 21:21

Never thought I would get another crack at shorting this from a decent level. Eventual price discovery and the eventual US market correction should allow me to achieve a decent profit this time.

[hosede] 13/5/2025 16:30

Alas it never rains but it pours



Not a good day at all - 3 negative articles, but the Shares are up

[hosede] 13/5/2025 16:07

Hpcg
But about 66% of the shares are held by institutions. They will be looking at this info.
Q1 profits were 23 cents and Q2 likely to be worse I would think.That $3.00 is surely going to have to be drastically reduced after June


insurance registrations in China were only just of 3000 last week Ouch!
thats equivalent to olny 40k per quarter!

[hosede] 13/5/2025 13:58

Sigmund
I would expect it to make a loss this year and Robotaxis will take quite a time to make profits - if indeed they ever do

[sigmund freud] 13/5/2025 13:30

i have a wider family member who is no more than 14. he was telling me to buy tesla! heaven forbid what bs is being mouthed on social media.

let the hotties buy all they can, this has gotta come down again. happy to see it making gaps on the rebound. will look forward to seeing them get filled again.

can anyone tell me an up to date p/e?

this is not a car / space / power company now. it is obviously musk inc. he crashes and the company will crash with him.

[hosede] 13/5/2025 13:06

Extraordinary - I think -- all this excitement about Robotaxi - After Musk's own team told him they would not make money (and were sacked for their trouble). You would think people would have their doubts

[hpcg] 12/5/2025 13:39

Well that is why I have used options. I'll be looking for July and or September options as the June's expire before the end of Q2, obviously, and well before the next conference call. We will certainly see more downgrades before then. Waiting for it to go overbought now.

[davethehorse] 12/5/2025 13:30

Lol yes shorts are literally burning in a big fire ball today lol

[hosede] 12/5/2025 13:05

Clocktower
Painful for shorts though - you have to wonder how much of the rise (in everything) is short covering