Tesla Talk 2

reaction238

https://www.boards.ie/discussion/comment/123788656#Comment_123788656

Soon as in within 10 years.

And I don't seriously believe it will be cutting my hedges or getting past tricky boss battles on the Xbox for me. Initially.

unkel

https://www.boards.ie/discussion/comment/123788608#Comment_123788608

Watching that was a complete waste of time. Tesla has been overpromising "full self driving", people took that promise literally and let the car drive (despite promising that they wouldn't and that they understood they needed at all times be in charge). Expert says you can't have self driving without lidar (Tesla only does vision to save money), throw in some fatal accidents and phantom breaking from 2018/2019 (many many years before the first version of beta full self driving was launched). Tesla sued for false advertising

Did I miss anything?

unkel

In other news, fairly strong push today, was $356 earlier

Please someone, throw some proper FUD into the world (not that regurgitated rubbish like the above video) so it will go down below $300 again and I can buy some 😂

reaction238

https://www.boards.ie/discussion/comment/123788706#Comment_123788706

Did you miss the fact that its a video on the Internet? I mean how are you not scared? /s

Thanks for the summary, saves me giving them clicks and advertising money.

listermint

https://www.boards.ie/discussion/comment/123788715#Comment_123788715

Hope you do actually diversify your investments because the cult like nature of the advice isn't really something anyone should take seriously.

I mean this earnestly. Split up your investments.

unkel

https://www.boards.ie/discussion/comment/123789278#Comment_123789278

I've posted it many times before. My investment is mostly in my pension fund that I can't touch. With a bit of money that makes no fundamental difference to my life if I lost it all, I play myself. Currently it is just sitting waiting in cash. Look back a few pages in this thread in what I have done with it in relation to TSLA in the last while. My posts about buying any shares are never advice of any sort, it is just posting what I have done and what my plans are

The fact that I do not hold any TSLA is proof enough I don't follow any kinda cult. Otherwise I would just Hodl like a cryptobro - and successful they are 😂 I have explained several times before on this thread what my strategy is, basically a low risk strategy of making many short term gains. Sit back and hold on while I sit on a loss. Sit back and wait if I don't hold any and the price is too high for me. The only real risk is if the stock would rocket while I am out (unless you think there is a chance that TSLA will go bust)

sk8board

https://www.irishtimes.com/business/2025/09/05/tesla-seeks-to-award-elon-musk-1-trillion-pay-packet/

TSLA holders will pump the SP literally on anything at this point, it’s fantastic 😂.

”Achieving the maximum payout of 423 million shares, Musk will have to boost Tesla’s market capitalisation to $8.5 trillion from $1.09 trillion today. That is more than twice that of Nvidia, currently the most valuable company in the world at $4.2 trillion.

Tesla must also sell 12 million more electric vehicles; reach 10 million autonomous driving subscriptions; register and operate 1 million cars in its Robotaxi network; sell 1 million AI robots and increase adjusted earnings 24-fold to $400 billion.”

let that sink in 🙄🙄🙄🙄🙄🙄

reaction238

https://www.boards.ie/discussion/comment/123789600#Comment_123789600

Yes let that sink in. The stock is extremely cheap.

sk8board

1m AI robot sales is either a really soft target, or it tells you all you need to know about how much Optimus will cost and who the target market will be.

And just to chalk it off - Musk was lying about Optimus being 80% of Tesla’s future value. But we knew that already.

reaction238

https://www.boards.ie/discussion/comment/123789633#Comment_123789633

How have you come to the.conclusion he was lying? Because the Irish Times says he needs to sell 1m robots? I think you've taken the example literally. Nobody knows what the breakdown in sales will be. he could sell 100 million Optimus robots and no Teslas. I think you're just seeing what you want to see.

An 8.5 Trillion company in 10 years time is by no means far fetched. I can see nVidia doing it. Can I see Tesla doing it? Honestly, they have a bit to prove first.

But you're missing an important point in this deal. It has the potential to pay out 1 trillion. It's based on certain conditions. Some very tough targets, nobody is disagreeing with that. Its only potentially up to 1 Trillion.

unkel

Anyone that can 10X grow what is already one of the biggest companies in the world within 10 years deserves a small percentage of that growth, does anybody really disagree with that? Isn't that how our capitalist society has always worked?

For sure nobody has ever accomplished anything like that. If they had, they would have been well awarded too…

maidhc

https://www.boards.ie/discussion/comment/123789730#Comment_123789730

I agree here. If he pulls that off he deserves one trillion and probably a sainthood from the pope as well as miracles will have been worked. Surely his immediate issue will be a cashflow problem given the sales reports.

unkel

@sk8board - "What happens if the car business goes cash flow negative in Q4 as expected?"

You and others have posted about Tesla sales going into freefall many times over the years. I have no doubt Musk has other (higher) priorities than car sales now, but I am not so sure the car sales are dead just yet. I.e. the Model Y-L (6 seater) seems to be a huge success with 10k orders per day in China alone. And that must be a very profitable car.

reaction238

New Model Y based hatchback spotted out in the wild

https://x.com/TeslaNewswire/status/1964292382435750011

sk8board

https://www.boards.ie/discussion/comment/123790644#Comment_123790644

I didn’t say the sales numbers would fall - I’m saying analysts (who’s job it is to do the work) suggest the car business could be cash flow negative by Dec 31.

Saying it’s just a drop in sales is not exactly the same thing.

Tesla funds the projects with the profits from the cars.

Margins are dropping

Sales are dropping

Grants are ending

Carbon credit sales are ending.

these are all statements of fact and impede Tesla’s ability to pump money into the projects.

The reason why it’s not expected to tighten in Q3 is that the US market is expected to see a sales volume bump in advance of the US grants ending. Q4 is the one to watch, and sales are just one element.

sk8board

It says it’s the more affordable model Y, not a new Y-based hatchback.
Tesla aren’t building any new models, they’re just making the Y cheaper, which is good.

https://www.boards.ie/discussion/comment/123790691#Comment_123790691

listermint

https://www.boards.ie/discussion/comment/123789730#Comment_123789730

And you continue to claim this isn't cult like behaviour.

Despite the ample evidence none of musks claims have come to pass.

This trillion dollar shite is designed to promote share purchasing and pretend that he can deliver. It's more of the same bollixology , Tesla sales are down 40 percent in EU and even in Ireland now. Something that is conveniently side stepped now, looking for any win. At this point.

All this despite EV purchases growing across the board.

The announcement is guf more guf on top of old guf.

Its more disappointing 'smart' people fall for it every time

corcaigh07

Make the Model 3 a hatch and I’d be making a purchase.

The rumoured cheaper Y sounds great, no glass roof, no light bar and stalks included, all sounds fine to me.

Gumbo

https://www.boards.ie/discussion/comment/123791662#Comment_123791662

Tesla down 9.89% year on year in Ireland. Jan to Aug figures. We are below average compared to the EU.

There seems to be equal cults for and against Tesla so it seems.

unkel

https://www.boards.ie/discussion/comment/123791662#Comment_123791662

Of course is not cult like behaviour. My post you quoted was generic on purpose. Anyone leading any company that can achieve a gain, deserves a small part of that gain. That was the point I was making. That is capitalism. If you don't agree, maybe start a commune somewhere? 😂

Or maybe you want me to comment on those (clearly defined) goals? Do I think or believe he might reach all of them? No is my answer.

listermint

https://www.boards.ie/discussion/comment/123791981#Comment_123791981

You're not being legit frankly.

No company on earth would be talking about a trillion as CEO salary. Its unserious youre being unserious in treating it seriously.

JOL1

https://www.boards.ie/discussion/comment/123792054#Comment_123792054

Clearly one company is…and as far as I am aware it is still HQ'd on earth

Cyrus

https://www.boards.ie/discussion/comment/123792123#Comment_123792123

For now until the move to mars to be fair ! Not sure why anyone is getting worked up over this either he delivers massive growth and gets paid or he doesn't , if he does he will be worth it that's for sure .

listermint

https://www.boards.ie/discussion/comment/123792137#Comment_123792137

Who's getting worked up?

I just called it for what it is, misdirection, waffle. Purposefully to get away from what hes done to the Tesla brand ruining their vehicle sales when they should be hitting their absolute stride.

JOL1

https://www.boards.ie/discussion/comment/123792144#Comment_123792144

No..you expressed an opinion which is different to representing it as fact "just callled it for what it is" . There is no debate that this is a staggering remuneration package by any objective standard and everyone can have a view as to how realistic, challenging or fantasy that it may be, but criteria for payment are linked to very specific performance measures. In simplistic terms is seeks to align the interests of the CEO with those of shareholders which is nothing new..what is new is the size of both the risk and the reward …..

unkel

https://www.boards.ie/discussion/comment/123792054#Comment_123792054

I am perfectly logical and reasonable here. And "legit". And frank. And serious. In a capitalist society, there is a reward for risk and success. The more risk / success, the greater the reward. Incredible success, incredibly large reward

But just read your own post again. There is no logic in it. It is just a rant. Do you begrudge successful people? Do you do a Victor Meldrew on 18 year old footballers who make €100k net a week?

reaction238

https://www.boards.ie/discussion/comment/123791662#Comment_123791662

Sales are down due to a political boycotting campaign. Not because the products are inferior. If you want to talk about cult like behaviour, let's start there.

listermint

All 3 of you cant see it for what it is. Ive explained what it is and none of you understood that which shows exactly what I meant the first time I said its cult like behaviour.

He's not getting a trillion, hes not delivering on more false promises, just like he hasn't delivered on all the last ones.

And people are buying the products specifically because he's a right wing lunatic and hes stolen all their social security data. Not because of a cult. Time to wake up fellas your guy is a wrong one.

JOL1

https://www.boards.ie/discussion/comment/123792794#Comment_123792794

Not sure why you refer to him as "your man", that is to infer beyond anything that has been stated… Comments relate to what is happening about his remuneration package and what is proposed "facts", rather than express any personal support for the individual or expression of a view on how achievable the performance targets are or are not. Resorting to extrapolating that to your conclusion of "cult like behaviour" is a stretch too far and is not based on "facts".

listermint

https://www.boards.ie/discussion/comment/123792833#Comment_123792833

Its my opinion, that he is your man.

Succinct. /