Is Elon Musk hurting Tesla? (Mod Note Post #1)

Ireland is in an awkward situation in that we are the biggest right hand drive nation in the EU, a collective of left hand drive nations. Prices of new and second hand cars are generally higher here as a result

With Tesla they are much more transparent with their pricing and as far as I can tell sell new cars for the same price as they do in other EU countries. This has the knock on effect of them being cheaper than the likes of VW here. This means the price is much higher second hand

In short, unless you're buying new I'd not bother with a Tesla

Tesla cars hold their value better than most others do. Regardless of the reason behind this it makes more sense to buy it new than pre-owned

Why Teslas hold their value better is only speculation on my part

I wouldn't be surprised if the stock price rises despite a bad earnings call.
Dan Ives be like "Tesla earnings call was bad, but not as bad as expected, I'm bullish".
Then there's the added news of Elon potentially leaving politics, so investors will pray that he'll be a super serious, hard working and involved full-time CEO again.

It's likely a not so insignificant chunk of Tesla enginners are Elon sycophants, especally on the software development side of things. The likes of 'Big Balls' comes to mind, fairly young talented engineers that he can mould into his manosphere.

The other weird thing is the draw or attraction of being in relatively close proximity to a man of unimaginable wealth like Elon, because he generally had close oversight of those divisions. If you do a good job and kiss his hole for long enough it could open valuable doors.

Revenues yes, down 9%. Total car sales down 20%.

Net income plummeted 71% to $409 million, or 12 cents a share, from $1.39 billion or 41 cents a year ago.

2.1% Operating margin LOL.

Hope nobody puts tariffs on any of the materials they need.

Musk talking nonsense on the earnings call yesterday as usual. "There will be millions of Teslas operating fully autonomously in the second half of next year". Really Elon, really?

This lad is the king of over-promising and under-delivering. How do investors still buy any of his outlandish claims?

He's going to cut down his work for Trump to one or two days a week. Eh yeah Elon, I don't think it's your super hardcore work ethic being missing that's causing issues for Tesla. Might be something to do with those nazi salutes you've been doing.

If he seriously can't see they being associated with Trump in any way is what the problem is then he's even crazier than I thought.

And of course the share price is up in after hours trading, because... Tesla.

everything is up today, so the Tesla rally is only a few percent, but it’ll be interesting to see who wins the tug of war over the next week as the market digests the financials (and the fact that he’s not actually going back to Tesla, he’s just going to commit more time to it), between the retail musketeers, and the institutions.

In November, the Q1 eps was forecast by Dan Ivey at $3:31, and yesterday they delivered over 92% less than this and he’s calling it a very net positive day for the SP.

Id love to know how much of TSLA these guys are holding that’s between $250 and $480/share.

I wonder if just thinks a Model 2 is just too boring personally, I think someone mentioned here that the CT was first preference by Musk yet a smaller car in the lineup makes total sense.

No one asked for the CT.

100%
musk is bored of selling cars

If Tesla were building production line capacity for the 20-30% annual growth they forecasted, and are e.g -45% in the EU27 so far in Q1, you’d have to think they have big gaps in production?

Are they still planning the plant in Mexico?

My limited understanding of car manufacturing is that you can’t ’slow down’ a production line, you run at capacity and then have full downtime, or remove lines

This is a hilarious list to read

During the Q&A section of the earnings call one analyst asked about the reliability of Tesla’s cameras when confronting sun glare, fog, or dust. Musk claimed that the company’s vision system bypasses image processing and instead uses direct photon counting to account for “noise” like glare or dust.

Tesla's are not equipt with photon camera tech. Caught lieing again. A pure conman.

From my time in manufacturing they are probably running a JIT operation. They probably have contracts with suppliers fo X amount of parts for assembly every month. There probably is clause where they can reduce or increase this by a certain %. But they will probably have to build the cars they have the parts ordered for and let them sit there. This goes for all car makers. If they are overproducing cars they will eventually have to cut prices to shift them. I personally wouldnt buy a Tesla as i dont like them and Elon has just made that decision very easy. But at the end of the day pricing will be the major factor in peoples choices. And if the Tesla is considerbly cheaper peoples morals will go out the door. As they say money talks. Will be interesting ahead. Will money dictate to Elon to keep a low profile in the future.