Tesla Talk 2

Happy that my Model 3 passed NCT a few hours ago, just under 60k, was told everything perfect.

Appears as though Model S&X are being discontinued …production stopping next quarter ….just announced on Tesla call

they were niche sellers for sure but its a pity, i still think there could have been a RHD market for them but obviously not on the road map!

Very bad results for last year (based on traditional figures), even tougher year coming, but the market seems to like Musks vision of the future:

Not sure if I would call anyone who would ever buy a stock market share in any big company - including our pension funds - a "gambler" though 😂

That's nuts, rising the price like that

I'm not sure what he was but I feel "needy" is the wrong word. The other word you use "dumb" probably covers it

He largely supported Trumps plan to "dig baby dig" and end the EV subsidies. I think his hope was to blow Teslas competitors in the EV market out of the way without realising that Tesla actually competes with ICE manufacturers as well. Worst thing in business is not knowing who your competitors are. I can see the stock market eventually having enough of his repeated failures and Tesla stock crashing hard. When that happens it will be a good day for the world

Yes I forgot that and China’s not clean either.

I never understand why the EU don’t just threaten China that unless they drop Taiwan claims, stop backing Russia , improve human rights abuses then they simply don’t get to sell to the EU market.
Screw the EU car companies…if they complain and threaten to move factories out of Europe then threaten to take away their access to other markets within the EU.

But most politicians are utterly corrupt anyway so quite happy to screw over the every day Joe soap while catering to their billionaire supporters.

Gambling and its usage here is an emotive term. Tesla trades in volumes with many professional institutional investors active and their view represents more a calculated risk. For Company's who are to the fore in developing new technologies, buyers are influenced by their belief of what the future "may" deliver and attachment to the discipline of fundamentals is too rigid and outdated, a fact borne out by the Tesla share price which continues to reflect optimism about future deliveries …in Tesla's case what is happening with FSD. AI, Robotics and Optimus. Of course they could all be idiots, but then they would not be alone and in good company…or maybe not ….

There will of course be many divergent views but the good thing is that everyone can support their view (with real money) on a daily basis by either buying or selling and what we cant deny is the relevant share price represents "the collective view" of all.

and in fairness it still does. Even on PCP with the 0.99% APR the Tesla LR AWD is about 5 grand cheaper as BYD are charging 3.5% when you look at the 3 year cost, plus monthly is about €100 cheaper p/m.

Financially the Model Y makes the most sense and that pisses me off :D

If you want to virtue signal, I don't know what car you should buy, but certainly not a Chinese one. That would be almost as bad as a Russian or Iranian one 😂

Not that it will make any difference of course. At least the Chinese are making a very serious move towards renewables and living without anything in your house made in China would be akin to living in a cabin in the woods like a hermit

Agree with you on Xpeng though. And I put my money where my mouth is. I own XPEV shares, but no TSLA shares…