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I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues
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Elon in Doge tanked Tesla's reputation. Elon stepping back from Doge will help to rebuild the reputation, which makes it more likely for people to start buying again. Tesla is the most established EV brand, and lots of people are moving towards EVs. The product itself is pretty great if you remove the bad PR. Stock prices are affected more by the future outlook of the company rather than the last 3-12 months. Would have been a good time to buy Tesla stock a couple weeks ago if you wanted to sell out for a solid bump. But I also don't want to contribute to that dickhead, even if it means making a few bucks.
I can't say for Tesla as you have indicated, is different from ICE vehicles, having fewer parts, but if you look at list of cars with 75% or more US content, there's only 1 EV, the Volkswagen ID.4 AWD. 4 Mustang GT AT 80 Ford Motor Company Ford 4 Mustang GT 5.0L 80 Ford Motor Company Ford 4 Mustang GT Coupe Premium 80 Ford Motor Company Ford 5 Passport AWD 76.5 Honda Motor Co., Ltd. Honda 5 Passport Trailsport 76.5 Honda Motor Co., Ltd. Honda 6 Wrangler Rubicon 76 Stellantis Jeep 6 Wrangler Sahara 76 Stellantis Jeep 7 ID.4 AWD 82KWH 75.5 Volkswagen Volkswagen 7 Colorado 2.7L 75.5 General Motors LLC Chevrolet 7 Canyon 4WD AT4 Crew Cab 75.5 General Motors LLC GMC 7 Canyon Denali 4WD Crew Cab 75.5 General Motors LLC GMC 7 Colorado LT Crew Cab 2WD 2.7L 75.5 General Motors LLC Chevrolet 7 Colorado Z71 Crew Cab 4WD 2.7L 75.5 General Motors LLC Chevrolet
I can't say for Tesla as you have indicated, is different from ICE vehicles, having fewer parts, but if you look at list of cars with 75% or more US content, there's only 1 EV, the Volkswagen ID.4 AWD. || || |4|Mustang GT AT|80|Ford Motor Company|Ford| |4|Mustang GT 5.0L|80|Ford Motor Company|Ford| |4|Mustang GT Coupe Premium|80|Ford Motor Company|Ford| |5|Passport AWD|76.5|Honda Motor Co., Ltd.|Honda| |5|Passport Trailsport|76.5|Honda Motor Co., Ltd.|Honda| |6|Wrangler Rubicon |76|Stellantis|Jeep| |6|Wrangler Sahara|76|Stellantis|Jeep| |7|ID.4 AWD 82KWH|75.5|Volkswagen|Volkswagen| |7|Colorado 2.7L|75.5|General Motors LLC|Chevrolet| |7|Canyon 4WD AT4 Crew Cab|75.5|General Motors LLC|GMC| |7|Canyon Denali 4WD Crew Cab|75.5|General Motors LLC|GMC| |7|Colorado LT Crew Cab 2WD 2.7L|75.5|General Motors LLC|Chevrolet| |7|Colorado Z71 Crew Cab 4WD 2.7L|75.5|General Motors LLC|Chevrolet|
their 20% "decline" in sales for 90 days sold more cars than mercedes benz did in all of 2024. they are the dominant player in the EV space with the best tech. it's a no brainer.
>They play fucking table tennis and smoke cigarettes like it’s their oxygen That one is true >They literally have to wait for the rest of the world to do something so they can get their grubby little hands on it to copy it. Bruh their solar, EV and phone tech are about the same or even better than the US currently >Their leader went on a tirade because people super imposed his face on a Winnie the Pooh. He’s basically a soy boy 🥭. That's half true, Xi is a snowflake but calling him worse than 🥭 is funny when 🥭 can't even take a single criticism from anyone and refused to admit his lost. >If shit gets too messy in China, it ain’t us that should be worried, it’s their current leadership who would have 4x the American population uneasy and on edge. That ain't going to happen, they ain't going to blame the CCP for this lol. They will blame the US and nothing unites a country together more than a common enemy. I don't know why you guys keep pretending like China is the ones that started all of this tariffs bullshit first. >The air quality is akin to living in a sewer like a ninja turtle. You really need to see new videos of China. Their air quality is still bad but it's a big improvement compared to decade ago
0% financing on Model 3, reduced leases on Cyber truck and other deals. You can’t say no to $7,500 EV rebate and other free money as incentives.
They tell us they are a leader in those industries. The numbers sure don’t reflect it. You could there a leader in EV manufacturing and maybe energy infrastructure, but you are reaching after that. The company is completely overvalued and is built entirely on hype. Musk makes a lot of promises he never follows through on yet the value keeps going up. Eventually, the numbers have to make sense and if they don’t, you’ll see Tesla inevitably crash.
They're starting to sound like an EV maker CEO. How the heck can you be "confident" what spending will be next year in this environment, let alone five.
How do you value permanent brand damage for 50% of the population, which probably make up 80% of all potential EV buyers?
doesn't your buddy have a massive EV company or something?
The model 3 is not the most affordable car to purchase or maintain. Not even close People who don’t have money aren’t buying new cars at all let alone EVs which are more expensive. and people who can buy won’t buy Tesla unless they discount them so much they’re losing money on every car, which is obviously not sustainable If you want a cheap EV you’re not buying Tesla you’re buying a leaf or something. And at any rate trump is probably going to kill EV subsidies which will tank Tesla along with every other maker because he’s a petty short sighted man
Nobody is buying them + EV slowdown + Tariff Slowdown + Bond debt due= default
And now they're the leader in EV technology and Robotics.... So what is your point now?
1 debit put spread + 1 credit call spread, pure negative bet with minimal exposure to EV
Let’s go point by point 1) Largest EV Manufacturer in the world; their sales are declining stateside to the point where dealerships won’t take them as trade ins, they’ve become radioactive. Outside of the US? Their sales are plunging by mid double digits due to the unpopularity of their CEO and better quality more competitively priced Chinese EVs. 2) A world leader in robotics; was this leadership on display when their latest robot demo was a bunch of high school kids controlling the “autonomous robots” with remote controls? 3) AI; late mover in an already crowded market with better and more trusted alternatives. 4) Energy Infrastructure; these sales have been more resilient than the other segments but again, the brand damage is irreparable to a lot of people. Pair that with TSLA derives the majority of its revenue from auto sales (excluding their socialist carbon credits). You think this stock price at over 100x fEPS with declining sales, shrinking margins, increased competition and permanent brand damage is undervalued? vERy LogiKaL viEwPoiNt yOu hAve
It’s the second largest EV company. BYD is bigger.
There are actual EV companies catching up on that front. Energy is traditionally a low-margin business. How are utility valuations these days? Robotics, AI, and automation are the only ways for them to grow into the current valuation let alone go up. I’m also regarded and have gotten destroyed by Elon multiple times lol.
Yeah it’s all market manipulation and copium, has nothing to do with the fact it’s the largest EV company in the world and a world leader in robotics, AI, and energy infrastructure. Very logical viewpoint you have
Yes! Deal with a luxury company in Africa to purchase a bunch of tembo EV's
MAGA base blindly believe in their boy Elon, and buy Tesla stock …. even though they’d never buy an EV. the penny hasn’t dropped yet.
>So we are the buyer, that’s one part of the equation. Yes, and you're the dependent part. Being the buyer means you rely on supply chains functioning smoothly. Try building a complex product like a smartphone or an EV without Chinese components or rare earths. Good luck sourcing all of that domestically or even from friendly nations without tripling costs and timelines. >If those cheap stuffs from Walmart, Amazon etc get more expensive, do we need to keep buying? Not everything from China is "cheap junk" no matter how many times you repeat that tired line. We're talking medical supplies, electronics, solar panels, automotive parts. If costs rise across the board, your entire economy feels it from the low income family buying school supplies to manufacturers struggling to keep margins. >At some point, our personal expenditures which is about 56 K per capita, it will be stretch that we no longer have rooms for unnecessary junks from China. Cute stat. But it’s meaningless if the dollar buys less and less. Also, are you sure you wanna kill one of the things that is the cornerstone of the US economy's unmitigated success. The consumerist culture in the US is one of the things that has fueled it's growth, even when other western economies are going through extended periods of austerity. This has not only fueled a lot of domestic industries but allows the US so much leverage in trade talks. You wanna kill the only thing that brings other countries to the table? > I would say this is more of theaterics poker meant to deter China stiffling everyone with their rare earths, the raw components. If China did not start utilizing this leverage on Japan back in 2010, this trade war would have not happen. No 'Murican. It’s decades of offshoring and interdependence coming to a head. The US is trying to play tough after building a house entirely on foreign lumber. Rare earths aren’t just a bargaining chip, they’re the cornerstone of the future economy. Pretending otherwise is delusional. You're acting like cutting off your nose to spite your face is some grand strategy. It's not. It's desperation dressed as principle.
Sales are down because there’s more and more EV companies selling in Europe now. BYD just started selling. Navor just started selling. And then Elon supporting 🥭 is ofc part of the reason too, but hardly the core reason.
It’s a pitiful offering if you know anything about china’s EV market.
Tesla is neither a leader in AI nor robotics LOL are you high? It's all vapor. The actual leaders in those areas are shipping products to customers. Tesla's EV charging infra is fine but isn't cost-competitive in high traffic areas and is subject to the same Elon-driven brand mutilation as their cars. Their battery manufacturing is probably a genuine market leader in $/kWh (at least we think so since they won't publicize numbers), which could be a real advantage. However their supply chain for raw materials is getting fucked by tariffs.
As of the data I have, which is a few months old, there is no car sold in the US that is 85% "made in the USA." There are only a handful that are above 70% "made in North America." Honda minivans and SUVS are 70%, Tesla 3 are 70-75% depending on the model. The Kia EV6 is 80%.
I mean who is more right? The tesla Bulls who predicted tesla was doing fine (and then tesla went up 30%), or the tesla doomers who predicted tesla would go to $150? Regardless of what you see on reddit, tesla makes amazing cars that people love, are leaders in AI, robotics, and EV charging infrastructure. The only reason to ever bet against tesla is because you think a horde of random retards and bots on reddit know more about tech stock investing than people who actually have an understanding of what makes tesla a good bet
Yeah that's like an opinion of a Chinese who has an interest in spreading this lie or an American that has never sat in a Chinese EV
You're mixing up two things: the mathematical weight a component like net exports can have in a single quarter's GDP calculation, and its real-world economic significance over time. Sure, if imports spike one quarter and fall the next, the net export line can swing and impact the topline GDP number more than usual. But that doesn’t mean net exports are suddenly a major driver of the economy. Especially during a time when our material costs rise 40% overnight, causing us to be far less competitive. >2nd, I said this in another comment, tariffs are only estimated to effect about $330 billion of exports. The USA exported $3.2 trillion of goods in 2024. How does tariffs effecting an estimated 10% of our exports grind our exports to a halt? How in the hell do you expect exports to stay relatively the same when the goods we are producing cost 10-40% more to produce for American companies? Do you truly think other countries will continue the same trade amount with us after our prices increase due to a rise in material costs? Not only that, but we're close to sending every country into a recession, so I'd expect all countries to reduce consumption in general, or at least purchase more from cheaper alternatives. I love how you think that other countries will just carry on with US trade as if nothing happened, and completely ignore retaliatory tariffs, changing partnerships (see EU/UK free trade agreement & EU talking about dropping China EV tariffs among many other examples), and a worldwide reduction in consumer spending.
China EV’s are 20 years ahead of Tesla 😂🏳️🌈🐻
Boycotts seem like a good strategy. Target is struggling hard because of this. And this already seems to be happening as Tesla shares are falling across the globe. Some good reporting on that showing that other auto companies are gaining lots of ground against Tesla, furthering my point about market cap above: "Toyota, Tesla, Honda, Ford, and Chevrolet were the market-share leaders in California last year, and the Tesla Model Y kept its "best-selling light truck" crown. Yet California saw almost 30,000 fewer Model 3 registrations [compared to 2023.](https://www.cncda.org/wp-content/uploads/Cal-Covering-4Q-23.pdf) The Model Y fared better, but was still down more than 4,000 units. The Cybertruck was California's top-selling electric truck, but cracked a mere 9,019 registrations—not quite what you'd expect in an affluent, EV-friendly market and the one where Tesla was born. That was only 434 registrations off the aging and expensive Tesla Model X, for example. The story gets worse in other parts of the world. In Germany, where Tesla was the longtime EV sales leader even as new entries from Volkswagen, BMW, Audi and various Chinese brands started showing up, sales declined a whole 60% in January—just 1,277 registrations in Europe's biggest car market, according to [*Fortune*](https://fortune.com/europe/2025/02/06/tesla-sales-germany-elon-musk-disrupt-elections-far-right-afd/). Tesla’s sales were also down [63% in France](https://www.nytimes.com/2025/02/05/business/tesla-germany-elon-musk.html) in January, another large car market, from a year earlier. They also [dropped 8% in the UK](https://www.smmt.co.uk/vehicle-data/car-registrations/) year-over-year in January even as all-electric vehicle sales rose to 21% of the British new car market, a seven-point increase from 2024. "No Tesla cracked the UK's top 10 best-seller list last month, something that has regularly happened in the past," [*Ars Technica*](https://arstechnica.com/cars/2025/02/tesla-sales-plummet-in-the-uk-france-and-germany/) reported this week." Source: [https://insideevs.com/news/750076/tesla-sales-tanking-globally/](https://insideevs.com/news/750076/tesla-sales-tanking-globally/) Curious though, if retail investors can play a hand in correcting things...
EU does not want TSLA,sales drop, China EV is 10 maybe 20 years ahed of TSLA.This ER proved that TSLA is not solid stock,but hype continue to push stock up...question is for how long
Were a consumer society dumbass , have you noticed the usa carries a NEGATIVE trade deficit. Do you know what that means ? Nobody is building no factory in the USA one reason a foreign country can swoop in anytime and outprice them with the snap of a finger. Energy is required and thr Grid is already needing expansion, add the pressure the EV market is putting there is a whole lot of energy needed and new projects are grtting tied up in bureaucratic shit. all the while China wants to build a nuclear plant on the fucking moon Among other things ,There is not enough labour for these "new" factories, hell there is already a shortage of people. Can we stop daydreaming and live in fucking reality.
They come to the US for the high standard of living largely, not because it is the "center of innovation" Who was it that's pushing 5 minute EV battery charging? Certainly Tesla, right? If Trump gets his way and we become a manufacturing country more than a consumer the standard of living goes way down and the brain drain goes the other way
that slate truck is gonna lose its eligibility for EV tax credit bc of elon/mango. just watch
Taking a balanced look at it: Should it be a surprise that China, with exceptionally low labor rates, virtually no environmental concerns limiting their access to minerals and other raw materials, zero international respect for IP, huge subsidies and payments to Chinese companies, and impenetrable barriers for foreign entities to own local business... should it be a surprise that they want to ensure their fully advantaged companies also get a benefit of free trade? Trump's idea of using tarriffs as a bargaining tool is pretty short-sighted given that the carrot:stick thing doesn't work as well when the stick has barbs at both ends and more and more countries are figuring out that the US doesn't really have the appetite to implement the tariffs... especially given China's position as the manufacturer of over 30% of the world's goods. But, should a single country be the world's factory? Is everyone ok basically outsourcing their pollution, their poor labor practices? Should IP have zero protection? Are we fine with full industries being 'bought' by a country thru a combination of all of the above (Battery and EV)? China is fighting this because they have to fight this. Honestly Trump over played his hand, but global free trade is and always was just a way to hide all the ugly bits of greed. Hide the environmental disasters, the labor abuse, the stealing, screwing the small guy and paying the big guy. But rather than actually evaluate the discussion on merit, it's way more popular to just say that Trump is bad so now China is good... go China, go Xi, tariffs bad, free trade good.
arent they about to cancel EV tarrifs on China ? (if rumours are true). i cant wait for the tiktoks showing new Chinese EVs driving on the streets of Seattle and NYC with Canadian plates. itll be Canadiens doing this 🖕🏼 to Trump and rubbing their balls in his face.
He’s in Michigan to tell all his UAW brothers and sisters and Xes that it’s still someone else’s fault for them being laid off and shifts cut. Lots of EV bag holders here from the big 3 and their broken promises to suppliers, there’s a new lawsuit every week about it
and just get larger allocations were the us customer used to take priority. It's like people don't realize that the EV and Solar industry already exists with effective trade embargoes on all goods from China...zero impact. The Chinese companies just pushed all their products to Mexico, South America, Australia, Africa and the Middle east. It's a stupid take to think you can throw a tantrum about wanting a discount and they actually like the provider won't survive without your business...but here we are.
$6B new fab investment debt + EV market softness. But this decline doesn’t represent it only. This is more likely a hijack attempt. SiC is the future of EVs and Data Centers and Wolfspeed is the world largest vertical SiC manufacturer with thousands of patents and IPs. Someone(s) want $6B Fab and all the IPs for free or get rid off Wolfspeed competition.
IMHO, self driving has nothing to do with EV. If you have workable self driving software, you can easily deploy it on a fleet of Chevy Malibu or Dodge Charger.
I keep thinking it’s going to happen, but the amount of power infrastructure needing to be created is still really huge. There is a new EV car company, Slate, that’s supposed to deliver a light duty truck/compact SUV under $20k (after incentives) that can potentially go up to 250 miles.
How long before EV overtakes IC sales? I live in the country outside of a rural town, about 70 miles from nearest city. We’ve now got DC fast chargers in town, with more showing up places all the time. I think once you can get 300 miles of range for 35k, then it’s over for IC.
Yes. Big Negative Earnings are Expected but it's all cooked in. • Analysts expect a loss of about -82 cents per share for the March quarter. • Losses are wider than a year ago (-62 cents), meaning things have gotten worse financially. But Future Outlook Looks Brighter • Analysts expect a revenue rebound next year (+26.96% growth). • 2026 revenue estimate is $960M+ — almost a billion. • Translation: This earnings might be ugly, but the long-term growth story is still alive — especially for investors who are looking ahead 6–12 months. Market will focus less on current losses and more on guidance for the next 6–12 months. • If management talks about: • accelerating EV chip demand, • improved margins, or • confident forecasts for 2026, → the stock could rally hard.
Before I go all in, Can someone explain how a growth focus EV company is supposed to do well with China blocking essential components of EV batteries.
Yea, it's simple. He can avoid tariffs due to his cars being made in America. While the other car companies are pivoting back to gas due to the new regime he is already a EV manufacturer and didn't waste cash previously to make EVs, and now as the others pivoting back to gas he's still mot spending money. In the countries he manufactures vehicles in, most have dedicated supply lines in that country itself, so again, he avoids tariffs. Not to mention, he is the pivot man in the Trump circle jerk and has his ear on everything. please, he's some sort of genius (supposedly, he's smart, but most of his creations a child can think of, he just has funds to make it real, also HE DID NOT CREATE TESLA.)
I agree, but do you think Tesla will maintain an advantage in the EV space over non-Chinese competitors? I'm not convinced they will outpace the whole of Ford, Chevy, Stellantis, Hyundai, BMW, Nissan, etc. long term.
Most of the original loan originators have since sold their loans. This actually just happened today https://www.wsj.com/finance/banking/elon-musk-x-twitter-debt-sale-a1ef2b5a That being said, whoever holds the debt now is the one to determine that. Likely the reason he sold X to xAI is so that xAI can use the AI investment to cover the loans and ensure Elon doesn't have to be margin called for collateral anymore since the xAI revenue potential is much higher (although no one's going to use it lol so that'll come home to roost eventually). To answer your direct question, I believe it's around $120/share. He took out the loans when fit was around 200-240/share iirc and banks usually require some margin lower than the asset price for safety, plus he probably has other loans leveraged with Tesla stock as collateral as well, so the price probably isn't quite there yet. Although this drop back down likely is the reason why he's been so nervous about his businesses lately. With sales down, and the cyber truck being a massive flop, and FSD being nowhere near ready despite him saying 6 months away for years, he only has a very limited amount of time where investors will give the benefit of the doubt before the price really drops. I'd bet that starts to occur mid to late summer once everyone realizes the robotaxi isn't on schedule and FSD isn't ready for it either, and as Tesla's car sales keep dropping even as EV sales grow, the chickens will inevitably come home to roost and hell reap what he's sewn.
Well wouldnt you say that tesla is the biggest EV in the u.s right now? That doesn't seem like hype to me. Electric car popularity will most likely keep growing and the u.s currently bans Tesla's biggest competitor. Also, I feel like their tesla robots are gonna be very important in the future. Many tech giants have said that fully autonomous robots are the next wave of ai
Hey listen, I'm not one of those people who thinks you should stop liking your Tesla because Elons a dickhead. If you like Tesla that's fine. I still think the regular model S and model 3 paved the way for us to have more mass production of electric vehicles. However, when I witness another EV from overseas drive into a automated service station, get lifted up, have its old battery drop out and a new battery slotted in under 10 minutes, it changes the game. I can make a case for buying a cheap used Tesla. I've seen used ones for 10k, but not a new one. For 30, 40, 50k plus there's nicer EVs out there, even if they don't have self driving. I can take less range for a nicer luxury ev.
People are concerned that this will be another byd moment. New energy was what the state focused on 1-2 decades ago and look at where Chinese EV and solar is now. Now the state is focusing on semicon. You can say that semicon is much more complex and Chinese fabs are crippled due to lack of EUV machines. Which is why this is such a big deal if Huawei can already match the H20 or H100 even with all those import restrictions. IF, and this is a big IF, China can successfully manufacture an AI chip that matches Nvidia’s best then you can expect the global semicon market to look like the current EV market. The implications are not just on Nvidia and AMD, but the wider semicon sector. Companies like ASML would become irrelevant if Chinese machines can match their best EUV. Then there are the 1001 specialist suppliers to make EUVs etc.
>So why are they the only EV manufacturer in the world who sells less and less EV cars ? They aren't, that news just never seems to show up on Reddit for some reason. Rivian's sales were -24% in Q1. Their CEO didn't say anything dumb, nor did he make his politics known.
I stopped long time ago to make sense of Tesla. You are either a believer or not. I am in the not-camp. I just know outside the US the EV demographic wont touch a Tesla anymore.
It means you have no risk management and no process. Time to develop a system (process) and learn risk management. Stop loss, entry = 1R. Target. Set up. Expected Value (EV). Market Confirmation. Good luck.
If China can make cheaper chips at same performance as Nvidia then Nvidia ain’t a monopoly. AMD/intel ought to look at themselves in the mirror and ask if they are serious people. TSMC + ASML is also a monopoly. If china can make high end chips, cheaper than combo of ASML + TSMC + NVDA, then it is a scary reality. US lost its cards. If US loses both AI and robotics race, its gonna be a sad century. It’s already lost EV + battery + solar race.
My portfolio is in mainly in the Chinese EV sector so that’s where I know what little I know about what’s currently happening. Basically they are releasing their next gen of Lidar units for EV’s and it’s said to double their previous gen in terms of range. Basically I like the company, I love the P/E ratio and I think there could be a lot of growth if they have a leg up in Lidar tech going forward.
I agree my respect for Musk has plummeted significantly. But that has no bearing on me enjoying Tesla's products. I agree the cybertruck is crap. I like the current model S and X. The new Y looks fucking stupid too. If they update all cars to fit that style they're turning even me off their products. My next EV is likely to be a Escalade IQ. Still has no bearing on supply and demand for the stock. If the market keeps buying then price will go up.
I agree. Their PHEVs are great, especially the RAV4 but their one EV models sucks (the one with subaru)
That, and unsupervised self drive, self drive taxis, EV semi, this company is legit distrupting
of all the governments that could be part of a conspiracy "propping up" an EV company, you chose the one who relies on oil money for a quarter of their gdp? "yes i expect this gun manufacturing company is being propped up by one of the only governments who still relies on selling bows for a large chunk of their gdp"
Sure, they own all of the relevant charging network for all EV in the USA, they are about to release unsupervised full self drive (software is far superior to any competitor ICE or EV), they have fsd taxis about to hit market, they have EV semis now delivering loads to shipyards. Any one of these is a game changer and no one else is close.
It’s a house of cards built on big ideas that Elon spews out and does just enough on to inspire confidence and investment in. He never really delivers on these massive ideas and Tesla is currently getting absolutely dominated in the EV world by China’s BYD. They’ve ignored the main thing for big vail of being on the cutting edge of something different. The worst part is Elon as the mascot has now made himself extremely unpopular to his own target audience.
wall street and investors as a whole were likely assuming a much larger decline in sales due to political outrage, and they all jumped back in after seeing it was a manageable number. tesla still controls like 85% of their supply chain while basically every other American EV manufacturer only controls <20% of their supply chain
True. But the Porsche is a 2017. We are both curious to try an EV. We have mostly odd cars otherwise.
An EV car company with a manic ketamine addicted CEO with subpar products and increasing competitors edge reducing their moat, about $150. Even then that's high for a company with one of the worst worldwide brand damages next to Enron and BP during the oil spill. Most parts of the Europe refer to Teslas as Swasticar.
A large portion of teslas are domestic. Stock market is based on what the company will be doing in profits in the future. With government balls in his mouth, and his dick in the government mouth. Elon and Tesla are going to wind up tariff free. They will say that they are getting gouged, but ultimately they will be designated free and even their imported parts will be free. I guarantee it. Thats why doge slashed other EV chargers, etc etc This whole thing with tariffs and all that, has been spurred on by this administration, but behind closed doors it will always be understood that Tesla will be an exception.
Tesla has a huge non-visible business. - Part is speculative ventures: Full Autopilot, Robot, Robotaxi, AI, Neuralnet learning for autonomy - Part of it is infrastructure: Supercharging, Level 2 Charging, Battery Packs for home/ commercial/ large infrastructure - Part of it is scaling technologies: EV, Semi, Solar, Powerwall Despite what the hissyfit part of society is saying, Tesla still has demand they can’t fulfill and a huge backend industry shifting potential.
Tesla has a huge non-visible business. - Part is speculative ventures: Full Autopilot, Robot, Robotaxi, AI, Neuralnet learning for autonomy - Part of it is infrastructure: Supercharging, Level 2 Charging, Battery Packs for home/ commercial/ large infrastructure - Part of it is scaling technologies: EV, Semi, Solar, Powerwall Despite what the hissyfit part of society is saying, Tesla still has demand they can’t fulfill and a huge backend industry shifting potential.
No for the following reasons: 1. Damage is already done to the Tesla brand 2. Chinese onslaught of cheaper EV vehicles will flood global markets 3. People are not brand loyal with Tesla like Ford or others. Yes Tesla waz doing well as was the first viable manufacturer offering premium, cutting edge technology. Market will get saturated and they're overpriced and low build quality won't exactly drive customer loyalty.
Do any of you people on this thread realize that automobiles are like #4 down the list of what the company Tesla makes and sells?? They are also a commercial power company. I believe the EV’s are just a hobby for Elon as far as the total company products go…
A lot of things: * Still hype around it just because it's been the most hyped stock for years, so it's extremely hard to predict with huge volume every day. * A lot of investors in the stock aren't buying so much based on EV sales, but more the technology being produced (robotics, self-driving tech, etc.) * Probably a decent amount of market manipulation on the most watched stock going on. * People buying the DIP on S&P500 ETFs which hold a lot of TSLA means more TSLA is going to be purchased. Those are the main 4 I can think of. Maybe Trump & friends are trying to prop it up as well, who knows.
Tesla is more than just a car company. It’s a robotics, AI and EV power play. The investors know this and are betting on it.
I was so hopeful for the Lexus RZ when it came out. Now, I wont touch a Toyota EV before something much better comes out at a lower price point; for me, I think that will be the Rivian R2. Lexus is supposed to upgrade the RZ soon-ish so the abysmal 225 mile range is more like 275. Too little too late for me. Not only that, but I’m not a huge fan of the RZ looks; it’s more of a bigger UX than a EV RX imo.
They said they'll still push out the affordable EV soon on the stockholders' meeting... I think that's the only reason why it went back up
Don’t know about the robot side, but the vehicle side will probably continue to lose ground since other manufacturers have entered the EV market. They might make up that ground with their economy car.
When will TSLA bulls realize that the world has already moved on from expensive EVs and that BYD essentially monopolized the cheap EV market?
Name me one industry besides EV’s where Chinese products are better than American in quality. Phones? Nope, or else they’d be in a lot more places than just China. “But the west bans them” okay then why aren’t they in any of the BRICS countries lmfao.
It's called *efficient market theory*, which doesn't say markets are efficient, but provides a model by which market behavior can be judged. Part of that theory is that the market reconciles future cash flows into present dollars. This is saying that investors feel the future earnings of Tesla, relative to the present market players, who are feeling the same pressures, are 24% better with Elon than without him. The move of an individual stock doesn't have to follow the market symmetrically, because products are differentiated. On the one hand, Tesla is U.S.-based, has less tariff supply chain exposure than competitors, has a self-driving taxi pitch, was the pioneer in the EV area, and has AI investments that other car companies do not. Many factors explain why Tesla would not move relative to the market. On the other hand, Elon is notorious for hyping future technologies that are not ready for market to pump stock values, and is a polarizing figure among investors, The stock boost could be irrational exuberance that he's going to be spending time running the company that initially brought investors their past returns.
Probably because they reported being slightly profitable despite the huge backlash. That’s what I heard anyways. Could be wrong — I don’t care to research it, you can do that yourself if you’re interested. Personally, I don’t really care what Tesla stock does. I don’t own any, nor do I have an EV (let alone a Tesla)
I mean it is possible that they could build a successful robotaxi business. The issue is scale. It will take decades to reach the kind of levels the Cathy Woods of the world expects and by then then there will be a ton of other competition. Just like we are seeing with their EV sales business and how their dominance did not last.
So the market a lot of times operates on speculation. It seems like Trump wants to push Elon out, and he has been more quiet on the nazi rhetoric lately so the hop is that the sales will return once people forget.... The problem is that people who where buying Tesla cars bought them because the price and quality for an EV was the best in a Tesla. That is no longer the case as legacy brands as well as other start up car companies are making compelling vehicles. Couple that with the people who bought Tesla's at the beginning are more clued in politically you probably won't see the sales incline again, and once "the market" realizes this it will dip again. TLDR:a bunch of rich fucks are trying to keep other rich fucks afloat based on speculations and stock prices
LiDAR is a crutch to compensate for poor vision based AI. For truly automated driving, the AI needs to be able to identify and navigate irregularities based on vision, not LiDAR. For my biomedical engineering work, we use ToF because it's easier and we have a controlled environment, but the quality of data from a ToF array is nowhere near that of VIS. Humanoid robots are cool, but precursor technology in batteries is insufficient for economical application. Also, as much reddit hates Tesla, hardcore leftists aren't as big of a demographic as people assume. Most people don't give a shit about politics, and the Model Y was like 4th in overall sales last year despite the controversy. Logically, I feel that BYD and Chinese auto groups are bound to dominate internationally, but at the same time there are a lot of geopolitical limitations on the automotive industry. Every country has heavy protectionism of their domestic auto groups. With the US moving towards protectionism, it's likely that Tesla will remain the largest EV company in the US, which is by far the most lucrative consumer market.
The dynamics are much more complex. Tesla already uses the BYD Blade CTP cells in some Model Y variants … they have access to BYD’s technology. They also have industry leading cells, as well as their own EV technology. They are more co-opetition than anything else. Western business media likes to portray BYD versus Tesla when the actual dynamics are not.
What do you mean by whiners? Sales are down and there are more competitors in the EV space. And right or wrong, Musk interjecting himself into politics is problematic, further impacting Tesla’s ability to be competitive. I mean, who do you think were the primary purchasers of Teslas? I’ll give you a hint, it wasn’t a bunch of red hats. Sure the stock price may be up, but it’s undoubtedly a bad idea as a company to isolate yourself from a broader market share. Billion dollar companies tank all the time….KMart, Sears, Enron, Kodak, Xerox, Compaq, to name a few. Tesla was already going to face a tougher marketplace regardless of Musk’s antics.
I'm far from an Elon fan, but the one thing that jumped out to me looking at their balance sheet - their energy segment has increased steadily. With them wining the CCS/NACS war - and their existing install base and contracts for charging stations, that segment ALONE will grow their company for some time to come. Their biggest competitors in the market got their knees cut out from under them with the cancellation of government investments for EV charge deployments, etc. None of this justifies the HUGE PE ratio, but it's a large and growing segment of their future cash flow.
China has humongous govt support in their EV industry, not like here in the US. The idea that they can make anything better just cause they have nice EV’s and high speed trains means nothing
Look at what China is doing to the EV / car market. Now imagine them doing that to AI. China is the new King Kong and people are shitting their pants at what that means for the tech bro billionaires.
We have been planning to replace the missus Macan with an EV. Tesla was at the top of the list, even if the design is a bit boring. But the last couple of months made me refuse to park one at the drive way. I haven’t dared to ask my leftwing brother how he feels about his two year old Model Y. He probably can’t afford to sell it since second hand prices have plummeted.
Robotaxis will actually be the end of Tesla. Once their revenue comings in well below expected, the narrative can’t be spun like it can pre-revenue. I can’t imagine people won’t boycott Tesla’s robotaxis business like they’ve been boycotting Telsa’s auto business. And don’t get me started on the pipe dream that is Optimus. That’s decades away from mainstream viability, just ask Boston dynamics. The costs are still too high for the masses, so only a couple of companies will be buyers. The only revenue stream that has huge growth potential is the charging stations and electricity generation. What ever happened to the Tesla roof? This portion of the business does depend on EV adoption which for some reason Musk decided to fund a political party opposed to EVs. I wouldn’t touch this dumpster fire of a company, but unfortunately it’s in the S&P so I’ve got exposure.
Yeah too bad we can’t get Chinese EV in America though. Can’t have real competition for the domestic market.
Stock prices are all about the potential the share holders see in the product. Given the fact that Tesla last year got the rights to be the main connector for all EV vehicles starting in 2025, I think they see that despite a bunch of whiny anarchists, Tesla has a stable business model moving into the next few years. Tesla is going to be the brand that standardizes EV technology in the US.
Fords top selling car is an inefficient pick up truck with rising gas prices. It’s not hard to see why people buying stocks are hesitant to get involved in a company that all other metrics say are out the door. If they can make the f-150 EV then you would see a stock rise
UCL here as well. Wife and I would have considered them a few years ago but Tesla won’t even be a thought for our first EV now.
>Are you saying that conservatives are too dumb to have any money? They don't believe in climate change. Which if you don't, why by an EV that costs more for less otherwise?
Dank Conspiracy time: That new EV company “Slate” is just Tesla shadow launching their affordable car under a new brand to avoid the current backlash. Slate is just an anagram for Tesla.
We can still push him out of the EV vehicle business.
It’s not even just about morals, it’s also that every Tesla purchase directly funds the political party totally opposed to the goal (climate solutions) that purchasing a Tesla is primarily done because of. Let’s be honest even with the rebates most Tesla models cost enough extra you’re barely more than breaking even with gas costs once you factor in financing and stuff. The primary reason to get an EV is still to help the climate.
So why are they the only EV manufacturer in the world who sells less and less EV cars ? They can only be "best seller" when cherry-picking, like best selling electric truck in the US, or best selling model because they're the company with the least models (even Lamborghini has more models lol). But let's face reality: in a few years, they've lost their product lead, and their CEO drowned the already limited sales. All the company has left to rebound is US government corruption.
If they don’t figure out dysporsiun supply (which China has halted) EV, robotics, and everything else they do is in big trouble. WSJ article talking about it says companies have a supply until about the end of may, I’m amazed more people aren’t talking about this. China controls 90% of rare earths . They hold the upper hand
I don’t think you need to worry about the logistics of EV charging, that challenge is currently being met by companies who are building out the charging network. As far as energy sources go, there’s a multitude of ways that our electric grid management systems can get smarter. First with renewables like solar, hydro and wind, ocean waves kinetic energy absorbers. This whole robotaxi thing is overhyped trash by the way. Think about it. Waymo beat Tesla by almost a decade, and they should have grown exponentially the way musk is portraying robotaxis as the next biggest thing and consequently teslas biggest source of income! I think it’s so foolish for anybody to believe in such a thing will come to fruition as other companies begin to compete in the autonomous vehicle taxi market. The demand just isn’t there and to split the demand among more and more companies means less profits.
Slate will be coming out with a small affordable EV truck/SUV at the end of 2026. No idea if it’s going to succeed, but Elon and Tesla should have been focusing on vehicles like this instead of the Cybertruck.