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r/WallStreetbetsELITESee Post

I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues

Mentions

Hope that's an EV lambo.

Mentions:#EV

Kinda glad I have an EV and Solar.

Mentions:#EV

I mean…I do not like the guy but he basically created the US EV market and restarted the space race. He talks out of his ass all the time, that doesn’t mean he’s never delivered on anything. Whether he will continue is a whole other question.

Mentions:#EV

Respectful TSLA bulls have told that current stock price has EV business valued as zero.

Mentions:#TSLA#EV

You forgot a model y costs about $ 60k to make.....to generate around 10$ a ride in Austin's EV pens.

Mentions:#EV

LOTR was not something that really went outside of the community except for the ring hunt. Of course FF outsold LOTR by a shitload, they knew it would in the beginning. The print runs were artificially lowered to cause exactly this, they been wiffing hard on Secret Lairs (The pencil, Everything's On Fire, etc) and want to stir up some "scarcity" after overprinting and under delivering on the last three sets - Aetherdrift has some of the shittiest EV of any recent release (Barring aftermath) Tarkir has some constructed bangers but the 3-color forcing makes drafting a nightmare, and apart from Ugin and Elspeth you ain't making your pack back pretty much. Duskmourn, Thunder Junction, Aetherdrift, and Edge of Eternities are just "Let's watch Jake and Vraska raw dog it in new hats while Chandra does some shit tryna get in Nissa's Prius. Spiderman? Avatar? Come the fuck on. Their IP is so bad they made UB standard legal and even that ain't saving shit.

Mentions:#FF#EV#IP

It honestly would be better for America and the world if Tesla died and another EV manufacturer took it's place.

Mentions:#EV

Might be stupid to get politics involved, but I ain't giving a cent to a company that literally is doing Sauron's bidding. We can not let the Dark Lord win and rule us all! Joke aside, people always say "don't invest with your beliefs" but people investing on beliefs actually made the most on EV, BTC and many others simply cuz they believed when no one would. If you think Palantir should fail miserably and wish to send Thiel back to the underworld, then do not believe, do not buy

Mentions:#EV#BTC

Please do a 8k EV tax credit

Mentions:#EV

Any EV works as long as it has over 300 miles of battery capacity. Yes, home charging is a game changer - gas cars are WAY more time consuming (wasting time at a gas station )

Mentions:#EV

Undervalue is IMPP SP=3.38 MC=115M EV= --116 REV=138M Cash= 237M Debt=0 BV=14 O/S=34M float only =11M. INDO SP=5.18 MC=49M EV=46M REV=2.6M Cash=4.57M Debt=881K BV=1.34 O/S=13.9M HUSA Bad did Reverse Split SP=15.65 MC=24.5M EV=5.94M if MC more then EV it's bad. REV= 500k Cash=5.3M (ok) Debt=50K BV=4.47 ( not sure after reverse split) OS=1.5M. CONCLUSION: IMPP is the best as it reported 1.Strong earning 2. Debt= Free 3. EV=;-ve so very under values from Cash n revenue point of view. Min SP= 15 or 20 with Geo political tension. Not NFA and leave your counter argument below.

perhaps tesler is better. I thought I wanted an EV until I rented one for a week and all my mental capital was spent on trying to plan when and where to charge it, driving around between broken charging stations and hanging out at walmart for hours. I assume having access to home charging helps.

Mentions:#EV

which EV do you have?

Mentions:#EV

Drive an EV and stop caring (and solar in the roof)

Mentions:#EV

Musk and Trump's public spat has turned what was originally a technical disagreement over the EV tax credit in the Spending Bill into an emotional “personal battle”. Once this uncertainty turns into political gamesmanship, it will continue to cause significant volatility in the stock price in the short term - like today's 8% pullback!

Mentions:#EV

Insurance companies will no longer insure Tesla vehicles because of the high risk of terrorist violence they will face. Many places require you to have insurance to drive a vehicle. What happens when people stop buying Teslas because they can't legally drive them? Why is the stock price still going up even though the EV credit was just revoked?

Mentions:#EV

I think you underestimate how much of an EV taxi operating cost in the western world is the human behind the wheel. EVs require significantly less maintenance than ICE vehicles, and even if you drive them until the wheels fall off they can be stripped for parts/scrap after they break down to help maintain the rest of the fleet.

Mentions:#EV#ICE

Damn war in the middle east. Its a good thing the U.S. is prepared for the possibility of oil skyrocketing from shortages with how much we’re accelerating EV adoption and switching to solar. Right guys? Haha right…..

Mentions:#EV

Tbf on the Tesla rally, high gas prices usually translate to EV sales. 

Mentions:#EV

Honestly, it’s not that surprising. A lot of funds have strict ESG policies now, and Tesla's been getting more heat over labor issues and governance stuff. I’ve seen other European funds drop companies over things like union problems or environmental concerns too. For example, Norway’s sovereign wealth fund dropped several companies last year for ethical reasons. I still think Tesla has potential long-term, but it’s clear some big investors aren’t willing to overlook certain red flags anymore, especially when there are other EV plays out there that feel "cleaner" from a policy perspective.

Mentions:#ESG#EV

\-70% car sales from Tesla, basically their only product for the most part, EV credits going away, yet the stock just .. keeps going up.

Mentions:#EV

The only people that buy EV's are not concerned about EMF. Puts on FFAI

Mentions:#EV#EMF#FFAI

You know what stock everyone needs to buy? The one at 200 PE that just got crushed by the EV bill yesterday. Yeah let's pump that piece of shit. Retail traders are idiots

Mentions:#EV

I needed this. Thank you. It all comes down to everyone having their own investment goals and risk tolerances. Too many Tesla shareholders don't understand what is actually going on, and the price they are paying for it. $1T... I saw path to Tesla being a good buy in April of 2024 when it was below 200 and bought some shares. If Tesla fell to below 200 today, I would not pull the trigger given new information. Cybertruck Launch failed. Rising competition. Forced to compete on price. Margins collapse. Unit sales declines. I thought there would be a rebound after the huge covid buying spree. It was reasonable to expect Tesla sales to slow with higher rates and massive growth. I also thought Tesla would be the dominant EV player in the US, as China will never be allowed to enter the market and legacy auto was failing to gain market share. EV adoption is not moving as fast as projections. Especially in the US. Then Elon decided to get political. The last thing a consumer discretionary company should do. Even if they make great cars, many will avoid them. Long story short I bought at $150 and $175. Sold at $430 and $400. Nice little 150% gain in less than a year. Trump bump was idiotic. I was hoping for a double in 3-5 years. This all happened as fundamentals continued to deteriorate. Very few Tesla shareholders will admit the business is deteriorating.

Mentions:#EV

Why is this revolutionary? Waymo has been doing this for years...you are paying for 1/2 of GGoogle when you buy or own Tesla. Yet they run a low margin EV business, and a smaller fast growth energy storage business. They are not a cloud hyperscaler. They don't have a high margin search business. They don't have Youtube. AndroidOS. All we have is a late mover in self-driving and some humanoid robots that are decades away from being usable in a practical way.

Mentions:#EV

Price is always right. Tell that to my UPST holdings when they were up 400%...The most money is made when stocks are mispriced. It happens all the time. Meme stock investing is it's own animal. GME is a $12B company...Enron cooked the books. Theranos lied. Dogecoin is worth $26B. Trump coin is worth $10B. We could go on an on about complete garbage being overvalued because of some internet movement. Tesla has a healthy internet business and a declining EV business. Units, ASPs, Margins, EV Credits, all down big. There is some promising innovation coming down the road. $1T is utter BS of a price for this company that earned $7B TTM and is likely going to lose more profit moving forward.

Mentions:#UPST#GME#EV

People who say that their quality is questionable have never driven a Chinese EV before.

Mentions:#EV

The same thing that’s happening now, they get crushed. The only products that might survive are Korea and Japan because they have thriving EV investment/production. But until we get competent leadership and stop making everything a political issue, we’re going to get crushed.

Mentions:#EV

MSTR I think that EV kill is really gna hurt Tesla and robotaxi doesn’t seem too promising

Mentions:#MSTR#EV

Which EV stocks do you have an eye on?

Mentions:#EV

Middle East conflict traditionally has a tendency to spike oil prices. A reactionary secondary effect of the aforementioned will be a higher demand for electric vehicles. Based on the demand and supply price equilibrium of an elastic good, or in layman terms fuel prices at the pump are gonna go up significantly. Hence expect a bounce in EV stocks in the very near future. Trust me I actually make some money time to time doing this stuff. Or don’t trust me all the same because this is not financial advice. I am however not uncertain.

Mentions:#EV

Been expecting some kind of crisis like this, but honestly, this is not the big one. In the short term, bonds and gold will rally. Stocks and crypto will likely take a hit, and the dollar might get a bit stronger. If this drags on, energy companies and EV makers could do well. But if inflation hikes and the Fed doesn’t cut rates this year, that could be a problem for the big guy.

Mentions:#EV

Imagine buying a POS Tesla now when there are like 15 better EV alternatives.

Mentions:#EV

EV owners will like it.

Mentions:#EV

Now all I need is EV subsidies to be cut lmao

Mentions:#EV

Canada Liberals will require that 20% of all vehicles sold in 2026 .... and 100% by 2035...be zero emission EV sales in March 2025, as per stats Canada? 6.5% of all vehicles sold.

Mentions:#EV

Well u see no more oil so electric EV up

Mentions:#EV

EV prices shoot up!

Mentions:#EV

Okay look I get it we’re panic selling, but EV stocks?

Mentions:#EV

Trump too busy rescinding the EV mandate bro there won’t even be a California anymore

Mentions:#EV

And then Donnie kills the entire EV industry this afternoon lol

Mentions:#EV

Yo ma man, when the 27k EV cars coming, them said this late year but ain't happenin'. What a jokeh.

Mentions:#EV

The bottom in EV batteries must be above zero! We will mine lithium in the USA. SOME DAY Ehhhh color me far less than enthusiastic. I'm playing the EV boom by loading up on semiconductors, AI, crypto miners and quantum stocks. how's that for an answer (not playing it no sir no how)

Mentions:#EV#DAY

Taco killed the EV industry

Mentions:#EV

Tesla damn off the EV kill?

Mentions:#EV

Even without open warfare against Melon, looks like admin policies will hurt TSLA's bottom line -- not just eliminating the EV tax credit, but working to undermine EV mandates in states like California. It's a good think Tesla doesn't think it's an electric car company anymore, I guess?

Mentions:#TSLA#EV

Guess giving Taco the presidency isn't enough to be able to call him a pedo and then apologize for it without him killing the EV industry in retribution

Mentions:#EV

With this California EV Roll Back Hurt Tesla? Feels like Calls

Mentions:#EV

I was heavily invested in Muln. sos , Hylion and lucid and workhorse all EV stocks I got wrecked in Muln

Mentions:#EV

\> Trump Kills California 'EV Mandate.' Why Tesla Investors Don't Care. — [Barrons.com](http://Barrons.com) Does they care at all? Would be fun if TSLA drills after market close.

Mentions:#EV#TSLA

Tango mango canceled the EV program in CA

Mentions:#EV#CA

Without EV credits, teslers would be losing money, so it's significant.

Mentions:#EV

Trump signed a bill stopping EV mandates. It's the only reason people buy teslas.

Mentions:#EV

If it has to be forced and mandated, then it's not popular. Consider the possibility of a massive and sustained backlash. I don't personally know anyone who can afford an EV or intends to buy an EV.

Mentions:#EV

because taco signed a bunch of laws that fucked the EV industry

Mentions:#EV

lol. That friendship is shaky as fk rn. I can’t imagine musk being happy about this EV kill

Mentions:#EV

He said I like Tesla lol algos gna pump but this is still gna dump this EV kill is awful for Tesla Said this 10 mins ago and I don’t take my own advice smh

Mentions:#EV

Did you sell it or still holding? Tbh it’s hard to say that was a nice bone he threw but the EV mandate kill still hurts them

Mentions:#EV

If him liking tesla is blocking EV mandates I would sure hate to see him not liking telsa

Mentions:#EV

If you think EVs are taking over, then a no-brainer would be tires. EV's are heavier because the batteries create a heavier car that wears the tires down faster. So tire sales should increase. But, if you believe in robotaxis, then that would mean less cars on the road and so less tires sold overall.

Mentions:#EV

"We're abolishing the EV mandate" - 🌮 *Tesler +1.5%*

Mentions:#EV

Imagine flying a plane via battery instead of fuel - (EV). What happens if the batteries run out in the middle of the sky while flying?

Mentions:#EV

Lithium is abundant and oversupplied currently. You're better off picking EV manufacturers that you think will win. BYDDY

Mentions:#EV#BYDDY

Isn’t it bad for TSLA what trump is saying saying by killing the EV mandate? Why isn’t it crashing?

Mentions:#TSLA#EV

He said I like Tesla lol algos gna pump but this is still gna dump this EV kill is awful for Tesla

Mentions:#EV

EV are in early innings, Tesla is set to grow at 50% for the next 10 years+ Ron Barron says millions of them on the road so Tesla should be worth many trillions

Mentions:#EV

Trump recounts being told EV trucks are too heavy. LOL

Mentions:#EV

TRUMP: EV CHARGERS ARE TOO EXPENSIVE MELON: sadface.jpg

Mentions:#EV

Trump giving Elon a lil slap CA terminating EV rules

Mentions:#CA#EV

EV mandate revoked last night by executive order

Mentions:#EV

"The rapid relationship repair..." What repair? This is what the market and media is blissfully inventing. Trump has made it clear he is not talking to Elon. He said it was "*nice*" that Elon is now backtracking his drug-fueled posts. Has anyone ever seen Trump to be a "let bygones be bygones" person? Hell no. Watch the old 1992 interview of him talking about how much he likes to get revenge on people that betray him and loyalty. Elon's public betrayal of Trump will not go unpunished. Elon is either going to have to pony up another \~$100M to Trump's super PAC or face consequences. The cult-of-Elon believes he is all powerful. Trump is the POTUS. And one that likes to stretch the rules as far as possible. He has the whole GOP in his pocket. All of Elon's companies depend heavily on government contracts, regulatory approvals, and subsidies. Furthermore, Elon's tangled web of businesses and finances are all being leveraged to prop up the whole house of cards. If Tesla shares struggle, that directly impacts Elon's ability to use it as collateral for financing his widespread efforts. For example, if the GOP decides to get rid of carbon offset credits Tesla sells to other ICE automakers, they become a company that operates deep in the red (\~30% of their total revenue). Forget the paltry EV credit that is already going bye bye. Trump could crush Elon with one move. The reverse is not true. And he might just do that to prove that he can...

Mentions:#PAC#ICE#EV

they're not "giving the loan for free" it's a zero-coupon bond that's pretty much dilutive through the fact it's convertible. at 1.5 billion that's nearly 50m shares worth of value being injected within the firm's EV which diluted the living hell out of current equity holders. when you take out debt over equity financing (which is what this is), you're taking down the firms overall equity within firm value. you know.... basic finance not to mention this is an conversion at $29.85 which means the bond is entirely dependent on the share price hitting that market, less they want to cough up the $1.5 billion to shareholders themselves. so you're either seeing massive equity dilution if it hits that point or gamestop sees a 1.5 billion dollar outflow from it not being serviced. maybe for gamestop this might be advantageous, but this completely fucks over shareholders. you gain hardly much upside with all the new investors crowding in from dilution and face all downside should the company fail. that's why it's doen 18%

Mentions:#EV

Why the fuck are Chinese EV stocks selling off because tariffs!? They have absolutely no impact on that market since they don’t sell here sick of this sympathy trade

Mentions:#EV

I’m 28 and have been really into investing, trading, and technical analysis on charts for 6 years now. Have experimented with shares of volatile penny stocks, trading options on large cap companies, and just investing into the S&P and Nasdaq (qqq)) taken many losses and big wins over that time trying to learn obviously. Looking back in hindsight I wish I took a larger portion of my “play money” (money used for risky stocks or options) and just put it into the s&p or Nasdaq or similar ETF’s. It’s great in my opinion to take 75-85% of investment cash into these index’s and using the rest for some higher risk bets that can pay off big time or go to 0/tank. If you have that risk appetite for it. Picking a few ETFs that get you different level of company exposure like the Russell 2000 is for smaller caps and the IWM IWO ETFs have mid cap companies so you aren’t just heavily exposed to the top companies of the S&P can be a good idea for long term exposure Some risky bets that could really pay off in my opinion are in the small/mid cap market right now but I don’t want to say individual tickers. I like the crypto, EV, and financial tech spaces personally. You gotta have your own research and conviction aka due diligence as cliche as it is!! One more thing is I REALLY don’t reccomend experimenting with options unless you’re prepared to most likely lose a lot of money when starting out. That can really be used as a gambling tool and you have to be ridiculously disciplined to not treat it as such

Mentions:#IWM#IWO#EV

He’s killing the California EV mandate which includes 11 other states. He signed the EO today. This means far less incentive for EV sales.

Mentions:#EV

Is Tesla gna tank on this EV news

Mentions:#EV

So taco and EV mandates, bad news for tesler

Mentions:#EV

Already have that. Dumb, just like EVs. Very very few people would even consider self driving or an EV. About as ghey as you can get

Mentions:#EV

What happened to GM EV 1? They were so far ahead of its time. First modern mass produced of its kind.

Mentions:#GM#EV

On front page, executive order tonight signed. No more EV mandates in any states

Mentions:#EV

Orange killed EV mandates in 11 states tonight. She's going deep red

Mentions:#EV

Orange just killed EV mandates in 11 states. TSLA so fuk

Mentions:#EV#TSLA

So the proposal is to trust a company with no clear business plan on how they make money besides treasury returns, and holding BTC and diluting shareholders to make more cash? Yeah saying you're trading it is fine but saying that you want to hold it for the long term because you think that holding through this offering is a good thing in the long run is just diametrically opposed to your stated purpose of playing the price action. At this point you might as well just play roulette, it has better EV than this and saves you a ton of time waiting.

Mentions:#BTC#EV

This just seems like betting that the one in a million event will happen. Sure it could happen but the EV is still negative since the stock isn't going to triple or make any ludicrous move, so what's the point?

Mentions:#EV

If you ever get out of your parent’s basement, you should travel to: - Arizona and see the recently developed massive TSMC chip factory.  - Indiana and Tennessee to see the recently developed Samsung and GM/LG EV battery plants  - Ohio to see the recently redeveloped JSW Steel Plant - Ohio to see the expanded Whirlpool washing machine plant - Texas to see the new Apple facility  - Indiana to see the Honda plant Tariffs don’t work I suppose!

Mentions:#GM#EV

Tariffs do work. If you ever get out of your parent’s basement, you should travel to: - Arizona and see the recently developed massive TSMC chip factory.  - Indiana and Tennessee to see the recently developed Samsung and GM/LG EV battery plants  - Ohio to see the recently redeveloped JSW Steel Plant - Ohio to see the expanded Whirlpool washing machine plant Many more beyond Apple and Honda!

Mentions:#GM#EV

If you ever get out of your parent’s basement, you should travel to: - Arizona and see the massive TSMC chip factory.  - Indiana and Tennessee to see the Samsung and GM/LG EV battery plants  - Ohio to see the JSW Steel Plant - Ohio to see the Whirlpool washing machine plant Many more. But you’re right, goods made in China can not be made here I guess.  

Mentions:#GM#EV

The most important thing for me is the presence of big players of this sector and the availability of big money to invest. I'm a little bit concern of the major focus on the EV sector, but the presence of SK On makes me seriously think about it!

Mentions:#EV

$TSLA to the moon this month. Robotaxi remote teleoperators are cheap in India [https://www.businessinsider.com/tesla-robotaxi-debut-austin-teleoperations-remote-control-cybercab-2025-5](https://www.businessinsider.com/tesla-robotaxi-debut-austin-teleoperations-remote-control-cybercab-2025-5) >**Tesla's robotaxi debut will be invite-only and have a lot of teleoperators, an analyst says. Here's what that could mean** >[Tesla's robotaxi](https://www.businessinsider.com/tesla-cybercab-robotaxi-launch-austin-what-we-know-2025-4) debut in Austin will be invite-only and have a lot of teleoperators, Morgan Stanley's Adam Jonas said. >During a recent visit to Tesla's Palo Alto office, the analyst got details on what the EV company's robotaxi launch will look like. >"Austin's a 'go' but fleet size will be low," Jonas wrote. "Think 10 to 20 cars." >The analyst also wrote that the robotaxis will operate on public roads, that the service will be invite-only, and that there will be many teleoperators on hand. >"Public roads. Invite only. Plenty of tele-ops to ensure safety levels ("we can't screw up")," Jonas wrote.

Mentions:#TSLA#EV

Oh yea I forgot to mention the EV car company

Mentions:#EV

ugh, TMC will be mining the sea bed for nickle, copper, cobalt. All things needed for EV batteries but NOT RARE EARTH ELEMENTS(METALS).

Mentions:#TMC#EV#RARE

>the cult and regards Never go up against a cult of regards. Tesla bulls have ignored (or celebrated): * Years of fraudulent claims around FSD * Tesla Semi * Vaporware Roadster * Insider selling * CEO antagonizing affluent liberal customer base * Falling sales/market share * Cybertruck quality issues and slowing sales * Price cuts * Remote-controlled "autonomous" robots * Tariffs on auto parts * Possible elimination of EV subsidies * CEO distracted by SpaceX, Neuralink, X, Diablo, Ketamine, baby mommas, DOGE, etc.

Mentions:#EV

Go to Europe, or even Australia. Chinese cars and EVs most in the US have never even heard of. The Chinese are dominating the EV market.

Mentions:#EV

is the 55% averaging the EV 100% tariff as well? Sounds like his 4th grade math as usual.

Mentions:#EV

$TSLA Good news - Tesslers are safe in the US [https://www.businessinsider.com/chinese-evs-booming-in-uk-grim-warning-for-tesla-2025-6](https://www.businessinsider.com/chinese-evs-booming-in-uk-grim-warning-for-tesla-2025-6) >**Bad news for Tesla: Britain is going bonkers for Chinese cars** >**—** Sales of BYD and other Chinese EVs are surging in tariff-free UK, even as Tesla's plummet. >**—** One analyst told BI it's proof that in a straight fight, BYD can quickly take market share from legacy automakers. >**—** The US imposed 100% tariffs on Chinese EVs last year, and Elon Musk warned that they could "demolish" Western rivals. > Tesla might be safe from Chinese EV competition in the US — but across the Atlantic in the UK, China's automakers are booming. >Sales of Chinese cars have surged this year in Britain, even as Tesla's sales have cratered, with the likes of BYD growing at enormous speed in the tariff-free market. >According to data from the Society of Motor Manufacturers and Traders, vehicles manufactured in China made up 9.4% of all UK sales in May, up from 7.7% in April, and up from 5.5% in May 2024. >The surge was driven by BYD. The Chinese EV giant recorded a 400% rise in sales from a year earlier, while Polestar, which is owned by Chinese conglomerate Geely, saw its sales spike by nearly 300%. >In contrast to its Chinese rivals, Tesla, which is battling a global sales slump amid [protests and backlash against CEO Elon Musk's political interventions](https://www.businessinsider.com/tesla-elon-musk-identity-crisis-doge-2025-3), saw its sales collapse 36% in the UK in May.

Has there been anything about the Biden EV tariff being touched?

Mentions:#EV

Tariffs have almost always been highly convoluted. Biden slapped a 100% tariff on Chinese EV cars and tech.

Mentions:#EV

I moved a ton of cash to Chinese stock so I'm fine. Lots of BYDs and other finely stolen tech being delivered to the rest of the world. I'm in Costa Rica for a week and I've noticed three different Chinese EV brands. The dumbest in the Whitehouse has fully enabled China to dominate the high-tech landscape for the next decades. Great work American voter.

Mentions:#EV

Interesting move does this mean GM is still hedging its bets between gas and EV? Would love to see a stronger commitment to clean energy.

Mentions:#GM#EV

Ghey ass company with declining sales, cratering sales in other countries that hate the US, no more EV credits, customer base that hates musk, its a car company, CEO is a nut case as he ages. ....I guess bullish

Mentions:#EV