James Cat @TSLAFanMtl
Life sciences and business background. Marketer. Tesla commentary & analysis. Use Twitter to feed my Tesla addiction. Next car will be a Tesla! Montréal, Québec Joined December 2011-
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Nice. Updates are fast & furious.
Absolutely true. Price stability is key.
It's possible that Tesla thought that inventory prices weren't generating sufficient awareness about the actual price, hence limiting demand. Hence the removal of most inventory price cuts and now this.
Oh dear.
Tesla AI engineers are responsible for 5% of revenues of Chuck's neighborhood restaurant and hotels.
Tesla AI engineers are responsible for 5% of revenues of Chuck's neighborhood restaurant and hotels.
Not a bad list.
Don't agree with everything but good points in here.
Don't agree with everything but good points in here.
It's time people stop caring about what @CathieDWood does or thinks. She is the worst money manager ever. She got lucky with Tesla, literally 1 out of 100 losers. She has no credibility. If she buys your favorite stock, it's probably a bearish signal.
I am not sure about the conclusion of this post... but the concept is interesting. We already know the numbers will be bad...that's already baked in imo. Will Elon deliver more of an "executive" earnings call and/or act somehow differently/be more optimistic because of the…
I am not sure about the conclusion of this post... but the concept is interesting. We already know the numbers will be bad...that's already baked in imo. Will Elon deliver more of an "executive" earnings call and/or act somehow differently/be more optimistic because of the…
War time James Cat 😾.
Panasonic's Kansas factory will build 2170 cells with a planned capacity of 30 GWh and start of mass production in March 2025. This coincides with the last timeline Elon gave on start of production for the $25k compact crossover being 2H 2025 in Austin (Q1 call). These cells…
Anyone in Kansas that can grab a drone and provide an update on this factory? kansascity.com/news/business/…
Here is what Elon needs to deliver, in black and white, on the call next week: Do's: - Outline plan to stabilize gross margin. - Outline the plan to grow demand and vehicle volume in 2025-2026 (2024 already a write-off imo). - Outline long-term product roadmap with a fair amount…
Now what's Iran going to do? Probably not send another set of drones that take 8 hrs to arrive and get shot down in the process.
Gary Black @garyblack00
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@TSLAFanMtl The uncertainty and messiness of Tesla’s pricing is going to keep buyers from taking the plunge. In the space of a couple weeks we’ve seen prices increase, inventory discounts removed, price decreases, end of referral program etc. on top of all the negative news in general.
@TSLAFanMtl Question #5 is the deal breaker.
@TSLAFanMtl Remember the shareholder meeting 2-3 years ago where he spent like ten minutes in the beginning outlining a very bullish future for the company, told retail to buy the dip, then began selling more shares like the next day? We are literal clowns. 😂😂😂
@TSLAFanMtl @CathieDWood Sadly, data support this strong statement. Nasdaq is outperforming Cathie by ~7x. Data don’t lie.
$TSLA bulls to $NVDA bulls
@TSLAFanMtl How is that NOT your profile pic?? Lol
@TSLAFanMtl Good points, but he’ll address a fraction of these & tank the stock. I’m beginning to feel it’s intentional Tank it. Take X public, sell some stock & rebuy $TSLA to get to 25%. Yeah, crazy speculation, but it seems that’s what X is for right 🤷♂️😂
@TSLAFanMtl “- Talk about the economy being weak (it hasn't been and isn't).” Ehhh. I think people are underestimating this. It’s hard not to see this as consensus along with the interest rate when talking to Management of diff hardware tech co
@TSLAFanMtl 100% agreed Especially this: Outline long-term product roadmap with a fair amount of detail on the $25k mass market EV. Where will they build it, and when. When is the reveal? —+ and I want to know about strategy for dealing with adversarial regulators regarding RoboTaxi
@TSLAFanMtl Great plan but getting that info at earnings would require a CEO.
@TSLAFanMtl I hope he tries to answer every question in depth and without dismissing it because the only thing that matters is FSD, but I frankly doubt it. I don’t think he feels the need to reassure investors of anything; he will say what he believes, even if his own team is against it.
@TSLAFanMtl I guess you know this isn’t gonna happen! 😅
@TSLAFanMtl Yeah, that’s a great list. But remember it’s an earnings call. Other than broad statements from Elon Musk showing priorities and giving some direction, I would not count on getting much of a product roadmap, if I were you.
@John59554065 @TSLAFanMtl Although what you’re correct, the OP is highlighting the fact that Tesla shouldn’t cry about the economy and instead show how they can succeed no matter what.
@TSLAFanMtl Energy revenue is a bit too high imo but this looks legit! This is your final EPS?
@TSLAFanMtl @Sean_khatibi Me too and I hate them so much. I can’t wait to say good bye forever. Starlink phones I hope 🫶