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 situation with his comp plan?
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 situation with his comp plan?
@TSLAFanMtl No, he won't. Elon has shown everyone who he is, and he's not going to change. You either support him or you go spend more time with your family.
I mean, they’ve made some quite drastic changes in the last few weeks, Drew’s teams now reporting directly to him plus 35 other execs, the sales, referral and pricing changes too. With everything coming on the horizon too, If nothing else… it will be interesting. Come prepared! 🥃
@TSLAFanMtl I'd pay anything to get Zach and Drew back in the earnings call
@TSLAFanMtl How can he act more optimistic? What’s so bullish between now and compact 2 release?
My opinion: Elon will tell the truth and not sugarcoat anything. He will emphasize that main reason demand is down is due to high interest rates. The bright spot will be megapack deliveries. We will probably see more FSD money being put on the bottom line. There will be optimism, but nothing that will materially impact the balance sheet in 2024 (or even early 2025).
@TSLAFanMtl I don't think Elon can "act" in any other way than himself. He doesn't waste his mental energy to fake personas. That said, they scheduled the vote after the earnings.. So I think "the death" of these earnings are greatly exaggerated.
@TSLAFanMtl Elon needs the stock to be down until his previous plan is reinstated and a new plan is approved to make him reach 25%. That can take a while..
@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 My guess is he'll tell us to focus on FSD progress instead of deliveries.
@TSLAFanMtl It shouldn't be. You don't get to hold what he rightfully earn as ransom just so he could change his tune to please you or any other investor. This is pretty much a middle finger to his face after the relentless work by him and team on. It is plain wrong.