Where is the Curaçao Call Option Coalition to manipulate TSLA today? Did Elon reassign traders to OPM? Hacking Treasury systems? They’ve still got til the end of the week to pump the stock. We know there is no consequence for any of it. $TSLAQ
My back of the envelope calc on COGS is that with prod < Deliveries/sales of 40K in Q4, gr mgn will be 3ppts less than Q3. That works out to $.30/shr pretax. In addition, discounts, referral credits and 0% lease rates will further pressure margins. Maybe Q3 was peak eps? $TSLAQ
Question for TSLA fanboys: Since the stock is up $200 on nothing positive about the actual business, but cuz Elonia bought an election and moved into Mar-a-lago, as he self-destructs politically, why won’t the stock quickly go back to $250? $TSLAQ
The intraday swing today for TSLA was about $90B in market cap, greater than all of $RACE, 2X GM, equivalent to 3mil Optimus robots. Make it make sense. $TSLAQ
B4 FSD approval can be “fast tracked” Elon needs to actually apply, which he has resisted. Getting approval would be like the dog catching the car cuz then Elon would need to own the liability for all the deaths by 🔥 Any legal peeps know if he can require binding arb? $TSLAQ
$TSLA locked out mom with baby inside 👶 (similar to AZ case)
💀 It was 109 F outside 🌞
💀 Tesla diagnosis said car was fine
💀 Tesla deleted the video from that day
She feared her baby would be dead.
"I'm terrifed. I don't want to drive that Tesla."
I see Tesla to roll out FSD in China next year, stock gaps up. Do Y’all remember in Jan-Feb when L Ron flew to China to meet with Xi? stock gapped cuz “FSD approved in China”? But actual result of the trip was that TSLA had to license Baidu mapping software, no approval $TSLAQ
TSLA up 5% as Elon bets that endorsing Trump will preserve EV tax credits despite Trumps prior pledge to eliminate them. Elon expects this will outweigh the alienation of his entire customer base in California $tslaq
One hanging TSLA question; will Q4 revs be up yr/yr? “Deliveries” +20%, but mix has deteriorated and prices have been cut a similar amount…it might be down to the accrual (pull forward) of ZEV credits. Has rev growth ended? $tslaq
$tslaq As TSLA rev growth RATE declines, and eps est heads for $2.00 in 2024, deteriorating fundamentals must be offset by more hopium based on segments with no prospect of REVENUE (dojo, Optimus, robotaxi). Gonna be fascinating to watch the chasm betw what IS and only fantasy.
Just had a convo with a friend who has a reservation, excited about cyberf*k launch. I mentioned mftg probs and likely price creep from initial euphoria. He tells me he’s pretty sure dual motor price was locked in at $50k with his reservation. Excited to take delivery. $tslaq
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