Things at tesla are not as bad as they should be.
this post was submitted on 09 May 2025
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The only thing in this world trending in the right direction is their stock price
Unfortunately Tesla is up 34% from its low in March (I know because I shorted them before their earnings)
Lol shorting Tesla is a wild move. It's a meme stock, the price doesn't reflect anything real.
Not wild, just poorly timed.
Of course, since this is the darkest timeline
Give it some time. I'm sure they could be a whole lot worse still.
This is a big fact almost no one speaks of. Tesla has only ever been profitable by manipulating the carbon footprint regulations and selling Ford and GMC carbon credits. Not a single tesla vehicle has ever been profitable as an actual vehicle. You know, the product they claim to be selling. The real product is pollution hiding. N ot correcting, not fixing, not even slowing pollution. No, its a shell game. Tesla is making money by shifting the blame of pollution for profit. Oh, they build vehicles also.
Where can I learn more about this stuff?
the only reason anyone has bought a cybertruck for a business is because incentives for heavy vehicles make it possible to almost entirely write them off on taxes
OhNoAnyway.jpg.
Its profits are plunging, as is its share price.
Looks at share price: Up 10% in the last month....
The market can remain irrational longer that you can remain solvent.
The problem isn't that you can't predict when a stock is mispriced, that's sometimes very easy, it's predicting when all the other dipshits will come to the same conclusion because ultimately that's all that matters.
Right now musk still has a personality cult and there are a lot of morons buying the stock like their worldview depends on it. They don't read the earnings reports, they don't read unbiased news, they mostly don't even own the cars, they just think it's going to the moon because...for lack of a better word, propaganda.
Nailed it. I'd add that investors are treating it as a meme stock, and as you said, it's unrealistic. Fuck me, talk about a house of cards.
People interested in cars have been scratching our heads with Tesla for years. Like at one point it was worth more than every other car market combined and its value kept going up. I mean there seems like years of irrational prices to the point it would be silly to bet against it
But still down 20% from the start of the year, when Trump was supposed to make it soar.
It's not going to survive this high for long with the abysmal sales figures coming from the rest of the world, even if the Musk cult currently still keeps pretending everything is going great.
Wait, you mean The Commercial on the White House lawn back in March didn't move more units?! surprisedpikachuface.jpg
How is it possible that tesla is losing sales in markets where EVs are growing? Not a good sign
Publications LOOOOVE to write these articles and then sit on them until the stock gets like a 1-day 5% drop so they can misrepresent the situation. Take a look back 6 months or 12 mos. and it's even greater.
sit on them until the stock gets like a 1-day 5% drop so they can misrepresent the situation
ok, but that didn't happen here
Point is, it only looks bad if you look at a very specific period of time.
I'm always happy to see bad news for Tesla (and by extension, Elon), but they've survived so much despite their mismanagement it feels like we'll never be rid of them.
I’d like to see their charging network survive in some way, maybe under someone else’s control. From what I’ve heard from EV owners the Tesla charging stations are the only ones that are readily available especially outside of cities (at least here in Australia).
Be of good cheer! That kinda market valuation doesn't disappear overnight, just too much money to piss away quickly. But our man Musk is on the case!
And you'll love this, Musk is committing the ultimate capitalist sin: Losing money. No problem going in the red, if your business plans aren't made of half-ply toilet paper and ghosts. LOL, even Trump will shit on him as soon as it's clear that Elon is a "loser".
It was only able to post a $409 million profit in the quarter thanks to the sale of $595 million worth of regulatory credits to other automakers.
Without the regulatory credits, and capital gains Tesla would be $500 million in the red.
And sales continue to drop in all markets. Tesla is no longer competitive in China and EU, only in USA due to tariffs on cars.
A couple of years ago Tesla boasted the highest margins in the industry on their cars, now they are so low, that if prices continue to drop, Tesla will soon be at s deficit on every car sold if they try to follow, or if they don't reduce prices, their cars will simply be too expensive. Damned if you do, damned if you don't.
Maybe they will get bailed out like the airlines did though. I want to see them burn, but nothing seems to work the way it's supposed to anymore.
Airlines run on paper-thin margins and are critical to the economy and country as a whole. Yeah, we kinda have to keep them afloat. Tesla does not enjoy that sort of role.
Afloat. An airline.
I'm already out.
Or instead of trying to keep Airlines’s from sinking, we could invest in intercity rail, so there would be travel options. Imagine having a choice
An Enron-like Tesla documentary is coming.
I think it'll be more of an Enron slash Theranos docudrama... questionable accounting and overvaluation mixed with a superstar CEO stuck in a faking-it-till-you-make-it corporate death loop with investors drunk on hype.
Funniest thing about Tesla was the idea they'd make evs more economical and realible after starting in the luxury space. They did exactly the opposite and now shareholders are paying dearly.
Good.
At this point of negative journalism, any company that didn't choose to bend the knee to Trump's lunacy would have been denied. The right hates electric vehicles. The right hates these pesky journalists. The right says they're clever enough to see a grifter. However, when an electric car company run by an un-qualified rich boy from South Afrika utilises the media to inflate their numbers so they can sell more electric cars to the people they betrayed (not their "new customers", they won't buy into electric because of their personal politics) it's all "why have trans people existed for so long?"
Monkeys amongst apes.
Weren’t they selling like 3000 cars a day at every single dealership in Canada? Seems like sales should be fine.
Funny how now they are making money selling regulatory credits. Lol
I think your comment is misunderstood.
The 3000 cars a day were just for a few days before the government credits were set to expire.
Yeah some people don’t get sarcasm.
Anyway I think musk took the Canadian credits and smuggled them across the border without paying tariffs so he could then sell them as US regulatory credits. It all makes sense now.
Without the /s, it could have been a standard Muskie comment. Hard to tell online.
I'm often stunned that internet people take everything a face value, even an obvious post like yours. OTOH, Americans' read at an average of 7th-8th grade levels. Go figure.
Because they weren't selling 3000 a day. They were selling a huge number a minute, one day (maybe a couple).
Not good. There’s still some remnant of the idealistic vision, hiding from the Nazi.
- robotaxis will eventually be a good thing, but it will be a long time before they’re profitable. I’m all for the experiment, whether teslas approach succeeds or not, but Tesla can no longer afford to stick to a money losing experiment
- the semi has huge potential to disrupt the trucking industry and rapidly decarbonize it. While I do see other companies experimenting with battery trucks, no one else has the potential combining mass produced parts from other vehicles, mass produced charging stations and mega storage, nor are taking the risk to scale up manufacturing. We need to electrify trucking and like it or not Tesla has some unique strengths that may help them succeed first. We need this
- these are teslas big upcoming efforts and they’re both an attempt to be revolutionary, which means risky, money losing. While I can get onboard the protest bandwagon, deprive the Nazi of his god level wealth, we need the EV revolution in trucking
robotaxis
It's going to be a disaster. Tesla "FSD" is glorified cruise control on level 2 on the autonomous driving scale.
semi
It's already a disaster. The economics don't add up and the few on the road break down all the time.
don't other truck manufacturers that actually know how to build a truck also make electrified models?