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Started By
Message
re: Tesla tanking
Posted on 2/15/25 at 2:57 pm to Hitman67
Posted on 2/15/25 at 2:57 pm to Hitman67
quote:
Sorry I wasn't more clear. I was responding to a post earlier that said china evs were better. The Tesla model Y is the best selling ev in China.
Being totally honest, neither of us can say for certain which is better because BYD is not in the US. That said, BYD (and China in general) have a huge value proposition over Tesla. Tesla are fine cars, but to say they are luxury or well put together is being dishonest. Build quality is lacking. Rivian and Lucid make better vehicles, they just lack the battery tech…for now. Tesla needs to do something before Rivian launches their two new smaller vehicles. The current Tesla lineup is stale and sedans are a dying market.
As for FSD, it may get fast tracked thanks to Elon and Trumps friendship, but every expert I’ve heard talk about it says it’s years away from being viable. It’ll take one FSD related traffic fatality for that house of cards to fall. It’s insane to me that Tesla has found a way for people to pay them to beta test their FSD in the real world.
This post was edited on 2/16/25 at 7:22 am
1
Posted on 2/15/25 at 3:21 pm to jordan21210
You read mainstream media and it's as corrupt as any political news they would report. Tesla doesn't advertise all the others spend a shite load. The Chinese buy more Tesla model Y than any other electric vehicle. It's obviously not cheaper, so they must think it's better. Tesla could care less about cars, they aren't a car company. You act like you are informed, but you just aren't. It's ok, I'll count my money in the next couple of years while you talk about what you don't know.
This post was edited on 2/15/25 at 3:23 pm
Posted on 2/15/25 at 3:27 pm to Hitman67
quote:
they aren't a car company.
Elon said so.. if only they made money from the non car part of the business.
This is where you remind someone to not get emotional about their investments
Posted on 2/15/25 at 3:53 pm to UltimaParadox
Lol, currently yes. Maybe you should check out the energy storage part of the business. That's why I mentioned a few years. What you guys don't seem to comprehend is Tesla is an engineering company. They want other people to be successful making Evs. The problem is that most all of the other companies can't generate profits. BYD might be the exception, but they have who knows how much government money behind them and almost a million employees. People on this board have told you how close robots actually are and 99% of the people still have no idea how close it actually is. Wallstreet missed Apple, Amazon and NVDA and they will miss Tesla again too. They had no idea about Tesla in 2020, many were still expecting them to go bankrupt at the time. Lol, be a hater if you want to, but don't always believe what you read from a so called expert.
This post was edited on 2/15/25 at 3:54 pm
Posted on 2/16/25 at 7:28 am to Hitman67
quote:
The Chinese buy more Tesla model Y than any other electric vehicle
Well, that’s great for the Chinese but there is a whole world outside of China and I believe Tesla’s sales are currently taking a hit. Buicks are also hot commodities in China, does that mean Buick is better than all of their competitors? Or do the Chinese view western brands as premium vs domestic brands? Similar to how we in the US have no problem shelling out $80k for a BMW, but $80k for a Jeep is ridiculous.
“Tesla isn’t a car company” is a rally cry for the ignorant.. Why don’t you post a breakdown of Tesla’s EV and EV related revenues vs their other sources of revenue and then come tell us “Tesla isn’t a car company”. Would love to see those numbers.
quote:
Tesla is an engineering company
Care to share what exactly they are engineering? I bet it’s EV and EV related.
This post was edited on 2/16/25 at 7:31 am
Posted on 2/16/25 at 8:01 am to bayoubengals88
quote:
European car sales have plummeted. No one over there wants to be associated with Musk after he joined Trump.
Europeans buy Volkswagens which literally supplied cars to the Nazis. Many of their domestic autos are made in Hungary and they hate Orban. I don’t think it’s liberal buying bias affecting their sales. No one wants electric now. Their economy is bad and power costs are high since they stopped buying cheap Russian gas for energy. Europe has fricked itself.
This post was edited on 2/16/25 at 4:39 pm
Posted on 2/16/25 at 8:32 am to Drizzt
Even Elon mocks people buying Tesla stock and says they are dumb for buying it.
Posted on 2/16/25 at 9:09 am to jordan21210
quote:
Why don’t you post a breakdown of Tesla’s EV and EV related revenues vs their other sources of revenue
Posted on 2/16/25 at 9:28 am to cgrand
“Teslas not a car company, bro. You don’t get it, bro.”
Posted on 2/16/25 at 9:51 am to jordan21210
quote:
“Teslas not a car company, bro. You don’t get it, bro.”
Eventually it won’t be. The company is working on robotics and is collecting vast amounts of data for AI applications. Short term it’ll be choppy, but long term it will be a winner.
Look at what he’s done with SpaceX. Everyone complained he was using government $’s and what was the point. Last year Starlink revenue double to $8 billion and is expected to grow. Musk plays the long game.
Posted on 2/16/25 at 10:24 am to Morpheus
they still have some of the best lease programs out of all the manufacturers.
Consider this you can lease a $48,000 Model Y for $360 per month for 3 years with only $2,500 down. That's an insane lease on an SUV that you will spend zero money on fuel and zero money on maintenance.
Consider this you can lease a $48,000 Model Y for $360 per month for 3 years with only $2,500 down. That's an insane lease on an SUV that you will spend zero money on fuel and zero money on maintenance.
Posted on 2/16/25 at 10:58 am to jordan21210
Sure special one. Apple is just a pc company and Amazon is just a book store. Google is just a search engine. So much of what people think they know just isn't so.... Keep your head in the sand if you want to...
Posted on 2/16/25 at 11:32 am to Hitman67
quote:
Sure special one. Apple is just a pc company and Amazon is just a book store. Google is just a search engine. So much of what people think they know just isn't so.... Keep your head in the sand if you want to...
Based
Posted on 2/16/25 at 12:15 pm to Hitman67
quote:
Sure special one. Apple is just a pc company and Amazon is just a book store. Google is just a search engine. So much of what people think they know just isn't so.... Keep your head in the sand if you want to...
okay well then enlighten us, what do you know that we don’t? 85%+ of Teslas revenues are vehicle sales and vehicle charging infrastructure…but they aren’t a car company. Uh huh. Posted on 2/16/25 at 12:22 pm to jordan21210
quote:Stock price isn’t all about current revenue.
85%+ of Teslas revenues are vehicle sales and vehicle charging infrastructure…but they aren’t a car company.
I’m convinced every Telsa hater missed the boat in 2020, and the price is so overinflated now that they can’t get in. But they secretly want to..
Posted on 2/16/25 at 12:24 pm to Hitman67
quote:
Sure special one. Apple is just a pc company and Amazon is just a book store. Google is just a search engine. So much of what people think they know just isn't so.... Keep your head in the sand if you want to...
I think you're conflating the current with the aspirational. At one point, Apple was just a PC company. And at one point, Amazon was just an online bookstore. Both aspired to be, and became, something more/different.
Currently, Tesla is almost exclusively a car company. Tesla certainly aspires to be something different, but at the moment, that's what they are. There's nothing wrong with viewing them with an eye towards their future aspirations, but demanding that people call them something that they currently aren't strikes me as a bit silly.
Posted on 2/16/25 at 12:26 pm to Tifway419
quote:
the price is so overinflated now that they can’t get in
I am not even sure how to respond to these types of post, when you point out the reasons to stay away from the stock.
Its obvious Tesla's core business is facing major headwinds as they are still valued as a growth company with very little growth. Obviously the PE stays inflated because investors must believe they can pivot quickly, but that seems risky when such a large portion of all their revenue and profit are at risk.
I would say history shows us that once growth stocks stop showing growth they are generally punished very heavily and return to more realistic PEs until growth can be reestablished. This could be an entry point, but nothing points to them fixing the problem in the short term.
Posted on 2/16/25 at 12:27 pm to Tifway419
Tesla is a data company. Some people see it. Others don’t.
Posted on 2/16/25 at 12:29 pm to kaaj24
quote:
Tesla is a data company. Some people see it. Others don’t.
How do they plan to monetize said data? They are not right now and have not shared any plans to moving forward.
For the stock price to rebound they need to show something or start growing revenues again
Posted on 2/16/25 at 12:40 pm to UltimaParadox
Autonomous driving.
All the cameras, data collection that occurs when each Tesla vehicle reports back to HQ on each drive. Improves AI and machine learning.
Autonomous driving, logistics, transportation. It’s a HUGE opportunity.
All the cameras, data collection that occurs when each Tesla vehicle reports back to HQ on each drive. Improves AI and machine learning.
Autonomous driving, logistics, transportation. It’s a HUGE opportunity.
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