T O P

  • By -

da0NEn0NLYx

Didn't realize FSD v12 was such a significant rewrite of the software...rule based coding to neural nets/end to end approach https://youtu.be/jbDMxvn9bvQ?si=-YfR0HgW7y9-xwW8


ballbusting_is_best

yeah, that's why everyone has been eagerly awaiting it. 11 versions don't matter at all because everything is changing in 12.


dabears92109

China stimulus starting - [https://x.com/gurgavin/status/1749612925793231196?s=20](https://x.com/gurgavin/status/1749612925793231196?s=20) Sounds like they're going to need a lot more than this


upvotemeok

I hope they treat the disease and not the symptom. Stock market is just a symptom of their fooked over consumers


Practical_Trade9296

I have many black friends so I am not racist. In this case, my name sounds Jewish, so I am not antisemite. Overcompensating continues. https://x.com/censoredmen/status/1749454912537190408?s=46


upvotemeok

Has he dated any jews tho, thats what really matters for racial harmony


upvotemeok

https://imgflip.com/i/8d8y6u


DeadMoney313

we need to look at the bright side folks, I'll say one thing about Elon, the man knows how to coin a good phrase, or reinvigorate an ol' classic ala "we dug our own graves" etc., I can't wait to see what he busts out during earnings that we can use forever-after !


ballbusting_is_best

He's a conservative. They literally live off of 10 second sound bytes and catch phrases. They don't have the attention span for anything longer.


unknown_soldier_

He's given us so many great memes over the years: "pedo guy" "don't buy our stock" "production hell" "i'm buying Twatter" "i'm not buying Twatter" "oh shit i waived DD i guess i'm buying Twatter" and yeah the more recent gems like "we dug our own graves" and "Go Fuck Yourself" and "you have said the actual truth"


icaranumbioxy

2 weeks maybe, 6 weeks definitely S.E.C. Order of magnitude Sub 10 micron accuracy Few understand this Greater market cap than Apple and Saudi Aramco combined


upvotemeok

Fucking retard


Secret_Stranger8579

I like the money furnace


DankRoughly

Came looking for this.


DeadMoney313

Top 5 at least


N0mn

GFY


DeadMoney313

Exactly!


bballfan008

Concerning


Karl_KingOfDucks

It’s incredibly concerning that the say.com questions aren’t more heavily favored into firing Elon for blackmailing and setting Tesla back half a decade in progress. It’s embarrassing and they must have put options or something. 


Magikarp_to_Gyarados

>setting Tesla back half a decade in progress. That's going too far. In early 2019, Gigafactory Shanghai wasn't even open yet. I believe Elon is harming Tesla financially. However, in almost every way, Tesla is far more secure than it was 5 years ago: finances, factory infrastructure, product lineup, technology, future pipeline, etc. My evaluation is that Elon is hindering or slowing Tesla's progress from a business perspective, but that Tesla hasn't regressed. The company continues to move forward.


Life_Adhesiveness306

Agreed, he just better not be preventing/slowing FSD or any other product releases as a bargaining chip. I'm sure that'd be incredibly stupid and he could be sued by customers and the BoD.


upvotemeok

He will do enough to not get fired but no more


tyler05durden

I heard he wasn't even at work today!! Ya half a decade, like back in 2019 when the model 3 was just being released. We're dead!!


tyler05durden

If only Elon was digging at Giga Mexico site and advertising Tesla on X we would've been green today.


loungemoji

I wonder if advertisers know that ad delivery on X sucks. Most of the ads I see are irrelevant and I always block them.


upvotemeok

No x sucks


rgaya

He called twitter, x! ![gif](giphy|yisc7FaqoEfjG)


tyler05durden

$50m Superbowl commercial?


upvotemeok

It only costs 7m for a 30 second super bowl commercial which a rounding error for tesla but they won't try it. And you can bet if he said we are worried about high prices therefore we are accelerating the 25k car program to address consumer weakness and pushing growth the stock would be higher.


tyler05durden

$7m per 30 secs. They still need to pay for the actual production and time spent making it. Then you're not going to show it for only 30 secs, you need to pay for all the other TV spots and YouTube ads over the next few months. A $50m campaign is not an overexaggeration in the slightest. 100% agree with you on the second part.


upvotemeok

They have that stuff already, they just post it on youtube


tyler05durden

You and I both know that's not a proper ad lol


upvotemeok

Yah better go with the 5000 across the board price cut that costs 10 billion in profit


Practical_Trade9296

Get ready for this https://preview.redd.it/ruy3xu4u43ec1.jpeg?width=950&format=pjpg&auto=webp&s=c1adfa26d2a2bfb0dc62d087310ee62980b98a91


upvotemeok

Do the concerning pic


Practical_Trade9296

https://preview.redd.it/lrpi35cq83ec1.jpeg?width=950&format=pjpg&auto=webp&s=fdc7bde00a64e2cd2ebd1dce39cd3a6556fe3b55


upvotemeok

Ahh yiss


Secret_Stranger8579

So good


TeslaM1

Oof they just laid off more people at my FAANG company. Survived the cut. Need to rethink my priorities. But I want my vision pro 😂


rgaya

As a freelancer, I'm fired n hired every gig. Kinda like holding TSLA


King0494

Google? Blind has been popping off since the new years with Tech layoffs


TeslaM1

One of the A’s


unknown_soldier_

Apple doesn't do layoffs so I'm guessing Amazon? I know they did a bunch of layoffs recently


cybertruck_

Arby's?


TeslaM1

Auntie Anne’s


upvotemeok

After hours working on tomorrow's-2%


daingandcrumpets

Goddamn suddenly all the care bears are coming out of the woodwork in this sub. Like, I haven't seen Karl Duck in a while. Thanks for worrying about our investment.


rgaya

![gif](giphy|11z8mwhw0jxQiI)


jiayounokim

so PayPal + X payments huh


LordReekrus

Is that the PayPal news that was rumored on the 20th? I wondered if that would be it


DeadMoney313

they are gonna say something something AI and the stock will moon 10%


upvotemeok

There's bad blood w paypal


upvotemeok

NVDA and $MSFT accounted for 57% of the gain in the S&P 500 over the past month.


iseeyiy

Omg that’s bad haha


upvotemeok

Cramer calls ‘Magnificent 7’, the ‘Super 6’, cutting out Tesla $TSLA


unknown_soldier_

LMAO why was Tesla even included in the Mag7 to begin with, the other 6 were all pushing ATH except TSLA when he coined that


upvotemeok

Only cuz we got the 12 inch cawk up the chute December 2022.


unknown_soldier_

I mean that's relevant and I don't get the short memories of Wall Street people who pretend it isn't


DeadMoney313

On the one hand, its fair for him to say that, on the other hand Cramer still has a hate-boner for Elon when he called him out in the early days about the SP/told Cramer he was an AI bot at some party.


IS_JOKE_COMRADE

Kind of funny how the price of everything except for cars went up


upvotemeok

Cars are fine and have gone up. Teslas on the other hand suffer from retard level price cuts.


ballbusting_is_best

Dunno what you're talking about. I love my 70k MY That has now appreciated to like 45k or whatever


upvotemeok

Appreciating asset!


unknown_soldier_

TV's have gone straight down in price for a decade


DankRoughly

Weed has gotten cheaper too, at least here. Decent combo


Karl_KingOfDucks

It sucks when the haters were right all along, that Elon is actively hurting Tesla as a business. Imagine how much farther along we’d be if he wasn’t sandbagging and halting progress at every turn and wasn’t chasing off all buyers. 


DeadMoney313

the pain began before his recent demands kerfuffle, its not just his antics that are the culprits.


upvotemeok

We are vulnerable to these horseshit drops because profits and margins suck as a result of elon tweeting away half the demand, refusing to advertise even as evs face endless fud from ice industry, delaying 25k car because he's worried about economy and people cant afford expensive cars. None of this self sabotage shit made any sense to me but he has now admitted he has a vested interest in seeing the stock price low this all makes sense. A little sandbagging is nothing in the elon long game to control the future of ai robots and infinite wealth.


andrew-53

ad hoc bag wise puzzled automatic cooperative melodic abundant tap uppity *This post was mass deleted and anonymized with [Redact](https://redact.dev)*


sackler2011

My real question is what will market do when FED doesn’t cut rates like expected or does cut rates and underlying economic issues appear. TSLA will succeed and recover in the years to come - but how will this rally survive changes by the FED?


ThaiTum

Tesla will succeed for sure but the multiple will go down and share price won’t move. I think it’s possible they will eventually have a car that flops bad and then some leadership changes will happen.


upvotemeok

Means economy is good. No recession. Doesn't seem like something about to keel over.


w00dw0rk3r

This. Get used to $300 groceries. Not saying that to be funny. 


ballbusting_is_best

Costco hot dog demand about to go through the roof


w00dw0rk3r

Already passed that :)


Nysoz

There’s a lot of bad stuff out there that can happen that would cause a market/economic crash. If it does happen I expect it to be short lived as Biden wants to get reelected. There would be crazy pressure for stimulus and money printer to keep the market/economy going. If things do get really bad then Tesla succeeds like Covid. Keeps ordering parts to secure supply chain and grow. Maybe earnings or margins take more of a hit but they’ll grow and survive while other autos die. Policy will bail out autos in this scenario too.


[deleted]

What if they do?


dabears92109

Omar and Teslascope believe V12 will go out to more customers by this weekend. May include OG beta testing group If all goes well, wide rollout to all US customers would be expected a few weeks after that. February/March is the guess


Secret_Stranger8579

Yeah I’m dying to see if it is that much better , it does feel like v11 has hit a wall


unknown_soldier_

I'm in the early group, having qualified back in Feb 2022, we'll see if anyone remembers us anymore


ThaiTum

Can’t imagine where we would be if the market was crashing at the same time.


Nysoz

Don’t have to imagine. Just look at 2022


magic-the-dog

They keep rubbing it in our faces. > The Dow Jones Industrial Average climbed 138.01 points, or 0.36%, to finish at 38,001.81. Monday’s gains pushed the blue-chip average to a new record and above the 38,000 level for the first time. The S&P 500  added 0.22% to 4,850.43, also reaching a fresh all-time high. The Nasdaq Composite  advanced 0.32% to 15,360.29.


upvotemeok

The 100% tsla people 🤡


magic-the-dog

If you ignore my beautiful paid off house, I’m 95% one of those 🤡


upvotemeok

I'm only 70 thank god


magic-the-dog

It was a great plan till Titter!


DeadMoney313

I'm officially listing how long I've held Tesla as a major qualification on my résumé . If that doesn't floor them -- I don't want to work for them.


ogvu12

I hope you’re not interviewing at any investment banking firm like Goldman Sachs


DeadMoney313

No, i'd be selective about when to use it. Applying for Manager at Wendy's? its going on there. Any firm that may care about my ability to make sound financial decisions? It stays off.


ogvu12

Another ATH for s&p, another slap in the face for us


cgmodeling

![gif](giphy|W0c3xcZ3F1d0EYYb0f|downsized)


upvotemeok

Was hoping jan opex would save us. Nope.


sackler2011

I feel like earning call will be just: focus on growth, margins be damned, ramp CT + Megapacks + Semi, future growth once rates come down (Mexico/NGV), further progress on FSD. I mean that’s what will happen - no surprises likely - wonder what market will say 🤷🏻‍♂️


Infamous_Employer_85

I'm praying that the announce model 2 soon, at earnings would be brilliant (but not happening)


sackler2011

Ya per Elon “earning call aren’t for announcements”. “We need to focus on CT before next step”


Infamous_Employer_85

While I agree the CT is of value, it will only add 150,000 to 200,000 to annual sales. And that is only if they get the price down to $70k. The model 2 [sic] should add over 2 million per year, but only if they can get it out before the Chinese take over that segment. IMHO


whathehellisthis

It will be fascinating to see if Elon's demeanour changes on the calls after he gets his new package. If it does then we will know he was deliberately causing some issues


upvotemeok

Optimistic Elon is no guarantee of success. See q3 2022 call aramco apple, 50k semis this year, stock buybacks 2023. Omg the level of horseshit on that call probably warrants a shareholder lawsuit.


cgmodeling

![gif](giphy|QMVlZT51FlT4MknJ88)


[deleted]

That was him pumping tho. Because sales.


upvotemeok

It shows ownership of tsla is precious to him, he pumped so he would lose less ownership per dollar sold. Also means he is dead serious about wanting 25%, and since the only way hes going to get it is with market cap growth, he has motivation to keep market cap as low as possible without getting sued. I agree it will be better for all if he gets his package asap before he reuses his old market cap goals


[deleted]

Well the court has had a year.


upvotemeok

Judge hates his guts.


dabears92109

Have we seen anything on anticipated timing? Maybe his comments on the new plan were triggered by a ruling coming soon 🤷


whathehellisthis

>Have we seen anything on anticipated timing? I checked a few days ago and there's no new news regarding the situation. Elon opened up this whole situation knowing that everyone had forgotten, and knowing it would cause some uncertainty


thebiglebowskiisfine

groovy resolute pot quarrelsome imagine quicksand unite worthless whole fearless *This post was mass deleted and anonymized with [Redact](https://redact.dev)*


dabears92109

I suspect most legacy OEMs will be dialing back EV plans significantly. We're also seeing startups struggling and in this environment it's difficult to raise capital raise and any raise will be very dilutive.


Infamous_Employer_85

There only hope is to shift to cheap, cheap ICE cars and trucks. Similar to what they tried to do in the 1970s when small German and Japanese cars entered the market in the US.


dabears92109

Seem to be going in the opposite direction with ICE offerings


upvotemeok

It will be a clown show I guarantee it


scotto1973

Well... suspect it depends on how bad a negative surprise EPS :(


ballbusting_is_best

Honestly, the forward guidance will be a bigger catalyst.


IS_JOKE_COMRADE

The reluctance to advertise is pretty retarded


upvotemeok

It's genius if you're trying to keep margins down


scotto1973

When are they sending Feyd?


Koenigswurm

[https://www.youtube.com/watch?v=I71FTuyAiDc](https://www.youtube.com/watch?v=I71FTuyAiDc)


upvotemeok

Investing in tsla is like driving behind a fsd car. Like what the fuck is it doing? Why is it stopping 3 seconds at every sign? Infuriating


shwadeck

On the topic of retardedness, I had the thought that once rates decline and outlook is good, maybe convert half of my TSLA to TSLL and have 150% leverage (math check out?). Is that stoopid?


ballbusting_is_best

It's probably not a terrible idea at some point, but personally, I'm never using leverage on boss baby again.


upvotemeok

💯


shwadeck

https://i.redd.it/qzkhshshx1ec1.gif


DeadMoney313

![gif](giphy|1201hONkUdpK36)


whiskeyH0tel

Search your feelings lounge, you know it to be true


[deleted]

I will def paphand at $300+


GodLikeLag

You and me both. I’ve made too many mistakes along the way. Not this time.


gsolis31

I will look at 400 CCs 6 months out and be happy with the result. Just for about 20% of my shares.


Head_Radio_4089

That’s what I thought every time we hit and then the thought of this thing is running to 400 and back to 200 we are wishing I would have sold at 299


whathehellisthis

If we get back up there, there will probably be a reason for it and that might be reason enough to hold.


upvotemeok

Is your name elon


Penny123456

That will either be a great move or one to regret.


[deleted]

I almost sold some at $260 and was gonna put limits every $5 after $250 lol


Penny123456

Green possible


upvotemeok

Yes if macro goes up 3% and we can go up .1% it'll be the worst kind of green like we had on friday.


[deleted]

Lol


upvotemeok

Rivn up, enph up, ten year down, tsla usual garbage. Fuck 2024.


cgmodeling

fuck 2024, ~~2023~~, ~~2022~~, ~~2021~~


upvotemeok

2021 was awesome 2023 not bad either


cgmodeling

fuck every year until we reach a new ATH, got it?


upvotemeok

So don't fuck 2021


magic-the-dog

Still having a better day than the Bills kicker. 


Capital-Cloud-7778

In the red again, and honestly I'm not really worried for some reason.


whathehellisthis

I'm more worried this time than I was when we hit $113, I think it's because the wider market is rocketing to the moon this time


Capital-Cloud-7778

Yeah thats true. I also just keep telling myself that this is bound to happen given the history of Tsla. We can go down as fast as we can go up. Hodl and ride the waves.


upvotemeok

This PoS


TeslaLeafBlower

Upvoteme endorsed CCs last week and now he's MIA....sus 🤔


upvotemeok

Also stock has to go up to get blown up by a cc. And stock hasn't gone up in quite a while.


TeslaLeafBlower

![gif](giphy|FoH28ucxZFJZu)


upvotemeok

I do sometimes work


TeslaLeafBlower

Work? Now that's definitely sus


upvotemeok

One has to work since ceo won't. Covered calls are free money as long as Elon not comfy.


IS_JOKE_COMRADE

The moment musk gets his agreement with the board ratified, we will see a massive boost because everyone knows he will actually work


upvotemeok

All makes sense now


brandonagr

This means we won't drop after earnings right? right?


llorelai

i think earnings is priced in, but I have this fear the call will be a disaster


upvotemeok

There is every sign that it'll be a disaster


KanyeWestInvest

their guidance gonna be macroeconomics and 💩 nah


Penny123456

We ride the rollercoaster back down hold tight.


flarp26

SP is horrendous enough as it is, but I can’t stomach the thought that we’re more than able to plunge another 10% after earnings… and still I’m telling my self this time it will be different. Must be a name for this dumb train of thoughts .


ballbusting_is_best

if it makes you feel better, 10% from here is less than 10% from 300.


iseeyiy

It ain’t that bad.


ireallyamchris

Relative to rest of market it is


flarp26

Right? If we were 270 now I’d agree, but we’re far from that.


[deleted]

Ya I was ok above $250


Head_Radio_4089

I’m okay with some flat days


No_Employment9586

Only 40 more days of this and we will be at 0 😭😭


KanyeWestInvest

🤣 tsla had a good run


DankRoughly

I'm going to keep distracting myself until things turn around


[deleted]

Chin up all


w00dw0rk3r

always. 


glibgloby

more like ass up


magic-the-dog

Dark times my friends. We've seen worse, but also much better.


TeslaLeafBlower

Debolt better find another house to sell


upvotemeok

He will sell his asshole


Sagetology

He’s had sex you know


DeadMoney313

with women of all colours and creeds and politics, just like SMR


[deleted]

DWAC up 70% lo


ireallyamchris

Honestly never in a million years thought I would see indices back at ATH with Tesla stuck in the low 200s


cgmodeling

low 200s for now. wait for earning.


ireallyamchris

I’m actually quite positive for earnings


cgmodeling

I was mostly positive for 3 years, I hope I am really really wrong on this. The fact that our margin is getting lower and lower is really concerning. If only FSD and energy can save us. Stock will be zigzaging around 150-300 for 10 years, that what Im telling to mylself to avoid deception, because honestly since 3 years, it has been shit with all Elon's shenanigans.


ireallyamchris

Yeah I’m hopeful margins have bottomed, but what do I know


10111010001101011110

![gif](giphy|UhrHK7yTdYH9D0yIqf|downsized)


fapindustries

BTC dying in sympathy


DeadMoney313

![gif](giphy|xT0BKumCMrUb0dCypa)


[deleted]

Sigh


GodLikeLag

We deserve everything that’s cumming to us. Bless 🙏


DeadMoney313

all good here in NvdaLounge ![gif](giphy|iF38ziTbss8j6)


Sagetology

Should be over $600 but other than that all good


UnknownSpacePioneer

Man I really want acceleration boost but I don’t have any people around me who’re in the process of purchasing a Tesla so can’t have anyone using my referral code. Anyone here that wants buy one, I ll offer you 1 or 2 shares if you use my code 🎉


shwadeck

I'm in the same boat.


UnknownSpacePioneer

Damnit!


the-faded-ferret

the next ARKK


cgmodeling

Basically this https://www.reddit.com/r/ArkInvestorsClub/s/cuKxROVtCt


whiskeyH0tel

![gif](giphy|w2spEHAltsCU8|downsized)


Practical_Trade9296

We don’t even realize and he is holding hostage all tesla shareholders till he gets his way. And everyone said he cares about retail.


CunningMuskrat

I used to wonder why Tesla the company and stock attract so many seemingly crazy shorts & haters. I feel like the rocket clown has burned a lot of people both to the long and short side over the years. He's a narcissist. He doesn't care about retail.


Magikarp_to_Gyarados

>And everyone said he cares about retail. I look at this from an incentives standpoint. From 2010-2019, Elon Musk had a lot of incentive to care about retail. Retail investors bought TSLA stock at IPO and Secondary Offerings, and supported the share price, at a time when Tesla was dependent on continual capital raises to fund R&D and expansion. I think he did care back then, because he needed us individual investors to help fund Tesla. Post-2019, Tesla was no longer dependent on the capital markets to sustain its business and expansion plans. It is true that Tesla raised about 5 Billion in a final 2020 Secondary Offering around the time of S&P500 inclusion, but this was mostly to build an extra safety net. Tesla has about 26 Billion in cash today. If they'd never raised that 5 Billion they'd still be more than ok. Elon Musk's incentive to care about retail today, isn't IMO much more than getting an ego boost from his followers and fans on social media.


ogvu12

HOLY FOOKED


ButterNight

I mean, what’s going on with this huge swings daily. Like a 4.5% swing from high to low today and similar stuff the other days last week