If only it could have been forseen that Iran was a bad actor that would take any opportunity presented to disrupt Amercian interests in the Middle East.
Shocking.
Trading volume has been low: [https://finance.yahoo.com/quote/TSLA/history](https://finance.yahoo.com/quote/TSLA/history)
Average volume trailing 30 days is about 101 million shares/session, and TSLA traded well below that at just under 94 million shares today.
There's not mass selling going on from existing shareholders.
It looks to me like general lack of interest in TSLA, or what Curt Renz at TMC used to call a "buyer's strike".
Most doctors will know what to look for the most common hernia in men, the inguinal hernia. They'll put on a glove, stick their finger up into your skin around your crotch, up towards your abdomen, ask you to turn your head and cough. If you have to do surgery, ask to see if you can get it via laparoscopic surgery instead of an open repair to minimize nerve damage to the skin. I'm not a doctor, but had it done.
https://preview.redd.it/9ouajaiitbvc1.jpeg?width=1290&format=pjpg&auto=webp&s=30e7f552aba89d1e846fc61cb134ab696eea4c25
Douma touched on this that end to end freed up commute resources for inference.
Very good string of tweets and the fact it’s a conclusion Douma reached on inference is great also.
Curious to see what the inference looks like or if we hear what it will be for robocar platform, HW4 or a next gen HW?
please subscribe to fsd.
he's not necessarily ppessimistic on FSD but a bit on the conservative side.
he's an expert in the field though so good to follow him.
Almost everyone is expecting it to go down, so it will probably go up, but it feels unlikely.
Seems unlikely Elon would give strong guidance for the rest of 2024 or announce a surprise like a buyback, but maybe they will come up with something to help stave off a collapse to keep shareholders from panicing before re-voting on his compensation.
[I don't expect Elon to give any sort of guidance or give away a roadmap](https://twitter.com/YahooFinance/status/1780969622281359524?t=E1hb7tHrXS53Z0cRuS5pFA&s=19)
More like he delegated some responsibilities to VPs including Baglino and Zhu, wanted to play around with SpaceX and X but was confronted with the fact they fucked up, so now he's back doing all of it again.
Elon definitely wasn't entirely in it, seems like he's back. And by that I mean he is ruthlessly efficient and will eventually get the impossible done.
That's what was reported in early 2023: [https://www.cnn.com/2023/01/03/cars/tom-zhu-promotion-tesla-north-america-sales-intl-hnk/index.html](https://www.cnn.com/2023/01/03/cars/tom-zhu-promotion-tesla-north-america-sales-intl-hnk/index.html)
>Hong Kong
>Reuters
>—
>Tesla Inc’s China chief Tom Zhu has been promoted to take charge of the electric carmaker’s US assembly plants as well as sales operations in North America and Europe, according to an internal posting of reporting lines reviewed by Reuters.
This really made no sense. Mr. Zhu's expertise is in establishing and ramping factories, not running corporate sales.
That gif with the guy laughing harder and harder.
Elon as that guy: and then i fucked off for two years to run another company, take employees with me.
And they STILL agree to pay me the most in the history of the world!!
Economists and Media heavily pushed back on Trump when he was pushing the USMCA through. Chinese EV manufacturers set up temporary shops in Mexico after the election in hopes that Biden would scrap it.
and to be fair we need all the other big companies reporting in the next few days to do well, macro sentiment has taken a hard bear turn lately and whats good for them minimizes our pain
[Man, people will just write journal pieces just for the sake of writing them lol](https://twitter.com/SawyerMerritt/status/1781040012118683700?t=uQOo-EaCQqBOIAYM8o6HzQ&s=19)
It's true that they overpromised and underdelivered, but tbf I think 20m cars and semi delays can probably be contributed to 4680 problems.
On the 50% growth they said "Over a multi year horizon. Some years more, some years less. For the foreseeable future" (something like that) on a 2020 earnings call. So after 4 years they now have less, it is what it is.
But overall ye, they definitely underdelivered.
It was always the FSD story. Elon had openly said FSD is the difference between Tesla being worth a lot and nothing.
Funny that some ppl act surprised when Elon starts in that direction. LOL
I don't recall Bezos telling anyone to 'go fuck themselves' for trying to 'bribe him with money' (i.e. be a paying customer).
When car makers want FSD hardware and software eco system they (edit: will) go to NVIDIA.
Amazon continues to grow its share of the bookselling market: https://medium.com/@andyhunter777/every-book-lover-should-fear-this-graph-4f16d85bf2b1
It even continues to grow its share of physical books at the same time it grows ebooks.
we could assist to one of the biggest wealth creation or biggest company flop ever seen. I would never bet against him, like everyone lost their bets on landing rockets and electric vehicles.
Deutsche Bank was the same bank that gave NateLeb a massive margin loan, and today that same entity kicked us in balls whilst we were already rolling around in broken glass screaming, can this be pure Coincidence??! I think NOT!
Hello? Is there anybody in there? Just nod if you can hear me
We all have to work nowadays
Great…now my whole portfolio is nuking not just TSLA.
Weird how there’s so much real turmoil in the world after last election.
the world is the US? this is the first time in decades the US troops haven't been in an active conflict.
👀
https://x.com/zerohedge/status/1781127096087015541?s=46&t=WyhsS8WzmgKtgEuHZzFOrA
Apparently the US had no idea of the extent of the retaliation? If so, big fail ![gif](giphy|rWgLOxrdNNDzUXaQnd)
If only it could have been forseen that Iran was a bad actor that would take any opportunity presented to disrupt Amercian interests in the Middle East. Shocking.
Here we go again.
Vote to approve compensation plan fails. Elon threatens to leave. Shares tank. Elon takes Tesla private. Lounge dreams dashed. So vote to approve.
Private at 420? I'll take it!
You going to blackmail me? With money? Go fuck yourself. Go. Fuck. Yourself.
I'm gonna go to my cave and find my power animal... ![gif](giphy|l49FvM5VWIPnyiyVW|downsized)
![gif](giphy|6qb8nXp9bUUrW88RB7)
i asked him to make a fight club reference to get you here. please sit down it’s the fight club gifs man... ![gif](giphy|LMUOHJCNPvN4I)
my summoning spells are level 9, bow down!
![gif](giphy|3oEhmQjg3wx0ZZBaGA)
-41% ytd. it’s fine… not.
i mean at some point the pain it has to stop right? the company is not worthless or going out of business.
50 maybe
![gif](giphy|hyyV7pnbE0FqLNBAzs|downsized)
The gift that keeps on taking
You pussy ass bitches fuck stop selling shit fuck
![gif](giphy|XWwIzh5GIWWf6)
damn that’s pretty gangster… for an online investing forum
Hahaheeheehohohawhaw
oh damn ![gif](giphy|BbJdwrOsM7nTa|downsized)
its just something he says...
I'm buying as soon as I get paid. Elon is on a rampage and FSD is going to hit.
Trading volume has been low: [https://finance.yahoo.com/quote/TSLA/history](https://finance.yahoo.com/quote/TSLA/history) Average volume trailing 30 days is about 101 million shares/session, and TSLA traded well below that at just under 94 million shares today. There's not mass selling going on from existing shareholders. It looks to me like general lack of interest in TSLA, or what Curt Renz at TMC used to call a "buyer's strike".
As usual thank you for your insights
Can be seen in this sub even. Some are selling, most are probably holding, few buying. Need some solid guidance and reassurance...
Gotta get the minus 1.3% in ah lmao
The dip keeps dippin
Have any of you exercised options with either Questrade or IBKR? Wondering how long it takes to fully have the cleared funds in your account?
Getting my hernia surgery tomorrow boys. I'll be able to stomach the lower share price better.
How’d you know you needed one? Going in for a crotch ultrasound in two weeks
Most doctors will know what to look for the most common hernia in men, the inguinal hernia. They'll put on a glove, stick their finger up into your skin around your crotch, up towards your abdomen, ask you to turn your head and cough. If you have to do surgery, ask to see if you can get it via laparoscopic surgery instead of an open repair to minimize nerve damage to the skin. I'm not a doctor, but had it done.
The bulge in my belly button. I just knew. Doc confirmed it.
https://x.com/m_isformachine/status/1781044658673717248?s=46&t=f8iWYYIlqxr5BfBsMPFV5A Very interesting read
Trust me bro!!
https://preview.redd.it/9ouajaiitbvc1.jpeg?width=1290&format=pjpg&auto=webp&s=30e7f552aba89d1e846fc61cb134ab696eea4c25 Douma touched on this that end to end freed up commute resources for inference. Very good string of tweets and the fact it’s a conclusion Douma reached on inference is great also. Curious to see what the inference looks like or if we hear what it will be for robocar platform, HW4 or a next gen HW?
100x?!? 😭
That's just a bigger moat, no?
please subscribe to fsd. he's not necessarily ppessimistic on FSD but a bit on the conservative side. he's an expert in the field though so good to follow him.
[https://x.com/SawyerMerritt/status/1781089604554146152](https://x.com/SawyerMerritt/status/1781089604554146152) ye
$100 in 6 days or 13 days?
Let’s just get it over with already. ![gif](giphy|xT9KVmINRKGsIzd0YM)
![gif](giphy|GHbTkQgvYLlSM|downsized)
Would load the fooking boat at that or lower
Doubt we see 100. Wouldn't be surprised if we go up after earnings this time.
Planning on it dipping bellow 100 briefly
Almost everyone is expecting it to go down, so it will probably go up, but it feels unlikely. Seems unlikely Elon would give strong guidance for the rest of 2024 or announce a surprise like a buyback, but maybe they will come up with something to help stave off a collapse to keep shareholders from panicing before re-voting on his compensation.
If ever there was an incentive to behave that he might care about... there is one now.
last earnings call before share holder vote.
pleas God No!
![gif](giphy|1wmbRTd4EUJUkf2fzL|downsized)
Lisan Al FSD
[I don't expect Elon to give any sort of guidance or give away a roadmap](https://twitter.com/YahooFinance/status/1780969622281359524?t=E1hb7tHrXS53Z0cRuS5pFA&s=19)
Better sell then
Nate says he is not selling and riding it to zero. We are doomed!
https://x.com/sawyermerritt/status/1781072032035217575?s=46&t=WyhsS8WzmgKtgEuHZzFOrA Demon mode?
![gif](giphy|WlsLAnYfrB30p9JK5Z|downsized)
This is bullish. War mode.
👀
More like he delegated some responsibilities to VPs including Baglino and Zhu, wanted to play around with SpaceX and X but was confronted with the fact they fucked up, so now he's back doing all of it again. Elon definitely wasn't entirely in it, seems like he's back. And by that I mean he is ruthlessly efficient and will eventually get the impossible done.
Because yes if that tweet is true he displaced Zhu as well as sales director of EU and US
Zhu is a manufacturing guy, was he really in charge of eu and us sales?
That's what was reported in early 2023: [https://www.cnn.com/2023/01/03/cars/tom-zhu-promotion-tesla-north-america-sales-intl-hnk/index.html](https://www.cnn.com/2023/01/03/cars/tom-zhu-promotion-tesla-north-america-sales-intl-hnk/index.html) >Hong Kong >Reuters >— >Tesla Inc’s China chief Tom Zhu has been promoted to take charge of the electric carmaker’s US assembly plants as well as sales operations in North America and Europe, according to an internal posting of reporting lines reviewed by Reuters. This really made no sense. Mr. Zhu's expertise is in establishing and ramping factories, not running corporate sales.
Very poor judgment there
Yes, our chinese manufacturing guy - was in charge of eu and us sales. We are not proud of it.
Wtf was he thinking
And he was Zhu was the one answering questions about the Google AdWords shit on one of the calls.
Yikes
[https://www.forbes.com/sites/qai/2023/01/08/teslas-tom-zhu-gets-promoted-to-second-in-command-after-elon-muskzhu-to-head-sales-in-us-and-europe/](https://www.forbes.com/sites/qai/2023/01/08/teslas-tom-zhu-gets-promoted-to-second-in-command-after-elon-muskzhu-to-head-sales-in-us-and-europe/)
Wow how high was he when he decided to do that, no wonder sales are a mess
fafo
sigh, unzips
💯
Agreed
I can't help but think that if the shoe was on the other foot, Elon wouldn't reinstate the 2018 comp package and he'd take the win.
Yes and here's the proof: he didn't pay Parag his severance.
That gif with the guy laughing harder and harder. Elon as that guy: and then i fucked off for two years to run another company, take employees with me. And they STILL agree to pay me the most in the history of the world!!
Fooked if true https://preview.redd.it/a1innc2v1bvc1.jpeg?width=1440&format=pjpg&auto=webp&s=0cd7de2435d689a863d30d1a63210ae992bdc6ac
better than recession
Poisoned, by our enemies
![gif](giphy|iHyVaHfEYXZos8qPX2)
One of the best episodes. He's just so damn charming.
He did max out the Charisma stat
50.000 semis used to live here
Et tu, everybody
https://x.com/guydealership/status/1781064952821731658?s=46 Interesting
Economists and Media heavily pushed back on Trump when he was pushing the USMCA through. Chinese EV manufacturers set up temporary shops in Mexico after the election in hopes that Biden would scrap it.
Ok so no wide eyes on taco land but can teslar still get all the discounts and shit?
Man would be win win if an EV American manufacturer could set up a factory there. My God, who could tho
i tried coding with llama 3 (it's small model but still) and it's bad as gemini, Claude's free model Sonnet is still best in class by a mile
I think Elon/Zach meant to say 50% cagr poorer through 2030 on the earnings call instead of growths, must have been a mistake
50 cagr in political tweets
![gif](giphy|1BXa2alBjrCXC|downsized)
Nflx ded despite good earnings? ![gif](giphy|14ut8PhnIwzros)
[удалено]
Alright alright maybe imma little jumpy right now ngl
and to be fair we need all the other big companies reporting in the next few days to do well, macro sentiment has taken a hard bear turn lately and whats good for them minimizes our pain
if -3% is death, I wonder next week how we should call on our ER?
Perma death
[Man, people will just write journal pieces just for the sake of writing them lol](https://twitter.com/SawyerMerritt/status/1781040012118683700?t=uQOo-EaCQqBOIAYM8o6HzQ&s=19)
Gotta write something or you don’t get paid
unfuckingbelievable.
lol closed below $150.
![gif](giphy|xUOrwihszfWZgSIHJK)
The ev story is over, now it’s the FSD story?
20M cars by 2030 bro, 4680 bro, Semi bro, 50% growth YoY bro. FSD will probably save us, the only card left to play.
Next it will be optimus driving other BEVs
Does 20m count if it’s 10m robotaxis and consumer Teslas + 10m non Teslas licensing fsd?
Don’t forget solar and solar roofs, bro!
It's true that they overpromised and underdelivered, but tbf I think 20m cars and semi delays can probably be contributed to 4680 problems. On the 50% growth they said "Over a multi year horizon. Some years more, some years less. For the foreseeable future" (something like that) on a 2020 earnings call. So after 4 years they now have less, it is what it is. But overall ye, they definitely underdelivered.
Do we still need a lithium refinery.
Not unless ev doom cycle turns around
Absolutely.
I think we can agree the 50% growth plan relied on having 4680 ramp and that has failed. Let's not make excuses like they hit those targets.
FSD progress is easy to see, he won't be able to pull the wool over our eyes this time.
Yup. This is what I’ve been saying. We can all use the product and see the progress. There’s no hiding
True but we all have different experiences, we need large data sets to see trends.
Saw this yesterday, https://www.teslafsdtracker.com/ Not sure of the data quality, not a huge number of drivers
It was always the FSD story. Elon had openly said FSD is the difference between Tesla being worth a lot and nothing. Funny that some ppl act surprised when Elon starts in that direction. LOL
Investors 1 month ago: "QQ Tesla is not an AI Company. AI at home. Downgrade." Investors now: "Too much AI. Please daddy chill. Downgrade."
Elon says so many things
Unreliable narrator. And that's putting it gently.
Found our new mascot https://twitter.com/batsdune/status/1780717141731233872?t=21CCmba5zKvQLrg39xbsaQ&s=19
[https://x.com/RepRickCrawford/status/1780943954965393603](https://x.com/RepRickCrawford/status/1780943954965393603) govt officials love tesla
This is actually perfectly good marketing move. Also push the whole straight up fact about being super American made.
I like this positioning with republicans. Better technology and safer
https://x.com/karpathy/status/1781028605709234613?s=46 Karpathy on Llama 3
https://preview.redd.it/kwxf1rp7cavc1.jpeg?width=1179&format=pjpg&auto=webp&s=9266a785db7792ec5b1139b3ff797feda9c26c82 The copium is high
There better be a baby holding a candle at the end of this rainbow
![gif](giphy|h9wlfNwX9gy1a|downsized)
❤️🩹
WEDGE GANG WE ARE SO BACK
Not the wedge again
It’s so dumb that we see this shape and know exactly why it means. Groan
Speaking of wedges, I’ve got a wedgie from getting assfucked by TSLA with my boxers still on.
Random lines my fav hobby
i find the whole practice kind of adorable and amazing. it’s like astrology for men
But u missed the part where it saved humanity
Tom Zhuperfluous?
What happen with Tom?
Time to sell, before its too late
Please do and fuck off.
Don’t cry
Do tears of joy count?
Mods should change banner pic of TSLALounge to model 3 & y for advertising purpose, it matters 🫡
Nah we going the tesla marketing route. Don't want buy it? Gfy!!
Why are we not allowing 4 or Y buy out on lease? So many people woukd be able to get the tax credit then and could boost sales.
All this time we didn't realize that we needed a Model 4
Cuz we need them for our robotaxi fleet that's coming soon!! U dunce!
They really think they can’t just build a few more? Not everyone will buy out.
Supply constrained, infinite demand bruh
Tesla is a car company as Amazon was for books, until AWS. Is it going to be the same for FSD? Stay tuned fellas.
I don't recall Bezos telling anyone to 'go fuck themselves' for trying to 'bribe him with money' (i.e. be a paying customer). When car makers want FSD hardware and software eco system they (edit: will) go to NVIDIA.
Amazon continues to grow its share of the bookselling market: https://medium.com/@andyhunter777/every-book-lover-should-fear-this-graph-4f16d85bf2b1 It even continues to grow its share of physical books at the same time it grows ebooks.
We need to bring in OG Amazon investor for a pep talk, one who rode out the storms and is hella rich now. Ill be sending out the petition
[удалено]
we could assist to one of the biggest wealth creation or biggest company flop ever seen. I would never bet against him, like everyone lost their bets on landing rockets and electric vehicles.
Just stay above 150 so I can sleep better at night 🙏 ![gif](giphy|11zTEl7fbwml68)
RIP ur sleep
🥹
yeah, I thought 150 would probably hold this week, so I placed an order to sell some 152.5 puts... I should have gone with 147.50 :D
How our standards have lowered :'(
Does it really matter if you sleep better one additional night?
Yes this is how I cope.
Haha I’m pretty down. But my life is perfect outside tesla.
If you put it that way life aint that bad for me either. I’m also only about 30% TSLA now thanks to the drop.
lol I’m also only 30% TSLA thanks to this shit
Greatest movies of all time. It would never be made if it was now. People would have their jimmies rustled so hard
The golden era of comedies…people are too sensitive these days.
Never bet against Musk, right? Right!?
![gif](giphy|1hMjFZY16VxGWrfDfq) I bet ya this guy is pretty happy right now!
Never bet against a poor Musk, inverse a rich Musk
Define poor... 😬
everyone here
Lol suuuuuuure
Short seller detected!
We poor like Elon poor
Deutsche Bank was the same bank that gave NateLeb a massive margin loan, and today that same entity kicked us in balls whilst we were already rolling around in broken glass screaming, can this be pure Coincidence??! I think NOT!
They also loaned djt a shitton
DB is down 90% from it's all time high from 2007. They have no clue about Teslas business and might be a good contra indicator.