Is $TSLA a buy here?

[Anonymous]

Anonymous wrote:Wow, down another 15% today. Now down 55% from the all-time high.

Even if you're a hater, at a certain price, this has to be a buy. This is a Mag 7 company.

Remember in 2022 when Meta dropped 76% to $90/share? It hit $740/share less than a month ago. Yes, they're different companies and blah, blah, blah, but come on.

Meta was and is a real company with real revenue and profits. Zuck actually gets over $800M/year in dividends from that company. How much real money does Elon get from Tesla?

[Anonymous]

Having said that ^^, it will go down a bit more, maybe to the mid-100s, before bouncing back and ripping higher. The spin will begin tomorrow.

[Anonymous]

Anonymous wrote:OP what makes you think Republicans will buy a $50k Tesla instead of a $60k Dodge Ram?

+1

The Southern Evangelical Republicans buy Ford F-150s and the Rich Catholic Private School Republicans buy black Chevy Suburbans.

[Anonymous]

Anonymous wrote:I don't like Trump or Musk but I can set those feelings aside. Are you able to set aside your love for them? Liberals buy electric cars. Liberals like me do not like Musk. Conservatives have made hating electric cars prat of their personalities. Who is going to buy a Tesla? Why do you think there's any upside at all?

OP you’re a fool if you buy it. The brand is done, cooked. It was a crappy car anyway. It’s not coming back as a viable car brand anywhere in the world.

[Anonymous]

[img]

Anonymous wrote:

Anonymous wrote:Wow, down another 15% today. Now down 55% from the all-time high.

Even if you're a hater, at a certain price, this has to be a buy. This is a Mag 7 company.

Remember in 2022 when Meta dropped 76% to $90/share? It hit $740/share less than a month ago. Yes, they're different companies and blah, blah, blah, but come on.

Meta was and is a real company with real revenue and profits. Zuck actually gets over $800M/year in dividends from that company. How much real money does Elon get from Tesla?

PE ratio today is still only in the 20s. TSLA is still 66.

[Anonymous]

Anonymous wrote:[img]

Anonymous wrote:

Anonymous wrote:Wow, down another 15% today. Now down 55% from the all-time high.

Even if you're a hater, at a certain price, this has to be a buy. This is a Mag 7 company.

Remember in 2022 when Meta dropped 76% to $90/share? It hit $740/share less than a month ago. Yes, they're different companies and blah, blah, blah, but come on.

Meta was and is a real company with real revenue and profits. Zuck actually gets over $800M/year in dividends from that company. How much real money does Elon get from Tesla?

PE ratio today is still only in the 20s. TSLA is still 66.

And they made 1/3 of their profits from carbon credits which Trump is abolishing.

https://www.axios.com/2025/01/09/tesla-clean-credits-trump

[Anonymous]

The "Tesla are junk" statements are great. At least 80% were owned by Liberals until this year. Elon was a God to that side for years.

[Anonymous]

Anonymous wrote:The "Tesla are junk" statements are great. At least 80% were owned by Liberals until this year. Elon was a God to that side for years.

It was the first mass market EV and that’s pretty impressive but it’s always had quality issues and the rest of the market has caught up. Zero reason to buy one today.

It’s almost comical how the Tesla board has let this happen. They literally paid him more money than anyone in history on the theory only he could run the company and it turns out Musk running the company is at least much a liability as a benefit.

[Anonymous]

Anonymous wrote:The "Tesla are junk" statements are great. At least 80% were owned by Liberals until this year. Elon was a God to that side for years.

At least liberals are smart enough to realize when they’ve been sold a bill of goods. Unlike the MAGA lemmings solidly marching towards the cliff.

[Anonymous]

Tesla is in a tail spin.
Stock will retreat to below $100. The fundamentals aren’t there.
Musk’s stewardship and his board will be a case study in every B school.
The stories that will come out on the folks shorting the stock will be interesting.

[Anonymous]

Anonymous wrote:Tesla is in a tail spin.
Stock will retreat to below $100. The fundamentals aren’t there.
Musk’s stewardship and his board will be a case study in every B school.
The stories that will come out on the folks shorting the stock will be interesting.

Their AI side has failed and the Auto driving is not even in testing. Waymo has already 200,000 rides.

[Anonymous]

Anonymous wrote:

Anonymous wrote:The "Tesla are junk" statements are great. At least 80% were owned by Liberals until this year. Elon was a God to that side for years.

It was the first mass market EV and that’s pretty impressive but it’s always had quality issues and the rest of the market has caught up. Zero reason to buy one today.

It’s almost comical how the Tesla board has let this happen. They literally paid him more money than anyone in history on the theory only he could run the company and it turns out Musk running the company is at least much a liability as a benefit.

I owned a 2019 Tesla, 2023 BMW i4, 2024 Rivian, 2024 Lucid, and a new Polestar. The Teslas are still way ahead of all the other evs. I don't see many quality issues. I hate to tell you, but the Tesla is still way ahead. I think the issue is that they were built too good because i have no reason to buy a new one at this time with over-the-air software upgrades

[Anonymous]

Anonymous wrote:

Anonymous wrote:Wow, down another 15% today. Now down 55% from the all-time high.

Even if you're a hater, at a certain price, this has to be a buy. This is a Mag 7 company.

Remember in 2022 when Meta dropped 76% to $90/share? It hit $740/share less than a month ago. Yes, they're different companies and blah, blah, blah, but come on.

That drop in Meta was caused by what’s her name leaving the company and selling all her shares.

This is very, very different. The brand is permanently tainted and was never worth even the current price, it’s a meme stock.

OP here. Nice attempt at rewriting history. Meta’s dramatic fall was caused by its failed foray into the metaverse (remember the entire name of the company was changed for this?). This was supposedly a last-gasp pivot since Facebook was irrelevant and only used by old people.

Sandberg’s departure only mattered to the extent it was viewed as her jumping out of a sinking ship - Fortune 100 companies don’t drop by 76% just because there’s a change in the COO position, lol.

But the thing is that companies of that size have huge advantages, and Meta was able to bounce back. Companies that size basically only fail when their products/business model are rendered obsolete by technological changes. That is not the problem with Tesla—and likely never will be, given that technology and innovation are Elon’s core skills.

No, the problem with Tesla is that a bunch of libs are butthurt that they have to produce value for the first time in their lives and can no longer collect six-figure paychecks for do-nothing WFH jobs. Sorry, but I don’t see that as a Tesla killer.

This thread has actually convinced me that I am going to take a fairly big position in $TSLA – I’m just deciding on position sizing and timing.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Tesla is in a tail spin.
Stock will retreat to below $100. The fundamentals aren’t there.
Musk’s stewardship and his board will be a case study in every B school.
The stories that will come out on the folks shorting the stock will be interesting.

Their AI side has failed and the Auto driving is not even in testing. Waymo has already 200,000 rides.

^This is the reason. I have a 2021 Model S and have been beta testing for several years since they opened to public beta testing. FSD V12 is terrible, once they went to single stack AI. It's unusable. It cant even maintain speed. Wife has a Y and we paid $10k for FSD and she has never turned it on. I'm a a software engineer and tech exec and I don't believe they are anywhere near close to Level 4 or 5, and not even close on Level 3 autonomy. They are valued as an AI tech stock but they are just a car company on the revenue, capex, and product line. People will expect their cars to self drive in the future. The what will their AI software be worth? If they can even get it to the point regular people trust using it, which is LONG, LONG way off. - A guy with over 40,000 FSD miles experiece

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Wow, down another 15% today. Now down 55% from the all-time high.

Even if you're a hater, at a certain price, this has to be a buy. This is a Mag 7 company.

Remember in 2022 when Meta dropped 76% to $90/share? It hit $740/share less than a month ago. Yes, they're different companies and blah, blah, blah, but come on.

That drop in Meta was caused by what’s her name leaving the company and selling all her shares.

This is very, very different. The brand is permanently tainted and was never worth even the current price, it’s a meme stock.

OP here. Nice attempt at rewriting history. Meta’s dramatic fall was caused by its failed foray into the metaverse (remember the entire name of the company was changed for this?). This was supposedly a last-gasp pivot since Facebook was irrelevant and only used by old people.

Sandberg’s departure only mattered to the extent it was viewed as her jumping out of a sinking ship - Fortune 100 companies don’t drop by 76% just because there’s a change in the COO position, lol.

But the thing is that companies of that size have huge advantages, and Meta was able to bounce back. Companies that size basically only fail when their products/business model are rendered obsolete by technological changes. That is not the problem with Tesla—and likely never will be, given that technology and innovation are Elon’s core skills.

No, the problem with Tesla is that a bunch of libs are butthurt that they have to produce value for the first time in their lives and can no longer collect six-figure paychecks for do-nothing WFH jobs. Sorry, but I don’t see that as a Tesla killer.

This thread has actually convinced me that I am going to take a fairly big position in $TSLA – I’m just deciding on position sizing and timing.

Maybe. But that was the customer base. They have to find new customers or they will fail. Unfortunately conservatives have made hating EVs part of their core identity.