Tesla stock

[Anonymous]

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Anonymous wrote:Tesla will never be that valuable again. It has no moat and too many competitors now

Tesla has a moat. It is called the Tesla supercharger network. If you use precondition the battery during long road trips it is significantly quicker and more reliable than any other network in USA and Canada. Some of the newer cars can charge faster that’s a Tesla on a roadtrip but the competing Electrify America charger network is not nearly as reliable.

I don’t think it’s much of a moat. 99.2 percent of US daily car trips are under 100 miles. There are very few long trips and very few of the people who make them choose to drive EVs and of that set fewer are buying Teslas. Sell.

Very true. We've had a Tesla for 3 years now and I think we've used a public charger 3 times. It is true that we don't usually use the Tesla for longer trips because it's kind of a pain to recharge on the way. It's our commuter car.

That's exactly my fear! Unless battery technology gets way more efficient so i can go from here to, say, Chicago in one charge, EVs will continue to be glorified, expensive golf carts.

While I agree that batteries need to get better before mass adoption, DC to Chicago is a ridiculous standard. No ICE car can go anywhere near that far on a tank, and very few people would do it without stopping for bathroom and meal breaks. I think something like 400 mile range will be enough. That gets you 5-6 hours of driving at highway speeds, which is what most people will do without stopping anyway. There are a few EVs out there already that can do this, but most are stuck somewhere in the 200-250 range. That makes them great for commuting to work, running errands, etc., but not great for long trips.

I think that 600-700 mile range would be ideal as the range drops by as much as 50% during very cold weather.

This. What the PP described (200-250 range; running errands, etc.) is a glorified golf cart. For 20K? I'll buy one of those. For $50K+, no f'in way!

[Anonymous]

Anonymous wrote:We road trip in our Tesla and it is really not hard. The East Coast is already very easy to charge on and even the South (South Carolina) is getting to be better. We can get from DC to North Carolina on one charge and then to mid-South Carolina so that we only have to stop once. We eat lunch, which we would do anyway on a 500 mile trip. The cold poster overestimates the loss of charge in cold weather by a lot (in fact we did that trip as the cold weather was rolling in before Xmas). Tesla is our only car, so have to use if for road trips and once you get the hang of it, it really is a small negative. Sometimes when we are on the Jersey turnpike we can do our charge before we get done with our lunch stop and get to skip the ridiculous gas lines there!

Tesla just got fined in South Korea for exaggerating miles range.
https://www.cnbc.com/2023/01/03/south-korea-fines-tesla-for-allegedly-exaggerating-driving-range-of-evs.html

[Anonymous]

Anonymous wrote:We road trip in our Tesla and it is really not hard. The East Coast is already very easy to charge on and even the South (South Carolina) is getting to be better. We can get from DC to North Carolina on one charge and then to mid-South Carolina so that we only have to stop once. We eat lunch, which we would do anyway on a 500 mile trip. The cold poster overestimates the loss of charge in cold weather by a lot (in fact we did that trip as the cold weather was rolling in before Xmas). Tesla is our only car, so have to use if for road trips and once you get the hang of it, it really is a small negative. Sometimes when we are on the Jersey turnpike we can do our charge before we get done with our lunch stop and get to skip the ridiculous gas lines there!

so let’s say You do run out of charge. Can AAA bring you a battery to swap in like they bring a gallon of gas ? Or do you have to be towed at that point? Can 1 TSLA charge another TSLA?

[Anonymous]

I am not sure about AAA but I suspect as more people have electric cars that will be a thing. They already have devices to charge your regular battery so don’t see why they couldn’t have a similar device to put a few miles on an EV. But it would be very hard to actually run out of charge since the car tells you when you are cutting it close. In a pinch you can use an ordinary plug to charge.

[Anonymous]

It's going to be really interesting to see if all the Elon hate hurts Tesla over the next few quarters.

[Anonymous]

Anonymous wrote:It's going to be really interesting to see if all the Elon hate hurts Tesla over the next few quarters.

Generally, it's a bad idea to alienate large segments of the population while simultaneously selling a product that consumers closely identify with you

[Anonymous]

Anonymous wrote:It's going to be really interesting to see if all the Elon hate hurts Tesla over the next few quarters.

You don’t think that’s already happening?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Tesla will never be that valuable again. It has no moat and too many competitors now

Tesla has a moat. It is called the Tesla supercharger network. If you use precondition the battery during long road trips it is significantly quicker and more reliable than any other network in USA and Canada. Some of the newer cars can charge faster that’s a Tesla on a roadtrip but the competing Electrify America charger network is not nearly as reliable.

I don’t think it’s much of a moat. 99.2 percent of US daily car trips are under 100 miles. There are very few long trips and very few of the people who make them choose to drive EVs and of that set fewer are buying Teslas. Sell.

Very true. We've had a Tesla for 3 years now and I think we've used a public charger 3 times. It is true that we don't usually use the Tesla for longer trips because it's kind of a pain to recharge on the way. It's our commuter car.

That's exactly my fear! Unless battery technology gets way more efficient so i can go from here to, say, Chicago in one charge, EVs will continue to be glorified, expensive golf carts.

While I agree that batteries need to get better before mass adoption, DC to Chicago is a ridiculous standard. No ICE car can go anywhere near that far on a tank, and very few people would do it without stopping for bathroom and meal breaks. I think something like 400 mile range will be enough. That gets you 5-6 hours of driving at highway speeds, which is what most people will do without stopping anyway. There are a few EVs out there already that can do this, but most are stuck somewhere in the 200-250 range. That makes them great for commuting to work, running errands, etc., but not great for long trips.

I think that 600-700 mile range would be ideal as the range drops by as much as 50% during very cold weather.

The battery on my 2018 model 3 has lost about 35 miles range in the 4 years I've owned it.

This. What the PP described (200-250 range; running errands, etc.) is a glorified golf cart. For 20K? I'll buy one of those. For $50K+, no f'in way!

[Anonymous]

Anonymous wrote:I am not sure about AAA but I suspect as more people have electric cars that will be a thing. They already have devices to charge your regular battery so don’t see why they couldn’t have a similar device to put a few miles on an EV. But it would be very hard to actually run out of charge since the car tells you when you are cutting it close. In a pinch you can use an ordinary plug to charge.

People run out of gas and there are gas stations everywhere. Though I guess if you can use 120V outlet that works.

[Anonymous]

Anonymous wrote:

Anonymous wrote:It's going to be really interesting to see if all the Elon hate hurts Tesla over the next few quarters.

You don’t think that’s already happening?

I think it probably is, but only the sales numbers will confirm. Even then, Tesla and Elon will claim that sales are slowed by the economy, not his personality.

[Anonymous]

[Anonymous]

Anonymous wrote:"The stock dropping is not about the company fundamentals. It is due to stop losses being hit day after day and margin calls of big funds, which causes more stop losses being hit and more margins calls. Also because near end of year tax loss selling. All the buyers from the entire 2022 bought at $180 to $360. They can’t take any more losses and get out."

Tesla is offering $7500 discounts because of reduced demand
Tesla is laying off employees because of reduced expectations
Tesla faces sudden and formidable competition from the biggest car markers in the world.
In Europe VW and Audio already sell more electric cars than Europe.
Tesla's market share is dropping double digits year over year.

But it doesn't face any fundamental problems?

Adding that Tesla is also drastically cutting prices.

So much that recent buyers are really pissed off about it.

[Anonymous]

[Anonymous]

No Twitter car for me, thanks.

[Anonymous]

Good article in the WSJ last week about Telsa becoming just another car company. Tesla had the lead out of the gate with cool and cutting edge cars but the other companies aren't far behind with models that consumers want to see become EV's.

And then you factor the "Elon" factor and the Twitter nonsense. Multiple unforced errors on Musk's part.