Tesla stock

[Anonymous]

Anonymous wrote: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.

And if the stock is priced as a car company its worth $40. Right now its trending that direction the market prices it as a tech stock but has shown signs of not doing this in the future. Caveat emptor

[Anonymous]

Anonymous wrote: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.

Their big lead was supposed to be in autonomous, but that is gone. Mercedes is releasing full level 3 as soon as California signs off. The product is already available in Germany. Meanwhile FSD is perpetually in beta

[Anonymous]

[Anonymous]

About to get worse
“A Tesla video purporting to demonstrate the automaker's self-driving capabilities was actually staged, according to claims from a senior engineer at the company reported by Reuters.”
https://www.cbsnews.com/amp/news/tesla-autopilot-staged-engineer-says-company-faked-full-autopilot/#app

[Anonymous]

Hmmm. TSLA stock up 7% today. Price coming down on cars is good for sales apparently. People still want to drive a Tesla. Tesla is hiring.

[Anonymous]

Anonymous wrote:
Hmmm. TSLA stock up 7% today. Price coming down on cars is good for sales apparently. People still want to drive a Tesla. Tesla is hiring.

not so fast, this is an OPEX stock.. options expirations that were packed into swaps and forwards are settled this week. Monthly options expired Jan 20, settlement is over the next few days. Market is up as well giving TSLA a lift.

Compare TSLA to Apple, does APPL trade as a tech stock? Nope. Its a more mature company and has been way more profitable but it trades at 22X EPS. 138 a share. The bloated valuation of TSLA is currently trading at over 40X EPS. If it trends more like APPL and earnings don't double its worth $50-$70 a share

[Anonymous]

Anonymous wrote:

Anonymous wrote:
Hmmm. TSLA stock up 7% today. Price coming down on cars is good for sales apparently. People still want to drive a Tesla. Tesla is hiring.

not so fast, this is an OPEX stock.. options expirations that were packed into swaps and forwards are settled this week. Monthly options expired Jan 20, settlement is over the next few days. Market is up as well giving TSLA a lift.

Compare TSLA to Apple, does APPL trade as a tech stock? Nope. Its a more mature company and has been way more profitable but it trades at 22X EPS. 138 a share. The bloated valuation of TSLA is currently trading at over 40X EPS. If it trends more like APPL and earnings don't double its worth $50-$70 a share

^ this person has shorts on TSLA

[Anonymous]

Anonymous wrote:

An interesting article indeed.

I agree that Tesla should be priced as a car company, although at a better valuation since its margins are about double. I do think the price cuts were a very astute maneuver by Tesla. Musk has been alienating his buyer base and it looked like demand was softening, but a 10k cut on a Model Y will no doubt increase demand especially since it becomes eligible for another 7.5k from the feds. That in total is a gigantic price cut.

[Anonymous]

Glad I did not believe the BS here and picked up the stock towards the end of December for around $110.

[Anonymous]

Glad I did not believe the BS here and picked up the stock towards the end of December for around $110.

+1 Lots of people don't have a clue.

[Anonymous]

Anonymous wrote:

Glad I did not believe the BS here and picked up the stock towards the end of December for around $110.

+1 Lots of people don't have a clue.

Bought it long ago and so tired of people talking BS because some might believe them and miss out. I'm 100% in Tesla.
I need to find something else now.

[Anonymous]

Anonymous wrote:About to get worse
“A Tesla video purporting to demonstrate the automaker's self-driving capabilities was actually staged, according to claims from a senior engineer at the company reported by Reuters.”
https://www.cbsnews.com/amp/news/tesla-autopilot-staged-engineer-says-company-faked-full-autopilot/#app

…and worse

[Anonymous]

According to J.D. Power, Tesla vehicles had an average of 176 mechanical faults per 100, compared to an average of 121 for the industry. They ranked tesla 30th out of 33 brands featured in a J.D. Power Vehicle Dependability Survey released last year.

Tesla is done. Tons of more reliable better vehicles.

Buying one is like buying a Pacer. See any of those lately.

As for the stock as investments go hahahahaha it's Elon the guy who literally is an idiot. He never invented one thing ever. Not even Tesla. His companies work on Gov handouts. LOL MAGA idiots.

[Anonymous]

I owned TSLA awhile ago and made a lot on it. Sold it fairly close to its peak.

I just recently bought a bit of TSLA when it dropped because I knew something would be done to spike it up again, but I just sold it for a short-term gain (It was in a Roth IRA so I'm not worried about ST capital gains). I've lost all confidence that it should be valued as anything but a car company.

The price drop was a good move, but that will eat into margins--and already Ford followed suit and is a cheaper entry point. And the build quality of Teslas kind of suck so when people actually touch them compared to another electric car, they just don't feel as well made. I just don't see demand lasting under competition in ways to justify their valuation. I could of course be wrong--but I feel like I've already squeezed the value of TSLA stock that I'm going to get.

[Anonymous]

I'm sorry OP.

Musk is a total freak and so are all NEW Tesla car owners! He will accelerate the anti democracy movement that Trump started.

I hope the stock crashes and he's bankrupt.

We all make bad investments (with good intentions).
It might be time to cut your losses.