Is $TSLA a buy here?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:This piece by noted left wing woke publication Forbes says Tesla is in for a “world of hurt”.

They note the brand is toxic in California and Europe but mostly point to the 30% sales decline in China, which was the market most responsible for Tesla’s profitability.

Now BYD is eating Tesla’s lunch on both price and technology.

https://www.youtube.com/watch?v=_SKaBwmHq9Y

Who would buy a Tesla in China when you can get a perfectly acceptable electric car for half the price?

Not even acceptable but superior. As someone who has been in (but granted never driven) several BYD cars, they are much nicer on the inside than any Tesla car. If you want something even nicer/more fun, the Xiaomi car looks amazing and again, superior to the model s at a lower price. Buying Tesla in China simply makes no sense.

to you or your investment account only. car buying never 'makes sense' beyond certain price point especially when buying new, or when tesla offers 3-yr 0% APR.

I think that person meant to say no one in China is going to buy a Tesla because there will be a cheaper brand that uses stolen IP and similar design.

[Anonymous]

Dcum: tsla is done in china! Elon bad!

Reality:
https://www.teslarati.com/new-tesla-model-y-best-seller-china-march-2025/

[Anonymous]

TSLA reports delivery at 335,00 for the first quarter, well below what the street was expecting. They have cyber trucks just sitting on the lot. And they are not being sold in the European markets at all. It's down 68% in Sweden.

[Anonymous]

^ The US Market for the 335,000 sold vehicles was 43% for the first quarter. In the fourth quarter of 2024, the US market was 49% for the fourth quarter. So, the US market is eroding as well, but not as fast as the European market.

[Anonymous]

Anonymous wrote:
Dcum: tsla is done in china! Elon bad!

Reality:
https://www.teslarati.com/new-tesla-model-y-best-seller-china-march-2025/

Tesla's China-made EV sales fall 11.5% y/y in March

https://www.reuters.com/business/autos-transportation/teslas-china-made-ev-sales-fall-115-yy-march-2025-04-02/

[Anonymous]

Wedbush Securities analyst Dan Ives, typically among Tesla and Musk's biggest believers, called the report a "fork in the road moment" for the electric vehicle company

"We knew 1Q Tesla deliveries would be soft but these numbers were bad," he wrote. "We are not going to look at these numbers with rose colored glasses...they were a disaster on every metric. Refresh issues but brand crisis key."

And these are "deliveries", which trails sales in time.

Next quarter deliveries will show Q1 sales drop also.

[Anonymous]

Anonymous wrote:
Dcum: tsla is done in china! Elon bad!

Reality:
https://www.teslarati.com/new-tesla-model-y-best-seller-china-march-2025/

Nearly tied for 1s place in the EV business, we can expect Tesla to worth something in the neighborhood in similarly placed competitors,. maybe even with a 2x premium to credit related business lines-- so, $200B to $400B?

That puts us at, as Wells Fargo says, $150 price target.

[Anonymous]

Anonymous wrote:Wedbush Securities analyst Dan Ives, typically among Tesla and Musk's biggest believers, called the report a "fork in the road moment" for the electric vehicle company

"We knew 1Q Tesla deliveries would be soft but these numbers were bad," he wrote. "We are not going to look at these numbers with rose colored glasses...they were a disaster on every metric. Refresh issues but brand crisis key."

And these are "deliveries", which trails sales in time.

Next quarter deliveries will show Q1 sales drop also.

That's a huge miss against analyst expectations. You don't usually see misses of this scale. That's a disaster for Tesla (particularly since it's not going to get better next quarter).

[Anonymous]

Anonymous wrote:

Anonymous wrote:Wedbush Securities analyst Dan Ives, typically among Tesla and Musk's biggest believers, called the report a "fork in the road moment" for the electric vehicle company

"We knew 1Q Tesla deliveries would be soft but these numbers were bad," he wrote. "We are not going to look at these numbers with rose colored glasses...they were a disaster on every metric. Refresh issues but brand crisis key."

And these are "deliveries", which trails sales in time.

Next quarter deliveries will show Q1 sales drop also.

That's a huge miss against analyst expectations. You don't usually see misses of this scale. That's a disaster for Tesla (particularly since it's not going to get better next quarter).

13% year over year Q1 drop in deliveries worldwide. That's BEFORE tariffs kick in. Good luck with your stock based on massive growth!

https://www.cnbc.com/2025/04/02/tesla-tsla-q1-2025-vehicle-delivery-and-production-numbers.html

[Anonymous]

TSLA reports delivery at 335,00 for the first quarter, well below what the street was expecting. They have cyber trucks just sitting on the lot. And they are not being sold in the European markets at all. It's down 68% in Sweden.

The Chinese are cashing in on EV sales in Europe.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Disastrous Q1 sales report coming next week, which will confirm that Tesla is past its peak and over the hill on sales, becoming a backwater American company that can't sell internationally and is widely hated in USA.

Musk is back to pumping lies about fictional products coming "next year", but by now everyone knows he's a delusional drug-addled liar who cuts corners to makes shoddy products. FSD doesn't work, and cannot work, by design, so the robotaxi grift can't launch. Imagine an Tesla owner renting out their car like a robo Uber, so it can drive itself into a wall or get vandalized from the inside.

Waymo has robotaxis that actually work. BYD and Polestar and everyone else have electric cars that actually work. Tesla only has its diminishing meme pumpers, and Musk and MAGA political criminals propping up the price with shenanigans.

Remember that Tesla's price is only over $100 because of the biggest "future growth" fantasy in market history, totally based on the Tony Stark marketing plot. But Marvel is played out and Phony Stark has unmasked insed. They have no moat, no trust, and no attractive products.

https://www.google.com/amp/s/amp.cnn.com/cnn/2025/03/26/business/tesla-shares-rebound

It is such a failure in leadership and execution. At one point, they had a huge lead in electric and self-driving, and they completely squandered it. They've been trading sideways for four years, while the rest of the market has generated huge returns.

Because they were lying about self-driving, selling sub-par quality AI, and also sib-par quality cars, that other companies wouldn't be shameless enough to foist on consumers.

The 'huge lead" in electric was selling monstrous cars that cost more in pollution to produce than they save by being electric.

Tesla had an early success by selling a pipe dream, and now it's chickens are coming home to roost

[Anonymous]

$265 premarket. Seems to be the prize level that's stabilizing past week. OP was right to buy the $228 dip, but I wouldn't keep holding

[Anonymous]

Anonymous wrote:

Anonymous wrote:Wedbush Securities analyst Dan Ives, typically among Tesla and Musk's biggest believers, called the report a "fork in the road moment" for the electric vehicle company

"We knew 1Q Tesla deliveries would be soft but these numbers were bad," he wrote. "We are not going to look at these numbers with rose colored glasses...they were a disaster on every metric. Refresh issues but brand crisis key."

And these are "deliveries", which trails sales in time.

Next quarter deliveries will show Q1 sales drop also.

That's a huge miss against analyst expectations. You don't usually see misses of this scale. That's a disaster for Tesla (particularly since it's not going to get better next quarter).

If companies want shareholders to be happy, they have to first make consumers happy. Consumers are making it known they have power and Tesla and Target were too stupid to listen.

[Anonymous]

Anonymous wrote:

TSLA reports delivery at 335,00 for the first quarter, well below what the street was expecting. They have cyber trucks just sitting on the lot. And they are not being sold in the European markets at all. It's down 68% in Sweden.

The Chinese are cashing in on EV sales in Europe.

Trump just handed green energy to China on a platter.

[Anonymous]

Anonymous wrote:$265 premarket. Seems to be the prize level that's stabilizing past week. OP was right to buy the $228 dip, but I wouldn't keep holding

Like Elon Musk himself, TSLA fond a way to go lower. $250 premarket today.