Is $TSLA a buy here?

[Anonymous]

Anonymous wrote:Big Tesla sell off today.

Tesla sells off after Elon Musk scraps his 2025 sales growth target and warns ‘we could have a few rough quarters’

https://www.msn.com/en-us/money/companies/tesla-sells-off-after-elon-musk-scraps-his-2025-sales-growth-target-and-warns-we-could-have-a-few-rough-quarters/ar-AA1JdpIz?ocid=entnewsntp&pc=U531&cvid=d331e0328e49485580c520f6ba0b07bb&ei=21

Does that mean they are no longer expecting MAGA to buy EVs?

[Anonymous]

Anonymous wrote:

Anonymous wrote:
Tesla is on a tear today. It's not the cars, it's the autonomous driving technology. If you bought this morning, good for you.

They are already getting investigated for traffic violations made by their first 10 robotaxis on their first few days of supervised operation. The tech is no where near ready and may never be with the current implementation approach and tech stack. Sell this afternoon because the negative news is only beginning for their tech.

I've got a Tesla with FSD, it will never be ready for fully autonomous driving. Ever. It can drive for you on interstates and usually navigate an interstate-to-interstate merge but that's it. In the city it's worse than useless, it's a liability. It's so bad it's like it's actively trying to kill you. And it will never get better unless Herr Elon adds LIDAR which he is too stupid and stubborn to ever do.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:
Tesla is on a tear today. It's not the cars, it's the autonomous driving technology. If you bought this morning, good for you.

They are already getting investigated for traffic violations made by their first 10 robotaxis on their first few days of supervised operation. The tech is no where near ready and may never be with the current implementation approach and tech stack. Sell this afternoon because the negative news is only beginning for their tech.

I've got a Tesla with FSD, it will never be ready for fully autonomous driving. Ever. It can drive for you on interstates and usually navigate an interstate-to-interstate merge but that's it. In the city it's worse than useless, it's a liability. It's so bad it's like it's actively trying to kill you. And it will never get better unless Herr Elon adds LIDAR which he is too stupid and stubborn to ever do.

The whole thing is funny because they had a huge advantage over Waymo with being the car manufacturer also, but completely threw it away. They have no moat now on any of their products. Of course it's a significant portion of my 401k because it's such a big part of the total market still. Such is life.

[Anonymous]

Without the 7500 credit on EVs all stocks in that sector are going down. We are headed into a recession in the second part of this year.

[Anonymous]

But isn’t Tesla more than a car company? If it’s a robot company, doesn’t that change the calculation?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:
Tesla is on a tear today. It's not the cars, it's the autonomous driving technology. If you bought this morning, good for you.

They are already getting investigated for traffic violations made by their first 10 robotaxis on their first few days of supervised operation. The tech is no where near ready and may never be with the current implementation approach and tech stack. Sell this afternoon because the negative news is only beginning for their tech.

I've got a Tesla with FSD, it will never be ready for fully autonomous driving. Ever. It can drive for you on interstates and usually navigate an interstate-to-interstate merge but that's it. In the city it's worse than useless, it's a liability. It's so bad it's like it's actively trying to kill you. And it will never get better unless Herr Elon adds LIDAR which he is too stupid and stubborn to ever do.

Mark Rober made a test video of a Tesla and some other EV that had LIDAR. The Tesla ran over this kid mannekin over and over whereas the other EV stopped time and again.

[Anonymous]

Anonymous wrote:But isn’t Tesla more than a car company? If it’s a robot company, doesn’t that change the calculation?

No because there is already a full industry of competitors making industrial robots (which is the actual market, not for retail users). Again, no moat, no competitive advantage.

[Anonymous]

Anonymous wrote:
But isn’t Tesla more than a car company? If it’s a robot company, doesn’t that change the calculation?


No because there is already a full industry of competitors making industrial robots (which is the actual market, not for retail users). Again, no moat, no competitive advantage.

There will be room for more than one company in the robotics space. In fact, we will want more than one company. There will be different areas of application expertise. Just like with cars. Companies can all have their stock increase together in a sector.

[Anonymous]

Tesla just made a deal with Samsung for chips. The Samsung fab is just down the road in Texas and benefitted from the Biden CHIPS Act.

https://www.reuters.com/business/musks-tesla-signs-165-billion-chip-supply-deal-with-samsung-2025-07-28/

[Anonymous]

Another deal to get more batteries. GM is buying fewer batteries than they expected to buy so Tesla moved in. Tesla will use them for their battery packs.

https://insideevs.com/news/767398/tesla-lfp-batteries-us-lges-deal-report/

[Anonymous]

Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.

[Anonymous]

Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.

The batteries are not necessarily about AI. Utilities are using them instead of using peaker plants for example. It's about energy storage.

[Anonymous]

Anonymous wrote:

Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.

The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.

But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.

The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage.

But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition

AI uses way more electricity than EVs. Hell even crypto probably uses more.

[Anonymous]

Google AI:

who is buying tesla mega pack batteries
Tesla Megapack batteries, designed for utility-scale energy storage, are primarily purchased by utility companies and large-scale commercial entities globally. These purchasers utilize Megapacks to enhance grid stability, integrate renewable energy sources, and prevent outages.
Major buyers and key projects
Several notable companies and projects utilize Tesla Megapacks:
Intersect Power: A major buyer, with a significant contract for Megapacks for their solar and storage projects.
Akaysha Energy: Uses Megapacks for the Orana Battery Energy Storage System (BESS) in Australia.
Neoen: Expanding the Collie Battery in Western Australia with Megapacks.
xAI: Utilizing Megapacks to power a supercomputer in Memphis, Tennessee.
Strata Solar: Deployed a large energy storage facility in California using Megapacks.
Pacific Gas and Electric Company (PG&E): Operates a Megapack system at Moss Landing in California.
TransAlta: Operates a Megapack system in Alberta, Canada.
Arevon: Developed the Condor Energy Storage Project in California featuring Megapack 2 XL batteries.
Tesla's Megapack webpage also features case studies of projects like the Gambit Energy Storage Park and Homer Electric.
The increasing demand for Megapacks highlights the need for reliable energy storage solutions to support the global shift towards a low-carbon economy. Tesla is addressing this demand with dedicated Megapack factories in California and China.
AI responses may include mistakes. Learn more