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Reply to "Is $TSLA a buy here?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Buying a car is not like buying a can of coke, once a potential buyer thinks negatively of it and moves on to buy another brand (a competitor), you've lost that potential customer for at least 3-5 years. If you think Tesla can wait around 3-5 years to regain its market share without bankrupting, go ahead. [/quote] Exactly, and they are already seeing sales declines from late 2024, and there is a very mature market of competitors more than able to grab that demand as it shift away from Tesla. A few years ago it seemed like they had a moat- a much stronger, proprietary network of chargers, advantages in battery tech, a path to robo-cars. Now they have no advantage in any of those and the moat is gone.[/quote] What's happening now is BULLYING of Tesla drivers and workers at the dealerships. This isn't supply demand, demand is artificially. Bullying of regular people, many who owned these cars for years, setting cars on fire at the dealerships (declaring domestic terrorism now). This isn't going to last. Something will have to happen. Once a few idiots are thrown in jail this too shall pass. [/quote] Take a look at 2024 sales by quarter compared to 2023. Every quarter has a year over year drop except Q4. It has everything to do with the product and the market. It's just getting worse now because of what Leon is doing. [/quote]
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