Anonymous
05/11/2025 18:45
Subject: Re:Is $TSLA a buy here?
OP here just taking a victory lap. The stock is up 34% in the last three weeks.
I’m not taking a victory lap because I think I’m so smart. Actually, it’s the opposite: it was so *obvious* that the only reason the stock dropped 50% was that people were using the stock as a way to voice their displeasure with Elon Musk’s political accomplishments.
All the other explanations that people tried to make this thread—that it’s just a meme stock, that the P/E ratio is too high, and so on—were nonsensical because all of those things were true before DOGE began its work. For those explanations to make sense, one would have to believe that the market suddenly realized that $TSLA was an unjustifiable bubble at the exact same time the Democrats began foaming at the mouth over USAID cuts. Of course, this is utter nonsense.
To be clear, while I am still continuing to hold $TSLA, it very well still *could* be a bubble. The point I was making was that there was no rational reason, based on the business or the industry or the broader market, that the stock price should’ve dropped 50% in a matter of weeks. Indeed, it was just one of those unusual moments that harkened back to the types of situations that caused Charlie Munger to say, “If others had not been so stupid, we would not be so rich.”
So the lesson of this thread is the following: YOU. DON’T. MAKE. INVESTMENT. DECISIONS. BASED. ON. POLITICS.
I’m not taking a victory lap because I think I’m so smart. Actually, it’s the opposite: it was so *obvious* that the only reason the stock dropped 50% was that people were using the stock as a way to voice their displeasure with Elon Musk’s political accomplishments.
All the other explanations that people tried to make this thread—that it’s just a meme stock, that the P/E ratio is too high, and so on—were nonsensical because all of those things were true before DOGE began its work. For those explanations to make sense, one would have to believe that the market suddenly realized that $TSLA was an unjustifiable bubble at the exact same time the Democrats began foaming at the mouth over USAID cuts. Of course, this is utter nonsense.
To be clear, while I am still continuing to hold $TSLA, it very well still *could* be a bubble. The point I was making was that there was no rational reason, based on the business or the industry or the broader market, that the stock price should’ve dropped 50% in a matter of weeks. Indeed, it was just one of those unusual moments that harkened back to the types of situations that caused Charlie Munger to say, “If others had not been so stupid, we would not be so rich.”
So the lesson of this thread is the following: YOU. DON’T. MAKE. INVESTMENT. DECISIONS. BASED. ON. POLITICS.
Anonymous
05/11/2025 18:18
Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Tesla profit is from carbon trading, not selling cars.
Isn't that a woke climate thing that is basically forbidden under the current administration?
Tesla’s carbon credits are helping automakers meet strict EU emission targets. Companies like Stellantis, Toyota, Ford, Mazda, and Subaru buy Tesla’s credits to offset their emissions and avoid hefty fines. European fines are high.
Anonymous
05/11/2025 18:12
Subject: Re:Is $TSLA a buy here?
Now Tesla has like $800 million in unsold cybertrucks sitting around and has told workers making the cybertruck and the model Y to stay home for a week. Go ahead and buy but absolutely nothing supports the current valuations.
There are layoffs right now at Ford, Stellantis, GM, and Volvo (the Volvo plant in Charleston, SC). The Ford layoffs are likely long term (they are laying off many people who were working on ICE cars). I would steer clear of any auto stocks right now. There are a lot of Mazdas just sitting in customs at the dock in Baltimore right now as well.
Anonymous
05/11/2025 17:56
Subject: Is $TSLA a buy here?
Anonymous wrote:Anonymous wrote:
Tesla can make cuts in their prices and still be ahead of its competitors. They are the ONLY company that is making a profit on EVs. Everyone else is still taking a loss on every EV they sell.
Tesla profit is from carbon trading, not selling cars.
Isn't that a woke climate thing that is basically forbidden under the current administration?
Anonymous
05/11/2025 11:48
Subject: Is $TSLA a buy here?
Now Tesla has like $800 million in unsold cybertrucks sitting around and has told workers making the cybertruck and the model Y to stay home for a week. Go ahead and buy but absolutely nothing supports the current valuations.
Anonymous
05/09/2025 11:08
Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Tesla up today on incentives for current owners.
https://electrek.co/2025/04/25/tesla-tsla-brings-back-fsd-transfer-offers-2000-loyalty-discount-amid-demand-crisis/
This makes some sense since current owners like the car. Our in-laws just bought a new Lexus EV and it's not nearly as clean in terms of the software and design. They actually have a "power" buttonand lots of other buttons. You actually have to lock and unlock the car manually (which Tesla does through the app on your phone when you approach or leave the car which is super convenient). Very confusing set up on the Lexus, but of course the interior is nice. The Lexus still has a knob on the console to turn up volume.
Your in-laws chose to buy a low trim level. Old Lexuses already gave the app
Anonymous
05/09/2025 11:07
Subject: Is $TSLA a buy here?
Anonymous wrote:
Tesla can make cuts in their prices and still be ahead of its competitors. They are the ONLY company that is making a profit on EVs. Everyone else is still taking a loss on every EV they sell.
Tesla profit is from carbon trading, not selling cars.
Anonymous
05/09/2025 11:05
Subject: Is $TSLA a buy here?
Guess OP was right
Anonymous
04/25/2025 14:23
Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Tesla up today on incentives for current owners.
https://electrek.co/2025/04/25/tesla-tsla-bri...-amid-demand-crisis/
This makes some sense since current owners like the car. Our in-laws just bought a new Lexus EV and it's not nearly as clean in terms of the software and design. They actually have a "power" button and lots of other buttons. You actually have to lock and unlock the car manually (which Tesla does through the app on your phone when you approach or leave the car which is super convenient). Very confusing set up on the Lexus, but of course the interior is nice. The Lexus still has a knob on the console to turn up volume. Tesla has everything on the steering wheel . . . so much better. It also has better range. So, no other EVs are not "better".
Not sure I understand- if current owners like the car, why would they need extra incentive? The article discusses a demand crisis.
All car companies offer incentives from time to time. They do work to get people to trade in earlier while the incentives are there.
Anonymous
04/25/2025 14:19
Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Tesla up today on incentives for current owners.
https://electrek.co/2025/04/25/tesla-tsla-bri...-amid-demand-crisis/
This makes some sense since current owners like the car. Our in-laws just bought a new Lexus EV and it's not nearly as clean in terms of the software and design. They actually have a "power" button and lots of other buttons. You actually have to lock and unlock the car manually (which Tesla does through the app on your phone when you approach or leave the car which is super convenient). Very confusing set up on the Lexus, but of course the interior is nice. The Lexus still has a knob on the console to turn up volume. Tesla has everything on the steering wheel . . . so much better. It also has better range. So, no other EVs are not "better".
Not sure I understand- if current owners like the car, why would they need extra incentive? The article discusses a demand crisis.
Many people are incentivized by money. They want a new car, but can't afford it today. If the price comes down, they can afford to make the change.
Anonymous
04/25/2025 14:18
Subject: Is $TSLA a buy here?
Anonymous
04/25/2025 14:09
Subject: Re:Is $TSLA a buy here?
Anonymous wrote:
Tesla up today on incentives for current owners.
https://electrek.co/2025/04/25/tesla-tsla-brings-back-fsd-transfer-offers-2000-loyalty-discount-amid-demand-crisis/
This makes some sense since current owners like the car. Our in-laws just bought a new Lexus EV and it's not nearly as clean in terms of the software and design. They actually have a "power" button
Not sure I understand- if current owners like the car, why would they need extra incentive? The article discusses a demand crisis.
Anonymous
04/25/2025 14:05
Subject: Is $TSLA a buy here?
Tesla can make cuts in their prices and still be ahead of its competitors. They are the ONLY company that is making a profit on EVs. Everyone else is still taking a loss on every EV they sell.
Anonymous
04/25/2025 13:58
Subject: Re:Is $TSLA a buy here?
Tesla up today on incentives for current owners.
https://electrek.co/2025/04/25/tesla-tsla-brings-back-fsd-transfer-offers-2000-loyalty-discount-amid-demand-crisis/
This makes some sense since current owners like the car. Our in-laws just bought a new Lexus EV and it's not nearly as clean in terms of the software and design. They actually have a "power" button
and lots of other buttons. You actually have to lock and unlock the car manually (which Tesla does through the app on your phone when you approach or leave the car which is super convenient). Very confusing set up on the Lexus, but of course the interior is nice. The Lexus still has a knob on the console to turn up volume. Tesla has everything on the steering wheel . . . so much better. It also has better range. So, no other EVs are not "better".
Anonymous
04/25/2025 09:14
Subject: Is $TSLA a buy here?
Anonymous wrote:so their stock is rising today - is this manipulation? How does a stock for a company reporting a 71% net income loss not tank?
Meme stock.