The problem wirh TSLA is its value isnt justified by its products. I drove with my wife to Fairfax on the weekend using FSD on Model S and it was multiple crazy phantom brakes for road shadows and random things near the roadside, and unable to makintain reasonable speed, unable to navigate a turn and merge across lanes onto Rt 50... I have been a beta tester for years since I got early access with a 98 safety score, and FSD is not improving to achieve higher levels of autonomy. Neither me nor DW would get into a Tesla robotaxi. She owns a Y. So we own two Teslas with FSD and she doesnt even use it because its unreliable.

Anonymous wrote:


You should probably stay out of stock investments if you think this way. If you "suddenly get nervous" you should keep your money under the mattress.



I don’t suddenly get nervous because I don’t buy meme stocks.

If you are buying because of what you think other people are thinking— which is what OP admitted to doing— then you need to worry about whether those other people will change their mind.

Anonymous wrote:

OP’s analysis is dumb. If you think the stock is an over valued meme stock you shouldn’t buy it just because you think there is still support out there for it as a meme stock.

One of these days it will crash and it probably won’t be because of an earnings report— it will be because people suddenly get nervous they’ll be stuck holding it and those nerves will be contagious.

You should probably stay out of stock investments if you think this way. If you "suddenly get nervous" you should keep your money under the mattress.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote: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 don’t intentionally align good outcomes for me with good outcomes for fascists. There are thousands of other stocks to choose from. Wouldn’t have invested in a Nazi German company in the 30s for the same reason. Interesting attempt at dodging the issue on your part, tho!

Yes, please keep this up! This rhetoric worked so well for you that you lost the popular vote to Hitler 2.0, including massive losses among the minorities who ostensibly have the most to lose under Nazi rule.

I can’t wait for eight years of JD Vance after Trump has finished taking a wrecking ball to your worthless institutions!

Nope, don't care if Tesla is a "buy" now. I'm not smart enough to pick stocks, but know enough that over time, my S&P 500 ETFs will keep beating the market and Tesla.

OP’s analysis is dumb. If you think the stock is an over valued meme stock you shouldn’t buy it just because you think there is still support out there for it as a meme stock.

One of these days it will crash and it probably won’t be because of an earnings report— it will be because people suddenly get nervous they’ll be stuck holding it and those nerves will be contagious.

Anonymous wrote:Nope, don't care if Tesla is a "buy" now. I'm not smart enough to pick stocks, but know enough that over time, my S&P 500 ETFs will keep beating the market and Tesla.

Anonymous wrote:

Anonymous wrote:
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 don’t intentionally align good outcomes for me with good outcomes for fascists. There are thousands of other stocks to choose from. Wouldn’t have invested in a Nazi German company in the 30s for the same reason. Interesting attempt at dodging the issue on your part, tho!

What issue? I am not the OP, but I think the OP was clear that there was no rational reason for the drop in such a short time. The drop was irrational and based on exactly what you are saying (I guess "Nazism"?). The company is still the same as it was before, making the same cars, selling the same carbon credits, etc. So the drop was clearly not based on rational industry or broader market effects.

Anonymous wrote:
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 don’t intentionally align good outcomes for me with good outcomes for fascists. There are thousands of other stocks to choose from. Wouldn’t have invested in a Nazi German company in the 30s for the same reason. Interesting attempt at dodging the issue on your part, tho!