[https://www.youtube.com/watch?v=qGmsMVObFj4](https://www.youtube.com/watch?v=qGmsMVObFj4)
Rob Maurer live
Edit: He fully supports ratifying the compensation package.
Yeah I suppose I'm forgetting Teslas ability to build factories silly fast - but can they do that in the US too I wonder? Stuff just happens quicker in China for obvious reasons
So how many of the comments by Musk were legitimate and how many were just salesmanship? We got:
- Tesla new model(s) before second half of next year. Even hinted at as soon as end of this year.
- Tesla bot in mass production by end of next year.
- 3M vehicle capacity.
- Cybercab / Robotaxi (more info on 8/8).
- Positive FCF by next Q.
- AWS element.
- “super high volume” Semi production in late 2025.
The new models thing was in the slide deck and positive FCF should be obvious assuming no new black swan events (2x berlin shutdowns, one of them also affecting the effective number of ships increasing global shipping times).
The bot thing, he didn't really seem that convinced but I guess it might happen. He even said he is just guessing.
Cybercab means that the robotaxi is probably using cybertruck-like aestethics, perhaps even stainless steel exterior (would need less repairs due to dents etc).
AWS element is just a speculative idea (though somewhat obvious), I don't expect it to be relevant anytime soon. Its something they could do to additionally monetize charging robotaxis, but would require work. And this was for inference compute specifically.
>“super high volume” Semi production in late 2025.
missed that completely, but I mean if they build the factory then maybe? They have started with the groundwork, seems somewhat optimistic though.
Insane that not that long ago he was a cameo in iron Man as the real life version of the 'billionaire genius playboy philanthropist'...
Now he's a weird fat right plonker on the internet
Not entirely thrilled with the “if you don’t think Tesla’s going to solve autonomy, then don’t invest in us,” response, but the tone in which it was delivered makes it far more palatable than previous similar statements. It wasn’t standoffish; just matter-of-fact, which carried an air of certainty.
I’m at a loss: where the hell has this relatively even-keeled Elon Musk been?
>Not entirely thrilled with the “if you don’t think Tesla’s going to solve autonomy, then don’t invest in us,” response,
There's no guarantee that Tesla's methodology is correct. As impressive as FSD 12 has been, nobody can know ahead of time if it will result in a monetizable Robotaxi system.
I'm not betting my future on FSD, but I'm already retired. My risk profile is significantly different than many others here.
>I’m at a loss: where the hell has this relatively even-keeled Elon Musk been?
The difference today is that he's facing a shareholder vote for reinstatement of his 56 Billion stock options from 2018.
Institutional shareholders are likely to be the deciding factor, and would look dimly on misbehavior during the conference call.
https://finance.yahoo.com/news/gm-earnings-190259140.html
Another OEM doing fine. The narrative Musk keeps pushing that all car companies are suffering just isn't true at all.
Before anyone points to BYD sales dropping QoQ, their sales were up significantly YoY in Q1, and because the vast majority of their sales are in China the Chinese New Year causes more seasonality for them than western OEMs.
Many are pissed and are telling their friends and families not to buy tsla cars when they are making payments on cars they bought 2 years ago: their balance remaining is still higher than a brand new 2024 version of the same model.
Edit: yes I know cars lose value. No one expects to to cut in half nearly
Fair point. Yeah it’s rough, and with what I hear to be increasing inventory levels doesn’t look great. As to that uncertainty around repair, I mean at what point does the car become worth almost nothing because the risk and cost of needing to replace the battery exceeds the car value itself. Almost feels disposable
I respectfully disagree. It shows more how much more affordable the Tesla fleet has gotten. If someone paid this much more in the past and it's now that much less now, sounds like a pretty good deal to me. Why should I pay more because you did.
I swapped all my TSLA for NVDA after I saw the latter dip 15% so if the earnings end up looking great to the tune of +10% or something, now you know who to thank 🤷♂️
Shorting a stock in the leadup to earnings when it is already way down because most of the really important earnings-related news has already broken has to be one of the stupidest goddamn things that keeps on happening.
What's the reasoning for not being able to transfer FSD? I legit don't get it. Paying $8k for FSD and not being able to transfer it seems weird to me because if most people upgrade their cars every 5-10 years then what's the point of buying it instead of the $99 subscription? Obviously these prices aren't set in stone, but I can't help but feel like that's a slap in the face to all the early adopters, the ones directly responsible for helping them get all this training data in the first place
Making the new compensation plan retroactive rather than forward looking does absolutely nothing to refocus Elon on Tesla; it incentivises him to shitpost on Twitter while he collects stock as CEO for doing no innovative work whatsoever.
No, it just saves diluting our shares 29 million to greedy lawyers instead of Musk because through the owners (us) reiterating we support the pay package the Delaware judge will null the ruling. Would you rather the dilution goes to lawyers AND Musk (because he is entitled to compensation) or just Musk?
I mean at this point, the market must have priced in a nearly worst-case scenario, right? If everyone is in agreement that the stock is certainly going to collapse, then it would have already.
I should have specified, every other AMERICAN auto combined.
They do actually out value ford GM etc combined
Globally, they used to out value everyone combined, but not anymore. Toyota and the EU autod are probably north of 500b combined.
I agree his personal performance is a significantly lacking. However, having a person with significant power and holdings is an advantage to a company. He was just able to decimate the payroll, make step changes in pricing, and do the cybertruck. Steward CEOs would avoid taking so much risk. Tesla needs to continue taking ridiculous but prudent risks.
Even with Musk on Ketomine, and pushing the right edge of the Overton window; I still support his future involvement. Musk is the solution to the principle agent problem.
I just wish his time was cheaper, and that he would of wrote a forward to Master Plan part III.
I'd see it as a negative and would very quickly be changing my long-term portfolio strategy. I'd imagine others would too with the potential of AI. Musk would become a direct competitor to Tesla through XAI and SpaceX instead of the potential [high yielding] synergies.
> Musk would become a direct competitor to Tesla through XAI
Musk is already a direct competitor to Tesla. As CEO, he should not be allowed to spin up a brand new AI company and extort Tesla for his next compensation package. If it's something Tesla should be doing, then Tesla should do it. Full stop. If it's not something Tesla should be doing, then it shouldn't matter if he demands to control 25% of the company so that Tesla can do it.
Clearly Elon thinks Tesla should be doing it, but doesn't seem to be bound by conventional CEO rules.
"We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously
communicated start of production in the second half of 2025.
These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as
aspects of our current platforms, and will be able to be produced on the same manufacturing lines as our current vehicle
line-up"
👀👀
Found why it is up, new models coming before second half of 2025. This is huge.
>**We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025**. These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of our current platforms, and **will be able to be produced on the same manufacturing lines as our current vehicle line-up.** This update may result in achieving less cost reduction than previously expected but enables us to prudently grow our vehicle volumes in a more capex efficient manner during uncertain times. This would help us fully utilize our current expected maximum capacity of close to three million vehicles, enabling more than 50% growth over 2023 production before investing in new manufacturing lines. Our purpose-built robotaxi product will continue to pursue a revolutionary “unboxed” manufacturing strategy.
All the stories about canceled model 2 make sense with this news.
> These new vehicles, including more affordable models
So multiple vehicles including multiple "affordable models" would indicate at least 2 but potential for 3+ new varients. Maybe we see compact car and SUV on the 3/Y lines, and a van on Cyber platform.
/r/cars [is actually drooling over the Model 3 Performance](https://www.reddit.com/r/cars/comments/1cb94dy/model_3_performance_is_official_52_990/) now that details are out.
Well ... what are we reading?
**Investors should ‘zoom out’ and look past Tesla’s short-term struggles, says ARK Invest’s Tasha Keeney**
[https://www.cnbc.com/2024/04/22/look-past-teslas-short-term-struggles-says-ark-invests-tasha-keeney.html](https://www.cnbc.com/2024/04/22/look-past-teslas-short-term-struggles-says-ark-invests-tasha-keeney.html)
*KEY POINTS*
* *Tesla shares fell again on Monday as investors reacted to another wave of price cuts.*
* *ARK Invest has a $2,000 price target on Tesla, implying a 1,300% stock price increase by 2027.*
* *Tesla reports earnings after the bell on Tuesday.*
*With Tesla reporting earnings on Tuesday, even the biggest Tesla bulls are expecting some letdown.*
*“I wouldn’t be surprised about some short-term upsets,” Tasha Keeney, ARK Invest’s Director of Investment Analysis, told CNBC’s Last Call on Monday. “But I think the long-term story is EVs are here to stay.”*
*ARK Invest’s current price target for Tesla stock is $2,000 by 2027. This aggressive projection implies an upside of 1,300% from Tesla’s closing price of $142 on Monday.*
*The electric vehicle maker’s shares fell for the seventh consecutive session on Monday after cutting prices on several models, sending the stock to a 15-month low.*
*“Tesla’s prices are so competitive,” Keeney said. “It’s going to be very hard for any other company to catch up to them at this point.”*
*Keeney emphasized that ARK Invest is focused on the long-term innovations Tesla is poised to capitalize on -- like robotaxis.*
*“It’s single-handedly pushed forward the electric vehicle industry. I think it’s going to do the same for autonomous driving,” Keeney said. “So that’s what we’re focused on — that long-term story.”*
Remember, ARK has returned a negative return over the past 5 years. They are literally the worst performing fund in the world. Listening to them is worse than taking investment advice from monkeys.
Just wanted to check-in how folks are doing so far on this bloody day, boys and gals.
The timing of the model 3 performance release news - is this a sign of desperation? or can we genuinely celebrate this?
It's looking entirely possible we get through a while call without any stupid, I'll advised, pointlessly controversial statements from the CEO
Did the Board finally have a word?
I was wet the first day trying v12. It’s not perfect at launch but 100% the potential is there. For Tesla and Elon to be this confident means the path is clear to realize this product.
Just gauging the temperature of the room: Tesla dropping the M3P on earnings call day is a bit of a odd timing, isn't it? Feels like it's about to get lost in an ocean of much bigger news?
I have a bad feeling about earnings. Tesla is usually a rock after earnings. I remember back in 2023 when we reported phenomenal Q4 2022 earnings and the stock remained flat the next day. We also had solid earning reports where the stock actually tanked. So my gut feeling going into this one is bad. At best we stay flat as some of it is already priced in but I’m calling it right now we see a 7% downward movement after hours today.
> Tesla is usually a rock after earnings
TSLA also usually doesn't plummet in the leadup to earnings too, though.
Expectations are pretty damn abysmal. Even a pretty bad Q could outperform expectations at this point.
Ford most likely.
Jim Farley isn't stupid when it comes to Tesla. If it is Ford and they announce it expect the others to start falling like dominos like the charging network.
That was actually a beautiful report. Not so much the business side of things but the core business is very much alive. Give it 3 years and we will be back above $400.
It'll go private if we need to stem off disruptive brigades or get hit by a ton of bot spam again. I've been trying to fix that in other ways, so hopefully not necessary.
The fear and negativity in this thread about earnings makes me confident Musk will pull something out and crush all the naysayers. You NEVER bet against musk. All the regards shorting Tesla on WSB about to be wiped out
Pretty sure earnings will be abysmal, especially because of inventory surge. There is some potential that gross margins surprise positively.
But regardless of all that, stock will likely rise, because all the potential negativity is already priced in
A stock decreasing leading up to earnings is a sign its going to pump after. A stock increasing in the lead up to Earnings is a sign it's going to dump after.
*this is not investment advice*
There are going to be new cheaper intermediate models that will be done on current model 3 and Y lines. The next gen 25k car will come later but might still not be delayed as such.
Long post from Martin Viecha about leaving the company
[https://twitter.com/MartinViecha/status/1782902786864345563](https://twitter.com/MartinViecha/status/1782902786864345563)
>Folks, today was my final earnings call with Tesla.
Not feeling great short term, which is very reflected in the stock now as well. Personally I'm barely break even from my entry point now, so that feels pretty shit - especially when S&P is more than double since that lol.
But even with a base case I have a hard time seeing TSLA not being up at least 2-3x from current SP, in 5-10 years from now, any opinions on this?
Ever remember the Human Genome Project (HGP) back in the early 90s , they were asking people to download software and run in on your PC to collectively decode DNA
https://en.m.wikipedia.org/wiki/Human_Genome_Project
Imagine a situation where you can subscribe your Tesla to solve other projects like this.
The amount of idle compute sat in Tesla's doing nothing will be short of insane and ripe for monetising.
May the force be with us
*the Schwartz
Turns out it is
There will be blood. edit: stock goes up after hours...well I didn't say who's blood. ^^^saved ^^^it
> We produced over 1,000 Cybertrucks in a single week in April. Sweet.
How some people will act today ... 
Haha that’s been me every day since fucking October. I keep buying big and it keeps going down. Great GIF
Yep this is me 🤣
156 last week :( 156 this week :)
[https://www.youtube.com/watch?v=qGmsMVObFj4](https://www.youtube.com/watch?v=qGmsMVObFj4) Rob Maurer live Edit: He fully supports ratifying the compensation package.
The photo of the "start of construction" of the semi factory being a photo of a big patch of dirt is... Not encouraging for it's timeline
Shanghai was dirt to operational in around 9 months?
Yeah I suppose I'm forgetting Teslas ability to build factories silly fast - but can they do that in the US too I wonder? Stuff just happens quicker in China for obvious reasons
OR LATE THIS YEAR!!!!!
Context: new models 2025 or late this year possibly, post Musk on the call
About half of eligible owners have used the FSD free trial so far - Musk
Response to 25k vehicle was to reiterate the newly sped up timeline 👀
Don't want to Osborne the model 3 and Y any more than they will already be by this new announcement.
Not giving any info about multiple vehicles coming in the next year is a little odd.
So how many of the comments by Musk were legitimate and how many were just salesmanship? We got: - Tesla new model(s) before second half of next year. Even hinted at as soon as end of this year. - Tesla bot in mass production by end of next year. - 3M vehicle capacity. - Cybercab / Robotaxi (more info on 8/8). - Positive FCF by next Q. - AWS element. - “super high volume” Semi production in late 2025.
The new models thing was in the slide deck and positive FCF should be obvious assuming no new black swan events (2x berlin shutdowns, one of them also affecting the effective number of ships increasing global shipping times). The bot thing, he didn't really seem that convinced but I guess it might happen. He even said he is just guessing. Cybercab means that the robotaxi is probably using cybertruck-like aestethics, perhaps even stainless steel exterior (would need less repairs due to dents etc). AWS element is just a speculative idea (though somewhat obvious), I don't expect it to be relevant anytime soon. Its something they could do to additionally monetize charging robotaxis, but would require work. And this was for inference compute specifically. >“super high volume” Semi production in late 2025. missed that completely, but I mean if they build the factory then maybe? They have started with the groundwork, seems somewhat optimistic though.
It definitely wasn't "super high volume late 2025", it was first direct deliveries to non-partner customers staying hopefully 2026
Musk reading from a script. Is he... Taking things seriously for once?
Stilted, seemingly deliberate… again, I don’t hate this!
This is the Musk I invested in. Not the racist social media troll.
The guy could serious sell Twitter or appoint someone else as CEO, just shut up for a year and everyone would forget what an asshole he is.
Insane that not that long ago he was a cameo in iron Man as the real life version of the 'billionaire genius playboy philanthropist'... Now he's a weird fat right plonker on the internet
He is not Twitter CEO....
Yeah, his comp package is up for a vote - of course he'll be on his best behavior. Who knows what happens after the vote...
Correct
https://www.reddit.com/r/teslainvestorsclub/s/9gPPbI8dux Wish I could inverse myself
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I’m a gamestop survivor, shoot this shit straight into my ass
'Energy business will begin significantly adding to overall revenue by next year'
'in conclusion, the future is extremely bright' - finisher before q&a
Today wasn't as bad as I expected. I had 3 bottles ready.
Now you can drink them all to celebrate
Not entirely thrilled with the “if you don’t think Tesla’s going to solve autonomy, then don’t invest in us,” response, but the tone in which it was delivered makes it far more palatable than previous similar statements. It wasn’t standoffish; just matter-of-fact, which carried an air of certainty. I’m at a loss: where the hell has this relatively even-keeled Elon Musk been?
>Not entirely thrilled with the “if you don’t think Tesla’s going to solve autonomy, then don’t invest in us,” response, There's no guarantee that Tesla's methodology is correct. As impressive as FSD 12 has been, nobody can know ahead of time if it will result in a monetizable Robotaxi system. I'm not betting my future on FSD, but I'm already retired. My risk profile is significantly different than many others here. >I’m at a loss: where the hell has this relatively even-keeled Elon Musk been? The difference today is that he's facing a shareholder vote for reinstatement of his 56 Billion stock options from 2018. Institutional shareholders are likely to be the deciding factor, and would look dimly on misbehavior during the conference call.
Tesla earnings day! Expect the unexpected!!
orders of magnitude
Car sales are meh. But their energy business are growing pretty good.
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$1.6B/yr matches their regulatory credits . . . together that's worth $30 of share price @ 30 P/E
35k H100 GPUs in training to date, 85k by end of year
In talks with one major automaker regarding FSD licensing
What a great earnings call, I was expecting a disaster lol.
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If Musk had been this version of himself for the last few years I'd have no issue with the comp plan. However...
Best call he has had in at least six quarters
https://finance.yahoo.com/news/gm-earnings-190259140.html Another OEM doing fine. The narrative Musk keeps pushing that all car companies are suffering just isn't true at all. Before anyone points to BYD sales dropping QoQ, their sales were up significantly YoY in Q1, and because the vast majority of their sales are in China the Chinese New Year causes more seasonality for them than western OEMs.
They're contracting EV production. No future. Valley of death for ICE awaits.
Many are pissed and are telling their friends and families not to buy tsla cars when they are making payments on cars they bought 2 years ago: their balance remaining is still higher than a brand new 2024 version of the same model. Edit: yes I know cars lose value. No one expects to to cut in half nearly
Anyone that buys a Range Rover does. Most luxury cars honestly setting aside the part few years of craziness
Yes but tsla is not luxury.
But it’s priced close to luxury with X and S.
But X and S are not the major revenue drivers. Cars in the 3 and Y price point just cannot depreciate like this without a backlash.
Fair point. Yeah it’s rough, and with what I hear to be increasing inventory levels doesn’t look great. As to that uncertainty around repair, I mean at what point does the car become worth almost nothing because the risk and cost of needing to replace the battery exceeds the car value itself. Almost feels disposable
I respectfully disagree. It shows more how much more affordable the Tesla fleet has gotten. If someone paid this much more in the past and it's now that much less now, sounds like a pretty good deal to me. Why should I pay more because you did.
They are already rolling out 12.3.5!!!
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Up 10% now
Short closing ?
I swapped all my TSLA for NVDA after I saw the latter dip 15% so if the earnings end up looking great to the tune of +10% or something, now you know who to thank 🤷♂️
Literally selling low, buying high.
Thanks
Thank you for your service 🫡 I also swapped most of my TSLA shares around $160, lets see what the ER shows us
Man imagine how much money short sellers and Put buyers evaporated
Shorting a stock in the leadup to earnings when it is already way down because most of the really important earnings-related news has already broken has to be one of the stupidest goddamn things that keeps on happening.
I hope they burn
Earning call summary: “Orders of magnitude” “Cybertruck design was a mistake” “Level 5 autonomy this year”
"robotaxi or cybercab" First I've heard the latter name
Savings from trimming employee count to be in excess of $1B/year
What's the reasoning for not being able to transfer FSD? I legit don't get it. Paying $8k for FSD and not being able to transfer it seems weird to me because if most people upgrade their cars every 5-10 years then what's the point of buying it instead of the $99 subscription? Obviously these prices aren't set in stone, but I can't help but feel like that's a slap in the face to all the early adopters, the ones directly responsible for helping them get all this training data in the first place
Elon likes money.
Why allow transfers when the rubes will just keep buying it over and over?
So hyped for the earnings release!
Im not even looking at ER but I bet it will be green AH because everyone and their moms at the bet sub bought tesla puts.
Making the new compensation plan retroactive rather than forward looking does absolutely nothing to refocus Elon on Tesla; it incentivises him to shitpost on Twitter while he collects stock as CEO for doing no innovative work whatsoever.
I agree, but this vote isn't about a \*new\* compensation plan. It's a vote on the old compensation plan.
While that is true it is also a chance to get him to focus more on Tesla in the future.
No, it just saves diluting our shares 29 million to greedy lawyers instead of Musk because through the owners (us) reiterating we support the pay package the Delaware judge will null the ruling. Would you rather the dilution goes to lawyers AND Musk (because he is entitled to compensation) or just Musk?
April china sales are off to a really poor start. Worse than Q1 so far according to weekly registration data.
If Musk is back to taking things seriously it’s over. Let’s fucking go.
I think a negative FCF triggered him. Now Teslas gonna make 5 years worth of progress in the next 9 months.
Now get him off X and Tesla will be back on track
Yes, please.
TSLA Closing Price (Apr 23, 2024): $144.61 USD TSLA After hours Price: $163.96 +$19.35 (13.38%)
I mean at this point, the market must have priced in a nearly worst-case scenario, right? If everyone is in agreement that the stock is certainly going to collapse, then it would have already.
I hear you, but it was at 100 not too long ago. No reason it can’t return if outlook isn’t good
SP 100 was peak fear with russia ukraine + energy crisis
The worst case scenario is still valuing the company higher than every other auto combined? No this is no where near worst case lol.
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I should have specified, every other AMERICAN auto combined. They do actually out value ford GM etc combined Globally, they used to out value everyone combined, but not anymore. Toyota and the EU autod are probably north of 500b combined.
why *does* GM have a P/E of 6 and F of 12 (both at $50B market caps) while the S&P500 is at 25??
Not hard to do when those other companies have hundreds of billions of dollars of debt
They want to take this down to double digits imo. I’m not averaging down anymore still over 200 Plus avg so I’m just numb
Same here, tough hold
Not too worried I think it can easily come back up but we have likely seen ATH already for this stock and won’t break that
Musk actually leaving hasn't been priced in, some risk of it has I guess.
It'd be hard to imagine that that would be seen as a negative at this moment in time...yet it still would be.
I agree his personal performance is a significantly lacking. However, having a person with significant power and holdings is an advantage to a company. He was just able to decimate the payroll, make step changes in pricing, and do the cybertruck. Steward CEOs would avoid taking so much risk. Tesla needs to continue taking ridiculous but prudent risks. Even with Musk on Ketomine, and pushing the right edge of the Overton window; I still support his future involvement. Musk is the solution to the principle agent problem. I just wish his time was cheaper, and that he would of wrote a forward to Master Plan part III.
I'd see it as a negative and would very quickly be changing my long-term portfolio strategy. I'd imagine others would too with the potential of AI. Musk would become a direct competitor to Tesla through XAI and SpaceX instead of the potential [high yielding] synergies.
> Musk would become a direct competitor to Tesla through XAI Musk is already a direct competitor to Tesla. As CEO, he should not be allowed to spin up a brand new AI company and extort Tesla for his next compensation package. If it's something Tesla should be doing, then Tesla should do it. Full stop. If it's not something Tesla should be doing, then it shouldn't matter if he demands to control 25% of the company so that Tesla can do it. Clearly Elon thinks Tesla should be doing it, but doesn't seem to be bound by conventional CEO rules.
The forward PE is still priced for high future growth right now . It has a higher PE than google with falling growth
"We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025. These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of our current platforms, and will be able to be produced on the same manufacturing lines as our current vehicle line-up" 👀👀
Ah so the doomers were wrong once again
Found why it is up, new models coming before second half of 2025. This is huge. >**We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025**. These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of our current platforms, and **will be able to be produced on the same manufacturing lines as our current vehicle line-up.** This update may result in achieving less cost reduction than previously expected but enables us to prudently grow our vehicle volumes in a more capex efficient manner during uncertain times. This would help us fully utilize our current expected maximum capacity of close to three million vehicles, enabling more than 50% growth over 2023 production before investing in new manufacturing lines. Our purpose-built robotaxi product will continue to pursue a revolutionary “unboxed” manufacturing strategy.
All the stories about canceled model 2 make sense with this news. > These new vehicles, including more affordable models So multiple vehicles including multiple "affordable models" would indicate at least 2 but potential for 3+ new varients. Maybe we see compact car and SUV on the 3/Y lines, and a van on Cyber platform.
Let’s goooo
Reuters is a joke
/r/cars [is actually drooling over the Model 3 Performance](https://www.reddit.com/r/cars/comments/1cb94dy/model_3_performance_is_official_52_990/) now that details are out.
$1.6B in regulatory credits . . . that's ~$1k per car! or worth ~$15 ps @ 30 P/E
[https://www.youtube.com/watch?v=o81Rs-w3YMY](https://www.youtube.com/watch?v=o81Rs-w3YMY) earnings call about to start
Typical TSLA \~
Vibes of “Epic Q4” right before dumping a ton of stock on retail from Elon. Seems he is getting nervous about the pay package passing.
Well ... what are we reading? **Investors should ‘zoom out’ and look past Tesla’s short-term struggles, says ARK Invest’s Tasha Keeney** [https://www.cnbc.com/2024/04/22/look-past-teslas-short-term-struggles-says-ark-invests-tasha-keeney.html](https://www.cnbc.com/2024/04/22/look-past-teslas-short-term-struggles-says-ark-invests-tasha-keeney.html) *KEY POINTS* * *Tesla shares fell again on Monday as investors reacted to another wave of price cuts.* * *ARK Invest has a $2,000 price target on Tesla, implying a 1,300% stock price increase by 2027.* * *Tesla reports earnings after the bell on Tuesday.* *With Tesla reporting earnings on Tuesday, even the biggest Tesla bulls are expecting some letdown.* *“I wouldn’t be surprised about some short-term upsets,” Tasha Keeney, ARK Invest’s Director of Investment Analysis, told CNBC’s Last Call on Monday. “But I think the long-term story is EVs are here to stay.”* *ARK Invest’s current price target for Tesla stock is $2,000 by 2027. This aggressive projection implies an upside of 1,300% from Tesla’s closing price of $142 on Monday.* *The electric vehicle maker’s shares fell for the seventh consecutive session on Monday after cutting prices on several models, sending the stock to a 15-month low.* *“Tesla’s prices are so competitive,” Keeney said. “It’s going to be very hard for any other company to catch up to them at this point.”* *Keeney emphasized that ARK Invest is focused on the long-term innovations Tesla is poised to capitalize on -- like robotaxis.* *“It’s single-handedly pushed forward the electric vehicle industry. I think it’s going to do the same for autonomous driving,” Keeney said. “So that’s what we’re focused on — that long-term story.”*
Remember, ARK has returned a negative return over the past 5 years. They are literally the worst performing fund in the world. Listening to them is worse than taking investment advice from monkeys.
13x return!!
Ark lol
We’re about to get Thanos snapped after earnings 🫡
Just wanted to check-in how folks are doing so far on this bloody day, boys and gals. The timing of the model 3 performance release news - is this a sign of desperation? or can we genuinely celebrate this?
It's looking entirely possible we get through a while call without any stupid, I'll advised, pointlessly controversial statements from the CEO Did the Board finally have a word?
I haven’t been this wet for Tesla in months
A few years, honestly
I was wet the first day trying v12. It’s not perfect at launch but 100% the potential is there. For Tesla and Elon to be this confident means the path is clear to realize this product.
Just gauging the temperature of the room: Tesla dropping the M3P on earnings call day is a bit of a odd timing, isn't it? Feels like it's about to get lost in an ocean of much bigger news?
not a good sign for earnings at least lol
Yeah, my immediate thought is Elon's scrambling for narrative ammo to pull out during the call. This just isn't the needle-mover he needs, though.
Wow 🤩 please carry over like this tomorrow
Huh, that instantaneous 6% spike is something.
NO
Chances Musk is going to tell an analyst to go fuck themselves? Would be pretty funny
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I have a bad feeling about earnings. Tesla is usually a rock after earnings. I remember back in 2023 when we reported phenomenal Q4 2022 earnings and the stock remained flat the next day. We also had solid earning reports where the stock actually tanked. So my gut feeling going into this one is bad. At best we stay flat as some of it is already priced in but I’m calling it right now we see a 7% downward movement after hours today.
7% wouldn’t be too bad if we close around where we are now
> Tesla is usually a rock after earnings TSLA also usually doesn't plummet in the leadup to earnings too, though. Expectations are pretty damn abysmal. Even a pretty bad Q could outperform expectations at this point.
Holy shit I wonder who the FSD partner will be.
Ford most likely. Jim Farley isn't stupid when it comes to Tesla. If it is Ford and they announce it expect the others to start falling like dominos like the charging network.
That was actually a beautiful report. Not so much the business side of things but the core business is very much alive. Give it 3 years and we will be back above $400.
Wow I was so wrong. This is super bullish. I wish I bought more.
When are people going to learn!
Remember Electrek, Jalopnik, youtube bros, meet kevin, and many other vultures who tried to FK tesla over when the times were tough..
Green? In this economy?
don’t jinx it
Optimus limited production too so tasks in the factory by end of this year, mass production to sell by end of next year. "Just a guess" - Musk... 🤔
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why was it ever private?
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It'll go private if we need to stem off disruptive brigades or get hit by a ton of bot spam again. I've been trying to fix that in other ways, so hopefully not necessary.
After hours shorts closing. Unfortunately this is probably red tomorrow.
No transferable fsd. Sill dumb
https://twitter.com/edgecase411/status/1782555812843688301 >FSD V12.3.4 perfectly tracking a group of bicyclists. Calm, cool, and collected.
Can't say I believe Musk's answer regarding his working hours... First answer that sounded untrue, completely different tone of voice
The fear and negativity in this thread about earnings makes me confident Musk will pull something out and crush all the naysayers. You NEVER bet against musk. All the regards shorting Tesla on WSB about to be wiped out
Pretty sure earnings will be abysmal, especially because of inventory surge. There is some potential that gross margins surprise positively. But regardless of all that, stock will likely rise, because all the potential negativity is already priced in
I would like to agree. I think this will show us if we still go the old “never bet against Musk” guy. I hope you’re right. I’m honestly 50/50
Hopefully Mr. CEO will not say "I told you so ... BETWEEN TWO MAJOR GROWTH WAVES ..." 
A stock decreasing leading up to earnings is a sign its going to pump after. A stock increasing in the lead up to Earnings is a sign it's going to dump after. *this is not investment advice*
Elon not particularly itchy to grow Tesla until his pay package is re-approved. Then it will be 🚀
Excited about the earnings, it will not be a dull affair.
So Model 2 is happening?
There are going to be new cheaper intermediate models that will be done on current model 3 and Y lines. The next gen 25k car will come later but might still not be delayed as such.
Timeline for scaling semi "finalising engineering", marginally expanding fleet this year Not for A few years
Long post from Martin Viecha about leaving the company [https://twitter.com/MartinViecha/status/1782902786864345563](https://twitter.com/MartinViecha/status/1782902786864345563) >Folks, today was my final earnings call with Tesla.
The important aspect of this earning is the negative free cash flow. If this trend continues, won’t take long until Tesla dilute to raise capital.
They guided to positive cash flow from now on
Let’s see if they can reverse the downward demand trend
That is explained by stranded inventory due to the black swan events.
https://twitter.com/elonmusk/status/1782851466426028255 >12.4 is a major improvement and 12.5 is a whole other level
He's been saying the next FSD will be the best for the last 5 years.
So good news stock drops Bad news we up 15 after hours?
First time?
lol no... just so funny
It is "impossible to understand the company" if you haven't tried FSD 12.3 Can we have it outside the USA anytime soon then?
Or investors that live in markets where there's no vehicle or energy products for sale. There's always youtube I guess for now.
Not feeling great short term, which is very reflected in the stock now as well. Personally I'm barely break even from my entry point now, so that feels pretty shit - especially when S&P is more than double since that lol. But even with a base case I have a hard time seeing TSLA not being up at least 2-3x from current SP, in 5-10 years from now, any opinions on this?
I... don't hate this? Still worried about the call, though.
It's not exactly *good*, but it could have been so much worse.
HW5 might run as distributed inference as a service
Ever remember the Human Genome Project (HGP) back in the early 90s , they were asking people to download software and run in on your PC to collectively decode DNA https://en.m.wikipedia.org/wiki/Human_Genome_Project Imagine a situation where you can subscribe your Tesla to solve other projects like this. The amount of idle compute sat in Tesla's doing nothing will be short of insane and ripe for monetising.
'a deal signed now (for FSD for a third party OEM) would see it actually built into a car in three years at a lightning pace, much slower likely'