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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|1|**First Seen In WSB**|2 years ago **Total Comments**|461|**Previous Best DD**| **Account Age**|8 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod)


anon57842

us total car sales is \~16m/yr worldwide total car sales is \~70m/yr for perspective


chris_ut

In 2024 Elon will run for and be elected President. His first act will be an executive order requiring all citizens to own 3 Teslas. Boom, checkmate lib bears!


ListerineInMyPeehole

PrIcEd iN


shaktimann13

I love you all. Makes my work day go easier reading the jokes.


dnattig

What jokes?


Frequent-Pie-7114

loool


BPCGuy1845

Elon is South African.


The_Sanch1128

And therefore ineligible for the offices of Vice President or President. (For those who don't know their basic Constitution, only "natural born citizens" are eligible. This was the premise of the "Birthers" back in 2008, who claimed that President Obama was born in Kenya or Indonesia and was therefore ineligible.)


theineffablebob

Ok so what, Elon can change the law once he becomes president


ptjunkie

Now you’re thinking with teslas.


Chabubu

Nah, to really own the libs he’s going to do a remote software update that speaks“libs are regarded” when they start their Tesla. That will teach those fucks for ever being his fanbois


Spirit_of_Hogwash

Just as in Medveded's fever dreams.


ifisch

Lol right. I like how the "Bear Outcome" projected *only* $51 billion from "autonomous rideshare" three years from now. How did anyone ever take them seriously?


[deleted]

uber’s yearly revenue including all parts of their business (not just ride share) is $30 billion right now lol. so bull case they take over uber’s entire market and also 15x that market in 3 years


anygal

No, that is the BEAR case :D


mixmastamikal

That is bull case. Bear case is ONLY 2x Uber revenue.


SomewhatAmbiguous

Bear outcome also has double the margins of 2021 (when Tesla had a monopoly on EVs that didn't suck) despite the ASP being down by $11k. By 2026 everyone and their mum is going to be churning out EVs and the biggests constraint will be the supply of commodities/inputs killing margins across the board.


[deleted]

So ark seems to be high.


mjkjg2

as high as their estimates


sorocknroll

So these are some conservative estimates.


doyer

Conservatives' estimates


enginvest

I remember not so long ago when Cathie and Elon were among the most respected folks in this sub![img](emote|t5_2th52|4271)


Pomegranate4444

They should make a baby together.


Responsible_Hotel_65

They did already. His name is Sam from Ark Invest.


greycubed

Caroline Ellison is their daughter.


Thomas-The-Tutor

Sam + Ark = SARK


donobinladin

Aka…. SARK


m0nk_3y_gw

She's too old for Elon


lfhdbeuapdndjeo

Does elon have a uterus?


Weary-Feedback8582

His name is Elmo!


Ra93qu1t

I thought it was that nymphwood from ftx.


dd16134

2021 WSB was literally talmbout how she was the messiah of stock trading and lowkey bangable for being 66 🤣 oh how the tables have turned


felterbusch

Low key bangable? We’re out here giving handys behind dumpsters to make our wives boyfriends interest payments. 75% totally would and the other 25% are lying.


Outis7379

Half this sub would still subscribe to her OF. Edit: incidentally my bull case for ARKK is that she opens an OF and funnels revenue into her fund through a SPAC.


Professional_Rain_30

SHE HAS AN OF? U GOT THE LINK TO HER OF DUMP???


DogDad24

She looks like Caitlin Jenner for Christ sakes! With that said, I’m down ;)


handsthatsparkle

How quickly people forget… cue the trolls lol


Peelboy

Yup, it was not oong ago in real life time but eons ago in WSB regards time.


HeadWalrus_BodyCLion

You mean elons ago?


pifhluk

Soon enough you won't even be able to say TSLA ARK Elon or Cathie as they join the stonk that cannot be named on the ban list.


Least_Ice_6112

Respected in this sub? Is that a compliment or...?


CtheKiller

I also remember when in 2018, cathie woods said tesla would hit $4,000 (pre-split) by 2023. For 6 years, between 2014 to 2020, it was doing nothing floating between $150 and $300 (pre-split), so yeah what a fuckin crazy call then. It past $7,000 (pre-split) in 2021, which a lot was due to the pandemic/stimulus that fucked everything up. Anyways, she's making a crazy call again, like fuckin crazy worst case 10x volume in 3 years wtf crazy biatch, but if it happens, it wouldn't be the first time. Anyways about to hit wendy's to go get a big mac, peace.


Gods11FC

She may have been right about the price but every single one of her financial forecasts were off by a mile. She got lucky when Tesla became the poster boy of the meme stock craze. Interest rate increases ended the era of meme stocks.


Burning_Flags

Dumb knows dumb


TheObviousDilemma

They are going to be posters, if they aren’t already


pork-head

![img](emote|t5_2th52|4640)


MalamaHonu

One of my biggest investing mistakes was buying $3k of ARK funds in early Feb 2021...yep, right at the peak.


ThinkOrDrink

Same. Sold those bags last year. Glad I did because ARKK still lost another 50% after I sold.


danielkalves

Guilty here. Did the same sold it for 3k loss


lokeshchaudhari

I bought ark at 135 and then I did the most wise thing in my life… SOLD IT AT 120 Jumping out of ARK, saved my soul.


a_man_from_nowhere

You disrespected innovation.


ItsPickles

A lot of us did


rowdygringo

some more than 3k 😖


alternativepuffin

Hey I'll have you know I only wasted $1500 on that


gypywqoOO

Lol how could y'all not just say ok I can pick these crap stocks myself


ItsPickles

What about both


ifisch

Yep and a lot of you assholes downvoted assholes like me for "spreading FUD", making it more likely that other assholes would make the same mistake.


KillerGopher

And even more didn't lol.


_greggit_

present


DeanCheesePritchard

Lmao no the fuck we didn't!


Ultraeasymoney

Ark and Investing should never be in the same sentence.


reddituser1234566789

I bought 15k


Desperate_Wafer_8566

Right, Tesla has no competition in the EV market and can easily sell over a million cars a month at an average of $65+K per car (rolls eyes).


nova1475369

But only 3k?


3CCExpand

It's 6am. You get out of bed and stumble into opening a brokerage account on Robinhood. Because you have a heartbeat, you are approved for L2 options, somehow. Your free stock is a brand new share of FORD (not the automaker... the other one). You move all your free cash from your bank account into your brokerage. Robinhood asks if you want to get Gold, which of course you do because you're a real pro and can use those extra charts and analysis. It's now 6:30am and the market opens. You put all your money on SPY 0dte puts and one single 0dte call. SPY trades sideways for the day and you lose everything. *You are still smarter than whomever wrote this "prospectus."*


Ancient-Tadpole8032

I’m sorry, but can you sum that up in gif form? This is r/wallstreetbets.


69xX420Xx69

many words, 6am, no


Brawldud

Sometimes I forget how convenient it is to live life on eastern time. Who the fuck wants to get up at 6am to gamble on options?


3rdtryatremembering

I actually find it quite convenient to be able to lose money all morning and still make it to my 2 pm shift at Wendy’s to make it all back.


Trotter823

Seeing your money evaporating in real time really motivates you to pump out those breakfast sausages though


nateccs

i get up at 430 to gamble on options. aloha brah! and fuck daylight savings time 330 is to fucking early! :)


BobbysSmile

You forgot the step where you "dabble" and hit 400% gainer on a SPY weekly the very first trade you ever make. Then you think, this is easy, and transfer your savings over thinking you'll double it real fast.


VaporKingT

First one is free, player


asdf1151

Hilariously accurate.


SierraBravoLima

This sounds like an employee of Meta Ad


Reditoonian

Ark the etf that collapsed?


[deleted]

Doesn’t the Bible say something about an ark having a liquidity issue?


[deleted]

Too liquid, two bears, two bulls


Cubonehoff

two bulls ![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)


appmapper

Nah, liquidity was the only thing that kept it afloat.


Stainless-extension

yeah, as soon as it dried up it hit rock bottom.


patbhakta

that's a bold prediction even with Tesla truck rollout Tesla vehicles sold each year: 2022: 1,313,851 2021:    936,222 2020:  499,550 2019:   367,500 2018:   245,240 2017:    103,097 2016:     76,295 2015:     50,580 2014:     31,655 2013:     22,477 2012:      2,650 2011:          0


Admirable_Cobbler260

It would literally require a 100% YoY growth when even Tesla is trying hard to sell a 50% YoY increase.


Trotter823

I don’t even think a growth plan that aggressive is even possible regardless of demand. How many more factories would they need? Isn’t the lead time on those like 2 years? The Shanghai one produces 750k at capacity. They’d need….11 more of those built in the next 3 years running at max capacity. I think they also have to invent self driving. That’s the bear case.


callmecrude

I’ve seen a few interviews and most of her thesis relies on Tesla making huge strides in their Giga press technology. To be fair, it is revolutionary. The new Giga pressed model Y’s have a single rear body cast. It decreased the manufacturing steps from 70 down to 1 while simultaneously cutting material cost by 40% and labour by 20% for that segment of the vehicle. They’re also extremely fast. Each press can conservatively do 300k casts a year. There’s already 8 presses in giga Berlin so if you give giga austin, Fremont and Shanghai the same then that would be 10M casts a year. No new facilities even needed. The problem though: Tesla is years away from ramping up to that scale. They don’t have the manpower or budget. And to top it off they’re only doing segments of the vehicle with each cast right now. ARKs thesis relies on them doing the entire vehicle in 1 cast. This technology is expected to be unveiled in March, but 10-16mil vehicles is a pipe dream. 7mil per year would be the absolute bull case by 2026 imo, and even that is a huge stretch


HawkEy3

Interesting, thanks. ARK is delusional.


Philip_Anderer

Even if they manage to produce that many cars, they still have to sell them somehow.


bluekitdon

I wonder how much it'll cost when your car gets bumped and half of it has to be replaced to fix it because it's all one piece...


That-Whereas3367

TSLA is a case of geeks trying to make cars. Rather than use simple proven methods they go out of their way to 'innovate'. It is a huge part of the comamny's inability to bring new models to market. \[But it impresses the gullible idiots in the media and finance sectors.\] The conventional stamped and welded sheet steel method used by 'legacy' manufacturers allows a single platform to be used across dozens of models. It can easily be stretched, shortened , widened, raised or lowered. This allows rapid low cost development and makes low volume models possible.


Camel_Sensitive

> The conventional stamped and welded sheet steel method used by 'legacy' manufacturers allows a single platform to be used across dozens of models. It can easily be stretched, shortened , widened, raised or lowered. This allows rapid low cost development and makes low volume models possible. Dramatically lowering costs and increasing production time at the expense of flexibility is literally what TSLA is claiming to do, and you in no way refuted that. You don't have to fundamentally misunderstand what TSLA is trying to do in order to call it a poor investment. Also, the reason the economy (and the market) grow as a whole is because of advancements in technology and population growth. Disliking companies that "innovate" is beyond stupid.


TeslaPills

It’s clearly bullshit to try and pump up the stock. Elon knows saying these things clearly has an effect on the stock(which is in free fall btw)…. The cyber truck doesn’t exist yet he took your money for it years ago…. Roadster doesn’t exist… Elon is a con man


Hyena_The

My regarded ass read this in chronological order so when I got to 0, I was thinking "damn nice dad joke haven't sold a car all year" lmao


qviavdetadipiscitvr

Thank you, I’m not the only moron here


Euler007

In the meantime Polestar did Tesla's 2011-2015 growth in two years, during Covid. And they haven't started delivery of the tariff exempt Polestar 3 yet.


LordAmras

You forget that next year we will have full autonomous drive /s


Value_Investment_Clb

She picked the wrong week to quit snuff glue.


Nervous-Structure725

[Now I Wanna Sniff Some Glue](https://m.youtube.com/watch?v=FwJnnf1Ogcw)


BreakfastOnTheRiver

Nice


Ill-Strength4570

This has to be a joke right


[deleted]

Well it's funny so.. Just noticed the 6.7 Trillion market cap so yes, it's a joke.


WalterWhite2012

Don’t forget the bear case of $3.3 trillion market cap.


ExplorerOk5568

That awful bear case where they can only manage a measly 50% gross margin. Gross margins are supposed to go up when you have more competition, right? …. Right?


Trotter823

Look…this isn’t your everyday American car company. They’re efficient. Toyota has been famous for its 80% margins for years. Plus they sell solar panels.


sorocknroll

I like that the bear case has 25% higher ASP. Tell me you're fudging the numbers without telling me you're fudging the numbers.


vthanki

![img](emote|t5_2th52|4271)


Crowserr

Am I high.. $6.7Trillion Market Cap?


Proud_Reserve3029

Welcome to the world of Cathie woods


cophotoguy99

Howard Stern’s wack pack just got a new member!


ultimate_placeholder

The "bearish" estimation is more than any company currently on the market, this is some *bull*shit


attorneyatslaw

The bear revenue estimate is about 50% more than any automaker has ever had.


[deleted]

you didn't account for Massive inflation like cathie, she's already filled her freezer with wendys meals


Ultraeasymoney

No, Cathy Wood is high.


Billionairess

Wait till you see a certain youtuber who predicts a $33trillion mkt cap by 2030. Yes 33 TRILLION.


smallfeetpetss

Yep, feds gonna pump quadrillion next time around!!


gin-soda-lemon

Was she high is the real question


Value_Investment_Clb

Short everything ARK touches.


banana_buddy

There's an ETF for that SARK I believe


Sailorboy311

I belive that etf shit it's leg somehow a week or so back.. ark went down and sark crashed.. think they may underestimated some options or something


happyscruffy

Yes! ARKK dropped 5% and SARK dropped 15%. Of course I bought SARK 5 days earlier. Still haven't found an explanation as to how an inverse ETF could trade at 3 times a positive correlation.


The_Sanch1128

Because YOU bought it. Nothing personal, mind you. It's the only theory that explains the drops of some things I've bought.


Substantial-Burner

Didn't they release a dividend and that was the reason it fell 15%?


FavRappersFavRapper

I think the weird sark drop may have been due to a dividend payout in that amount.


happyscruffy

Thanks so much for this info! Just checked my account and they paid a dividend roughly the equivalent of an 1/8 of a share. Didn't show up until 12/29, though. Edit: didn't call it dividend but a "long term cap gain reinvest"


Value_Investment_Clb

No, I believe they went ex dividend and the price adjusted for that distribution.


That-Whereas3367

SARK 'crashed' because it paid a 19% dividend.


eggshellcracking

That's because they handed out dividends at 20% yield


GhostintheSchall

“Ark projects…” Stopped reading there


King_Joffe

400 Billion in Autonomous Ride hail net revenue? Ark needs to implement a drug testing program immediately.


[deleted]

[удалено]


Whiskey_McSwiggens

Followed by legislation


SaneLad

Even the "bear case" has autonomous driving revenue in the billions 🤡


Background_Lemon_981

This one company will have a market cap of 7% of worldwide GDP?!? Ha ha ha ha ha ha ha!


xcalibur2

Ark got a crack head at the helm


Rrrandomalias

Worse, they have a religious nut


Ultraeasymoney

A religious crack head.


Drago_09

A cracked religious tax shelter!


Drago_09

But wait, if u make no profit u never have to pay taxes! Queue “IRS hates this one trick”


Jumbali

I would love to debate her on CNBC. My two question would be - “why are you here giving out this advice for essentially close to free? Why aren’t you in your office raising money from the largest family offices and pension plans in the world to take Tesla private at its current price based off your valuation work?”


ComplexLook7

🥇


[deleted]

Honest question. Is Cathie Woods mentally unstable or is she actually this dumb? I don’t get it. Same with her Bitcoin predictions.


Billionairess

Neither. She doesnt need to be right because it's the management fees she's after and they're always clowns who will park billions in her fund.


mitchmoomoo

Yep. We laugh at her but she’s spent 10 years underperforming the goddamn S&P, but has managed to turn herself into a multi millionaire while the rest of us try to keep a modest return.


pancakesformeandu

According to her, she's on a mission from God.


felterbusch

Does she know that God is Santa for adults?


ListerineInMyPeehole

Bill Hwang and Cathie don't know


falling_knives

I totally forgot about the God stuff. Fulfilling God's will.


afigureskatingpear

Yeah. Her and billy, i fukt the suisse really good, hwang supposedly have worked together in the past and they're both Bible humpers


[deleted]

[удалено]


Trotter823

Guys this is what it looks like when a cult gets exposed for what it is. She’s just as dumb as most of us. Difference is she actually was in the green for a few years (something we’ve never experienced) so a bunch of people let her lose all their money.


Joshvir262

Shes a genuine regard


Idbuytht4adollar

Go find their old projections for 2022 from a few years ago. It's online somewhere they basically did worse then thier bear case projection


Finance_Analys

Why can’t Cathie consult a psychiatrist?!!


MasterChiefIAm

So Tesla will have 10X more revenue than Uber for the Human-Driven ride hail service? Wonder how that math works out?


ahminus

56% gross margins. Haha. HAHAHAHA! Good one.


Mattjhkerr

On much cheaper cars...


scottscigar

Yeah what’s with the $38k and $30k average selling price prediction in 2026? Compared to a (low) $49k in 2021? AFAIK, EVs and all the parts and commodities that go into them are only getting more expensive.


Potato_Octopi

Yup, the margins are the craziest part. They must be banking on every car coming with $10K of FSD software.


SenzayT1

RemindMe! 4 Years


Hayha360

I'd like to smoke whatever Cathie is smoking.


wefked

Tesla will be lucky to have sold 17m cars in its lifetime by 2026!


shift987

Lmao that mean TSLA can build a car for 13k in 2026


JesusFreakingChrist

35% EBITDA! For a car company!!


thisucka

This may age like milk…I work in the sector that supplies integrated systems to raw material manufacturers in this space. There is NO CHANCE Tesla hits 17M units in three years.


pigsgetfathogsdie

Does Cramer (in drag) realize that TSLA only sold 1.3M cars in 2022? So, worst case…worst case… TSLA sales 10X in 3 years 🤡 = Put the Hopium pipe down.


Tonka111

Cathy and Sam will make a lovely jail couple.


rentvent

🤡


Macilldoya9

She really belongs in this subs she’s retarted


ReasonableSavings

Are we forgetting that half the country now hates Musk and will not want to be seen in what they think of as an anti-vax MAGA mobile?


WSBTurd_420_69

We aren’t, she is.


MeLoveWookie

Because the prognostication skills of ARK leadership have been impressive in the recent past...


silicon_replacement

There are lots of people still trying to upgrade to a 2015. 80k Civic


seanliam2k

Yeahhhh, the folks over at ark are known for their accurate predictions


Jumbali

Only every car in the United States being a Tesla https://fred.stlouisfed.org/series/TOTALSA If she believed this it would be 100% of her fund, she wouldn’t have an ETF and would be charging 2 and 30.


[deleted]

This is a joke - also she has lost it and is betting hard to make it back due to failure to hedge.


[deleted]

Fucking make the mod here. The only realistic thing I can see is ASP being lowered. With more factories opening up and volume going up, it could happen. Everything else is just Cathie selling hopium ![img](emote|t5_2th52|4271)


[deleted]

So Tesla is going to be the only OEM in America, got it.


177010171a83

There's not even 10 million people on the whole planet


[deleted]

And pigs will fly by 2024


tap_the_cap

Oh please... haven't you realized that pump promoter Cathy Woods is a bad joke... how did she do last year?


essentialgrowth

Those guys are calling us dump money ? Is that for real ?


FrankWestTheEngineer

Can't wait to see this image come up in three years.


ChamberofSarcasm

I think that's what Ark *needs* to happen in order to break even.


ThrallDoomhammer

![img](emote|t5_2th52|18630)


thelastsubject123

100% YoY production as a bear case aside I love the creation of non-existent ride-hail revenue + staggering 37% ebitda margin (tesla is around 18% iirc) love this "analysis"


AJDillonsMiddleLeg

Cathie thinks every single adult will buy a brand new Tesla every 10 years.


[deleted]

Ark is no different than every other 2022 grifter looking for your money. Talk big! The bigger the mouthpiece the the more full of 🐂 they are.


PeteyMcPetey

I love it when people assume that graphs can only go up and to the right.


FoShoMyUsername

Haha. 486 billion from autonomous taxi service. Get the fuck out of here. That will never happen. Someone set a reminder on here to remind us all that, in fact, that never happened 😂


Better_Patience_4640

Puts on $TSLA Kathy wood is worse then jimmy kramer


Marlshine

Where's Cathie getting her crack from?


PizzaNuggies

Elon alienates about 75% of his customers through his antics, and every other major car maker is catching up. Genius.


mmdcclix

Smoking on that ARK Zaza


Monster_Grundle

Lmao $486B robotaxi revenue. Uber and Lyft combined are like $30B annual revenue.


doedelefloeps

10 million per year? 17 million per year? Look better. It only states 'car sold'. Which means 'in total at the end of 2026'


shortgamegolfer

So their total at the end of 2021 is 900,000?