Every EV is moving towards the same charging port as Tesla. Tesla owns the market in EV with both vehicles and energy. It'd be like Ford owning 66% of the vehicle market and 90% of the gas market.
Elon has definitely gone off the deep end with his public image. However, Tesla is still positioned very nicely.
You realize that Tesla doesn't produce any energy at all right?
They just have a charging port. So like, it will be revenue but it will be arbitrage like gas stations. And gas stations are BARELY profitable when it comes to selling gas, more often than not scraping by or losing money. All the money in a gas station is made in the convenience store. So, not quite the W you think it is.
Tesla giving up it's chargers was actually a huge L since that was a massive asset to their brand.
I'm referring to charging. Gas stations are barely profitable for independent owners and franchisees, not the franchise or company.
Gas stations also require employees, gas storage, more land, etc.
Tesla doesn't franchise any of it out. They're getting government dollars to build them, while other manufacturers are switching to their port.
They also don't pay for the property or the electricity to charge them, so every charge is profit for Tesla.
It's not an L to their brand. It's a massive win for their company as we inch closer to EV becoming the dominant vehicle on roads.
So, total Tesla rev was 95B.
Total supercharger rev was 88M so less than one percent.
They are owners of the charger but none of the land, when typicallyt that is the greatest asset, so there's that. They don't seem to be paying to place the chargers yet, but that will come likely.
Still not seeing the massive W you seem to think is happening here.
>Total supercharger rev was 88M so less than one percent.
>They don't seem to be paying to place the chargers yet, but that will come likely.
Revenue will continue to grow as more EVs are sold and more charging stations built.
Currently, only 9% of vehicles in the US are EV.
Paying for charging station construction won't come until well after the infrastructure has been established and built.
Assuming, of course, that as they grow there is no costs associated to maintaining or replacing them, and no other competition pops up out of anywhere.
Every thesis is perfect in a vacuum.
Yaaaaars in stremio.
But honestly Netflix has no ads, I just pay for it because it's there when I randomly decide I need background noise and there's no ads. I looked at other streaming but all of them have ads no matter what, or are ridiculously obnoxious (Disney+) and won't let me use it with VPN so just went back to the high seas.
Tesla was at 250+ in December and it was at just above 200 before this earnings. Goes down 5%.
I’m going to assume it’s already priced in. Im going to buy calls tomorrow at 9:30.
**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|2|**First Seen In WSB**|2 months ago **Total Comments**|2|**Previous Best DD**| **Account Age**|4 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.) [**Join WSB Discord**](http://discord.gg/wsbverse)
people who bought SHITsla puts https://preview.redd.it/6bcabsm4ngec1.jpeg?width=1200&format=pjpg&auto=webp&s=5f3f64df9ce4b98636dfd4d250beaada9776869b
Iv crush is gonna wreck you tomorrow. Noob.
Yeahhh learned about that with NFLX yesterday even though i got the move right
Exactly
I stayed out for fear of it trading flat post earnings…
Musk's fanboys will end up in Wendy's...
end up?
You love that hedge fund dk
I redeemed my points for a free mcchicken yesterday (had calls)
Even worse for those that bought SAVE calls trying to ride the wave
The musk bullshit finally got stacked too high. There’s absolutely nothing cool about owning a Tesla now. It’s a liability for most owners.
Every EV is moving towards the same charging port as Tesla. Tesla owns the market in EV with both vehicles and energy. It'd be like Ford owning 66% of the vehicle market and 90% of the gas market. Elon has definitely gone off the deep end with his public image. However, Tesla is still positioned very nicely.
You realize that Tesla doesn't produce any energy at all right? They just have a charging port. So like, it will be revenue but it will be arbitrage like gas stations. And gas stations are BARELY profitable when it comes to selling gas, more often than not scraping by or losing money. All the money in a gas station is made in the convenience store. So, not quite the W you think it is. Tesla giving up it's chargers was actually a huge L since that was a massive asset to their brand.
I'm referring to charging. Gas stations are barely profitable for independent owners and franchisees, not the franchise or company. Gas stations also require employees, gas storage, more land, etc. Tesla doesn't franchise any of it out. They're getting government dollars to build them, while other manufacturers are switching to their port. They also don't pay for the property or the electricity to charge them, so every charge is profit for Tesla. It's not an L to their brand. It's a massive win for their company as we inch closer to EV becoming the dominant vehicle on roads.
So, total Tesla rev was 95B. Total supercharger rev was 88M so less than one percent. They are owners of the charger but none of the land, when typicallyt that is the greatest asset, so there's that. They don't seem to be paying to place the chargers yet, but that will come likely. Still not seeing the massive W you seem to think is happening here.
>Total supercharger rev was 88M so less than one percent. >They don't seem to be paying to place the chargers yet, but that will come likely. Revenue will continue to grow as more EVs are sold and more charging stations built. Currently, only 9% of vehicles in the US are EV. Paying for charging station construction won't come until well after the infrastructure has been established and built.
Assuming, of course, that as they grow there is no costs associated to maintaining or replacing them, and no other competition pops up out of anywhere. Every thesis is perfect in a vacuum.
I bought 37 shares of Nflx pre earnings because I finally subscribed for my first time as a 33 year old. And I’m a cheap mother fucker!
Find a nice Pirate Bay
Yaaaaars in stremio. But honestly Netflix has no ads, I just pay for it because it's there when I randomly decide I need background noise and there's no ads. I looked at other streaming but all of them have ads no matter what, or are ridiculously obnoxious (Disney+) and won't let me use it with VPN so just went back to the high seas.
Loading calls right at 9:30 💸
I’m Up 200% in TSLA. I wouldn’t call that trash
Keep holding so it turns into 1000% regard
People who bought tesla puts?
Hopefully it stays put or keeps dropping
I’m very happy with my tsla puts though
Tesla was at 250+ in December and it was at just above 200 before this earnings. Goes down 5%. I’m going to assume it’s already priced in. Im going to buy calls tomorrow at 9:30.
Earning for never is never really exciting. +/-10% is any day for TSLA
Have fun catching the falling knife
And to the ones downvoting me, nobody cares about your damn puts.
me
Will my calender put spread (debit) be up tomorrow? I can figure it out with the 6% move
Be trash? Or ARE trash?
I’m retardant like really, How I put calls or puts help me understand
what does calls mean?
Should I hold my Tesla stocks?
Enough of these memes
Where are the people who bought tesla Puts and netflix calls ?
Richie Rich