Tesla Earnings 4/22 - Judgement Day For Elon

[fatpiggy]

Tesla to announce after the close.

1) CyberTruck sales have been poor and below expectations. Not really a needle mover for the stock either way.
2) Brand damage - Is real. Anti-Elon hate probably causes about a 10% drop in sales.
3) Car sales remain low - This is expected due to switchover from old model Y to new model Y

4) Low Cost Vehicle - This is throwing everyone for a curveball. Is there a low cost vehicle coming? Is it the robotaxi? Until yesterday there were no clues, then some pics of what seemingly are robotaxi castings are released.

5) Is FSD going to be starting in June? When will FSD unsupervised be released?
6) Optimus?


7) Energy - has been outperforming. Really outperformed in the 4q of last year and i expect that to continue today.

Expectations are for the stock to move 11% once the news is released. Trading $236 now so expected range seems to be about $210 to $270

Place your bets.

 

[fatpiggy]

What an embarrassment these people are!

 

[yoshi121374]

What an embarrassment these people are!

View embedded media

If this is real then they should go to prison. Also monumentally idiotic to film yourself breaking the law.

This is vandalism and not political activism.

 

[DW4_2016]

Tesla to announce after the close.

1) CyberTruck sales have been poor and below expectations. Not really a needle mover for the stock either way.
2) Brand damage - Is real. Anti-Elon hate probably causes about a 10% drop in sales.
3) Car sales remain low - This is expected due to switchover from old model Y to new model Y

4) Low Cost Vehicle - This is throwing everyone for a curveball. Is there a low cost vehicle coming? Is it the robotaxi? Until yesterday there were no clues, then some pics of what seemingly are robotaxi castings are released.

5) Is FSD going to be starting in June? When will FSD unsupervised be released?
6) Optimus?


7) Energy - has been outperforming. Really outperformed in the 4q of last year and i expect that to continue today.

Expectations are for the stock to move 11% once the news is released. Trading $236 now so expected range seems to be about $210 to $270

Place your bets.

‘Anti Elon hate’ comes from Elon being a douchebag. People don’t want to buy his cars and support that asshole. Trashing dealerships and cars is different than consumer demand shifting. One should lead to jail and the other is demand shift.

 

[yoshi121374]

‘Anti Elon hate’ comes from Elon being a douchebag. People don’t want to buy cars and support that asshole. Trashing dealerships and cars is different than consumer demand shifting. One should lead to jail and the other is demand shift.

Honestly, he would have done so much better to stay out of the limelight. The more crazy shit with a chainsaw and dressing like a weird ninja he pulled, the worse he looked.

He just looks kooky and he fits the exact narrative of an odd social duck who loves Ketamine.

 

[fatpiggy]

‘Anti Elon hate’ comes from Elon being a douchebag. People don’t want to buy his cars and support that asshole. Trashing dealerships and cars is different than consumer demand shifting. One should lead to jail and the other is demand shift.

We will see what Elon pulls out of his sleeve today. I think he may have something, although i think it's an uphill battle for the stock.

I only see the stock going up if some surprise related to Robotaxi or FSD is announced.

Im a buyer at $190 and a seller at $375 or so.

If FSD unsupervised comes out early, watch out above. It's ready. I use it everyday. I would let it take me anywhere.

 

[yoshi121374]

We will see what Elon pulls out of his sleeve today. I think he may have something, although i think it's an uphill battle for the stock.

I only see the stock going up if some surprise related to Robotaxi or FSD is announced.

Im a buyer at $190 and a seller at $375 or so.

If FSD unsupervised comes out early, watch out above. It's ready. I use it everyday. I would let it take me anywhere.

The trouble with Elon is that we know he loves to over promise and under deliver. I don't know how much faith investors have in predictions from him.

 

[fatpiggy]

The trouble with Elon is that we know he loves to over promise and under deliver. I don't know how much faith investors have in predictions from him.

I agree. I think that is why the stock will be under pressure if he doesn't deliver something today.

 

[UrHuckleberry]

If this is real then they should go to prison. Also monumentally idiotic to film yourself breaking the law.

This is vandalism and not political activism.

Agreed

 

[fatpiggy]

Big MIss.

$.29 actual vs $.38 estimate


For some reason the stock is up a little after the announcement. $240

Im sure the reaction is waiting for the news conference.

 

[yoshi121374]

Big MIss.

$.29 actual vs $.38 estimate


For some reason the stock is up a little after the announcement. $240

Im sure the reaction is waiting for the news conference.

Oof. That's pretty bad.

Guesses on how this goes?

 

[fatpiggy]

Oof. That's pretty bad.

Guesses on how this goes?

Depends on the Robotaxi announcement.

If it’s delayed or not a large launch, I think it goes down.

If it’s ahead of schedule or if unsupervised FSD is released it may skyrocket

 

[fatpiggy]

$240 is too high for that earnings release.

I’m not sure what Elon can say to keep the stock up. It’s going to be under massive pressure.

 

[PalmettoTiger1]

Tesla to announce after the close.

1) CyberTruck sales have been poor and below expectations. Not really a needle mover for the stock either way.
2) Brand damage - Is real. Anti-Elon hate probably causes about a 10% drop in sales.
3) Car sales remain low - This is expected due to switchover from old model Y to new model Y

4) Low Cost Vehicle - This is throwing everyone for a curveball. Is there a low cost vehicle coming? Is it the robotaxi? Until yesterday there were no clues, then some pics of what seemingly are robotaxi castings are released.

5) Is FSD going to be starting in June? When will FSD unsupervised be released?
6) Optimus?


7) Energy - has been outperforming. Really outperformed in the 4q of last year and i expect that to continue today.

Expectations are for the stock to move 11% once the news is released. Trading $236 now so expected range seems to be about $210 to $270

Place your bets.

My wife is bought in and loves the Musk DOGE

 

[fatpiggy]

$240 is too high for that earnings release.

I’m not sure what Elon can say to keep the stock up. It’s going to be under massive pressure.

Looks like I was wrong

 

[dpic73]

Looks like I was wrong

Due to stepping away from DOGE it looks like. Hopefully he learned his lesson that being a cruel tycoon doesn't pay

Closing Bell Movers: Tesla jumps on Musk plans to pare back his DOGE work - TipRanks.com

In the opening hour of the evening session, U.S. equity futures are sharply higher, tacking on to broad-based gains seen during Tuesday’s regular hours. S&amp...

www.tipranks.com

 

[firegiver]

fun fact: if TSLA stock hits 130 there will be a margin call on Musk and he will owe BILLIONS

 

[fatpiggy]

Due to stepping away from DOGE it looks like. Hopefully he learned his lesson that being a cruel tycoon doesn't pay

Closing Bell Movers: Tesla jumps on Musk plans to pare back his DOGE work - TipRanks.com

In the opening hour of the evening session, U.S. equity futures are sharply higher, tacking on to broad-based gains seen during Tuesday’s regular hours. S&amp...

www.tipranks.com

Yeah, he said he would be with Doge “through the administration “

Try again

 

[fatpiggy]

fun fact: if TSLA stock hits 130 there will be a margin call on Musk and he will owe BILLIONS

Got another 60% lower to go.

The battery business is worth $100 alone.

Not happening

 

[fatpiggy]

NGL I’m surprised the stock is higher after this report. Will be interested to see action tomorrow.

Market must see potential for FSD.

I have preached that it works. It is beyond amazing. And if we are being honest that is an understatement. It is super human. Literally.

 

[firegiver]

NGL I’m surprised the stock is higher after this report. Will be interested to see action tomorrow.

Market must see potential for FSD.

I have preached that it works. It is beyond amazing. And if we are being honest that is an understatement. It is super human. Literally.

View embedded media

I don't believe him. He's made this claim before, the platform doesn't work for FSD.

 

[fatpiggy]

I don't believe him. He's made this claim before, the platform doesn't work for FSD.

FSD works. That's all i can say. I use it everyday. It works. It's simply amazing.

When people try it for the first time the average reaction is "That was unfvcking believable!"

 

[yoshi121374]

FSD works. That's all i can say. I use it everyday. It works. It's simply amazing.

When people try it for the first time the average reaction is "That was unfvcking believable!"

I'm sure it's awesome, until it plows over a pedestrian.

The first to the market many times get the accolades, and then they get squashed when others improve on your attempts and ideas.

 

[firegiver]

Tesla's don't have the key tech needed for FSD. It's why they are not leading the market, its not for lack of money or engineers, its poor decisions on design.

 

[UrHuckleberry]

I'm sure it's awesome, until it plows over a pedestrian.

The first to the market many times get the accolades, and then they get squashed when others improve on your attempts and ideas.

Saw Waymo with robotaxi's all over the place in Tempe two months ago. Didn't hear of any issues with pedestrian's etc.

 

[fatpiggy]

I'm sure it's awesome, until it plows over a pedestrian.

The first to the market many times get the accolades, and then they get squashed when others improve on your attempts and ideas.

Nope. It stops for pedestrians, even acknowledges their hand gestures.

There is no close second on FSD. Did you see what the chinese company posted 2 days about FSD when comparing the two?

I think the next competitor is 5-10 years behind.

 

[fatpiggy]

Tesla's don't have the key tech needed for FSD. It's why they are not leading the market, its not for lack of money or engineers, its poor decisions on design.

LOL.

Has never ridden with FSD. I'd bet my life savings on it.

 

[yoshi121374]

LOL.

Has never ridden with FSD. I'd bet my life savings on it.

Sounds like you have lol. I honestly hope that it doesn't bite you in the ass. I am sure that you are exaggerating and you are more diversified than that lol.

 

[fatpiggy]

Sounds like you have lol. I honestly hope that it doesn't bite you in the ass. I am sure that you are exaggerating and you are more diversified than that lol.

No, sorry for the confusion. I would bet that firgiver has never ridden with FSD.

I unfortunately did sell 1/2 my tesla stake after the earnings announcement yesterday when it didn't go down. I'll try to get it back before too long. Just felt like Wall Street would be impatient. Tesla represents about 20% of my holdings and NVDA another 20%, the rest indexed. Just picked the NVDA up recently, around current levels. Their earnings are 5/28 and i think they will outperform.

Tesla says they will gradually remove the nags for paying attention. Every release the nags will get less and less.

I know you won't buy a tesla, but have a friend give you a ride. The technology is amazing even if it is Elons company./

 

[yoshi121374]

No, sorry for the confusion. I would bet that firgiver has never ridden with FSD.

I unfortunately did sell 1/2 my tesla stake after the earnings announcement yesterday when it didn't go down. I'll try to get it back before too long. Just felt like Wall Street would be impatient. Tesla represents about 20% of my holdings and NVDA another 20%. Just picked the NVDA up recently, around current levels. Their earnings are 5/28 and i think they will outperform.

Tesla says they will gradually remove the nags for paying attention. Every release the nags will get less and less.

I know you won't buy a tesla, but have a friend give you a ride. The technology is amazing even if it is Elons company./

I actually not anti Tesla at all. It's amazing technology and I applaud them for actually being a viable, new technology to the consumer market. That's incredible.

The hard part in life is coming up with the next thing. I would suggest that is where most tend to fail. The tech world is littered with giants who were passed by.

If the cyber truck is what's next I have serious concerns. That thing is hideous.

I can certainly separate my feelings about Tesla from Musk. My concern is that Musk is actually a drag on the company at this point. Whether it's drug use as has been suggested, or something else, his behavior has been erratic and his attention divided.

 

[PontificatingUnifex]

I actually not anti Tesla at all. It's amazing technology and I applaud them for actually being a viable, new technology to the consumer market. That's incredible.

The hard part in life is coming up with the next thing. I would suggest that is where most tend to fail. The tech world is littered with giants who were passed by.

If the cyber truck is what's next I have serious concerns. That thing is hideous.

I can certainly separate my feelings about Tesla from Musk. My concern is that Musk is actually a drag on the company at this point. Whether it's drug use as has been suggested, or something else, his behavior has been erratic and his attention divided.

I think Musk aligning with the far right is going to kill the brand and it’s going to take a few more cycles to see it was not a temporary sales trend. The only way to balance the sales losses would be if enough people who have mocked leftists buying EV’s now decide to buy Teslas.

 

[firegiver]

LOL.

Has never ridden with FSD. I'd bet my life savings on it.

Of course I have, I owned a 2018 model 3.

 

[yoshi121374]

I think Musk aligning with the far right is going to kill the brand and it’s going to take a few more cycles to see it was not a temporary sales trend. The only way to balance the sales losses would be if enough people who have mocked leftists buying EV’s now decide to buy Teslas.

Agreed, and frankly I don't know if they will.

It's perceived as pretty liberal to use Alternative fuels.

 

[fatpiggy]

And so it begins. Baby steps

 

[fatpiggy]

Of course I have, I owned a 2018 model 3.

Please try the new version.

I have never used an old version, but it would be akin to having not updated your phone for a few years. Wouldn’t work too well.

 

[fatpiggy]

I think Musk aligning with the far right is going to kill the brand and it’s going to take a few more cycles to see it was not a temporary sales trend. The only way to balance the sales losses would be if enough people who have mocked leftists buying EV’s now decide to buy Teslas.

After the earnings announcement yesterday and the stock performance today, I think that is Wall Street saying Tesla is an AI company, not a car company.

Car sales is not going to be where the money is.

 

[fatpiggy]

 

[yoshi121374]

After the earnings announcement yesterday and the stock performance today, I think that is Wall Street saying Tesla is an AI company, not a car company.

Car sales is not going to be where the money is.

Completely agree here as far as the car company. I would have leaned more into battery and charging tech and licensing that out to others being the core business.

Truly I'm not sure about AI and it's such a young tech I don't know who is going to lead the way on that yet.

 

[dbjork6317]

Objectively awful earnings report for TSLA yet stock is up 8% today. Sometimes the market just doesn’t make a ton of sense. Which really begs the question on whether or not the market is as strong an indicator of economic health as it once was.

 

[fatpiggy]

Completely agree here as far as the car company. I would have leaned more into battery and charging tech and licensing that out to others being the core business.

Truly I'm not sure about AI and it's such a young tech I don't know who is going to lead the way on that yet.

Reminds me of the dot com era.

When the internet came about in the late 90's everything under the sun got a .com

Took a while for the good businesses to separate from the bad ones. Feel like that's what's going on right now with AI. It's an amazing technology but finding use cases seems to be the road block. I could see that leading to a lot of innovation.

Very excited about the future. My hope is a higher quality of living at a cheaper price for everyone.