@PolitiReality

Investor and trader. Have owned many EVs. Focused on value both long/short. NEVER INVESTMENT ADVICE - ALWAYS OPINIONS 🇺🇸

Joined September 2019
Looks like the $TSLA energy was a huge miss with the consensus at 15.4kWh and the actual at 13.7kWh The business is stagnant with rising competition, rising costs, and this is all in a booming economy...imagine the losses coming when things slow... GAAP estimate .19 for Q3 with a cash burn of $2.7B
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Selling $372s is soooooooo tasty Mmmmmmmmmmmm $TSLA
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Pay no attention to the man behind the curtain please $TSLA
Every Unsupervised Tesla Cybercab and Cybertaxi operates within a geofenced zone. “If you need a geofenced area, you don’t have real self-driving” - Elon
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Assuming my delivery estimate for Q3 holds near 449K, I expect GAAP to come in at .03-.05 for the Q, making the extrapolated PE next 12 months, right around... drumroll please... 2500:1 what's two millenium amongst friends to make back a valuation:-)
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My delivery estimate for Q3 is 449k $TSLA
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Who thinks Musk should be the first human to ride Starship into space? Seems only fair that the guy who will safe it is safe, should prove it himself... Of course, this will never happen...which tells you all you need to know... $SPCX $TSLA
50%Musk should be the first
0%Musk should send Kimball
50%Musk will refuse 100%
4 votes • Final results
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Hmmm... $SPCX
Massive SpaceX rocket explodes in a fireball as it hits ocean following test flight
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I can't even begin to imagine how the Dems will go after Musk et al, if they win the house... Thoughts?
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Political Reality retweeted
Hmmmm… are $TSLA’s Q3-2026 China sales not looking so 🔥; second domestic 🇨🇳 price cut in 20 days? 🤔
BREAKING: Tesla cuts China prices for the 2nd time in 20 days
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Here's a most amazing stat... $TSLA could drop by ~90% and still be ~50% overvalued vs the remaining MAG6 current PE.
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Open source ADAS could completely decimate $TSLA ADAS aspirations...this is damning news.
My FSD subscription ended last January, and this isn’t Tesla Autopilot. I installed a comma four in February, eight months of Level 2 ADAS I own outright in my Model Y. This is sunnypilot, an open source fork of @comma_ai's openpilot. No longer renting a closed system.
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Robotaxis will be a race to the bottom - and for $TSLA that assumes it can even get to scale and keep consumer confidence around safety. Regardless, markets look ahead, and 5 years out, there will likely be 10 competitors and even 10% share at profitability as price wars ensue may be impossible.
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We are coming up on 7 years since the carnival barker said he would have 1MM Robotaxis on the road, and a year since 50% of the US would have them, and two years since the Warner Bros lot stunt. The reality -- a handful of cars in a single city, maybe two, driving a handful of influencers, and maybe some unsuspecting citizens riding in a closely managed geo-fenced area. The market smells a rat, the moat is gone, the upside is inconsequential even if achieved, and the time has likely come for the re-rating of the meme know as $TSLA
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My GAAP early estimate for Q3 is .07 which would have $TSLA trading at more than 1300:1 PE on a 12 month extrapolated basis. And at a MAG6 Multiple would make $TSLA worth around $15 a share...
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Yup! But the paid pumper clowns love to ignore reality. $TSLA
They seriously did it for the joke. Those are the registered vehicles, but we know that only about 10% of them are active at any given time. The whole idea of driverless ride-hailing is that you can keep them on the road all the time except for charging, cleaning and service, yet Tesla is running them 10% of the time?
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I won't be remotely supposed to see $TSLA in double digits by end of year...
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