There are two Teslas:
The one in #Musk's head, full of #Robotaxis and dreams.
The one on the balance sheet, which is a failing car company with no profits and collapsing demand.
For years, the dream kept the stock alive. After the Q2 disaster, the reality will finally kill it.
Bearish on $TSLA and #Tesla
I don't like $TSLA. #Tesla still has safety riders and remote backup. Not ready for primetime. This is where #WAYMO was about a decade ago in terms of development.
Bearish
Alright. I'm a fan of #Rivian, but 11.7k CT's sold in Q2? That's 2k short the amount of vehicles (R1S, R1T, AND EDV) Rivian delivered. Rivian sold less consumer vehicles than #Tesla sold Cybertrucks and the Cybertruck wasn't even discounted like the majority of Q2 Rivian sales. $RIVN$TSLA
$TSLA is a dead stock now thanks to #ElonMusk who can’t stop fighting other billionaires, alienating everyone and constantly posting nonsense on X. He's ruining #Tesla.
I like #Tesla and love my car, but can't stand #Musk. He's too unstable and volatile. I think $TSLA would do some much better if he took a backseat and remained the company's Visionary in Chief, and let someone more stable be the CEO.
From day one I said that I did not believe #Musk was serious about his #Twitter offer. He says a lot of things on social media that simply isn't true, seemingly only to see what kind of impact it will have. Remember when he announced on social media that he was ready to take #Tesla private? That turned out to be BS as well. $TSLA $TWTR
Elon no advertisements policy… 3 million Twitter followers 1/3 of entire base crazy 😜 Only advertising needed friend…The news 🗞 followers he & #Tesla will be fine. $TSLA
I don't trust Musk and he's a bit unstable. Too hard to know if he's serious about all this. But when he tweeted his intentions to buy #Twitter, take it private and said sunding was secured, it reminded me that he got into some hot water with the SEC for saying the exact same thing about #Tesla, and it turned out to not be true. $TWTR $TSLA
A bit confusing here. The article states that #Tesla employees leaked docs showing they bought aluminum from Russia. But then says " No details were provided in the documents that suggested Russian aluminum was shipped to the US." So which is it?
Chief Executive Officer #JimFarley wants to wall off #Ford’s electric operations from its internal combustion engine business and has even considered spinning off one or the other, people familiar with the effort said. A spinoff could generate the kind of earnings multiples that have given #Tesla a market value approaching $1 trillion.
But splitting the company, which Ford says it isn’t planning, may prove too difficult, so Farley instead may simply separate the EV business internally as its own unit as part of a broad reorganization that seeks to give Ford an edge in the electric age. $F$TSLA
#Tesla's days are numbered. Other EV companies will destroy them... e.g. #Ford with there trucks alone!! Wait till #Honda and #Toyota come out. $TSLA $F
Tesla Inc. Stock: Musk’s Robotaxi Dreams Clash With Wall Street Worries
Did Tesla Just Take The Robotaxi Lead?
Elon Musk Says ‘I Don’t Follow BYD’ — But The Chinese EV Giant Is Hard To Ignore
#Tesla will NEVER beat #BYD on a cost per unit basis and is only dominant in North America due to tariffs
$TSLA $BYDWas Tesla's Cybertruck The Best-Selling US EV Pickup In Q2?
Alright. I'm a fan of #Rivian, but 11.7k CT's sold in Q2? That's 2k short the amount of vehicles (R1S, R1T, AND EDV) Rivian delivered. Rivian sold less consumer vehicles than #Tesla sold Cybertrucks and the Cybertruck wasn't even discounted like the majority of Q2 Rivian sales. $RIVN $TSLA
Was Tesla's Cybertruck The Best-Selling US EV Pickup In Q2?
I don't understand how anyone can buy that #Tesla #cybertruck. It has to be the ugliest truck I've ever seen!
Tesla’s Ennui
$TSLA is a dead stock now thanks to #ElonMusk who can’t stop fighting other billionaires, alienating everyone and constantly posting nonsense on X. He's ruining #Tesla.
Is Tesla A Bargain Now As It Trades At Two-Year Lows?
Trades at 2 year lows and is on the road to bigger profits. No worries here. Bet on #Tesla and #ElonMusk. $TSLA
Fallow Tesla
I like #Tesla and love my car, but can't stand #Musk. He's too unstable and volatile. I think $TSLA would do some much better if he took a backseat and remained the company's Visionary in Chief, and let someone more stable be the CEO.
Elon Musk Wants Out, But Twitter Says It Will Force Him To Close The Sale
From day one I said that I did not believe #Musk was serious about his #Twitter offer. He says a lot of things on social media that simply isn't true, seemingly only to see what kind of impact it will have. Remember when he announced on social media that he was ready to take #Tesla private? That turned out to be BS as well. $TSLA $TWTR
Elon Musk's Twitter Bid Means Political Risk For Tesla
Elon no advertisements policy… 3 million Twitter followers 1/3 of entire base crazy 😜 Only advertising needed friend…The news 🗞 followers he & #Tesla will be fine. $TSLA
Maybe Not Rush To Buy Twitter, But Definitely Don't Sell
I don't trust Musk and he's a bit unstable. Too hard to know if he's serious about all this. But when he tweeted his intentions to buy #Twitter, take it private and said sunding was secured, it reminded me that he got into some hot water with the SEC for saying the exact same thing about #Tesla, and it turned out to not be true. $TWTR $TSLA
Tesla Bought Russian Aluminum To Make Body Shells For Model Y
A bit confusing here. The article states that #Tesla employees leaked docs showing they bought aluminum from Russia. But then says " No details were provided in the documents that suggested Russian aluminum was shipped to the US." So which is it?
Ford Reportedly Plans To Separate Its EV Business: Here's Why
Chief Executive Officer #JimFarley wants to wall off #Ford’s electric operations from its internal combustion engine business and has even considered spinning off one or the other, people familiar with the effort said. A spinoff could generate the kind of earnings multiples that have given #Tesla a market value approaching $1 trillion.
But splitting the company, which Ford says it isn’t planning, may prove too difficult, so Farley instead may simply separate the EV business internally as its own unit as part of a broad reorganization that seeks to give Ford an edge in the electric age. $F $TSLA
BofA Predicts Tesla EV Market Share In US Will Collapse From 69% To Just 19% By 2024
19% of 3M by 2024 is only 570k sales int he US. You willing to bet against #Tesla only selling ~170k more vehicles in two years? $TSLA
Nio Making Big Moves In US, Reports Say Chinese EV Maker Setting Up Shop In California
#Nio barely sold 10k in December in China, #Tesla sold 70k, yet you think they will do well in US? $NIO $TSLA
Why This Analyst Thinks Tesla Is A $2,500 Stock, And When It May Reach That Price Target
#Tesla's days are numbered. Other EV companies will destroy them... e.g. #Ford with there trucks alone!! Wait till #Honda and #Toyota come out.
$TSLA $F