Which #Tesla bonds are best to invest in? $TSLA

Update: It appears that #Tesla may have taken the blurb I quoted, regarding hardware off its website. At best it was misleading. If it referred to hardware meaning software was not covered by the statement, that could be misleading to many. Tesla obviously does not have the software to create a self driving car.

Having the hardware to do something without having the software really is meaningless in terms of actual capability. $TSLA

Very feeble argumentation, such as #Tesla has been profitable for 2 quarters or Tesla is a Silicon Valley startup, so it has" the potential to do things much better than the status quo dictates"

The truest of your statement, is that yes, there is a possibility of a short squeeze, which would be advantageous to shareholders in the short term and would certainly hurt the short side. But it wouldn’t, in any case, invalidate skeptics’ worries about the company, nor would it suddenly improve Tesla’s dire financial situation, nor improve its amazingly unproductive factory.

Your analysis is based on hubris, not facts and certainly not numbers, such as the debt level of Tesla, the losses every quarter, and their implication on Tesla’s potential to invest in a new factory or simply not go broke.

When you mention a number, such as 25 % gross margin, you do not for a moment question it, or compare the way Tesla calculates gross margin vs the rest of the car industry.

You base your projections on nothing, such as “I believe Tesla will be profitable in mid-2019”. Care to share your simulation model?

Elon Musk cannot be trusted. Absolutely. He refuses to rename Autopilot, a misleading brand and false advertising claim. Almost all his financial & production numbers projections end up being wrong. The $TSLA Shareholder's newsletter is a lie vs 10-Q. He already said in 2012 that Tesla would never need to ever raise another funding round, and we know what happened since. He has a board which is composed of friends and family. He had Tesla purchase SolarCity, a great deal for him and his cousins, a horrible deal for Tesla shareholders.

A few facts:

-Tesla is hemorrhaging money on 45+k Model 3;

- Tesla is hemorrhaging senior executives;

- Tesla is losing money at a fast pace;

-Tesla has no superiority in “extensively automated production”, contrary to what you write, against all facts: productions numbers almost always come up short, Musk himself acknowledging too much automation, loss per can, need to move from 5x2 shifts per week to 7x3 shifts per week, and so forth;

- ZEV credit will end within 2 years, which will be a huge competitive advantage for new entrants, unless laws are changed;

- The demand for S and X is low;

- It is strictly impossible for Tesla to begin producing Y & trucks soon.

- Anecdotal evidence, which would need to be checked, is that Tesla is totally overwhelmed by support, can’t sell its customer base spare parts as needed, and even loses service requests. That’s a great way to alienate Tesla supporters or champions in the course of a few years.

- The automobile industry is not a pure tech industry. Yes, Tesla benefits from a first mover advantage. But it’s probably not that significant since an electric car is much simpler to build than a traditional car, since most of the competition has decades of experience building vehicles, and since Tesla has not built a competitive advantage with a superior battery technology.

Man, everyone is so down on $TSLA lately. Some of us still have faith in #Tesla.

If #Tesla had time on their side, they could likely come back from this without too much difficulty, but time is not on their side. The company is bleeding cash and keeps missing it's targets for finished cars. Things are looking pretty dire for the company.

That being said, if anyone can pull a magic rabbit out of his hat, it's $TSLA's #ElonMusk.

I suggest you dig deeper into those ER numbers - not as good as you think. Lower margins, delayed payments to creditors. Bearish on $TSLA

Some truth to that - without all of #Tesla's previous "cash burning," they’d still only be producing a few 1000 roadsters per year. $TSLA

You offer much food for thought @[Brian Ramsey](user:59104). I hadn't put much though into it, but it is highly suspicous that #Tesla does not collect telemtry data. I suspect they do, but do not make that information publicly known to protect themselves from lawsuits. That being said, I do think $TSLA has some potential.

@[Gary Anderson](user:4798), I don't think #autonomouscars are a scam, it is just that there is a long way to go. But of the companies trying to dominate this space, wouldn't you say that #Tesla is one of the most likely to eventually succeed? I believe it will simply take much longer than they let on. $TSLA

It sounded like #Musk was shocked that the launch even worked. At the very least it boosted confidence in his abilities as well as the likely success of all of his companies. Bullish on #Tesla. $TSLA.