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Tesla the profit margin leader in the automotive industry, and this is before the hugely profitable Berlin, Austin, and Shanghai expansion have even begun to ramp. $tsla

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Bullish $tsla

Jim Cramer just said he’s kicking Tesla $TSLA out as a member of the Magnificent 7



Dan O’Dowd doesn’t really get how stock valuation works, apparently.

Here’s another way to look at $TSLA's post-covid “growth story”, it's in the past. After a year of 3% growth and a 24% decline in EPS, does this really look like a company that deserves an above average P/E ratio?

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Overall, strong Q4'23 and 2023 results for $TSLA imo, and exciting prospects on the horizon in 2025 (next gen vehicle, full CT ramp), but near term looks choppy. With $29B in cash and $2B in FCF, time to launch a buyback?


energyvest Reposted

In light of today’s news, I thought I would try to take a step back and provide perspective on what this is really all about. I first became concerned about @Harvard when 34 Harvard student organizations, early on the morning of October 8th before Israel had taken any military…


I know this is a week old but LOLOLOLOL!!!!! $6B -> $200M -> shutdown One trick wonder with one of the worst investing moves of all time 🤡🤡🤡🤣🤣🤣

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$TSLA down 4% on news of earnings beat, cybertruck production launch and massive investment in proprietary AI technology


Justice served. Everyone knows drivers are responsible for supervising operation their vehicles, even while autopilot is running. This is literally stated everywhere in the car, and has been since the beginning. $TSLA reuters.com/legal/us-jury-…


Let's accept that the zero interest rate Covid period was a historical exception and how we're reverting to the mean. Tesla prices and margins are now back to where they were pre-covid. Massive progress has been made from 2020-2023 and the future is bright! $TSLA


$TSLA down 10% on news that management refuses to spend 3% of revenue on advertising in order to preserve 1% of revenue in gross margin.


+44% y/y growth in annualized production run rate… massive 😎

Q1’23: Record quarterly production Record quarterly deliveries 1.76M annualized production run rate 1.69M annualized deliveries run rate Strong 💪 😎 Well done @tesla team $tsla ir.tesla.com/press-release/…



Q1’23: Record quarterly production Record quarterly deliveries 1.76M annualized production run rate 1.69M annualized deliveries run rate Strong 💪 😎 Well done @tesla team $tsla ir.tesla.com/press-release/…


Been a little quiet in the past couple of months. Been tied up with business and personal matters. Still long and as bullish on $TSLA as ever. 😎


$TSLA price cuts mean world domination assured, and the end for most of legacy auto and EV competitors. 😎🔥


$tsla

“The very best time to buy a business is when its near-term future prospects are murky and the business is hated and unloved. In such circumstances, the odds are high that an investor can pick up assets at steep discounts to their underlying value.” — Mohnish Pabrai



Tesla China doesn’t have a demand problem, it has a temporary Covid problem $tsla


NYT: doesn’t mention the brand of car that saved the passengers lives NPR: associates the Tesla with the murderous driver instead of the saved lives!

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So new gigafactories, low cost car, and stock buyback coming in March 1? Bullish! $tsla

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Tesla profit maximizing: 1) 41K vehicles est. in transit at EOQ, which I blv is a new record. Tesla allocated production to overseas exports vs. selling at heavy discounts in Q4 in China. 2) CN 25.5K inv 2-3 weeks of sales, or less. Tesla holding out for EV subsidy extension?

Here is my calculation: unsold + in transit = inventory +25,500 unsold Model 3/Y in China +2,500 unsold Model S/X in North America +36,000 in transit in Europe & APAC +7,000 exports just departed from China = 71,000 inventory



Amazing that @Apple continues to promote TikTok as its *top pick* for “iPhone essentials” even as WH, congressional reps, and state governments deem it a security risk! wsj.com/articles/tikto…

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