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From https://twitter.com/BriannaWu/status/1607719007892738050 , written while Tesla was at $123.15: While the markets have been closed, two major stories about Tesla have broken. A. Tesla is shutting down factories because demand is plummeting. B. Musk praised a truly insane Russian propaganda tweet, predicting the fall of the west She expects Tesla to fall below $100 by 1/1. It seems notable that the price of used T…
Also, notably META is very strong recently. Same for Netflix. Shows how the whims of market are always changing.
Probably closer to fair value now, still overpriced though.
Funny enough I think it's actually undervalued now. Tesla has bought up all the mining rights for the minerals required to ramp up battery production and will likely be the only EV manufacturer that's not supply constrained for the next decade. I'm still not bought in yet, probably a lot more room for it to crater.
From https://twitter.com/BriannaWu/status/1607719007892738050 , written while Tesla was at $123.15: While the markets have been closed, two major stories about Tesla have broken. A. Tesla is shutting down factories because demand is plummeting. B. Musk praised a truly insane Russian propaganda tweet, predicting the fall of the west She expects Tesla to fall below $100 by 1/1. It seems notable that the price of used T…
Much of Tesla's value was propped up by the personal brand of Elon Musk. And he has done significant damage to that brand, over the last few months, as he's courted a far-right extremist following. That has changed how most people look at him. Certainly many of the people who buy Tesla's are a bit left-of-center, and don't want to buy from a guy who they perceive as being far-right. The question is why Musk felt the need to be so public with his views. Every single CEO of a car company is a Republican, but they are not so loud about it. Why didn't Musk simply act like other CEOs and keep his conservative politics quiet and somewhat hidden? For a CEO, keeping one's politics hidden is the norm for a good reason. That Musk prioritizes self-expression over good business practices suggests he is currently in a mental space that would be appropriate for an artist but not a CEO. If he wants to engage in self-expression, he has the money that he can retire from his jobs and devote the rest of his life to advocacy. But it's a mistake to combine advocacy with being a CEO.
From https://twitter.com/BriannaWu/status/1607719007892738050 , written while Tesla was at $123.15: While the markets have been closed, two major stories about Tesla have broken. A. Tesla is shutting down factories because demand is plummeting. B. Musk praised a truly insane Russian propaganda tweet, predicting the fall of the west She expects Tesla to fall below $100 by 1/1. It seems notable that the price of used T…
Brianna Wu is a permabear who pretends to be a journalist and spreads disinfo without verifying.
$LCID down 70%. Elon: "they are not long for this world" $TSLA down 70%. Elon: "unfavorable market conditions"
From https://twitter.com/BriannaWu/status/1607719007892738050 , written while Tesla was at $123.15: While the markets have been closed, two major stories about Tesla have broken. A. Tesla is shutting down factories because demand is plummeting. B. Musk praised a truly insane Russian propaganda tweet, predicting the fall of the west She expects Tesla to fall below $100 by 1/1. It seems notable that the price of used T…
I think B only matters as a signal of leadership instability. And I think it tells us nothing new about Mr. Musk that we didn't already know. So I think B is probably not really a factor. A is plenty enough to explain the market behaviour.
(Which isn’t to say it makes the market feel better, but come on…)
From https://twitter.com/BriannaWu/status/1607719007892738050 , written while Tesla was at $123.15: While the markets have been closed, two major stories about Tesla have broken. A. Tesla is shutting down factories because demand is plummeting. B. Musk praised a truly insane Russian propaganda tweet, predicting the fall of the west She expects Tesla to fall below $100 by 1/1. It seems notable that the price of used T…
What factories are they closing down?