Earlier quoted context omitted.
These stats are absurdly incorrect and nonsensical. Iphone has 81% of the market in Lithuania of all places? Sure..
Do you have better ones?
Not really (which is an improvement over fake/random statistics)
Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
221–230 of 249 posts
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#222Earlier quoted context omitted.
By that standard pretty much every major German company established before the 50s is somehow “nazi”. Then again I don’t see how can someone seriously say stuff like that, in what way is modern VW related to nazis?
Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis and even the name is not neutral, so if "activists" want to use the label "Nazi car" then surely that is as close as it gets... This is not serious stuff, indeed.
> Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis
I don’t really get this.
So if we continue with this, logically Germany (and even Britain due to other reasons) should dissolve itself because it is permanently tainted as a country?
One of the reasons US seceded from Britain is because they wanted to steal more land from the natives and weren’t allowed to. It’s a country that’s basically founded on genocide (and not much better than VW)
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#223Earlier quoted context omitted.
Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis and even the name is not neutral, so if "activists" want to use the label "Nazi car" then surely that is as close as it gets... This is not serious stuff, indeed.
> Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis I don’t really get this. So if we continue with this, logically Germany (and even Britain due to other reasons) should dissolve itself because it is permanently tainted as a country? One of the reasons US seceded from Britain is because they wanted to steal more land from the natives and weren’t allowed to. It’s a country th…
You do understand what "idiocy" means, right?
This is getting absurdly idiotic including on HN, which is really a shame.
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#224Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…
It is not just political/cultural reasons. There are lots of other EV cars in Europe now (including both European, Korean and Chinese brands). Tesla has also gotten a bad reputation regarding build-quality and service lately, and Tesla's big sudden price reductions in 2023/2024 meant that the vehicles lost a lot of resale value. But yes; Tesla's primary remaining competitive advantage was its brand -- which Musk has…
Perhaps Musk sees Tesla’s primary (only?) competitive advantage as essentially being the Gazprom of cars and/or electric energy in the MAGA USA. The president of the country already did a Tesla ad read on the White House lawn a few days ago.
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#225Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…
Let’s not forget that Europe has its own populist far right movements coming into power: Reform UK, National Rally, AfD, etc. etc. etc. If the equivalent of MAGA takes over the EU, would owning a Tesla become a virtue signal for the ~30% of people that support these politics?
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#226Earlier quoted context omitted.
The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. People still also talk about Tesla as an AI-company, robot-inventor, battery and solar cell producer, and potential ride-hailing company. Like you, I don't think it makes sense, but apparently the market sees it differently. And until that perception changes, I don't think the valuation will drop to less than half.
The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. The thing is that 90 percent of their revenue is from auto sales. https://stockdividendscreener.com/auto-manufacturers/tesla-q... Meanwhile, the majority of their stock price is pure hype.
Not exactly. Word on the street is that Tesla stock was heavily short-sold at one time, as it was expected to be headed for bankruptcy. When it turned out to not be headed for bankruptcy, those who had shorted were forced to either close their positions (raising the stock price as their demand hit for shares hit the market) or cover (pay to keep their short agreements going) for an extended period of time. But it wasn't a one-time event; as the price rose, and time went on, more of those who'd shorted Tesla found their position untenable, which forced them to finally close, further raising the price.
Elon famously derided the investors who'd caused this situation. He was livid at them, and also at the SEC for allowing what he considered to be unfair, if not illegal, conduct on the part of short-sellers. A stock that is heavily short-sold can have its price drop to the point that financing is difficult to obtain, sounding the death knell for that business. But it looks like that came back to bite shorts when Tesla survived.
This is definitely a bit of a crackpot theory without some numerical analysis to back it up, but mindless "pure hype" seems a less compelling explanation for the valuation we see than financial/securities shenanigans, especially after what happened with Gamestop.
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#227Earlier quoted context omitted.
Serious question: are you bothered by Elon's behavior?
I think two things are true, the government needs to cut expenses drastically and also that Elon should spend way more time at Tesla and spacex. I didn’t buy my truck because of Elon, I bought it because I needed a truck and all the other truck manufacturers are completely brain dead when it comes to software. I definitely wish Elon would shut up often, but he’s clearly not a nazi. That’s all nonsense. His work at do…
Musk: diver rescuing children is a "pedo guy"[1]
Musk: homeless are "violent drug zombies with eyes devoid of life"[2]
Musk: people making use of federal programs are part of "parasite class"[3]
Musk: testifying against the president is "treason" and the witness should be executed[4]
Musk: the AfD is great, Hitler was a communist[5], and public sector employees caused the Holocaust[6]
Musk: racist staffers are more than welcome in DOGE[7]
Musk: George Floyd's killer ought to be pardoned[8]
Musk: empathy is causing the destruction of Western civilization[9]
Musk: doxxing for me[10], but not for thee[11]
Musk: war veteran who visited Ukraine is a "traitor"[12]
I mean, if this was just some idiot schlub ranting on social media, perhaps I'd consider buying their products if it was a life or death situation. But this guy sits next to the president of the United States and evidently has the power to enact his fucked up policies. Personally, I see any action that gives him an iota of additional power as deeply unethical.
[1]: https://www.theguardian.com/technology/2018/jul/15/elon-musk...
[2]: https://www.moomoo.com/news/post/47518975/musk-claims-that-t...
[3]: https://www.timesnownews.com/world/us/us-news/parasite-class...
[4]: https://www.independent.co.uk/news/world/americas/us-politic...
[5]: https://www.wired.com/story/elon-musk-far-right-german-leade...
[6]: https://www.usatoday.com/story/news/politics/2025/03/14/elon...
[7]: https://www.usatoday.com/story/news/politics/2025/02/07/jd-v...
[8]: https://www.rawstory.com/derek-chauvin-2671265779/
[9]: https://www.cnn.com/2025/03/05/politics/elon-musk-rogan-inte...
[10]: https://www.distractify.com/p/elon-musk-posts-judge-daughter
[11]: https://www.forbes.com/sites/petersuciu/2025/02/04/doge-empl...
[12]: https://www.usatoday.com/story/opinion/columnist/2025/03/13/...
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#228Earlier quoted context omitted.
Moving to a new country with a different national language has given me a direct personal appreciation for what Dunning Kruger feels like from the inside. Some may parrot for tribal reasons, but there's a huge number who have a superficial knowledge and it simply doesn't occur to them how deep their ignorance is — tribalism is one way critics are equal to fans in Musk's case (and not just that Musk's fans are parroti…
Having owned a ton of Tesla stock since 2018. I can tell you that your P/E analysis is very shallow. Anyone looking to determine the value of the company should at the very least read and understand the Tesla Master Plan 3 document. Their execution vs that plan is an actual metric you can use to project the future value of the company.
LOL. That's a generic description of the energy transition.
It's not like the rest of the world is blind. Chinese companies are the champions of battery and solar panel manufacturing. Every major economy has major electric car manufacturers, China is ahead of everyone. Tesla's batteries are made in collaboration with LG Chem and someone else, I forgot who exactly.
Your point is that you're expecting Tesla to monopolize the global energy storage and usage markets? It ain't working, if that's the plan.
If reason returns, Tesla should probably be valued at less than Kia or Hyundai.
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#229Earlier quoted context omitted.
The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. The thing is that 90 percent of their revenue is from auto sales. https://stockdividendscreener.com/auto-manufacturers/tesla-q... Meanwhile, the majority of their stock price is pure hype.
but that is what the stock market is :) you do not purchase shares on any company because of what they are now (unless P/E ratio is negative :) ), you are investing in the future of the company. I wouldn’t touch Tesla with a wooden stick but you are arguing against basic economics.
Actually, Tesla shareholders are the ones arguing against basic economics.
Tesla is no longer a "growth stock". Most industry observers are predicting a significant decline in sales for the current quarter. There is no reasonable data or even projected data to support a 12x valuation.
Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck
#230Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…
94% of Germans won't buy a Tesla.
https://electrek.co/2025/03/14/tesla-is-done-in-germany-94-s...
But on the plus side Ted Cruz is putting in work to bring their cool factor up https://x.com/tedcruz/status/1900588329609163164