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Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

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Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#231
post #124

Earlier quoted context omitted.

Why not? Even at 50% of its current valuation, Tesla’s market cap would still be twice as high as Toyotas. Doesn’t sound reasonable to me, considering their sales are tanking…

Tesla is outrageously overpriced as an auto manufacturer. Most other manufacturers currently have a P/E ratio around 10. Tesla is around 120. Yes, you read that right --- about 12X higher than the competition. To justify it's current valuation, Tesla would have to capture a majority of the global market and become the world's most popular car brand. It currently has around 12% of the global market. In my opinion, wha…

TIL 1.79million / 74.6million = 12%. I'd always thought it was more like 2.5%.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#232

Earlier quoted context omitted.

>All labour is exploited - the degree to which it is is limited by law in each country. That's very reductionist to say that ALL labor is exploited, least of all privileged well paid white collar jobs in rich western countries, and undermines the actual labor exploitation going on out there. Sure, you might consider yourself exploited with a measly 100k+/year wage because your CEO makes over 200x that, but the majori…

> That's very reductionist to say that ALL labor is exploited, least of all privileged well paid white collar jobs in rich western countries, and undermines the actual labor exploitation going on out there. All labour is exploited, even the most pampered employees. That's why it's important that even those most well-paid and well-treated employees lend their support to others through supporting unions and the global…

>All labour is exploited, even the most pampered employees

Look up what exploitation is.

>That's why it's important that even those most well-paid and well-treated employees lend their support to others through supporting unions and the global labour movement.

What union is Tim Cook part of?

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#233

Earlier quoted context omitted.

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.

at the current evaluation there never was… tesla investors are suckers for elon’s “robo”taxi and humanoid robots and I am sure something “amazing” is coming on the next earnings report :)

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#234
post #228

Earlier quoted context omitted.

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 monopoli…

It's a description of Tesla's future business direction and a metric against which you can value the company.

That's how you make meaningful models and value a business. P/E is meaningful only in context. Buying stocks based on PE is a very good way to lose money.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#235
post #110

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That is because iPhones are better and the US is much richer than Europe on average.

So according to you Albania is massively richer than USA? https://worldpopulationreview.com/country-rankings/iphone-ma...

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Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#236

Earlier quoted context omitted.

When I actually see Cybertruck used to tow something - it will be noteworthy because I never seen it yet.

I have seen this. A cybertuck was pulling a small trailer for a landscaping company. It wasn't that interesting because it was a trailer that could have been pulled by most passenger cars, but I saw it.

I will acknowledge this, thought its not exactly what I had in mind.

If Cybertruck marketing claims it to be a truck - I’d like to see it perform in said capacity like a truck would. My F250 tows 8,000 lbs travel trailer as an example. I am yet to see one towed by Cybertruck.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#237
post #184

Earlier quoted context omitted.

whistlindiesel is one of the most annoying car-centered youtube creators. Dude constantly baits people into saying stuff and then he claims to be a victim to drum up support from his conservative followers. His script is so tired and predictable at this point. i'm not saying dont post his links or anything, just giving some perspective for HN folks who might not be familiar with his shtick.

Absolutely. He trolled the general aviation crowd pretty hard. He also does some good once in a while like getting the cops to leave a high-school kid alone. [1] People may not like his style but I would like to see him troll more communities. Too many people take themselves way too serious in my opinion. [1] - https://www.youtube.com/watch?v=z7uzYsRbukw [video][18 mins]

eh, he's a pretty garbage person with a long list of sidekicks who have done crappy things. Sticking up for some kids for likes on youtube doesn't negate his long list of crappy actions.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#238

Tesla 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…

> I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it I have a friend who owns a Cybertruck, and he let me give it a try. There are many, many, many legitimate and damning criticisms of Cybertruck, Tesla, and Musk, but the Cybertruck driving experience (on pavement) is not one of them. It is crazy fast, and surprisingly nimble with its 4-wheel drive…

> It is dangerous and stupid/

Deadly for pedestrians, cyclists and other small cars on the road. The perfect creation out of the wet dream of a self-absorbed billionaire.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#239

Tesla 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…

Not really, share price is just stabilising back to November levels pre-election. The trucks were never their staple income, and there is a new Juniper model coming out which has dropped their prices plus competition from chinese brands. If you look at overall global sales, they slowed in 2024 too.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#240
post #8

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There's no concept of "sick days" here in Germany like there is back in the US. You're either sick or you're not. If you're sick you don't go to work. If you're sick more than 3 days, you get a doctor's note. If you're stick more than a month or something (I forget the exact amount of time) then insurance takes over to help pay your wage so your employer isn't completely hosed. Ultimately, you're not penalized for be…

Every low or high-paying job I've had in the US is the same. I can just call in sick for a few days. Eventually they would want a doctor's note just to be sure.

What I described is the law here. In the states, it's not (I'm from there, I know this all too well).
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