71–80 of 836 posts
I actually did want a lighter, 2 Wheel Drive Cybertruck (for $40,000). The "Long Range" trim was close. But it was actually $70k not the $60k they were saying. Get rid of the touchscreen and the four-wheel-drive steering and the electrical flush door handles, the hatch thing in the back, smaller wheels, any other electronic features like 120v inverters, etc. solid rear axel would be nice but that would be a major red…
i don't understand americans, two years ago i wanted a tesla, now i want a byd, you've let down the only american company competing against the chinese, all because of trump and politics
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> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…
there was a rush to buy electric cars in the US for as long as the $7500 incentive was in place, so the Q3 2025 number if inflated; it's a pull forward effect. Sales have been flat for 3 years and the delivery numbers in Europe are catastrophic on a fully diluted basis, the market cap is above $1.6tn, so at a PE of 20, they'd have to generate something like $80bn in profit per year - hard to do in an industry that is…
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I don't think Tesla stock has traded on fundamentals for a while.
Short it then
The market can stay irrational longer than you can stay solvent.
Meaning you also need to get the timing just right otherwise you'll lose big, even if Tesla crashes and burns to zero just after.
Electrek’s ‘reporting’ has proven so one-sided that I take all their stories with a bucket of salt. Even if the truck has been a flop I doubt their whole battery program has been. Perhaps they’re rejigging suppliers and pausing whilst they get ready to ramp up cyber cab production lines
And what evidence do you base those assumptions on? According to the journalists at electrek despite Tesla having capacity to manufacture 250k cybertrucks per year, they're only selling 20-25k per year
Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.
For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
And of those things we've been told, a high percentage of them have had to do with battery technology. Science is full of discoveries, science at scale doesn't always work out like we've hoped.
Musk just took it way further. When Jobs missed with the RDF it was on stuff like the G4 Cube being "cool" enough to make up for its issues. He wasn't promising miracles.
I actually did want a lighter, 2 Wheel Drive Cybertruck (for $40,000). The "Long Range" trim was close. But it was actually $70k not the $60k they were saying. Get rid of the touchscreen and the four-wheel-drive steering and the electrical flush door handles, the hatch thing in the back, smaller wheels, any other electronic features like 120v inverters, etc. solid rear axel would be nice but that would be a major red…
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It has delivered a better ROI in the same way a ponzi scheme can deliver higher ROI.
> It has delivered a better ROI in the same way a ponzi scheme can deliver higher ROI. It sounds like you're arguing that high valuation compared to fundamentals means buyers expect gains from future buyers paying more sounds like a Ponzi, but it isn't, it is speculation. The comparison doesn't make sense. Some surface features of speculative markets can look Ponzi-like, but the underlying mechanics are very differen…