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Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

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Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#101

Post by shubhamjain »

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in?

They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points simply tanks the stock. But for Tesla, no amount of Musk’s idiocy seems to be enough to seriously move it.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#102

Post by TulliusCicero »

shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

There's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#103

Post by forgetfreeman »

linkjuice4all wrote: post #89
gradus_ad wrote: post #80

Earlier quoted context omitted.

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

It's especially strange considering the amount of work that Tesla (the company) put into becoming a car manufacturer which is certainly no easy feat. I'm sure some of the know-how, process, and tooling/supply lines could be transitioned to general purpose robot manufacturing - but why would you build these supply lines and factories just to screw it all up like this?

Actually if you run the tape back Tesla spent over a decade on trivially preventable manufacturing fuckups by attempting to ignore a century of industry knowledge on the subject and just wing it silicon valley style. That they have infrastructure that is capable of performing manufacturing at some scale is not in question. That any of it is sufficiently optimized for sanity to be repurposed remains to be seen.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#104

Post by CamperBob2 »

lnsru wrote: post #85
mentalfist wrote: post #73

Earlier quoted context omitted.

That's an uncommon experience. Tesla is a very strong leader for faults, breakage, and costly maintenance/repairs in the 3-5 year old segment. See any European comprehensive car inspection statistics report.

Take the reports with a grain of salt. Tesla does not mandate maintenance. The cars in the reports are the ones who left factory and get checked after 3 years of intensive use without any maintenance. Check the light alignment, check rust in the brakes and check the suspension and the inspection will be fine. Still cheaper than 400-600€ bi-yearly coolant refill from other manufacturers. Plus Tesla has published repai…

Still cheaper than 400-600€ bi-yearly coolant refill from other manufacturers

Wow, what car is that? Even Porsche owners would say, "Damn, son, they're taking you to the cleaners."

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#106

Post by jdross »

TulliusCicero wrote: post #102
shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

There's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.

I am so confused when I read things like this because my Tesla model 3 is effectively self driving for me for months now. Hundreds of miles without intervention. No other car I can buy can do this yet

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#107

Post by Hamuko »

shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

>What exactly is the market pricing in?

Elon Musk.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#108

Post by upmind »

pllbnk wrote: post #83

Many of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.

+1 agreed. Everyone just seems to be an Elon hater (which is totally fine) but don't expect it from HN.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#109

Post by hirako2000 »

kelipso wrote: post #33
Betelbuddy wrote: post #30

Earlier quoted context omitted.

This is a quote from Tesla latest earnings call, at 04 min.. "Because we're really moving into a future that is based on autonomy and so if you're interested in buying a Model S and X, now would be the time to order it, because we expect to wind down S and X production in next quarter and basically stop production of Model S and X next quarter. We'll obviously continue to support the Model S and X programs for as lon…

Wonder what the maintenance picture for Tesla will be like from now on. Crazy expensive parts at the very least I would imagine.

Can be turned into value, owning a Tesla is a symbol of status.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#110

Post by tartoran »

TulliusCicero wrote: post #102
shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

There's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.

And there are also a lot of people claiming Tesla stock is being manipulated.
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