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

Post by xnx » Wed, Feb 18, 2026, 2:22 PM UTC

beAbU wrote: post #267

maxbond wrote: post #151

Earlier quoted context omitted.

The market discounts future returns but it is unclear and shifting what proportion of those returns are from the operations of the company in the market it sells products in and what proportion comes from the operations of traders in financial markets. More plainly, traders discount returns from buybacks and dividends financed by the operations of the company and returns from selling their shares to "greater fools".…

What is it about FSD that results in this valuation though? If elon builds a time machine and goes to the future to get FSD tech from 100 years from now and rolls it out to all teslas tomorrow, what will change? Will every car driver get rid of their cars and get a tesla? Will that suddenly justify the stupid valuation? Realistically, I don't think the majority of drivers will care that much. Sure, their sales will g…

Post by 0xbadcafebee » Wed, Feb 18, 2026, 2:42 PM UTC

gpt5 wrote: post #99

0xbadcafebee wrote: post #71

Poor Elon. How's he gonna get to Mars^H^H^H^Hthe Moon now? Oh right, the same way he built Tesla: government handouts.

SpaceX is making that majority (70%) of its revenue, and all of its profits from Starlink, and mostly from subscriptions. 98% of government money SpaceX receives is payment for services rendered, which they provide at a significantly lower cost than their competitors. On the other hand, their competitors are routinely receiving actual handouts. For example, ULA used to receive a $1 billion annual "Launch Capability"…

Post by newyankee » Wed, Feb 18, 2026, 2:52 PM UTC

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…

Post by xnx » Wed, Feb 18, 2026, 3:00 PM UTC

danaris wrote: post #190

satvikpendem wrote: post #180

Earlier quoted context omitted.

They are being sarcastic.

Poe's Law applies here. Especially on HN, especially with respect to Musk. There are a disturbing number of people here who have fully bought into his lies.

Post by rileymichael » Wed, Feb 18, 2026, 3:04 PM UTC

Sammi wrote: post #276

maxdo wrote: post #145

I watched his interview recently to save you time, and the suffer : His Vision — Hate It, Laugh at It, or Love It: AI has solved (or is solving) coding in 2026. Robots are doing drunken panda moves, yet FSD is insanely good — running on MacBook-grade hardware. A few other companies are running large-scale self-driving pilots. Cars are already being heavily built using specialized robots today. At this point, it’s stu…

As a software developer I only really started to understand how divorced from reality Elon is when he started talking about software development. That was a sinking feeling: "Oh he doesn't actually know something I don't know. He's just keeping the music playing, so he doesn't have to sit down on the chairs that don't exist. Fuck."