$TSLA China 🇨🇳 Q2 2024 sales are trending down ~11,000 (-8.7%) vs the same time last year, despite:
1) $2,000 price cuts in Q2 (on top of Q1 price cuts).
2) 0% financing
3) 0 down.
4) $3,600 Inventory discounts + Readily available inventory.
5) NEV purchase subsidy.
6) New…
Fun fact:
Toyota sells 10M vehicles at 17% gross margin.
$TSLA struggles to sell 1.8M at 17% and collapsing margins.
Toyota is worth 200B.
Tesla is worth 600B.
Insanity.
Honest question:
Why do people claim $TSLA is the leader when they are clearly in last place?
Waymo is leading along with Cruise and Ford.
Don’t buy the hype. Robotaxis by 2020 was a hoax. 👇
Send this to anyone that believes $TSLA FSD 12.3 is a “big release”.
You’re just gullible if you believe this. You’ve been conned for years. 👇 Open your eyes.
$NIO battery swaps in just 3 mins. 🤯
Musk promised swaps faster than gas but never delivered.
He said supercharging would be free.
Why do people still believe him?
👇
$TSLA bulls melting down.
Reminds me of when Elon proposed “paying taxes” by selling stock.
Didn’t go to well last time.
Maybe you shouldn’t invest in an unstable CEO with lawsuit liabilities? What other CEO holds this kind of baggage?
Apple: $2.5T (2nd most valuable company)
Tim Cook: $2B
Tesla: $468B (Worst stock in S&P)
Elon: $262B
$56B is 28X the worth of Tim cook for worse performance.
The guy is already worth 100X Tim Cook.
How is this fair?
$TSLA is the next FTX. They are short on cash, hence why they just raided 2B dollars, probably to prop up Musk’s other failing companies.
Like SBF, he had a cult like following that believed everything he said. And like SBF, he’s going to jail.
Mark my words.
Fun fact
#4
:
Toyota sells 10M vehicles at 20% gross margin.
$TSLA struggles to sell 1.8M at 17% and collapsing margins.
Toyota is worth 300B.
Tesla is worth 600B.
Insanity.
Should it even be legal to charge $8,000 for software that runs stop signs? 🚨
Dan O Dowd is right.
FSD even fails as basic L2 ADAS.
Robotaxi is a hoax.
Cathie Wood will go bankrupt soon. 🚨
-Investors pulling out their funds faster than Madoff after 2008.
-She’s been wrong on Tesla since 2021.
-Stock is $160, not $2000.
-Isn’t pumping stocks illegal? 🤔 Doj should look into this.
It’s official.
$TSLA is no longer a growth company! 🚨
1) Revenue is declining.
Consensus estimates have 2024 revenue declining from 2023 (99.47<99.77).
2) EPS set to shrink for 2nd year in a row.
$4.05 2022
$3.12 2023
$2.5 2024 <—We are here
Fun facts:
1) Tesla is a CAR…
Hot Take: $TSLA is the next Enron 🆘
and like 2000,
99% of people aren’t paying attention 🙈
Both had: 👇
100B in revenue
Energy companies
“Top innovation companies of the year”.
Changing the industry
Parallels are uncanny 🤔
Help expose the fraud 🙏 Please share
FTX will look…
🚨Only 2% conversion rate on FSD?
People were predicting 20%. 💀
That’s 40,000 new users at 2% of 2M in the US.
40,000 users at $1,200/year= $48M a year.
$48M at 100X P/E is worth just $4.8B.
So FSD is only worth 1% out of the $550B market cap. A far fall from the supposed 1…
$TSLA is in trouble.
Walls are closing in quickly.
Real catalysts, unlike Gary Black.
Oct 18. EU China EV export subsidy probe.
Nov 30. Cybertruck price and specs dissapoint.
Dec 12. China bans graphite export.
Dec 12. Manchin seeks probe on EV tax credit.
Dec 13. FSD US recall.…
Pop quiz:
Name a company who’s CEO that has used a slur but wasn’t fired.
Name a company whose CEO spends his time shitposting but is demanding $56B.
Name a company who has promised robotaxis 5 years ago and is being investigated for its failure.
Name a company who claims…
There has never been a better opportunity to short $TSLA
50% CAGR, 30% gross margins, and year long backlog are decimated. What’s the bull case now?
We just got another desperation $2,000 price cut yesterday.
FSD margins slashed in half and it still doesn’t work.
$140s will…
People need to hear that there has never been a better time to short Tesla.
Delivery disaster.
Price cuts.
FSD pricing slashed.
Energy deployments halved.
Inventory piling up
Stock priced at 60X P/E on declining earnings.
Auto companies with stable earnings and paying a…
Elon Musk and Tesla are facing serious questions after a damning investigation linked the company’s self-driving technology to dozens of crashes - many of them fatal.
Watch
#60Mins
on
@9Now
:
$TSLA cancels Model 2. Stock keeps tanking. 🚨
Now fakes an event for 8/8.
This is exactly the Nikola playbook. This won’t age well. You’ve been warned.
BTW, Trevy is in jail. 💀
$TSLA worth 600B by selling ~2M cars.
Which is 300K per car.
$TSLA is selling $45K (soon to become 25K) cars and yet somehow we’re supposed to believe they should be worth 300K a car?
Right.
$TSLA will drop to $150 by April 2 after a delivery disaster of < 435K.
Pinning this on my profile.
Here’s my breakdown. If I’m right, follow me.
If I’m wrong, tag me in 1 month.
I know I’m right.
Booking this. 📌
When I used to be a bull I’d hear.
TSLAQ: Robotaxis by 2020 didn’t happen. Fraud.
I’d say:
2020: He delivered 500K. Teslaq needs to STFU
2021: He’s just late I said. He always delivers.
2022: He’s comming around. And backlog is just fud by TROY.
2023: Hmm. WTF. Why didn’t…
NEWS: Tesla to partner with Baidu for FSD mapping in China.
I saw this a mile away. Baidu is the leader and Tesla is LICENSING since they are DEAD last!
What’s next, licensing from Waymo?
Why do people still believe tesla is the “leader” when all evidence points to contrary?
My biggest regret is buying a $TSLA 5 years ago.
Elon said they were gonna appreciate in value.
They didn’t and I still can’t make money with my robotaxi car.
Instead, car has lost 50% value. WTF Elon.
You lied to us.
The average price of a used Tesla has declined 19 months in a row, moving from a record high of $67,900 in July 2022 to a record low of $33,913 today. That's a 50% decline. $TSLA
CEO : Lidar is doomed!
Also $TSLA : Let’s buy $2.1M in lidar.
At $1,000 a sensor, I imagine they are using this to validate their vision only approach with a small fleet but still this seems like yet another strange pivot.
👇
Tesla Sales down 50%.
Why haven’t they released a refresh?
$2,000 price cuts won’t revive sales because nobody in China buys a Tesla for the price, they have $10K cars already!!
Superior Chinese competition like the Su7 can no longer be ignored. 👇
@TroyTeslike
Congrats on being the most accurate!
And good on you to stand up to the critics, when you proven your track record again and again to be the most accurate! Thanks for your hard work!
Fun fact:
$TM sells 1) 10M vehicles. 2) 3.4M EVs 3)21% GM.
$TSLA sells struggles to sell 1.8M EVs at 19% and collapsing margins despite price cuts, incentives, and $7,500 government handout.
Toyota is worth 400B.
Tesla is worth 550B.
Insanity. Tesla should trade at $100B, or…
@SawyerMerritt
Just make Lidicrious cost $54,900 and make the ludicrous package a $10K SW upgrade since it doesn’t count towards price cap.
Win win for tesla and buyers.