Insider haben dem Handelsblatt 100 Gigabyte Daten zugespielt, die aus Teslas IT-System stammen sollen. Sie legen nahe, dass der Autohersteller größere technische Probleme hat als bislang gedacht. Tesla spricht von Datenklau.
#Tesla
sold more Model 3's this month in Norway🇳🇴 than in the preceding 11 months combined.
Funny how Norwegians suddenly reversed their minds about $TSLA quality.
$TSLAQ
1/ The shipping window has closed, no Chinese ship departing after today could arrive in Europe on time for Q3 deliveries. Let's sum up where we are. $TSLA
Happy New Year Dr. Patel
@ParikPatelCFA
. As the new year came, I had to update my $TSLA valuation. I am happy to say I am very bullish. My revised price target is $2,727. I calculated this by taking the current share price and adjusting it for the new year. See below:
$TSLAQ
$TSLA up 11.7% since
- missed orig 340k+ and beaten-down 260k deliv est's
- unexpectedly closed both Berlin and Shanghai "for upgrades"
- turned out that Musk has fucked and impregnated a subordinate
- NHTSA investigates in another deadly crash
What a time to be alive.
$TSLAQ
Just over 2 weeks ago, Twitter had
- $6B in the bank and not about to go bankrupt
- high-profile advertisers
- a working verification system for Blue checkmarks
- officers to ensure regulatory compliance and data security
- no
@elonmusk
in charge
Although $TSLA's sales was flat QoQ, legacy delivered a lot fewer cars, so Tesla's European BEV market share has increased to 22%, a level not seen since 2019.
If you think $TSLA is insanity, look at $NIO. Has a negative (!) 6-9% gross margin (on each car produced!), massively indebted, having sold ~3k cars in June for a record, yet "worth" more than Nissan or Peugeot-Citroen, or twice Renault.
$NIOQ $TSLAQ
.
@elonmusk
owns 423M $TSLA shares, which is ~ $65B
He owes ~$10B in margin loans to his banks
Twitter is a zero, just as SpaceX and all his other ventures
Musk's net worth is just above $50B on paper. Probably closer to $10B if he needs to sell. But - that's before legal liabs
Hertz lists 69,420 cars for sale. Sadly, none of them are Teslas. If they were, Hertz should just wait until they appreciate and get out of BK stronger than ever.
$TSLA $TSLAQ
My catalysts for 2021
1/ Austin/Berlin open
2/ Semi
3/ Biden $8k credit
4/ 4680
5/ Elon will be the last to sell
6/ CyTruck
7/ Compact launch
8/ FSD general release
PT $4,200 6-12mo
$TSLA $TSLAQ
Our hero
@btsparks
put hundreds of hours of research into showing the
@NHTSAgov
that Tesla SUA was real.
The NHTSA asked Tesla, $TSLA said there is nothing to see here, fake news, and with that, the NHTSA closed its "investigation".
People kept dying.
$TSLA has 🔥 shorts so many times and so badly that most are avoiding the name like the plague. Short interest is <2.5%, 1 day to cover.
There is NO ONE TO DAMPEN THE FALL.
$TSLAQ
BREAKING: $TSLA is now worth 31% more than GM-Ford-Fiat-Chrysler combined for producing 1.8% of the cars of these 3 with an outlook of possibly reaching as much as 2.5% this year.
$TSLAQ
Fun fact: Adam Jonas values Tesla's battery OEM biz at some $420B.
Tesla batteries sold to other car-makers: 0.
Tesla batteries made for $TSLA use: ~0.
VW whole electric platforms sold to $F: >$20B.
$TSLAQ
PSA: $TSLA has passed $300B market cap in pre-market, accounting for 27.5% of the total Auto industry (but only ~0.4% of sales and 0% of profit).
$TSLAQ
Fun fact: $TSLA's market cap is 3x whole US, >whole European and quickly approaching whole Japanese auto sector for *possibly* breaking even in a rolling 4 quarter timeframe and accounting for ~0.45% of all cars sold worldwide.
$TSLAQ
Fun fact: Musk's net worth ($95B) is more than the 👉CUMULATIVE REVENUES (<$85B)👈 of ALL of his companies founded or "co-founded" by him while he was there.
Profits generated? Don't ask.
$TSLA $TSLAQ
$UBER spent $4.6B on developing a robotaxi network in Q1-Q3. $TSLA spent $1.4B on the same. Plus developing cars, trucks, semis, batteries, energy storage devices, PV panels, solar shingles, manufacturing robots and liquors combined.
$TSLAQ
Congratulations
@elonmusk
for becoming the richest person and richest fraudster on Earth! I've summed up the combined lifetime revenues and wages paid by all your companies and compared them to your net worth (+42.0%). Doesn't make sense? Neither does your net worth
$TSLA $TSLAQ
If anyone complains about the fingerprints and later the possible scratches, rust, whatever, remember: at sub 10 micron gaps, a paint of about 120 microns simply wouldn't fit. $TSLA
This man is doing God's work. Calling out the
@NHTSAgov
via a
#SuperBowl
ad might finally force them to do something to their "accelerated investigation" that's been going on for almost 2 years.
$TSLA $TSLAQ
Watch The Dawn Project’s
#SuperBowl
ad demonstrate critical safety defects in
@Tesla
Full Self-Driving. 6 months ago we reported FSD would run down a child. Tesla hasn't even fixed that! To focus their attention,
@NHTSAgov
must turn off FSD until Tesla fixes all safety defects.
$TSLA is a top to bottom fraud and the car in the video never drove itself, despite the company STILL saying otherwise on its homepage? Even worse, the car crashed during the filming?
You don't say.
$TSLAQ
BREAKING: $TSLA up 12% AH and 100% YoY on... exact same production target as a year ago with significantly lower ASP and the cost of an extra factory.
$TSLAQ
In summary:
-
@elonmusk
's Neuralink tortures and kills animals unnecessarily
- Twitter became a cesspool for hate speech
- Boring is boring and doesn't solve anything
- $TSLA can't sell cars in China or the US (and from Q1 in Europe)
But yeah, he lands rockets.
Here is a vehicle that not only went into production but first customer deliveries have happened.
We don't know its price.
We don't know its weight.
Makes you wonder.
$TSLA $TSLAQ
Who would have thought that this would get Community Noted in an instant?
Of course, it's an outright lie AS CAN CLEARLY BE SEEN ON THE VIDEO.
$46B to set up an alternative reality. Worth it.
$TSLA
A Tesla on Full Self-Driving blows through a stop sign at 35mph and nearly collides with two cars. The kicker is that this was during a livestream debate-demo-drive between FSD fan
@GerberKawasaki
and FSD skeptic
@RealDanODowd
.
This should go without saying, but for an automated
Fun fact: on Thursday, Musk🤑 will be eligible for his next tranche of options💰, netting him $4 billion. The current value of his options "earned" in the last 14 weeks will be more than $TSLA 👉revenues👈 in 2020 YTD.
$TSLAQ
BREAKING: $TSLA Roadster 2 is in production, finally!
With 1914 HP & 2300Nm, 1.85s 0-60, 415km/h top speed (yet to count it in inches :), 550km WLTP it's a real beast.
Oh sorry, it's not a $TSLAQ, it's a Rimac Nevera, partly a VW Company.
Fun fact: BYD supplies Tesla with batteries, not the other way around. Morgan Stanley still has the battery OEM business line priced in into $TSLA PT with a value that exceeds $BYDDY market cap*
*from memory, give or take a few %
1/ $TSLA bulls are expecting a Model 2 announcement (not even an unveil) in March that will save Tesla.
Even if it doesn't get delayed by 4-5 years as CT, there is one thing that bulls don't understand: competition.
$TSLAQ
He lost the women, he lost the young and he lost both the dems and he's even losing the republicans.
Remind me what the Tesla buyer demographics are. Were.
$TSLA $TSLAQ
By this time last Q, $TSLA delivered 84k cars QTD. This Q, it's 71k, down 16%. Despite all the price cuts.
I'm sure they are on track to grow by 50% this year.
$TSLAQ
$TSLA status update:
- deliveries -18% QoQ, missing even beaten-down expectations
- Shanghai shut down "for upgrades"
- Berlin shut down "for upgrades"
- Austin making few cars, with 2170 instead of 4680, otherwise 🦗🦗🦗
Other than these, things are going great.
$TSLAQ
Translation: Giga Berlin got a notice that it's on the list of factories to be shut down in the winter in case of gas and/or electricity shortage.
$TSLA $TSLAQ