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Wrong. Musk has repeatedly said he is against subsidies and tax breaks but if they exist he will take them. They are a market distortion like unions and rent controls.

I just returned from another week in the Bay Area. While SF doesn't appear much different from when I lived there pre COVID, it remains that overall sentiment is that the City is in dire straights, this coming from most people I encountered, long time residents of the the Bay. The most...

Agree with your last comment. HSBC analyst or Biden wink for the unions to go after Tesla... The share price was significantly affected by the news. $300 seems a long way off. Let's see what December looks like... Cybertruck release and solid Q4 results may take us there.

While Musk had originally touted the technology, he eventually dismissed it as unwanted by consumers and unnecessary. It's quite clear that Musk realized that V2G would cannibalize sales of his nascent PowerWall products and chose to not include the tech in vehicles...

Gary Black on X: New $TSLA research initiated by HSBC with the equivalent of a Sell rating getting blame for TSLA’s -5% decline today. Most bearish part is his $146 PT, of which 40% comes from FSD, Dojo, and Optimus, which leaves just $90/share in value for the traditional EV business. For...

Switching subject, I take it you acknowledge that the so called lack of demand for EVs is fluff, even if insinuated by THE Street. $146?!? By God, I must sell now!

https://electrek.co/2023/11/09/which-is-it-already-is-us-ev-demand-slowing-or-growing/ Which is it, already – is US EV demand slowing or growing? Michelle Lewis | Nov 9 2023 - 5:00 am PT Some media say EV demand is slowing, and other media claim there’s record demand. So what’s going on...

Lol, the same guy who says Americans need to start working...

Don't want to hijack Baron's thread so I'll be brief and refrain from talking TSLA here again. I agree with you about lowering prices, both from your perspective and also because I think it's too early to sink the competition. It's still an EV vs ICE war, not EV vs EV. Unfortunately I don't...

Lol... The Street is one of many media outlets vying for respectability. As we get closer to end of year, the attention will be on YoY and no one will care about QoQ.

What Musk said has nothing to do with the so called chill in consumer demand for EVs. There is no reduction in consumer demand on YoY basis.

I'm invested in both BTC and TSLA. I used to trade MSTR until it sunk. BTC is a financial instrument subject to enormous political pressures. It can go to the moon or fail on a few decisions. To me it's a speculative bet. TSLA is something entirely different.

That's not what Forbes and others say. Let's not generalize Ford and GMs failures to the global health of the EV market. https://www.forbes.com/sites/neilwinton/2023/11/02/european-ev-sales-growth-slows-but-2030-forecasts-remain-ambitious/ I love those expert journalists and trust Tesla's...

Woulda coulda shoulda... Hindsight is 100%. I still have far more confidence in TSLA than MSTR.

I may not be appreciated much in here for my disagreements with the crypto fundamentalists, but since I'm invested in a number of them, I'm rooting for the team. Been a long time since I was down "only" 34%!

https://finance.yahoo.com/news/nikola-electric-truck-recall-price-152417596.html Nikola electric truck recall price tag $61.8M Alan Adler November 2, 2023, 11:24 pm Nikola Corp. has set aside $61.8 million to replace the batteries in its recalled electric trucks. The company expects to begin...

Looks like my July statement is holding true from an economic and political standpoints.

https://www.extremetech.com/computing/former-tsmc-exec-us-cant-stop-chinese-chip-advances The surprise 7nm Huawei chip is just the beginning. By Ryan Whitwam October 30, 2023 The US government was caught off guard when Huawei announced a smartphone with a homegrown 7nm processor. After years...

I've got a buy at 180...

https://blogs.timesofisrael.com/readying-the-next-war/ OCT 30, 2023, 12:46 AM The religious extremist settlers are laying the groundwork for the next war, and the Israeli government is allowing them to do it. Three weeks have passed since the horrible day, where murderous Islamist fanatics...