The stock is still valued at $1.39 trillion. A quick search shows that's the highest valuation it's ever had. When Gamestop turned into a meme stock, it was only worth $20-$30 billion and the whole thing really didn't matter in the scheme of things. Tesla has declining sales, an aging look, the Cybertruck, the end of the EV tax credit in the US, FSD that does not work and more. The stock keeps going up. When the truth comes out about what's going on, it's going to be ugly.
The truth will never come out. You don't pull off what Tesla / Musk is doing without the government being massively complicit. Musk clearly brokered some kind of deal with the government (beyond just Tesla, most likely telecoms, spacex, and AI... all in service to the DoD and NSA). Much like Peter Theil and Palantir will never get exposed because they also are government-sponsored assets. The only hope of them getting exposed is that Trump has been so corrupt, that the next administration might have the public support to launch investigations into everything that went on during Trump's presidency. And all kind of corruption might then get exposed during public hearings. But I doubt anything will be done about the stuff Trump has done either. If you're a billionaire in America, there is no law.
Meanwhile: https://cnevpost.com/2025/09/30/byd-1000th-electric-bus-production-hungary/
Tesla stock price is a promise about autonomous world, robotics and bitcoin. Not much about EV.
I am all for Tesla barging... but there is no other product like Tesla FSD. No competitor has achieved anything similar.
Waymo enters the chat.
And he's not wrong.
Waymo is functional not similar to fake
Mercedes would like a word.
Nothing has changed and now 500 Kw V4 chargers will be hitting the market and only the Cyberdumpster can charge at that rate. That should fucking embarassing for Tesla to be able to charge Kias faster than your own cars.
If I may chime in regarding Tesla stock, its current valuation is based on FUTURE expectations, not current deliveries. Yes, you could argue that there is no bloody way for Tesla to make good on its future when it can't even make good on current sales and build quality but who said humans were perfectly rational? The fear of missing out is extremely strong in investors. Every one of them wants to be the first one who invests in a new upstart that will balloon to incredible heights. Consider the way Scumbag Thief (aka Peter Thief) invested in Zuckerberg's Facebook company before it became big. Put simply, everyone wants to find the next big thing like the millions of gold prospectors who went off to Alaska and Yukon. No investor wants to pass up the chance to invest in the next economic powerhouse. Why is this relevant to Tesla? Because you have a ridiculous contingent of investors who believe Tesla will make good on their future promises regardless of what the current metrics say. They believe there's a chance Tesla can turn things around and they want to be the first ones to be there when it happens. Ludicrous? Yes but like I said humans are irrationally exuberant. Then you have this whole idea of Tesla being too big to fail. Depending on how Trump's and Musk's relationship goes the former might bail the latter out on a scale not seen since the banking crash of 2008 if their relationship improves. After all the Trump administration might use the excuse that an insolvent Tesla will significantly adversely impact the US economy as a lot of Tesla employees will be out of a job. Of course bubbles do burst and I hope to God it does. A crash in Tesla stock will bring about a level of joy in me not seen since I was a kid.
Somehow, TSLA has maintained it's free cash flow fairly well as this downturn in production persists. They still have 4-5x more cash than debt. It's kind of impressive really considering how sales have dropped. How long can they hold out ? Perhaps quite a while.
But they are not only far behind on EV, they are also far behind on robotics.
I don’t even think that reported numbers on that are true. They must be burning through cash the way they plan their production. There’s most likely wide spread fraud going on. Too many top level execs left the past 12 months. They know it.
Wouldn't be surprising in the least. Unfortunately though, if there is fraud going on it most certainly will not be investigated. It's going to get really interesting because TSLA car sales are not going to be coming back to a healthy state anytime soon.
You only mention car variables, Tesla isn't even a car company anymore, hence why you don't understand the valuation.
What is it then
A cryptocurrency
Unfortunately it will also take down the s&p with it.
One not supported by a block chain, only the pinky-promise that the board won't issue shares to the moon. 🤣🤣🤣
You just described a bubble
Some have speculated that they are considering unsold inventory as being part of their free cash flow. I don't know enough about their balance sheet to care.
Then why are they selling cars?
A robot company without a single robot? Robotaxi company without a single autonomous mile? AI company without AI? What is it then?
Sad but true.
ROIC, Fcf, moat are all bad too. The EV credits but especially the end of the CAFE emission credits will be a brutal Lose of revenue. Those accounted for 40% of their total revenue the last 2 years. Combined with declining revenue from sales etc. you’re looking at about a 70% declining starting in the fourth quarter. With no revenue coming in to replace it. No Optimus and no Robotaxi revenue.
And increased litigation and possibly a massive recall for the door handles.
Sure, the other systems work.
You cant buy one though
where is their cash? 😳
No see they are the only ones working on AI and robotics, no one else doing anything in robotics (Boston dynamics) (the Chinese).. They are so amazing!! /S
What truth? It's a speculative bubble. People aren't investing in Tesla, they're betting that increasing numbers of gullible people, with more money than brains, will keep buying shares. The people who buy Tesla are the same people who buy bitcoin.
Roughly one third of the SP500 is in passive retirement savings. That money rolls in regardless of P/E ratios or performance and is distributed proportionately to market cap. Tesla is a juggernaut and things will be ugly if it fails. Eventually FSD will be “good enough” and if the software for Optimus can be also made “good enough” at the right price Tesla with its vast vertically integrated manufacturing capacity will ride high again. Big ifs, but something to consider.
Only reason TSLA is still relevant is because F-elon is getting down on his knees and having himself a c*meat sandwich
😈😈Emperor Musk😈😈
😇😇Praise Musk😇😇
I believe they'll get desperate and try to sell reservations for the Optimus despite it's penchant for flopping around on the floor like a fish out of water.
It is the stock of an oligarch, not a car company. Tesla cannot fail at this point unless he falls out of favor with the government.
Exactly, and the investors are betting we won’t see another center or left administration.
No features, no safety, no enhancements, no quality- no problems, stock has increased
Sounds a bit like Enron?
Tesla stock is only go up!
There is something definitely shady. I suspect he's somehow managed to get multiple banks to loan him money off the existing value of stocks to keep pushing the value up or some big countries are banking him. It'd explain why it goes up on bad news where others are selling. Like it can't go down if there is enough money to keep pushing it up.
It's only 2.2% of the S&P 500 SPY. That would be disappointing, but a blip. [SPY Holdings List - SPDR S&P 500 ETF Trust](https://stockanalysis.com/etf/spy/holdings/)
At least the chargers are starting to catch up with the competition.
I used to drool when seeing a Model S; sleek design, futuristic, no exhaust pipes, all electric, etc. Now, Tesla's lineup is: Model S (unchanged), Model 3 (cheap looking, I used to think it was a copy of an S when it first came out), Model X (taller, okay looking Tesla), Model Y (like someone took a digital file of the Model 3, and instead of clicking and dragging the entire box diagonally, just made it taller, throwing off all proportions, and the CT (do I need to say anything here?). So many other car companies are either being built successfully from scratch, or legacy companies doing better with EVs and even hybrids. Tesla is garbage, and their stock value needs to plummet quickly and far NOW. If Tesla was a car company in the 1990s, all its products would be called "X-2000", "Y2K" or other "forward-looking" and futuristic "ideas" that, once built, are actually just vaporware. No question they've sold lots, but the shine is coming off the silver wagon wheels, and reality should take over shortly.
This is 100% true
In FSD, they're trailing the competition and there's little guarantee they'll have a monopoly, so it's a really big if. Robotics is even trickier, people think it's just a software problem, but the hardware is always incredibly difficult to make cost effective.
Earnings report the quarter after ev credits expire will be spicy
praise the bitcoin martian overlords lol
> If you're a billionaire in America, there is no law. Compare and contrast with: > Conservatism consists of exactly one proposition, to wit: > > There must be in-groups whom the law protects but does not bind, alongside out-groups whom the law binds but does not protect. > > There is nothing more or else to it, and there never has been, in any place or time. —Composer Francis Wilhoit, [Crooked Timber](https://crookedtimber.org/2018/03/21/liberals-against-progressives/#comment-729288)
> Big ifs, but something to consider Trouble is, as long as we're bandying "big ifs" around, why limit ourselves to "if this unlikely thing happens, TSLA could go to $1,000." How about: - What if FSD does not **ever** become good enough? There is no reason to assume that eventually it will achieve L5 autonomy. Likewise, what if Optimus—already a questionable product even if it could work well enough to water plants and fetch soda—never even achieves that? Why should we grant Tesla the benefit of the doubt and assume they'll make it work? They haven't made anything work better than anyone else except wiring batteries to electric motors. - What if FSD never becomes good enough, but there's a breakthrough from China, not Silicon Valley? What if Chinese cars become the standard for autonomy, not US cars? What if Musk can't simply write a cheque and buy the company for himself with TSLA funny money, because the Chinese Government refuses to sell the tech? - What if FSD fizzles, Tesla Diner fizzles, Optimus fizzles, Cybertruck fizzles, and Robotaxi doesn't scale and stops running at a steep loss? Why "what if" Musk pulls off an amazing save, but no "what if" things keep going the way they're already going?
How does „Elon’s” taste?
> There is something definitely shady. I'd assume TSLA is a proxy for foreign governments, actors, etc, to get an audience with Elon / Trump / WH Admin is influential pedal, kinda like the Trump Liberty coin or w/e Crypto he was/is pedaling.
I’m referring to s&p, not spy which is a weighted vest index of the s&p. The top 7 is what is propping up the s&p, which is not an insignificant amount.
kias have been charging faster for some years already
Agree. It is crazy. It is even crazier that the stock is also widely recomended by analysts and To me this is insane considering Tesla's current shrinking sales, shrinking margins, growing competition, brand damage and their lack of functional FSD. The main thesis is when FSD works, it allows robotaxis without ugly shit on the hood and for several thousands dollars less than any competitor. Also, Robots rule and Tesla is obviously a leader in robots. Right? The only positive news I see for Tesla is it's sky-high valuation. This does make them more agile. Musk could easily buy Boston dynamics, AutoX and several other autonmous vehicle and robotics companies with cash on hand. He can use the hyped Tesla valuation and their $30B cash on hand to possibly buy his way out of this hole. Basically investors are funding this like a risky hedge fund with Musk taking 13% slice off the top for the privilege of giving him money to use to fix the issues we all know Tesla has. * [**Baird**](https://www.google.com/search?rlz=1C1GEWG_enUS1001US1014&cs=0&sca_esv=9e2f4bacbbf36aa5&q=Baird&sa=X&ved=2ahUKEwiGidvR_YOQAxUAODQIHcwEHiEQxccNegQIERAB&mstk=AUtExfAgVgVcyrZXSZFV7Q1jWRXmzJxEK8dPqQV2I-S0ezHNBGmMm27m6jamX4QwEr9pNGonAzAEhZBJ7mhBvcZQh2AZ1Srs6OyQddXQ3mZFocTqh9ZoAm-KL-Z3q8H-CM4-3_a5eCXbzmiMGkf3bL5MDaVr3-Q9lXk6p87x8sRITfXYZNlalB9bj_lMwlsJ7L_L0d4l&csui=3)**:** "physical AI company," reiterating an "Outperform" * **Dan Ives:** Recently raised his high-end price target to $600 with "Outperform" rating based on AI progress with robotaxis and Optimus. * **George Gianarikas:** Maintained a "Buy" rating and significantly raised his price target * [**Goldman Sachs**](https://www.google.com/search?rlz=1C1GEWG_enUS1001US1014&cs=0&sca_esv=9e2f4bacbbf36aa5&q=Goldman+Sachs&sa=X&ved=2ahUKEwiGidvR_YOQAxUAODQIHcwEHiEQxccNegQIQRAB&mstk=AUtExfAgVgVcyrZXSZFV7Q1jWRXmzJxEK8dPqQV2I-S0ezHNBGmMm27m6jamX4QwEr9pNGonAzAEhZBJ7mhBvcZQh2AZ1Srs6OyQddXQ3mZFocTqh9ZoAm-KL-Z3q8H-CM4-3_a5eCXbzmiMGkf3bL5MDaVr3-Q9lXk6p87x8sRITfXYZNlalB9bj_lMwlsJ7L_L0d4l&csui=3) increased its price target, citing market sentiment and Tesla's forward-looking approach to AI. * [**Deutsche Bank**](https://www.google.com/search?rlz=1C1GEWG_enUS1001US1014&cs=0&sca_esv=9e2f4bacbbf36aa5&q=Deutsche+Bank&sa=X&ved=2ahUKEwiGidvR_YOQAxUAODQIHcwEHiEQxccNegQIRBAB&mstk=AUtExfAgVgVcyrZXSZFV7Q1jWRXmzJxEK8dPqQV2I-S0ezHNBGmMm27m6jamX4QwEr9pNGonAzAEhZBJ7mhBvcZQh2AZ1Srs6OyQddXQ3mZFocTqh9ZoAm-KL-Z3q8H-CM4-3_a5eCXbzmiMGkf3bL5MDaVr3-Q9lXk6p87x8sRITfXYZNlalB9bj_lMwlsJ7L_L0d4l&csui=3) also maintained a strong buy rating, noting the positive impact of the compensation package removing an overhang on the stock. ***Say what?*** **AI and Robotics:** Tesla's progress in artificial intelligence leadership and progress in robotaxis and Optimus humanoid robot are foundation recomendations.
Felon will come up with some BS promise like he always does. It’s worked for a long time. It will work on the newer fanboys but the rest of us know better and actually look at the actual business and see nothing good. So he will push robots since CT, his vanity project, has failed miserably. Think of the people who placed a $50k deposit on the roadster that was supposed to be produced like eight years ago. What a scam. I’m on my second and last Tesla. I was a shareholder from 2017 until this year. I’m done.
The cfo makes a 150 million…. You think that’s just a coincidence? That’s what it costs to cook the books
A link would be helpful here. This one has Tesla at 2.52%... still a blip. [https://www.slickcharts.com/sp500](https://www.slickcharts.com/sp500)
“Next administration” by the talks of your “war” secretary you’re not going to have a next administration anytime soon.
Look at teslas market cap. Starting with company 500 and working your way up, start adding up their market cap until it equals teslas. You can determine how significant it is yourself after those findings.
The new BMW iX3 will do up to 400kW, so that's pretty dang close to 500kW. I'm sure China has similar models or they have plans to.
How is that different from the links I sent? You aren't providing any details -- only hand-waiving.
Fred lambert is a bitch and mad he sold his Tesla stock. Truly pathetic excuse for a human being.
Why do people say "FSD" doesn't work? I use it pretty much every day on the highway in my Model Y. Am I just lucky or something? I don't get it lol
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