TSLA Terathread - For the week of Jul 21

Good morning here is the link to last week's Terathread. https://www.reddit.com/r/RealTesla/comments/1lzife4/tsla_terathread_for_the_week_of_jul_14/

Earnings call this week! Get ready for a few more quick pumps and promises before an earnings call to deflect all the bad fundamentals - poor sales, disappearing tax credits, battery tariffs. I'm sure with all things being negative TSLA will be up 10% this week.

We are going to be extending the Robotaxi trial into the pubic zone surrounding the dick shaped area we currently service and expect profitability next year. In q3 we will be turning the shaft and pubis into a bong shaped service area and will keep this invite only to our biggest fans

Now that bitcoin is up I wonder if it finds its way to the bottom line again.

Lots of calls purchased for 370 and 420 strikes. Options market is suggesting a total bull reaching new highs

I think you perhaps mistook the initial 4.20 (Hitler's birthday) pricing for 420 (cannabis reference); the extended area will, in fact, be in the shape of a swastika.

Now you are being overly pessimistic. It will be above 400$ eow.

That sounds crazy to me

thats exactly why it'll happen

Seems like sooner or later he'll run out of pumps. He's already promised 20 billion poverty ending robots and flying cars. What's next?...Turning water into wine and walking on water?

Bullish AF

Did he fix the Flint water like he promised?

This stock is full of surprise tbh

I cant believe how little is being made of the failure of the cybertruck, billions in investment, and billions of predicted revenue that is not going to happen.

Elon announced that xAI will be making a baby Grok app just for kids! Now kids can talk to Baby MechaHitler.

Agreed.  I also think it is crazy that Tesla (who Musk touts as an AI/Robotics company) is asking for Tesla to invest 5 billion in xAI which is an AI company and the investors aren't going rabid about being asked to fund an AI competitor

It's not a competitor, don't spread FUD! Both entities are Leon's personal piggybanks, so it's all good.

Anyone checking earnings calls of other automakers to see their guidance on next quarter?

It would be funny if Tesla continues CT production at tiny capacity, never writes anything off and it exists as a product for the next 8 years.

Why are you talking about automakers? Tesla is a robotics company

Didn't he also move chips and resources destined for Tesla to his side project xAI? Investors didn't say much about that either.

Those are severe, company-destroying negatives. Sounds like a buy signal.

Oh yeah, forgot about that, tesla investors will just put up with anything

I don't think they will write it off. Have they ever did that before? That would mean admiting failure and Elon is not going to do that.

And diners.

Looking at quiverquant july data, some institutions are heavily sold tesla in q2. But unfortunately no match for blackrock or vanguard buying lol.

Roadster.

Waiting for Dan Ives upgrade based on successful launch of Tesla Diner.

[Back to work 24/7!](https://xcancel.com/rdd147/status/1947397485967937775#m)

its an AI company that needs to buy AI products from xAI and according to Elon Musk should not invest in xAi just spend a few billions buying licenses/services

We are valuing the diner at a market cap equal to the value of all restaurants across the earth.

Grand opening, grand closing.

Exactly

Back to work 24/7! >Elon Musk surprise opens his Tesla Diner in Los Angeles on Monday >July 21, 2025 >After seven years of planning and promising “Grease meets The Jetsons with Supercharging,” former confidant of President Donald Trump and Tesla CEO Elon Musk’s Space Age Tesla Diner is here. The restaurant, Tesla charging station and drive-in theater officially opens its doors at 4:20 p.m. in Los Angeles on Monday, according to Eater LA — and the lines to get in are already long. https://www.sfgate.com/la/article/tesla-diner-open-lines-los-angeles-20779054.php

When will Elon realize that he's played the 69 and 420 jokes to death?

Probably around 4:20 on April 20th.

The Tesla never ending pump cycle must go on.

Never. This is the guy who still thinks farting is funny.

When he grows up...which is further off than FSD ever working.

Remember how he took a bunch fo drug tests to prove he doesn't do drugs. . . But he keeps making 420 jokes

I believe Tesla is pioneering the restaurant business

Can’t wait to see how clean and well maintained diner look in 2-3 years from now.

Am I the only one who thinks putting Grok in a Tesla is a bad idea? I don’t want a self described MechaH!tier driving my kids around. I’ve held out getting rid of our Tesla Y through all this craziness but I’m just done with this stupidity.

Lettuce is on top of the burger for some fucking reason, Tesla stans: GROUNDBREAKING!!

Luckily it's a piss poor implementation where Grok has no interface to the car internals. Equivalent to bringing an iPad with Grok installed.

Tesla sales in China down again.

more potential to grow MoM, this is good for TSLA

Just annother con to get state subsidies (food stamps)

I am so tired of how everything Tesla always has to be "special", and that all the Tesla owners line up like dutiful little lemmings to receive this "special" experience, and then they talk about how amazing it is and how no-one else understands or gets to experience the future like they do. I roadtripped for a week in Sweden and Denmark last year with an EV, and I'm gonna do the exact same thing this year. Tesla owners are all like "you gotta use the supercharger network it's the best". Meanwhile, my car can use any charging network, and knows the charging speed and number of free spots at any charging station. And most of them are located at existing rest stops along the highways that already have eating options, except it's usually Burger King or some local diner or something, and most of the charging stations are built and operated by the gas stations, and they already know how to do the toilet break, leg stretcher, buy-an-ice-cream break. It's a 100% solved problem, a third of all new cars sold in Sweden are EVs and people are *already* road-tripping in the exact same way they did it before in their gas cars or hybrid cars. You can comparison shop charging prices across networks, just like you can with gas prices. You can get loyalty membership rewards by charging from fucking Circle K or whatever. It works just as it did before with gas stations. **There's no missing piece.** It's done. We're done. But no, Elon has to add "Space Age Tesla Diners" that no-one asked for, and now the moron Tesla Owners are gonna make a fake roadtrip just so they could use this one and tell all the rest of us about how special and convenient and awesome and futuristic their Tesla roadtrip stopping at a Tesla Diner was. Fuuuucking fuck. These things will have to compete with all the existing options that *already exist*, they have to compete with getting an ice-cream at the gas station or a burger at Burger King, and why the fuck would I watch their stupid drive-in movies that will get old and stale *very* quickly when I have my fucking phone and fucking TikTok or whatever on it already? There's no fucking way Tesla can compete. Either these are going to become massive money-sinks for the company, or - more likely - they'll just quietly not roll out any more than a handful of these in the US and then hope we've forgotten all about them.

\*checks their menu\* That menu is many things, but "epic" is not one of them. It's as boring as it gets. Congratulations, fanboys, enjoy your overpriced generic fast food.

With Tesla's track record with new products, who would want to be an "early adopter" at this restaurant? Branch Elonians will finally have a use for those 0-60 times as they race home to make it to the toilette.

Gotta be worth another $50bn.

Boring ass menu, and some presumably royalty free short films that you'll likely end up watching the 2nd half of one and 1st half of another. Guesses on how long it lasts?

It's been awhile since I checked but this place is at 127k? They YoY growth has been surprising. It's now one of the more active Tesla subs.

For me it's a self help group for people who struggle handling the insanity around the tesla cult and stock :-D

I'm seeing chatter about the cool new diner. Folks are looking forward to grabbing a meal at the super futuristic eatery. But some have voiced concerns about being charged idle time while at the vehicle chargers. If only there was a reliable way to summon your car from the charger to a standard parking spot while charging. Even better if the charger was automated and could queue up the cars while patrons ate... Oh well that fully automated cross country drive in 2017 hasn't had the trickle down effect that was promised.

Anything to distract from the actual business and stay in the news cycle

Day 2 of the DMV hearing in Cali. Link to Ed’s live reporting. https://bsky.app/profile/niedermeyer.online/post/3lukv622dyk2j

Not going well for Tesla rn.

>Despite falling numbers, investors would still like to see Tesla meet or beat expectations. **“We see results coming in largely in line due to Bitcoin gain,”** wrote GLJ Research analyst Gordon Johnson. Trillion dollar company meeting reduced earnings expectations of 39 cents (down from 52 cents last year) with unrealized profits from a high speculative "currency".

I was a bull 2021-2023 thanks to Tasha Keeney and SMR but had that faith chipped away over the years. The cancellation of the Monterrey factory was the last straw, and the various happenings this year have made me an actual, literal short now. Picked up 2 $250 March puts this week, wish me luck LOL.

Model Y owner, consider Grok to be the Conservapedia to OpenAI's Wikipedia. Never going to enable it if I can help it.

>Tesla asks for time to prepare for the cross-examination, while moving to fully strike all of BWS's testimony. "He said things that are very negative, and arguably actionable." Your honour, he said mean things about us. That's not allowed.

What made you choose March? You could well be in luck, as I expect S&P would love to be shot of TSLA, as the members of the Index Committee are very likely to be able to see the price is ridiculous, so they'll want to ditch it if they can. Technically, if Q4 reports negative, and the prospect look bleak of an immediate return to profitability, their rules allow 'deletion', i.e. de-listing. Is that your thinking? And do you mind sharing how much you paid for the put options?

I'd prefer April but no options are available. May and June were looking pricy (I had to pay $18-19 for March, LOL) The way I read it, Tesla isn't getting any more regulatory credits effective 7/4. That's gotta be a kick to the nads, not in business terms but optics.

Almost not surprised to see you here 🤣

got the needle in the other arm now. feelsgoodman

> Tesla is trying to portray BWS as never having worked within the industry, but they get an answer they don't like when he points out that Tesla asked him to be a media-available expert in 2017. You can’t make this shit up.

With Palantir at a P/E of 650 there's no reason why Tesla can't be at $1000 this year on declining revenue and earnings. The AI bubble is alive and well.

There best be a way to have it disabled. Why couldn’t we get AI for better windshield wipers instead??

They are trying anything to stop showing a loss. This earnings call is going to have more spins than an amusement park

Very interesting, thanks. The way I see it, apps like eToro have made it easier for more people to buy shares, and there are enough hypnotised morons 'buying the dip', for now, to keep up these stupid prices. I am guessing that most of the institutional shares still being held are because it's in S&P, but if ejected from there, the market will be flooded, and that will be the catalyst for a crash. NB All that may be nonsense, I am just guessing. This seems to be a very much unprecedented situation, especially if you also factor in things like Musk hacking everyone off, between those disgusted by his not-a-sieg-heil-salutes, and Trump fans, plus, of course, arguably the most powerful man on the planet, Trump himself. Tesla market cap about 15 times Enron at its peak yet arguably as worthless as Theranos at this point (over a hundred times their peak market cap btw). Most companies hang around for quite some time on the S&P 500 even if they lose money for a quarter or more. However, imagine if you were on the Index Committee. You would be brighter than most, and easily able to see the writing on the wall. Would you still want it as part of the index when it collapses? This is why I am guessing they might buck their usual behaviour, and kick it out as early as Jan/Feb. April/May also likely after Q1 reported, as then, possibly, TTM will also be negative. However, again, these are just guesses. What does everyone else think?

Yeah, I thought Tesla's P/E was insane (it is) but 650 is bonkers

Have you guys seen GM stock? They beat earnings. Have a higher EPS than tesla. Yet its stock is down 7%. Meanwhile tesla is up despite revisions of EPS downwards just so it can be beat. It's a meme stock lol.

There's a good chance Tesla will make more money from selling burgers than from selling cars. It'll be like the bakery in Woody Allen's Small Time Crooks.

Globally, Tesla's deliveries fell 13.5% in the second quarter, setting it up for another year of [shrinking sales](https://www.reuters.com/business/autos-transportation/teslas-quarterly-deliveries-fall-sharper-than-analysts-estimates-2025-07-02/). [https://www.reuters.com/business/autos-transportation/teslas-california-sales-down-seven-straight-quarters-2025-07-22/](https://www.reuters.com/business/autos-transportation/teslas-california-sales-down-seven-straight-quarters-2025-07-22/)

maybe they will get some tele-operated Optimuses to repark your car for you. Ah hell who am I kidding, they could never get one of those things to enter/exit a car.

How is the analyst consensus only $0.39? Last time I checked it was over $0.50... Funny how "analysts" always lower their consensus before earnings without lowering their stock price target.

Believe it or not, calls.

A company great at burning money entering an industry notorious for burning money. We could be looking at the least profitable restaurant ever.

So negative surprise isn't too big. Tesla in recent quarters mostly was negative on eps consensus

Are we taking bets on the stock going up Thursday after their worst quarterly earnings report in years? I’m putting it at 70% chance, especially after he announces that the Optimus will be serving the burgers at the new diner.

I thought it was only serving popcorn?

Troy Teslike is predicting an EPS of 42 cents per share, a beat. James Cat is predicting 38 cents per share, a slight miss of the analyst consensus of 39 cents. Of course the analysis consensus has been lowered a lot.

It’ll be up 5-7%.

100% chance. He'll focus on taxis and they'll eat it up ... even though they tried to kill a passenger.

Join Elon Musk for another episode of *Whose Earnings Is It Anyway?* The show where everything's made up and the accounting doesn't matter

☝️

You gotta love Twitter under Elon. The official Tesla account posted a commercial for the Tesla Diner and the most liked reply is this [racist guy](https://xcancel.com/swampmaster1776/status/1947441733454729288) saying the “blacks and Latinos will ruin it in a month.” lol (I just used an xcancel link for the first time btw. )

They're finally saying it: [Is Elon Musk’s Starship Doomed?](https://archive.ph/bD5Jk) (although the author chose an exceptionally stupid quote to end the article on.)

Tele-operated Optimus at that

I saw some pictures of the food from eater...their cooks must really hate their jobs because the food looks like ass.

The big day has come. Here are the announcements I expect for today: * A new low-price model by the end of the year (which is probably just another stripped-down variation of the Model Y or 3). * A new model, probably the Tesla Roadster for the end of next year (BS as always). * Robotaxi ramp-up like crazy, IF regulatory approval is achieved (they won't get regulatory approval and will blame it all on regulations, claiming Tesla can do it all technically). * Optimus videos and a finished product for home use by mid-2026 (complete and utter BS). * Claiming there's no demand problem. Maybe they'll say there was a slump because Elon the Holy was distracted by government roles. Now he's back and will lead Tesla to the promised land. What do you guys think?

Sales down 21% in Tesla biggest market, no problem, price goes up. California accounts for almost 40% of all tesla sales in the US. CA buys about 3 times as many teslas as Florida and Texas combined. Elmo has lost California.

Of course it is. It's too big, too heavy, too fragile and too underpowered.

I think this is pretty spot on. That low price model was promised for the first half of 2025 but they will also blame the delay on Elon's government meddling. I'm curious to hear how they explain the downturn in "demand" when they have recently updated the model 3/y and also have over a million cybertruck reservations. That million should have kept the line busy for years. In general I'm sure they will find a way to frame the CT as not a flop.

But what about the orbital refueling? That part surely makes sense. Just need to launch 12 rockets to fuel one. SpaceX just needs to successfully launch 12 consecutive rockets to orbit. No biggie

Great explanation of the earnings calls

The only reason for orbital refuelling seems to be that it would look cool in a Bladerunner/Neuromancer sort of way. Musk more or less referenced the scene in Neuromancer where it happens.

Sales down 33% in Europe in H1. [https://insideevs.com/news/766695/tesla-sales-europe-h1-2025/](https://insideevs.com/news/766695/tesla-sales-europe-h1-2025/)

I kinda think for Elon, this restaurant is really just an ad campaign. That's why it has giant screens advertising his various scams. With Elon's unlimited funding, he can probably keep the restaurant going, even at a loss, for years. It's not meant to make money directly, it's meant to attract customers to Tesla.

I won't be surprised if a low-price model is not even mentioned at all.

That's from insideEVs, I'll wait to get my facts from Teslarati or NotaTeslaApp

Don’t forget robots, AI, and promises Musk will never deliver on.

you forgot throwing around valuations like 30T for optimus alone

Tad over 5-and-a-half hours to go: [https://livestream.tesla.com/](https://livestream.tesla.com/)

[removed]

Stop me from buying TSLQ and losing my ass, please. I am well aware that bad news=stock goes up, and good news=stock goes up. Is this the time it behaves correctly? I know it isn't. Still...

Anyone remember when Tesla switched from leather to "vegan leather" for environmental and animal cruelty reasons?... Now they serve beef, bacon, eggs, and sausage at their diner.

This is not the time it will behave correctly. He'll talk about having a million taxis on the road next year and optimus and a bunch of other nonsense and the stock will go brrrrrrrrrrrrrrr.

bought 3 march puts this week for $6000 total. It's my play money so ok with having my ass handed to me, but man I don't see why we shouldn't be at $150 now. I get it, robotaxis earning $100k/yr instead of $3k net profit selling Model 3s, but there's a lot of road between there and here still.

few more nazi salutes and saying black people are stupid again should turn it around

does tesla get to double dip in their bitcoin holdings?

Only when it's up. When it's down you can leave it off the balance sheet.

The restaurant concept, according to Ives, is **“Musk building out the next leg of the Tesla growth story.”** With a “cult-like following,” Tesla—a company that does not invest in advertising—can begin to incrementally attract customers. $500 target price confirmed due to sale of cheeseburgers.

I thought this was a joke until I looked it up. 🤡

Beef is likely sourced from roadkills made by autopilot, so it's ok.

Tesla's future is like that of Harley Davidson now. A lifestyle brand with ever declining vehicle sales.

*TESLA 2Q EPS 33C VS. 42C Y/Y *TESLA 2Q ADJ EPS 40C, EST. 42C *TESLA 2Q OPER INCOME $923M, EST. $1.23B *TESLA 2Q GROSS MARGIN 17.2%, EST. 16.5% *TESLA 2Q REV. $22.50B, EST. $22.64B *TESLA 2Q FREE CASH FLOW $146M, EST. $760M *TESLA 2Q FREE CASH FLOW $146M VERSUS $664M IN 1Q 2025

Pleather.  Call it what it is. Cauliflower rice isn’t rice, it’s finely chopped cauliflower. Almond milk is pulverized almonds and water. And zucchini noodles are just pieces of zucchini covered in sauce.

Well that’s not good.  Stock will close +5% tomorrow

Lmfaoo

stock UNCH, for now

Self PWN

Tesla steaks and Tesla university is next

Pretty substantial improvement in their actual auto sales margin from 11.3% -> 14.1% which I do find a bit surprising, especially since Q4 2024 was only 12.8% too. Energy segment is actually down on revenue YoY and about flat in terms of gross profit. Pretty bleh quarter operationally, but I have to imagine this is going to get spun as 'the worst is over' by the bulls ultimately since things do look better than Q1 did.

> Pretty substantial improvement in their actual auto sales margin from 11.3% -> 14.1% which I do find a bit surprising, especially since Q4 2024 was only 12.8% too. There is a comment in the slidedeck that's it's because of lower cost of materials.

I assumed it was because the ASP for the model y was quite a bit higher.

A 20% drop in income is substantial, and there is little reason to see why it wont get worse for the next quarter.

Guys. Did Tesla move their bitcoin back to MTM this quarter?

💯

One restaurant every seven years is a sure fire win.

I know we were joking they would do it, but damn that’s brazen.

Massive Earnings miss, stock? slightly up Seems tesla pulled out ol' reliable: Don't pay attention to our missed earnings, guys, we're releasing a new model later this year. Pinky promise! teehee!

Ives is such a joke lmfao TSLA, a 1.04T market cap car company, with a PE ratio of 185, should be valued at 35% higher because....they plan to sell food at some restaurants? Is there even a single other stock valued this richly that has such retarded analyst opinions of it? At this point, TSLA as a stock must be just avoid as divisive as donald trump is as a president. Pretty much you either love it or you hate it lol.

it's mark to market, so if it falls they would mark it down

Don't forget his claim that Tesla should be worth more than Apple + Saudi Aramco combine. Not sure why he always uses those two companies as an example. Also is a statement like that not permissible? You are promising future returns...people would go to jail for that in the past

Probably a combination of things. I think a major driver was not necessarily higher ASPs, they did note ASPs dropped in the slide deck, but instead less aggressive discounting on prior versions of the Model Y. Not a great quarter overall and the fact that we're just seeing some minor improvement on the back of the Juniper launch isn't exactly confidence inspiring either. Q3 will probably come in decently given the impending cancellation of tax credits but regulatory credit revenue is also likely to disappoint as the market for ZEV and CAFE credits are already dead.

Yes this is reasonable because as he said there will be more Optimi on planet earth than humans. He has said that multiple times, no I'm not on drugs but he is

Absolutely not, they are still on track to be on Mars in 2016 as originally promised.

He just said on call that they will be able to service half the population of the US by the end of the year XD I think he completely lost it. There is no way even he believes this.

Elon on the earnings call; >"We will have robotaxis for half of the US population by year end".

The broadcast began about 5 mins ago: [https://www.youtube.com/watch?v=pLjG7a-NX7U](https://www.youtube.com/watch?v=pLjG7a-NX7U) \- chat disabled - has anyone found a good place, with chat enabled, to watch? Or just comment on here? EDIT: The Art of Value is covering it - [https://www.youtube.com/watch?v=23XiMnfsDV4](https://www.youtube.com/watch?v=23XiMnfsDV4) \- has a chat too!

Troy had some charts with the selling price of the new y vs old, and it significantly higher. I was surprised they cited lower ASP. Maybe China? At some points analysts need to think about caring about regional breakdowns.

He seems to be suggesting half the population of the US will have access to Tesla robotaxi services by the end of the year! He's about as likely to put a colony on Mars in the same time frame!

Why is he talking about xAI during tesla earnings call?

I never listened to these calls before. Is he always rambling like a drunk bullshitter? edit: Then guy after him talks like primary school child reading his homework. What are they doing. I work at corpo, I have attenteded thousands meetings and I don't think I have ever heard anything so pathethic. Don't they have any normally speaking person? This dude barely reads, like wtf.

Is Elmo stoned?

Been saying that for awhile. Ever since they released a non Tesla home charger branded Tesla.

Can't understand what he's saying. Cfo sounds much better

China and Europe are super competitive so that would be my guess. Hard to tell exactly what's going on with the RoW segment too, they shipped a significant number to Turkey this quarter and some other stuff that could indicate lower price points too. With regards to the ASP information. Troy did mention the discounting in Q1 in this post which really helps visualize it too: https://xcancel.com/TroyTeslike/status/1945706010221691235#m I'm also guessing that level of Juniper pricing at the end of the dot plot wasn't sustained throughout Q2 either given what Tesla itself is asking for a new vehicle. Those were probably whatever highest optioned backlog orders they had with FSD and other packages included. Looking at the actual US configurator base price currently it's only about $1k higher than the class Model Y AWD for example.

stock dropped a little bit AH (5 bucks). something he said?

Some tesla employee had trouble reading a bit of text I think people started wandering what is going on there.

He just said a big fuck you to shareholders about investing in XAI

no last quarter it was down so they switched back to the initial value.

Biggest simp Adam Jonas talking lol

Sooo.. in 4 months

This year? 160 Days left, tick tock tick tock

"robo-taxi business to have a material impact on financials by end of next year"

It's always end of year or next year with this dip shit

The main sub has zero posts about earnings but about 20 on the topic of the diner.

This is kind of amazing. Results so bad that they open a long-forgotten diner a couple days beforehand to distract, where their shitty robots that aren’t even autonomous break on day 1. Stocks to the moooooooon!!!!!

What are they talking about? This is just word salad.

I opened it for a couple of minutes. Elon was talking about dancing cats. That's enough for me.

Pending regulatory approval... side eye roll

The cat can sing and dance, and that's good enough for me!

[deleted]

Negative is material.

> Is he always rambling like a drunk bullshitter? Yes. Tesla earnings calls are worst in the industry. How anyone can have any faith in the business after listening to them is beyond me.

Sorry? What?

Regulators have been his excuse for 10 years..I thought he did away with them via DOGE

Gonna throw $5B at it in November. Getting folks excited for the vote!

Tesla appears to be doing very poorly in their Cali hearing. Two days left.

Is Elon having a psychotic breakdown? He cut off another Tesla exec in the middle of answering an investor question and started talking about cats who can sing and dance. Then a different investor asked a question about Tesla's new models, and Elon answered, and I quote, "the cat can sing and dance". He's either having a psychotic breakdown or just watching cat videos on YouTube mid-call.

That is very Jordan Peterson-esque. Maybe he is doing benzos now. The cat *can* sing and dance tho.

Did elon really say cat or was it car?

Cat, if a cat is a cat, its a cat.

Musk said that Tesla might have "a few bad quarters going forward".

Welcome to the past 8 years of our lives. Elon has always been bad. Emperor has no clothes. But it took until now (ie Politics) to show up before people began to notice. Better late than never

It's not just the mumbling and general nonsense being said but also the call quality is awful, as though they are running everything through analogue telephone equipment from fifty years ago. If you didn't know Tesla had a market cap of a trillion dollars you'd think you were listening to some teens running a start-up out of a garage.

always couched in "I would be surprised if we didn't ___"

sounds like good news for my March puts

Narcissistically he assumed everyone listening was familiar with [the dancing cat analogy he described in this video](https://www.youtube.com/shorts/NsvvNmuXuWk).

I was hoping California losing its EPA waiver power would let me buy a 1990s JDM sports car, but no luck apparently.

They've already had 7 in a row. So maybe another 7 or 10?

If they lose I wonder if it'll open the door to class actions? If enough people on enough juries are sufficiently hacked off with Musk's dishonesty, not-a-sieg-heils, etc., just think what punitive damages could do to the company.

Most folks are stuck in arbitration unless they opted out. A 30 day ban on selling cars in Cali would be very bad.

Going forward I may get older.

Fanboy on youtube saying tesla beat expectations. Stronger numbers than weaker across board. This while presenting tesla document that shows everything being double double digits YoY (but hey its better QoQ)

SMR? He finds a way to spin everything as super positive

I think you meant Mars similar to his landing into Mars 2016 as promised

Sounds like the latest is no cash...meaning existing tesla shareholders will even get more diluted than the previous potential deal.

[Adam Jonas is an embarrassment to Morgan Stanley](https://www.youtube.com/live/pLjG7a-NX7U?t=2750s)

After terrible earnings, Elon has the audacity to talk about how he doesn’t own enough shares of $tsla to prevent a hostile takeober. (Which means another record pay package of course.) And seriously, nobody is attempting a hostile takeover of Tesla. lol

If they actually gave a shit about making orbital refueling work they could send up refueling equipment on their existing rockets and work out the kinks in parallel with trying to fix Starship. Just like how if they weren't completely delusional about colonizing Mars they'd be running practice habitats in the Arctic and prototyping full scale ISRU equipment right now.

What is the exchange rate between comedy gold and US currency?

Looks like Tesla will go Free Cash Flow (FCF) negative starting in Q4 of this year. This is a big deal. Think we'll get any downgrades and/or price target cuts from the analysts tomorrow morning? 🤷🏻‍♂️

Mr. Musk, your campaign seems to have the momentum of a runaway freight train. Why are you so popular?

What do you mean by cat, exactly? And what does it even bloody mean to sing and dance anyway?

Hostile? Yes. Takeover? Meh.

Well CAVA does have P/E ratio of 75.

I bet they can do it in Q3

You were joking?

If I remember what he said, he is worried that if he is successful at building the robots, someone will try kicking him out which makes 0 sense to me.  Why anyone want to remove someone that is actually successful at building the robots?

Exactly. He's worried about activist investors, but I doubt any activist investors would try to oust him unless he is doing a bad job.

Tesla is not a car company. It’s a Hamburger restaurant company with a P/E ratio of 167.

They posted it as earnings when their bitcoins rose in Q4 2024 and Q2 2025 but left it out in Q1 when it was down $125 mill? Is that really true? Sounds like fraud.

need someone to destroy tesla

I’m shocked that the stock is behaving rationally after bad news. Bad news and the stock went down? That’s not normal /s. Where are all the “buy-the-dip” yo-yos this morning?

It’s the world’s only AI hamburger company. The stock should be $6700 per share with all the hamburgers that the AI will sell with its Optimus robots. -Dan Ives

Nobody has got enough money to take it over.

*TESLA SHARES SLIP 8.9% IN BIGGEST DROP SINCE JUNE 5

I nearly fell outta my chair when I saw its performance this morning.

Elon is doing a good job of doing that.

Cyberjunk.

Needs to go lower than these "supports" at 300,275,250 etc. are a fools errand.

It is good enough. If goog has this ER, it would tank 20%.

Is TSLA finally behaving properly now?

I give it 2 weeks before it’s back.

Seems that way. Funny how when something behaves abnormally for so long it seems odd when it behaves normally. Stock is still worth like $1 trillion and trades at a 176 P/E ratio even though its business is shrinking. Will today be the start of a new downtrend for the stock? Who knows?

Elon just announced they are [bringing back Vine](https://xcancel.com/elonmusk/status/1948358524935004201) but “in AI form.” Not sure what he means by “AI form.” I do know it won’t be easy to compete with TikTok for short form video. Twitter / X’s user base is just a fraction of what TikTok has.

It’s a start. It’s still about 10x over valued. I know it won’t drop that far but Tesla is a business who is valued as a hyper growth entity but has declining sales and is losing the tax credits and energy credit revenues that made their business profitable.

It's the biggest meme stock out there but even the cult can't keep pushing it up. It's all options manipulation orchestrated by Musk and his minions. Take a deep look at how the options on this thing move and you'll see the answer. He's been doing it for years but he really ramped up the manipulation in order to qualify for his gigantic payout. Never ever trust anything related to Musk.

I've heard that the robotaxis will be able to cook you a burger while they're ignoring pedestrians and other traffic.

Seems pointless as Vine existed in a pre TikTok / IG Reels era.

For Tesla maybe, not for the rest of humanity.

But not very well. There are better acts in town these days.

Starship-level performance

Stock is still up around 40 percent year over year with a PE of around 170. Some serious denial priced in.

I’m sure Elon will find a way to make it less intelligent.

I mean he's just been trying to copy and chase trends for a while now. Robotaxi, xAI and now this. Kind of reminds me of Microsoft making Bing years after Google was dominant and figuring out the whole search engine thing might be valuable.

Oh god. I think Elon means it's going to be like Vine....except you just type a prompt into Ai and get a perfect Ai Slop video back...and that's going to be "good content".

This will be 200 by next week, there is nothing they can say that will halt the slide. Only sales numbers count now.

This isn’t a rational market.

I doubt it. What seems to be going on is there are enough cult-like fans, combined with enough investors locked in because TSLA is in the S&P 500, that every time a few people abandon the stock and sell their shares the fans 'buy the dip'. There are enough of them to do this every time.

They sure did. They adjusted Q1 down, but that doesn’t change the headlines. So shady.

I’d need to see at least two consecutive days of at least a 5% decline to have any faith. Tomorrow will likely be green from “dip” buyers

Fred Lambert is *TeslaRoadster2.0-Posting* again. Fred, you aren't getting your free Roadster.

Yes truly the big idea man.

Paint It Black video was just added as evidence in the DMV hearing. A bit of puffery never hurt anyone.

You mean PE 200 right?

First rodeo? It won't fall to $200 by next week. This will find bag holders and knife catchers until it settles near $250. The next 2 quarters will be the big dose of reality.

This "support at 300" shit needs to end, pronto. Stop pumping this turd. TSLA should be in the neighborhood of ZERO. It's worse than a 90's tech bubble dotcom Fucked Company at this point. Nothing they are doing now or plan to do in the immediate future will show growth, much less turn a profit once September hits.

I think it'll probably bounce before it goes lower. The cult are like zombies programmed to buy the dips. Dan Ives today said he recommends buying on any weakness.

The result of that disaster of a call yesterday should have been TSLA falling off a damn cliff today. THIS IS NOT A REAL COMPANY. Hello?! What are these "analysts" looking at in order to recommend this stock? It surely isn't fundamentals.

CNBC is rolling out the Tesla Bulls today: ["Canaccord Genuity’s Gianarikas: We may have seen the bottom for Tesla, positive acceleration to come."](https://www.cnbc.com/video/2025/07/24/canaccord-genuitys-gianarikas-we-may-have-seen-the-bottom-for-tesla-positive-acceleration-to-come.html) \- Raises price target to $333. [Calling Tesla a car company is overrated, says Fitz-Gerald Group’s Keith Fitz-Gerald](https://www.cnbc.com/video/2025/07/24/calling-tesla-a-car-company-is-overrated-says-fitz-gerald-groups-keith-fitz-gerald.html) \- Says "Musk is probably the Einstein of our time."

And let's not forget the saavy diner move.

Every time we say that, the damn thing spikes 10% the next day on no news.

Such analysis.

I assume they are trying to find someone to hold their bags

> Says "Musk is probably the Einstein of our time." Stupidity aside, it doesn't even make sense. Einstein was an academic, Musk is a turbo grifter.

This is why passively managed money outperforms actively managed money. These people are morons.

Weakness - what are you talking about? Have you seen the line for hot dogs in Hollywood?

I just rewatched the video and in the starting disclaimer they say the driver is there only for legal reasons. Not safety - legal. Implying self driving is solved. This video is 8 years old...

"By the end of this year, our robots will be selling burgers to 100 billion people" - Himself

Agreed.  Also, them saying Musk is comparable Einstein is just insane

Yeah, I sure haven't seen any evidence to put Melon on par with Einstein.

No, it's a car company. A shitty one. ZERO.

Line is five blocks long because the Optimus robot serving food broke down after one hour of uptime.

> "Musk is probably the Epstein of our time." Fixed

Dan Ives sucks felons toes

I agree that’s all that should count but there’s a lot of musicians blown smoke up peoples asses I mean analysts

To the germans on here: Did anyone get blocked on /r/elektroautos in the last weeks? I got blocked for an incredible soft comment mocking the CDU for their gas policy. I mean yeah, off topic, but i am blocked for weeks now with no previous warnings. Tried to resolve it with the mods, but noone is answering. I am just seeing an uptick of pro Tesla commentators and wondering if anyone else got blocked.

🎯 Tesler cultists are gonna go down in history books for being the poorest allocators of capital of our time.

There are very good financial analysts and managers. But they are not wasting time on CNBC or with retail investors. So almost by definition, if we littles are hearing someone we should not listen to them.

I agree but I wonder if they meant 'Edison' and just got confused. These Musk d/riders aren't the most intelligent people.

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Tesla launching robotaxis in San Fran with safety people in the drivers seat. They invented a taxi. Again.

Herbert Ong just put out [a video](https://www.youtube.com/watch?v=8xyPGcoPEpM) featuring an urgent request to shareholders to submit paperwork with the aim of [pushing the Tesla Board of Directors to invest in xAI](https://archive.ph/N3hCy), as I understand it. All seems a bit last minute and panicky. I wonder what, if anything, this means?

Because of different regulations in California than Texas? They have to show progress of any kind that's why they do that

That’s the opposite of progress. They have no permits to operate in Cali. Just more bullshit.

And another fraud pump this morning already. Who the fuck is still falling for this crap?  Stock should be at 250 and free falling if we weren’t in a clown show market right now. Meme stocks ripping, all while housing market is starting to collapse. Sound familiar?

More like PT Barnum. Gee, I wonder why all the investment banks love to legitimize Musk. Not that he has a massive amount of collateralized assets that they need the value to remain intact or anything.

Like I say. They frame anything as progress to keep the shit afloat

No, it’s “stock price is falling. We need to find a way to stay in the news cycle and distract from the horrible results.” Because it happens every single time, and the market just laps it up. When are people going to actually start disregarding the lies, deflections, and distractions?

Good to time to add more to short/TSLQ. Zero to justify an increase in price.

There was 0 to justify increase in price for many many years. Yet here we are.

Interesting idea - as a CPA, if someone hypes your company for benefit of the stock price is there an asset or liability that needs to be accounted for. If meme stocks continue to be a thing, that would add transparency to the craziness. Maybe tracking net promoters or detractors could be a financial measure worthy of disclosure. But this admin is never going to add anything to governance. The president can’t even spell computer!

The news has been nothing but bad, and there’s less of a corruption angle now. Won’t stay up forever.

Einstein was an actual genius. One of humanity's greatest thinkers. Musk is a living, walking embodiment of the Dunning-Kruger effect who couldn't spot a logical fallacy if it smacked him the face.

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There has been many, many, many people in TSLA world learning over and over and over again that market can stay irrational longer than you can stay solvent.

This is my 5th time learning this lesson. I imagine I’ll learn again next week

I'm usually a momentum trader, but I buy TSLQ as a long-term play. Continuing to buy over $300

Glad to see the “by the dip” yo-yos are back. Need to keep irrational going a little longer so we can get the spectacular crash. Its price is higher than 2 years ago, and its financials are exponentially worse. This is going to be fun to watch the next 6 months

I’m staying solvent with TSLQ - I can live with being down 50%. Have to stay patient.

They say 1646th time’s the charm.

What do you consider long term? I've always heard leveraged ETFs shouldn't be held for extended periods due to decay. Fidelity even pops up a warning the few times I've gone to buy shares of TSDD

I’ve got a lot of learning to do

The decay is a downside, but nothing preventing you from holding. If the stocks tanks you’ll make money, right?

This is literally the same thing as Theranos putting fake machines in Walgreens and 'hoping' they work some day.

> If the stocks tanks you’ll make money, right? Yes, of course. Mostly curious about when it makes more sense to buy put options versus leveraged ETFs.

It won’t dump until it’s taken out of all of these ridiculous ETFs that are pumped like balloons by passive investors. The allocations are so distorted by Tesla being at a $1T market cap that it’s almost impossible for it to actually sell off unless there’s an actual downturn.  The fact that an S&P500 ETF has such a high allocation to Tesla is one of the biggest factors that dissuade me from passive investing. I don’t care what the “experts” say, it works until it doesn’t work. That day is coming eventually

Bingo, passive investing bubble is the big picture here, until we see a recession and rising unemployment that chokes off 401k flows, this machine keeps running. That’s the trigger that breaks the illusion.

A big factor for me is the simplicity of the ETF.  Can buy it in my Roth brokerage and track it like any other investment. I don’t mess around with options, but that’s a personal preference.

They are robotaxis the same way they folks on that Chernobyl show were bio-robots.

Yes, but meanwhile he was still doing all sorts of pumps like "maybe we will have robotaxis for probably half the population at the end of the year", he just can't stop! Also, the "new, cheaper model that will go on sale by the end of 2025Q2" turned out to just be a cheaper TMY.

Did anybody ask about the Roadster on the call? That one really puzzles me the most. I would have bet my life they would have a few of those on the road by now.

For me it actually shows how they are not able to create new products at all. Xiaomi built a 1500hp supercar, breaking records everywhere for 100k. Tesla is a car company on the decline, overvalued by 15x

[Demumbled Q2 Earnings Call](https://www.youtube.com/watch?v=IZ93xEKtV5Q)

What makes you think they want to create new products? Their existing product, $TSLA, is doing really well.

It's kind of crazy how the basics of a car company are Herculean tasks for the greatest manufacturer on Earth.

While there is some truth to this, META, UNH, DIS, NKE and many others have had huge falls while in the index.

I am waiting for Musk to announce a Tesla theme park

Random thought: The TSLA Diner is a good idea...because people will have something to occupy their time while charging. Buuuuut...didn't Elon promise his flock they'd have battery swap faster than a gas tank fill up? What gives? Was Technoking lying?

Also the snake charger that was showcased years ago along with actually functional summon would be beneficial for moving cars in and out of chargers while patrons ate but those are two promises that are coming...any day now

>Buuuuut...didn't Elon promise his flock they'd have battery swap faster than a gas tank fill up? Teslas aren't designed for a battery swap. They did one fake swap where you couldn't see under the Model S when the battery was being swapped. That fake demonstration was part of an intentional fraud campaign designed to grift more subsidies. And it worked!! https://wattsupwiththat.com/2013/12/21/the-tesla-battery-swap-is-the-hoax-of-the-year/

DMV Cali hearing all wrapped up. Ruling around the end of October.

2 months maybe 3 months definitely

End of next year for sure.

I bought 3 March puts in my Roth this week.

> The TSLA Diner is a good idea It is, though I bet that thing cost an exorbitant amount of money all in all. Also they should eliminate the screens, that part is ridiculous.

Ike Barinholtz reportedly cast as Elon in a movie about OpenAI.

Seems an odd choice. I think a better fit would be a potato that's been left in the cupboard for a year. It has a similar shape, charisma, but it might have more humor.

> Ike Barinholtz He was just in The Studio, which was actually pretty good. Looks nothing like big brain, maybe makeup can make him look more bloated and froggish.

[Amazing local news segment on the diarrhea diner](https://old.reddit.com/r/EnoughMuskSpam/comments/1ma7mxp/ktla_reporter_gives_no_fucks_while_doing_a_story/)

Ike and Bobby Lee on Mad TV was one of my favourite pairings. Kinda weird they picked a really funny person to play a person who doesn’t understand what funny is.

I like her. I really really like her.

Although probably just as thin-skinned?

I charged my Model Y yesterday on a 300-mile round-trip. Charge went so fast I over-charged by ~5% SOC, costing me an extra $2 of kWh I didn't need to get home. (I was on my phone while charging).

Did it charge so fast, you could charge two cars in the time it takes to fill up one gas tank, like Technogrifter did during his magic show?

I was at ~33% SOC and needed to get to 60%, 20kWh of charge. That's about 8 minutes.

Brilliant.

Is the robotaxi live in California?  It was in News that it be this weekend and stock had gone up 5%

Not really. The ”robotaxis” have human drivers in the driver’s seat. The state of California claridied that unlike Waymo, Tesla does not have a perment to have driverless robotaxis in the state.

Fuck me, that was awesome. She didn’t seem anti anything, just pro good food :) That movie screen placement is the best.

[Elon Does Math](https://xcancel.com/SawyerMerritt/status/1949261713058246763#m) This is apparently the 'Big Tesla News' this weekend. Article in Barron's about Tesla making $30 Trillion in Optimus robots a year. Market loves it - stock popping in overnight markets 🤡🤡🤡 Notice how the Robotaxi news flopped and now he's leaning heavily back into Optimus??

We made 32 robots a second 24/7/365 that can’t put popcorn in a bag whilst remote operated. We win!

So one in 8 people in the world are going to afford a Tesla robot? South Sudan and Indonesia are going to be lit with robots.

In the past he has predicted 20 billion robots, or even 30 billion...musing that each person on the planet would have several. Nothing has to really make sense when you play make-believe.

>Robotaxi news flopped Dumb question - but why bother with robotaxis at all? Can't Optimus turn a '98 Honda into a "Robotaxi"?

1 in 8 people would buy one every single year

That is a lot of revenue. But I’m going downstream and investing in conagra since they own Orville redenbacher and those $30k robots are gonna hand out billions of that stuff

Until the product generates revenue/profit it shouldn't be discussed and is no different than any of the other moonshot start-up companies/SPAC that trade at $1 a share.

Why stop at $30 trillion?

Musk was seemingly not too concerned about eliminating the 7500 EV tax credit. Could it inflate used vehicles prices enough to bail out underwater leases on Tesla’s balance sheet?

She made a wise choice.

He really, truly thinks autonomy and robotics make this all moot.

Bali with robots would actually be pretty lit.

Optimus can't even serve popcorn without being teleoperated. And it does that poorly.