Tesla ($TSLA) is facing criticism and scrutiny on various fronts. Concerns include the founder's leadership, software business model, delivery estimates, fraud allegations, and competition. Stellantis ($STLA) paying discontinued subsidies for German car buyers prompts a call for Elon Musk to follow suit. China's strong demand for Tesla is highlighted, with record-breaking sales expected in Q4. The company's profitability in Germany and its global market share are also subjects of discussion.
$TSLA call buying program 255C 257.5C 260C Maybe also 262.5C, not sure
Enjoy your bubble-fraud, future bag-holders of the world! $TSLA https://t.co/IC8ot0hZJc
$TSLA will likely no longer make ANY net profit on cars sold in Germany. Enjoy your bubble-fraud, Teslemmings! https://t.co/0BacwbNFNO
Global #EV sales grew 29% y/y in Q3, with #China market accounting for 58% of total; #BYD's global EV market share at 17%, in line with Tesla - research https://t.co/haGgRmRP6L
Tesla and Mercedes-Benz to compensate for loss of German EV subsidies https://t.co/I8SvVjCxJK
18,300 Tesla registrations last week in China look good. In Q4, China sales are expected to set a new record, while US sales most likely won't, and Europe could go either way. The demand in China appears stronger compared to the other two main regions.
$TSLA China insured registrations for the week of Dec 11-17 came in at a monster 18.3K, its third highest week ever, putting China 4Q at 138K with two weeks left, ahead of the entire 3Q and on pace to break the record China 2Q delivs of 156.7K. Source: @piloly @elonmusk… https://t.co/dSfuNbgQuf
Fanboys reaction to this - there can be only one meme describing it. $TSLA https://t.co/msXulotoHw https://t.co/ft5z6bO8hH
Musks ego keep him from just using the tech that works since years and his customers keep suffering. Wipers are just one example - Tesla more and more has to play a catch up game for basic functionality. Fans tolerate this, regular buyers not so much. $TSLA https://t.co/o1LBMAS6fq
$TSLA pulling all the stops to close out the year. - 6m Free Supercharging - Fed Tax Credit Expiry Dec 31 (pushing customers to benefit) - $3k discount per car https://t.co/OsRimAC1FQ
Good number for $TSLA in China this week: 18.5k My Q4 Estimate: China: 170k (32k in last 2 weeks) ROW: 43k US: 160k EU: 90k TOTAL: 463k Street Consensus: 481k Verdict: Going to be a MISS https://t.co/3WR5YtvKwB
BREAKING: China delivers huge amount of registrations last week. 35% y/y with 18,300 insured in one week. https://t.co/AOcagCXDFi
Tomorrow should be fun $TSLA https://t.co/RvdXcoa7TW
NEWS: 18,300 Teslas were insured in China last week, up 35% YoY. This is about 15% above expectations. https://t.co/PN2SVkIuFy
$TSLA 🇨🇳 NEWS: Tesla China insured units < Dec > (27)-3 : 17,400 4-10 : 15,400 11-17 : 18,300 https://t.co/dGfiO1G5d8
China reported 18.3k @Tesla insurance registrations for the week of December 11-17. 🇨🇳 That's +15.0% QoQ, +10.1% vs. best quarter and +35.5% YoY. Third highest week ever. https://t.co/FhBupECnHu
$TSLA price target lowered by $1 https://t.co/PY5YufmcLE
$TSLA / @elonmusk - Wen RICO BEWARE: Believing Elmo Goebbels, convicted fraudster Dan Ives, or conflicted and exposed Adam Jonas can lead to felony charges. When $TSLA house of cards collapses to $25 in 2025 just remember that it was designed to fail. https://t.co/nAnPSMCHIX
$TSLA / @elonmusk - FSD = Theranos? Free Trevor Milton Free Elizabeth Homes Free SBF Free Ernie Garcia...wait... Free Chamath? If only there were signs...or rule of law... Wen RICO @SDNYnews @LisaMonaco ? https://t.co/20cuHv6HH8
NEWS: The Los Angeles County Sanitation District paid $1 million for 22 new Tesla Model 3s. The Sanitation District Fleet Manager said that after incentives & rebates the Model 3s were only $30,625 each. "Not only were they the best priced fleet vehicle, @Tesla could guarantee… https://t.co/uRzR58PMlQ
Friendly reminder: $TSLA will see its tax rate rise from 15% now to 25% from Dec-23rd in China unless Shanghai gives Musk a "hall pass". It couldn't come at a worse time. Look at their market share in China as of Nov'23 & think about how much competition there'll be in 2024. https://t.co/uDuv5EOAo5
Promotions across all EV brands and models in China (40% global deliveries), excl. insurance, financing rebates (which r in op costs). Competition will rise in 24 implying accelerating cap raise & shareholder dilution, as most BEV OEMs have LSD gross margin. $TSLA $NIO $XPEV https://t.co/3ygeR9uwOm
The only difference between Trevor Milton and Elon Musk is fundraising ability to keep the #FiITUMI act going. Trevor had a decent start following the #ElonQ playbook, but he caved way too early instead of promising ever more amazing things to keep the narrative alive $NKLA $TSLA https://t.co/un4M3NPRhJ
$TSLA / @elonmusk - Paint It Red Elmo could do +5 years!? No wonder he’s blackmailing people and parading kids around… Wen RICO @SDNYnews @LisaMonaco https://t.co/8YtMzdFEt1
$TSLA / @elonmusk / @MorganStanley - Fraud. Is MS aiding & abetting a conspiracy to commit fraud because of $13bn of Twitter debt (worth <$0.50), because of the options trading revenues or because of the fees that Elmo generates directly @FINRA? Wen RICO @LisaMonaco @SDNYnews? https://t.co/dVhS1sCcnJ
$TSLA SAME SHIT https://t.co/qd461tGHp0
This is a stupid move by Musk and $TSLA which again shows customer satisfaction comes after satisfying Musk's ego. Same thing like removing sensors without providing a suitable alternative. That's why Tesla is not Apple and never will be. https://t.co/J1zVHxwC5m
$TSLA / @elonmusk - Elmo Goebbels, Wen RICO? If FSD = Theranos on Wheels, it may be a lie... When does a <$2 eps car maker get hit with +$4bn in software liabilities after +17 deaths? Is Elmo the biggest "racketeer" in history @SDNYnews @LisaMonaco @SEC_Enforcement ? https://t.co/PK80Yw1edk
$TSLA call buying program 252.5C 255C 257.5C 260C
I love the "target price change precision" (from $957 billion to a mere $953 billion) from this idiot $TSLA pumper... It ALMOST makes his nonsense sound legit! https://t.co/Hfhx4F0aS9
Stellantis $STLA is the first car manufacturer to pay the discontinued subsidies for German car buyers. Now it’s your turn @elonmusk. Or does it come in handy has an excuse for demand limitation? $TSLA https://t.co/UV3AOLrvpL
$TSLA / @elonmusk - Fraud Only Exists in Hindsight When does a <$2 eps car maker get hit with +$4bn in software liabilities? Is FSD worth $200/share or <$0? Is Elmo the biggest “racketeer” in history @LisaMonaco @SDNYnews? https://t.co/uzdpWGQlXA
$TSLA / @elonmusk - Fraud Only Exists in Hindsight Why is a <$2 eps automaker with collapsing fundamentals being H/t @AnnMLipton https://t.co/Oh3aPZCoUv
Tesla Delivery Estimates for Q4 were as follows on 8 Dec: • My Estimate: 477K (was 482K on 29 Nov) • Analyst Consensus: 481K (was 483K) I just posted a new update on Patreon: https://t.co/YwxQ9IVV5n It includes a calculation for the potential impact of incentive cuts on EPS. https://t.co/rI9iCuxBlE
$TSLA is the $PTON of electric cars. Exaggerated early adopter market and continuation bias leads to overcapacity, the founder thinks he knows everything better, software business model doesn’t play out. Well, competition is more fierce, so there’s a difference.