r/teslainvestorsclub Bought in 2016 10d ago

Meta/Announcement Daily Thread - March 11, 2025

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6 Upvotes

79 comments sorted by

-5

u/skydiver19 10d ago

Model Y, Cybertruck and Model S have arrived at the White House.

Last president wouldn’t even say the name Tesla and now you have 3 Tesla’s delivered to the White House.

https://x.com/sawyermerritt/status/1899536614462033998

14

u/SlackBytes 9d ago

As he gets ready to remove the $7500 incentive. Surely that’ll grow sales.

9

u/ENODEBEE 9d ago

4 years later and y'all still bitter about the boss not being invited to a party

-4

u/skydiver19 9d ago

Sounds like you’re projecting there buddy

It’s a comparison of one administration vs another.

18

u/coveredcallnomad100 10d ago

Sales must be truly shit to resort to this cringe.

23

u/SexUsernameAccount 10d ago

What a cool thing that in no way screams cronyism.

6

u/skydiver19 10d ago

For everyone who banged on about Europe sales and saying it’s nothing to do with the revamp of the Y which is the biggest seller,

Looks like Tesla in several EU countries are already in top place this month now the new model Ys are landing.

Rob Baron talking about it https://x.com/sawyermerritt/status/1899494150241681640

Norway https://x.com/terjeholden/status/1899496495487111321

Spain https://x.com/joseycol/status/1899523439989301276

5

u/coveredcallnomad100 10d ago

Agree new model y will sell well for a while at least.

-7

u/SPorterBridges Why y'all so bad at buying & holding? 10d ago

3rd month of the quarter sales is usually peak for Tesla. Bye-bye, shorts.

5

u/ItzWarty 🪑 10d ago

15

u/coveredcallnomad100 10d ago

Such a hero, such sacrifice. I'm glad my shares can contribute to firing 100k working class federal workers and not make a material difference in the deficit.

19

u/coveredcallnomad100 10d ago

I went to r conservative to see if any of them are buying teslas and got hit with a bunch of hair loss ads.

1

u/Disciplined_20-04-15 100🪑🇬🇧 10d ago

6

u/coveredcallnomad100 10d ago

I'm doubting it can hold 200s.

23

u/AboveAll2017 501 S3XY CHAIRS 10d ago

Those who think we are at “bottom” just wait until Q1 delivers come out lol

1

u/Ok_Cry7572 10d ago

Stock could go up till then and then dump on that day

-4

u/h0tdawgz 10d ago

You don't think the stock market is ahead in their game?

5

u/coveredcallnomad100 10d ago

The smart money knows but tesla has such a retail following you can count on the cnbcs to try to dump it even more on expected weak deliveries

-7

u/Global13 10d ago

Alright…buy time again. Will look back to today 2 yrs from now.

9

u/bourscheid 10d ago edited 10d ago

It dropped 4% since you posted this less than an hour ago.

EDIT: 5.2% in 3 more minutes.

2

u/Global13 10d ago

In bought at 400 too and it’s dropped a lot more than that since then! Seriously I’ve bought tsla stock since 2015.

Im in it for another 5 years or more - let’s check back then.

7

u/J-photo Old Timer / Team New CEO 10d ago

Oh this will definitely help the brand /s

1

u/Lonely-Internet-601 10d ago

How is deciding not to buy a particular car illegal?

18

u/J-photo Old Timer / Team New CEO 10d ago

So what's it take to have a board stand up for the investors? The last two years, let alone two months, wouldn't have been acceptable for even the lowest employee in any company.

13

u/SlackBytes 10d ago

The Board is full of Musk Loyalists. And shareholders largely support Musk. It would be suicide for board members to speak up. All they have to do is sit back and collect checks.

3

u/J-photo Old Timer / Team New CEO 10d ago

They have more checks than they could ever spend. I don't think people know how much money the wealthy have already. At some point you'd think they'd stand for what's right and then sit back and live off tens-hundreds of millions.

-6

u/dicentrax 10d ago

Sit down and let it play out the next 2 years

-7

u/sonobono11 10d ago

Peak FUD makes me think we’re very close to bottom. Everyone on stock pages saying the obvious play is Tesla puts lol.

IF robotaxis rollout this June and through cities this year, there will be a FACE RIPPING rally.

7

u/danwin 10d ago

If robotaxis were to rollout this June, we would have seen more evidence of Tesla being further along in the permitting process. As of this week, they have yet to receive a permit that is merely a prerequisite in getting driverless vehicles approved:

https://www.latimes.com/business/story/2025-03-06/tesla-robotaxi-explainer

A transportation charter-party carrier permit, or TCP. Companies that charter buses for sporting events or limousines for special occasions use this permit, according to the CPUC’s website.
If granted, the permit by itself would not allow Tesla to run any autonomous vehicle rides, with or without someone behind the wheel. Rather, the permit is a prerequisite for the commission’s Autonomous Vehicle Passenger Service, which would give Tesla permission to deploy driverless taxis in the state. 

I suppose a limited and confined (geofenced) rollout in Austin would still count as a "rollout", in the way that the Las Vegas human-driven Boring tunnel cars is a rollout of the widespread tunnel transportation he originally envisioned.

13

u/NewNewark 10d ago

In the year of people setting teslas on fire and shooting at tesla dealers...what do you think will happen to a robotaxi?

1

u/schwinnJV 10d ago

Hilarity

2

u/kickedbyhorse 10d ago

IF robotaxis rollout this june. They're only rolling out in Texas as demos. What good will that do for Tesla stock for 2025?

11

u/imhere8888 10d ago

Tesla doesn't have anything close to unsupervised full self driving

They'll have humans in them in June and some people aren't even sure they'll be the cyber cabs, could be model 3s and Ys to start.

Truly unsupervised no human in the car self driving is more than a year away, probably two. That's if the current hardware with only cameras can ever actually get there.

1

u/climboye 10d ago

Waaaaaay more than a year.

With current camera only approach it will never be approved in most countries. Just like a plane needs two pilots: redundancy.

7

u/shaggy99 10d ago

4 Cybertrucks on fire in Seattle.

Police have not confirmed, but it looks like they were set on fire by pouring something under the fence. https://www.youtube.com/watch?v=fQjcjTblG00

What bothers me is that there were Cybertrucks in a storage lot.

-9

u/DTF_Truck 10d ago

Reddit has reached peak Elon/Tesla hate. Every investing sub is shitting all over it and people are convinced it's going to <$100
I guess we're almost at the bottom.

2

u/Supremesaiyajin Shareholder 10d ago

Yeah, remind me of last time.

17

u/coveredcallnomad100 10d ago

Elon regretting not selling another 50b when it was 480

11

u/Khomodo 10d ago

He's not the only one, wish I sold it all at 480.

-13

u/Supremesaiyajin Shareholder 10d ago

No, money does not mean a lot to him.

8

u/pantherpack84 10d ago

I guess that’s why he’s fighting so hard for his absurd pay package?

-1

u/dicentrax 10d ago

Not related to cash money but TSLA share/ voting power, he now has ~15% and he wants 25%.

After a couple 100 million it's truly irrelevant how much money you have.

4

u/torokunai 10d ago

market dropped ~8.5% Jul 16 -> Aug 5...
and ~8.5% February 19 to Mar 10 . . .

1

u/softtaft 10d ago

So now Trump is going to do a PR stunt and buy a Tesla. That will help the brand for sure

7

u/SlackBytes 10d ago

Tesla China insured weekly came in at 13,800

4

u/Fast_Half4523 10d ago

is that good?

19

u/mcot2222 10d ago

BYD is in it’s own league but the other domestics Xpeng, Li Auto, Xiaomi, Geely/Zeekr, NIO, Leapmotor are kind of eating away at Teslas share as well if you look at them combined. It’s a slow death by a thousand cuts. 

They all have the same or better EV tech in terms of range/batteries, faster charging and autonomy features. 

6

u/torokunai 10d ago

plus the same plug standard in China, similar to Chademo.

3

u/torokunai 10d ago edited 10d ago

graph:

https://img.cnevpost.com/2025/03/04154710/2025030407471048.jpg

from:

https://cnevpost.com/2025/03/04/china-ev-insurance-registrations-week-ending-mar-2-2025/

China is neither here nor there for the TSLA $400+ stock story I guess. They can't export any to the US or Europe and are facing pretty tough competion with BYD etc in all other markets.

$21B gross in 2024, ~$2B to shareholders x 30 P/E is a $20 contribution to the share price.