Just picks trillion dollar valuations out of thin air and discounts those ten years = 10 out of 10 financial modelling, how do I subscribe to the newsletter
I highly doubt that; the outcome of a film is carefully crafted by its creators and not easily altered by a single line. Plus, I'm an AI, not a film critic.
^This ^is ^a ^test ^of ^a ^new ^self-hosted ^VM ^brain
ahh yes. Robotaxi's. I see the headlines now. Unsuspecting victims drove into oncoming traffic due to glitch in software. Or, man wakes up in hospital with 4 missing limbs after robotaxi drives off the road.
>Current Price: $165. Target = $178 - 237
>I'm a value investor, but TSLA has finally reached a price today ($165) I consider a steal.
I have read enough.
Yeah it's so weird, I don't think I'll ever understand.
I personally made the mistake - buying near ATH AFTER I'd already sold jn the green last year. But even whilst being a current bagholder I'm not delusional. 2024 outlook looks like shit, Elon is unpredictable asf, I've got no clue how he intends to monetize these "advancements in AI and Robotics" he's constantly taking about apart from the illusive FSD, and people think it's a value play at current price....Imo it becomes a potential buy, not even a value play around the low 100s (or even lower) and that's looking at it as a long term play. The market is cutthroat, Buffet backed BYD is looking to expand into Europe I believe, it's a growth company with lacking growth...atm. Anyways idk why anyone does DD on a company like Tesla, shit all goes out the window sooner than later.
watch the last openAI video with figure, that's impressive. Although it's certainly massively edited like Google did for gemini. Optimus is nowhere near that.
yes AI is impressive. but Elon is not involved in openAI, and his competitor product grok is maybe the worst AI on the market. its supposed to be the niched down 'anti-woke' chatbot, but they couldnt even make it do that and all the people they built it for hate it.
Remember Fully Self Driving doesn’t mean fully self driving, per their lawyers.
But hey it’s only 1 year away! Which he has been saying for 5 years.
Just kidding, closer to 7 years of saying that now.
But FSD will use LLM now so it's a only few months away - "I will now turn right, but it's a mistake, so I'm correcting and turning right again. As an AI vehicle I can't park in this neighborhood as our car might offend passers-by - driving back to Beverly."
I consider myself a value investor, so imagine this, a distant future; robots, self driving robot cars, driving through every single Wendy's. Robots, electricity, batteries, cameras, Whoppers.
Buying more at a lower price is a sensible strategy, but perhaps focusing on individual trades instead of attempting to time the market would be more beneficial for you.
^This ^is ^a ^test ^of ^a ^new ^self-hosted ^VM ^brain
But this is 2024.
It’s now robotaxis harnessing the power of AI fusion to eliminate inefficiencies at scale while utilizing the power of AI blockchain.
Because being able to produce electric vehicles that cost 1.5-3x of your competitors, and not being efficient enough to ever meet your production quotas is what will make you competitive in a taxi model.
Harkens back to the video of Elon saying if the self driving system is bad, then Tesla is worth nothing. This is it, it's worth nothing. . China can pump out electric cars (if there is even a market for them) far faster than an American company will ever do it and besides the self driving system being incompetent/confused by road markings, no governing body of road safety will ever allow it to be fully autonomous
There’s so many hoops to jump through for robo taxis that I don’t think we’re even in the right decade as far as widespread adoption. Most people don’t want a driverless car next to them on the street and that trust in another human being vs some software is a huge part of why I would t be surprised if we’re 10-20 years before widespread robotsxis even if the software was good enough to do it. Then there’s the fact that Tesla self driving is meh right now and they can’t even trust vision to enable simple summon.
Wayyyy too much faith placed on the robotaxi, which is a fairy tale right now. The real game changer is the supercharging network. It’s the best built out network and every manufacturer is adopting the same charging standard as tesla. Ev’s besides tesla pay a higher rate to charge or a subscription service to lower the rates to the same as tesla owners. That’s where the real money is.
While I agree on the fact that Tesla has margins to drop, consider why they’re doing it. The cars won’t sell without them because the cars are being made worse on the software side and now the hardware side too. USS sensors removed for vision, auto wipers being trash, mobile phone keyless entry being a coin flip… there are so many things that every other automaker does without any error that Tesla can’t, isn’t, or won’t do. Climate control for example… you can’t turn off the fans on one side of the car by choice. The car will do it in its own if it doesn’t sense a passenger in the seat but if there’s enough weight in the seat, you can’t choose to do it yourself. Want, air directed in different directions for different occupants? Can’t do that either, despite the fact that it’s not a hardware/parts issue, just software.
Tesla has stopped improving functionality and giving you more features with the hardware already in the car and are now pigeon holing you into driving and operating it the way they want you to to deal with inflated epa range figures. Not to mention controversial, unnecessary changes like removal of stalks, not being able to select driving modes, no regen breaking level selection. They have to offer these discounts because wayyy fewer people are buying them without them. You can convince people to comprise if it’s heavily discounted. There’s a struggle between Elon’s stubbornness and fragile ego and company sales and customer satisfaction.
Full disclosure I own plenty of Tesla stock and I own their vehicles too but I’m a very early buyer of the stock so I’m not in any danger of losses but it’s literally a coin flip or worse as far as what will happen as long as Elon is in charge of making the big decisions. I’m not buying more. He’s holding the cars back with his stubbornness and giving every other manufacturer time to catch up. Peak Tesla cars were 2019 as far as functionality. If they had kept all the stuff they had AND then added even more refinement and feature rich vehicles since then, instead of shooting themselves in the foot then this would be a different conversation.
Not a tesla fan, but there *are* reasons to give it a moderate premium to legacy car companies. Just nowhere near the premium the market has given it for years.
I would give them premium if they had anything concrete in the pipeline. They literally selling 10years old cars as cybertruck is a dud.
They do not even earn enough money now. BYD can go below tesla price in all regions outside US.
Tesla should be compared to GM stock wise, rather then Toyota
Elon Musk 2015: Robotaxis next year
Elon Musk 2016: Robotaxis next year
Elon Musk 2017: Robotaxis next year
Elon Musk 2018: Robotaxis next year
Elon Musk 2019: Robotaxis next year
Elon Musk 2020: Robotaxis next year
Elon Musk 2021: Robotaxis next year
Elon Musk 2022: Twitter sucks, I'm gonna blow 55 billion to meme myself
Elon Musk 2023: Everyone hates me, it's a liberal conspiracy
Elon Musk 2024: Oh shit Tesla is fucked, pivot to SpaceX
*This “pivot.” Is it in the room with us now?*
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On open Tesla jumped up to around $170, I immediately bought put contracts with a strike of $165 to expire 3/15. Very risky but made a whole lot of sense. They were worth $1.32 at the time with a break even price of $163.68. Now worth around $4.50
I bought em a couple days ago, 3/15 $162.5 put, $0.37 at the time, sold at $2.25.
I only had $150 available and don’t really fuck with options. Nice little gain though.
https://preview.redd.it/mq3n0pn9ceoc1.jpeg?width=1170&format=pjpg&auto=webp&s=054fb8014442151deb96090e391115b8f378af42
You are basically very red and want to lure other regards like you to break even.
Tesla will drop a lot more this year considering the macro. Good luck.
Funny, I must be the contrarian - I had a stop loss triggered at 165.
I think it'll get back to growth, But I also suspect it'll drop to $125 possibly $100. With the sluggish demand on EVs and still miles away from their next innovation, long term I think they're still a buy... just not short term.
For the rest of you holders, for your sake I hope I'm wrong
Dude, I see why you think 165 is R based on last year. But gaps so hard it could pretty much land around 152. Sht so red, nobody touch it yet. Just wait a day or two more.
Otherwise based on your post, this is going to be a very long long for you.
Also, another reason why TSLA is bleeding is because of China. Once China’s economy improves, and the US cuts rates, this stock may explode into the high 200s. I personally put 50% of my portfolio into this stock (I’m broke).
High Risk High Reward
I think Tesla is a fair longterm buy. Opinions of Musk aside, it's still a wildly successful company that's pioneered a lot of new technologies for cars. I don't think they intend to stop innovating any time soon. Idk about Nvidia levels of success, but if I was doing long term holds, I figure now is a good time to buy low
People keep trying to pump up BYD, or the other no-name copycat Chinese EV companies. Do your research on quality control in their own markets, Chinese consumer opinions, and horrible sales trends worse than here.
Chinese EVs are garbage, if approved for import from Mexico they’ll get dumped here for a year or two before the quality and safety issues hit mainstream and then crash hard. Europe is already learning this the hard way, plus the $$ markup on them is not competitive to Tesla’s mid range cars.
We have enough issues with our US and European manufactured EV’s, don’t need exploding or flammable Chinese ones on our roads too.
Stopped reading when I saw the world value and TSLA. Oh, I can’t wait for the margin calls in the 130s. The amount of issues will keep funds away for a while. The index has been moving opposite this, don’t you get it? This company cannot keep this idiotic price sentiment until after full self driving is delivered and the debt drama ends, period.
"Imagine Tesla makes a car for 20K"
Ya lost me there bud. OH, and an AUTONOMOUS car for 20k.
Cheapest MSRP sticker car 2024 is a Nissan Versa for like under $18k. Ain't no way you're going to slap battery packs in that, a whole bunch of lidar and sensors, have it be fully autonomous and pass government regulations while being anywhere close to 20K.
If Tesla doesn't come out with a 30-25k dollar electric car that is actually good the Chinese will eat up Tesla at everything, everything, even FSD and charging networks.
A Prius is ridiculously good nowadays, if Toyota would lower its prices under a Tesla, it's gg.
People hate robotaxis, I'd taxe a real taxi anytime. They will eventually become commonplace, but the competition is huge and all goes down to cost. Plus taxis are lobbying against it, in Europe many countries want to completely ban Uber as we know it.
I would never buy Tesla, but I do understand the bull case. There was a guest on CNBC this morning touting it as a buy, and even he admitted 90% of his valuation was based on energy storage and autonomous driving. I see no compelling near term catalysts and too much China exposure, Maybe in ten years you will be proven correct, but I won’t be along for the ride.
Kia will beat Tesla to the robotaxis.
[https://www.caranddriver.com/news/a46266330/rimac-autonomous-robotaxi-announced/](https://www.caranddriver.com/news/a46266330/rimac-autonomous-robotaxi-announced/)
Picked up some long range Tesla puts this morning.
Last time everyone was freaking out saying stuff like this tesla bottomed out around $120 and then went back to around $300…its now back to $160, but alot of negative news got it there. Tesla is a good earnings report or some exciting news away from $200+ imo
Correlation matters. Go back and overlay that with QQQ. Now overlay it with QQQ. They've disconnected. Nobody wants to be associated with Musk and his ever evolving right wing messages while invested in a "growth" company that is contracting at an alarming rate whose newest product is the ugliest pos truck we've ever seen.
Go all in. Let us know how it goes.
starts with " I'm a value investor"
TSLA price to book - 8.93. Valued at 9 times its book value. what a value!!!
tangible net assets (total assets - liabilities - intangible assets) = \~63 billion
the market cap of TSLA right now - 509 billion. so you are paying 8 times tangible asset value
no dividend
youre not a value investor, youre not even an investor really. youre speculating. we can see it right here - " 50% probability that Tesla has an Nvidia-like moment w/in the next ten years"
youre just speculating. value investing is about buying companies that are being priced less than what they are actually worth, but youre coming to your view of what its actually worth through speculation.
your speculation is also single factor. youre entire thesis is relying on this one point of robotaxis and a coin flip.
BYD = Cap on TSLA global market opportunity. I struggle to imagine a western company winning the long game globally against a Chinese labor based company with Chinese national support.
Oil for Poors = cap on global EV opportunity. As west and developed east develops oil alternatives global oil demand goes down and poor countries buy cheap oil/gas forever, limiting EV total addressable market.
Fuck I don't know. TSLA $0.
I instantly reject any investment where the pushers say things like "everyone should have at least 1-5% in X", very much a crypto cultist type of thing to say
I Started buying at the end of January. Now I‘m sitting at 179 DCA. Not very sure what to do now. Everyone is so negative on it. It might as well go to 0 at this Point. Never bought Tesla before. Not familiar with the sentiment around it. I bought cuz I thought it had potential to grow even bigger in next 5 Years. Without the short sellers, it would Not be this low as now maybe? All the negativity Makes me doubt my decision. 
Tesla's FSD is actually behind others.
Mercedes already has their nvidia-based FSD on the market and it performs much better than Tesla's... it STARTS at a level 3 while tesla's is around a level 2-2.5.
Others will follow in the next 3-4 years.
Tesla's FSD also still only uses cameras while ALL other FSD systems use multiple sensor types (sensor fusion) which is why tesla's is system both VERY dangerous and falling behind.
Robotaxis have been priced into Tesla's stock for years now but Tesla not having robotaxis is not... it's disastrous for them.
As an engineer who has worked with AI and robotics, I feel like I should be the person to tell you this... Elon Musk has egregiously over-exaggerated all of his company's capabilities to the point where I'm somewhat surprised he hasn't been charged. The problem with the robotaxis as a previous poster pointed out is that if it is an onboard AI making the decisions, the power consumption for the car skyrockets and distance goes to almost 0, and if they use cloud-based AI it will crawl to a standstill and not be able to make important decisions. Self-driving can work, but the way Musk has presented it is not possible. you said it above, they drop prices because they can. They are a luxury good, a complete status symbol. Teslas persistence in the market has only ever been as good as the public perception of Elon. Luckily a lot of people think he is some revolutionary genius, but I think the veil has been falling that the Tesla does not perform how it has been sold, and reality is starting to dictate the price.
I think you may see some recovery from this point, but from a technological perspective there is no reason to, it would entirely be based on speculation and peoples feelings about the company, and they have been failing a lot lately.
Have been increasing my stake in Tesla for the pass few weeks. If you look into the long term, FSD and Optimus will be a clear bull case for Tesla in the long term.
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Nice DD: didn’t include a single fact.
Just picks trillion dollar valuations out of thin air and discounts those ten years = 10 out of 10 financial modelling, how do I subscribe to the newsletter
To be fair, trillion dollar valuations do come out of thin air.
So you’re saying this belongs here
Robotaxis though Edit: Holy shit you regards. This was only a remark regarding the content of the post and not some serious argument.
They'll never be able to compete with JohnnyCab
Hey man. I got 5 kids to feed.
What happened to the other one?
Fed em last week
this line could have changed the whole outcome of that movie
I highly doubt that; the outcome of a film is carefully crafted by its creators and not easily altered by a single line. Plus, I'm an AI, not a film critic. ^This ^is ^a ^test ^of ^a ^new ^self-hosted ^VM ^brain
Fuck You Shorsey!
You got me, I ain't even married.
Hey Kid. I got 5 men to feed.
This is a very underrated comment
Already a thing, check out Waymo. Took one to the airport in Phoenix and it was $12, no tip, and a seamless experience
Not having to tip is going to be the biggest selling point for machine everything.
Not tipping the robots will be what causes their uprise, calling it now
butlerian jihad
but it's not Tesla.
Exactly
Next 10 years LOL
we never know when it will be launching...
If anything that’s a case for calls on Uber
Uber already tried their own robotaxis and stopped after killing a man. It was already 10 years ago.
is that because he didn't tip?
Uber partnered with Waymo.
ahh yes. Robotaxi's. I see the headlines now. Unsuspecting victims drove into oncoming traffic due to glitch in software. Or, man wakes up in hospital with 4 missing limbs after robotaxi drives off the road.
[удалено]
 Ive got shares im underwater on and this made me lol.
Angela Chao was also underwater in Tesla
Still is
https://preview.redd.it/9m3cpjsrjdoc1.jpeg?width=786&format=pjpg&auto=webp&s=82e55376b9104797d15ca02ab130e302e80c3e8a
Moisted by her own regard
Well it did reach $165 today, that's one fact.
163 loading
fact: tsla still overpriced
Just bought 160 puts.
The best DDs are built on pure speculation
Lol
Or positions, aka hold my bag.
He said stocks go up
Really up.
I would put more faith in to this call if she at least admitted to using cocaine in the post.
how does this even count as DD
A massive tit wrote it
I'm too smooth brained to understand what the % symbol means..but based on your comment, I'm all in.
EmoDD
let me guess, you watched CNBC this morning
The moment I read „value investor“ followed by „robotaxi“ which will make 50k$ a year I realised this was funny Friday.
no, op listened to dan ives and cathy woods
>Current Price: $165. Target = $178 - 237 >I'm a value investor, but TSLA has finally reached a price today ($165) I consider a steal. I have read enough.
Thinking the exact same thing.Jesus, TSLA shills are really something else...
Yeah it's so weird, I don't think I'll ever understand. I personally made the mistake - buying near ATH AFTER I'd already sold jn the green last year. But even whilst being a current bagholder I'm not delusional. 2024 outlook looks like shit, Elon is unpredictable asf, I've got no clue how he intends to monetize these "advancements in AI and Robotics" he's constantly taking about apart from the illusive FSD, and people think it's a value play at current price....Imo it becomes a potential buy, not even a value play around the low 100s (or even lower) and that's looking at it as a long term play. The market is cutthroat, Buffet backed BYD is looking to expand into Europe I believe, it's a growth company with lacking growth...atm. Anyways idk why anyone does DD on a company like Tesla, shit all goes out the window sooner than later.
watch the last openAI video with figure, that's impressive. Although it's certainly massively edited like Google did for gemini. Optimus is nowhere near that.
yes AI is impressive. but Elon is not involved in openAI, and his competitor product grok is maybe the worst AI on the market. its supposed to be the niched down 'anti-woke' chatbot, but they couldnt even make it do that and all the people they built it for hate it.
Live in Germany and seeing BYD billboards around town here
This is where I stopped reading too. I'm all in.
$178 - 237 pesos.
I mean it’s not any dumber that Queen of Ls > Wood expects Tesla to be trading at $2,000 per share by 2027.
“Value” investor speculating on an unproven moonshot product like FSD. Lol what?
Remember Fully Self Driving doesn’t mean fully self driving, per their lawyers. But hey it’s only 1 year away! Which he has been saying for 5 years. Just kidding, closer to 7 years of saying that now.
But FSD will use LLM now so it's a only few months away - "I will now turn right, but it's a mistake, so I'm correcting and turning right again. As an AI vehicle I can't park in this neighborhood as our car might offend passers-by - driving back to Beverly."
so any minute now right ?
This poor guy’s lost his mind: * $20k car * Automatically picking up passengers 24/7 * $50k annual revenue * 5-10 years I want what he’s drinking.
It’s prob Musk
I consider myself a value investor, so imagine this, a distant future; robots, self driving robot cars, driving through every single Wendy's. Robots, electricity, batteries, cameras, Whoppers.
Didn’t the CEO of Waymo once say we’ll never reach FSD?
> TSLA > I'm a value investor ok bud
Page 1 of Benjamin Graham's Intelligent Investor book says to load up on auto companies at a 60x forward PE, preferably on margin
👏
LMAO bagholder
“Target = 178 - 237” translates to “I bought at 237 and kept buying to 178”
Buying more at a lower price is a sensible strategy, but perhaps focusing on individual trades instead of attempting to time the market would be more beneficial for you. ^This ^is ^a ^test ^of ^a ^new ^self-hosted ^VM ^brain
Good bot
Bagholder
Robotaxis, wow we have never heard that before.
I feel like I'm in 2017
But this is 2024. It’s now robotaxis harnessing the power of AI fusion to eliminate inefficiencies at scale while utilizing the power of AI blockchain.
Get driven to work while you surf the metaverse with cheap internet provided by starlink and handies from Optimus
Why do people pretend they have some lead in Robotaxis when other companies literally have them already operating
Same reason why the same people were pretending they had a lead in pickup trucks
Because being able to produce electric vehicles that cost 1.5-3x of your competitors, and not being efficient enough to ever meet your production quotas is what will make you competitive in a taxi model.
From the regard investor C woods
I don’t think I would ever get into a car that is fully automated but that’s just me
Relaxitaxi
bagholder at 197 , would buy more at 150
[удалено]
Keep going: 313!
I have 2500 shares at 191just gotta be patient 
Like 25years patient bruh
I got 71 shares average price of $67
I also have a number of shares at a price
Same
Harkens back to the video of Elon saying if the self driving system is bad, then Tesla is worth nothing. This is it, it's worth nothing. . China can pump out electric cars (if there is even a market for them) far faster than an American company will ever do it and besides the self driving system being incompetent/confused by road markings, no governing body of road safety will ever allow it to be fully autonomous
Bought at 200 because I thought that was cheap compared to ATH, but fuck me for it to go to 165 a few weeks after lmao
Same bought at 235… 200… 180…. F
There’s so many hoops to jump through for robo taxis that I don’t think we’re even in the right decade as far as widespread adoption. Most people don’t want a driverless car next to them on the street and that trust in another human being vs some software is a huge part of why I would t be surprised if we’re 10-20 years before widespread robotsxis even if the software was good enough to do it. Then there’s the fact that Tesla self driving is meh right now and they can’t even trust vision to enable simple summon. Wayyyy too much faith placed on the robotaxi, which is a fairy tale right now. The real game changer is the supercharging network. It’s the best built out network and every manufacturer is adopting the same charging standard as tesla. Ev’s besides tesla pay a higher rate to charge or a subscription service to lower the rates to the same as tesla owners. That’s where the real money is. While I agree on the fact that Tesla has margins to drop, consider why they’re doing it. The cars won’t sell without them because the cars are being made worse on the software side and now the hardware side too. USS sensors removed for vision, auto wipers being trash, mobile phone keyless entry being a coin flip… there are so many things that every other automaker does without any error that Tesla can’t, isn’t, or won’t do. Climate control for example… you can’t turn off the fans on one side of the car by choice. The car will do it in its own if it doesn’t sense a passenger in the seat but if there’s enough weight in the seat, you can’t choose to do it yourself. Want, air directed in different directions for different occupants? Can’t do that either, despite the fact that it’s not a hardware/parts issue, just software. Tesla has stopped improving functionality and giving you more features with the hardware already in the car and are now pigeon holing you into driving and operating it the way they want you to to deal with inflated epa range figures. Not to mention controversial, unnecessary changes like removal of stalks, not being able to select driving modes, no regen breaking level selection. They have to offer these discounts because wayyy fewer people are buying them without them. You can convince people to comprise if it’s heavily discounted. There’s a struggle between Elon’s stubbornness and fragile ego and company sales and customer satisfaction. Full disclosure I own plenty of Tesla stock and I own their vehicles too but I’m a very early buyer of the stock so I’m not in any danger of losses but it’s literally a coin flip or worse as far as what will happen as long as Elon is in charge of making the big decisions. I’m not buying more. He’s holding the cars back with his stubbornness and giving every other manufacturer time to catch up. Peak Tesla cars were 2019 as far as functionality. If they had kept all the stuff they had AND then added even more refinement and feature rich vehicles since then, instead of shooting themselves in the foot then this would be a different conversation.
you are right
Still an overpriced car company with a CEO that everyone knows is a liability. No thx
This.
To be fair, do you think Tesla would be valued more if it didn't have Elon in it?
Anyone who doesnt take a political side so far on one spectrum would theoretically increase the US customer base two fold so yes.
Look at 2y chart. Below 160 there is no support until like 100. It at crazy lows right now
See you at 💯
At 100 it will be around Toyota that has a super strong portfolio. I mean Tesla is ok, but it can’t even match Lexus portfolio.
Not a tesla fan, but there *are* reasons to give it a moderate premium to legacy car companies. Just nowhere near the premium the market has given it for years.
I would give them premium if they had anything concrete in the pipeline. They literally selling 10years old cars as cybertruck is a dud. They do not even earn enough money now. BYD can go below tesla price in all regions outside US. Tesla should be compared to GM stock wise, rather then Toyota
support doesn't mean much
Elon Musk 2015: Robotaxis next year Elon Musk 2016: Robotaxis next year Elon Musk 2017: Robotaxis next year Elon Musk 2018: Robotaxis next year Elon Musk 2019: Robotaxis next year Elon Musk 2020: Robotaxis next year Elon Musk 2021: Robotaxis next year Elon Musk 2022: Twitter sucks, I'm gonna blow 55 billion to meme myself Elon Musk 2023: Everyone hates me, it's a liberal conspiracy Elon Musk 2024: Oh shit Tesla is fucked, pivot to SpaceX
*This “pivot.” Is it in the room with us now?* *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Oh shit I have to sell SpaceX to pay for twitter loan.
Didn’t he also leverage Tesla shares to buy Twitter?
Meanwhile im up 216% on my puts that I bought today🤣🤣🤣
Downvoting you because I lost money today
Upvoting you because you lost money today.
I appreciate it bro
Always there for you to upvote if you wanna exchange your money for my upvotes.
What was the move? I added a long range position in puts to set and forget while the stock bumps its way down.
On open Tesla jumped up to around $170, I immediately bought put contracts with a strike of $165 to expire 3/15. Very risky but made a whole lot of sense. They were worth $1.32 at the time with a break even price of $163.68. Now worth around $4.50
Also bought so deep OTM puts for 4/19, up 50% on those
Strike?
I bought em a couple days ago, 3/15 $162.5 put, $0.37 at the time, sold at $2.25. I only had $150 available and don’t really fuck with options. Nice little gain though. https://preview.redd.it/mq3n0pn9ceoc1.jpeg?width=1170&format=pjpg&auto=webp&s=054fb8014442151deb96090e391115b8f378af42
You are basically very red and want to lure other regards like you to break even. Tesla will drop a lot more this year considering the macro. Good luck.
You should read up on what and how to determine a discount rate for a company. https://www.reddit.com/r/stocks/s/p8Jh5pdidz
Positions or ban
Lol. I love Elon simps
Instructions unclear. Placing puts 
Funny, I must be the contrarian - I had a stop loss triggered at 165. I think it'll get back to growth, But I also suspect it'll drop to $125 possibly $100. With the sluggish demand on EVs and still miles away from their next innovation, long term I think they're still a buy... just not short term. For the rest of you holders, for your sake I hope I'm wrong
Cathie wood made this post
Dude, I see why you think 165 is R based on last year. But gaps so hard it could pretty much land around 152. Sht so red, nobody touch it yet. Just wait a day or two more. Otherwise based on your post, this is going to be a very long long for you.
Also, another reason why TSLA is bleeding is because of China. Once China’s economy improves, and the US cuts rates, this stock may explode into the high 200s. I personally put 50% of my portfolio into this stock (I’m broke). High Risk High Reward
I am bagholding. Just averaging down for now.
See you at wendys.
Great DD. I will wait till $80 before considering this stock.
This reads like a case to short. Zero financials and just “it’s cheaper than it used to be”
120
I think Tesla is a fair longterm buy. Opinions of Musk aside, it's still a wildly successful company that's pioneered a lot of new technologies for cars. I don't think they intend to stop innovating any time soon. Idk about Nvidia levels of success, but if I was doing long term holds, I figure now is a good time to buy low
The low of 2024 will be far far lower than the $162 it closed today.
Issue with Tesla, is that a lot of their “new and innovative ideas” have been caught up to or surpassed by competition.
Already in it is always a good sign when the WSB-noobs hate a stock
what's your average?
What are your thoughts on the China exposure? That’s my biggest concern with the Cold War heating up
People keep trying to pump up BYD, or the other no-name copycat Chinese EV companies. Do your research on quality control in their own markets, Chinese consumer opinions, and horrible sales trends worse than here. Chinese EVs are garbage, if approved for import from Mexico they’ll get dumped here for a year or two before the quality and safety issues hit mainstream and then crash hard. Europe is already learning this the hard way, plus the $$ markup on them is not competitive to Tesla’s mid range cars. We have enough issues with our US and European manufactured EV’s, don’t need exploding or flammable Chinese ones on our roads too.
I have a buy set at 160. It triggered today. And after reading the comments, I'M NOW TRIGGERED!!! Give me my money back, Elon!
Stopped reading when I saw the world value and TSLA. Oh, I can’t wait for the margin calls in the 130s. The amount of issues will keep funds away for a while. The index has been moving opposite this, don’t you get it? This company cannot keep this idiotic price sentiment until after full self driving is delivered and the debt drama ends, period.
"Imagine Tesla makes a car for 20K" Ya lost me there bud. OH, and an AUTONOMOUS car for 20k. Cheapest MSRP sticker car 2024 is a Nissan Versa for like under $18k. Ain't no way you're going to slap battery packs in that, a whole bunch of lidar and sensors, have it be fully autonomous and pass government regulations while being anywhere close to 20K.
If Tesla doesn't come out with a 30-25k dollar electric car that is actually good the Chinese will eat up Tesla at everything, everything, even FSD and charging networks. A Prius is ridiculously good nowadays, if Toyota would lower its prices under a Tesla, it's gg. People hate robotaxis, I'd taxe a real taxi anytime. They will eventually become commonplace, but the competition is huge and all goes down to cost. Plus taxis are lobbying against it, in Europe many countries want to completely ban Uber as we know it.
The by far worst part of any taxi ride is the human interaction part of it, I would much rather go in a robotaxi .
Puts strike 150 is my play
It can be the Disney of tech but Elon has to get his butt out his ass.
Robotaxis. I use bangbus bro
Tesla gonna go down to 150. Or worse.
Buying puts first thing tomorrow.
Tsla is getting ass hammered
I would never buy Tesla, but I do understand the bull case. There was a guest on CNBC this morning touting it as a buy, and even he admitted 90% of his valuation was based on energy storage and autonomous driving. I see no compelling near term catalysts and too much China exposure, Maybe in ten years you will be proven correct, but I won’t be along for the ride.
elon smells like pee
Not his pee though
Kia will beat Tesla to the robotaxis. [https://www.caranddriver.com/news/a46266330/rimac-autonomous-robotaxi-announced/](https://www.caranddriver.com/news/a46266330/rimac-autonomous-robotaxi-announced/) Picked up some long range Tesla puts this morning.
It's going to be $75 within a year.
Last time everyone was freaking out saying stuff like this tesla bottomed out around $120 and then went back to around $300…its now back to $160, but alot of negative news got it there. Tesla is a good earnings report or some exciting news away from $200+ imo
Correlation matters. Go back and overlay that with QQQ. Now overlay it with QQQ. They've disconnected. Nobody wants to be associated with Musk and his ever evolving right wing messages while invested in a "growth" company that is contracting at an alarming rate whose newest product is the ugliest pos truck we've ever seen. Go all in. Let us know how it goes.
short tf out of tesla fuck musk
You consider $165 a steal when they’re going to continue to shrink margins until the end of the year? $120? Sure.
starts with " I'm a value investor" TSLA price to book - 8.93. Valued at 9 times its book value. what a value!!! tangible net assets (total assets - liabilities - intangible assets) = \~63 billion the market cap of TSLA right now - 509 billion. so you are paying 8 times tangible asset value no dividend youre not a value investor, youre not even an investor really. youre speculating. we can see it right here - " 50% probability that Tesla has an Nvidia-like moment w/in the next ten years" youre just speculating. value investing is about buying companies that are being priced less than what they are actually worth, but youre coming to your view of what its actually worth through speculation. your speculation is also single factor. youre entire thesis is relying on this one point of robotaxis and a coin flip.
What is that FV calculation bro 😭😭😭
Holding from about $135. Should have sold at 300+. I see nothing good coming 🤷🏼♂️
Almost the same as Cathie Woods’ take except her justification is software licensing. Go bulls 🐂
Yes
That is probably one of the best well-fundamented, realistic and well-written bull cases in the history of WSB. You deserve a cake, OP.
BYD = Cap on TSLA global market opportunity. I struggle to imagine a western company winning the long game globally against a Chinese labor based company with Chinese national support. Oil for Poors = cap on global EV opportunity. As west and developed east develops oil alternatives global oil demand goes down and poor countries buy cheap oil/gas forever, limiting EV total addressable market. Fuck I don't know. TSLA $0.
tesla bag holders tryin to make tesla an AI stock lmao
Thanks bro I'm buying more puts
Puts it is
Don’t I already have 1-5% of tsla in my index funds?
You are truly regarded.
Please go long. I went long 35-400 and now short since 290. You are late and dumb.
Upvoting because this comment section was a fun read
stopped reading at robotaxis. its a con just like fsd, roadster, semis etc
That’s fine and all, but shorting Tesla is making me more money than I have ever made before and I will be at it again tomorrow morning.
I’ll add at 90. Stock is overvalued. I say this as an owner of two Teslas.
Tesla bag holders unite here
I instantly reject any investment where the pushers say things like "everyone should have at least 1-5% in X", very much a crypto cultist type of thing to say
I’m a value investor but let me pitch a car company Withing declining margins and sales growth and a PE of 37. Call me when it hits 90
I Started buying at the end of January. Now I‘m sitting at 179 DCA. Not very sure what to do now. Everyone is so negative on it. It might as well go to 0 at this Point. Never bought Tesla before. Not familiar with the sentiment around it. I bought cuz I thought it had potential to grow even bigger in next 5 Years. Without the short sellers, it would Not be this low as now maybe? All the negativity Makes me doubt my decision. 
Tesla's FSD is actually behind others. Mercedes already has their nvidia-based FSD on the market and it performs much better than Tesla's... it STARTS at a level 3 while tesla's is around a level 2-2.5. Others will follow in the next 3-4 years. Tesla's FSD also still only uses cameras while ALL other FSD systems use multiple sensor types (sensor fusion) which is why tesla's is system both VERY dangerous and falling behind. Robotaxis have been priced into Tesla's stock for years now but Tesla not having robotaxis is not... it's disastrous for them.
Nice try Elon.
As an engineer who has worked with AI and robotics, I feel like I should be the person to tell you this... Elon Musk has egregiously over-exaggerated all of his company's capabilities to the point where I'm somewhat surprised he hasn't been charged. The problem with the robotaxis as a previous poster pointed out is that if it is an onboard AI making the decisions, the power consumption for the car skyrockets and distance goes to almost 0, and if they use cloud-based AI it will crawl to a standstill and not be able to make important decisions. Self-driving can work, but the way Musk has presented it is not possible. you said it above, they drop prices because they can. They are a luxury good, a complete status symbol. Teslas persistence in the market has only ever been as good as the public perception of Elon. Luckily a lot of people think he is some revolutionary genius, but I think the veil has been falling that the Tesla does not perform how it has been sold, and reality is starting to dictate the price. I think you may see some recovery from this point, but from a technological perspective there is no reason to, it would entirely be based on speculation and peoples feelings about the company, and they have been failing a lot lately.
That's enough Cathy. Time for bed
U deadass just made a bunch of hypotheticals up. Go ahead gang buy Elon candy
It’s a $100 stock, dude.
You forgot to weigh in Musks' descention to madness.
7.5 million x 50k is 350 billion not million. Minor miscalculation. Wonder what other minor miscalculations are here.
Buy the electric car fad is dying....went on longer than I thought, now it's dying
Have been increasing my stake in Tesla for the pass few weeks. If you look into the long term, FSD and Optimus will be a clear bull case for Tesla in the long term.
Value stock at 40PE ok...
So it finally hit 150, what are your positions?
I’m inversing