Tesla Motors (TSLA) / Elon Musk 02 (Dec 22 - Dec 25)

[behappyalways]

Tesla Sales Fell 59% In Germany In January, As EV Sales Across Europe Whipsawed
https://www.zerohedge.com/markets/tesla ... -whipsawed

[behappyalways]

Tesla Sales Tumble 11.5% In China Due To Increased Domestic Competition, Market Saturation
https://www.zerohedge.com/markets/tesla ... saturation

[winston]

Patience is a virtue and I'm learning patience. It's a tough lesson.

- Elon Musk

[behappyalways]

Tesla stock price fell for 4 consecutive times!
Musk’s net worth fell below $400 billion for the first time this year, but he still remains the world’s richest man

特斯拉股價連4跌!馬斯克身家今年首跌破4千億美元 但仍穩居全球首富｜非凡財經新聞｜20250211

https://m.youtube.com/watch?v=9_anylLJ_KI

[behappyalways]

Tesla's Shanghai Gigafactory goes into production and is completed in a record-breaking 7 months

特斯拉上海超級工廠投產 7個月完工破紀錄｜TVBS新聞 ‪@TVBSNEWS02‬

https://m.youtube.com/watch?v=ZVq4jCgXXEE

[behappyalways]

Spread genes and love.
Musk is a "eugenicist" and is happy to be a father.
He loves the letter "X" and has high hopes for it.
His son's gender reassignment hurts Musk.
Musk loves "X". Space companies, electric vehicles, and the media all have X.

散播基因散播愛 馬斯克"優生學"樂當爸 鍾愛"X"字母寄予厚望 兒子變性傷透馬斯克 馬斯克熱愛"X" 太空公司.電動車.媒體都有X│國際焦點20250217│三立新聞台

https://m.youtube.com/watch?v=mHkqwRAFpVg

[behappyalways]

Tesla Sales Fall 45% Across Europe, As Buyers Respond To Musk's Move To Politics
https://www.zerohedge.com/markets/tesla ... e-politics

[behappyalways]

放火燒車.包圍展廳 馬斯克改革顧人怨 特斯拉成發洩標的｜TVBS新聞 ‪@TVBSNEWS02‬
https://m.youtube.com/watch?v=m7tb98pjcCg

[winston]

not vested

Tesla (NASDAQ:TSLA) was the biggest winner in the months after Trump’s election, but the stock has plunged since then as fundamentals are not that great here.

Bulls think Tesla’s full-self-driving and planned robotaxi launch could drive it up, eventually becoming a robotics play due to Optimus robots.

However, I think the market is too optimistic about both of these catalysts.

Optimus robots are remotely controlled at showcase events, and they are likely over a decade away from being truly autonomous.

As for FSD, it’s debatable how much value that would add to Tesla once it is launched. Q4 2024 automotive revenue fell 8% year-over-year, with European sales down 38-63% in January 2025.

On top of that, Musk’s involvement in politics is shaving off a good portion of Tesla’s customer base, and his attention seems to be on DOGE instead.

Protectionism already gives Tesla free rein in the U.S., and the profit hit on Tesla does not seem to be worth any market share gains once EV subsidies are pulled back.

I wouldn’t buy the dip here as it still trades at 100x forward earnings with worsening top and bottom-line metrics.

Source: Money Morning