Bullhodler📈🚀 retweeted
The fact that increasing the font size of some warning icons by 5% is considered a recall is so dumb. It just results in misleading headlines like this, and convinces some of the public that Teslas have tons of safety issues because they don't bother to read past the headline.
99% of Tesla's "recalls" in the US in 2023 were just over-the-air (OTA) fixes. Tesla's physical recalls affected just 21,455 vehicles, or about 1% of the total.
Bullhodler📈🚀 retweeted
Wait a damn second...
So you're telling me that $TSLA is far ahead in their FSD project than anyone else, and it's being shrugged off?
You're telling me that $TSLA's energy is growing 90% YOY, and no one cares?
You're telling me that every other automaker is adapting $TSLA's supercharging network, and it's not a big deal? Never mind big oil companies?
You're telling me that $TSLA cut prices by about 30% IN A SINGLE YEAR and still profits more than the industry average?
You're telling me that $TSLA's competition are STILL 10 years behind, and they are still coming?
You're telling me the Model Y, which is twice the price of the ex-best seller Toyota Corolla, is now the best-selling vehicle in the world?!
And all that the stock is down almost 50% from their all time high?!
$TSLA TAKE MY MONEY!!
Anything anyone else wants to tell me?
Bullhodler📈🚀 retweeted
Once autonomous driving is solved, we'll likely see a gradual and long-term transformation of urban and suburban areas.
In urban areas, high-demand parking spots/lots may no longer command a premium as autonomous cars can drop you off and park themselves in cheaper spots.
As a result, autonomous cars allows for a chance to improve the design of urban centers by converting previous parking infrastructure to green areas, parks, walking corridors, and/or residential zones.
Further, autonomous cars will eventually impact urban traffic flow as fewer people will bee circling the block looking for parking, meaning less congestion (possibly).
Autonomous cars will make it easier for people who live farther from their workplaces by allowing easier, cheaper, and more convenient transportation to and from work.
Reduced traffic congestion could mean fewer emissions and improved air quality. On top of that practically all (if not vast majority) of autonomous vehicles will be electric, which will mean vastly lower emissions.
More people will likely opt out of owning a car and not have to deal with parking, insurance, maintenance, etc., especially when autonomous taxis become cheaper than what it would cost to own a car.
Businesses might not need to provide parking to customers, which could allow for the growth of more compact and pedestrian-friendly shopping areas.
Autonomous cars will enable mobility for the elderly, disabled, and those w/o vehicles in a way that can be comparable to owning/driving one own's vehicle. This could lead to higher quality of life and independence for certain groups.
Autonomous cars could encourage more tourism as people can easily travel around new places, cities, countries.
People will have more time for personal development or entertainment/etc because the time spent driving in traffic can be spend relaxing, learning, or whatever the person wishes to do.
Autonomous driving will save a lot of lives as many accidents are due to human error or impaired driving.
Cost of insurance will likely decrease a lot due to fewer accidents.
The freight industry will become much more efficient with autonomous trucks operating around the clock. In other words, shipping of goods will become a lot cheaper.
Home delivery will be much faster and much cheaper.
All forms of transport will go autonomous - cars, trucks, vans, buses, boats, etc.
Anyway, autonomous driving will spark a lot of changes and these are a just a few.
What else will change once autonomous driving is solved?
Bullhodler📈🚀 retweeted
🔋🌞⚡️ Tesla Energy is worth ~$50B today and growing like crazy 🚀📈 @teslaenergy
2023 estimates 🤓
$6.4B revenue (+60%)
$1B gross profit (+247%)
longterm, energy rev = $250B+. massive growth decade ahead
$278M gross profit Q3 23, already 6.1% of total $TSLA gross profit
Bullhodler📈🚀 retweeted
Cathie Wood: "@Tesla should trade like a technology stock and not like traditional automakers, something that analysts and Tesla bears can’t grasp."
“Tesla, because of its positioning with AI, it is the only auto company or tech company that has designed its own chip for autonomous driving; “This is not an auto play. This is an autonomous taxi platform play with software-as-a-service like margins,” Wood said.
Source: uk.investing.com/news/stock-…
Bullhodler📈🚀 retweeted
Q2 2023
Revenue
Tesla — $25 billion
GM — $44.7 billion
Ford — $45 billion
Net Income (Profit)
Tesla — $2.7 billion
GM — $2.6 billion
Ford — $1.9 billion
Vehicles Sold
Tesla — 466,140
GM — 1,584,000
Ford — 1,119,000
Bullhodler📈🚀 retweeted
Q2 2023
Revenue
Tesla — $25 billion
GM — $44.7 billion
Net Income (Profit)
Tesla — $2.7 billion
GM — $2.6 billion
Vehicles Sold
Tesla — 466,140
GM — 1,584,000
Bullhodler📈🚀 retweeted
In May of 2017, I presented at the Ira Sohn conference for the second time. My first pick, in 2016, was $AMZN. In 2017, my pick was $TSLA at a split adjusted price today of ~$22.
cnbc.com/amp/2017/05/08/afte…
The comparison I made at that time was that Tesla was like Apple and the Model 3/Y was its iPhone moment.
I thought this quarters’ results were a bit dumped on but I had the opposite reaction.
I think Tesla’s iPhone moment is now at hand:
1) high interest rates today generally diminish demand. Supply chain inflation increases cogs which generally results in higher end prices. Taken together, these phenomenon usually drive lower consumer demand for most companies. But Tesla cut prices and demand grew. While these price cuts eat into their short term margins, higher demand allowed them to make huge profits (because of volume). The takeaway for me is to rationally keep cutting prices to saturate the world with their product. You rarely get a chance to build a monopoly. When given it, take it. Sacrifice GMs in the short term to drive worldwide saturation in the long term - especially if you can be profitable doing it!
2) cogs are now flattening and margins will start going back up as supply chain inflation eases. And as rates eventually start going lower, demand will naturally go up all else equal. Tesla should then be able to flow as much of these to the bottom line but if they keep cutting prices, demand will go nuts while total profitability also still goes up - that’s a unique place to be.
3) they’ve struck deals to share their charging network with other OEMs and now are also in discussions to license FSD. This is Tesla becoming a true platform company that has their “apps” (Model S/3/X/Y) but also enables other “apps”. And a take rate on 3rd party apps is a very lucrative business (see Apple).
4) when Apple ran this similar playbook towards global domination, they took GMs down about 15-20% for a few years between 2012-2014. And they kept them there until 2020 or so and then brought them back up along with prices. The outcome was a $3T company.
Tesla’s upper bound seems still unwritten even while they’ve essentially told us they are going to run the same play.
Bullhodler📈🚀 retweeted
Tesla: "We are now testing Cybertruck vehicles around the world for final certification and validation. This might be the most unique vehicle product in decades; with that comes trialing and testing new technologies. As far as we know, Cybertruck will be the first sub-19 ft. truck that has both four doors and 6+ ft. bed. Both technologically and architecturally, this vehicle will break a lot of boundaries – very much in line with how we think about vehicle engineering and manufacturing"
Bullhodler📈🚀 retweeted
Just a Tesla Semi casually passing diesel-powered semi’s on Donner Pass
P.S. Don’t mess with the guy in the driver seat 💪
Bullhodler📈🚀 retweeted
Tesla has announced the opening of 53 Supercharger stations worldwide in the last 30 days. That's over 600 plugs.
Bullhodler📈🚀 retweeted
Giga Mexico will be the biggest gigafactory that Tesla has ever built, AKA 2X bigger than Giga Texas who many thought would be the largest. 🇲🇽⚡️ $TSLA
NEWS: The governor of Nuevo León said that all permits for @Tesla's Giga Mexico factory to be installed in the municipality of Santa Catarina are moving forward.
"At any moment we are going to give the news that the first stone is being laid."
milenio.com/politica/primera…
Bullhodler📈🚀 retweeted
A few Tesla facts for those in doubt 🫨
1. The Tesla Model Y became the world's best-selling car in Q1 2023, marking the first time an EV has attained this position.
2. Tesla has the HIGHEST Net Profit per Unit out of ALL OTHER manufacturers.
3. Tesla - is well able to fund any expansion plans w/
Zero-net-debt since 2020. (Toyota looks seriously debt heavy in comparison) (All others loaded with debt)
4. Tesla's are the most American Made vehicles — Holding the top 4 spots.
5. Tesla has the lowest maintenance and repair costs for the first five years, and is seventh overall.
6. Oh.. and the beloved Ford Co. specific to the EV space they're desperately *trying* to enter... losing -$22,000 per EV sold on avg.
ALT Tesla was world's Top selling vehicle in Q1 2023. The first time an EV took the top spot.
ALT Tesla has the HIGHEST Net Profit per Unit out of ALL OTHER manufacturers.
ALT Tesla - is well able to fund any expansion plans w/ Zero-net-debt since 2020. (Toyota looks seriously debt heavy in comparison) (All others loaded with debt)
ALT Tesla's are the most American Made vehicles — Holding the top 4 spots.
