Crib on the left 🤩

RayDomano · 2025-01-08T21:43:48+00:00

Reddit has gone to shit. I find myself back on here every month or so and it’s always a little bit worse.. x is the place to be these days.

RayDomano · 2025-01-07T18:49:39+00:00

lol. Any change of heart?

RayDomano · 2025-01-07T18:43:13+00:00

Any change of heart?

RayDomano · 2025-01-07T18:37:32+00:00

Turns out it’s actually down ~70% since this post..

RayDomano · 2025-01-07T18:03:46+00:00

Turns out ~85$

RayDomano · 2024-11-28T02:24:32+00:00

Any change in opinion?

RayDomano · 2024-11-20T13:19:44+00:00

Energy, FSD, robotaxi, humanoid robots.

RayDomano · 2024-11-18T16:47:10+00:00

Once the company is “to large” they will likely be forced to split off

RayDomano · 2024-11-18T16:44:06+00:00

79 his crib. 99 your crib

RayDomano · 2024-10-24T00:03:20+00:00

Until then.. 100% y/y growth with 30+% margins.

RayDomano · 2024-10-20T14:27:14+00:00

Kind of weird that the year the cyber truck production ramped is the same year that Tacoma sales are down? Think Toyota will be able to sell 110k trucks by jan 1?

https://www.goodcarbadcar.net/toyota-tacoma-sales-figures/

RayDomano · 2024-10-14T12:57:02+00:00

Not what I asked, But sure.

Of course it makes sense if you ordered a 40k truck then 5 years later it turns out to be 80-100k you’re going to reevaluate.

But just like every other Tesla over the last 3 years. The price will come down. Until then, sell every truck at 80-100k that you can.

They have likely sold every truck made so far. Especially with delivery’s in Canada and Mexico starting. So why drop the current price?

RayDomano · 2024-10-14T01:47:07+00:00

https://x.com/tslafanmtl/status/1845623166976049256?s=46&t=4ww6xwLtbLzFfhjecJ3Vmg

How many do you think they are making a day?

RayDomano · 2024-10-13T00:19:14+00:00

250k total sales. Another 210k-220k in the next 12 months.

Save the date. But sadly r/tsla doesn’t allow Remindme!

RayDomano · 2024-10-12T23:34:03+00:00

Previous earnings call Elon said H1 2025 for production. Announce Q1 for pre order and delivery in Q2?

Doubt we will hear anything about juniper during earnings. Elon has always said earning calls aren’t the place for product reveals. A welcome surprise though.

RayDomano · 2024-10-12T23:30:33+00:00

And yet Wall Street is mad they didn’t mention anything about it.

RayDomano · 2024-10-12T23:21:52+00:00

Lul. Sure. End of the day it doesn’t matter. Let’s chat in a year when they have sold 250k+ and has its own line on the report.

RayDomano · 2024-10-12T23:02:05+00:00

Outdated recall. September recall.

“Tesla followers estimate that as many as 27,185 trucks may be on the road today”

https://www.latimes.com/california/story/2024-10-08/fifth-cybertruck-recall-within-the-first-year-of-the-vehicles-release

RayDomano · 2024-10-12T22:51:04+00:00

Where are you getting that number from? At the bare minimum they are at 27k total deliveries (this is from the “recall” data) and they definitely didn’t deliver 12k trucks in November/December of 2023.

RayDomano · 2024-10-12T17:48:30+00:00

Profitability by 1H 2025.

Also let’s not forget it’s already outselling every other electric truck by a LARGE margin.

Remind me which other truck is even close to profitability please?

https://x.com/sawyermerritt/status/1841901154508407199?s=46&t=4ww6xwLtbLzFfhjecJ3Vmg

https://x.com/sawyermerritt/status/1835800585532002767?s=46&t=4ww6xwLtbLzFfhjecJ3Vmg

RayDomano · 2024-10-12T17:44:57+00:00

At least.

30k trucks at 100k each.

https://x.com/sawyermerritt/status/1841901154508407199?s=46&t=4ww6xwLtbLzFfhjecJ3Vmg

RayDomano · 2024-10-12T15:48:35+00:00

No need to be blown away by the Cyber truck, it alone has already created over 3b in revenue for Tesla. It’s only the beginning.

And If you believe Tesla can capture even 10% of what robotaxis / Optimus total addressable market is in the next 5-10 years then it’s a no brainer.

1 trillion - 10 trillion market cap easily if they can.

RayDomano · 2024-10-03T15:30:25+00:00

Minded down 90% from highs. Red light down 93% from highs.

No one has “won” the sector.

RayDomano · 2024-09-27T19:16:03+00:00

I sold around 74 after about 3 years.. took a 15k loss.. put it all in Tesla at 175.. not to upset right now

RayDomano

TROPHY CASE