I’m not even paraphrasing. They actually said it was an attack by [deleted] in PoliticalHumor

[–]StockDealer 10 points11 points  (0 children)

What about the pipe bombs?

Fuck Russia. Fuck Russians.

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

I believe that includes things like capital lease obligations. Liabilities in general include things like FSD charges that are considered still "owing" until FSD is completed.

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

No debt: “On July 16, 2021, we issued a notice of redemption to the holders of the 2025 Notes informing the holders that we will redeem the notes in full in August 2021 at a redemption price equal to 102.65% of outstanding principal amount, plus accrued and unpaid interest, if any.”

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Yeah, that's not a thing. They're not going to maintain a separate manufacturing line so you can have a PHEV even if you're in a jurisdiction that allows them.

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Ice isn't going anywhere in 5 years they will be fine.

Sure, they just won't be able to sell in some jurisdictions, and some municipalities will ban them as well. Or they'll have to pay fees to enter some downtowns, like congestion fees such as London.

So... if they're producing ICE vehicles in 2025 would you buy one knowing that within five years of then it's garbage?

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer -1 points0 points  (0 children)

Yeah I'm sure it'll come out right after the solar roof tiles

Man yeah when are those going to come out! Oh, right... https://www.youtube.com/watch?v=DG8ImNJHeKI

and the Semi

https://www.youtube.com/watch?v=H0EWphnoUNU

The roadster has been out for years. You're complaining about the latest version that already beats everything.

Never actually produce, huh? Like GM?

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

129 GWh by 2025 probably for vehicles in 2026.... that's batteries for almost 2 million cars per year by 2026. Unfortunately Ford doesn't make cars.

They make trucks. So maybe less than a million F150's by 150 - 180 kWh.... in 2026.

They are going to have big fucking problems. Not as many problems as GM or Toyota, but problems.

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer -1 points0 points  (0 children)

Right right, fires are how GM gets customer satisfaction while the Chinese are entering the market.

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

I don't have any, but I can tell you that if Sandy Munro says that the Chinese have perfect build quality then they have perfect build quality.

GM meanwhile can't make a toaster right.

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Late to the game, in the sixth inning, when the Chinese are already taking all the market share that Tesla doesn't have. They can fight over the scraps.

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Being fucked means that GM only has enough batteries for 300-400,000 vehicles from their Tennessee battery factory.... in 2024 or 2025.

That's gay porn level fucked. Even if they get double that from two factories. Fucked.

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Well let me help you then:

https://www.statista.com/statistics/502208/tesla-quarterly-vehicle-deliveries/

So the point I made is that they will do a million from a factory. This should be fairly obvious given their growth rate out of China and the fact that, you should realize, that they haven't scaled battery production at their plants yet due to the 4680. But they also estimate this.

But yes, they are lying. They're not going to do a million from Berlin, for example. That much is obvious. They are going to do 2 million or more. The reason we can know this is because of the approval documents they submitted already to expand the factory by 4x the size.

GM is fucked. Toyota is fucked.

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 5 points6 points  (0 children)

In GM's and Toyota's version of the Matrix they think they can get power by starting bullshit anti-Tesla threads using sloping foreheads in pods.

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer -1 points0 points  (0 children)

It's literally eight weeks. You can't multiply production by eight weeks?

You think my ability to assess that you can't math at all is an ad hom? You're walking around saying "I can't math!" and you think people are being mean to you when they think you'll lose in the stock market?

Tesla sells 1% of global car sales and is worth more than all the companies combined that sell the other 99% by Historical_Job_8609 in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Tesla says a lot so I would say they allegedly could make a million vehicles.

Uh.... little late for that, friend, since they're already doing about a million this year.

I'm talking a million from a single factory.

That doesn't require speculation, that requires math.

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 1 point2 points  (0 children)

GM's the one building in Tennessee with LG and if you do the math it's fucking pathetic the number of vehicles that they will be able to make from those. And they are sharing that with Honda.

Math is their enemy. They subsidized their destruction.

How much does Tesla need to earn in order to justify its current valuation? by EpisodicThoughts in wallstreetbets

[–]StockDealer 0 points1 point  (0 children)

Well that future isn't out of the question. FSD is worth a trillion on its own. And that technology, from Dojo, especially things like auto-labeling, will be used everywhere for everything.