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Warzypants

    • WarzypantsWarzypants
      ·06-05
      If there is more news about the Joint Venture for Terafab (possibly a new company to run it with Outside capital to help fund it), I’d be very bullish. SpaceX and Tesla both stand to make massive savings on chips if this works, but need partners to pull it off.
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    • WarzypantsWarzypants
      ·06-05
      However, S&P has a discretionary rule: the Index Committee can add an acquirer of an S&P constituent in a stock deal even if eligibility isn't fully met, to cut turnover and maintain representativeness. This might be invoked if $SPCX was to take over $TSLA, for example.

      SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rules

      UPDATE 3-SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rulesSpaceX is world's biggest-ever IPO, targeting $1.75 trillion valuationS&P 500 inclusion requires company to be profitable, among other rules SpaceX posted $4.94 billion loss in 2025Adds detail on S&P decision, background on Nasdaq rulesBy Pritam Biswas and Noel Randewich
      SpaceX blocked from early US benchmark index entry as S&P reaffirms existing rules
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    • WarzypantsWarzypants
      ·05-06
      So, another over-the-air update? If it's Reuters you can be sure that they would omit a detail like that.

      Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue

      May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.
      Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue
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    • WarzypantsWarzypants
      ·04-02
      Well Q1 deliveries shouldn't really be compared to prior quarters, since the automotive industry is highly cyclical and Q1 is always the lowest quarter. It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.

      Automotive Segment Pressures Emerge as "New Normal" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision

      Tesla Motors continues to face increasing challenges in its core automotive business, even as CEO Elon Musk bets the company's future on artificial intelligence. Funding these ambitious AI...
      Automotive Segment Pressures Emerge as "New Normal" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision
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    • WarzypantsWarzypants
      ·03-26
      TeslaBoomerMama and Pejjy had a great discussion on YouTube discussing this scenario. Bottom line was that it's better for $Tsla shareholders to hold off selling their shares to participate in the IPO. The most likely scenario is that SpaceX IPOs around June 9th and bids for $TSLA much sooner thereafter than most people are thinking, the reason being to protect $Tsla from a possible hostile takeover. Existing Tesla shareholders would likely benefit from a takeover premium of between 20-40% (if they continue to hold $Tsla stock), whereas SpaceX shareholders would face dilution on a bid for $tsla.
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    • WarzypantsWarzypants
      ·03-20
      Oops, sorry ... I started reading this as if it was serious then noticed it was from Reuters sooo...

      NHTSA Deepens Probe into Tesla's Driver-Assistance System

      The ​U.S. auto safety regulator deepened a probe into Tesla's driver-assistance system to evaluate ‌its effectiveness in identifying degraded road conditions.
      NHTSA Deepens Probe into Tesla's Driver-Assistance System
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    • WarzypantsWarzypants
      ·03-03
      Hmm. Have to be careful when looking at Tesla's China sales. Remember that Shanghai is Tesla's export hub, serving Japan, Korea, Australia, NZ and now Canada and possibly some others. It can be misleading to look at China registrations for a particular month since for some months most of Shanghai's output is shipped off to other countries.

      Tesla Stock Falls. Why It's No Longer Getting a Boost from Oil-Price Spikes

      Tesla stock fell early Monday, along with most stocks, despite rising oil prices that, at one point, had given the electric vehicle maker a boost.Shares of Elon Musk's car company were down 2.3% at $393.48 in premarket trading, while S&P 500 and Dow Jones Industrial Average futures were both down about 1.1%.The move came as oil prices shot higher after the U.S. and Israel began military operations against Iran over the weekend. Benchmark U.S. crude prices were up 7.5% to $72.04 per barrel in early trading.In the past, Tesla stock would get a boost from spikes in oil prices, with higher gasoline prices driving buyers to check out all-electric options. That was at a time when electric-vehicle penetration of new-car sales was lower, though. Americans bought about 1.3 million cars in 2025, accounting for roughly 8% of all new car sales.Tesla stock might also be affected by weak Chinese EV sales. In February, XPeng delivered 15,256 cars, down 50% from last year. Li Auto delivered 26,421, d
      Tesla Stock Falls. Why It's No Longer Getting a Boost from Oil-Price Spikes
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    • WarzypantsWarzypants
      ·02-05
      I believe the market is right to worry about AI disrupting software companies. One only has to glance at "Macrohard", Musk's not so subtly named vehicle to attack Microsoft as a case in point. Clearly Musk believes that AI will inevitably disrupt the software space and is positioning his AI efforts to be part of that disruption.

      Selloff Wipes Out Nearly $1 Trillion from Software and Services Stocks as Investors Debate AI's Existential Threat

      SummarySoftware stocks fall on AI disruption fears, but selling intensity easesScramble to shield portfolios as AI muddies valuations, business prospectsSelloff has been overdone, analyst...
      Selloff Wipes Out Nearly $1 Trillion from Software and Services Stocks as Investors Debate AI's Existential Threat
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    • WarzypantsWarzypants
      ·02-03
      Hmm, I can't help wondering whether Elon Musk's lawsuit against OpenAI is queering the pitch for this investment. Should Musk prevail, this would hit OpenAI and Microsoft badly and investing in XAI might be a better bet for Nvidia.

      Nvidia Stock Drops Nearly 3%. Why Its $100 Billion OpenAI Investment Is in Question

      $Nvidia(NVDA)$ stock fell on Monday amid questions about the chip maker's commitment for a major investment in OpenAI, the developer of ChatGPT.Nvidia shares ended Monday down 2.9% to $185.61.The...
      Nvidia Stock Drops Nearly 3%. Why Its $100 Billion OpenAI Investment Is in Question
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    • WarzypantsWarzypants
      ·02-03
      No, this is not the reason that Tesla is "pivoting away from EVs". Chinese automakers are struggling because their business model is to sell low-priced EVs at low margin at volume, because they can't compete with Tesla up market. Tesla continues to make decent margins at these elevated price points. The reason Tesla is not so concerned about EVs is because it has other juicy alternatives to extract higher margins from the batteries it consumes to make its products. For example, the Energy business makes much higher margins than the auto business. The Robotaxi business, though still nascent, will attract SAAS margins, of the order of 80%, which compared to the ~16% margins on autos makes the pivot somewhat of a no-brainer.

      NIO, Chinese EV Stocks Plunge On Weak Data. What That Means for Tesla Stock

      The electric vehicle business is slowing. It's weighing on investor sentiment.It's a risk for $Tesla(TSLA)$ and one reason the company is pivoting away from cars and into physical AI applications...
      NIO, Chinese EV Stocks Plunge On Weak Data. What That Means for Tesla Stock
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