To The Moon

"Tesla stock wobbles". What, ~2%? We seasoned investors in $TSLA are used to 10 to 20% lurches up or down. To us, 2% is more like a rounding error.

GLJ "Research". Gordon Johnson is a perma-bear, who has never seen anything good about Tesla, no matter what they achieve. He has a 0 star rating on tipranks.

It's almost as if Photoshop never existed for the EU. XAI won't generate the images unless asked to do so by a user.  A painter who chooses to paint a pucture of a nude uses the tools available. If it's too spicy, do we condemn the painter or the company that supplied the paint and brushes they used?

But is BYD as profitable as $TSLA? Is it great that BYD are selling a heap of low margin cars to attain this "title"? Or is it a better strategy for TSLA to divert much of its battery production to support its energy division with margins of ~30%? Will TSLA have a problem selling as many vehicles as it likes to roll out its Robotaxi fleet, you know, a venture that produces ongoing revenue rather than a one off profit on a car sale? I don't think looking at car sales metrics is particularly informative for a company like Tesla.

Now if automotive sales were still the be all and end all of Tesla's profits, this might still be somewhat relevant. However, energy sales continue to take off, Robotaxis are going to take up any slack in the market and provide much greater margin than each unit sold would generate. So I'm still relaxed holding my $TSLA. Then comes Optimus...

More ancient FUD dredged up on cue by Bloomberg. This is a non-story from 2022, where latches are provided to release car doors, but people don't know where to find them. As far as battery fires go, Teslas are about 1000x less likely to catch fire than combustion vehicles (the clue is in the word "combustion"), but no mention of that fact within this hit piece.

At long last! Delaware could see the writing on the wall should the lower court's decision had been allowed to stand. The loss of tax revenue from companies moving out of state was beginning to hit hard.

Ark does tend to take profits on $Tsla following a major increase in price, because that typically unbalances their portfolio and they need to bring it back within announced limits. The headline referencing "Dumping stock" tends to make this look like Ark suddenly went off $Tsla for some reason, but they remain very bullish and have taken similar actions many times before.

Tell me you're thinking of this company and are fixated on car sales, and not as an AI company, a ride-hail company, a robotics company, an energy company ...

Another excellent "buy the dip" opportunity, courtesy of over-eager DMV officials in California. Seriously, do they think this threat to ban sales in California would stick? Apart from the fact that FSD unsupervised is demonstrated to work in Austin already, so there's nothing really to correct, Tesla could easily absorb a sales ban by using the output to augment their own Robotaxi fleet. But an amusing news item, nevertheless.