Jonathan
199 posts


Peter Thiel says, "Don't bet against Elon," but I'd say, "Don't bet against what Elon is focused on." Today, Elon is focused on politics, not Tesla. Elon is not focused on Cybertruck. He's not sleeping on the 4680 line or pushing the Optimus team like there's no tomorrow. This is why I'm shoring $TSLA stock. I'm an @elonmusk Bull and a Tesla Bear.
English

SHARE your Tesla Referral Link Below ‼️
I’m maxed out. Let’s get others some Tesla Credits!
Share, share share!
I’ve instructed in my latest video that Tesla buyers come to this pinned post to get Referral Links.
Frunk To Trunk@FrunkToTrunk
Congrats Andres on taking the last spot! You’re going to save $1,000 on your Model Y! 10/10 spots claimed in my Referral Link program. Will be posting shortly that if you have a referral link share it below.
English

@TSLAFanMtl Wow, if you make it Portrait instead of Landscape, that’ll become my phone’s background!!
English

What did you name your Tesla? Let’s hear the best Tesla names and we’ll add the top names to our list.
How to Name Your Tesla and the Most Popular Tesla Names
notateslaapp.com/tesla-referenc…
notateslaapp.com/tesla-referenc…
English

@wholemars For those in Europe, it'll actually be on 10/10, not 10/10.
English

@piloly @tavi_chocochip @TSLAFanMtl
Looking at historical data is « only » to try to predict future years.
This is a perfect comment from @piloly
Based on these 3 scenarios, where will land 2025-26 volume?
Answer: historical numbers are not helpful to predict the future in that case!
English

Tesla is up +259% Tesla this year compared to 2019. That is a fact. It's only misleading if you try to read more into that fact. It's the big picture over 5 years.
It's so important that Tesla is not growing or better shrinking this year when we can expect another explosion in the next 1-2 years? It's not linear growth year over year.
Look, I have 3 scenarios for you. The first is the reality of how Tesla has done every year in this period. 2019 was high because the Model 3 came to Europe for the first time. So 2020 was thought to get the same results. Especially with COVID. March - April 2022 was bad in Europe because of missing imports from Giga Shanghai (lockdown). This created a backlog for Gerate sales in 2023.
Scenario A I tried to normalize that a bit and everything looks good.
Scenario B would look fantastic for the future from today's perspective.
But in all cases, the growth in 2019 versus 2014 is the same. Only what you interpret for the future will be different.
If Tesla starts production in 24Q1 and ramps up the compact car quickly, I think 2025 could be big growth again. I can see another 259% growth for the next 5 years. That would put Tesla in second place with today's sales.

English

@fredlambert I kind of agree with you
Only piece where my thinking differs is that far from everyone would want to purchase FSD.. so the only one that would require an update are the ones upgrading (and paying) for FSD, which makes it much more « viable »
English

It is starting. Elon's lemmings are beginning to walk back Elon's promises regarding Tesla's self-driving.
They are setting the stage for the inevitable expectation readjustment, especially regarding HW3.
Don't let them hide the truth. Elon promised that every Tesla vehicle built since 2016 has "all the hardware necessary to achieve full self-driving or will be upgraded" and that the level of self-driving will "enable a robotaxi service."

English

@TSLAFanMtl @DivesTech At least with interest rates going down, low financing incentive cost will go down too..
Which support further price decreases while maintaining current margin 🤷🏼
English

@DivesTech Price cuts are not gone, they have just transitioned to financing rates.
English

@TSLAFanMtl Hmmm Buick is trying to tackle younger customers with their small/urban SUVs… would actually fit perfectly well with what they’re trying to do now!
English

Buick lol. So grandpa can use FSD? Um, no.
Shay Boloor@StockSavvyShay
THIS IS HUGE NEWS FOR $TSLA SHAREHOLDERS!!! THERE ARE RUMORS THAT TESLA IS LICENSING THEIR FSD TO BUICK -- IF THIS IS TRUE, THIS WILL BE THE FIRST OF MANY OEMS 👀
English

@CuriousPejjy Funny everybody forget that we’re still in the 1 month free trial and make projections based on this state..!!
English

This is insane!
$TSLA on April 6th has collected 1 billion miles of FSD. On April 23rd, they reported to have collected 1.25 billion miles of FSD.
250M miles collected within 17 days?!?!
At this rate, $TSLA will be collecting 1 billion FSD miles every 68 days!
Obviously this rate will continue to grow exponentially with more and more people opt in for FSD. So $TSLA could collect their 2nd billion FSD miles in 50ish days!
SHEESH!
English

@TSLAFanMtl The stock has to go up NOW otherwise I won’t be able to pay for my CT when my turn comes!
English

If Tesla can maintain this Cybertruk production rate through the rest of quarter without dropping the mandatory Foundation Series upgrade price, this will greatly help Tesla's Q2 earnings.
Sawyer Merritt@SawyerMerritt
Tons of Cybertrucks in the Giga Texas lot today. Full video/Source: youtu.be/uyrHm527zX8?si…
English
Jonathan retweetledi
















