Charles Frugal
42 posts
The fact that Tesla robotaxis are 4 weeks away and we still don't have an FSD licensing deal is CRAZY
Do these idiots really need to get punched in the face before they see that the punch is coming?
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@LostFundamental Good thing earnings don't matter anymore. Tesla bulls be like: "bankruptcy good, hard to replicate"
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This is Tesla $TSLA problem in one chart. EBIT/car is now $1,400 in 1Q-25 where they offered limited financing deals. Selling another 100K cars/Q would probably require 0% financing deals at $6,000 cost/car resulting in a ~$1bn loss on 200K of 450K cars sold. Vicious cycle now.
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$TSLA Implosion. France deliveries down 59% y-o-y in April and down 24% vs January. France is now down 44% YTD.
LostFundamentals@LostFundamental
$TSLA Implosion. Deliveries are down ~25% in April vs January 2025 in the six daily reporting countries in the EU. Consensus has global +25% in 2Q vs 1Q (337K to 419K). Note BYD in Spain and VW everywhere else. Not in the top 5 in Denmark. UK 1Q pre tax increase buying done.
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@Chickendaddy5 @T50bear @BestTrader01 @wholemars Can you read this? Fucking twitter is blocking and limiting my reach
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@Chickendaddy5 @T50bear @BestTrader01 @wholemars Be more futuristic. Be more forward thinking. Be more positive. Age of abundance.
Read my lips: “The car business doesn’t matter. Revenue doesn’t matter. Throwing away your competitive advantage doesn’t matter.”
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Jeff Bezos-Backed Tesla Rival Unveils $20,000 Modular EV Pickup Truck With Customization At The Forefront
$TSLA - @elonmusk - C’Mon!
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@MatrixMysteries Stupid fucking Americans... They feel like superman after a week without "drinking". They love the ski lifts in Switzerland because the ski pass is only 100 bucks a day. And they can eat bread all day long in Europe. Clueless little fucks
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Ever wonder why you can eat bread, pasta, and cheese every day in Europe — and still feel better than you do in America?
It’s not about eating less.
It’s about eating food that isn’t poisoned.
Here are 11 American foods banned in other countries:🧵
1. Bread (made with Azodicarbonamide)
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@ValueAnalyst1 These news probably going to PUMP the stock 50%
make it make sense
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@Tslachan I am surprised you don't understand the top car does not exist. They announced on the 1Q-25 call that at launch the robotaxi will be a supervised geofenced Model Y!
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@ValueAnalyst1 I think my comments are not even visible. No free speech for accounts that don't kiss musk ass
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$TSLA 🚨 Kinda wild how Tesla backpedaled from "we're gonna have one world model" to "Austin" 🤣
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$TSLA forward PE now 162:1 there has never been a mega cap of this scale that I’m aware of with declining fundamentals, which hasn’t crashed into oblivion.
Time will tell all!
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@JonBryant421 I'm wondering the same. I've seen some bulls claim recently that its making the business harder to replicate 😂
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Analyst consensus for Tesla deliveries this year is now 1,731,000 units, lower than the 1,789,226 units delivered in 2024.
Back in January, the consensus was over 2 million deliveries, but it has been steadily falling since then. Still, 1,731,000 seems too high based on how Tesla has performed so far this year, and I expect it to keep dropping in the coming weeks.
Looking at last year’s trend, the blue line in the chart shows the 2024 analyst consensus, which was almost spot-on by July 1, 2024. If that pattern repeats, the consensus on July 1, 2025, could be close to Tesla’s actual 2025 delivery number.
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@RicochetRowdy I think my comments are not showing up bellow any post. Most likely shadow banned. Can anyone see this?
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BREAKING: Jason and Brad are now selling GigaBridges. Deposit are being accepted now with delivery expected to be late next year. $tsla
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@PolitiReality Tesla’s valuation makes perfect sense…as long as there’s no competition…ever.
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I’m hearing from well placed sources, strong rumors that $GOOG will be announcing a series of partnerships with car companies using Waymo self driving tech. In the same way, competition caught up with and even passed $TSLA in EVs - here it’s far behind…
Game over b4 it starts?
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@JesseLi48096164 @PolitiReality Makes no sense with/without/whatever competition.
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