Casper or Casper
11.2K posts


@SIKAOFFICIAL1 Tint is needed in this heat. What nonsense.
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Tesla (TSLA) maxes out $5.8 billion Chinese bank debt facility as China sales crash electrek.co/2026/04/23/tes… by @fredlambert
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@russotalks All cars made since Oct 2016 either have the hardware needed for FSD or are trivially upgradeable
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Oh man. I just listened to the $TSLA call and it's very cringe-worthy. Tesla was up ~4% on what seemed like a beat before the call and after the call, the stock ended down.
Tomorrow might be even worse as people start to digest all the info. Energy business, which was supposed to be growing rapidly and make up for the car-business shortfall, is down y-o-y.
The Fremont factory conversion getting ready for Optimus, appears to be behind schedule based on Elon's comments.
They set expectations that CapEx growth is going to be massive going forward as Tesla continues to invest in AI and factories.
Slow Robotaxi rollout was initially blamed on regulators, then later Elon gave lots of examples of edge cases that he thought were so funny, but the issues need to be resolved before rollout. This is something that many people have been saying for a long time. Being "scared of crossing railroad tracks" is no joke!
Then the whole HW3 fiasco...Finally another admission that HW3 will never achieve FSD. So many people paid between $6K - $15K for HW3. The lawsuits around this are not going to be good.
Then there's the recurring New Roadster demo, which is perpetually a month away and always continues to be a month away! 🤣
With a PE of 214, you can't even say "but look at the future" because the forward PE is expected to be even worse at 248!
Ouch.
As someone who held $TSLA stock for ~9 years (2015 to 2024), I can't help wonder what people see in it today?

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If you put $100 into $TSLA in 2010, you would be "rich" today.
Well...Let’s play it out if you somehow did nothing & held until right now.
You would have $1,005 by the end of 2015
and did nothing
Then watched that $1,005 climb to about $1,589 by the 2018 peak
and still did nothing
Then watched $1,589 get cut to $1,049 in the late 2018 crash
and still did nothing
Then watched it rip to around $25,741 at the November 2021 peak
and still did nothing
Then watched $25,741 collapse to about $12,871 at the October 2022 bottom
and still did nothing
Then watched $12,871 explode to a little over $26,950 by late 2025
and for some reason finally decided to do something...
Then yes, $100 in Tesla in 2010 would be worth a bit over $26,950...
& even more in 2026...
The lesson is the same.
Everyone fantasizes about the final number.
Almost nobody has the stomach to sit through the volatility to create that...

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@HouseTrackers How about $450K? 65 acres. 9,500' elevation in the Rockies. A Garagedominium with nearest neighbor over 1/4 mile away. I can shoot skeet in my back yard. See over 100 elk at a time on my property. Pronghorns graze right up to my windows. No thanks. 😄




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