Hartzell Dianthe

@nerdalert @TeslaBoomerMama @bradsferguson Well said, Bradford did a great video yesterday on the existing shareholders seeing the value before any merger. @TeslaBoomerMama @bradsferguson

@TeslaBoomerMama @bradsferguson I'm sad to see you resulting to ad hominem attacks rather than responding to the actual argument.

Bradford is not an innocent commentator Always remember that he worked as an options trader and now runs a financial analysis firm When you hear nothing for months and then someone stirs the pot, think twice.

@ricB435183 @Yoann_en_VE I just did for that very reason. €7,500 for 2023 Model Y. It is a gamble, but also a gamble to be left with a HW3 car.

@Yoann_en_VE Personnellement, je pense que ceux qui sont en HW3 et qui comptent garder leur voiture longtemps ont intérêt à l'acheter car je ne pense pas qu'il y aura une mise à jour hardware proposée pour le FSD en location 🤔.

🚨 URGENT – Dernière chance en Europe ! Tesla supprime l’achat unique du FSD (« Potential for fully independent driving ») le 21 mai 2026 (15 mai aux Pays-Bas). Après : uniquement abonnement mensuel. Il vous reste 2 semaines pour l’acheter une fois pour toutes à 7 500 € (au lieu de payer tous les mois). Même chose pour l’Enhanced Autopilot à 3 800 €. Le pack inclut : • Autopilot amélioré complet • Reconnaissance des feux et stops • Futures mises à jour = conduite quasi-autonome avec intervention minimale Si vous gardez votre Tesla longtemps → c’est MAINTENANT ou jamais. Pays concernés : 🇫🇷 France, Allemagne, UK, Italie, Belgique, Suisse, Danemark… Qui va craquer avant la date limite ? 👀 #Tesla #FSD #Autopilot #FullSelfDriving #TeslaEurope #EV

@SawyerMerritt Worth buying to get a HW3 -> HW4 upgrade?

Tesla is ending one-time FSD purchases across Europe on May 21, 2026. This includes the UK, Germany, France, Italy, Belgium, Switzerland, Denmark, and others. You have two weeks to buy FSD outright before it's gone forever and switches to a subscription model. One-time FSD purchases end in the Netherlands on May 15, 2026.

@TroyTeslike Nobody cares anymore... We are passed car sales. I don't know why anybody would subscribe to you anymore.

Based on the latest data, Tesla deliveries this quarter are expected to come in between 360,000 and 390,000 units. I’ll tweet my final estimate on the last day of the quarter, as usual.

@Teslaconomics @SawyerMerritt What about if you are in Europe on HW3 ... Is it worth €7500.

@SawyerMerritt If you have the $ to do it, I highly recommend doing it. This is a deal of a lifetime and Tesla knows it, and thus they are removing it. Take the hit now, to save significant $ later. It’s an easy decision if you have the $8,000 to buy it outright.

Two days left to buy FSD outright.

@TeslaBoomerPapa Suck lies "Waymo has a technological LEAD" ...

That's all they have to say about Tesla: "Waymo has a technological LEAD" !!!!!!! He really understands what he's talking about, right ?

@garyblack00 @jamesmcpherson You have rear view mirror syndrome!

@jamesmcpherson Guess who’s been wrong for the past three years on this issue? UBER +257% vs TSLA +9%

$LYFT +8% AH after delivering higher than expected EBITDA, FCF, and turning a surprise earnings profit (+$.01 vs -$.02 exp loss). 1Q Gross bookings and # Rides beat. 2Q gross bookings and EBITDA were in line. LYFT announced a larger than expected share buyback ($750M, $500M in next 12 months, 15% of market cap). 2Q Guidance: - Gross bookings $4.41B-$4.57B vs $4.48B est - Adj Ebitda $115M-$130M vs $124M est 1Q Results: - Gross bookings $4.16B vs $4.16B est - Adj Ebitda $106.5M vs $92.9M est - Rev $1.45B vs $1.47B est - EPS $.01 vs. -$.02loss exp - Active riders 24.20M vs 24.07M est - Rides 218.4M vs 215.23M est - Free cash flow $280.7M vs. $137.7M est COMMENTARY •"Our board of directors has authorized an increase to our share repurchase program to a new total of $750 million. We intend to utilize $500 million of this authorization within the next 12 months, $200 million of which will be used within the next 3 months.“ LYFT trades at just 14.0x FY’25 Adj EPS and 10.4x FY’26 est eps while growing bookings, revs, and trips at 12% and EBITDA growth of 25%. UBER trades at 30.4x FY’25 Adj EPS and 23.8x FY’26 Adj EPS with 14-15% bookings trips and revs growth expectations and EBITDA growth of 30%. Both $UBER and $LYFT seem worthy of increased investment given the high probability of cost per mile reductions as autonomous vehicles become more commonplace.

@garyblack00 @TuscanBlueFL Seriously @garyblack00 where are they going to get these cars?

@TuscanBlueFL lol. Not if they embrace autonomy as they have outlined.

$UBER +40% YTD as investors have concluded UBER benefits most as America transitions from ride hailing with drivers to ride hailing without drivers. In the U.S., UBER + Lyft ride hailing gross bookings were approx $100 billion in 2024. UBER has a chart on their website that shows vehicle miles traveled (VMT) increasing 5x if the cost of ride-hailing drops from $2/mile to $1/mile. Even if we assume elasticity of demand for ride hailing is closer to -1.5x, so that ride hailing demand increases 1.5x (i.e. 75%) for a 50% reduction in ride hailing cost, UBER ride hailing bookings and EBITDA could grow 75% and UBER stock could increase 75% if ride hailing costs drop by 50%.

FFLS Holdings

@p_ferragu This will be an irrelevant question soon. In fact it already is. Some analyst questions on the call are ridiculous. They just do not get it.

The question remains. Why do so many people still buy a BMW, a Mercedes, or any other premium car, instead of a Tesla? I don’t know, Elon doesn’t know. Who knows?

@garyblack00 Problem with analysts, They are quarter to quarter. Short term outlooks. Half of them have no clue about the company. Do you research, see through the crap and think long term. Long term investors don't mind when the stock goes up or when stock goes down (they just buy more).

WS analysts are paid commissions based on how useful they are to the buy side in helping the buy side make money. If an analyst deliberately put out a high # and then said see $TSLA missed as predicted, the buy side wouldn’t pay that analyst because their estimate was too high and they lost money for any client who listened to them.

@TeslaBoomerPapa @munster_gene 🤣

Hey @munster_gene, that was a really smart move on your part to sit on your hand for the next 4 weeks when you were on CNBC 2 weeks ago , and TSLA was at 225! Super money management! Oh, ya, but l forgot: sales were down the previous 2 months, and it was too hard to imagine that it might have ANYTHING to do with the fact that they were coming out with a completely NEW model Y which is their BIGGEST seller, right? Like if AAPL announced a brand new IPHONE for in 2 months, you wouldn't expect sales to SLOW until the new model is out, so that people could get the new model, right? That's too hard to figure out for the "bright" W.S. analysts, right?

@TroyTeslike Pure BS... you have no clue.

Tesla's Full Self Driving (FSD) depends on vision. It has no other sensors. This means it analyzes changes between video frames to determine the distance or speed of another car. However, the other vehicle’s driving angle compared to the camera plays a big role in Tesla’s approach. For example, if a car is moving perpendicular in front of you, say from left to right or right to left, fewer frames are needed. This is because there are large changes from one frame to the next. Now, imagine you’re on the highway and a car is approaching from behind at high speed. That would take more video frames because there’s little change between frames. Similarly, if a vehicle ahead is coming straight toward you, it’s also hard to measure due to small changes between frames. FSD might need two seconds of video frames in this situation. Even if the computer is super fast and processing is instant, waiting for enough video frames makes the vision approach inherently slow. Mercedes’ Drive Pilot system uses front and rear radar to avoid making a lane change on the autobahn when another car is approaching at 200 km/h (124 mph). Waymo uses a 360-degree radar.

@WR4NYGov Flying the plane

When you take Optimus with you on a commercial flight, where will Optimus be in-flight?

@TeslaBoomerPapa You'll never walk alone!

One of the best goals I've seen in a long time!

@farzyness I think $99 or $199 for private use. To use your car as a robotaxi.... Various price structures, depending on miles as robotaxi.

Tesla will charge XXX per month once they release FSD Unsupervised:

@garyblack00 Do you not get it. You are comparing oranges with apples, for miles between critical disengagement.

2/ Don’t get me wrong. For $TSLA to even consider assuming liability for damage and injury required for autonomous ride hailing deployment, TSLA FSD needs to get to around 15,000 miles per critical disengagement (Waymo is at 17,300 miles per critical disengagement), so a 30x improvement from where we are today. The question for investors: How long will it take for TSLA to achieve that rate of improvement: 1 year, 3 years, 10 years? The longer it takes, the more time for competitors to catch up. With $BIDU, $GOOG, and Zoox already offering autonomous ride hailing, it’s clear autonomy is now table stakes for all automobile manufacturers. Everyone has to achieve unsupervised autonomy or perish. TSLA has the lead in producing autonomous vehicles at scale but $BIDU at $27K average cost ex-battery and over 8M paid autonomous miles shows that $TSLA is not alone.

$TSLA FSD v13.2 now tracking at 505 miles per critical disengagement (99.8% efficacy), which is a huge step-change improvement from v12.5x. If this rate of improvement persists as more data comes in, this could give investors increased confidence that unsupervised autonomy is likely by 2026. Source: @eliasmartinez

@herbertong 🤡 Outperform with a price target 20% below yesterday's low.

Tesla has taken a hit after lower-than-expected deliveries RBC's Tom Narayan talks about possible further declines, new regulations, and the upcoming Model Q. Despite short-term dips, he sticks with an "Outperform" rating on $TSLA stock and a $313 price target He’s eyeing Tesla’s next big move: the Model Q. Plus, saying Tesla’s energy storage growth and long-term strength in EVs will keep it on top. Is the Model Q Tesla’s next big game-changer?

@GerberKawasaki Miss the run up Ross 😂 your a 🤡 ... watch out for the tusami !!!

And it only gets harder from here. Imagine tesla sales once it loses the $7500 discount. This will crater sales if this happens. No doubt put tesla profitability at risk. Energy storage will not save tesla. $TSLA

@TeslaBoomerPapa Great post, 100% correct.

9 months ago, the conversation about TSLA on CNBS was: It's 60 % down from ATH It will NEVER get back to ATH Musk lost more than 100 Billions The Mag 7, Oh! no: the Mag 6 now: there's nothing magnificent about Tesla anymore! The brand is destroyed If it goes down to 95, I MIGHT get some It's really JUST a car manufacturer Musk promises and never delivers FSD is 5 to 10 years off Their cars are old and people are buying others, more advanced and better looking C.T. is a BIG flop This is what they label themselves "smart money"! And now : NOT A WORD about ATH from CNBS !