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As a PhD Materials Scientist with a business degree, I don't think you understand the Tesla business case. I invite you to read Tesla's SEC filings carefully. I

As a PhD Materials Scientist with a business degree, I don't think you understand the Tesla business case. I invite you to read Tesla's SEC filings carefully. I found the business case to be extremely compelling when I bought 3400 shares at 16$. I still find deep value in the stock despite relentless negative sentiment from people who have no idea what an absolute juggernaut the company is. Comparing Tesla to Enron or pets.com is absurd. Tesla is on another planet in comparison. The idea that Tesla investors have been duped is also absurd. I follow the company's developments closely and have driven FSD for years. They have an unassailable advantage in the coming networked renewable energy market and are on track to implement high margin recurring revenue digital services across their class leading hardware products, which include EVs, home storage, and grid scale storage. The latter two have just moved out of the Tesla Roadster era of development and are achieving scale just as solar and wind deployment reaches wide scale adoption. Good luck to all who see promise in a renewable future. Sorry to those who don't get it.

acdha 2y ago
I’m not saying they’ll go to zero but your rhetoric about things like “unassailable advantages” is a good illustration of the risk here. The renewable juggernaut is rolling but it’s not preordained that they will be the company leading it – they have plenty of competition – and their financials are good but don’t support the kind of stock price they’ve had over the last few years. More competition will tighten margins up, not expand them.
- enslavedrobot 2y ago
  Calling Tesla Enron and pets.com is totally legit, but unassailable is rhetoric? What competition are you talking about? What is their gross margin? SG&A expense as a % of revenue? If Tesla is so assailable there should be easily named competition with comparable financial performance and a compelling technology roadmap . There isn't one. I look every day.

acdha 2y ago

I’m not saying they’ll go to zero but your rhetoric about things like “unassailable advantages” is a good illustration of the risk here. The renewable juggernaut is rolling but it’s not preordained that they will be the company leading it – they have plenty of competition – and their financials are good but don’t support the kind of stock price they’ve had over the last few years. More competition will tighten margins up, not expand them.

enslavedrobot 2y ago
Calling Tesla Enron and pets.com is totally legit, but unassailable is rhetoric? What competition are you talking about? What is their gross margin? SG&A expense as a % of revenue? If Tesla is so assailable there should be easily named competition with comparable financial performance and a compelling technology roadmap . There isn't one. I look every day.