4 ms·

I own two Teslas as well and was waiting on new Y to upgrade, not happening right now as my wife would divorce me that same day I went to pick it up :) Musk su

I own two Teslas as well and was waiting on new Y to upgrade, not happening right now as my wife would divorce me that same day I went to pick it up :) Musk successfully alienated his customer base (rich liberals) to the point that I do not believe the company will survive this unless he leaves... and of course he cannot leave because Tesla is a meme stock now, if he left the stock would tank (only he can sell fantasies like robotaxis and robots etc to justify triple-digit P/E ratio...)

taylodl 2y ago
Musk has to leave for Tesla to have a shot at a future. There's an ever-shrinking cadre of "investors" willing to buy Musk's "promises" in lieu of delivered results. That's unsustainable. Get rid of Musk and absolutely their stock price is going to "tank", or I should say re-adjust to what it should have been all along. Part of sending Musk on his way would involve Tesla owning up to what they are: an EV auto company with massive vertical integration on the charging side that allows their customers to charge at home, off-grid, and during their travels. Robotaxis and robots are a distraction from their core competency, and in my mind, makes their stock less valuable.
- damnitbuilds 2y ago
  But their valuation was based on those distractions, not on being "an EV auto company..."
  - bdangubic 2y ago
    that’s exactly it… and Musk’s margin calls would kick in hard if Tesla stock starts going where it should be. This is a pickle they are both in, can’t move on from each other and can’t stay together
    - taylodl 2y ago
      That's why I began with "Musk has to leave for Tesla to have a shot at a future." Tesla needs to decide if they're going down with Musk, or whether they're going to slog through a market correction and likely come out the other side well positioned for growth. The choice is theirs.

4 ms·

I own two Teslas as well and was waiting on new Y to upgrade, not happening right now as my wife would divorce me that same day I went to pick it up :) Musk su

by bdangubic 2y ago

taylodl 2y ago
Musk has to leave for Tesla to have a shot at a future. There's an ever-shrinking cadre of "investors" willing to buy Musk's "promises" in lieu of delivered results. That's unsustainable. Get rid of Musk and absolutely their stock price is going to "tank", or I should say re-adjust to what it should have been all along. Part of sending Musk on his way would involve Tesla owning up to what they are: an EV auto company with massive vertical integration on the charging side that allows their customers to charge at home, off-grid, and during their travels. Robotaxis and robots are a distraction from their core competency, and in my mind, makes their stock less valuable.
- damnitbuilds 2y ago
  But their valuation was based on those distractions, not on being "an EV auto company..."
  - bdangubic 2y ago
    that’s exactly it… and Musk’s margin calls would kick in hard if Tesla stock starts going where it should be. This is a pickle they are both in, can’t move on from each other and can’t stay together
    - taylodl 2y ago
      That's why I began with "Musk has to leave for Tesla to have a shot at a future." Tesla needs to decide if they're going down with Musk, or whether they're going to slog through a market correction and likely come out the other side well positioned for growth. The choice is theirs.