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Purely on the air coming out of Elon’s mouth as well as the 1 million cars sold world wide, 165 successful Falcon 9 launches and 9 million Starlink subscription

Purely on the air coming out of Elon’s mouth as well as the 1 million cars sold world wide, 165 successful Falcon 9 launches and 9 million Starlink subscriptions

sgerenser 9mo ago
SpaceX’s success have no bearing on Tesla. And Tesla’s sales for the year are down for the second year in a row. Hardly a logical reason for the stock to go up.
- eru 9mo ago
  You are right that SpaceX is a separate company. > And Tesla’s sales for the year are down for the second year in a row. Hardly a logical reason for the stock to go up. If the market originally expected and priced in an even bigger decline, the stock would logically go up. Because of all the possible anticipations stock price movements are hard to understand, even in retrospect.
- tonyhart7 9mo ago
  "Hardly a logical reason for the stock to go up" I think its because Elon would continue to be CEO of tesla , Elon is a brand at this point its well known "brand", Yes there is a lot to hate but you cant ignore his huge follower I mean Elon can come to Saudi and Saudi can invest in his company because they like him, that is just the way it works
- andrewinardeer 9mo ago
  Tesla is more than one person. Plenty of incredibly talented people at Tesla that is not Elon.
  - ulfw 9mo ago
    Who haven't launched an actual proper real new car in a decade except for one that failed utterly
    - lotsofpulp 9mo ago
      Model Y was released in 2020, and millions have been delivered since then. Seems real enough.
      - ulfw 9mo ago
        Saying 'Model Y' is a distincly different vehicle from a Model 3 is like calling an iPhone Pro Max different from an iPhone Pro.
        andrewinardeer 9mo ago
        You do know they refresh the models every year, right?
- cko 9mo ago
  I think he's implying that SpaceX's success is evidence that Musk can possibly deliver on the robotaxis and Optimus forecasts, thus justifying TSLA's multiple. I for one am skeptical.
- xedeon 9mo ago
  > "Hardly a logical reason for the stock to go up" Surely this can't be a serious nor a logical statement so I'll have to assume it's a joke or engagement bait. Here are 3 that I can think off the top of my head. 1. Robotaxi TAM: Tesla's already running unsupervised Robotaxis (no safety driver) in Austin tests as of late 2025, with plans to expand cities in 2026 — that's not vaporware, it's early scaling of high-margin autonomy. 2. Cross-country FSD milestone? Legit: A Tesla owner just nailed 10,000+ intervention-free miles on FSD v14.2 coast-to-coast in Dec 2025, including parking and Supercharging — verified via telemetry. https://www.youtube.com/watch?v=dnLswbNB0SU https://www.youtube.com/watch?v=dnLswbNB0SU 3. Model Y #1 for 3rd year? Tesla proudly claimed it in their 2025 recap as of the latest DEC 2025 data. Stock still up ~11-25% in 2025 despite EV headwinds and ending of EV credits because the market prices in future upside: autonomy software margins, energy storage boom, Optimus, and robotaxi fleets. That's logical valuation, not "no reason." Dismissing all that while cherry picking doubts is at best nothing but drivel.
  - sgerenser 9mo ago
    What percentage of you net worth is in TSLA stock?
csto12 9mo ago
Nice. Now take the car sales out of the vacuum and let’s see how great sales look year over across the world. Now let’s factor in how Elon’s government ended subsidies for electric cars. Should I go on?

Purely on the air coming out of Elon’s mouth as well as the 1 million cars sold world wide, 165 successful Falcon 9 launches and 9 million Starlink subscriptions

sgerenser 9mo ago

SpaceX’s success have no bearing on Tesla. And Tesla’s sales for the year are down for the second year in a row. Hardly a logical reason for the stock to go up.

eru 9mo ago
You are right that SpaceX is a separate company. > And Tesla’s sales for the year are down for the second year in a row. Hardly a logical reason for the stock to go up. If the market originally expected and priced in an even bigger decline, the stock would logically go up. Because of all the possible anticipations stock price movements are hard to understand, even in retrospect.
tonyhart7 9mo ago
"Hardly a logical reason for the stock to go up" I think its because Elon would continue to be CEO of tesla , Elon is a brand at this point its well known "brand", Yes there is a lot to hate but you cant ignore his huge follower I mean Elon can come to Saudi and Saudi can invest in his company because they like him, that is just the way it works
andrewinardeer 9mo ago
Tesla is more than one person. Plenty of incredibly talented people at Tesla that is not Elon.
- ulfw 9mo ago
  Who haven't launched an actual proper real new car in a decade except for one that failed utterly
  - lotsofpulp 9mo ago
    Model Y was released in 2020, and millions have been delivered since then. Seems real enough.
    - ulfw 9mo ago
      Saying 'Model Y' is a distincly different vehicle from a Model 3 is like calling an iPhone Pro Max different from an iPhone Pro.
      - andrewinardeer 9mo ago
        You do know they refresh the models every year, right?
cko 9mo ago
I think he's implying that SpaceX's success is evidence that Musk can possibly deliver on the robotaxis and Optimus forecasts, thus justifying TSLA's multiple. I for one am skeptical.
xedeon 9mo ago
> "Hardly a logical reason for the stock to go up" Surely this can't be a serious nor a logical statement so I'll have to assume it's a joke or engagement bait. Here are 3 that I can think off the top of my head. 1. Robotaxi TAM: Tesla's already running unsupervised Robotaxis (no safety driver) in Austin tests as of late 2025, with plans to expand cities in 2026 — that's not vaporware, it's early scaling of high-margin autonomy. 2. Cross-country FSD milestone? Legit: A Tesla owner just nailed 10,000+ intervention-free miles on FSD v14.2 coast-to-coast in Dec 2025, including parking and Supercharging — verified via telemetry. https://www.youtube.com/watch?v=dnLswbNB0SU https://www.youtube.com/watch?v=dnLswbNB0SU 3. Model Y #1 for 3rd year? Tesla proudly claimed it in their 2025 recap as of the latest DEC 2025 data. Stock still up ~11-25% in 2025 despite EV headwinds and ending of EV credits because the market prices in future upside: autonomy software margins, energy storage boom, Optimus, and robotaxi fleets. That's logical valuation, not "no reason." Dismissing all that while cherry picking doubts is at best nothing but drivel.
- sgerenser 9mo ago
  What percentage of you net worth is in TSLA stock?

csto12 9mo ago

Nice. Now take the car sales out of the vacuum and let’s see how great sales look year over across the world. Now let’s factor in how Elon’s government ended subsidies for electric cars. Should I go on?