Warzypants
Warzypants
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GLJ "Research". Gordon Johnson is a perma-bear, who has never seen anything good about Tesla, no matter what they achieve. He has a 0 star rating on tipranks.
Piper Sandler Keeps Their Buy Rating on Tesla (TSLA)
"Tesla stock wobbles". What, ~2%? We seasoned investors in $TSLA are used to 10 to 20% lurches up or down. To us, 2% is more like a rounding error.
Tesla Stock Wobbles. Elon Musk Makes a Surprise Decision on FSD
But is BYD as profitable as $TSLA? Is it great that BYD are selling a heap of low margin cars to attain this "title"? Or is it a better strategy for TSLA to divert much of its battery production to support its energy division with margins of ~30%? Will TSLA have a problem selling as many vehicles as it likes to roll out its Robotaxi fleet, you know, a venture that produces ongoing revenue rather than a one off profit on a car sale? I don't think looking at car sales metrics is particularly informative for a company like Tesla.
BYD Dethrones Tesla in 2025 Electric Vehicle Sales
avatarWarzypants
2025-12-19
Ark does tend to take profits on $Tsla following a major increase in price, because that typically unbalances their portfolio and they need to bring it back within announced limits. The headline referencing "Dumping stock" tends to make this look like Ark suddenly went off $Tsla for some reason, but they remain very bullish and have taken similar actions many times before.
Cathie Wood Dumps $11 Milllion Worth of Tesla Stock While Doubling Down on These Notable Crypto Plays
avatarWarzypants
2025-12-15
It seems that Tesla have started testing Robotaxi in Austin with no-one in the car, so in other words, no safety rider (and no paying customers for now) Ashok Alluswami posted "and so it begins". Look very bullish for $TSLA if they can smoothly transition to a substantial rollout of driverless Robotaxis in the next few weeks.
It's almost as if Photoshop never existed for the EU. XAI won't generate the images unless asked to do so by a user.  A painter who chooses to paint a pucture of a nude uses the tools available. If it's too spicy, do we condemn the painter or the company that supplied the paint and brushes they used?
EU Condemns Musk's Grok for Generating Illegal Pornographic Images Involving Minors
avatarWarzypants
2025-12-20
At long last! Delaware could see the writing on the wall should the lower court's decision had been allowed to stand. The loss of tax revenue from companies moving out of state was beginning to hit hard.
Musk wins appeal and restores 2018 Tesla pay deal worth $56 billion
avatarWarzypants
2025-12-19
Tell me you're thinking of this company and are fixated on car sales, and not as an AI company, a ride-hail company, a robotics company, an energy company ...
This chart captures Tesla's EV sales woes - and things are about to get worse
avatarWarzypants
2025-12-18
Another excellent "buy the dip" opportunity, courtesy of over-eager DMV officials in California. Seriously, do they think this threat to ban sales in California would stick? Apart from the fact that FSD unsupervised is demonstrated to work in Austin already, so there's nothing really to correct, Tesla could easily absorb a sales ban by using the output to augment their own Robotaxi fleet. But an amusing news item, nevertheless.
Tesla Faces California Sales Halt Unless It Alters Marketing
avatarWarzypants
2025-12-13
For me, the AI field is a nightmare when picking the right horse to follow, with the models claiming first place in ability seemingly changing from week to week. I’m still happy to back $TSLA though, because I genuinely believe they have solved unsupervised autonomous driving and none of the other A I companies appear to have the training data to compete in this arena. With a fast ramp approaching, I can see fast monetisation for this piece of AGI, provided no black swan events emerge to spoil the party.

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