Tesla stock

Stock market in general is way up.
I hope I’m wrong about what our incumbent will be doing for the next 4 years.

 

With the gains - we could walk in and get a model y. Wouldn't that be cool if I could just have the stock shares in hand for payment?
Still .... we will hold - until our existing cars are more aged.
Hasn't it split at least a couple times in the past 4 years?
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And Tesla was up 17% last I looked today.

 

i'm caught between bailing out, and waiting a few years to see what shenanigans musk and trum come up with to manipulate the stock

 

If Musk leaves Tesla for his new job, the stock will take a short term hit, but I think it would be good for Tesla in the long term.
If Trump tells Elon to take a hike (now that he got elected) the stock will drop.

Tesla was already a volatile stock, now even more so.

I’m definitely trimming as fast as taxes will allow.

 

Looks like they've kept talking. It is what it is, a bet on Elon not supported by the economic fundamentals.

 

Well for the time being, I'm enjoying the climb of both the Tesla stock and crypto.

 

i do love me some Tesla company valuation pundits & stock valuation volatility 'experts'.
First, volatility is based on whether you're in for the long haul or playing the game on every blip & dip. 2nd & more importantly - having jumped into their stock nearly 5 years ago & putting our sell order in today as shares went above $350 ??
The better ½ jokingly said, "why didn't you move more of your Roth into Tesla !?!
After having both the model S & model x, the 10s of 1,000s we gained on the stock will more than offset the depreciation on the sale of the 2 teslas we had over the years - with a nice pile of coin left over.

 

stock prices and business fundamentals parted company a long time ago.
stock manipulation moved in

 

$350. at 3:30 pm est.

up and up she goes, where she'll stop, nobody knows...

 

Turns on when you turn the clock off. The stock has actually been about 12% higher, just over $400/share. We unloaded at 3:50 as we will likely be replacing one of our two cars in a few months ... & having cash on hand is nice.
Even so - 300% over nearly holding a stock for nearly 5yrs takes a bite out of several yrs of inflation.
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i could see it over a thousand in the next four years

 

Why do you think volume, margins, and thus profits would increase under the Trump administration?

Do you really think DJT will show loyalty to Musk now that he has no need for him? Or go back to the ICE is good enough and lets pump more oil stance?

What goes into a Tesla that would be subject to a tariff?

Take away the EV tax credit and increase tariffs and how many get sold?

How many CTs will get sold compared to the pre-order numbers?

I know I've been a skeptic here for a while but I want to understand the financial logic and not just the momentum buying logic.

 

My guess?

ALL of 'em!
There are THAT many EVangelists in the world.

besides.......Musk seems to have looked around that corner.
Didn't he build a battery factory in not-China or not-Mexico recently???
Aren't batteries a non-trivial part of Teslas?
All of the ChiComm crap that they're putting into elon's cars they're also putting into the "big 4" so it would seem to ME that Elon still has a price advantage over the domestics since he's not getting butt-raped by labour.

As long as the US is financing Russia's part of the War in Ukraine by keeping an artificial $60 floor on oil, then Elon's car company will continue to be on SOLID financial footing - especially when gas is $2.30 a gallon on free soil and over $5 in other places.

(Hint: The US President has no influence on the DELTA in long-term gas prices in US states!)

 

The optimistic Bull position is that fewer regulations will lead to an easier launch of:
1) FSD (AI)
2) Robocab
3) Optimus (AI)
4) SpaceX (which isn’t Tesla, but Tesla adjacent).

In short, the speed of innovation will speed up.

Personally, I believe this is a stock price move based on euphoria. Some of it is warranted IF Robocab and Optimus are truly going to launch in the next couple of years.
Trump’s loyalty blows with the wind, as you mentioned. To me, this is a much bigger risk than the potential gain.
If Elon thought regulations were bad before, wait until he gets on Trump’s bad side.

 

why don't you answer your own question, & ask why WOULDN'T you think that

Did you forget? Lots & lots of electricity is made from fossil fuel products? even for manufacturing ?

Due to its cost, CT' are currently ineligible for the credits you refer to. So the assumption people in line are mainly hoping to save a few thou is erroneous. But to answer the non sequitur anyways, there are nearly 2 million in line for CT. So if only one in 4 line holders end up buying? oops i ran out of fingers.

you ??

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Probably just a 'decent' time to buy one - which, admittedly beats my 3 years-ago house odds for BEVs.
Lots of reasons for this, and since you're an engineer you should understand most of them.

Teslas are good cars as long as they're still able to suckle on the government teat, and I think that some day they're going to be GREAT cars.....and maybe after that?
The only ones left at scale.

Meanwhile?
They face a lot of headwinds (which is why they're still sucking on that dot.gov ninny....)

For a retired engineer that's less than 150 miles from the nearest Tesla repair facility?
The math is different.
I said 150 because my exquisitely-honed Spidey senses inform me that somebody living in Huntsville (one of America's fastest growing areas) still has to drive to Nashville to get their T3 serviced and cartography does not give a crap about politics.

If you're a working mom, this algebra changes EVEN MORE rapidly!
The T3 still has a few single mode failure vulnerabilities that they've proven to be better than the average bear at mitigating, BUT unlike the competition there are fewer repair options FOR NOW......and the T3 has a GM-adjacent reliability rating FOR A REASON.
Also....due to the near-criminal mismanagement of the American economy lately, MANY single moms cannot afford to buy houses these days.
Or ANY days, actually.

THIS means that your charging infrastructure is limited to sleeping in the Food Hole parking lot during your lunch break (IF you're not ICE'd out) OR hitting a for-fee charging facility for about the same price as I can buy fuel at $2.49 a gallon (late November 2024.)
....and THIS is on 'free soil.'
If you live in places where free electricity for fueling BEVs is a supposed human right, or where gas is horribly over-priced then....yes.
You CAN charge your BEV for about what it would cost to buy gas - and you can rent a townhouse maybe for less than 50-percent of your take-home pay that might have charging and maybe even solar.

BUT you sure as beans aren't going to be paying off a house in one of those places if you're under 40 now!

Like cartography, MATH doesn't care about people's feelings either......

 

Two fuel sources > 1