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TeslaTSLA & the Investment World: 2025

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@ggr Am I in the wrong place?

Screenshot 2025-01-01 at 1.55.08 PM.jpg
 
Because without FSD TSLA is worth 100B.
I don’t know. FSD unsupervised for a non cyber taxi role is probably a decade away. Any investor who has driven in an FSD vehicle knows this. I find it hard to believe that there are that many stupid investors out there.

We love FSD supervised and use it all the time. But I doubt it’s going to get me from one side of town to the other without an intervention for many years yet. Even 3 intersections in a row would be amazing.
 
I don’t know. FSD unsupervised for a non cyber taxi role is probably a decade away. Any investor who has driven in an FSD vehicle knows this. I find it hard to believe that there are that many stupid investors out there.

We love FSD supervised and use it all the time. But I doubt it’s going to get me from one side of town to the other without an intervention for many years yet. Even 3 intersections in a row would be amazing.

It will happen this year in my opinion. If you think it's a decade out you should short Tesla as you'll make a killing
 
Instead of all the pie in the sky about FSDwhy aren’t we estimating the quarterly/ yearly sales numbers and trying to figure out sales/ income for the year? You knowsomething real?

I think 2024 was the last year you could say with a straight face that car deliveries mattered as if they were the only large factor.

Already in 2024 autos were only 79% of total revenue and Tesla Energy is becoming a factor on the earnings ~9.5% of total revenue in Q3 2024 (Q4 numbers coming soon) and growing over 50% per yearin 2025 Tesla Energy will become a larger percentage of the total picture.

I expect robotaxi will be in a different part of the revenue listing vs auto productionshrinking that auto number from 79%.

Will there be a quarter in 2025 where Autos are less than 50% of revenue? Will that happen in 2026? Either way auto production numbers don't hold the sway on TSLA they used to.

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I don’t know. FSD unsupervised for a non cyber taxi role is probably a decade away. Any investor who has driven in an FSD vehicle knows this. I find it hard to believe that there are that many stupid investors out there.
Wowstart the year out by being an ass. Come to a TSLA investment forum and call us stupid.

How have your returns been?

Many of us stupid investors have become multi-millionaires thanks to our investment in TSLAand have some of the best returns on Wall Street. Remind us again how we're stupid investors?
 
Wowstart the year out by being an ass. Come to a TSLA investment forum and call us stupid.

How have your returns been?

Many of us stupid investors have become multi-millionaires thanks to our investment in TSLAand have some of the best returns on Wall Street. Remind us again how we're stupid investors?
Tesla remain a good investment in my opinion. But FSD is not improving anywhere fast enough to become a level 4 FSD anytime soon. It may happen someday but it’s probably years away. Any investor who thinks otherwise hasn’t driven an FSD vehicle.
 
I don’t know. FSD unsupervised for a non cyber taxi role is probably a decade away. Any investor who has driven in an FSD vehicle knows this.
Again your experience is not normal. My experience is exactly opposite of yours. I'm on HW3 and yet it completes almost all of my drives with no input from me. To the point that I find it hard to stay engaged in monitoring it.
 
Tesla remain a good investment in my opinion. But FSD is not improving anywhere fast enough to become a level 4 FSD anytime soon. It may happen someday but it’s probably years away. Any investor who thinks otherwise hasn’t driven an FSD vehicle.
I’m glad you speak for the rest of us. By the wayI had several 2,000 mile cross-country trips under my belt on AP1 before you’d ever even sat in a Teslaso maybe drop the ridiculous hyperbole and stop speaking as if your non-technical opinion is gold and those of us with *actual* technical backgrounds must be idiots.
 
Again your experience is not normal. My experience is exactly opposite of yours. I'm on HW3 and yet it completes almost all of my drives with no input from me. To the point that I find it hard to stay engaged in monitoring it.
I wish one of the "FSD never works for me" people could try riding with a "FSD works almost all the time" typesthey could try each other's cars.
 
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