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Tesla Earnings Call Summary - lots of Nuggets (Patreon)

Published:
2023-04-19 23:47:20
Imported:
2023-04

Content

Unless you have the ability to uncover the underlying messages, the interpretation of the earnings call may not be favorable. However, upon closer examination, there are numerous positive factors, such as strong demand, production, margins, and more. One particular highlight for me is that Tesla's Full Self-Driving (FSD) technology may be ready by the end of the year. Additionally, they are confident in the potential for significant sales of FSD, even if they have to sell the cars with minimal margin and make up the difference by selling FSD.

All key nuggets are summarized above for those of you who are Tesla Investors.

Net net - 2023 could be time to stack - as ELON SAYS = "the sun will shine very early 2024" not only for Tesla but also for BITCOIN


PDF of MindMap is also placed here 

https://community.investanswers.io/t/tesla-earnings-call-summary-ia-mindmap/19021

Files

Comments

Anonymous

It could have been worse. The rumors were for a -15% AH drop if they missed on whisper numbers so relatively speaking doing ok.

Anonymous
>>106738602

However I still value FSD at $0 and expect the cybertruck to fail to meet demand beyond cult followers. Tesla is unable right now to generate sufficient demand for its vehicles within the mass market segment who are not used to dealing with a car company like Tesla. Very concerning

Anonymous

Hi James, at the current prices for both Tesla and bitcoin which one do you think is a better buy right now

Anonymous

Wish Elon would cool it with Tucker Carlson et al. Who's next, Jordan Peterson? Run the f'n company and step out of the politics. He couldn't have asked for a better outcome on the rebate front.

Anonymous

Personally and, maybe selfishly, I'm glad the stock is still beaten down. I'll be glad if we have the opportunity of lower stock prices for the rest of 2023 because it's the only way I can afford to accumulate :-) I think the volume over margin is the right play for the market in Auto while the battery packs are forging ahead but with a significant margin, my Tesla cult membership is forward-looking ;-) Maybe James will be in his Cybertruck by Q3?

Anonymous

Honest question. Elon promises FSD will be ready every year starting in 2019. Why should I believe him this time?

Anonymous
>>106753790

You don't need to believe him, it's like a price prediction that will almost certainly be true at an indeterminate point in the future ;-)

Anonymous
>>106753790

right... How long is a piece of string. One more reason why I got cold feet on TSLA. Competion is waking up anyway. But who am I...

Anonymous

I just see it as a buying opportunity, like putting your money in a bank for a year or two except this money will double. Ive put LO`s at 163.01 qand 150.05 as per the layer out model. After that its 134.02, beyond that im out of cash lol.

Anonymous

Really interesting and useful recap, James. We are all waiting for the sun to shine on Tesla stock again🌞. Cheers from Barcelona

Anonymous

Pre market is looking rough. I guess all who want to buy some will have the opportunity

Anonymous

Hi guys! Exciting IA times hey? Elon...please don't pick on our sacred cows. Do you think he is only trying to help the little guy? Fill you bags whilst you can ma'am.

Anonymous

Got a little more at $166.13

Anonymous

I'm waiting for 69 bucks. Then we go to 420

Anonymous

seems to me Elon is synced very well with the business cycles, and the bitcoin halving as well

Anonymous
>>106770930

I know If I sold now it’d jump back up , that’s my luck every time

Anonymous

Thanks James. The one line I fixate on "Energy storage growth will eclipse vehicle growth." This is what I have my eye on. CNBC stacked Tesla bears this morning; disappointed in their producer. All just see them as a car company. Weak comparisons to oems. I question if many of these talking heads being interviewed have even driven an EV, let alone a Tesla and have experienced charging on the 'electrify america' system. Have they spent any time with TSLA's competitors to understand the moat of functionality, quality operating system, clean UI and interactivity, car's knowledge of chargers, continuous over-the-air updates? Most likely not, just like the majority of 'Test Drive' articles on apple news.

Anonymous
>>106773257

I apologize for your bag, but I'm manifesting this one. On the bright side we will go up to 420! Lol

Anonymous
>>106759447

But, but, but, James said.,,.. “it’s NEVER going to the 140’s EVER AGAIN” , just a few days ago….

Anonymous

TSLA about to go SSR, wow.

Anonymous
>>106777576

It’s very simple. They don’t believe it till they see it. And why should they. Most all of Tesla mid term time projections are always wrong. 2019 Robotaxi anyone? Cybertruck 2-3 years late (depending on how you calc)

Anonymous
>>106777576

This is a bed of their own making, they talk WAY TOO MUCH about stuff that never happens or is years later. If they just said nothing and let actual action speak, they would have not burned up all the good will

Anonymous
>>106753790

Competition is waking up, yes, but are they catching up? Only BYD is near the volume but nowhere near the margins. The stock gets hate when Tesla cuts prices, but price cuts get sales in depressed markets and ultimately will increase volumes at the expense of the competition who, when competing on price have -ve margin. Ultimately it looks like a winning strategy but it's a long play and traders want short term gains.

Anonymous
>>106777576

That is why I never believe car makers or automobile mechanics and manufacturers of any kind. Like fisherman... my fish is always bigger than anyone else's. Competitors do not sleep.