Never bet against Musk

[Rastafarian]

Elon Musk announces disappointing Tesla Optimus update

In a post on X on March 31, Musk stated that Optimus 3 is mobile but requires some finishing touches before it is ready to be shown to the world. This update comes on the final day of the first quarter, a period when Tesla had previously signaled expectations for a Gen 3 reveal.

www.teslarati.com

a delay?!? I’m shocked!!!

 

[fatpiggy]

It’s almost like you can predict (do math) the seasonality if you like money, pay attention, and don’t get duped by stupid headlines

https://dgmotorscar.com/blog/chinese-electric-cars-vs-tesla/#:~:text=terms%20of%20affordability.-,02%20Features%20and%20Functions:%20Minimalist%20vs.,driver's%20seats%2C%20and%20heating%20functions.

Tesla is a massively inferior product to Chinese EVs. If we had free trade with China, the company would be done.

This is false. Tesla is a leading brand in the China EV space.

 

[Rastafarian]

It’s almost like you can predict (do math) the seasonality if you like money, pay attention, and don’t get duped by stupid headlines

You said leading EV brand in China. Tesla is 4% of the market and falling. Now who is falling for stupid headlines?

Chinese brands command domestic EV market

As China’s electric vehicle (EV) market continued to grow in the first half of 2025, domestic brands took firm control.

autovista24.autovistagroup.com

 

[fatpiggy]

You said leading EV brand in China. Tesla is 4% of the market and falling. Now who is falling for stupid headlines?

Chinese brands command domestic EV market

As China’s electric vehicle (EV) market continued to grow in the first half of 2025, domestic brands took firm control.

autovista24.autovistagroup.com

Now do how many brands have more than 4% of the market. And then you will realize my statement was correct.

 

[Rastafarian]

Now do how many brands have more than 4% of the market. And then you will realize my statement was correct.

BYD leads with 26% market share. What’s your point?

 

[fatpiggy]

BYD leads with 26% market share. What’s your point?

There are about 20 Electric Vehicle brands in China. Tesla is in the top 3-4, while commanding higher prices. It's viewed as somewhat of a luxury brand out of the 20 EV brands.

So, as i said "a leading EV brand", top 3 or 4 out of 20 ..... i would consider a leading brand. If you want to split hairs over what constitutes "leading" go right ahead.

Tesla is doing just fine. Remember, this is post subsidy so some fall off in demand is not surprising. Im sure some of Elons politics hurt too, but in the end Tesla will be just fine.

Stock is still too expensive, I sold all mine. But the cars are great and they still drive better than gas cars so i still think the overall trend will be slowly towards EV. They just drive better, it's that simple.

 

[fatpiggy]

And not to mention, that Tesla is the worlds leading EV seller and sells more vehicles on the global stage than BYD

 

[Rastafarian]

 

[fatpiggy]

It’s a fair downgrade.

The stock just trades at sky high valuations. The Elon premium is real and valuable. If Elon died tomorrow Tesla immediately drops 50%.

Now SpaceX provides another vehicle to get access to Elon. So it makes sense to me why the valuation collapses and also why I don’t own any Tsla stock right now despite jt being one of my favorite products and companies.

 

[baltimorened]

https://dgmotorscar.com/blog/chinese-electric-cars-vs-tesla/#:~:text=terms%20of%20affordability.-,02%20Features%20and%20Functions:%20Minimalist%20vs.,driver's%20seats%2C%20and%20heating%20functions.

Tesla is a massively inferior product to Chinese EVs. If we had free trade with China, the company would be done.

if we had free trade with china, most of our auto companies would be done.

 

[Rastafarian]

if we had free trade with china, most of our auto companies would be done.

they would crush us