$TSLA fanbois always claim that only Tesla can sell EVs at a profit / with a huge margin (something like $10k per vehicle). Would be interested to see what kind of margin per vehicle they are making now that the tax credits are removed and it appears that much of the profit came from energy storage.
this post was submitted on 29 Jan 2026
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Those crazy margins lasted for like 2 quarters until it was revealed that one of the main ways they managed it was severely under allocating warranty. It was a neat trick, until vehicles actually started to come back with warranty claims and they realized they literally make the least reliable and most expensive to repair cars on the market. IIRC they were allocating like 1/3 of what Toyota does per-vehicle, which is absolutely insane given the kind of vehicles they make. Hence why they became insanely stingy with warranty claims, and you saw tons of in-warranty repairs being allocated to "goodwill" which is a distinctly different pool from warranty allocation.
The entire company is built on fraud and shell-games with SpaceX/Starlink/Boring Co. and Musk has straight up admitted as much. No one gives a shit and a judge literally ruled he's allowed to do it because line go up.
I can rant for hours about all the insanely sketchy stuff they've done solely for a one quarter boost, and plenty of other stuff where their cost-cutting directly resulted in loss of life.
Somehow stocks will go up.
It's slid 8% over the last month. But at a 282 p/e, it could lose 90% and still be overvalued.
Tesla’s board:
hey, I know, let’s give the ketamine enthusiast who sieg heil’d a dementia-ridden psychopathic racist twice on national television a trillion dollars this year as a comp package.
The fact that it isnt completely under is unacceptable.
Stock price went from $430 to $450.
It's been sliding all month.
The car manufacturer is a front for the ~~money laundry~~ investment vehicle
As well it should have. You can't sell many vehicles to people who still remember what nazi's were. Yet who really cares. In the aftermath of the nazi shit and dropped sales his board cronies paid him a trillion dollar bonus! CEO bonuses work both ways I guess, in this corrupt, fuck you, world.
He did not get $1T. The milestones he has to reach to see that number have already failed.
Tesla Motors is a fail, now Tesla robots are going to make a profit even though they have never revealed a working prototype?
Even if it got banked 100% it wouldn't stop his Nazi rhetoric
Ha ha
Finally a good news
And let me guess, stonk went up still?
It's not about the companies, it's a gamble stock, divorced from the performance of the company.
Yes, because while they had lower profits than previously, they still had higher profits than expected. This market behavior is in no way unique or limited to Tesla or "meme stocks". If a company increases profits, but less than expected, their stock usually drop despite increased profit. It's because value is tied to actual results vs. expected results on the short term.
Because the stock market doesn't care about reality. It is just a bunch of rich guys trading money between each other, and they have enough to not need us.
Top 10% of people own 90% of stocks 85% of all businesses, and half the real estate.
Yeah, it just became another form of currency to them to make number go up attached to their soul of course.
Yes, but even then you'd expect the faltering to be reflected, just earlier. As the analysts estimate low profits you'd expect the stock to suffer a sharp decline then.
Given how overvalued Tesla is arguably in general and that the rationalization is that while it's not the biggest and best brand now, but their growth trajectory should carry them past all the other automakers, it's insane that they are only down 11% from their late december highs, and still showing a $1.4 trillion market cap..
It's not a company that looks like growth nor do their current results look to justify that crazy valuation. They are valued at 3x Ford, GM, Toyota, and Honda combined, despite having more modest business results than any of them.
Yes, this local move upward on beating estimates despite a bad result is normal, but the broader trend of this stock is still anything but.
They squandered their reputation to gain political clout that seems to have evaporated and are locked into EVs in a market where that's no longer subsidized and a great deal of EV interest is muted now and other manufacturers are able to push out compelling EV cars. You know that Musk is going to take your money and spend it how he sees fit including obscene bonuses to himself...
I just don't understand Tesla investors at all at this point...
Sales are down worldwide, and it's so bad that he just announced he's ending production on two of his product lines, the S and X series, abandoning his "SEXY" branding strategy. Now it will just be "EY."
The stock is only staying afloat because it's in the portfolios of so many institutional investment accounts. With each dropping earning report, the stock is going to slowly slide, and eventually those institutional investment accounts will start dropping it. Then he's finished.
Tesla will be bankrupt in two years.
I've been reading that the last 5 years. It's not a stock, it's a cult.
I've been reading that the last 5 years.
And it's finally starting to happen. They've never had a 46% reduction in profit before. They've never closed two production lines before.
This is NOT business as usual over at Tesla. I guarantee The Goblin is in a near panic right now, his Trillion dollar payday is in jeopardy.
And it’s finally starting to happen. They’ve never had a 46% reduction in profit before. They’ve never closed two production lines before.
oh no! but now they have a robot that everyone will buy 4X! Same shit, different sandwich.
Nobody is going to buy his dumb robot that won't work. Leastways, not in numbers that would make up for automobile numbers. Otherwise, Ford and Chevy would be building robots.
Are they building robots?
They are not.
Lukewarm take: all stocks are meme stocks.
I just checked and of course the stock went up.
I honestly don't know how Musks companies work.
Tesla makes cars. Cars don't sell, so profit drops. Musk uses SpaceX to buy Teslas. Tesla's profit declines, Musk says it's an AI company, then buys AI from his other AI company, which he funded from Tesla stock. Musk buys Twitter, twitter goes down in value. Musk buys Twitter from himself using xAI, for higher than its market value, then boasts stock gains?
So now Tesla is going to buy AI from himself, and build robots that were just pantomimed guys in suits... and somehow... profit???
I don't know what the fuck is going on in this world. But I would absolutely love to see Tesla's stock drop and all of this made up debt-financing fall apart like the house of cards it is. However, Musk saying "we're making robots now" seems to have nicely papered over what should be a massive stock decline. After his last one "Tesla isn't a car company, it's an AI company" now it's "Tesla isn't an AI company, it's a factory company".
It's simple in its principal, really..
- you have multiple companies
- one company (A) have some supply for some product
- on the other company (B), you create demand for that product (i.e. for its operation)
- thus, under your control, you make company A and B enter a trade agreement
- as someone who brokered that deal, you get rewarded (e.g. from brokerage fee, or commision)
- sometimes, by having a massive increase in sales, the stock for company A would increase, thus you can sell a little bit of it, which you can later buy back after the stock price goes back down
- profit
Some facts:
- even though they're your companies, you are a separate entity from them, and they are each its own entity
- the money comes from the investors as well as profit, remember that they are separate
- no, you cannot just take all the companies' money, since even though they're yours, there are corporate structures and other people at stake preventing that
So you basically come up with some excuse for moving stuff around, then you come up with some excuse to siphon off some of that good stuff.
Fuck that shit. Companies being their own legal entity was a mistake.
The reason why that was done was largely to keep debtors and investors from ripping apart a company and then transferring the debt to the ones running it. This would've been back when most large companies were trade companies wherein it made a lot of sense, since if the ship goes down you're fucked regardless time to liquidate the company and payback who you can.
The actual problem is the stock market since it creates fairy tale bullshit that allows Tesla to exist. Remove the stock market and the individual investments become a lot more risky and make bullshit stocks less likely to exist since all stock would be privately traded and their worth based off of company payout.
keep debtors and investors from ripping apart a company and then transferring the debt to the ones running it
So instead we get "vulture capitalism" as an entire ecosystem of companies, doing this but with more diffuse consequences, by spreading out the bag holders far and wide (but always among the powerless). Fits like a glove with the general "privatize profits, socialize losses" general strategy of wealth extraction we like so much.
Corporate person-hood is a stain on humanity and the world. We should never have shifted culpability and direct experience of negative consequences away from human beings, ever.
Can you explain this?
If a real person would be held resonsible...
He’s Elizabeth Holmes on a global scale. He grifts money from the governments
But wont see jail.
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