Automoto

Automotive

[Automoto @Automoto415792]

Tesla sales will not recover beyong 1.5M annually. There will not be an approved FSD on the roads, So called cybercab will not be ready before 2027 and robotaxi will not scale at all. Optimus part is far in distant future. As soon as 1T$ incentive package will be handed over to Musk ( practically 26B$) all these points will be recognized by the market. $tsla

[Electric Nick @electric_nick_]

Today (again), no new vehicles were added to the registered AV fleets in Texas.

[Adam & EVs @Adam_and_EVs]

George's optimism and positive reflections do not adequately reflect my negative views on this abomination.

[Automoto @Automoto415792]

let’s hear the Tesla China sales- retail! $tsla

[Whole Mars Catalog @wholemars]

Chinese EV sales fell 38% in April to 443,000 vehicles, the fourth straight monthly decline.

[Automoto @Automoto415792]

which stock will grow faster in coming months?
Tesla
SpaceX
p.s question is for Tesla/Musk fans $tsla

[Automoto @Automoto415792]

@Tslachan this is the ladt month of such Tesla delivery number. Government incentive is gone and Tesla sales will fall like a brick in 2nd half of 2026. $tsla

[Automoto @Automoto415792]

@BestTrader01 i assume you ll be jumping in to SpaceX stock soon instead of beating this deadhorse

[Automoto @Automoto415792]

imagine chatting about vehicles sales, a few robotaxis in small district while SpaceX goes to the moon. Must be very very frustrating to be a $tsla stock holder and Musk fan nowadays..

[Automoto @Automoto415792]

@Treborn822 2% marketshare

[Automoto @Automoto415792]

Tesla Europe sales are not as rosy as $tsla fans promote.
Both France and Germany has introduced very generous tax incentives for EVs. Tesla sales picked up quite alot in those countries and yet less than the total market growth. Tesla market share remains at 2%

[Automoto @Automoto415792]

SpaceX IPO will take all the stram out of $tsla. There is soon a much more attractive financial vehicle in town. watch it..

[ALGO DADDY @BestTrader01]

$TSLA - NEXT WEEK @elonmusk Will Become - THE FIRST TRILLIONAIRE!

His Net worth 10X from $100 Billion to $1 Trillion in the Last 5 YEARS!

TESLA Retail - You GOT $5 Gains!

Let that Sink In!

- What Happened to NEW Tesla Models?!
- Where is Optimus?
- 20 Million Tesla's SOLD by 2025!
- Tesla Stock to $1000?

I Hear Silence! All the FAKE Bulls are no where to be Found!

[Automoto @Automoto415792]

so you put all your money in $tsla for 5 years to go to the moon and nothing happens instead Musk’s other company goes to the moon with an IPO.

[Mac10 @SuburbanDrone]

Three scenarios:

1) Market holds up until the 12th and IPO implodes market

2) Market implodes now ahead of the IPO and IPO gets canceled

3) Market implodes now, recovers next week and IPO final explodes market

I'm leaning towards number 3: I would love to see SpaceX explode on the launch pad. Although I've seen that many times before.

Mag7s are getting sold to fund this IPO, because they are the biggest source of liquidity.

[Automoto @Automoto415792]

@JamesSurowiecki and pension funds will hold the bag due to changed regulations.

[Roger @rdd147]

$JPM going to exclusively allow its ultra high network clients buy the SpaceX shares at IPO price as a thank you. The clients will stand to make billions as they dump on retail buyers when stock begins trading.

So much for $TSLA shareholders getting IPO shares.

[Shanaka Anslem Perera ⚡ @shanaka86]

Three customers. 64% of the money Nvidia is owed.

The investor who shorted the 2008 housing crash just bought puts on 1 million Nvidia shares, and that one number is the reason.

It is not the size that matters. It is the slope. Those three were 33% of Nvidia's receivables in 2020. They were 56% last quarter. They are 64% now. The dependence has nearly doubled in six years, and 8 of those points landed in a single quarter.

Here is the part the headlines skip. The money Nvidia is owed is now more concentrated than the money it earns. For the first time in 13 quarters, its single biggest customer claimed a larger share of receivables while taking a smaller share of sales. Burry's read: that buyer is paying slower than it is buying, or orders got pulled forward. His phrase for it, a finger on the trigger.

His thesis: today's AI spend is a benchmarking race, not durable demand. Empty planes flown for the leaderboard. Nvidia has fallen 43% to 67% in past cycles, and he thinks the next one is worse.

And the same three giants are building their own chips, Google's TPU, Amazon's Trainium, Microsoft's Maia, to need Nvidia less every year.

Now the bull case, and it is real. Nvidia discloses all of this by law, still collects its cash on time, and is rated 39 buys to 1 sell. The cloud giants have lined up $660 to $700 billion of AI spending this year alone.

So this is concentration, not a crime. One of those three delaying, renegotiating, or shifting to its own silicon would hit the most important cash flow in the market harder than anything else. A real fragility. Not proof the demand is fake.

The test is the next filing, in August. If the three slip back under 60% and the cash keeps flowing, Burry is early. If their share climbs or payments slow, the finger tightens.

The number is real, and Nvidia disclosed it. Whether it is a warning or just arithmetic is what the next two quarters decide.

[Automoto @Automoto415792]

Amazing, SpaceX IPO went from financial speculation to outright wealth transfer. Financial theft all designed by Musk. $tsla

[Automoto @Automoto415792]

@TheMaverickWS @Bogachan_1971 all for humanity.. and for the white race

[The Maverick of Wall Street @TheMaverickWS]

The irony behind the SpaceX IPO is millions of mom and pop investors will blow up their life savings to make the richest man in the world a trillionaire.

Sometimes you can't help but to admire the evil genius behind these wicked oligarchs

[Tesla Yoda @teslayoda]

Slowly at first, then all 39 at once.

[Automoto @Automoto415792]

Tesla China sales are about to come out. Last year it was 38K. Let’s see. $tsla

[Automoto @Automoto415792]

@coberfranc you are joking right? since 2024 whole top leadership team of Tesla have left. like literally all of them.

[Automoto @Automoto415792]

Poor $tsla, suddenly becoming a problematic foster child of Elon Musk, there goes the dreams of many Tesla retail shareholders. SpaceX will be the new precious capital of Musk