Nick

Chemical Process Engineer | Tech Stocks & Rental Property Investor

[Nick @Nickstah6]

@farzyness AI development ain't slowing down. They're just adding some "embedded evaluators" to validate security protocols are being met.

If $NVDA drops on this news, it's a buying opportunity.

[Nick @Nickstah6]

@anthonyisonline @ICannot_Enough Exactly this.

[Nick @Nickstah6]

@ICannot_Enough @anthonyisonline Unfortunately, you never own up to Tesla’s awful results James. Their net income has been declining for 3+ years straight. Look at the facts bro.

[Nick @Nickstah6]

@DillonLoomis @Rebellionaire Still bullish though?

[Nick @Nickstah6]

@SawyerMerritt @Gfilche @robotaxi Why don’t they make it real time? That would be simple given their fleet telemetry…

[Nick @Nickstah6]

@wholemars @elonmusk Vaibhav sounds completely incompetent and basically just echoes every other executive.

Can Tesla get a new CFO please? 🙏

[Genma_Jp @nymbusjp]

Mike has a point here, and the trauma from the 2024 Q4 call is real.

Tesla has to find a way to gain back our trust. It is so damaging that even when what they say is not bullshit, like the verifiable Robotaxi ramp, totally in line with what Ashok was saying in July, this does not have an impact because trust is lost. I am 100% sure Robotaxi is now scaling, I am confident because I see it happening in reality. But most people don't even see that because the lack of trust is so deep that even facts cannot convince them anymore.

What would go a long way is some explanation on why they were so bullish on this 2024 Q4 call, what changed and why. Which technical problem was encountered that was unexpected and delayed Robotaxi? We can understand this, if we get an explanation. Same for Optimus, they decided to go to v3, it delayed everything, but why exactly?

[Nick @Nickstah6]

@mikepat711 @Tesla

[Mike P @mikepat711]

I’m listening to the Tesla call now, and realizing that nothing any of these guys are saying means anything to me at all. And I love these guys, genuinely. I think they just messed up by being so carelessly bullish on all of these products without actually knowing whether anything they said would come true when they said it would.

I wish I could care about what they say, but it’s just totally meaningless now because of how many times I’ve heard them say things that didn’t actually come true. You’d have to be some level of delusional to hear them say “next year, next summer, Q2 2027” and feel any genuine excitement or belief that it’ll actually come true. Love em, but it’s their fault that this is true. Nothing I can do about it unless I’m willing to be irrational and not pay attention to data and obvious patterns.

I do fully believe in this company and do think they are on a warpath that they will win. But these calls are just a total joke and waste of time really. You can’t actually take anything said in them seriously.

[Nick @Nickstah6]

@nymbusjp Well done! Time for an update? 👏

[Nick @Nickstah6]

@kylaschwaberow @thejefflutz Market needs earnings. Tesla has basically none.

[Nick @Nickstah6]

@nymbusjp Is that your prediction @nymbusjp

[Nick @Nickstah6]

@Tesla @gailalfaratx Production quality needs WAY more improvement… why no video call?

[Yoda @teslayoda]

The SpaceX earnings call was an order of magnitude better and more professional than Tesla's.

[Farzad 🇺🇸 🇮🇷 @farzyness]

SpaceX earnings production: A+

Tesla earnings production: F-

[Nick @Nickstah6]

@stevenmarkryan Includes free trials bro… lol

[Nick @Nickstah6]

@Tesla @gailalfaratx Production quality needs WAY more improvement… why no video call?

[Nick @Nickstah6]

@stevenmarkryan @farzyness Wrong… Palantir does it

[Nick @Nickstah6]

@TSLAFanMtl FSD take rate includes free trials bro…