I believe Musk’s actions are harming Tesla’s stock price

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wmheel1287 said:
You don't need to take my word for it. The evidence is in plain sight. You can believe the self evident fact that Twitter value, use, and prominence has cratered or you can believe a valuation published by Musk himself and Musk alone.
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Exactly, I'm sure Musk’s evaluation wouldn't be biased in anyway.

But that's hard to see while sitting on a fence.
 
It's very interesting that these "attacks" are revealing that the overpriced, ugly, piece of junk cyber trucks are held together with glue. I'm surprised there isn't also some duct tape being used.
 
1moretimeagain said:
Tesla protestors would have been better off laying low. Sales were already in the tank due to Elon backlash. He gets plenty of coverage, the protesters weren’t needed to draw attention to the subject, but they are effective in generating backlash to the backlash.
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I agree. For those who are excited about the possible failure of a large and incredibly successful American car company, that is a world leader in EVs, these activities could have a "rally the troops" effect and help Tesla.
 
Icky Mettle said:
Even if it were true that X/Twitter is now valued at the price that Musk bought it for 2.5 years ago, that doesn’t seem so good either.
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Correct. 2.5 years ago, the S&P was trading 3711, today it's at 5670 (down from recent highs of 6166), a 52% increase. Any S&P company whose stock price is the same today as it was 2.5 years ago is certainly in the bottom 10% in terms of performance. And the plain fact is that Twitter is manifestly not worth anything close to what Musk paid for it. Who would even buy it now? I'm sure somebody would, but it would be at a fire sale price level...
 
ZenMode said:
I agree. For those who are excited about the possible failure of a large and incredibly successful American car company, that is a world leader in EVs, these activities could have a "rally the troops" effect and help Tesla.
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Ever considere that many of us do not want the company to fail or to see people lose their jobs. (NOTE:it is clear from their actions who likes to see people fired)

Maybe we just want an unelected self seeking moron and his crew of misfits out of our government?

Maybe that's the truth. What say the fence?
 
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UNCatTech said:
Ever considere that most of us do not want the company to fail or to see all their employees lose their jobs. (NOTE:it is clear from their actions who likes to see people fired)

Maybe we just want an unelected self seeking moron and his crew of misfits out of our government?

Maybe that's the truth. What say the fence?
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Actually many people like myself want Tesla to fail and all the employees to lose their jobs. Tesla is run by a Nazi sympathizer. Let me repeat that. Tesla is run by a Nazi sympathizer.

Now if you told me that someone else that’s not a Nazi sympathizer would take over then my view would change but as it stands right now I certainly hope it fails miserably.
 
Delta74 said:
Actually many people like myself want Tesla to fail and all the employees to lose their jobs. Tesla is run by a Nazi sympathizer. Let me repeat that. Tesla is run by a Nazi sympathizer.

Now if you told me that someone else that’s not a Nazi sympathizer would take over then my view would change but as it stands right now I certainly hope it fails miserably.
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Ok.

I would prefer the second option of new leadership. I really don't want the company to go under, just divest in Musk.

Now if Musk doesn't go away and Tesla goes under he in the sole reason for their demise. I'm ok with that. It's their choice.

Honestly, I wouldn't shed a tear if trump and Musk ceased to exist.
 
So if Tesla fails, the employees would not lose their jobs. The company has productive assets and going-concern value, so it would go into Chapter 11. Here's what would happen there:

1. Equity probably gets diluted. It's possible that a mere restructuring of the debt would be acceptable, but let's assume it's a hard fail. Creditors get equity; existing equity gets a haircut or even wiped.
2. Committee of creditors insists that Musk end all association with the company. Note that he has been pushing for dual class stock -- i.e. the stock for the plebs that will be traded, and then a separate class with 10x voting rights held by Elon. In the event of a bankruptcy organization, it would be super simple to target Elon -- just cancel the 10x shares.
3. There will be a 363 sale in which Tesla is purchased out of bankruptcy by a larger company. Toyota, maybe. Porsche/VW. Maybe GM. Whatever, doesn't matter. Could be a financial buyer, but I doubt it.
4. Tesla is rebranded. Either its cars will be folded into the existing lines at a place like Toyota, or it will be operated stand alone under a new name. Edison, maybe. Die Elon, Die (German for "The Elon, The"). Whatever.
5. All the while, Tesla is making cars and its employees have jobs. After the acquisition, there might be restructurings, but in general the business will stay pretty much intact.

If you're hoping for Elon to get wiped out, this is how it would go down and it would probably not cost anyone their jobs. Except Elon.

Carry on.
 
BillOfRights said:

Tesla shares have fallen more than 40% since January — erasing all of the “Trump bump” that briefly saw the stock gain more than 90% after Election Day. Musk, whose wealth is overwhelmingly linked to his Tesla holdings, has personally lost $121 billion from his net worth over the past three months.

There are two main reasons:

Tesla sales are cratering around the world, and…
Its CEO isn’t doing anything to stop it.

In China, in particular, Tesla is struggling to compete against domestic carmakers. Last month Tesla shipments in the country fell 49% year-over-year. Europe sales are also slumping, particularly in Germany, where consumers have been outraged over Musk’s support of a far-right nationalist party with links to Nazis. Sales tumbled 76% in Germany last month from a year earlier.
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anecdotal data: went by the Charlotte site a couple of days ago and the the empty shopping lots across on 74 had rows after rows of new cars sitting I would guess at least 80 or more cars. Must not be selling well in this area.
 
Tesla has a number of issues that are independent of Musk's involvement with the Trump administration.

  • It is questionable if there are any new vehicle products in the pipeline. Two years ago there were supposed to be 3 models in the pipeline: 1. A $25k Model 2; 2. An EV Van/Bus and 3. The Robotaxi. The initial word was for the Model 2 to be a 2024 product. That's now a "first half" 2025 release but we're just about to the end of Q1 and very little information (and no pre-order list) on this vehicle. It is also going to be built in Germany but no word that the factory was being retooled to make those cars. In fact, the German factory was just retooled to make the Model Y refresh.
  • The Roadster 2.0 is a $250k vehicle that took deposits of $50k+ in 2017 and not a single one has been produced yet.
  • The Cybertruck is a failure. Sales have cratered and about 46k have been sold. We know this, because virtually all of them have now been recalled (46,096). '25Q1 is likely to be less than 8k Cybertruck units sold v 10-13k in '24Q4. Not really the trend line you want to see for a relatively new product. That is with getting it qualified for EV rebates and multiple sales incentives. It is a niche vehicle that has a limited market given its unusual appearance/design and high price tag.
  • Elon has been hyping Level 5 autonomous driving since at least 2016 (when I bought my Tesla). The autonomous robotaxi is nowhere near ready, and the showcase put on by Musk had robotaxis operated by remote operators, not by an autonomous system.
  • Tesla robots, or anyone else's robots, are decades from commercial viability let alone broad acceptance. I would put more money on the Tesla robot going the way of Tesla solar shingles (not commercially viable) than becoming a viable product in the next decade.
  • Because of falling vehicle sales, Tesla's ability to shore up the bottom line with carbon credit sales to other manufacturers may be limited. In 2024, Tesla's profits were 7.1b with 2.79b coming from carbon credits (~40%).
  • Musk almost certainly has ADD, he simply cannot stay focused on a single business. That is somewhat manageable when it was Tesla, SpaceX and a few minor side projects like The Boring Company. It is not manageable with Musk spending all of his time in Trump's orbit.
 
When I Hear/read that someone believes what musk says in one of his propaganda rallies or valuation statements, I can’t help but think …

“I’ve got some, oceanfront property in …
arizona GIF

That said, I don’t think the resident fascistwashers believe it, they just get hard ons from obfuscation and lies.
 
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