You are forgetting that Heltok had a college homework assignment on automation

1 year ago: You are not trading TSLA so don't comment. The company is toast, terminal value of TSLA = 0.
Now: TSLA is ****ing up everything, stock is doomed, obvious short.

Meanwhile, stock not too far off all time highs and the bears are still talking.

And TS still not short

Should we set up some side action? Make this a little more personal?

What odds are the bulls/Musk fans willing to offer me that he'll hit his frequently projected 5000/week run rate of Model 3 production by the end of 2017?

Literally 0%, so you take the other side? Willing to bet my entire net worth that TSLA will not produce that at the end of this year.

The most amazing part is how two people can be so wrong so often while being in direct contradiction.

Today's upgrade is the stuff of penny stock scams. Is your investment banking cash cow not delivering? Flagship product far behind projections? CEO committing stock fraud? Just push your projections out to 2040 and raise your price target 25% for no reason whatsoever. You can't make this stuff up.
This is very reminiscent of peak Enron.

So TSLA is going to zero like Enron? Exciting stuff! You must have shorted TSLA bigly, right?

No. He'd have had to sell his computer to cover the losses. Tho I suppose he could be posting from the library.

FYP

This guy gets it:

Smart fellow. I agree with him. That was the right assessment at the time. Model 3 is very well designed too in terms of looks and features package - the dashboard sucks balls, but it may be a sensible tradeoff to bring down cost and complexity. Musk is a talented businessman too, especially at PR.

We now have four years of further data since that post. Musk has fallen WAY behind his schedule and is ****ed. The big kids are going to eat his lunch. He's proven that he can't deliver in the needed time frame to make his long shot work out. He's proven that he can't make intelligent decisions at the level needed. He's proven incompetent leadership - the Model X debacle, the "autonomous" driving debacle, stock fraud, now messing up the Model 3. He'll get increasingly frantic and deranged as his big narcissistic bet starts falling apart. It's going to be fun to watch and trade.

So you're short now? TSLA's going to zero? What kind of time frame are we looking at?

And this is where the biggest disagreement lies. I think the majors are looking at the delay in Model 3 production and say: "Well, see, we have plenty of time to catch up." When in reality they should be catching up. I have zero doubt that the majors will be years behind when Musk gets to his large scale output.

What area are they behind in?

Just how do you think international car manufacturing works??

You really think that the big name car companies, who work in development cycles that take years and sometimes a decade from concept to production, have gotten the news that the Model 3 is coming a few months later than expected, and are therefore making a conscious decision to get complacent? So you think the project managers for EV development at Nissan and GM and Toyota all called meetings telling their staff to take it easy for a while because apparently the Model 3 won't be out for a few months more that we thought? Do you think it's analogous to the 400m in the Olympics, where when the guy in front is tying up down the homestretch, the runners in second and third make the decision to slow down a lot since, "Hey, look, the guy beating us is going to finish a second slower than we thought"?

All of them?

Elaborate?

Management will make the delays, so the equivalent would be the coach making that decision.
It's insane to believe that large car manufacturers are focusing on EV at the moment. They will do even less so when the competition hinders itself. They are certainly not going to move faster now and try to be first. Their cash cow is not EV and why slaughter it?

Even if everything goes perfect for Tesla it will get crushed. What is its moat?

Bump

How will Tesla get crushed?

I've stated multiple times I don't short. I play short term options both up and down when the play is clear and the odds of loss are low. Which hasn't been the case since Trump; his anti regulation and pro business policies have killed volatility, so I trade little right now.

But TSLA is going to zero? How soon?

He's already told us he would never bet against Musk.

TS,

Didn't you think batch production was a necessary step into automobile production? I find the irony of you knowing so little about business, then lambasting other people about their knowledge quite humorous. (See you comments about production and then about variance. Please take a Biz 101 class.)

Spurious,

Lets see:
1) Not having a **** corp saddled with a ton of debt.
2) Making cars.
3) Automation.
4) Distribution.
5) Industry standard accounting practices.
6) A non-fraudulent CEO.

That is just off the top. #6 is a pro at this point. Big con if they approach profitability or start killing people from outright dishonesty.