Zac and Jesse are father and son? That's refreshing to hear, I'm ashamed to say I thought something different from the few of their videos I'd watched.

Does anyone in this thread actually own a Tesla?

bro have you driven one?

eu-evs strong lately.

You really need to step back and look at the big picture and not freak out about daily numbers if you are going to try to trade this thing.

Its picking up at the exact same point it did last quarter due to ships arriving.

The big picture is that the best case scenario for Europe this quarter looks to be flat from Q2 + 5-6k in UK. That won't be enough to offset declines in US, China, and Canada. And more likely Europe ex-UK will be down 1-3k.

Also the SR+ are now arriving so ASPs will be way down.

What the hell? You claimed last month was strong too and it ended up being their worst ever. This is for two of the biggest EV markets in Europe (Norway + Holland) and Spain:



What on earth are you seeing that's "strong"? That's a rhetorical question; there's nothing here that's strong.

eu evs shows that sales are just under last quarter, which I guess is strong in baggie eyes. Its shaping up to be another 350-500mm loss though

Here is the Europe wide registration data: https://twitter.com/fly4dat/status/1...808249859?s=20

M3s 20% lower than April overall. Netherlands, France, and Spain up over 20%. Norway, Switzerland, and Finland down over 40%.

Things are picking up now that the ships have arrived but the bottom line is they just aren't shipping enough to have a huge surprise quarter.

eu-evs is at 90% of Q2. That's the 2nd best quarter on there. Relatively strong.

2nd best? Wtf are you talking about?

There are no other quarters to compare to. M3 wasn’t available until mid-Q1.

Second best is worst full quarter

Leno has an encyclopedic knowledge of motor vehicles and a ton of credibility -- in stark contrast to you.

EVs in general are more reliable than ICE vehicles (should be obvious why) and require less maintenance.

The dude has zero clue on day-to-day reliability. For all we know he's also paid. In your naive weird little world, Musk was telling the truth the about Funding Secured and superchargers going off the grid, and celebrity product endorsements don't earn them money.

On car reliability, I'll take Consumer Reports and Whatcar (which I quoted) over some (probably paid) celebrity endorsement. Particularly on reliability. What the **** does Leno know about day-to-day use? How could he even weigh in on reliability if he was honest? The dude has 300 cars, how much would the Tesla get driven? What possible data could he get out one car? Reliability rates need to be very high for a car maker to have a viable product. If 80% of cars are flawless you're done for in the car business, as Tesla found in Norway where sales plunged over service and reliability issues, or as is happening in Germany right where a fleet owner's struggles with Tesla's extremely poor reliability and service caused him to leave Tesla (and mainstream German news are reporting)

EVs in general are more reliable. Teslas are far less reliable that ICE vehicles despite having far fewer moving parts. That should tell you the level of utter incompetence and shortcuts that Tesla take in building their cars.

These are facts. Why you'd choose to sophist again facts is beyond me. Why so dishonestly shill for a guy who calls complete strangers pedophiles with no evidence? Who commits major stock fraud and says "funding is secured", before the stock drop 50% on these lies, hurting the very people who trust him? Who lies about dozens of things for his own selfish profit? Who has his investors bail out his and his cousins' failing business? Who lies to steal taxpayer money?

Oh and as for this bit, how much of a naive shilling doucheclown can you be?
The dude is for hire for product endorsement for as little as $100K:



But he has "credibility" according to despacito. Yes, he does have credibility to incredibly naive people like despacito, which is why he can charge 100K to $1 million you give him to endorse your product.

LOL @ you bro. Any sane, non Musk cult inductee would look at what reliable third parties say - Consumer Reports and WhatCar - who both rate Tesla as the lowest ranking of reliability, far below most ICE cars.

Compared to you, yes, infinitely more credibility.

You are tending towards zero.

Hey man, all I said was eu-evs looks strong. I don't see what's controversial about that. It's at 90% of Q2 numbers when it was at 60%. In 2 of the 3 countries it's significantly higher than Q2.

I keep hearing no way they hit guidance, but these 3 countries at least suggest it's possible. Hard for the demand death narrative to gain steam if these 3 countries are indicative, price cuts or not. We've already seen that there are a lot of people out there who don't get that price cuts indicate low demand.

Before ya'll change my argument to something I didn't say - I'm not saying demand in general is strong, I'm saying the eu-evs data looks strong.

Are you really arguing Jay Leno doesn't know about cars? Thin.

https://www.autoblog.com/2018/08/28/...eration-video/

Looks like the Tesla he has is the 2008 Roadster, if so, he's had about a decade of experience on the maintenance front.

New Roadster is featured in that video too, looks epic. 250 mph/400kmh top speed, 0-60mph in 1.9 seconds, fastest production car ever (planned). If you assume similar sales to original roadster (2,450 over 4 years) that would be $30M revenue per year (base model is $200K). I'd assume they'll sell significantly more because Tesla's brand is much more established now and the 2020 looks to be a vastly superior car.

What part of day to day reliability do you not understand?

There's no 2020 roadster

No, I'm telling (not arguing) that:

1. Like many celebrities, Jay Leno is for sale for product endorsements (I posted his talent management advertisement)
2. It's extremely unlikely that a high end celebrity with 300 cars has any clue about the day-to-day reliability of Tesla
3. Reliable organizations such as Consumer Reports with large datasets (as opposed to 1 car) put Tesla near the bottom of reliability of all cars including ICE.

LOL at the absurdity of multiple posts saying but "but Leno says Tesla have good reliability!"
What does a $250,000 custom built car have to do with a $50K car panic-made by a hand line in a tent whose line employees say:



Right, so you're saying Roadster will have no material impact on the stock. Cool story bro. You're the most incompetent shill (paid or unpaid) I've ever come across.

It looks like the SolarCity lawsuit is something Musk is terrified of, and with good reason since he fraudulently bailed out himself and his cousins using investor money, while telling pure lies about the state of the business.

Let me give you a timeline.

October 2016: SolarCity is falling apart and approaching bankruptcy. Musk wants to bail out himself and his cousins. He launches a new vaporware product to great fanfare: solar roofs, and launches them in a fake presentation at a literal Potemkin village, complete with fake renderings from a software package. He says they're coming soon.

Soon after, the SolarCity acquisition is approved by shareholders, partly because of Musk's pure fraud.

Fast forward 2 years. Musk (the liar and fraud) lies on a conference call, with him claiming "we now have several hundred home with the solar roof on them" (audio below). This seems to be a shameless lie. Tesla is later forced to "clarify" that it's only 15 - showing yet another stock fraud from Musk. CNBC summary with events:



May 2019: MIT's Technology Review details how the solar shingles are a complete flop, and that the taxpayer money in Buffalo for the factory to build them is being used by Panasonic for exportable solar cells, not solar tiles.

July 29, 2019: Discovery commences in the SolarCity acquisition fraud lawsuit. After not mentioning the Solar Roofs for a long time, Musk (the liar and fraud) suddenly panic tweets:





The following days have quite a few mentions of solar roofs.

Today:
After practically shutting down SolarCity and firing many of the staff after the acquisition (news article: Tesla solar installations continue to plummet amid SolarCity’s slow collapse), Musk today announces via Twitter that "Tesla solar just relaunched" and he is taking $100 preorders ($100!!) in the most hastily assembled clown website I've seen. No glossy fake renderings here.




Here's the website: https://www.tesla.com/energy/design

I think this lawsuit is one of the few that has legs, and potentially billions in liability given the stock price drop. Musk seems panicked about it given the timing and trying to cover his tracks/make SCTY seems like a viable business. The case has clear fraud, clear self dealing (the board rejected the acquisition over and over and Musk kept pressing them to do it) and clear results after the acquisition - the effective shutdown of SolarCity and Tesla taking on its debts and losses for no obvious synergy or gain.

You’re completely missing the big picture. And on top of that you don’t get why “2nd best” is meaningless when there is only one other quarter to compare to. Which it’s lagging.

North America is what matters. There is only so much upside in Europe since only so many cars are shipped plus the numbers are so much smaller. A 20%+ QoQ increase is what, 3,500 cars? Ho hum. US down much more.

Let's step back a second. JKC is claiming 1400 cars sold in 6 weeks in the two of the largest markets in Europe is "strong", for a company where baseline guidance is 100K this quarter. I'm laughing. They're tracking below the quarter where they lost $400 million (-7% profit margin), a number which also below their guidance. And their ASPs are down since then on top of that.

I'd hate to see what "weak" looks like if that's "strong".

You changed what I said despite my efforts. There's no point in this debate, it's obvious they will lose money, no one is even questioning that.

eu-evs is strong, and it could help them raise. Yes, I get that there aren't a ton of cars in general sold there, but your "U.S. is weak" estimates also are a small sample size extrapolated out, and there is conflicting evidence there.

I was just hoping it would drop off, and it's not. eu-evs is relatively strong.

You said the same last month and they had the worst month ever. This month is worse than last month! Having the worst month ever is not "relatively strong". 1400 in 6 weeks is abysmal demand.

There's just nothing you're saying that's correct. 10,000 to 20,000 electric cars are sold per month in these countries depending on the month and Tesla is currently capturing ~10% of electric car sales this quarter, which are themselves a fraction of all sales.

They're tracking worse than the 1st quarter where they delivered 63K cars!! With cheap Model 3 added to the mix and massive S/X price cuts, August 2019 3+S+X is barely ahead of August 2018 S+X alone!!!

Model 3 - introduced mere months ago to much hype - is being outsold this month by the Nissan Leaf and the Volkswagen Golf. The iPace is outselling S+X combined.

There's nothing "strong" here in any way whatsoever.