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newtboy (Member Profile)

siftbot says...

Congratulations! Your video, Ford Did What Tesla Won’t, has reached the #1 spot in the current Top 15 New Videos listing. This is a very difficult thing to accomplish but you managed to pull it off. For your contribution you have been awarded 2 Power Points.

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newtboy (Member Profile)

Tesla DESTROYS Q1 Earnings,

newtboy says...

D’oh!
Hovering in the low 700s now. So much for this surge. Oh boy indeed. Lol.

Bad news, Ford just announced they give customers a right to repair their own vehicles, unlike Tesla.

Tesla keeps its tech secret, uses proprietary tools they don’t sell, and goes the extra mile to make sure only Tesla service centers can work on a Tesla, allowing them to charge $15000 for repairs that should cost $700 (and do at the few after, aftermarket Tesla repair shops). This is because Tesla is a software company like Apple, and tries to use the same hyper control scheme that Apple does….essentially saying you just rent your Tesla, it’s not really yours to modify or repair.

Ford designed its crate motor, now available for aftermarket projects btw, the same motor in the E-mustang and soon in the e-f150, to be simple to work on with normal mechanics tools. They’ve indicated a willingness to make their systems open source so anyone can fix them. This is going to make Ford a much better choice even if their specs don’t measure up, and it seems they will.

Sorry, @bobknight33, it’s not looking great for your “all in on one stock” plan. So you understand, in order to be a good deal, Tesla stock still needs to drop by 4/5…or down to around $150 +-. That would put its PE ratio around 20….still high, but considered decent these days. 100 PE is just insane.

President Biden responses beautifully

Anom212325 says...

Lol what a dumb old man.

Ford share price - 20 Jan - 3 Jun : Down 48%
Stellantis share price - 20 Jan - 3 Jun : Down 37%
Tesla share price - 20 Jan - 3 Jun : Down 37%

Instead of talking about the failing economy he dodges the question and morons eat it up like they do with all his filled diapers.

Tesla DESTROYS Q1 Earnings,

newtboy says...

Lol.
Today’s Tesla news, Tesla stocks dump another 10%+ on news that 10% of employees will be fired.
This as Ford and Chrysler are hiring tens of thousands of union workers to build their electric fleets.
Not the best news for stockholders.

bobknight33 (Member Profile)

newtboy says...

I assume you support the anti vax trucker protests and want to see them here?

Can you explain why?

Can you explain why it’s good for white truckers to protest against health and safety policy … to demand freedom from mandates requiring them to be adults and get vaccinated to save lives, costing hundreds of millions already and intentionally shutting down multiple industries with the goal of hurting the economy as much as possible….but bad for BLM to protest against racist police policies, demanding freedom from being put in prison or murdered with impunity by police for nothing beyond fear of their skin color, protests doing WAY less damage to economies, industry, and commerce? (Portland, which the right claimed was on fire all of 2020, estimated total costs at $23 million, <1/2 what Ford alone lost from the truckers so far).
BLM protests that, in fact, were more successful at changing policy….policy that needed changing unlike the mandates that need strengthening.

So…on board with truckers, or can you avoid blatant (most likely racist) hypocrisy?

Tesla’s TOTAL DOMINATION (new data)

bobknight33 says...

Competition? Seriously what competition is there?

2 things are clear
Clearly your anti Tesla.
Clearly you truly dont know much about the EV market.

Tesla is dominating the EV space.
Tesla has 8 quarters of growth.
Growing roughly 20% per quarter and about 70% YoY
2021 seen 84% growth in car sales.
Demand is a 6 month wait.
Tesla has sold 930K vehicles in 2021.
2022 Fremont and shanghai will make 1.2Mvehicles alone.
Giga TX and Berlin coming on line soon should add 500K vehicles.

Ford / GM do not have the capitol to make EV and ICE.
Layers of management and union demands will keep from a rapid necessary to EV.
Ford / GM have each have over 100 Billion in debt
Factory closing and chip shortages causing more Ford /GM losses
Ford / GM probably go under unless bailed out.
Ford/ Gm lost sales and Tesla grew sales.

Toyota also dragging their feet.
VW is the only company seems to be moving to EV in a substantial manor.


As you say high demand / low supply is some how bad. This is good place to be. Its a supply issue . Tesla is addressing that.

Saying Tesla doesn't pay taxes. false argument. Every company pays their taxes. If you don't like the amount then that's a government tax policy issue.

FSD is still in beta form. It is not a final product. It is pretty fuckign good as is.


Elon being pro corporate anti tax is what you would expect.
Im sure Apple, Facebook, Google are all in this same camp.
Far right? I dont know about that.

newtboy said:

So, time to end the subsidies and tax breaks for Tesla then. No more government handouts for them.

They’re not going to be so dominant when actual competition is available, coming soon from every maker. (High demand, low inventory, double sticker price gas cars aren’t a fair comparison.).
They also wouldn’t be so profitable if they paid taxes.

It was not a good move to program the self driving unit to run stop signs. (Yes, they programmed it to just “rolling stop” at stop signs recently which is not just illegal it’s also dangerous.). That’s the kind of upgrade you get with Tesla, without warning. How many recalls now?

Also not a good move for Elon to admit he’s far right, pro corporate subsidy, anti tax. It alienates most of his customers.

Dealerships Are Out of Control

SFOGuy says...

Ford sent dealers a letter saying that if they tried to jack up prices on the F-150--they would face unspecified consequences (read as: no more allotments)

bobknight33 (Member Profile)

newtboy says...

ROTFLMFAHS!!! Projection is absolutely the MO of the right, and of yourself. You’re trying to blame Covid on Biden, and accept zero blame for dismantling the office created to avoid exactly pandemics like this, no blame for not quarantining and letting it in the country after knowing how deadly it was, no blame for denying it’s existence, it’s danger, it’s virulence, it’s mortality rates, or for actively opposing any and all public health measures to minimize it…but now want to blame Biden for the outbreaks among morons that listen to antivaxing right wingers rather than Biden’s public health professionals.
You know there were hundreds of Republican plots to fraudulently vote or intentionally deny valid votes in the last election, yet with no evidence you still claim there was fraud on both sides (and imply there was far more from the left but still can’t show a single example), and despite all evidence to the contrary you still claim Democrats stole the election through fraud.
That’s called projection, Bob, blaming others for disasters and crimes you are actively causing. Derp.

Liar. There’s no way in hell you are even 100IQ. You have no reasoning or problem solving skills at all, zero verbal/English skills whatsoever, and you do not think like an an engineer, never methodically going step by step without glossing over the important bits and ignoring pertinent details….but we know you’re a proud liar already, one that applauds perjury. Test again. I think the mindset you’ve fostered in yourself for decades now has lowered it significantly if it was honestly ever above 100. I retested around 4 years ago for fun, scored one point higher than in school.

I’ve known engineers that weren’t all that intelligent….just not extremely successful ones. Dad owned an international high tech insulation company with dozens of engineers on the payroll. The less competent end up being maintenance techs and cleanup crews rather than R&D techs, designers, and inventors. Somebody has to load and drive the hazardous materials truck to the disposal site, somebody has to do maintenance on machines, somebody has to check dates on inventory to be certain chemicals don’t oxidize, etc, they don’t give those jobs to the best engineers.

What lockdowns? Biden just reportedly had the best job creation year in the nation’s history. Over 500000 jobs per month since he took office (and rapidly rising wages), how many jobs were lost under Trump? Estimates range from 10,000,000-18,000,000. Holy shit, you think that’s bad for Biden?!! Mental defectives with 75 IQ can see how wrong you are….but you can’t.

The tax cuts came in 2017, growth didn’t come until 2021, jobs didn’t come until 2021. It’s utterly ridiculous to try to claim the tax handouts for the wealthy had a thing to do with the economy getting better, especially since they expired for non billionaires before the upturn. I thought you just claimed to be intelligent. 🤦‍♂️

-3.5% Bob. Trump’s last year was -3.5% GDP growth. NEGATIVE.
Overall Trump managed 2.33, 3, 2.16, -3.49 =4% / 4years = 1% GDPY under Trump, who didn’t start in a major recession but left one. Lol! What’s that IQ again, buddy? Obama GDP > Trump GDP

It’s likely, because they never had a real majority thanks to 2 DINOs, so didn’t perform great, so many Trump era disastrous policies and appointees are still in place, and there’s no chance that’s going to change this term thanks to Democrats not actually having a majority. Sadly, too many morons won’t look at why there’s so little progress and just won’t vote, ensuring things won’t change and Republican obstructionism will rule the day. The party “in charge” always loses the midterm. What makes you think I don’t see that. I do not underestimate the stupidity of the American voter.

Lol. I notice you didn’t list any failures, and actually admitted some you listed last time are nonsense (now admitting “Biden economy is doing great” VS earlier claims “failed economy”). LMFAHS!
You get one talking head on CNN agreeing with you and one pro-Republican poll and suddenly you think everyone wants Trump back. You are so silly. When the polls don’t support you, you say they’re worthless, when they do, they’re gospel.
If Garland was doing his job and prosecuting senators and representatives, Democratic numbers would jump by double digits. It’s lack of action that’s losing them support. It’s certainly why I’m dissatisfied….but to assume that means most would vote Republican because they’re dissatisfied with Democrats performance is asinine, par for the course from you.

PE of 360 Bob. Anything over 25 is overpriced, over 100 is a bubble. Duh….again, you just claimed to be intelligent, but have repeatedly proven that false already. They made under 1 million cars last year out of around 75 million. Ford sold almost as many of one model, F150’s as Tesla sold of all models, and would have sold more if they had the chips to make more. They’re doing well, but are still a little minnow in a big pond, and if they lose their battery monopoly they’re toast. They aren’t the only, or even the best choice for electric cars anymore. If you think they won’t have competition, you’ve proven a lack of intelligence once again.

Summer time when you lost over 1/4 of your value overnight must have been scary. It won’t be the last time.

Good luck. In 5 years I expect they’ll be near worthless once more stable, more energy dense batteries are developed. I’m happy making more money from a diverse portfolio that’s not insanely overvalued.

Tesla Gigafactory Austin 4K Day 500 - 12/4/21 -

bobknight33 says...

Tesla should put out about 940K vehicles this year. Last year run was 480K cars.

With Giga Texas and Berlin coming online this year (hopefully 5 K).
Next year 2022 looking to see 1.6 + Million vehicle and 2023 close to 3 Million.

The ICE age is ending.
Ford, GM, VW, Toyota will be left in foot note of history this decade.

Mordhaus (Member Profile)

bobknight33 (Member Profile)

newtboy says...

It's become a daily occurrence that people are easily cutting holes in Trump's border fencing big enough to drive a full size Ford expedition through already. That car in the crash that killed 13 people in one car had just driven through one along with another car that caught fire. Still think it was worth the tens of billions, ecological damage, and the division it caused both domestically and internationally? It seems to be easier to get through than what it replaced, just cut 4 spots and push. As a bonus, it's more expensive to repair too. What a brilliant plan it wasn't.
Thanks Trump

I Just Found the Worst Car Ever Made

Tesla China - Shanghai Gigafactory production line

bobknight33 says...

Tesla is a good buy today even at 52 week highs. There is a growth path forward in which new factories are coming on line
Giga
Shanghai
Berlin
Texas

+ Giga Nevada battery factory adding lines.

Limiting factor is battery. Battery day should lay out the path forward.


Tesla is profitable , last 4 quarters, and believe this will continue.

I am looking long term. Min 5 years to 10 years.
I am looking for production to double approx every year.

600k this year goal
1.2mil min goal next year
2.4mil + in 3 rd year.

I've posted the 2020 NC transportation outlook on the Sift. It is really worth a look.



Also any one interested should look at Kathy Wood of ARC investment. Just look for her on you tube.
This is ARC investment link
https://ark-invest.com/analyst-research/tesla-price-target/

Sandy Monroe ( you tube) tore down a 2012 and a 2020 model and was astonished at not only in improvements but absolutely astonished in the technology lead of the produce. His group does this and sell reports to all. Evey Asian and Europe atuo manufacture has bought his report. Not 1 American Auto maker has.

Ford, GM are far behind.

Every ICE maker ( ICE Internal Combustion Engine) will have to not only continue that investment and also invest in EV. Dont think they have enough Research investment dollars on hand to do both.



Musk is a visionary Just look at what he is doing besides cars.

Space X . Few step into the space race and succeed like Musk.

Boring company . Fed up with traffic jams he look for solutions. Looked at boring machines and found then to be 15 times slower than a snail. Got a team together and designed a boring machine 15 times faster.

Supplemental storage energy for peak energy demands.

Solar panels. Redesigned and lower cost of ownership.

Musk salary /bonus ties to achievement goals, not just a set amount.


This a BUY time.
This is like buying Apple when Steve Jobs came back to Apple.


Over valuation is what people see Tesla to be worth.
Market forces, Technological improvements and Government regulations will push EV market to forefront over the next decade. There is no stopping this.

StukaFox said:

Bob, and I mean this with all seriousness, SELL!! The over-valuation is so fucking crazy on TSLA right now that it makes the Dot-Com look like Berkshire Hathaway.

Firing the 16" 50 caliber guns on the Battleship New Jersey



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