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Tesla Q1 Will Be Bad (Patreon)

Published:
2025-03-06 19:22:24
Imported:
2026-06
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Content

Unless megapacks and FSD uptake surprises.

Rem MSM and TradFi do not get this.

Taking the best car on Earth - making it way better - and then reconfiguring all global factories simultaneously - there will be delay in ramp back to full speed.

My plan is to continue to take adv of this Fud Storm and rotate out of my heavy MSTR position on MSTR spikes.

Demand is NOT DOWN.... SUPPLY IS DOWN. Eg UK - Tesla’s UK sales were up by over 20.7% in February, reaching nearly 4,000 vehicles, according to the The Society of Motor Manufacturers and Traders (SMMT).

PS TSLA is at the same level today it was in Dec 2020!

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Comments

Ryan

Maybe James’ support need to check their view on free speech in this group - I’ve just had a warning about a comment

Walter

Come on. I know you like Tesla cars but they are not nearly the best cars in the world. There are better ones (I drive one of the better ones). FSD although what is reported I would never trust my life with it. It still makes silly mistakes at complex traffic junctions which, elsewhere in the world there are plenty of, which is probably why it’s only prevalent in the US. Where I live it’s not even approved to be activated even if you buy the option. Elon isn’t helping the case by going full dark MAGA, which in the rest of the world is absolutely insane. He lost it if you ask me. It’s a fine line between genius and insanity and he fell off the wrong side.