edcarson.bsky.social
IBD News Editor by day, write about #stockmarket at night. On #IBDLive in a.m. Gen X pop culture enthusiast. Twitter: @IBD_ECarson | Threads: edcarson1971
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At least Sacks can take solace in the knowledge that Putin is still murdering Ukrainian children.
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Some of that may reflect easy comparisons. Model 3 sales in China were rather low in early 2024 -- even though the updated M3 only came out in late 2023. Maybe Tesla emphasized exports?
China's Model 3 wholesale sales, including exports, is down 8.8% vs. a year earlier.
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The SU7 has consistently outsold the Model 3 for several months, even with Xiaomi production constrained. Clearly the SU7 is grabbing a lot of sales from the Model 3, but I haven't seen anything trying to quantify that.
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Agreed. Elon Musk "led" Tesla as it produced one (failed) new EV in five years, but the culture of stagnation and placating Musk would remain.
Set aside the brand issues, I really don't know how Tesla the business avoids a tailspin.
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Musk should shift to a chief futurist/hype role "leading" (touting) FSD, Optimus while someone serious takes over EVs. Even if that went perfectly, it would take time to refresh an empty pipeline.
But Musk obv. doesn't want to cede control, even tho he finds efficiency, incremental gains boring.
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Well, I guess I'll repost this BEV-only chart. The gap is going to widen, a lot, in Q2.
Going to assume you're a bot given your posts.
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BYD leading in BEVs. Gap will widen considerably in Q2, with BYD on track to sell ~600K BEVs vs. 350K-375K for Tesla.
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BYD is the leader in EVs - and also the leader in BEVs. BYD will sell over 1 million more BEVs than Tesla this year.
Tesla has launched one new EV in five years - and it's the superflop Cybertruck.
Yes, Musk is betting all on self-driving. If it doesn't work *now* sales are going to plummet.
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Tesla is the one with a protected, subsidized market. Its margins are lousy.
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If Tesla China local sales in Q2 are going to top Q1's pace they'll need a strong June because March deliveries were relatively solid. Should get weekly EV registration figures in the next few hours.
Beating the seasonally slow Q1 in China is the lowest of low bars.
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Jibes with the slow-to-fire, slow-to-hire trend that Timiraos has cited previously: Initial claims still low (though starting to rise) while continuing claims have moved up.
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Most SV types likely would have understood that they serve at the president's pleasure, etc.
Musk running wild, disrupting agencies w/o reform -- and becoming a big negative for the administration -- wouldn't have worked with any president.
Ofc., other presidents wouldn't threaten retribution...
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When you say someone else is pedophile - multiple times in social media - it's hard to walk that back!
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Musk's strategy of spending as little as possible on FSD and doing no *real* testing while overhyping capabilities mean the blowback from accidents, esp. a fatality, would be enormous.
That's especially true given how unpopular Musk is, along with the regulatory implications of his Trump feud.
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TSLA has forged a new aggressive entry with a handle that's too low to be proper. The gap btw Tesla the business and TSLA the stock continues to widen, as investors bet on self-driving. Musk touted a limited, geofenced, teleoperated robotaxi launch for next month. 3/3
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Nvidia earnings are due late Wed., with huge implications for the AI sector and broader market. NVDA stock has forged a handle buy point. So has rival Broadcom as well as Taiwan Semiconductor, which makes chips for Nvidia, Broadcom, Apple and more. 2/