Tesla Q4 Preview and Why People May Not Want To Buy Teslas in 2025

Elon Musk: The Manchurian Candidate

Flying Pigs Have Hard Landings

Musk's Plan For 25% Delivery Growth in 2025 Faces a Growing Auto Recession

Trump Team Aims for Easier Autonomous Driving Permits, per Bloomberg

Why Tesla May Not See 2021 Valuations Again

Tesla's $218-Billion "Impunity" Premium

Tesla: The Stock, Musk, & The Election

Tesla Tidbits From Its 10-Q: Fear & Doubt

Moving to a Paid Subscription Format From November 28

Tesla Q3 2024 Results: First Beat In 2 Years

Tesla's Q3 Profits Should Miss By 14%; 2026 Likely in the Red

Tesla's Robotaxi Event Was An Epic Flop: Despite 6 months of preparations and the use of a Hollywood studio, Tesla's Robotaxi show was incredibly underwhelming. There was zero proof of any "AI edge"

[Quick Note] Tesla's Current Autonomy Mess Makes Cybercabs a Pipedream: A look at the multitude of problems & legal challenges Tesla faces due to its half-baked "self-driving" technology; Which is why today's Robotaxi event is a sham

Tesla Weekly (10/4): When It Rains, It Pours: A slew of bad news this week sent Tesla's stock down ahead of its "Robotaxi Day"

Tesla Q3 Deliveries Miss on Both Cars & Energy Sales: Despite aggressive low-interest-rate loans, Tesla's Q3 deliveries were weaker than expected and Q3 consensus earnings estimates now look overly optimistic

When Goldmans Says "Buy Tesla Calls" Before Robotaxi Day, We're Near a Peak: Tesla Weekly (9/27): The hype over Q3 deliveries & Robotaxi Day are presenting a high hurdle

[Quick Note] Tesla Up More on No News: 2025 EPS estimates are down 41% year to date while the stock is up 2% on nothing but bad news; This is weird and deserves a short comment.

Tesla Weekly (9/20): Lower Interest Rates Won't Help: The Fed's 0.5% cut in interest rates can't help Tesla's stale model line-up, but it did help the stock price

Tesla Weekly (9/13): "Much Ado About Nothing" Rally : Excitement about China may have moved Tesla shares. But, what about the low-interest rate loans in China & the US? Q3 could be hit by these "stealth price cuts".

Tesla Weekly (9/6): Troubles in Europe: Tesla's August sales in Europe plunged by 44% YoY raising questions about whether Tesla really needs its $4.2 billion factory in Germany

The Tesla Files Unveil More Accounting Fraud Than Imagined: The recent filing in the "Greenspan v. Musk et al" lawsuit reads like a great crime novel. But it's all likely real based on Tesla's internal data

[SCOOP] Tesla's Inventory Data Is Bunk: After this report, it's even harder to trust Tesla's financials

Tesla Weekly (#3): The Cult Melts Down Over FSD: The path to "unsupervised" FSD likely means that the current hardware is obsolete.

Tesla's Dodgy Financial Reporting (Part 1): What They Don't Want You To See: Part 1 of a new series. Started with the low-hanging fruit. More to come next week.