I don’t own a TSLA car, so no idea of 1) and 2). I sense some 3)… CEO is overly concern about stock price and market cap… ofc, he should because that’s what motivate his employees but don’t be “overly”.
Opinion of a twitter.
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You want people who became successful to remain humble like a beggar? Then what’s the point? People want to be successful so they can show off and say “I told you so”. It’s human nature. Arrogance does come with a cost but it’s a necessary evil.
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You’re right. However, the concern is “overly” 
Overly successful people can be overly arrogant because they earned more bragging rights.
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Well then better invest into the stock when people are still doubtful. When it turns out to be a sure thing, it’ll be too late.
1 and 2 is fine with TSLA, but it is at least $10k higher than other cars.
Since GM is struggling to meet demand, TSLA gets orders. They are able to supply with lower lead time of GM.
However, with rate hike ( and market down) people stay away from expenses !
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Could be a blessing. Too high demand stress current system and less time to improve. Reduced demand would give EM time to restructure the organization and complete housekeeping tasks that would improve productivity and service level for future larger demand.
No reduction in demand. Tesla will need to do all those things you said while maintaining hectic maximum production output.
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Wall street Market ignores all these pep talks and show real face next 5 years, wait and see time will tell everything !
As an outsider of TSLA, I can be wrong, but if insiders are wrong, they need to go through the pain !
Insiders must understand this !!
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Tesla seems to be a magical company. Growing revenue by 10x in 5 years but OpEx still pretty much the same as in 2017.
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So why didn’t they cook the book some more and report twice the revenue than they really had last quarter and push that stock price to the moon?
Zoomed in and with the OpEx ratio at the bottom.
Two-faced hypocrite Biden is certainly very nasty to be messing around with.
Here’s how US electric vehicle sales by maker and EV model through Q3 2022 compare
https://electrek.co/2022/10/18/us-electric-vehicle-sales-by-maker-and-ev-model-through-q3-2022/
Lots of room to grow for everybody:
The US has now crossed 6% in total EV market share, working toward its goal of a 50% share by 2030.
But other car manufacturers are finally waking up:
EV pioneer Tesla remains the market leader, with 64% of the share, down from 66% in Q2 and 75% in Q1. The declining share was inevitable as legacy automakers look to catch Tesla’s success, racing to fill the growing demand for electric vehicles.
75% → 64% in three quarters. That’s quite a steep drop. We may see Tesla’s share of EV market dips down below 50% end of 2023?
American and Korean firms are catching up. Toyota’s hydrogen obsession may prove to be fatal. Its latest EV literally has its wheels fall off.
Ford, GM, and Hyundai brands are leading in this respect as they scale production of popular EV models such as the Mustang Mach-E, Chevy Bolt EV, and Hyundai IONIQ 5.
Rivian reiterated their 25k deliveries goal for this year. So in Q4 Rivian should deliver 14K vehicles at least. That’s about what the volume of Model S + Model X is in Q3.
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On the other hand, VW has shot itself in the foot. Again.
It’s going to be a while before folks will trust them. Can’t believe they did not push out OTA updates for a year.
German software sucks. I think American car firms have big advantage here. Obviously Tesla still way ahead but other American firms like Rivian are catching up. GM’s Cruise is actually very good at autonomous driving. But its hardware heavy setup may hinder more boarder rollout.
Very interesting space.
Whether Rivian can succeed is an open question. Even if it did, how would that benefit you? Did you invest heavy into it? If you own Amzn the indirect benefit you get from Rivian’s success could be very limited. Better invest into the company directly.