Elon Musk now owns 9.2% of twitter...update.. will soon be the sole owner as Board of Directors accepts his purchase offer

Page 496 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.
Dec 10, 2005
27,473
11,794
136
That was from March. Looks like the site is recycling news to generate click. No Elmo doesn't need to sit in on a classified briefing about China.
The incident is, but there have been recent firings from DOD because of that potential briefing being leaked.
 

manly

Lifer
Jan 25, 2000
12,869
3,644
136
Do I understand the timeline correctly that he shot down a $25k Tesla and then they still voted to give him $50 billion?
The sad part is that it was a bunch of institutional investors that helped ratify the obscene comp package. They made a calculation that TSLA was worth more with the Elon RDF than without, even though there was already plenty of evidence a year ago that he was MIA as CEO of Tesla. Granted they couldn't necessarily have foreseen he'd go full Nazi, but he was already asleep at the wheel.

To some degree, the calculus is true. TSLA is a hype stock, and Musk has convinced people that its value is as an AI/robotics play. IF he's no longer the head of the snake, Tesla is merely a BEV manufacturer with unimpressive margins and shaky outlook in a highly competitive global competition. And just because you replace him as CEO doesn't mean all the brand destruction he's wreaked will be undone.
 
Reactions: hal2kilo
Dec 10, 2005
27,473
11,794
136

esquared

Forum Director & Omnipotent Overlord
Forum Director
Oct 8, 2000
24,607
5,750
146

Musk and his lawyerly crew threatened a safety team with deportation when the team brought up a potential safety issue in 2014. Color me shocked that they have always been this evil.
We need to keep bringing this up to anyone who will listen.
Podcasts, MSM, blusky, etc. Hell even on Twitter but that will probably get the poster banned.
Anything that ruffles elmo's panties is a good thing.
 

cytg111

Lifer
Mar 17, 2008
25,220
14,711
136
Why the fuck is it not tanking like a motherfucker?

Is it shorts buying up?
 
Last edited:

Roger Wilco

Diamond Member
Mar 20, 2017
4,514
6,784
136
I guess this is why the stock is pumping after hours?


This seems like the most bearish news possible for the stock though…
 

manly

Lifer
Jan 25, 2000
12,869
3,644
136
Guidance and what is Musk doing and when on DOGE. Earnings call will be major. Also a lot of this is already baked in to the price.
Previously they forecast sales growth in 2025, which they just revoked.
The P/E ratio is still north of 100, how is any of this already baked into the cake? The ratio is actually going to increase once this disastrous quarter gets into the P/E calculation (quarterly net profit dropped 70% YoY).

I have no idea* where TSLA trades at in a year, but many people in this thread firmly believe it's still wildly overpriced. But sure, let's hear what Elon has to say on the CON call.

* I think JPMorgan Chase's forecast is a lot better than the Street consensus (still over $300).
 

K1052

Elite Member
Aug 21, 2003
51,183
43,309
136
Grade A horse shit from Musk on that call lol. Millions of robots and Robotaxi's eh? Talking shit about Waymo who has a functional product?

Sure. FSD right around the corner. Just like he's been saying for years.
 
Reactions: hal2kilo
Jan 25, 2011
16,954
9,368
146
Previously they forecast sales growth in 2025, which they just revoked.
The P/E ratio is still north of 100, how is any of this already baked into the cake? The ratio is actually going to increase once this disastrous quarter gets into the P/E calculation (quarterly net profit dropped 70% YoY).

I have no idea* where TSLA trades at in a year, but many people in this thread firmly believe it's still wildly overpriced. But sure, let's hear what Elon has to say on the CON call.

* I think JPMorgan Chase's forecast is a lot better than the Street consensus (still over $300).
During the earnings call, Musk laid out that his time at DOGE will be greatly reduced. That is what the market wants to hear and the stock started to jump after market as a result.

Everything else, true. But why the stock wasn’t dropping with just the earnings miss was what it was.
 
Last edited:

UNCjigga

Lifer
Dec 12, 2000
25,252
9,725
136
The reality is that Tesla earned more profit from selling emissions credits to other automakers than from selling cars last quarter. Quarterly revenues down $1 billion year over year.

Oh and those emissions credits? That program is being canceled by Trump (no need for automakers to buy credits if Trump eliminates the Biden fuel efficiency standards.)
 

manly

Lifer
Jan 25, 2000
12,869
3,644
136
The reality is that Tesla earned more profit from selling emissions credits to other automakers than from selling cars last quarter. Quarterly revenues down $1 billion year over year.

Oh and those emissions credits? That program is being canceled by Trump (no need for automakers to buy credits if Trump eliminates the Biden fuel efficiency standards.)
Actually about a $2B YoY quarterly revenue drop, well below WS expectations. I alluded to it earlier, but it's weird there wasn't more margin erosion and they still squeezed out a net profit. IMHO that doesn't add up, and it feels more like financial engineering.

The emissions credits exceeded the net profit; without the credits, they lost money.

The funny thing about the stock rallying after hours is the notion that Elon leaving DOGE is good for Tesla. Are people expecting 2015 Elon to return? He's been a part-time CEO for several years already. If the corrupt board never fires his ass, it's far from certain a motivated Musk is even good for Tesla.
 
Reactions: biostud

biostud

Lifer
Feb 27, 2003
19,460
6,513
136
Actually about a $2B YoY quarterly revenue drop, well below WS expectations. I alluded to it earlier, but it's weird there wasn't more margin erosion and they still squeezed out a net profit. IMHO that doesn't add up, and it feels more like financial engineering.

The emissions credits exceeded the net profit; without the credits, they lost money.

The funny thing about the stock rallying after hours is the notion that Elon leaving DOGE is good for Tesla. Are people expecting 2015 Elon to return? He's been a part-time CEO for several years already. If the corrupt board never fires his ass, it's far from certain a motivated Musk is even good for Tesla.
Exactly, his brand has forever gone to the shittier. And no one is suddenly going to rally around the brand, because he is back.
 

hal2kilo

Lifer
Feb 24, 2009
25,384
11,787
136
Actually about a $2B YoY quarterly revenue drop, well below WS expectations. I alluded to it earlier, but it's weird there wasn't more margin erosion and they still squeezed out a net profit. IMHO that doesn't add up, and it feels more like financial engineering.

The emissions credits exceeded the net profit; without the credits, they lost money.

The funny thing about the stock rallying after hours is the notion that Elon leaving DOGE is good for Tesla. Are people expecting 2015 Elon to return? He's been a part-time CEO for several years already. If the corrupt board never fires his ass, it's far from certain a motivated Musk is even good for Tesla.
You mean the real estate fraudster in chief has another fraudster in his employ? Say it isn't so.
 

fskimospy

Elite Member
Mar 10, 2006
87,173
53,655
136
Actually about a $2B YoY quarterly revenue drop, well below WS expectations. I alluded to it earlier, but it's weird there wasn't more margin erosion and they still squeezed out a net profit. IMHO that doesn't add up, and it feels more like financial engineering.

The emissions credits exceeded the net profit; without the credits, they lost money.

The funny thing about the stock rallying after hours is the notion that Elon leaving DOGE is good for Tesla. Are people expecting 2015 Elon to return? He's been a part-time CEO for several years already. If the corrupt board never fires his ass, it's far from certain a motivated Musk is even good for Tesla.
His mere presence is alienating to their core market so that seems like a pretty big problem. If anything I think his return to a bigger role at Tesla would make things even worse.

I don't know if they're playing with the books but I also suspect the decline in Q2 will be worse as the shit that made him really unpopular didn't get going until about a third of the way into the quarter.
 
Reactions: Roger Wilco

UNCjigga

Lifer
Dec 12, 2000
25,252
9,725
136
As if Tesla/CyberTruck needed any more bad press:


Too early to know what happened, but we live in a litigious society. This is a top recruit, scion of big name NBA talent who was getting ready to play with LeBron’s other son at USC, and who just dropped 63 points in a recent game and took his prep school team to back-to-back Finals.
 
sale-70-410-exam    | Exam-200-125-pdf    | we-sale-70-410-exam    | hot-sale-70-410-exam    | Latest-exam-700-603-Dumps    | Dumps-98-363-exams-date    | Certs-200-125-date    | Dumps-300-075-exams-date    | hot-sale-book-C8010-726-book    | Hot-Sale-200-310-Exam    | Exam-Description-200-310-dumps?    | hot-sale-book-200-125-book    | Latest-Updated-300-209-Exam    | Dumps-210-260-exams-date    | Download-200-125-Exam-PDF    | Exam-Description-300-101-dumps    | Certs-300-101-date    | Hot-Sale-300-075-Exam    | Latest-exam-200-125-Dumps    | Exam-Description-200-125-dumps    | Latest-Updated-300-075-Exam    | hot-sale-book-210-260-book    | Dumps-200-901-exams-date    | Certs-200-901-date    | Latest-exam-1Z0-062-Dumps    | Hot-Sale-1Z0-062-Exam    | Certs-CSSLP-date    | 100%-Pass-70-383-Exams    | Latest-JN0-360-real-exam-questions    | 100%-Pass-4A0-100-Real-Exam-Questions    | Dumps-300-135-exams-date    | Passed-200-105-Tech-Exams    | Latest-Updated-200-310-Exam    | Download-300-070-Exam-PDF    | Hot-Sale-JN0-360-Exam    | 100%-Pass-JN0-360-Exams    | 100%-Pass-JN0-360-Real-Exam-Questions    | Dumps-JN0-360-exams-date    | Exam-Description-1Z0-876-dumps    | Latest-exam-1Z0-876-Dumps    | Dumps-HPE0-Y53-exams-date    | 2017-Latest-HPE0-Y53-Exam    | 100%-Pass-HPE0-Y53-Real-Exam-Questions    | Pass-4A0-100-Exam    | Latest-4A0-100-Questions    | Dumps-98-365-exams-date    | 2017-Latest-98-365-Exam    | 100%-Pass-VCS-254-Exams    | 2017-Latest-VCS-273-Exam    | Dumps-200-355-exams-date    | 2017-Latest-300-320-Exam    | Pass-300-101-Exam    | 100%-Pass-300-115-Exams    |
http://www.portvapes.co.uk/    | http://www.portvapes.co.uk/    |