mRoiss
@mroiss.bsky.social
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roiss.substack.com
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mroiss.bsky.social
it's been nearly two years since i have done the 30 day song Challenge.
So lets start.
mroiss.bsky.social
Tesla rose 75b on the announcement of a new cheaper model - which turns out is just a Model 3/Y stripped down.

Down 45b yesterday - pump is still working. It goes more up than it goes down
mroiss.bsky.social
Up 75b today (so that alone is bigger than VW, Renault, Mercedes and BMW in market cap. -on news that they bring out a new car model.
There is no word for the dillusion that is the Tesla stock
mroiss.bsky.social
Rumours of a new car model also sending the stock up a whole VW.

Can you imagine, the car company that is valued higher as all competitors combined will release new model (maybe)?

When has a car company ever released something as revolutionary as another car model?
mroiss.bsky.social
Tesla stock up on the new FSD v14 being released today. Because surely after promising that the car will drive alone from LA to NY "next year" since 2016, this one is the one. (yes - maybe - probably not)
mroiss.bsky.social
Rumours of a new car model also sending the stock up a whole VW.

Can you imagine, the car company that is valued higher as all competitors combined will release new model (maybe)?

When has a car company ever released something as revolutionary as another car model?
mroiss.bsky.social
Tesla stock up on the new FSD v14 being released today. Because surely after promising that the car will drive alone from LA to NY "next year" since 2016, this one is the one. (yes - maybe - probably not)
mroiss.bsky.social
Tesla stock up on the new FSD v14 being released today. Because surely after promising that the car will drive alone from LA to NY "next year" since 2016, this one is the one. (yes - maybe - probably not)
mroiss.bsky.social
7% sales increases seem sus even if we take into account the pull forward due to expiring EV tax credit.

Stock up a whole VW again - upon delivering less cars in a quarter than Renault. Congrats
peark.es
Tesla sales out, significant beat thanks the 3/Y. Cybertruck remains a disaster.

*TESLA 3Q DELIVERIES 497,099, EST. 439,612
*TESLA 3Q PRODUCTION 447,450 VEHICLES, EST. 450,313
*TESLA 3Q MODEL 3/Y DELIVERIES 481,166, EST. 424,828
*TESLA 3Q OTHER MODELS DELIVERIES 15,933, EST. 17,184
mroiss.bsky.social
Government shutdown, more authoritarian rhetoric and rising inflation.

That can only mean one thing:
BUUUULLISH
mroiss.bsky.social
Renault delivered around 500k vehicles in Q2.
Market cap 12b USD

Tesla is expected to deliver 480k vehicles in Q3.
Market cap 1.5T - adding 400b in market cap in the last month. How much % will it add today?
mroiss.bsky.social
Tesla now over 1.5T market cap. After all, why shouldn't it add a whole Ford in market cap, when they report increased deliveries.
mroiss.bsky.social
No down day ever. Trump declaring war on US citizens is bullish
mroiss.bsky.social
Another day and as usual Tesla stock is up.
New angle is that they will beat earnings due to the EV tax credit running out this week and increased demand.

Really you think the 400b market cap gain didn't have that priced in?
mroiss.bsky.social
Apparently this is bullish Tesla
mroiss.bsky.social
Seriously, Tesla must be the most manipulated stock of all time. Up 3% since that news dropped, its insane
mroiss.bsky.social
Bullish for Carvana $CVNA, because when you make up your numbers - real numbers don't matter
peark.es
ouch

*CARMAX 2Q EPS 64C, EST. $1.03
*CARMAX 2Q USED VEHICLE SALES $5.27B, EST. $5.69B
*CARMAX 2Q COMP STORES USED UNIT SALES -6.3%
mroiss.bsky.social
After a brief pause, the pump is back on.
mroiss.bsky.social
US president can now fire FTC commissioners and the market thinks this is bullish
mroiss.bsky.social
Trump basically cutting ties with Brazil. Obviously this is bullish
carlquintanilla.bsky.social
* US IS REVOKING VISA FOR BRAZILIAN SOLICITOR-GENERAL JORGE MESSIAS, US ADMINISTRATION OFFICIAL SAYS

@reuters.com
mroiss.bsky.social
Insanity. Another VW in market cap. A company that has no income without carbon credits at 1.4T market cap
mroiss.bsky.social
Another day where Tesla goes up. Reality doesn't apply to the US market. What will bring it down?
mroiss.bsky.social
Another day where Tesla goes up. Reality doesn't apply to the US market. What will bring it down?
mroiss.bsky.social
Never. 280b market cap gained in 5 days.
mroiss.bsky.social
Tesla will never have a down day again
mroiss.bsky.social
Inflation rising, fed cutting. Gonna be a wild ride
mroiss.bsky.social
Remember when there was an investigation with no results on what Glas means that Elon was referring to in some internal reports in Tesla?

They could have used every brand in the world.
the-independent.com
Pilot dies after plane carrying nearly 200kg of SpaceX-branded cocaine crashes in remote Brazil
Pilot dies after plane carrying 180kg of SpaceX-branded cocaine crashes in Brazil
www.independent.co.uk
mroiss.bsky.social
Well Tesla is under investigation, but at least they pumped 230b in 3 days.
mroiss.bsky.social
Tesla will never have a down day again