Tesla 2025

vztrdr · Jul 21, 2025

SunTrader said:
And .... another one:-
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And another one....
TSLA $331

SunTrader · Jul 23, 2025

(THEDAILYUPSIDE)

ELECTRIC VEHICLES
Crowded by EV Rivals, Tesla Preps For Critical Earnings Report

Photo via imageBROKER/dad fotos/Newscom

For what feels like the third or fourth time in a row now, Tesla is gearing up for what may be the most important earnings call in its history.

The electric vehicle maker reports after the bell today, holding its first call with analysts and investors at the dawn of a new era that finds the company squeezed between increased competition and a high-stakes feud involving its enigmatic CEO and the US federal government. At stake are billions in lucrative tax credits. Buckle up, things could get pretty bumpy.

Credit Score
After something of a shareholder mutiny earlier this year sparked by his divided attention while serving as an aide to President Trump, Elon Musk has seemingly quelled the critics. Now, Tesla must confront its myriad headwinds. First and foremost: The regulatory credits Tesla sells to combustion-engine carmakers to offset their tailpipe emissions. Selling the credits has been big business for Tesla, generating more than $10 billion in revenue since 2019 and accounting for a substantial portion of its free cash flow in 2024. Recent legislation, however, eliminates the hefty fines that traditional automakers face for failing to reach emissions standards, thus reducing the demand for Tesla’s carbon credits.

Tesla’s credit sales already dipped in the first quarter, generating revenue of just $595 million compared with $692 million in the final quarter of 2024. Analysts at William Blair and Co. recently projected that revenue in the category might fall by 75% next year, and be virtually eliminated by 2027. Analysts at Piper Sandler, meanwhile, are slightly more bullish, recently projecting that “Tesla will still book around $3B in credits this year, followed by $2.3B in 2026.” Many legacy automakers have long-term contracts for carbon credits from Tesla.

Still, those same legacy automakers are suddenly catching up to Tesla in the EV realm:

While Tesla remains the EV king in the US, its sales are shrinking just as rivals’ are growing. The Automotive News Data Center estimates that Tesla sold 125,000 EVs in the US in the second quarter, down almost 17% year-over-year (Tesla doesn’t break down its delivery figures by region). GM, meanwhile, reports that it sold 46,280 EVs in the second quarter and 78,167 EVs so far this year, representing a 111% increase from 2024.

That puts GM’s domestic EV market share at around 13%, while most estimates peg Tesla’s once-dominant US market share at just 43% now. “GM is quietly building trust while Elon burns it,” Paul Waatti, director of industry analysis for AutoPacific, recently told USA Today.

Bleep Bloop: Still, Tesla has a sky-high forward price-to-earnings ratio for a reason. Thus far, at least, Musk has been able to sell investors on a future of self-driving cars and robotics. A robotaxi pilot program launched in Austin, Texas, earlier this summer. “Outside of guidance, the market will likely be focusing on the robotaxi business, which had to navigate a slew of weather problems,” David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, told The Daily Upside. “The company has a ‘hopes and dreams’ multiple, so anything focusing on [autonomous vehicles], robotics and the other innovative products should be the focal point.”

Written by Brian Boyle

VicBee · Jul 23, 2025

Whatever.

Tesla's car business is negatively impacted by nothing more than their CEO. The vehicles are sound, their performance lead the market, but demand is dropping because Elon Musk is the voice of... Not sure which negative category to put him in, but he's there.

I was ready to give up after many months of frustrations, not wanting to be associated with a mentally unstable right wing libertarian.

In the last weeks though, I'm starting to see where the company is heading towards. It's no longer a car company (which it derives most of its shrinking revenue from), it's morphing into a tech company, pledging its enormous AI compute power to resolve the complexity of FSD, the driving force behind robotaxis and bots.
It's as if Tesla's vehicle business is now servicing its AI business, providing the data required to drive themselves to beat the competition to... driverless cabs? It's a bit perplexing, unless the business is able to convert consumers to buy proven self driving vehicles, knowing that Tesla's been selling vehicles promoting FSD since the beginning.
While we speak of Tesla AI, it's difficult to avoid Grok, xAi's compute monster, the world's biggest dick. Musk is floating the idea of Tesla acquiring a portion of xAi (and X in the process). Suddenly, the car business is a distant memory. Where is Tesla going anyway?

It's all confusing and fascinating. In Elon's hands you can imagine the best and the worst. As a shareholder it's a challenging projection.

gwb-trading · Jul 23, 2025

Sinking...

Tesla's Q2 earnings report is 'garbage,' shareholder says
https://finance.yahoo.com/video/teslas-q2-earnings-report-garbage-215517940.html

https://finance.yahoo.com/news/tesl...el-planned-for-2025-production-201633342.html

NoahA · Jul 24, 2025

I think the biggest issue is cash flow. I read an analysis that questioned how you can have such horrible cash flow if the other metrics weren't bad. Clearly something it going on with their accounting.

Oh, and the Energy Business that they were so heavily trying to pump as the next greatest thing saw a decline.

SunTrader · Jul 24, 2025

Too much negativity on this topic, makes me want to take a long walk on a short pier. lol

TrailerParkTed · Jul 24, 2025

SunTrader said:
Too much negativity on this topic, makes me want to take a long walk on a short pier. lol
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$310. Don’t doubt Elon?

SunTrader · Jul 24, 2025

TrailerParkTed said:
$310. Don’t doubt Elon?
More...

Fan bois never do.

EOY 2024 closing price $403.84

Think someone (remain nameless) mentioned $500 as this years closing price target?

Looking more and more doubtful - "hey taxi". Who knows, might not even start with a 3?

gwb-trading · Jul 26, 2025

Now Musk's Optimus robots are in trouble , with Musk's usual feature of over-promising and under-delivering.

Tesla's Optimus Robots Have Reportedly Run Into Severe Trouble
Elon Musk's Tesla is in deep trouble.
https://futurism.com/tesla-optimus-robots-severe-trouble

ph1l · Jul 26, 2025

Will Tesla solve world hunger? ...
https://www.theguardian.com/us-news/2025/jul/26/elon-musk-tesla-diner-hollywood

Elon Musk opened a diner in Hollywood. What could go wrong? I went to find out
The tech billionaire’s ‘retro-futuristic’ drive-in and Tesla charging station has long lines, plenty of glitches – and adoring fans

Lois Beckett in Los Angeles
Sat 26 Jul 2025 07.00 EDT

It was just before lunchtime on its third day of operation, and the line outside Elon Musk’s new Tesla Diner in Hollywood already stretched to nearly 100 people.

The restaurant has been billed as a “retro-futuristic” drive-in where you can grab a high-end burger and watch classic films on giant screens, all while charging your Tesla.

After months of buildup and controversy, the diner had suddenly opened on Monday, at 4.20pm, the kind of stoner boy joke that Musk is well-known for. Hundreds of fans lined up to try burgers in Cybertruck-shaped boxes, or take photos of the Optimus robot serving popcorn on the roof deck of the gleaming circular diner.

But that was for the grand opening. Less than 48 hours later, when we visited for lunch, the Tesla Diner experience was less a futuristic fantasy than a case study in how to fail with impunity. Many parts of the experience were breaking down, the food was mediocre, yet the fans were still cheerfully lining up to buy merch.

The line to get into the diner on Wednesday morning was so long, an employee told us, in part because of technical problems. The app that allowed Tesla drivers to order from their cars was glitching, so the diner was “prioritizing” Tesla owners who had to come inside to order instead. This meant that non-Tesla owners in the walk-up line might need to wait as long as two to three hours before we got our food.

A robot serves popcorn at the Tesla Diner in Los Angeles, California, on Tuesday. Photograph: Allison Dinner/EPA
I expected at least a few people to leave the walk-up line immediately, but the only ones who did were two families of Tesla owners who went back to order from within their cars. Even if the app didn’t work for them, they would still get their food faster. The hierarchy was clear: things were broken for everyone, but owners of Musk products had to suffer slightly less.

The rest of us kept waiting in the hot sun. “Retro-futurism”, in this case, seemed to mean gorgeous, Tesla-inspired, mid-century modern architecture coupled with wait times that would shutter an ordinary McDonald’s. An episode of Star Trek was playing on the giant drive-in movie screens, but the best entertainment available was watching tricked-out Cybertrucks arrive and depart. I counted at least six when I arrived, and more kept appearing: a neon orange Cybertruck with Texas plates, another floating on giant custom rims. I did not spot a single anti-Musk protester, though social media posts were advertising protests outside the diner later in the week.

‘It is what it is’
Musk’s special projects have often unfolded with a degree of chaos. Most recently, his attempt to dismantle the large parts of the US government ended with him feuding with the president he had spent nearly $300m to elect.

Cybertruck boxes and tacos: Elon Musk opens ‘retro futuristic’ Tesla Diner in LA
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Serving high-end burgers to Tesla fans while they charge their electric cars should be much easier than launching space rockets, developing brain implants or running a social media platform that is not overrun with hate speech and harassment. And Musk’s diner operation partners, the Los Angeles chef Eric Greenspan, who advised Mr Beast Burger, and restaurateur Bill Chait, of République and Tartine Bakery, have impressive food industry credentials.

But the billionaire CEO tends to make big promises and not quite fulfill them. That appeared to be true even for a tiny burger joint.

You don’t have to own a Tesla to order a meal at the diner, and its appeal clearly reached far beyond Tesla drivers. There were many people in the walk-up line on Wednesday with babies and small children, some of whom were particularly excited to be visiting the Tesla Diner after seeing videos about it online. While we all waited and waited, employees in branded T-shirts brought us glasses of water and paper menus.

Jake Hook, who runs a Los Angeles-focused “Diner Theory” social media account, had described the Tesla Diner menu to me as “all over the place”, with a combination of “very fast food shlocky” items combined with sandwiches made with “bread from Tartine”, the luxury California bakery. The diner also offers a mix of “own the libs” and “we are the libs” options: on the one hand, “Epic Bacon”, four strips of bacon are served with sauces as a meatfluencer alternative to french fries, and on the other, avocado toast and matcha lattes. There was a kale salad served in a cardboard Cybertruck: welcome to southern California.

Food outside of Elon Musk’s new Tesla Diner. Photograph: Lois Beckett/The Guardian
“Diners are kind of a reflection of the community, and it doesn’t seem to really be that,” Hook told me over the phone. “It’s like a diner-themed restaurant.”

An employee gave the Wednesday walk-up line another update: they didn’t have chicken, waffles or milkshakes, or any of the “charged sodas”, which came with boba and maraschino cherries and extra caffeine.

“It gets better and better,” sighed a man behind me.

Josh Bates and his son Phoenix were in town for the day from Orange county, where they lived. “We are big Musk fans,” he said.

Phoenix, age 10, had been excited to visit the diner. “I never seen Elon Musk open a restaurant, so I just wanted to come here and see how the food is,” he explained.

But after waiting in line for 20 minutes and not getting much closer to ordering, Bates decided it was time to find somewhere else for lunch. “It’s the grand opening – things happen,” the father said. “It is what it is. They’re doing the best they can.”

Bates wasn’t the only Musk fan with this attitude. Ivan Daza, 36, who lived in Los Angeles, later told me that he had waited two hours the day before, only to be told around 6 or 7pm that the Tesla Diner’s kitchen was closed. He had brought his eight-year-old daughter back the next day to try again. She had seen the Tesla Diner on YouTube and was especially excited to see the Optimus robot. But it turned out that Optimus was not in operation.

Daza said he was surprised by the various problems the kitchen seemed to be having – he thought they would have a “plan B”. But he was pleased the diner offered an “experience”.

The prices, though expensive, weren’t that bad for Los Angeles. The burger was $13.50, without french fries. Later, as Daza ate the meal that had taken him two days to get, he grinned: “Delicious.”

Food at the Tesla Diner comes in boxes shaped like cybertrucks. Photograph: Allison Dinner/EPA
The interior design was certainly closer to Disneyland than In-N-Out: all sleek and shining chrome, futuristic 1950s white chairs and tables, and beautifully designed lighting. The curved staircase up to the Skypad was decorated with robots in display cases on the wall. Inside a curved chrome window was what looked like a pretty ordinary, low-tech restaurant kitchen.

I had waited in line for a full hour before I could place my order. When I finally got to the register, I asked an employee to remind me what on the menu was actually available. She said I needed to check the screen in front of me – they had whatever was there. It turned out, contrary to what I had been told, that I could order both chicken and waffles.

After the long wait outside, my food arrived in about 10 minutes – much less than the three-hour wait I feared, but absurdly long for any fast-casual restaurant. A waffle, branded with the Tesla lightning bolt, was cold. The fried chicken had a tasty coating but was also cold. The heap of kale and tomatoes was only partially dressed with an odd dill-flavored dressing. The generic-brand cola tasted cheap and was served with a woke bamboo straw. But the food did come in elaborate Cybertruck boxes – and they were, to be honest, delightful.

While locals seemed to be forgiving of the new diner’s glitches, some tourists were less impressed. Rick Yin, 32, who was visiting Los Angeles from China with his mother, had stopped by the diner on their way to the airport to “grab a quick lunch” that had turned out not to be quick at all. Yin had also been excited to see the Optimus robot in action, and had hoped the diner would be “more hi-tech”. What he had found was “a regular restaurant”.

“It’s all right,” he said, while still waiting for his food. After eating, he said he liked the Cybertruck boxes: “That’s the only thing that’s worth it.”

Musk’s ‘retro-futurism’
I took my meal upstairs , to the Skypad, an open-air balcony with a view of the charging Teslas. The Twilight Zone was now playing on two giant screens. I sat down next to a steady line of people buying Tesla Diner merch: a $95 retro diner hoodie, $65 Tesla salt and pepper shakers, a $175 “levitating Cybertruck” figurine.

There was a large popcorn machine in front of me, which seemed to be where Optimus had been serving snacks on opening night. Musk had been posting on X earlier in the morning that “Optimus will bring the food to your car next year” and suggesting the robot might be dressed in a “cute” retro outfit.

In reality, Optimus was nowhere in sight. The robot was “out today”, an employee told me later, as if the pricey piece of machinery were a human celebrity with a busy schedule. “Maybe tomorrow.”

General view of Elon Musk’s new Tesla Diner in Hollywood, California. Photograph: AaronP/Bauer-Griffin/GC Images
“Is it possible to get some popcorn regardless of the robot?” a woman asked.

“It’s probably old popcorn,” an employee told her regretfully.

A different employee warned me that I could not walk down the same staircase I had taken up to the Skypad because it was too crowded and that “everyone’s colliding with each other and trays and milkshakes”. I would have to go down another way: a bland flight of stairs without any hi-tech decoration.

During a Tesla earnings call on Wednesday, as the company disclosed declining revenue and profits, Musk highlighted his new burger palace as a success: “Diners don’t typically get headline news around Earth,” he bragged. He also called the diner “a shiny beacon of hope in an otherwise sort-of bleak urban landscape”. (It is located on Santa Monica Boulevard, in a neighborhood full of high-end art galleries.)

I’d had plenty of time in the diner line to think about “retro-futuristic” experiences, and how good a description that was, not so much for this very ordinary diner, but for the rightwing political project that Musk had joined. We were now moving into a future that offered tank-like electric cars and on-demand drone deliveries, and also a resurgence of measles outbreaks and women dying from preventable pregnancy-related complications.

But continuing to function in the United States right now requires being very good at compartmentalization. I tucked away the cardboard Cybertruck lids to show my co-workers, threw away the Tesla waffles, and went on with my day. Nothing works properly here any more, but hey, it’s an experience.
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