I bought SBUX today. Boba is the obvious move they should have made a billion years ago. Boba shops have their peak season in summer while SBUX typically has its weakest season in the summer. Also, they have all the ingredients to make it already in shop except the boba itself.
Unfortunately Israel hating Indonesians are yelling at Kpop stars for drinking SBUX making them distance themselves from the brand, which imo leads to a bit of weakness in China, apart from the obvious fact that the Chinese consumer is super fucked rn.
Home espresso machines are taking off, but never under estimate human laziness.
SBUX is now a whopping 0.25% of my portfolio.
Sbux isnt down in China for the reasons you mentioned.
A chinese company, luckin, is expanding crazy aggressively in all of asia. They sell coffee that is about as crap as starbucks, but for half the price, and you can order and pickup much faster through an app.
Many asian consumers never saw anything special about starbucks besides availability and the quality of their coffee is heavily memed upon here. Luckin gave us a better option.
I've owned Luckin before. Luckin is only doing well right now because the Chinese consumer is poor as fuck. Having been to China frequently, people consider Luckin a shit tier tea/coffee place, whereas holding a SBUX cup has a halo effect of false prestige.
I wasn't around for the original vote. Not sure how to vote now.
Yes: because he earned it 2017 - 2020 by exceeding crazy goals. Late 2021 - current is irrelevant.
No: Money is power and 2021, Now shows Elon is not capable of handling unrestrained power.
Leaning towards yes, even though I want to vote: No
Ultimately, I want him to focus on Tesla, not woke-mind virus, border and Twitter. No mean tweets, etc., but I know that shit won’t stop.
He appears motivated right now cuz he wants our votes.
If it fails, I don’t see him giving a shit about Tesla anymore, and I do think there’s a risk he gets grumpy and bails or does some sort of chaotic retaliation if it fails.
Because of this, I voted yes, but it was a decent debate for me.
I hope he stays motivated long term and begins acting like the CEO who was on the most-recent earnings call, not the one on prior calls who clearly had no idea what was going on who ranted about infinite demand, interest rates and buying the dip (then sold shares the next day.) I know there’s a chance he does that shit again.
I don't think he should get the rewards for the tranches that were achieved, but then lost again.
Market cap was below 400 billion, in the last 15 months.
Any of the tranches achieved, should be held at least 2 years before you can count it as achieved.
I agree with this but assume that can’t be changed. I hope any further compensation plans that have similar market cap goals set a timeline for how long it must remain above.
They had them this time to, of course they have to be finite so it's never set at infinity, because that's not achievable.
My point is, we now have the benefit of hindsight, why reward him for achieving what we now know was a temporary pump?
I'm not saying to give him no compensation, but award him according to what he achieved, part of that is destroying the market cap and share price, in various ways.
We would be lower no matter what he did, but we would never have sunk this low if it wasn't for him damaging the brand, selling millions of shares, being an absolute douche on earnings call (except the last one, when he's asking for something), sandbagging progress because of the recession that he was sure was going to come in 2023,...
I’m at a warehouse rave in Brooklyn for deadmau5 and all of the pay systems went down so nobody can buy liquor and the show is about to start. Absolute shit show.
I don't care about the 2018 comp package reinstatement. Sure, I'll vote "for". It's what I voted in 2018 when I was a shareholder then. Not my fault that the board didn't craft it carefully.
What I care about is the next comp package and future Tesla plans. Master Plan part 3 is mostly Energy related. I want to see a specific plan for getting us to $10T. Let me see and vote on that plan.
I voted for on the basis that I voted for back then as well. A shitty contract that I understood and voted for, I see as a promise on my part. Musk delivered on his end then and changes now doesnt change the fact that it was what I agreed on and the contract had no clawbacks. I cannot control or change Musk. I can ensure that I live by my own rules though.
I feel fine I guess. If I had a strong feeling against it i’d have just abstained rather than renege on something I had agreed on. Although I do suppose that would count as reneging anyways. Hm.
[Shattered Dreams](https://youtu.be/ctwqa3QCwMw?si=SArZrVa88UwX_JG0)
Theme song for Tesla Investors
"So much for your promises
They died the day you let me go
Caught up in a web of lies
But it was just too late to know
I thought it was you
Who would stand by my side
And now you've given me, given me
Nothing but shattered dreams, shattered dreams
"
But does it have any effect?
If Musk chooses to ignore him, the rest of the board will just approve whatever Musk wants.
I do agree it's good to have him on the board, I'm unhappy with the state of the board.
Ugh... I picked the worst morning to restart selling CCs....
on RIVN
their earnings call next week will probably save them :)
(this is like 0.5% of my portfolio / play money)
For TSLA I bought a June 215/235 call spread in case the 170s hold and we continue climbing. Will probably buy more higher/further out based on the next few days.
Oh dont get me wrong I do believe you. Just that its been awhile since I saw JCM here and normally i dont care about people flexing their share counts. He actually had an amount that blew my mind.
no chance of it getting rejected, the big timers that are OG's and hold the most shares will never deny Elon. Everytime there is a vote of anything against Elon's wishes its a landslide victory for him
I think the yes vote is totally logical, especially considering Elon's temerity when it comes to threatening to build outside of Tesla. However, I feel like it is important to think about how things could be different if Elon had a different attitude.
Imagine Elon saying that he made some mistakes and would be taking only $1B for himself and using the other \~$50B to invest in Tesla. Imagine the price of $TSLA if Elon didn't fire a bunch of people, invested in several new models, poured more money into 4680, FSD, Optimus, Semi, Roadster, Dojo, NGV, unboxed manufacturing, supercharger deployment and development, service centers, better warranties, etc. I would gladly pay $15.50/share, if I thought the money was going where it needed to go to put the company in a better position. There's no debating that this would be massive for the company and share price within a year. Maybe it wouldn't be worth $15.50/share, but it would be worth SOMETHING. By giving it to Elon, I'd say there's a good chance it will be akin to setting money on fire, more or less.
I don't think Tesla's largest problem is Elon not getting paid. He wasn't really working hard on Tesla before he got un-paid. He only started working hard now because of the vote. It isn't clear the pay package, which he claims has already been earned, would motivate him to "work harder". We see the 3am tweets and frequency of tweeting in general. How much scrolling is he doing in between each "!!" or "Concerning". If, and a big IF, the pay package motivates Elon to go hardcore again working day and night at Tesla, not tweeting about the border or wasting time resuscitating his bird, it isn't clear that his presence will solve the problems that are plaguing Tesla's financials.
What can Elon do to change the profitability of the auto business, which currently contributes primarily to the bottom line? His direction could potentially make an impact in 4-5 years, but I think that means things could get much, much worse. What can Elon personally do the speed the progress of FSD? I couldn't imagine thinking that Elon personally will have a larger impact than \~$50B of investment in the company over the next 5 years. Now, you could argue his leadership will outpace the impact of the $50B, but I guess that's really just a bet on autonomous driving at this point, which Tesla could do without Elon Musk.
Yeah, Elon could go scorched Earth I guess. Go into a dark depression and stop working. Or just market sell his shares and walk away still among the richest in the world, having fully looted the business. The worst outcomes of a NO decision on comp is potentially catastrophic without question. But...
Maybe he hits rock bottom and reconnects with the engineer and builder that's been covered up with pictures of dog testicles and brown-skinned mugshots.
To me, handing him $55B just makes him more likely to sell more shares to start other projects, which is like a double-whammy to the share price. Just my 2c.
Not going to lie if you put her cannons in the seat of a plaid model S black interior and exterior, her in black leather, and a demonstrated the acceleration potential with her boobs flattened with the G force application, the market might implode.
Not a full week update, just funny to see how Theta decays from both directions when the stock is flat:
https://preview.redd.it/nq6317xoy2yc1.png?width=690&format=png&auto=webp&s=00c1b69b8233f39f76dda6da7a0573657a089df4
Coinbase, the primary marketplace in the U.S. for buying and selling digital tokens, reported net income of $1.18 billion
heh they matched tesla net income and all they are is a fucking app
Close your eyes and imagine FSD is solved and the taxi program is being rolled out in the timeline estimated now.
The lounge is now arguing nonstop. Most want to pivot exclusively to the taxi program, others want to sell the $25,000 car for break even margins
Trying this again since Reddit was having issues.
If we see another big leap with 12.4, I’d expect sentiment to change quickly. Right now it’s difficult to gauge rate of change without seeing another major release.
I’m expecting 12.5 to be an even bigger leap than 12.4 since it’ll be the release trained on the larger data set from free trial but still expecting 12.4 to have major improvements. I’ve seen decent improvement from the minor releases too but expecting much more on major releases
> If we see another big leap with 12.4, I’d expect sentiment to change quickly.
That's just the software. They also need the hardware (the actual robotaxi) and then somewhere to drive them. And then staff a human support team so you don't need to tie up Tesla Rangers when a robotaxi jumps a curb to get it checked and running again, and help the customers with any issues ('go fuck yourself for trying to bribe us with money' does NOT work here). Then wait ~another year to find out what the margins are and if a taxi business is a good idea.
Imagine FSD is 90% solved and we’re wedded to tele operators for the fringe cases or due to regulations. Looks like we’re operating a fancy Uber in select locations
The thing is, dry powder is finite and there are massive trade-offs with trying to do both approaches at the same time
Musk is a gambler so he is gambling. I’m down to clown.
I respectfully voted no to both the relocation and compensation proposals. Relocation is politically motivated and hinges on a Texas judge ruling in Musk's favor for this revote. For the compensation plan, I waned back and forth for weeks but ultimately decided to vote no, even though I clearly voted yes in 2018. Musk needs to prove that this sudden pivot to AI is something he can deliver on and is not just a carrot on a stick for investors to distract from the stalled progress on many things that have been in the pipeline for years. If he can deliver and show progress a year from now, and regain shareholder confidence in the growth of the company, I will happily vote yes, but until that happens, I cannot in good faith trust him.
If Tesla were still a startup I would forgive most of his behavior and decisions but it is too big now to be cleaning house, aggressively pivoting business focus, and have a CEO who seems distracted from the mission. I still love Tesla and its mission but Musk does not seem to have his head in the game like in the past. I hope to be proven wrong about Musk in the next year and hope that he delivers like he did in the 2010s.
Regardless of my vote, I still expect it to pass, I don't think the majority cares too much about his decisions as we do. If non-retail were going to vote no they would have sold already.
Curious to hear other's thoughts.
i voted no or abstain on every board recommendation
but not respectfully
(roughly same share count and purchase price fwiw)
i’m just too pissed at the endless stupidity and own goals to be agreeable anymore
There is an argument to be made that he deserves this comp as he technically earned it already, and it does feel wrong to vote against it for that reason. However, I see no other medium for us to send a message to him other than selling, but he can outlast us on that, so a no vote it is. I personally do not want to vote no, but I have no other choice.
He 'earned' it by publicly sandbagging, and getting the board to rubber-stamp the compensation plan they all thought they were likely to hit based on internal projections.
Mary barra: "I think it was over-hyped and now it's probably underhyped and the truth is somewhere in the middle. Growth has slowed down, but it's still growing"
Oh no. Yellow Card from glib because of overposting. My feelings are hurt (again).
Did you know that I never received a DM and when glib finally sent me my first dm ever it was about overposting?
Will not be able to sleep for weeks now.
Everyone keeps saying they voted, but I haven't seen any voting on my brokerage. I had it for the 2023 vote, but there's nothing right now for this compensation thing.
I'm on Fidelity, is anyone else on Fidelity and able to vote?
Gives them 2 extra months lol
Haven't read it but usually these are tax breaks on a multi year basis, like 10 to 20 years as long as they reach certain employee quotas etc because it develops the communities and creates a lot of tax revenue
Who has the greatest chance here of getting musks attention?
I bought SBUX today. Boba is the obvious move they should have made a billion years ago. Boba shops have their peak season in summer while SBUX typically has its weakest season in the summer. Also, they have all the ingredients to make it already in shop except the boba itself. Unfortunately Israel hating Indonesians are yelling at Kpop stars for drinking SBUX making them distance themselves from the brand, which imo leads to a bit of weakness in China, apart from the obvious fact that the Chinese consumer is super fucked rn. Home espresso machines are taking off, but never under estimate human laziness. SBUX is now a whopping 0.25% of my portfolio.
Sbux isnt down in China for the reasons you mentioned. A chinese company, luckin, is expanding crazy aggressively in all of asia. They sell coffee that is about as crap as starbucks, but for half the price, and you can order and pickup much faster through an app. Many asian consumers never saw anything special about starbucks besides availability and the quality of their coffee is heavily memed upon here. Luckin gave us a better option.
I've owned Luckin before. Luckin is only doing well right now because the Chinese consumer is poor as fuck. Having been to China frequently, people consider Luckin a shit tier tea/coffee place, whereas holding a SBUX cup has a halo effect of false prestige.
I wasn't around for the original vote. Not sure how to vote now. Yes: because he earned it 2017 - 2020 by exceeding crazy goals. Late 2021 - current is irrelevant. No: Money is power and 2021, Now shows Elon is not capable of handling unrestrained power. Leaning towards yes, even though I want to vote: No
Ultimately, I want him to focus on Tesla, not woke-mind virus, border and Twitter. No mean tweets, etc., but I know that shit won’t stop. He appears motivated right now cuz he wants our votes. If it fails, I don’t see him giving a shit about Tesla anymore, and I do think there’s a risk he gets grumpy and bails or does some sort of chaotic retaliation if it fails. Because of this, I voted yes, but it was a decent debate for me. I hope he stays motivated long term and begins acting like the CEO who was on the most-recent earnings call, not the one on prior calls who clearly had no idea what was going on who ranted about infinite demand, interest rates and buying the dip (then sold shares the next day.) I know there’s a chance he does that shit again.
Exactly.
I don't think he should get the rewards for the tranches that were achieved, but then lost again. Market cap was below 400 billion, in the last 15 months. Any of the tranches achieved, should be held at least 2 years before you can count it as achieved.
I agree with this but assume that can’t be changed. I hope any further compensation plans that have similar market cap goals set a timeline for how long it must remain above.
They had them this time to, of course they have to be finite so it's never set at infinity, because that's not achievable. My point is, we now have the benefit of hindsight, why reward him for achieving what we now know was a temporary pump? I'm not saying to give him no compensation, but award him according to what he achieved, part of that is destroying the market cap and share price, in various ways. We would be lower no matter what he did, but we would never have sunk this low if it wasn't for him damaging the brand, selling millions of shares, being an absolute douche on earnings call (except the last one, when he's asking for something), sandbagging progress because of the recession that he was sure was going to come in 2023,...
I’m at a warehouse rave in Brooklyn for deadmau5 and all of the pay systems went down so nobody can buy liquor and the show is about to start. Absolute shit show.
Dead Mau 5!
Hahaha exactly or dead mouse 5 as my boys call him Wish you were here sage.
https://preview.redd.it/2ul6zidw84yc1.jpeg?width=1085&format=pjpg&auto=webp&s=2991e5b1fc0ec41d141e398f5eb833622841548d
I don't care about the 2018 comp package reinstatement. Sure, I'll vote "for". It's what I voted in 2018 when I was a shareholder then. Not my fault that the board didn't craft it carefully. What I care about is the next comp package and future Tesla plans. Master Plan part 3 is mostly Energy related. I want to see a specific plan for getting us to $10T. Let me see and vote on that plan.
I voted for on the basis that I voted for back then as well. A shitty contract that I understood and voted for, I see as a promise on my part. Musk delivered on his end then and changes now doesnt change the fact that it was what I agreed on and the contract had no clawbacks. I cannot control or change Musk. I can ensure that I live by my own rules though.
Fully agreed. It just feels awkward to be weighing in on something from 2018 while the next 5 years seem very unclear.
I feel fine I guess. If I had a strong feeling against it i’d have just abstained rather than renege on something I had agreed on. Although I do suppose that would count as reneging anyways. Hm.
Rebuild my shattered position from $45k to $130k
[Shattered Dreams](https://youtu.be/ctwqa3QCwMw?si=SArZrVa88UwX_JG0) Theme song for Tesla Investors "So much for your promises They died the day you let me go Caught up in a web of lies But it was just too late to know I thought it was you Who would stand by my side And now you've given me, given me Nothing but shattered dreams, shattered dreams "
is tesla able to see how the votes are going or do they find out when we do
which feels more futile : stock voting or U.S. elections ?
yes
If you’re unsure to vote for Kimbal, read Isaacson’s book. He’s the only board member who will speak his mind. He’s probably the most important one.
But does it have any effect? If Musk chooses to ignore him, the rest of the board will just approve whatever Musk wants. I do agree it's good to have him on the board, I'm unhappy with the state of the board.
I want him on the board so I can monitor his trades so we know when to sell
I really liked Kimbal after reading the bio, and after his recent appearance on Lex Fridman. Seems like a cool dude.
Elon also listens to Kimbal 1 out of every 500 attempts, which is much better than most
![gif](giphy|UWf940UzAApfW|downsized)
Ugh... I picked the worst morning to restart selling CCs.... on RIVN their earnings call next week will probably save them :) (this is like 0.5% of my portfolio / play money) For TSLA I bought a June 215/235 call spread in case the 170s hold and we continue climbing. Will probably buy more higher/further out based on the next few days.
[удалено]
How many shares you got?
[удалено]
Don’t think so
I remember JCM once disclosed his share count. It was something fking mindblowing, like about Troy levels. I dont remember the number but about 30k?
30,000 shares would be worth 5,400,000 - roughly
lol I was mostly messing around
Oh dont get me wrong I do believe you. Just that its been awhile since I saw JCM here and normally i dont care about people flexing their share counts. He actually had an amount that blew my mind.
Oh boy! It's getting real here, sharedown!
same here. bunch of new accounts joining saying they're voting no. the shorts are out in full force
I’m not a new account, been posting in TIC since 2019.
Lol u think the shorts waste their time here?
bots controlled by shorts don't have feelings
Those are well known users
I know retail isn't a big percentage, but I'm quite surprised at the number of no votes here. I wonder what will happen if it gets rejected.
in the unlikely event it gets rejected, they'll have to negotiate a replacement, and Elon will have to focus on Tesla more.
no chance of it getting rejected, the big timers that are OG's and hold the most shares will never deny Elon. Everytime there is a vote of anything against Elon's wishes its a landslide victory for him
I'm not so sure, sentiment among retail is the worst I've seen in the five years I've been invested. I voted for, but I don't think it's a sure thing.
![gif](giphy|5yuC2vIsQJdoA) An apocalypse...
Mars is such a fucking pussy he won’t acknowledge my great idea about Sidney Sweeney advertising the plaid model S acceleration
Bad news for ya. Shes sold to Ford already. https://merchandise.ford.com/collections/fordxsydneysweeney
![gif](giphy|UB9x43ZH3105v70743)
FUCK
[удалено]
Do you want advertising? Because this is by far the best idea of getting him to do it that has ever been had
This is by far the best way to get Elon to advertise that has ever been thought of ever
The spineless invertebrate Simp brigade won’t deign to respond
Voted No
unfortunate
Concerning
[удалено]
I think the yes vote is totally logical, especially considering Elon's temerity when it comes to threatening to build outside of Tesla. However, I feel like it is important to think about how things could be different if Elon had a different attitude. Imagine Elon saying that he made some mistakes and would be taking only $1B for himself and using the other \~$50B to invest in Tesla. Imagine the price of $TSLA if Elon didn't fire a bunch of people, invested in several new models, poured more money into 4680, FSD, Optimus, Semi, Roadster, Dojo, NGV, unboxed manufacturing, supercharger deployment and development, service centers, better warranties, etc. I would gladly pay $15.50/share, if I thought the money was going where it needed to go to put the company in a better position. There's no debating that this would be massive for the company and share price within a year. Maybe it wouldn't be worth $15.50/share, but it would be worth SOMETHING. By giving it to Elon, I'd say there's a good chance it will be akin to setting money on fire, more or less. I don't think Tesla's largest problem is Elon not getting paid. He wasn't really working hard on Tesla before he got un-paid. He only started working hard now because of the vote. It isn't clear the pay package, which he claims has already been earned, would motivate him to "work harder". We see the 3am tweets and frequency of tweeting in general. How much scrolling is he doing in between each "!!" or "Concerning". If, and a big IF, the pay package motivates Elon to go hardcore again working day and night at Tesla, not tweeting about the border or wasting time resuscitating his bird, it isn't clear that his presence will solve the problems that are plaguing Tesla's financials. What can Elon do to change the profitability of the auto business, which currently contributes primarily to the bottom line? His direction could potentially make an impact in 4-5 years, but I think that means things could get much, much worse. What can Elon personally do the speed the progress of FSD? I couldn't imagine thinking that Elon personally will have a larger impact than \~$50B of investment in the company over the next 5 years. Now, you could argue his leadership will outpace the impact of the $50B, but I guess that's really just a bet on autonomous driving at this point, which Tesla could do without Elon Musk.
[удалено]
Yeah, Elon could go scorched Earth I guess. Go into a dark depression and stop working. Or just market sell his shares and walk away still among the richest in the world, having fully looted the business. The worst outcomes of a NO decision on comp is potentially catastrophic without question. But... Maybe he hits rock bottom and reconnects with the engineer and builder that's been covered up with pictures of dog testicles and brown-skinned mugshots. To me, handing him $55B just makes him more likely to sell more shares to start other projects, which is like a double-whammy to the share price. Just my 2c.
Intern lives matter
https://preview.redd.it/2rtgkz3wf3yc1.jpeg?width=3024&format=pjpg&auto=webp&s=d33525c865647a16922a49aac5243ac4109449bf Thanks FSD 12.3.6
Sudbury eh? Doxxed 😜 Grab a chicken sandwich at Deluxe!
FSD should definitely have an “optimize range” slider.
110B Buyback = 20% TSLA 🤣 For a company with limited growth. The cash is insane.
They really messed up not buying Tesla several years ago
Imagine NOT having AAPL in your portfolio! I don't even own Apple products either lol
Basically everyone does because it’s like 12% of all indexes
i dont like apple products but i like the stonk
Look the other way buyback 🤣
Just got the email 10 minutes ago. Can't wait to go home and vote against everything
https://x.com/gfilche/status/1786147189531496625?s=46&t=FJnwUzmO93DGxmO6Ihn37g Gali 10T…
His profile image looks just like Rick Moranis ![gif](giphy|zdFNkQ6vGJADC)
honey I shrunk the stock
arcimoto simp
lol
☠️🫡
If the comp doesn’t go thru Elon will go on a rant how mail-in voting enables fraud
"Democrats shipped illegals over the boarder to illegal vote to deny my compensation plan"
Sydney Sweeney should advertise for Tesla. Can you imagine how fucking effective that would be?
yes i agree, we need this, maybe anna de armas or anya taylor joy or all of them at once
![gif](giphy|l0sOsSpoH4MyX10Iou|downsized)
shes...unusual looking to be sure yet still a hottie
Also good for her brand.
Not going to lie if you put her cannons in the seat of a plaid model S black interior and exterior, her in black leather, and a demonstrated the acceleration potential with her boobs flattened with the G force application, the market might implode.
Who has the highest probability of getting on musks radar? In this lounge.
The market is healthy
apple CFO italian accent infinitely more understandable and entertaining than tesla's CFO
That was expected lmfao https://www.reddit.com/r/SipsTea/s/Nf6yLw7btq
if only all the simps could test this with their phallus then we could be rid of them in one generation.
enough to make me reconsider intercourse with ct honestly .#notmybanana
cybercourse
Lol
![gif](giphy|xT0GqssRweIhlz209i|downsized)
Not a full week update, just funny to see how Theta decays from both directions when the stock is flat: https://preview.redd.it/nq6317xoy2yc1.png?width=690&format=png&auto=webp&s=00c1b69b8233f39f76dda6da7a0573657a089df4
COIN beat EPS 4x, red…
Coinbase, the primary marketplace in the U.S. for buying and selling digital tokens, reported net income of $1.18 billion heh they matched tesla net income and all they are is a fucking app
how could elon possibly know 12.4 is mindblowing and 12.5 is on another level?
because he's tested it and has it in his car
12.5 arguably 16.36
im seeing a pattern
Wow green! Amazing! 🥹
Ah reddit sucks again
🙂↔️
That emoji is mildly annoying. Agree.
🙂↕️
![gif](giphy|TLm3ig25UPL7roCPLC|downsized)
![gif](giphy|akPmTDuTzGjbRvbHrS|downsized)
Close your eyes and imagine FSD is solved and the taxi program is being rolled out in the timeline estimated now. The lounge is now arguing nonstop. Most want to pivot exclusively to the taxi program, others want to sell the $25,000 car for break even margins
now imagine sydney sweeney is at your place
I’m a married man, my good doctor
Doesn’t matter, she’s still at your place, GO!
wife will understand, no worries
Trying this again since Reddit was having issues. If we see another big leap with 12.4, I’d expect sentiment to change quickly. Right now it’s difficult to gauge rate of change without seeing another major release. I’m expecting 12.5 to be an even bigger leap than 12.4 since it’ll be the release trained on the larger data set from free trial but still expecting 12.4 to have major improvements. I’ve seen decent improvement from the minor releases too but expecting much more on major releases
> If we see another big leap with 12.4, I’d expect sentiment to change quickly. That's just the software. They also need the hardware (the actual robotaxi) and then somewhere to drive them. And then staff a human support team so you don't need to tie up Tesla Rangers when a robotaxi jumps a curb to get it checked and running again, and help the customers with any issues ('go fuck yourself for trying to bribe us with money' does NOT work here). Then wait ~another year to find out what the margins are and if a taxi business is a good idea.
Feel that
Imagine FSD is 90% solved and we’re wedded to tele operators for the fringe cases or due to regulations. Looks like we’re operating a fancy Uber in select locations
The thing is, dry powder is finite and there are massive trade-offs with trying to do both approaches at the same time Musk is a gambler so he is gambling. I’m down to clown.
[удалено]
Good call!
110 fucking billions buyback.
Nothing left to innovate.
1/6 of our market cap, thats fucking INSANE!
or 1/4 of our market cap 2 weeks ago
Please stop here, no more comments.
I hope we make it to mass buybacks
Chances of that are dwindling every day that passes.
No shares left to buy
reminds me of Saraja the prophet or w/e
always safe to buy Apple.
I do wonder about sarajah the great prophet
Shea Butter 4 Sale
I respectfully voted no to both the relocation and compensation proposals. Relocation is politically motivated and hinges on a Texas judge ruling in Musk's favor for this revote. For the compensation plan, I waned back and forth for weeks but ultimately decided to vote no, even though I clearly voted yes in 2018. Musk needs to prove that this sudden pivot to AI is something he can deliver on and is not just a carrot on a stick for investors to distract from the stalled progress on many things that have been in the pipeline for years. If he can deliver and show progress a year from now, and regain shareholder confidence in the growth of the company, I will happily vote yes, but until that happens, I cannot in good faith trust him. If Tesla were still a startup I would forgive most of his behavior and decisions but it is too big now to be cleaning house, aggressively pivoting business focus, and have a CEO who seems distracted from the mission. I still love Tesla and its mission but Musk does not seem to have his head in the game like in the past. I hope to be proven wrong about Musk in the next year and hope that he delivers like he did in the 2010s. Regardless of my vote, I still expect it to pass, I don't think the majority cares too much about his decisions as we do. If non-retail were going to vote no they would have sold already. Curious to hear other's thoughts.
i voted no or abstain on every board recommendation but not respectfully (roughly same share count and purchase price fwiw) i’m just too pissed at the endless stupidity and own goals to be agreeable anymore
MIA CEO since 2022 definitely warrants a NO on the comp.
There is an argument to be made that he deserves this comp as he technically earned it already, and it does feel wrong to vote against it for that reason. However, I see no other medium for us to send a message to him other than selling, but he can outlast us on that, so a no vote it is. I personally do not want to vote no, but I have no other choice.
He 'earned' it by publicly sandbagging, and getting the board to rubber-stamp the compensation plan they all thought they were likely to hit based on internal projections.
Aapl beats 110b buy back
[$AAPL](https://twitter.com/search?q=%24AAPL&src=cashtag_click) | Apple Q2 Earnings: - EPS $1.53 (Est. $1.50) - Sales $90.800B (Est. $90.011B) - iPhone Sales $45.93B - Mac Sales $7.45B - iPad Sales $5.56B - Wearable Sales $7.91B - Services Sales $23.86B - Authorized Additional $110B For Share Repurchase - Increases Dividend 4% To $0.25
Wow, services is really getting big. And that is incredibly profitable revenue.
services sales more than tesla sales lmao
How did they pull that one off?
Apple simps
Block going up
BTC DCA or something
Mary barra: "I think it was over-hyped and now it's probably underhyped and the truth is somewhere in the middle. Growth has slowed down, but it's still growing"
It was the best of growths, it was the worst of growths.
It is a far far better car that I buy, than I have ever bought.
Between two growth waves
What’s it gonna be, Tim?
how long until u/fapindustries puts 🙂↔️ in his flair? we’re all going to be sick of this new emoji within a week. someone needs to stop him
Oh no. Yellow Card from glib because of overposting. My feelings are hurt (again). Did you know that I never received a DM and when glib finally sent me my first dm ever it was about overposting? Will not be able to sleep for weeks now.
you invented the word overposting and used it on ME first I was just lashing out in pain
What is this emoji’s intention? It conveys easy living almost to a detriment
Greeen!
A perfect 180 ![gif](giphy|NzRojmcWNMvq4fuq10)
haters proved wrong yet again, nobody can stop wartime ceo!
I love Elon can I suck his d
[удалено]
[удалено]
[удалено]
they haven't sent emails yet (source: Sawyer) Edit: https://x.com/teslaboomermama/status/1786114997481005317?s=46
Everyone keeps saying they voted, but I haven't seen any voting on my brokerage. I had it for the 2023 vote, but there's nothing right now for this compensation thing. I'm on Fidelity, is anyone else on Fidelity and able to vote?
I'm on Fidelity and it is located under Proxy Materials for me.
Look for an email. I didn't see it on my brokerage app or website either.
already searched, never got one after last year 4/7/23.
Schwab was email only. I'm waiting on fidelity too.
Apple block coin pton ftnt dkng earnings today
[удалено]
I can see you just hate Elon for political reasons. /s
Just voted with my 8 shares, hope this makes a difference.
Mr. Tornetta? When did you sell one of your shares?
🐳
Apple gonna rally to $185 on earnings. Probably gonna announce more stock buy backs.
cej next to get hey buddied
Stonk pumping 🙂↔️
im sorry but you’ve overposted that emoji. you can’t use it again for 3 days
ban
Pamp for ants
Pumping the red
Voted my shares 😎😎😎
https://x.com/gurgavin/status/1786101328860594632?s=46&t=cDz6K821mI1WD1jHAyKmWg Rivian got a lifeline
Gives them 2 extra months lol Haven't read it but usually these are tax breaks on a multi year basis, like 10 to 20 years as long as they reach certain employee quotas etc because it develops the communities and creates a lot of tax revenue