10baggerbamm
:
it's very possible there's a series of ifs if Elon Musk returns at the end of May if robotaxis in June is on time and viewed as a huge success if president Trump legalizes FSD on highways.. this would be a huge win not only for Tesla but also waymo.. and it is also an enormous potential unrealized revenue boost for 18 wheelers and this is long-term because you have to have the charging stations put in place and then the connectivity from the highways to the states needs to be approved but it provides another source of significant revenue going forwards for Tesla that's not even being factored in. so if the first two happen more so than the third one I think it's very very possible I'm certainly long I'm selling puts on down days I'm buying on down days...
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10baggerbamm
OPGrowth lover
:
think they're in the same boat what do they buy from China and what contracts have they entered into that maybe they didn't anticipate an enormous spike in component parts increases that are going to destroy the profit margins. they could be in the same boat they entered into an agreement they didn't think it would be remotely possible that prices would spike and now they're screwed they've got to deliver on the orders at a loss because they're contractually bound. I think there's a lot of companies that are exposed they entered into agreements 4th quarter last year third quarter last year for the next 6 12 months 2 years whatever it is of orders and now where the hell did they get the inventory from at those same price points to be able to fulfill on deliveries where they can maintain margins. that's only I can think of and again no one's talking about it online on X or any of these bobbleheads and maybe I'm dead wrong but you have to think outside of the box and one thing I learned in life is no matter how smart you think you are there's always smarter people so if this company has an attorney maybe he's not as smart as understanding currency risk and finance and tariffs right now because it was not something that he had to take into consideration when the deals were constructed. all that being said I think these companies have a great future a very bright future ahead of them I don't know what their margins are going to look like I don't know what their profits are going to look like the next one two quarters but their Market is growing 100% year-over-year so they're going to survive but it might be a bump in the road you know like a sinkhole
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10baggerbamm : it's very possible
there's a series of ifs
if Elon Musk returns at the end of May
if robotaxis in June is on time and viewed as a huge success
if president Trump legalizes FSD on highways.. this would be a huge win not only for Tesla but also waymo.. and it is also an enormous potential unrealized revenue boost for 18 wheelers and this is long-term because you have to have the charging stations put in place and then the connectivity from the highways to the states needs to be approved but it provides another source of significant revenue going forwards for Tesla that's not even being factored in.
so if the first two happen more so than the third one I think it's very very possible I'm certainly long I'm selling puts on down days I'm buying on down days...