Comment by thegreatpeter
1 day ago
Purely on the air coming out of Elon’s mouth as well as the 1 million cars sold world wide, 165 successful Falcon 9 launches and 9 million Starlink subscriptions
1 day ago
Purely on the air coming out of Elon’s mouth as well as the 1 million cars sold world wide, 165 successful Falcon 9 launches and 9 million Starlink subscriptions
SpaceX’s success have no bearing on Tesla. And Tesla’s sales for the year are down for the second year in a row. Hardly a logical reason for the stock to go up.
You are right that SpaceX is a separate company.
> And Tesla’s sales for the year are down for the second year in a row. Hardly a logical reason for the stock to go up.
If the market originally expected and priced in an even bigger decline, the stock would logically go up. Because of all the possible anticipations stock price movements are hard to understand, even in retrospect.
Tesla is more than one person. Plenty of incredibly talented people at Tesla that is not Elon.
Who haven't launched an actual proper real new car in a decade except for one that failed utterly
1 reply →
I think he's implying that SpaceX's success is evidence that Musk can possibly deliver on the robotaxis and Optimus forecasts, thus justifying TSLA's multiple. I for one am skeptical.
"Hardly a logical reason for the stock to go up"
I think its because Elon would continue to be CEO of tesla , Elon is a brand at this point
its well known "brand", Yes there is a lot to hate but you cant ignore his huge follower
I mean Elon can come to Saudi and Saudi can invest in his company because they like him, that is just the way it works
> "Hardly a logical reason for the stock to go up"
Surely this can't be a serious nor a logical statement so I'll have to assume it's a joke or engagement bait. Here are 3 that I can think off the top of my head.
1. Robotaxi TAM: Tesla's already running unsupervised Robotaxis (no safety driver) in Austin tests as of late 2025, with plans to expand cities in 2026 — that's not vaporware, it's early scaling of high-margin autonomy.
2. Cross-country FSD milestone? Legit: A Tesla owner just nailed 10,000+ intervention-free miles on FSD v14.2 coast-to-coast in Dec 2025, including parking and Supercharging — verified via telemetry.
https://www.youtube.com/watch?v=dnLswbNB0SU
3. Model Y #1 for 3rd year? Tesla proudly claimed it in their 2025 recap as of the latest DEC 2025 data.
Stock still up ~11-25% in 2025 despite EV headwinds and ending of EV credits because the market prices in future upside: autonomy software margins, energy storage boom, Optimus, and robotaxi fleets. That's logical valuation, not "no reason."
Dismissing all that while cherry picking doubts is at best nothing but drivel.
Nice. Now take the car sales out of the vacuum and let’s see how great sales look year over across the world. Now let’s factor in how Elon’s government ended subsidies for electric cars. Should I go on?