Is the stock market going to tank?

[Cono Este]

I’m getting nervous sld my msft at 420, hoping to buy it back 350, same for google, both winners, I think they’ll see lower, but it’s taking too long.

I have a 185 bid for more Tesla gtc, and my vix offers are gtc.

Hopefully it hits.

[Brock Landers]

The market is less emotional and irrational than anyone basing their TSLA case on not liking the administration. But whatever, find any reason to fit your argument or agenda.

I don’t know if tsla stock is going up or down. I’ve said it 100 times…high growth companies being judged (by internet investment experts) on P/E is brain dead.

Tesla is down. Nvidia is down. Facebook is down. Google is down. Amazon is down. All quite a bit, over the last 2 months. They must have people in the White House, of course. That must be it.

My issue isn’t with perception of Musk himself. He seems like kind of an asshole weasel. And if musks govt position is good for tsla…which I kind of doubt….sign me up (I don’t own any Tesla stock, I bought years ago and sold it less years ago).


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[californiagrown]

^^^ FWIW i know multiple wealthy people who have sold off all TSLA in the last 6-12months strictly for political/ethical reasons. There is a not-insignificant amount of people with lots of money interested in ESG investing who no longer consider TSLA a viable ESG option (putting aside them getting booted from the S&P ESG etf a while ago). Let alone the blowback on an individual basis to anyone buying a new tesla car will surely have an impact to their current and future sales. Like it or not, but TSLA has become a stock surrogate for MAGA/Trump, and as the country's favorability for MAGA/Trump goes, TSLA stock will likely follow. And TSLA's core customer is still liberals, and we all know how they rate MAGA/Trump in terms of favorability. But, the market is irrational, and TSLA could get a pump as Team MAGA buys the stock, but not the hard product.

[RoooR]

By what definition is Tesla a high growth company? They sold more cars in 2023 than 2024 and their revenue increased by 1%. High growth is usually associated with YoY revenue growth in like the 30% range.

[J. Barron DeJong]

New Tesla ad just dropped:

https://bsky.app/profile/waltb31.bsk.../3lkovl2duec2n

[Cono Este]

Stocks move, and markets move without bullshit and politics, I never pay attention, that’s for amateurs and losers.

Liberals were the first to buy teslas, sure, but the mkt beyond is far greater. The question is if other manufacturers will catch up, lots of nice looking ev vehicles coming out. And if the mkt is big enough for everyone.

Amazon didn’t kill UPS, which I’ve owned for 20 yrs, because the mkt was growing and there was more than enough.

[Cono Este]

Feel like this rally needs to be sold.

[dschane]

The question is if other manufacturers will catch up, lots of nice looking ev vehicles coming out. And if the mkt is big enough for everyone.

I agree with this. And I could care less about debating the merits of Musk here. I have not seen the case for buying TSLA today or if drops another 20 percent.

U.S. EV makers over-estimated the market here and are adjusting. The mkt in China and parts of Europe are moving more quickly in terms of percentage of EV ownership vs combustion engines. But, IMO, Tesla.s line of cars no longer inspire and competition has caught up. What does Tesla offer that Volvo, Mercedes, GM, etc. do not? The Tesla name and that name is getting hit hard. I personally think Tesla is just a car company that wants to be perceived as a growth company first for EVs and now for AI. That worked and they crushed it. Will it hold or burst? My best guess is the latter. Perhaps burst is the wrong verb. Hold or bleed out? I guess bleed out. Perhaps someone can make the other case that is not based merely on Tesla.s performance between 2020 and 2025, which is something approaching 15,000 percent -- fucking amazing but not a reason in and of itself to buy.

[Cono Este]

I had some retired Tesla engineers in my hostel, all retired in their late 30’s, single, and spending a few weeks in each town to board. They hated the stock.

Personally, i paid 110 ish two yrs ago, sld some higher, so it’s almost a free position now. That’s how I like to,carry long term. For free. Im also keeping it for space X shares.

[J. Barron DeJong]

Tesla just recalled every Cybertruck ever produced to fix a trim panel issue. Total produced: just over 46k in ~16 months.

Tesla had initially predicted sales of 500k per year.

They have no new products in the pipeline (unless you consider the Cybercab, which you shoudnt because FSD isnt ever going to have the capability to drive without ever needing human interaction.)

So why is TSLA a growth stock?

[J. Barron DeJong]

Quite- TIL that Tesla insiders (executives, board members, etc) have sold *1.46 million* Tesla shares over the past 12 months, and bought precisely *zero*

https://www.nasdaq.com/market-activi...sider-activity

https://bsky.app/profile/ryanlcooper.../3lkvq4fekqb26

But also:

$TSLA - MUSK: TESLA TO BUILD 5,000 OPTIMUS ROBOTS IN 2025, TELLS STAFF NOT TO SELL SHARES Tesla plans to build 5,000 Optimus humanoid robots in 2025, using its self-driving tech for tasks like walking and catching objects, Elon Musk told employees. Production could reach 50,000

https://bsky.app/profile/fintwitter..../3lkvhcs7am42u

[dan_pdx]

TBF, executives are getting stock as part of their compensation. They wouldn't have any reason to ever buy it. Not sure about board members though.

Any insider who has stock has to pre-arrange sales, which is supposed to make it impossible to trade on insider information. So when they sell after an earnings call, it doesn't mean they didn't like their results, they just picked that date a few months ago as a time to convert some equity to cash.

[MrMagoo]

I think there are still legs to go down. We haven't yet gotten the Putin/Trump leg down. Only the tariffs.

[Cono Este]

I read a very interesting article I wish I could post. It talked about us moving from an economy where trade is used to drive foreign policy, that no longer works with China, to where trade drives economic growth. It explained how we tried to compete by flooding our economy with cheap labor, that ultimately failed. And how now with tariffs to substitute high taxes, and to drive middle class demand that china can never compete with.

[JimmyCarter]

I read a very interesting article I wish I could post. It talked about us moving from an economy where trade is used to drive foreign policy, that no longer works with China, to where trade drives economic growth. It explained how we tried to compete by flooding our economy with cheap labor, that ultimately failed. And how now with tariffs to substitute high taxes, and to drive middle class demand that china can never compete with.

What in the holy fucking nonsensical economic word salad are you trying to say?

[J. Barron DeJong]

This^^^

But also: just post a fucking link. WTF?

[Cono Este]

The usual stooges show up to ruin a good thread. Who should we ban?

Ive never given a bad piece of financial advice in this thread.

You two should fuck off while the rest of us adapt and try to make money.

No room for emotional twats in here.

[Cono Este]

Jimmy, j baron/ aka Bozo the clown

At 22, I walked into the middle of a Chicago trading pit filled with men, and took another man’s spot. He punched me in the face, and I stuffed him in a garbage can. My bosses fought over who got to pay my 25k fine.

you will never get rid of me.

[californiagrown]

I read a very interesting article I wish I could post. It talked about us moving from an economy where trade is used to drive foreign policy, that no longer works with China, to where trade drives economic growth. It explained how we tried to compete by flooding our economy with cheap labor, that ultimately failed. And how now with tariffs to substitute high taxes, and to drive middle class demand that china can never compete with.

So china flooded our market with cheap goods, so we flooded our market with cheap labor (suppressed wages)? And the argument is that we will lower taxes on the middle class (tarrifs make up the difference) so that we can pay them high wages so that they can afford slightly more expensive goods... that wont come from china? If China can't compete with america's middle class demand for goods... who is going to provide those cheap goods for the middle class? Is that supposed to be america? Seems unlikely that american made goods will be able to compete (price-wise) with stuff made in 2nd/3rd world as those workers are literally paid pennies per day compared with a "good" american wage of +$25/hour. I think you should link or copy-paste sections of the article for a better explanation.

More importantly, what would that mean for stonks?

[JimmyCarter]

[emoji638]][emoji640][emoji639]][emoji638][emoji637][emoji639][emoji[emoji6[emoji640][emoji638]][emoji640][emoji6[emoji640][emoji638]]][emoji[emoji6[emoji640][emoji638]][emoji640][emoji6[emoji640][emoji638]]][emoji637]]Jimmy, j baron/ aka Bozo the clown

At [emoji638][emoji638], I walked into the middle of a Chicago trading pit filled with men, and took another man’s spot. He punched me in the face, and I stuffed him in a garbage can. My bosses fought over who got to pay my [emoji638][emoji6[emoji640][emoji637]]k fine.

you will never get rid of me.

Yeah, you’re a model of stability
Now make what you typed make sense.

[Bunion 2020]

Do any of you give a fuck what he has to say about anything?

[yeahman]

It seems to me that Trump is trying to turn back the clock to a different era, and ultimately I don't think it will work. But nobody ever accused him of having more than a superficial understanding of anything.And if the Chinese economy tanks, or the Canadian or Mexican economies for that matter, that does not help us.Or maybe I'm the one with a superficial understanding. I just think the idea that he can restore America to manufacturing dominance is naïve.

[summit]

China's economy would tanking would be ultimately good for us.

[liv2ski]

Have quite a bit of my money in cash these days and thinking of putting 20% in a Black Rock Bond fund yielding about 6.4% at this time. Thoughts?

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[RoooR]

The death of American manufacturing is wildly overstated. Real output is at an all time high. It's just become highly automated.Cheap labor? Americans are among the highest paid workers in the entire world (much better than the Eruopoors) and there is a literal shortage of workers to fill highly paid positions that don't require college degrees (trades, nursing, mechanics.)When goods don't cross borders... armies do.