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Tesla reports Q4 earnings: Weak sales and lower margins
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Iโ€™m NOT hallucinating ๐Ÿ˜ตโ€๐Ÿ’ซ๐Ÿ˜ตโ€๐Ÿ’ซ๐Ÿ˜ตโ€๐Ÿ’ซ GET MY NUMBERS

$Tesla(TSLA.US)$: After what we heard in the call (and in the previous EPISODES ๐Ÿ˜‚), I can forecast the sticker price of the new Tesla in 2025:
27,250$ FINAL PRICE for the client: 19,750$
The car will cost 50% of the actual S3XY lineup to produce, or 18,000$ Tesla may add a 1/3 mark up (+6,000$), HALF of the IRA incentive (+3,250$) and get the incentive for the โ€œAmerican madeโ€ batteries (+5,500$) for a grand total of: + 14,750$ OR a ~82% ! ! ! Gross Margin
Thatโ€™s WHY they are building it at Austin first (the quicker the better) instead of losing one more year (of profits) on that model and unnecessarily spending ~5 to 10 billions in a new factoryโ€ฆ it will come eventually, but the PRIORITY is to get as much as possible of the IRA money. >80% They would be fools not toโ€ฆ
Iโ€™m NOT hallucinating ๐Ÿ˜ตโ€๐Ÿ’ซ๐Ÿ˜ตโ€๐Ÿ’ซ๐Ÿ˜ตโ€๐Ÿ’ซ GET MY NUMBERS
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    TESLA holder and trader. Economics and tech studies, writer, traveller and chef for passion. FREE in SouthAmerica ๐Ÿ˜Ž
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