Are we now at a point where also the reality is labeled "FUD"? I am a genuine long term buy and hold investor, have been invested in TSLA since 2015, and I want fact based and balanced discussions here, and welcome both those negative and positive to the stock, short or long term. What's the point of an echo chamber?
Let's be clear here, most of what has been posted here in recent weeks falls into the following categories:-
- Estimates
- Speculation
- Rumours
- Media reporting about estimates, speculation and rumours.
Tesla publishes official numbers every quarter, and when we get official numbers, we also get two very important things - context and explanation,
IMO information without context and explanation is fairly worthless, especially if that information is speculative, and not official.
However, if we want a early "heads up" on "context", there is plenty of "context" happening at Stellantis, and rumours (or limited first hand reports) indicate a lot more "context" may be happening at Stellantis dealerships.
IMO most of the industry seems to on the spectrum between Stellantis and Tesla, but Tesla's position in the pecking order has remained fairly constant or even improved.
My guess is that central banks keeping interest rates high will get the job layoffs they are seeking, and ultimately these will not be limited to Stellantis.
In contrast, Tesla is hiring at Austin.
When I look at drone videos at Austin, I reflect on the configuration of the new west bound outbound lot, something that provides an indication of future Austin production volumes. In this case, something that will impact on Tesla performance for the next 10-20 years, not the next 1-2 weeks, or Q1 2024.
Any positive speculation was shot down pretty quickly here, and drowned in a torrent of negative speculation...
That is what I call FUD, endless repetition of negative speculation.