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Warzypants

    • WarzypantsWarzypants
      ·02-05
      I believe the market is right to worry about AI disrupting software companies. One only has to glance at "Macrohard", Musk's not so subtly named vehicle to attack Microsoft as a case in point. Clearly Musk believes that AI will inevitably disrupt the software space and is positioning his AI efforts to be part of that disruption.

      Selloff Wipes Out Nearly $1 Trillion from Software and Services Stocks as Investors Debate AI's Existential Threat

      SummarySoftware stocks fall on AI disruption fears, but selling intensity easesScramble to shield portfolios as AI muddies valuations, business prospectsSelloff has been overdone, analyst...
      Selloff Wipes Out Nearly $1 Trillion from Software and Services Stocks as Investors Debate AI's Existential Threat
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    • WarzypantsWarzypants
      ·02-03
      Hmm, I can't help wondering whether Elon Musk's lawsuit against OpenAI is queering the pitch for this investment. Should Musk prevail, this would hit OpenAI and Microsoft badly and investing in XAI might be a better bet for Nvidia.

      Nvidia Stock Drops Nearly 3%. Why Its $100 Billion OpenAI Investment Is in Question

      $Nvidia(NVDA)$ stock fell on Monday amid questions about the chip maker's commitment for a major investment in OpenAI, the developer of ChatGPT.Nvidia shares ended Monday down 2.9% to $185.61.The...
      Nvidia Stock Drops Nearly 3%. Why Its $100 Billion OpenAI Investment Is in Question
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    • WarzypantsWarzypants
      ·02-03
      No, this is not the reason that Tesla is "pivoting away from EVs". Chinese automakers are struggling because their business model is to sell low-priced EVs at low margin at volume, because they can't compete with Tesla up market. Tesla continues to make decent margins at these elevated price points. The reason Tesla is not so concerned about EVs is because it has other juicy alternatives to extract higher margins from the batteries it consumes to make its products. For example, the Energy business makes much higher margins than the auto business. The Robotaxi business, though still nascent, will attract SAAS margins, of the order of 80%, which compared to the ~16% margins on autos makes the pivot somewhat of a no-brainer.

      NIO, Chinese EV Stocks Plunge On Weak Data. What That Means for Tesla Stock

      The electric vehicle business is slowing. It's weighing on investor sentiment.It's a risk for $Tesla(TSLA)$ and one reason the company is pivoting away from cars and into physical AI applications...
      NIO, Chinese EV Stocks Plunge On Weak Data. What That Means for Tesla Stock
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    • WarzypantsWarzypants
      ·01-15
      "Tesla stock wobbles". What, ~2%? We seasoned investors in $TSLA are used to 10 to 20% lurches up or down. To us, 2% is more like a rounding error.

      Tesla Stock Wobbles. Elon Musk Makes a Surprise Decision on FSD

      $Tesla(TSLA)$ stock was down, a little, to start Wednesday trading after a surprise announcement from CEO Elon Musk about the company's Full Self-Driving driver assistance product.Shares of the...
      Tesla Stock Wobbles. Elon Musk Makes a Surprise Decision on FSD
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    • WarzypantsWarzypants
      ·01-12
      GLJ "Research". Gordon Johnson is a perma-bear, who has never seen anything good about Tesla, no matter what they achieve. He has a 0 star rating on tipranks.

      Piper Sandler Keeps Their Buy Rating on Tesla (TSLA)

      In a report released yesterday, Alexander Potter from Piper Sandler maintained a Buy rating on Tesla, with a price target of $500.00. The company’s...
      Piper Sandler Keeps Their Buy Rating on Tesla (TSLA)
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    • WarzypantsWarzypants
      ·01-07
      It's almost as if Photoshop never existed for the EU. XAI won't generate the images unless asked to do so by a user.  A painter who chooses to paint a pucture of a nude uses the tools available. If it's too spicy, do we condemn the painter or the company that supplied the paint and brushes they used?

      EU Condemns Musk's Grok for Generating Illegal Pornographic Images Involving Minors

      The European Union is conducting a "serious review" of Elon Musk's AI chatbot Grok after it generated pornographic images involving minors on social platform X. A European Commission spokesperson,...
      EU Condemns Musk's Grok for Generating Illegal Pornographic Images Involving Minors
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    • WarzypantsWarzypants
      ·01-05
      But is BYD as profitable as $TSLA? Is it great that BYD are selling a heap of low margin cars to attain this "title"? Or is it a better strategy for TSLA to divert much of its battery production to support its energy division with margins of ~30%? Will TSLA have a problem selling as many vehicles as it likes to roll out its Robotaxi fleet, you know, a venture that produces ongoing revenue rather than a one off profit on a car sale? I don't think looking at car sales metrics is particularly informative for a company like Tesla.

      BYD Dethrones Tesla in 2025 Electric Vehicle Sales

      BYD's electric vehicle sales surged 28% year over year to about 2.3 million units in 2025 from 1.8 million units in 2024, according to a Monday disclosure to the Shenzhen bourse.The figure surpassed that of Tesla, whose sales reached more than 1.6 million during the year, according to figures released Friday.Tesla's sales fell 8.6% year over year.
      BYD Dethrones Tesla in 2025 Electric Vehicle Sales
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    • WarzypantsWarzypants
      ·2025-12-27
      Now if automotive sales were still the be all and end all of Tesla's profits, this might still be somewhat relevant. However, energy sales continue to take off, Robotaxis are going to take up any slack in the market and provide much greater margin than each unit sold would generate. So I'm still relaxed holding my $TSLA. Then comes Optimus...

      Tesla (TSLA.US) Falls Over 2% as Multiple Parties Forecast Q4 EV Deliveries May Be Below 440,000 Units

      Tesla (TSLA.US) dropped more than 2% on Friday, closing at $474.98. Regarding Tesla's fourth-quarter delivery figures, Wall Street generally anticipates around 440,000 units, though some analysts...
      Tesla (TSLA.US) Falls Over 2% as Multiple Parties Forecast Q4 EV Deliveries May Be Below 440,000 Units
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    • WarzypantsWarzypants
      ·2025-12-26
      More ancient FUD dredged up on cue by Bloomberg. This is a non-story from 2022, where latches are provided to release car doors, but people don't know where to find them. As far as battery fires go, Teslas are about 1000x less likely to catch fire than combustion vehicles (the clue is in the word "combustion"), but no mention of that fact within this hit piece.

      Tesla Is Facing Fresh Government Scrutiny over Its Controversial Doors

      The NHTSA has launched an investigation into the doors of Tesla's Model 3 EVs after a consumer petition alleged they may not be safe in an emergency. Tesla's Model 3 sedan is the focus of the latest regulatory investigation into the Austin, Texas-based electric vehicle maker.Tesla is facing a fresh investigation from U.S. automotive-safety regulators over concerns that it may be difficult to unlatch the doors of some Model 3 sedans in the case of an emergency.The National Highway Traffic Safety Administration said the probe is focused on 179,071 model-year 2022 electric vehicles. The Tesla Model 3 is one of the Austin, Texas-based company's most popular vehicles and, along with the Model Y SUV, accounts for most of its sales.Last week, the company added a page to its website, saying the doors of its vehicles will automatically unlock and emergency services will be contacted if a "serious collision" is detected. However, Tesla noted that certain features may not be available in all reg
      Tesla Is Facing Fresh Government Scrutiny over Its Controversial Doors
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    • WarzypantsWarzypants
      ·2025-12-20
      At long last! Delaware could see the writing on the wall should the lower court's decision had been allowed to stand. The loss of tax revenue from companies moving out of state was beginning to hit hard.

      Musk wins appeal and restores 2018 Tesla pay deal worth $56 billion

      Musk wins appeal and restores 2018 Tesla pay deal worth $56 billionBy Tom Hals WILMINGTON, Delaware, Dec 19 (Reuters) - Elon Musk's 2018 pay package from Tesla, once worth $56 billion, was restored by
      Musk wins appeal and restores 2018 Tesla pay deal worth $56 billion
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