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Tesla also never made a single model of their truck past a few prototypes. Am I missing something?


About 100 have been built and PepsiCo are the first customers. They were obviously prioritizing Model Y ramp up, which went from 0 to 1.15m units in 2023, the world best selling car model, in just a couple years.


Wait, are you saying you actually believe they're building those trucks? I thought it was more or less acknowledged that would never happen.

If you believe this stuff you probably should put your money where your mouth is and buy some stock.


Idk why you need to get conspiratorial. Tesla employees have confirmed they're using the Semi trucks to drive battery packs between Nevada and Fremont factory, and that they have a fleet of 100 of them as of 4 months ago. PepsiCo has confirmed use of them.

Stock Market 101 would educate one that just because a company is doing well, doesn't mean it's balance sheet and income statement currently indicate it's a good value to buy. But yes, I did ride Tesla stock from a $40b market cap company to $700b, thanks to an educated analysis.


Are you still long?


No. Doesn’t change the facts about the trucks that are widely known by any hedge fund algo or analyst.


So why don't you put your money where your mouth is?


These are basic facts that are priced in. Also my comment: "Stock Market 101 would educate one that just because a company is doing well, doesn't mean it's balance sheet and income statement currently indicate it's a good value to buy."

Are you currently shorting it, then?




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