Tesla when it was ATH: high sales around the world and EV credit Tesla pumping: sales "ok" for shitty past quarters and no EV credit *PUMPS* Lol makes no sense

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Tesla: no more EV tax credit and slowing sales around the world, *pumps to near ATH*

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Bro that’s just not what the numbers say: • CPI Aug 2025: +2.9% YoY → basically stable, not “surging.” Gasoline –6.6%, fuel oil –6.5%. The sticky stuff is shelter (+3.6%), utilities (piped gas +13.8%), medical services (+4.2%). • PPI: ~+2% YoY → way down from the double-digit 2021 spikes. • Jobs: Unemployment ~4%, which is historically low (average since 1950 is ~5.7%). Weekly jobless claims still under 250k. Labor force participation steady at ~62.7%. • Wages: Up ~4% YoY, moderating from 6%+ in 2022. • GDP: U.S. grew ~2.5% annualized last quarter. That’s stronger than Europe or Japan right now. • Manufacturing/Capex: Record reshoring — $200B+ announced in semis, EV batteries, and clean energy plants. FDI into the U.S. still the highest in the world. • Trade: Dollar still king. ~90% of global FX transactions involve USD, ~60% of global reserves still in USD. No sign of countries “trading around us” in a meaningful way. So no, jobs aren’t “collapsing,” CPI/PPI aren’t “spiraling,” and global capital hasn’t abandoned the U.S. The actual problem is sticky domestic costs (housing, utilities, services) — not some economic death spiral.

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dunno, they were negative ev tho. puts were the play simply due to take profit risk (lotta people take profits after 80% runs). Doesn't they are the winner tho

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**5) The math to $120 (one credible path).** * **Marketplace/agent-led GMV**: assume OPEN builds a national seller funnel and intermediates **\~$150B GMV** within a few years (a mid-single-digit share of a \~$2T+ existing-home market—i.e., not crazy if their top-of-funnel wins). With a blended **\~1.5–2.0% take-rate**, that’s **$2.3–3.0B high-margin revenue**. * **Core iBuyer flywheel**: run a **leaner balance-sheet** book at **$40–60B resale GMV** with **4–5% contribution margin**, yielding **$1.6–3.0B** of contribution profit before Opex. * **Attach** (title/escrow, warranties, marketplace ads, partner rev share): **$0.5–1.0B** revenue if attach rates rise with an agent-led ecosystem. Put together, you can plausibly frame **$5–7B revenue** with **20–25% EBITDA margins** (because more of that revenue is capital-light). That’s **$1–1.8B EBITDA** *before* any mania. A platform rerating at **25–35× EBITDA** or **12–15× sales** (for a period) gets you into the **$60–100B** EV zone—i.e., **share price with a “1”**. (Yes: execution heavy. Yes: possible with this mix.) *Anchors for realism:* size of the US resale market, the just-reported contribution/EBITDA turn, and OPEN’s explicit “capital-light” push. [National Association of REALTORS®+1](https://www.nar.realtor/research-and-statistics/housing-statistics/existing-home-sales?utm_source=chatgpt.com) **6) The squeeze-y accelerant.** Right now, shorts still sit at **\~23–26% of float** (Aug 29–31 print). If borrow remains available this stays momentum-led; but **if** CTB tightens while the story improves, you get **forced buyers** on top of retail “Open Army” call-flow. That’s how valuation overshoots *toward* $120 before fundamentals fully catch up. [Yahoo Finance](https://finance.yahoo.com/quote/OPEN/key-statistics/?utm_source=chatgpt.com) **7) Why this isn’t fantasy.** * The **team** just changed in exactly the way a marketplace pivot needs. [GlobeNewswire](https://www.globenewswire.com/news-release/2025/09/10/3148276/0/en/Opendoor-Names-Kaz-Nejatian-as-CEO-Founders-Rabois-and-Wu-Rejoin-Board.html?utm_source=chatgpt.com) * The **macro** is finally blowing the right way (rates). [Freddie Mac](https://www.freddiemac.com/pmms/pmms_archives?utm_source=chatgpt.com) * The **model** already printed positive Adj. EBITDA in a rough quarter, proving it can work *at small scale*. [Opendoor](https://www.opendoor.com/articles/2025-second-quarter-financial-results?utm_source=chatgpt.com) Scale the mix toward capital-light fees and keep underwriting tight, and the market will happily pay tomorrow’s multiple on today’s slope.

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Hyundai put a pause on building their EV plant in Georgia.

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I’m no trillionaire, but Elon threatening to “fight or die” with the demographic that makes up a majority of the EV market seems to be a little regarded to me.

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EV tax credits gone soon, sales way...way...way down. Tesla stock up $15 so far today.

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As someone who’s owned a Tesla and tried to get solar only to find out they don’t install here (NYC wth?)… no idea why it goes up but paid for the Macan EV so idgaf anymore lol

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Don't look at PE ratio, It's a noob bait (EV is better, CF etc.). Shorting rapidly growing stock like PLTR is recipe for disaster.

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