notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 26/03/2025year-to-date is still a drop, but less dramatic 160
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 13/03/2025Monday was the low point this week, small bump since then. Some large investors are buying the dip, but analysts still advise to sell. Closed at $248 yesterday. You know what to do! Our target is < $114! The protests are working. Keep going! #TeslaTakedown www.marketwatch.com/story/teslas... 060
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 06/03/2025This would nullify a lot of the arguments before the courts to get funding restored. They didn't grow a pair, they adjusted tactics to better facilitate the plans from Dear Leader. Another article on it: rollcall.com/2025/03/05/g... 031
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 05/03/2025An interesting article by Alison J. Ayers: journals.sagepub.com/doi/full/10.... 000
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 12/02/2025From Rep. William Timmons 100
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 11/02/2025Look at the spineless drivel that GOP reps write ... 420
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 11/02/2025Here is the kind of non-answer weakness you hear back from republicans, for the record and so there are examples outside the dems we are hoping will step up... 000
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 11/02/2025Here's an example of the kind of bullshit you get back contacting a republican in congress when you ask them to consider the needs of their constituents... They also make sure to set the email up in a way that you can't reply to it. 000
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 04/02/2025Senator, you are being made obsolete. We need all of congress to get up to speed with these sorts of risks... 000
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 04/02/2025Things like these posts are what's scariest to me right now... 010
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 04/02/2025@marcelias.bsky.social @aoc.bsky.social @sanders.senate.gov @raskin.house.gov @democracydocket.com @chrisgeidner.bsky.social What is the defensive move here?? 000
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 03/02/2025Here's the answer I got ... 000
notreallyhereshhhh.bsky.social @notreallyhereshhhh.bsky.social · 28/01/2025Yes, women deserve appropriate healthcare and should already be receiving it ... but seems this new bill in the House was really written just to sneak in the highlighted bit ... Smells like Project 2025. @aoc.bsky.social , you seeing this? Women's healthcare shouldn't have these strings attached. 100
![“At a minimum these protests are likely having an adverse impact on store traffic, and could be impacting consumers’ willingness to buy,” Jewsikow wrote. “While the protests could prove fleeting, we believe that protests and partisanship are having an impact on demand, a change from our prior belief that politics were not having an impact on sales.”
He’s also concerned about declining profitability on the EVs that are sold, as there are signs that consumer demand is becoming more sensitive to price, which labeled demand elasticity.
Jewsikow said the 1.2% increase in prices in the first quarter resulted in a 26% decline in demand, which puts demand elasticity at its worst levels since the EV price wars of 2023.
He is expecting quarterly price cuts of 2% for the rest of 2025 but doesn’t believe that will be enough to lead to delivery-volume growth.
There is also concern that one big expected positive catalyst, the launch of a commercial robotaxi fleet in the next few months, will be “underwhelming” in terms of scope.
“While we appreciate excitement around robotaxis, we believe the stock is reaching a breaking point, where numbers start to matter — based on our current model [Tesla] has little room left to reduce price before [free cash flow] flips negative,” Jewsikow wrote.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:wujhmb6hotfj2iqdvu7kyvjl/bafkreigkqmwucvql3fnknqoh63e3cp7pvcqs3q3mndpdkwykjdvh7axmsq)
