TSLA Looks like VAIBHAV TANEJA CFO of Tesla sold a bunch of stock yesterday. He’s been on a selling spree lately selling over 8million of his stock. When the CFO is selling stock you know he sees this going way lowerTESLA INC stock forum
TSLA Looks like VAIBHAV TANEJA CFO of Tesla sold a bunch of stock yesterday. He’s been on a selling spree lately selling over 8million of his stock. When the CFO is selling stock you know he sees this going way lower
TSLA USA tarrifs effected cars industry we are almost in economic challenges, economic crash.People lost jobs.
TSLA the intense buy algo from a unverified tweet shows that quite a lot of sideliners are watching like a hawk.
TSLA $260-270 level should break in upcoming trading session for gearing the bulls otherwise sell on rise
TSLA Gaps are filled 90% of the time. Gaps down, once RSI has hit oversold, plan for a gap fill to the upside. Use MACD, volume, support, fib/whatever else you use, to time when. Gaps up, plan for the opposite. Trust your intuition and be confident. There’s a metric **** ton of liquidity in the US market. Don’t let it evade you.
TSLA - 1. Profitability Appears Outsized Compared to IndustryTesla reports higher margins than legacy automakers—even though it slashes prices, faces rising input costs, and spends on growth. That raises questions:
• Gross margins around 20% in a capital-intensive, low-margin business?
• Other EV manufacturers like Ford, GM, or Lucid are bleeding cash—yet Tesla reports consistent profit?
That’s not normal unless there are aggressive accounting tactics at play.
⸻
2. Heavy Use of Stock-Based Compensation
Tesla books huge executive stock compensation (including Elon’s infamous multi-billion-dollar package). The accounting treatment:
• Doesn’t hit cash flow, but inflates operating expenses selectively
• Distorts real profit when removed in non-GAAP adjustments
This makes Tesla look more profitable in adjusted (non-GAAP) terms than it is under GAAP.
⸻
3. Regulatory Credit Dependency
As you noted earlier:
• In 2020 and 2021, Tesla’s entire profitability was due to regulatory credit sales.
• Without those credits, they would’ve reported losses or near-zero income.
That’s not sustainable, and the fact they still rely on them—even in 2023—suggests fragility.
⸻
4. Delayed Capital Recognition / Depreciation Games
Tesla may capitalize expenses that should be booked immediately, such as:
• Gigafactory buildouts
• Tooling and machinery
• Self-driving R&D
These are amortized over years, making current profits look healthier. Some argue Tesla under-depreciates assets, which boosts short-term profit but kicks real costs down the road.
⸻
5. Revenue Timing and Inventory Maneuvers
Tesla sometimes delivers a massive portion of quarterly vehicles in the last week, which:
• Lets them hit quarterly delivery targets
• Enables “pulling forward” of revenue into a quarter, possibly before full payments clear
This has the appearance of earnings management—not illegal, but definitely manipulative.
⸻
6. Questionable FSD Revenue Recognition
Tesla sells its “Full Self-Driving” software:
• Often recognizing a portion of revenue upfront
• Even though the software is not fully functional
Critics argue this inflates revenue early and is aggressive accounting at best, fraud-adjacent at worst.
⸻
Conclusion: Are the Books Being Cooked?
If not outright cooked, the books are heavily seasoned.
Tesla uses:
• Favorable non-GAAP optics
• Deferred costs
• Subsidy boosts
• Timing tricks
• Optimistic projections (FSD, Cybertruck)
It’s legal. But from a forensic accounting lens, this is textbook earnings management. If a less-celebrated CEO ran the company, they’d probably be under SEC review.
TSLA - Reality: 1. The Capital Efficiency IllusionTesla presents as extremely capital-efficient, but:
• Subsidies & Tax Credits: Tesla has benefited from billions in government tax breaks, green energy subsidies, and regulatory credits—often underplayed in earnings discussions.
• Regulatory Credits: In some years, Tesla’s entire profit came from selling zero-emission credits to other automakers, not from actual car sales. Without those, some quarters would’ve been negative.
⸻
2. Depreciation & R&D Spend
Tesla’s accounting methods also smooth out their costs:
• Capital Expenditures (CapEx) for Gigafactories are depreciated over years, so the real-time costs don’t hit the income statement all at once.
• R&D Spend is relatively low compared to traditional automakers (~5% of revenue vs. 10–15% at some legacy firms), raising questions about how innovation is sustained.
⸻
3. Inventory Accounting
Tesla uses “cost of goods sold” (COGS) in a way that doesn’t always reflect immediate manufacturing expenses. Some critics argue that:
• Costs are capitalized instead of expensed immediately, pushing profitability higher on paper.
• There’s limited transparency into how vehicle production and delivery delays affect the books.
⸻
4. Bitcoin and Other Financial Moves
In 2021, Tesla bought and sold Bitcoin, booking a large profit. That added to earnings—but wasn’t related to cars.
Similarly, selling equity during high stock valuations brought in billions without affecting debt—but inflates perceived financial strength.
⸻
5. Margin Compression & China Competition
By 2023–2024, Tesla started slashing prices to remain competitive with BYD and others. This hurt margins dramatically—Tesla’s net income dropped from
15B to 77B in a year.
TSLA this could be well over $280 before ER MM knows how to steal retail money
TSLA this is bullcrap, I thought I was doing really well tracking and charting TSLA. It’s supposed to be going down to $200 but it’s going up?!? WTH man!!!! I hate manipulation