TSLA: It’s Positioning Instead of Playing the Car Game

ShayBoloor
04-24

1.

$Tesla Motors(TSLA)$ is no longer optimizing for volume, ASPs, delivery targets or even margin discipline. It’s not playing the car game. It’s positioning.

It’s not even a stock. It’s a leveraged call option on whether Tesla becomes the operating system for real-world AI.

If it works -- it’s a 10x.

2.

What’s, more, BESSENT SLAMMING MUSK FOR “OVERPROMISING AND UNDERDELIVERING” ON DOGE IS SO FREAKING WEAK

Because this isn’t really about whether the $160B in reported savings is precise to the decimal. It’s about how Musk is doing it. He’s not tweaking. He’s bulldozing. Canceling contracts. Slashing headcount. DOGE isn’t a policy initiative -- it’s a system rewrite.

And that’s exactly what makes Bessent’s attack so petty. Of course the execution isn’t perfect -- no one’s ever tried to strip down the federal bureaucracy in real time, under public scrutiny, with a playbook built as it’s being run.

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