48 Comments

You are the true investor! We all know we are Tesla stakeholders (owners), but very few would/could execute the basic/legal rights.

Expand full comment

Wow, das ist ein großartiges Statement, Alexandra! 👏🏼

Respekt, tolle Arbeit. 👌🏼

Expand full comment

We need more people like you Alexandra, to keep the balance!

Expand full comment

Excellent

Expand full comment

Tesla haters are everywhere. At some point they will not be able to ignore Tesla success!

Expand full comment

Great article, Good Job!

Expand full comment

1 niggle re "This year, sales of the Tesla Semi started". Started past tense is effectively wrong. Not sure even "this year" is correct as it appears "Musk later said not to expect new products to be delivered in 2022".

I would have expected more on the Tesla is not just like another vehicle brand, it is more like 6 businesses:

While many like solar, energy storage, insurances were addressed in the draft reply, it seems perhaps one or two were missed or not fully detailed:

1. Much more vertically integrated - they make a lot more of the parts.

2. Software - Tesla is clearly quite a software developer. Some mention of chip shortages and tesla avoiding much of the impacts by rewriting software to use other controllers. There is an AI line of pictures but I would have expected to see more written about this.

Expand full comment

Loved the gentle evisceration of Moody's analyst

Expand full comment

Thank you so much Alexandra! 🙏

I have been following your crusade for quite some time now and you are amazing in your logical thinking and reasoning. The TSLA community should give you a statue! 👏

Expand full comment

Majestic, brilliant. What a treasure.

Expand full comment

Alexandra is majestic

Expand full comment

Thank you so much for giving the world an additional opportunity... to be watching!

Closely so.

Expand full comment

Awesome work, lets see if Moodys is really aware that world is watching and act accordingly. If they are professionals they will need to leave behind any conflict of interest they may have.

Expand full comment

Spot on, loved reading, time will tell as the world is watching...Well done

Expand full comment

Tesla is past the point where they need their stock to raise working capitals. They have no debt and is amazingly profitable with a long waiting list and factories ramping. Elon is probably happy if their stocks go to zero but their sales is still soaring because it means that he can now take Tesla private again.

Expand full comment

Simply .. delicius :)

Expand full comment