Thursday, 23 October 2025

“These earnings calls always make me so optimistic”| Ale𝕏andra Merz on TSLA

We are long $TSLA and will always be. As long as I'm alive we won't sell a single $TSLA share. 

Its future is bright. 

Alexandra Metz is a long-time Tesla bull, extremely knowledgeable in its company structure and financials. 

You can follow her and other Tesla Bulls on Brighter With Herbert blog, of Herbert Ong.

I've also written about the Tesla Bears, here. They’re the Short sellers. But do note: 

Tesla Shorts are losing Shirts.
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ADDED: but the Shorts do add to the vibe against Tesla, because "Elon Bad". And "Elon Bad" because he likes Trump. And Trump, of course is "Orange Man Bad". Hence despite a huge earnings call, with record *everything* -- cash flow, free cash, vehicle sales, energy sales, car deployments, Robotaxi -- despite all this, the stock dropped. Prob cause of FUD on Tesla. Driven by desperate Shorts. See this post by Steven Mark Ryan.

Added (ii): Tesla R&D alone, this one company, is nearly TWICE the R&D of the Australian government. It is half of the total Australian R&D. On a per capita basis Tesla spends nearly 100 times per capita of Australia's R&D expenditure. No wonder then that people like me, an Aussie, spend more time looking at the US than at Australia. America is where it's at. End of. 
Of course there's China. But it's opaque whereas the US is transparent. That's the difference there. You can't really do analysis of China because its Marxist Leninist government is so pathetically paranoid it won't tell you anything of what's going on. End of...