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Technology Stocks : Tesla EVs - TSLA -- Ignore unavailable to you. Want to Upgrade?

To: Eric who wrote (26536)	10/22/2025 4:37:21 PM
From: i-node	1 Recommendation Recommended By longz Read Replies (1) \| Respond to of 26589

The CT is just not moving. A total sales dud. The equipment to work the stainless steel is very specialized and very expensive. You will not see Tesla manufacture anymore SS vehicles. The solution to the SS is wraps. It is a superior material and can be rehabilitated with variability. Consistently, CTs with common sense wraps look much better to my eyes, at least. The application of SS is not crazy and it certainly is a great material. I see a lot of wrapped CTs around here and they look fine. My wife hates it, says it is "ugly". Truth of the matter is it requires special tastes, and that is not where you want to be when selling cars. Don't rule out the possibility of profitability over time. It is easy to be misled by the models used by Ford & Chevy, were successful in a me vs. you competition. I don't like the CT, really. But whether to drop or continue the model depends on a lot of details you and I don't know anything about. Most importantly, when comparing vs. old-line trucks, it is important to remember the difference in the number of parts and the failure rates in the Tesla vs. the other brands. The Ford & Chevy (and other) models are reliant on selling replacement parts for their profits. Parts are very high margin (> 50%, often 70 or higher) vs 5 or 10% on the initial purchase. They LOVE parts sales. While on 10% of revenue, it is growing and lucrative business, yet contribute up to 40% automotive gross margin. Tesla can make minor improvements in the Truck that change its trajectory. Rounding sharp edges, reducing price targets, and promoting reliability vs. competitor attempts. Tesla continues to have a vast tech lead over Ford/Chevy, and will be able to capitalize on that for some time. That goes for future CTs as well. I could be wrong but I doubt Musk is going to walk away from CT this easily. Hummer Sales by Year 1992: 23 1993: 72 1994: 354 1995: 706 1996: 1918 1997: 2,084 1998: 3,951 1999: 4,449 2000: 4,463 2001: 8,458 2002: 16,462 2003: 35136 2004: 30,000 2005: 46,124 2006: 71,524 2007: 50,287 2008: 20,443 2009: 9,046 2010: 3812 2021: 12 2022: 2,029 2023: 3,260 2024: 13,994 2025: 9,647