Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
fly4dat Profile picture
@fly4dat
Sep 21, 2020 • 8 tweets • 3 min read • Read on X
weekly 🇪🇺 UPDATE

♣ID.3 already outselling #Tesla in NO🇳🇴
♦️Still close to 1k public inventory (poss. many more)
♠Very weak NL, NO, okay to good SP, IS, poss. strong DACH
♥VW gives details about its Blitzkrieg vs Tesla

🃏T not cooperating with Norwegian Police

Image
"What competition?" Norway🇳🇴 edition, vol Sep #3.

LUX: strongest SuX this year, still nowhere vs '19 let alone '18 levels. EQC and E-Tron SB take it home.

MID: despite poss. strongest M3 this year, YoY comps are sad and ID.3, Polestar, Hyundai & MG crushing it.

Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with fly4dat

fly4dat Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @fly4dat

fly4dat Profile picture
Aug 28, 2023
1/ The shipping window has closed, no Chinese ship departing after today could arrive in Europe on time for Q3 deliveries. Let's sum up where we are. $TSLA Image
2/ It is likely that we are ending Q3 with 7 ships from Shanghai, carrying M3, MY RWD and all RHD MY (UK). 1 of them went to the UK, the rest to Continental Europe. This compares to 14 total in Q2, of which 5 went to the UK.
3/ This means that the UK likely has the most serious demand problem, despite the 5-10% discounts, 0% APR financing with $0 down, and lots of demos with high discounts and 1-200 miles on them. There are still tons of cars in inventory, including M3.
Read 8 tweets
fly4dat Profile picture
Aug 25, 2023
24h $TSLA summary:
- @TroyTeslike lowers his Q3 est to 451k, down 3.5% QoQ
- NHTSA is about to conclude its investigation into AP/FSD soon
- DOJ sues SpaceX for discrimination
- more US MY discounting
- used prices plummet
- VW has better powertrain
- Funding secured payouts
Read 9 tweets
fly4dat Profile picture
Feb 22, 2023
1/ $TSLA bulls are expecting a Model 2 announcement (not even an unveil) in March that will save Tesla.

Even if it doesn't get delayed by 4-5 years as CT, there is one thing that bulls don't understand: competition.

$TSLAQ
2/ Model 3 created a market of its own (sporty acceleration with cool UX cheaper than a MS). Model Y was a bit late but since others still can't meet demand, there was space for it outside the US, and in the US, it's still mostly uncontested.
3/ However, things are changing. Dismal Tesla numbers in China show that competition hasn't only arrived but is winning, mostly BYD but others take share from Tesla too. Tesla now has 5% market share in China, compared to mid-double-digits not long ago.
Read 8 tweets
fly4dat Profile picture
Feb 21, 2023
Terrible, and trending down (1-quarter trendline). A collapse of 11.3% from 3 months ago, despite ~30% combined price cuts since.

You'll see the same in Europe.

It's over. Biden can give Musk another $6B/yr, that won't save the co.

$TSLA $TSLAQ
Bad, worse, Tesla

When BYD sells almost 6.9x as many as you do, and GAC Aion beats you too...
Read 6 tweets
fly4dat Profile picture
Feb 4, 2023
1. Musk has settled with the SEC in 2018 bc "banks would have cut off financing and Tesla would have died".

2. Musk hasn't lied by tweeting "Funding Secured", because he could raise any amount of money and had lots of his own, for example in SpaceX.

Some ppl have it both ways.
1. That's what he said after having settled with the SEC. "No admission of guilt, but if I hadn't settled, the consequences would have been deadly for Tesla. Banks would have cut off credit lines and Tesla would have died" (not word by word, anyone can look it up)
2. In the current trial, Musk and Spiro went great lengths to prove that Funding was indeed secured but he could've raised any $$ elsewhere, including selling from his SpaceX stake.

This was to prove that "Funding Secured" wasn't a lie, while it shouldn't have been re-proven.
Read 13 tweets
fly4dat Profile picture
Feb 3, 2023
If the jurors in Musk's Funding Secured case could learn implied volatility from a lawyer in a few minutes and hence award damages to the Plaintiff, my faith in humanity will dramatically change.
If only I could reply to Spiro's self-contradicting BS
Gonna call him Tweeting Monster from now on.
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(