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>> Since Tesla employees are unhappy, a lot of them are demonstrating flaws with Tesla's manufacturing process, potentially in an attempt to strongarm their bosses into getting better pay or unionization prospects

This seems like a pretty big/dangerous jump to make with little-to-no evidence.

>> In any case, Elon Musk's 20,000 Model 3 manufactured per month target for late 2017 is incredibly late (See: https://twitter.com/elonmusk/status/881757617416056832). A lot of Tesla bulls don't seem to care however and continue to throw money at the company.

I really hate that Musk publicly underestimates the amount of work and deadlines in this process. It's especially annoying for me because I've worked for people who publicly underestimate and it put way more ridiculous work on me and my coworkers.

That said, I also hate this "fraud-boy" FUD. I think Tesla could eventually pull this off. The ramp will obviously be slower than what Musk expects. I, like many bears, take what Elon says with a grain of salt. But cars are rolling off the production line. At this point, the Model 3 is now the best-selling EV in the US. (https://www.bloomberg.com/graphics/2018-tesla-tracker/). Tesla has proven itself with the Model S. People in general love the cars. Tesla will get there, and I think that's why bulls are holding.

> This seems like a pretty big/dangerous jump to make with little-to-no evidence.

Sorry for the lack of evidence.

https://www.usatoday.com/story/money/cars/2016/05/19/united-...

https://www.mercurynews.com/2017/02/09/tesla-worker-long-hou...

But its no small secret that pro-union forces are also in this whole mess. I've got no skin in the game, but its clear that the UAW union wants to unionize Tesla's workers.

The UAW rallying pro-union forces of the Tesla workforce is just... how politics works in the USA. Its going to happen.

I'm overall a Tesla Bear (but I have no real money on this bet, its just my unfathomed opinion). But when I read Tesla news stories, they're either complaints about the workforce (which I generally judge to be from pro-Union forces), or complaints about Tesla's financials (which I judge to be from Financial bears).

That's all I'm saying: keep an eye out for the union pieces. They may or may not be "correct", but there's certainly an agenda that is being pushed here.

> Tesla isn't even at 2000 cars a month

https://www.bloomberg.com/graphics/2018-tesla-tracker/

Current rate of 700 cars/week * ~4 weeks/month = ~2800 cars/month.

Also, Model 3 sales estimates for Feb were 2,485: https://insideevs.com/monthly-plug-in-sales-scorecard/

How are either of these numbers okay against the 20k estimate due to land 2 months prior? I'm confused. They missed the target by slightly less than an order of magnitude. That doesn't sound great to me.

I'm just wondering how that's a good thing, it sure doesn't feel like it to me. It honestly sounds like me explaining to my family how I'm pulling my shit together. Sure, I haven't quit drinking or found a real career yet, but I went to the grocery store last week, and that's pretty good, right?

I'm exaggerating, but citing numbers that are perhaps factual but not much better than the hyperbole doesn't a convincing argument make.

If you want to argue like people do on stock shorting forums, please keep it there. I literally only wanted to provide an additional datapoint about measured sales.

I'm not shorting this. Just trying to figure out a universe in which it makes sense, that's all. Have no dog in the fight, but I have to say that you're representing an idea that no longer exists.

You made up whatever idea you think I'm representing -- the idea that I'm actually advancing is that February sales were 2,485.

You hit the nail in the head, on what's evident to anyone who wants to see. But I expect some people are so intent on Tesla succeeding that they don't want to see...