The REAL Reason Tesla’s Stock Is Diving After Earnings

Written By Jason Williams

Updated January 10, 2024

Earlier this week, famed electric vehicle-maker Tesla reported quarterly earnings…

And let’s just say I hope you’re not a Tesla investor.

Because those earnings are shrinking despite slowly growing revenues, and this week’s report confirmed it without doubt.

TSLA Margins Shrink

Betting on Tesla is no longer a sure thing. It’s got competition. It’s being forced to cut prices. Its costs remain sky-high.

And if that weren’t enough, its CEO is moonlighting as “Chief Twit,” giving him little time to run things at his flagship enterprise.

There really couldn’t be a worse time for him to be so overextended, either, because it’s not just all those legacy automakers coming after his top spot…

The “Stealth” EV Market

There’s an entirely different kind of electric vehicle already on the roads, eating up Tesla’s market share.

You could even call them “stealth EVs,” because most people don’t even know they exist.

And new global emissions regulations are only going to accelerate the downfall of King Tesla and the rise of this new zero-emission fuel I’ve taken to calling “Blue Gas.”

Elon Musk is getting desperate now. And it shows. He’s already dropped prices on his most popular EVs.

And this week, he announced that even more price cuts are coming, despite the costs of doing business only getting higher.

He’s sacrificing what little profit the company’s still making in the hopes that it’ll keep him ahead of the competition.

But the thing is there is no competition in the industry where this alternative fuel is steadily gaining ground, not even from Tesla.

Not for the company advancing it, that is. Because this fuel, while it’s great for commuter cars like this Toyota…

toyota mirai

This fuel is PERFECT for the heavy-duty trucking industry. You know what I mean — those big 18-wheelers puking out black smoke as they haul all our Amazon packages from warehouse to distribution center.

Big Jobs Need Big Trucks

Those trucks need a very powerful fuel to drive a very powerful motor to get the tens of billions of tons of freight we rely on annually to market.

They need to be able to haul 40 tons per truck. And they need to be able to haul it for over a thousand miles in one go.

They need to be cost-effective for owners and efficient for operators. Slow to break and quick to get back on the road.

Currently, the trucking industry relies on diesel-powered rigs. That’s why you picture them belching out black smoke as they tear down the highway.

And there’s a reason we rely on that kind of truck: It gets the job done.

Those diesel trucks can go for up to 1,800 miles before they need to stop and refill their fuel tanks.

It takes all of a few minutes to refuel. And they regularly go 25,000 miles before even needing an oil change.

They cost between $70,000 and $150,000 brand spanking new.

And they have a lifetime of 750,000 miles. Some have even hit the million-mile mark.

Elon Musk thinks he can replace them with fancy battery-powered rigs designed by some art school graduate from Stanford.

But he’s sorely mistaken. And he’s finding out the hard way…

Back to the Drawing Board

You see, earlier this year, Musk’s company delivered the first of what it had imagined would be tens of thousands of Tesla Semi big rigs.

But it wasn’t received by the market the way a new Tesla vehicle usually is when it launches. In fact, most truckers and fleet managers were flat-out disgusted when they saw it.

Drivers don’t like it for several reasons. One of those is the design. It’s not designed to be convenient or efficient for the operator.

That’s because it was designed by someone who’s never worked an honest day in his life, though. Someone who's only ever seen a big rig from the outside as it rolled down the highway,

But they’re also not fans of the fact that the trucks can only go about 500 miles before they need to be recharged.

And the charging time is another “sticking point.” Remember, truckers are used to being able to refuel in a few minutes and get back on the road quickly.

But it takes an hour or longer to charge the massive batteries packed into a Tesla Semi. So they’ve got to sit and wait. Maybe they’ll take up knitting to pass the time.

And those massive batteries provide yet another sticking point, but this time for the fleet managers…

Lithium batteries aren’t cheap, in case you didn’t know. EV batteries alone can run you upward of $1 million on a truck that big. Then you still have to pay for the truck that goes around them!

And while diesel-powered trucks can go 25,000 miles before needing an oil change and hundreds of thousands of miles before needing anything more than basic maintenance, Tesla Semis are already breaking down on the side of the road.

It’s not a good look for the company that’s supposed to dominate the alternative transportation space.

But it’s a perfect scenario for the company that’s pioneering a zero-emission fuel that gives truckers everything they need and more…

All I Ever Needed

That’s because “Blue Gas” packs even more energy into a tank than diesel fuel — three times more power, in fact.

It comes out of a fuel pump just like diesel. And because of that, it takes all of a few minutes to refuel a truck and get back on the road.

shell filling station with zero-emission trucks

Once you fill the tank, you won’t have to stop for another few thousand miles. And you can pull just as much tonnage as a diesel rig.

It won’t set your company back over a million bucks. It’ll run for years without needing more than basic maintenance.

And it’ll create zero emissions as you haul that precious cargo down the road. The only thing you’ll leave in your wake is pure oxygen and water clean enough to drink.

That’s why it’s already taking market share away from diesel-powered big rigs AND battery-powered EVs in the commercial transportation sector.

That’s why it’s already powering trains all over Europe and buses all over Asia. That’s also why it’s powering tens of thousands of forklifts in Amazon facilities the world over.

That’s why those zero-emission big rigs are lining up to fill up with “Blue Gas” in that image above.

And that’s why I’m convinced that the company pioneering this radical shift in commercial transportation is poised to become even bigger and FAR more profitable than the poster child itself, Tesla.

Bigger Than Tesla

Remember, before the past year of missed estimates and falling earnings, Tesla was a TRILLION-dollar company…

And it had scored early investors an earth-shattering 25,480% gain, turning every $1,000 invested at IPO into $255,800 and every $10,000 into nearly $2.6 MILLION!Tesla peak gains chart

That’s impressive! But it’s nothing compared with what I’m convinced this challenger could do.

Because I’m convinced it’s going to muscle Tesla right out of the commercial transportation sector…

And then come gunning for the commuter vehicle market, too. That’s why I call the company leading the zero-emission “Blue Gas” charge the “Tesla Killer.”

I know it’s a little dramatic. But I really want to get my point across.

This company has designed a better zero-emission alternative for transportation than anything Elon Musk could even dream of.

And it’s going to be a MAJOR player in the growing alternative transportation market, no matter how far Elon slashes his prices.

Yet I’d estimate that nearly nine out of every 10 investors have no idea the company even exists, let alone that it’s publicly traded and ripe for the picking.

And that presents an opportunity for in-the-know investors — an opportunity I’d like you to be able to take advantage of…

So I’ve prepared a presentation detailing everything you need to know to confidently invest in the future of transportation and ride the wave of profits that’s all but guaranteed to come rolling in over the next few years.

I’ve done all the hard work for you. All you have to do is get the information and get invested.

To your wealth,

jason-williams-signature-transparent

Jason Williams

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After graduating Cum Laude in finance and economics, Jason designed and analyzed complex projects for the U.S. Army. He made the jump to the private sector as an investment banking analyst at Morgan Stanley, where he eventually led his own team responsible for billions of dollars in daily trading. Jason left Wall Street to found his own investment office and now shares the strategies he used and the network he built with you. Jason is the founder of Main Street Ventures, a pre-IPO investment newsletter; the founder of Future Giants, a nano cap investing service; and authors The Wealth Advisory income stock newsletter. He is also the managing editor of Wealth Daily. To learn more about Jason, click here.

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