Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[2daMoon]

Yes I think you are correct not to throw the baby out with the bathwater, by labelling anyone who post anything that's not Uber Bullish as a troll. I have been guilty of that to some extent but will be more attentive going forward.

Still, there will always be people with a predilection for negativity who aren't necessarily a troll with intent to disrupt for some ulterior motive.

This makes it very challenging for mods to correct for. An AI mod might someday be able to correlate and isolate troll behavior, and encourage actual negative-nancies toward a more balanced perspective.

For now, this level of moderation is well beyond the scope of volunteers hoping to stem the tide of the growing imbalance in this forum.

 

[SOULPEDL]

View attachment 1045315

I will go with "NO ACTION" on this one.

That's all I needed to know, thanks buddy!
Added 25 more, looks like a legit TSLA sale!

 

[Doit]

I have been on this thread for a while and have read every post for years. I posted here for a while until the mods complained about the number of posts and said not to post unless there was new information to share. I stopped posting so I would not add to the growing number of posts. I thought I was doing my part to be helpful and compliant.

I learned so much from some of the excellent participants on this forum that have come and gone. This used to be the place to go to get facts about Tesla and TSLA. I truly enjoyed spending hours each day reading every post and contemplating long term investor strategy. I made it a point to leave feedback as my way of participating.

I am sad to say that I will no longer be reading this thread. It has turned into a safe haven for traders, shorts, and trolls. Mod policies support this. It is no longer worth the time to wade through post after post of negativity and complaints about Elon. The same nonsensical posts over and over again by the same traders, shorts, and trolls. It’s too bad because I miss the thread this used to be. I will also no longer financially support TMC.

Wish all of the friends I have made here the very best. Let me know if this thread ever becomes useful again.

I am sad to say that I will no longer be reading this thread. It has turned into a safe haven for traders, shorts, and trolls. Mod policies support this.

Exactly why. And a certain mod insists you replying to every post you , which is basically a policy of positive feedback loop to trolls. Nice work, mod!

 

[EverettRuess]

Never seen anyone say that before, got any examples?

What I have seen recently is lots of really good contributors leaving the thread due to the incessant negative FUD being posted then users trying to argue against it when it's clear the person is just posting any old negative story with no checking. Used to be dealt with better, wondering if there has been a change in the people doing the moderation or someone has an agenda, no idea just very strange.

If you think there are no Trolls on here then I've got a bridge to sell ya!

StarFoxDown

 

[FreqFlyer]

That’s why most of us have put him on ignore. The first person/bot I’ve put on ignore ever. Unfortunately I can still see all of the reply's to it. We can self moderate and kill all of these trolls if we have some discipline. I fear the trolls are winning though and a lot of long time members are losing interest in this forum.

Where else are they going to go to discuss Tesla's financial news in technical detail? Reddit? Facebook?

Q2 numbers, RT 8/8 and Model 2.5 debuts...............They will be back and the trolls will retreat. Trolls abhor positive news and a positive environment.

 

[2daMoon]

Teslarati confounds me with their reporting on the BYD Shark pickup.

"The BYD Shark was pitted against electric vehicles like the Tesla Cybertruck and the Ford F-150 Lightning. However, the BYD shark will be a plug-in hybrid electric vehicle (PHEV) ..."

The author, who usually does a good job, painted this product as if an Apple and an Orangutan could be pitted against one another in a comparison.

 

[nativewolf]

It’s also true that for many the thread had been an unwelcoming place for years and many who COULD have contributed took one look and scrammed. This was sometimes marveled at on other TMC threads more tightly focussed on specific Tesla topics, like I dunno, something technical with Model Ys, battery stuff, whatever. People just shaking their heads and describing an atmosphere like walking into McDonalds and seeing the only available table was beside four Old Regular codgers saying the same pissy stuff to each other they do every morning.

If someone uses the disapproval thumbs down as a primary means of expression, and they trade daily in conspiracy theories and endless talk of FUD and shorts and being quick on the draw with labelling “trolls” it’s hard to see how they are making the discourse worth diving into.
Think about the MODs and how much of that they have had to deal with not just every day but often every hour, and what that would do to you to have to marinate in it like that.

In fact the best posters did scram, karen, petit, accountant, etc etc I could go on and on. If some other company does X it's stupid, if Tesla does it it's brilliant. Reuters hates Tesla and reports lies and then crickets when then are in fact correct about a news story. None of the sunshine pumpers that behaved crudely and aggressively ever post back, hey...well I was wrong Reuters clearly had done homework and yeah...I was wrong. Never ever do that say that. Story about Mexico is just the latest. No bad news story can ever be correct and no good news story can ever be incorrect. SMH

 

[scaesare]

I have a friend that has been working at Tesla for a while now and he shared an email Elon sent regarding layoffs, hardcore, etc. I did not post it on here because mods might remove it for being inappropriate or what not.

TL DR: He wants people to put in 80 hrs and if they are not willing to ditch their personal life for the mission, they're out. Company wide ban on frivolous activities, and third, any complaints about the new initiative, they're out. Lastly, he mentioned that tesla cannot afford to carry any dead weight which is why the SC team was let go.

It does seem that Elon feels like there's some threats, be it competitors, market conditions, external special interests, etc..., on the horizon and he's getting in to battle mode.

I hope the "frivilous activities" thing doesn't imply folks can't let off steam. If you are working them 80 hours a week, they need to be able to have a Nerf gun war at 2am...

 

[CitizenKane]

It’s also true that for many the thread had been an unwelcoming place for years and many who COULD have contributed took one look and scrammed. This was sometimes marveled at on other TMC threads more tightly focussed on specific Tesla topics, like I dunno, something technical with Model Ys, battery stuff, whatever. People just shaking their heads and describing an atmosphere like walking into McDonalds and seeing the only available table was beside four Old Regular codgers saying the same pissy stuff to each other they do every morning.

If someone uses the disapproval thumbs down as a primary means of expression, and they trade daily in conspiracy theories and endless talk of FUD and shorts and being quick on the draw with labelling “trolls” it’s hard to see how they are making the discourse worth diving into.
Think about the MODs and how much of that they have had to deal with not just every day but often every hour, and what that would do to you to have to marinate in it like that.

I used to refer to TMC as a great source of knowledge beyond what was reported by public sources and I refuted the idea that it was just a fan club. Increasingly it seems to be a place where you just post whatever supports your investment thesis, whether bull or bear and particularly the ultra bulls seem annoyed that all are not as enthusiastic as they are. I am willing to confess that I haven't contributed much real new facts or analysis but I would ask all to provide more news than views, whatever your opinion about TSLA as an investment.

 

[DarkandStormy]

With posts like this, it might help your case if you add some of your own words to explain

I would ask all to provide more news than views, whatever your opinion about TSLA as an investment.

Damned if you do, damned if you don't.

 

[FreqFlyer]

It does seem that Elon feels like there's some threats, be it competitors, market conditions, external special interests, etc..., on the horizon and he's getting in to battle mode.

I hope the "frivilous activities" thing doesn't imply folks can't let off steam. If you are working them 80 hours a week, they need to be able to have a Nerf gun war at 2am...

I am curious which teams are working 80 hours a week. My guess, the FSD and Model 2.5 teams.

 

[UkNorthampton]

Uk new cars, ice/ev demand discounts, tesla competition...

I get regular emails for new car discounts. Hadn't had one for a while.

Latest is interesting. To me it shows higher EV demand / lower ICE demand and more brands/dealers trying to sell via this discounting method than I previously remember.

Out of 70 models/deals only bmw ix1 is an EV, discount is 11%.

More BMWs, Hyundai, Kia, Honda, Mazda than ever before.

Always lots of Audis but no EVs discounted (often there are one or more eTrons, not this time) 7 to 24% discount.

Bmw 9.5 to 14.5% discount

Ford 12 to 16.5% including Ford Ranger. Rare vehicle in UK.

Honda 12.5 to 16%

Hyundai/kia 9 to 16.5%

Mazda 12.5 to 14.5% including new model mx5 (Miata?)

Approximately half of the models are VW group, Audi, Cupra, Seat, Skoda, VW. None are EVs.

Presumably UK VW group dealers are selling all their allocations of EVs using conventional methods.

 

[Drumheller]

I joined around the same time you did. I don't think the average quality of posts 'declining' is fair. Between 2018 and 2021, Tesla became the most valuable auto manufacturer in the world and the stock jumped ~20x. I used to post charts showing TSLA passing the other OEMs and charts showing how the Model 3 and Y were coming to be top 10 vehicles sold worldwide, including ICEs. Now that the Y is the top selling vehicle in the world, there's no need for sharing that info any more, it's moot. It was easier to be a bull in those days

Since - oh, the Twitter purchase anyone? - the last two years, TSLA is down ~40% while the market is up about 25%. That's basically terrible performance, no matter how you rationalize it ("but it's not Tesla's fault!!", yes, yes, much of it is Tesla's / Elon's fault IMO), and worthy of some investor HODLer frustration. I'm not saying we should all be bears now - I'm very excited by Optimus and energy (less gaga-convinced about FSD - show me the money). But you can't fault us for not spouting more rose-coloured posts. It ain't 2020 anymore, friend.

Stick around for the eventual Overture, eh? It'll be sweet, oh so sweet.

What has happened to Tesla since 2021? Continued rapid growth and innovation. I propose that your perception has been influenced by media outside of Tesla. Or please share how Tesla's growth has been different over the past 30 months as compared to the 2018 to 2021 period.

 

[DarkandStormy]

Most of the premarket drop (presumably brought on by Reuters re-reporting their October 2022 story) has evaporated.

 

[Matias]

Elon is now bullish on FSD

https://twitter.com/x/status/1788028272628097460

He has been since 2016.

 

[FEERSUMENDJIN]

Shouldn’t German production be going “balls to the wall” to make up for two weeks shutdown during the arson event?

Germans only want to buy diesels.

 

[SOULPEDL]

Uk new cars, ice/ev demand discounts, tesla competition...

I get regular emails for new car discounts. Hadn't had one for a while.

Latest is interesting. To me it shows higher EV demand / lower ICE demand and more brands/dealers trying to sell via this discounting method than I previously remember.

Out of 70 models/deals only bmw ix1 is an EV, discount is 11%.

More BMWs, Hyundai, Kia, Honda, Mazda than ever before.

Always lots of Audis but no EVs discounted (often there are one or more eTrons, not this time) 7 to 24% discount.

Bmw 9.5 to 14.5% discount

Ford 12 to 16.5% including Ford Ranger. Rare vehicle in UK.

Honda 12.5 to 16%

Hyundai/kia 9 to 16.5%

Mazda 12.5 to 14.5% including new model mx5 (Miata?)

Approximately half of the models are VW group, Audi, Cupra, Seat, Skoda, VW. None are EVs.

Presumably UK VW group dealers are selling all their allocations of EVs using conventional methods.

Any sense it's the same outside the UK? How's your economy for large ticket items compared? Were these inflated prices to start.
Maybe the car guys on Youtube have something on this. They've been saying deep cuts are coming, days inventory is still high and sitting on '23 models all over. I wonder what month is the absolute cutoff point for them to never ever have last year's inventory. Seems like that time is upon us now.

 

[JusRelax]

Elon says that FSD v12.4 will probably start rolling out next week (my own guess is that it will probably be the week after)

https://twitter.com/x/status/1788226284104851835

 

[phantasms]

Elon says that FSD v12.4 will probably start rolling out next week (my own guess is that it will probably be the week after)

https://twitter.com/x/status/1788226284104851835

Mind blowing?

 

[DarkandStormy]

https://twitter.com/x/status/1788205030576627888

Tweet is not entirely accurate - there are three job postings in the U.S. (one is an internship), about 25 postings in Germany, and three internships in the Netherlands.