TheTalkingMule
Distributed Energy Enthusiast
Not a peep on CNBCs mobile front page, barely a comment from Bloomberg. LOL
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I think it could even be both. But I side with DaveT's explaination a bit more, since part of the short thesis has been that TSLA is going to fail, and the Model 3 shows that it will not.Meh. He’s not to be believed until he’s long TSLA for the next 10 years regardless of what Tesla does or does not do. Until then he’s a backstabbing piece of crap. He doesn’t even have any honor among thieves.Here’s the thing about Citron and Andrew Left. This is one of the biggest defections we have ever had in the TSLA short world. He’s not just a TSLA short who’s become a TSLA long. Rather, he’s an ideological TSLA short with a large following who’s become a TSLA long. This is important to note, because it is exactly this kind of defection that is needed to mental the shorts. In a way, one of their leaders need to jump ship to the other side in order for others to do the same.
In war language, this is one of the top generals of the enemy who didn’t decide to commit suicide, but rather he decided to join the other side because he says the other side is going to win and it’s obvious.
More thoughts on this, DaveT on Chatstarter: "Has Andrew Left just started a mass exodus of..."
And here we are at the old battlefield my friend.. 292.5$.
Remember S&X cells are 18650 and still come from Japan. I don’t think the 18650’s have the same constraints that are happening in Nevada at GF1I thought battery supply was fixed though...maybe this will just allow them to reduce worker costs and increase the margin.
Yeah, I guess I would feel the same if I wasn't living here.Well, yes.
For some reason, I have a sort of generic professional admiration for skill, even when it's skill in thieving, lying, market manipulation, seizing power, or even being bloodsucking parasites. (The tricks of some ticks are so impressive.)
I don't know why, I just admire the professional competency, even when I condemn the morality. (I can admire Orban's tactical skill while condemning his, um, fascist dictatorship.) I suppose this is the same feeling that makes people watch heist movies? I like heist movies.
What great news to wake up to! Lots of green! After all those days of red.
Congrats to all of us! The tide is turning
Seems short are slowly capitulating.
Technically, they're in China. BYD, Geely, SAIC/Roewe, BAIC.
Yeppers. Though VW and BMW both have a chance of turning it around. Everyone else seems way too far behind...
dunno. but i think some shortz are sampling DEPENDS today.Thoughts on testing SPARTA today?
Aw, ****, I'd sworn I wasn't going to make my Tesla investment any larger... I would have sold those... Oh, OK, I missed that opportunity. Phew....
It’s not his analysis, though. It belongs mostly to Zach.
VWUSA are simply having supply issues with the e-golf due to international sales going up significantly. But, VWAG has said they will build an E factory in NA in 2019 (not that it helps 2019 sales or 2020 much for that matter). but, the fact that so many cars in the VWAG are going to be using the same MEB platform for drivetrain, battery, motors, control systems tooling up a factory isn't anywhere near as difficult as for a new platform entirely. I think they plan to move all their NA E-golf and A3 e-tron production to NA soon.I admit I don't have the citation handy, but the last I saw from Audi was that they would begin producing units in 2019 if there was strong demand. Depending on how fast they can actually ramp production up, that seems to me deliveries in 2020 at the earliest.
But the Audi e-tron was what you were thinking of?
[edited to add: somehow missed you tossing in the e-golf (really? the one that sells in the double digits? that hardly seems relevant to, well, anything). The A3 is more notable than the eGolf, but barely so (they are on track to sell fewer units than last year). I do agree the M3 won't be breadcrumbs as it is the top selling EV, but it isn't european...]
Says the guy working for said "electric vehicle promotional website".Sorry, been off for a while due to trip to Brussels for EV conference there, but gotta love and gloat about this:
Tesla short seller reverses course, bullish on Tesla, and references CleanTechnica sales charts.
Short seller who is suing Tesla changes his mind: 'Tesla is destroying the competition'
Still suing Tesla. smh
But good to see some of these people waking up to the promise of Tesla and CNBC willing to publish about it.
Quick question,
Since we are above +10% does that trigger some sort of restriction on short trading? Just wondering how bad this could get for those ‘poor poor helpless’ shorts blindly following Citron in the past.
Not at all questioning any of that. But you’re living in dreamland if you think this guy will stay long from here on out. He’s a scumbag. He’ll go short again at some point, mark my words. His spots haven’t changed, he just put a coat on.
Thoughts on testing SPARTA today?