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Maybe, but didn't Elon say that marriage is 100% automated, and everyone has said that GA4 is 100% manual so those facts don't reconcile.
Edit: OK, Elon didn't say that Lars Moravy did:
Do you have link(s) to the videos of that? Do we have confirmation on when those videos were actually taken?
Are they also showing videos of the skateboards being fork-lifted into GA4? Or where are they coming from? (I doubt they are building the skateboard in GA4 with all the welding and such.)
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Hogfighter
Professional Lurker
Here's my take on this week’s action. Elon taunted everyone with ‘short burn in 3 weeks’, so weak longs decided to buy, and weak shorts closed their positions.
When then numbers came to light, they were very good* (The asterisk is for the extra effort required to make the numbers, leaving doubt as to whether it is sustainable). There were also no white swans released by Tesla (yet).
The weak longs saw that this wouldn’t be enough for a short squeeze, then all shorts (both weak and long) know that the whales are on vacay this week. Smelling blood in the water, they pounced.
Somewhere around here on Twitterverse.
They showed the painted bodies without doors on the travel frames being hauled to GA4. So body line and paint are completed along with de-dooring.
I think the original line(s) do have auto marriage, but there is not requirement for it to be done that way, a lift and good alignment or a slide table is all that is needed. Haven't seen the skateboards, but they are may be on the same type fixtures as the automatic line, unless those are integrated auto-carts.
ValueAnalyst
Closed
Marriage is likely 100% automated on GA3, but 100% manual on GA4.
dc_h
Active Member
I was reading Ray Dalio’s book, Principles, and he talked about his surprise when the market rallied the day after the USA abandoned the gold standard. It was inflationary and would hurt stocks in the long run, but the market responded positively. The 1070’s would be very bearish for the decade, but the market is weird and seems to respond as if it were Opposite Day. I thought it might drop, not this much, but I think this whole situation will make Tesla stronger and make the eventual bounce and run stronger.
Anyhow, sell the news is the short answer. Once this kurfuffle is over, we can start rising on rumor of 6000mand 7000. News that would help would be 25,000 July Model 3 deliveries. Tesla energy getting 5 billion in sales might help and a surprise reveal of 500,000 orders in China and a plant ready for production on January 1st. Maybe a 20 billion dollar Saudi solar\battery buy with an investment by the prince? A 5 billion tsla investment by the saudis would take up the entire float, and a big sale would keep fund the gigafactory’s next phase.
The Saudi story is the only one that would crush the shorts, although an added 5% Tencent stake could wipe Chanos out as well.
TSLA SP is rational only to longs. The long range potential is enormous. Short range trading is beyond comprehension. The explanation of gaming the market with algos is clearly explained above. We can't match it. That's why I am in favor of a minimal tax on each share sold or purchased. That should stop the practice of machine trading and level the playing field for we retail types. But then that assumes rationality in our tax code or rational management by the SEC.
Reality always boxes my ears when I impose rationality on politics. Ad to this we are in the age of fake news. The idea is to get us all to enter the cave of mere appearances—where things can be manipulated—from the reality outside when/where things meant what they are. (Due respect for Socrates' allegory of the cave.)
The really scary part is depending upon a rational voter. In Federalist 51 Madison starts with the proposition "A dependence on the people is, no doubt, the primary control on the government; but experience has taught mankind the necessity of auxiliary precautions." Unfortunately his auxiliary precautions, our Constitution, has failed since faction, one faction, now prevails. Can we depend on the people? If not, I'm outa here before the Canadians build the wall. Not an advice, but still....
dc_h
Active Member
No margin, not loaned. Open sale offer, no loan. Margin can be loaned. No margin account you can request to be added to loan shares program.
Zhelko Dimic
Careful bull
Well, it's now a bit higher actually. But it's not that bad, I have about 3% AMZN, you know, for diversification
And around 15% cash...
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Really? Read Internal Revenue Bulletin: 2009-48 | Internal Revenue Service
" If a manufacturer (or, in the case of a foreign vehicle manufacturer, its domestic distributor) fails to make a quarterly report in accordance with section 5.05 of this notice and at the time specified in section 6.02 of this notice, the acknowledgment letter issued under section 5.04 of this notice may be withdrawn..."
No waiver required. Auto Manufacturers that hide behind IRC Section 6103 are deceptively deceiving the public. With all the "hate" out there do you think no one will press their congress person for an audit of the required quarterly reports (and for that matter of the tax returns of those who flipped M3s while claiming the credits)?
dc_h
Active Member
And how many 3 orders converted to S or X? Probably about 10,000.
I believe Plato deserves the credit there.
My understanding is that the OEM must report the numbers to the IRS, but the IRS cannot divulge the numbers to the public without the permission of/ waiver from the OEM.
Tesla's valuation is at this point largely based on future potential. A couple of profitable quarters will not by any stretch fundamentally change that since the valuation still won't be supported by the current financials. But it will certainly provide a valuation floor and also boost "future potential" valuation because some of that potential has been "resolved" into material reality. Until a good portion of valuation of the company is based on actualized potential, not on future potential, it is possible to influence the "market consensus" valuation with media and stock manipulation.
You can see that with production and delivery update investor communication, Tesla could simply report the numbers,which they did in the past. In this case they chose to reveal reservation number, offer guidance on financials and M3 production quantity a month out. Why would they choose to do that? Of course one could say it's to provide investors with some guidance that sets their expectation. But I can't help but think this was done to positively influence the stock, in hopes for a rally based on what got revealed. Except that it doesn't work, because only a small portion of valuation is based on these facts and most of it is based on expectations and opinions that are easily manipulated.
You can see that with production and delivery update investor communication, Tesla could simply report the numbers,which they did in the past. In this case they chose to reveal reservation number, offer guidance on financials and M3 production quantity a month out. Why would they choose to do that? Of course one could say it's to provide investors with some guidance that sets their expectation. But I can't help but think this was done to positively influence the stock, in hopes for a rally based on what got revealed. Except that it doesn't work, because only a small portion of valuation is based on these facts and most of it is based on expectations and opinions that are easily manipulated.
No matter how much they cheat and lie, the future is pretty well set now. People want these products and are willing to wait years in line for them. The shills could have killed off Tesla years ago but they never took it seriously. Now it is too late. They can delay but they can't stop the future. In the end we win!
Check out AE Taylor, Socrates. The early Plato is probably Socrates, Greek notes, you know.
The Republic is considered early Plato where we find the cave allegory, unless I misremember. The Laws is Plato and much less readable.
bdy0627
Active Member
Best synopsis I've read on it. Well put.
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