Recent content by Alexander Grea

Look at the charts. Dow wasn’t all over the place. It was down hard from October to December and TSLA was up hard thanks o executing on its promise. TSLA was moving more or less together with macros until Elon announced the early date for q3 earnings. From that point onwards it was a pretty...

What? They don’t get slapped no matter what they do. They executed q3 and q4 well and were rewarded handsomely with SP at ATH when general markets were crashing 20% from their highs.

I think that at the moment the demand equals supply and it is fairly balanced. However, in the long term I would be happy if TSLA would do low margin subcontracting for GM and at the same time increase the prices of Tesla's vehicles by 20%. The price elasticity for TSLA is pretty low, people...

They might not need it but it does not really have any real downsides to have a partnership with another carmaker. Pros - Low risk low margin cash flow - More confidence for TSLA's suppliers - More confidence for customers. Also if TSLAs powertrain would running some GM electric cars then it...

I have not and I don't doubt his personal views. However, as an employee of Apple he looks definitely extremely focused on margins and squeezing out the most of what Steve Jobs created before him. He has been CEO since 2011 and I think we are better off basing our analysis on his actions as a...

Who is going to be the strategic investor in TSLA? Considering how much insitutional selling has been happening then it is essential for the medium term prospects to think of the possible strategic investors. The strategic investor should take 5-10% stake Here are the ones that come to my mind...

Correct. Closing above 240 was a great setup to continue the bounce to 260 by the end of the week. The fact that we can't bounce from 240 is troublesome. Technically 10-15% bounce should not be asked too much considering the decline we had.

Market Action: Relentless selling pressure against the recovering macros. Hoped that the bounce after a week as bad as last week would take us to 260 by the end of this week. If we close below 240 then might get ugly again. Just need to hope that InisdeEV numbers are coming out soon and...

Tesla Looks to Regain Its Luster in Solar Energy by Slashing Prices Good move. Even if they lose money on Solar, the revenue growth will show that maybe there is some potential in TE and it will be another growth story for the SP.

Examples? If nothing I have said has been truthful then it would be very easy to provide 2-3 examples from my post. The only example you actually provided was admitting that I was correct in at least one of my posts. Accusing somebody of lying publicly without backing it up is not the best tone.

If I would try to think of a worst case then I would guess he wanted to have a chance of price going over 360 for the bond payment to pay it at least partially in equity to reduce the need for a cap raise. It didn't work out so now both the credibility is damaged and TSLA couldn't pay the bonds...

Here is the longer explanationby the Dutch EV rental company that shut down partly due to Tesla's spare part shortage: It wasn't one issue with the Teslas that killed our business. Summarized you could say that it were diverse issues, but the main problem was that there is just no proper supply...

Google shat on the bed with earnings. Will probably drag down Nasdaq tomorrow.

It was out during the market hours already. 0 effect on the SP.

Good enough close. 240 held and it's a good setup to continue the bounce in case no other bad news is coming this week. Good InsideEVs numbers for April might support the recovery later this week and capital raise would do the same. However, it's a long way to go. We recovered just half of the...