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Recent content by Chartered321

  1. Chartered321

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

    It drops because it's gonna be manipulated until the 13th of june, that's how WS makes money...
  2. Chartered321

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

    Paid EUR 75 to vote, but I guess for 1'295'000 shares it was worth it... 😂
  3. Chartered321

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

    Ask your helpdesk naming the 13th of june shareholder's meeting, you should be able to
  4. Chartered321

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

    I've just got confirmation I can vote too. Very excited about it. Here a summary of my thoughts:
  5. Chartered321

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

    Tesla became a way to get those 2 min of popularity. It's crazy but this is the world we're living in at the moment. We all know who the Delaware's judge is, the 7 shares guy and his lawyers, CNBC reporters, even ws analysts. Now senators... Everyone's here using Tesla to redeem from their...
  6. Chartered321

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

    Problem is wall street sees what happens in 2yrs not more than that. The mass market is not ready for EV yet. People need to understand that vs ICE there's a huge advantage either in price or in ease of use. There's nothing we can do until the sentiment of the consumer changes. Today people...
  7. Chartered321

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

    I can see what Elon is thinking: now that Tesla is profitable with 2m cars run rate they can stop growing the production YOY of the car company (hello analysts and bankers, yes that's the old Tesla, so you're somewhat right... until now) and switch completely into being a software company...
  8. Chartered321

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

    Cars are a pain to produce for a Ferrari EBIT margin of max 28-30%. Software is 60-70% EBIT margin. So at some point you decide where to allocate your resources and skills. Wanna compete with Chinese batteries and manufacturing or go 100% silicon valley software?
  9. Chartered321

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

    What if... Instead of producing model 2 cars with implied lower margins Tesla buys them from the chinese EVs makers and retrofit them with chips and cameras to build the RT fleet? Missing puzzle pieces are a compact car and a van for a reason. The opportunity here are miles driven under FSD. So...
  10. Chartered321

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

    AI is gonna make Tesla products (cars, robots, anything FSD especially) the best in all their cathegories. Microeconomically we're seeing reactions and proactive behaviour vs bad macro, and inaction vs media which I find hilarious even though I admit it can hurt the stock price short term...
  11. Chartered321

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

    It's now crystal clear $TSLA is being systematically manipulated downwards by the market makers, with the help of Elon and his no / gloomy guidance which allowed the stock to trade sidelines for quarters. Maybe he wanted to grab some cheap shares too. I think the bottom is around. I'm buying...
  12. Chartered321

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

    Worst earnings call ever: CFO couldn't reply to questions clearly and in a good english, I missed 40% of what he said, never said anything financially meaningful, even Deepak was better than him. No official guidances given, only an implied downgrade of the revenues growth rate from 40% to 10%...
  13. Chartered321

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

    I am afraid this price cuts are going to bankrupt VW, GM, Ford, Toyota..