Recent content by cricketman

I thought the investor presentation was great. I really enjoyed the 3+ hours of detailed information of how they are going to get to 1TWh energy storage and 20M cars by 2030. It was super bullish and makes me way more confident that they will get there, than I was before the presentation...

Exactly this. As I read on Twitter (sorry I cannot remember the source). Tesla raised the prices substantially when there were 9 month waiting lists. That was around 12 months ago. Since then they have burnt through the backlog, and the backlog would have been bought at the previous 2021...

This is gut feel, but taken all the numbers into account, I don't think we are going to see under $100. We have bounced off the previous minimum today. And really the whole panic of the past 3 months is just that, panic. We are slightly short of numbers and demand is less than it was 12m ago...

Tesla deliveries still up 40% YOY, lets not lose sight of that Yes Q4 was a few percent less good than expected. It will be very interesting to compare Tesla deliveries in Q4 vs. those from other automakers. I suspect many will be showing big YOY reductions in deliveries from an already weak...

No, the current value of the shares is now $5m less than what I paid for them I have only ever sold TSLA shares twice. At the end of 2020, I sold $1m worth to buy a house at post-split average of $200 (These shares I bought at $12). And at the peak 1 year ago, I sold $1m at $400, but then...

Yes I am now $5m underwater I am trying to work out what I am missing, and I cannot come up with a good answer. The only scenario really is if everyone thinks that there is no longer a growing market for Teslas, and there is really no good evidence for that. At $133, we will have dropped two...

All of the gossip, is just that, neighbours gossiping over the garden fence. The reality doesnt change, but people can entertain themselves along the way, and if some people would rather occupy their mind with more important things, then they should choose to ignore

Yes. The big takeaway is that we are in a bear market right now. If someone wants to have great investments, they should BUY GREAT COMPANIES IN BEAR MARKETS and SELL GREAT COMPANIES IN BULL MARKETS. So while in a bear market, you should only track the share price if looking to buy more. There...

Yes feels like Elon selling. Plus makes sense with his 10%+ Twitter loans that need refinancing.... I am also in the red now but everyone please take a longer term view. The fundamentals of Tesla have never been better. If you are not looking to sell your TSLA shares right now then it really...

This is very good news China factory already at 1.2m per year rate (sales rather than production I know) and majority still for China market We should hit 500,000 sales in Q4 across all factories. EOY discounts are probably just to encourage local deliveries as year end approaches so we can...

FInal update, I have now reached my target of 80,000 shares. I am not moving from here and plan will be start unloading (very gradually) once share price hits $1,000. Still feel confident we will see $3,000 at some point Now I need to find a new hobby for the next few years!

I have recently sold my business Spotting narratives that AI traders may miss... hmm interesting idea....

Wedbush own as much TSLA stock as I do... https://whalewisdom.com/filer/wedbush-morgan-securities-inc#tabholdings_tab_link Maybe I should do a press release....

Yes I look at PEG ratios too PEGs in good times "always" return to 1 (at least 1, maybe much higher), especially for companies with little debt I predict $5bn profit for Q4 22, meaning $20bn annually. Divided by market cap of $580bn and 50% growth rate, this is a PEG ratio of 0.58 so Tesla is...

Update, I just added 500 shares at $188 so now I have 75,500. I will keep buying if it goes lower until I have 80,000 @ $600b market cap and $5b expected earnings in Q4 22, Tesla has a P/E of just 30 Incredible for a company growing at 50% per year and with zero debt. And don't forget that all...