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Recent content by stef

  1. stef

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

    So given they started “small”… either the adverts are working great and they decided to double down … or they don’t work and they decided to flood out of desperation. Looking forward to all “experts” to tell us why is one or the other /s
  2. stef

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

    Looks like many are just heading for the exit ahead of P&D thinking they’ll buy back lower in the following days. Chartist will tell you there’s a gap at 143 that wants to be filled, and this P&D looks perfect for that. They could be right … or they could be wrong, I personally couldn’t care...
  3. stef

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

    yeah, I was waiting for this any second but didn't happen /s
  4. stef

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

    Not sure what it means for production or demand, but Model S and X deliveries are now July/August for all EU countries I've checked. Inventory isn't very big at all. Interesting. 3 and Y still showing 2-5 weeks.
  5. stef

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

    Very hard to believe consensus is still 475k after they tanked the stock 20% since the meeting with IR ...
  6. stef

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

    That explains why premarket is down another 2% /s
  7. stef

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

    Depends if they commit to serious education and awareness campaigns. Without that not very likely.
  8. stef

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

    Get away from US government/ union sabotage
  9. stef

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

    Especially a non-problem, given the solution exist already. Wasn’t Elon saying that one of the biggest inefficiencies on the industry was to focus on solving the wrong problems and optimizing things that should not be there in the first place? Fate loves irony
  10. stef

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

    Ok so with all these many good news… what FUD can we expect in the next hours to not let the SP run?
  11. stef

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

    We’ve been to the Tesla Store in Zurich to check the cherry red. Impressive depth of color, but personally not 100% sold on it (still prefer my multicoat red) That said, the place was busy. Only the cherry Y was in the store, the rest of the floor was empty because … all cars they usually have...
  12. stef

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

    price up + 3yrs supercharging S and X also in Switzerland. Seems generalized.
  13. stef

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

    Confirm in Switzerland it’s been like this for some weeks, nothing new today.
  14. stef

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

    I’m afraid the reality is that Tesla doesn’t have all the data, and this is the core of the very heated debate going on these recent months between the pro advert and the no advert camps. Yes they have the best data on production and orders vs price, but are missing the very critical piece of...
  15. stef

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

    Articles on why this is bad news for Tesla in 3 2 1 …