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Recent content by Sweft

  1. S

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

    It looks like it is stabilizing with support at $227. Volume up and it looks like it will reach 10-12M today. Last time there was this much volume was end of July and the price closed around $228. Just sayin...
  2. S

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

    Morgan Stanley (Adam Jonas) call with institutional clients: https://www.dropbox.com/s/p4xy3002jfup74v/TSLA-Morgan Stanley call-5-22-19.MP3?dl=0
  3. S

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

    This is stupid on so many levels. They don't even discuss Tesla Autonomy in their outlook. I thought that was their whole expense structure. Stupid
  4. S

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

    Stock is testing $275. I think it's going to break through. If so, next stopping point would be ~$260.
  5. S

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

    I don't think this China halt happens without some direction from high-up officials. This is more than labels. I would refrain from thinking "this will be over soon".
  6. S

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

    For anyone who is thinking about loading the bus with TSLA, please don't risk more than you can afford to lose! If you truly think that this stock is worth $2,500 or even $4,000, consider waiting until this stock comes back to $300. Too much risk on the table IMO.
  7. S

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

    I don't think it is the content of that tweet specifically will do so. I think it is one data point that shows the proposed enforcement mechanism is lacking. I know Elon gonna Elon, but OMG why does he have to push the edge so hard? At some point after enough examples like this, the SEC is...
  8. S

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

    Wow, I would say more than strong seasonality, more like strong end of quarter!
  9. S

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

    Apparently the shorts have found a lot of M3 inventory in excess of 11,000: Jake F on Twitter Anyone able to dispel what they are saying? I don't know web-based coding that the guy is using
  10. S

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

    Sincere question--isn't the reason the site mostly mud because they haven't closed financing? I am no expert but I'd have to imagine that they could use part of that loan to clear the site more quickly. It would be like not taking a loan to build a house until the cement foundation is complete.
  11. S

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

    I'm not sure why they what the benefit of waiting cash flow is. IMO selling 3k M3s per week for weeks or months sooner will vastly outweigh any benefit in waiting. My belief (as I've laid out my case above) is that if they want to hit 3k M3 this year, they need to move fast and now. On the...
  12. S

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

    I sold today after the small run up before close. I'll be back slowly over the next couple of months as I don't see any catalyst for large increases in the sp and I don't see a short squeeze happening anytime soon. I'm also waiting to get back to a full allocation because of a few items that...
  13. S

    [V9] How to Format USB into 2 Partitions for DashCam and Music [Windows]

    The instructions were easy to follow. Thanks for the help!
  14. S

    AWD delivery thread

    Also did the cancel / reorder. I spend time on the east coast so hoping the it'll get to me in time before Jan 1!