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Recent content by sweter

  1. sweter

    EU Market Situation and Outlook

    I just had a look through configurator for Model 3 and it looks like all European countries (incl. UK and Norway) have August as estimated delivery. So yea, this would mean no ships in Q2.
  2. sweter

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

    Such a troll. I still love him. But this is gonna end bad, gonna be a carnival weekend in Shortsville run by Shorts Enrichment Commission. And here I was hoping for re-entry before Battery Day, thank you Elon :)
  3. sweter

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

    We still haven't seen any major bankruptcies happen. As much as I wouldn't want to see that, I think it's a safe bet some will happen. How delayed is the data in that report? I mean, is it going to include data from last or this week? Similar report came out few days ago in Poland, but the...
  4. sweter

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

    Meanwhile, my FOMO slowly starts to kick in. I have a bunch of buy orders below $350 planned in a way so I can re-enter with double the shares I had in January. But my FOMO starts to tell me it's never gonna happen? I've just finished listening to two amazing podcasts by Jason Calacanis, David...
  5. sweter

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

    Called it. Only got 22 disagrees ;) Thankfully we got today's rally to soften the blow.
  6. sweter

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

    The factory will (and should) shut down, sooner or later. So the SP gets hit twice, today for the rumour of shut down, in a few days for the actual shut down. At least maybe the Q1 P&D won't be so bad with only a week or two out of the equation (happened few times during M3 ramp anyway) and...
  7. sweter

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

    As I gape in awe at the ticker and $TSLA on Twitter, I encountered this article on TechCrunch: What is going on with Tesla? – TechCrunch The article itself is about nothing, but the chart at the bottom caught my eye and helped me get on my feet:
  8. sweter

    EU Market Situation and Outlook

    Poland has been a very tiny market for Tesla, but nevertheless they made small steps last year to enter the country officially with a "lite" service center in Warsaw and 4 Supercharger locations over the last few years. Tesla hasn't been officially selling cars in Poland yet, but there's...
  9. sweter

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

    My ecstasy on TSLA is completely overshadowed by my ecstasy on BYND, tbh. If you wanna see how short squeeze looks like, check it out.
  10. sweter

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

    I sold some shares early in the year to finance my Model 3... While I'm extremely happy with it, I keep thinking that the price I paid for it keeps increasing, especially now... :D Is that what Elon meant when he said "appreciating asset"? :P
  11. sweter

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

    Maybe they didn't get all the permits to sell to public until EOY? And the initial 15 deliveries to employees is not really "public", but they wanted to be able to stay they started deliveries in Q4?
  12. sweter

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

    Years ago there was a Reddit thread where a supposed ex-employee of Tesla described what an amateurish mess was their IT infrastructure. I remember it looked very legit from software engineering side. It wasn't specifically proved to be true, but wasn't specifically proved to be false either...
  13. sweter

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

    Interesting. Nothing new for Poland, except for annual roll through to "Target opening by the end of 2018 / 2019 / 2020" ;) Surprisingly no mention of SuC site in Radom which was spotted in construction few weeks ago. That's why I only trade with 30% of my holding and keep the rest. I've been...
  14. sweter

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

    Yup, on Jan 2nd at whatever the price is then. I usually sell ~25-30% and wait to get back later at lower prices. Shanghai hasn't started deliveries yet (at least I didn't see any info about that) and that was seen as a requirement by many to comfortably hit 100k+ deliveries in Q4. Tesla may...
  15. sweter

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

    It seems I'm not, why don't you point me in the direction?