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Recent content by traxila

  1. traxila

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

    Everyone knows the plural of Octopus is Octopii and so is it for Optimii.
  2. traxila

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

    Mission If Tesla can get the Optimus to make more Optimii dirt cheap then we must sell them dirt cheap. The world will change for the better. We will have enough rewards. And so will everyone else in the form of cheap Optimii. I am not saying this will happen. I am definitely in a show me...
  3. traxila

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

    A considerable part of TSLA's valuation hinges on its growth rate. The FUD is most insistent and relentless that TSLA will hit a wall and that 50% YOY will suddenly be flat. Now your 100 PE needs to be an 8. I don't see how anything that may contribute billions in revenue while simultaneously...
  4. traxila

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

    OK, now we got a poll: Who here would pay 25K USD right now for an Optimus that does nothing but house clean. Sweep floors, dust, wash laundry, load and run the dishwasher. Agree or disagree.
  5. traxila

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

    I wonder if EM pushed this to Friday Sept 30 because he knew that from an SP perspective it will mean nothing on Monday after P and D tomorrow. It served its purpose as a recruiting presentation without allowing the hedgies to attack relentlessly for days over the fact the Tesla lied and they...
  6. traxila

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

    Happy to be proven wrong. Tell me the SP if Tesla increase production by over 100k cars and 35+% in one quarter. 450!
  7. traxila

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

    I must be a bear because I do not see how we go from the 360 everyone is counting on to 495 the next quarter. A 35% + increase QoQ? No way. Totally an attempt to rip on Tesla for coming in at the mid 400s, which would be amazing. If they deliver 395 this Q then put me in the believer column.
  8. traxila

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

    PCE for August came in hotter than expected Core at 4.9 vs 4.7 expected. Waiting for market collapse…. But it seems uncommitted. This is old news. August. And we already saw the CPI come in hotter for that month, so I would guess this is expected. Market has priced in another 75 basis...
  9. traxila

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

    Unless we pop 30 points tomorrow, really not to worried about a post Optimus let down in SP. A miss on the P and D OTOH, could result in a bit of a down draft, despite the record quarter it already is.
  10. traxila

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

    I am strangely calm and confident with the impending P and D in my current positions. I probably should not be. None of that has worked out so well this year….
  11. traxila

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

    Political perhaps.... but nothing riles the ruling class more than sticky wage inflation. FED going on record time and again they want to break the labor market. They got no problem flooding the market after that with money to save the economy from a depression, as long as that money goes to...
  12. traxila

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

    That moron at CITI came out this morning banging the table on his sell rating. Maybe this had an effect today?
  13. traxila

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

    Get a trade in offer. I discovered that Tesla was the only one assigning value to my FSD. I assume it was because the new car has FSD as well. At the time they offered me 10K more than anyone else, and FSD was 10K then I believe. Although I still have not been allowed to have the FSD.
  14. traxila

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

    Plan is to raise interest rates while buying bonds? No wonder UK such a hot mess.
  15. traxila

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

    Lest we forget, many of the same entities going after TSLA on a regular basis play no favorites when it comes to manipulating stocks. https://www.bloomberg.com/news/articles/2022-09-28/apple-iphone-14-sales-not-strong-enough-to-trigger-production-boost The source is 'someone familiar with the...

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