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  1. Drumheller

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

    Model Y parts: if I recollect accurately, prior to the Model Y release, Elon said it would have about 70 to 75% shared parts with the Model 3. Some time after release, Elon stated it ended up being around 40% I don't have video links to share evidence of this. Emoji reactions: why try to...
  2. Drumheller

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

    Yes, but perhaps it may have become a better shade of green
  3. Drumheller

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

    Thanks. I didn't see the post you responded to. I've deleted mine.
  4. Drumheller

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

    It would give us another data point on if that helps push tsla green
  5. Drumheller

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

    I see posts about how the USA economy is doing well. I disagree. I personally know exactly zero people that feel the economy is doing well. But feelings and all that... here is some data. More comments and data in the thread
  6. Drumheller

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

    He played with options and lost a significant amount of his father's money. That was a year or so ago. Maybe he played with options again, I don't know. There does seem to be a lack of personal accountability.
  7. Drumheller

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

    When TSLA archives a new local minimum, "it is all Elon's fault! Why can't he behave the way I want him to behave?" When TSLA achieves a new local maximum, "It is because I'm a good investor and I'm being rewarded"
  8. Drumheller

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

    I agree with this in general. However, specific to TSLA, it seems to me the biggest weight directing the price is Wall Street's ability to set it anywhere they like to milk options. This week continues to be evidence of that. Or do most people really believe Tesla today is worth less than...
  9. Drumheller

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

    TSLA moved green while this thread was locked. So, maybe the moderators could help a stock out and lock this thread during trading hours. This is my technical analysis contribution
  10. Drumheller

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

    Of course he has backing. But stating the logically obvious now gets people labeled as "conspiracy theorists " by the people that believe everything the media tells them to think.
  11. Drumheller

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

    I feel like this judge may be of shady character. Since feelings are now more important than facts, she should be immediately removed from her office.
  12. Drumheller

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

    Seems to me that Tesla wouldn't ship and display a vehicle to the public if they didn't intend to generate interest and sell it at some point
  13. Drumheller

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

    The hype that cybertruck ramping and plans were sandbagged and that it would overtake the F150 did not come from Tesla. That hype was generated here in this thread. At this point, I think the posts about Tesla sandbagging and pushing optimism beyond what Tesla stated are just as bad as the...
  14. Drumheller

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

    I personally know several households that are struggling despite working as much as they can. I have an above average and above median salary in the USA and the difference in my disposable income for the past 4 years is significant
  15. Drumheller

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

    My expectations are low. Even if Tesla came out with the cure to every disease, wealth for everyone, a robot in every home tomorrow, and $ 1,000 earnings per share from Q4, Wall Street would still be all, "nah, F U, we have options to milk"
  16. Drumheller

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

    I wonder if moving away from stock-based compensation is a combination of employee feedback (stock trading sideways for long periods of time is not helping them) and the large number of employees now making it a substantial dilution.
  17. Drumheller

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

    Elon, and all publicly traded corporations' officers, have windows where they are permitted to sell / buy and quiet periods where they cannot. It would be frowned upon, and potential legal action, if Elon used his sells to intentionally control stock price movement. Most officers will make a...
  18. Drumheller

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

    I don't know what Elon will do, but I'm stating he isn't required to wait that long. There is an exercise window of time.
  19. Drumheller

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

    Elon doesn't need to wait until 2028 to exercise all of his grants. He can do it gradually over time and planned so as not to tank the stock price.
  20. Drumheller

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

    $3000 to $5000 discounts on inventory long range Model Y were active through all of December. Started Dec 1st. I was watching and bought one.
  21. Drumheller

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

    TSLA is Wall Street's plaything to pull money from gamblers using the options market. This week is strong evidence of that. Desire TSLA to rise? Then find a way to shift the options' targets to a higher strike. It is the driving force for TSLA for 2 years.
  22. Drumheller

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

    Not referring to only Tesla. The amountnof resources being focused on A.I. development now across the world is staggering. It's a gold rush.
  23. Drumheller

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

    Elon sees how fast A.I. is growing. I believe that is his reason for pushing for 25% now. Nothing related to current Tesla margins and profit. I recall years of seeing posts in this thread hyping every upcoming quarterly call as "the one" where Wall Street figured it out and wised up. I'm...
  24. Drumheller

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

    This morning at work, a coworker said he laughed at all the tiktok videos of Teslas that wouldn't start in the cold. It's social engineering and it happens on many topics, not just Tesla. Elon buying X has turned out much better and much more important than I realized a year ago.
  25. Drumheller

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

    Sounds like the definition of "day trader" to me. I view the official govt numbers on inflation as if they were straight out of 1984 (The book) Here is another view
  26. Drumheller

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

    Shovel and pickaxe manufacturers likely did well during the gold rush.
  27. Drumheller

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

    An older definition of sin, and an archery term, is "to miss the mark". My understanding is Audi is saying Tesla missed communicating sufficiently with employees as to the benefits of not needing to unionize. I haven't worked at Tesla and so I can't speak to that directly. However, my...
  28. Drumheller

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

    I agree. I've heard good things about how Costco treats its employees. I also thought the Costco response Audibon posted was classy. However, the situation for Tesla is more of an organization attempting to bully and threaten Tesla and its employees into signing their contract. The employees...
  29. Drumheller

    Off topic galore

    But remember, you should only listen to the official SEC account.
  30. Drumheller

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

    Curious to know what you still consider a reputable news organization. My list is empty. 100% serious, no snark.
  31. Drumheller

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

    I don't have inside knowledge regarding the EPA and testing so can't say if there is bad behavior happening. I can say that I have never achieved epa range in either of the Teslas I have owned. However, I will say this may be the most ridiculous forest for the trees situation I have seen in a...
  32. Drumheller

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

    It's tough to sue as, in the 1980s, the USA revoked laws requiring truth in media. When media is sued now, they often hide behind the, "we are an entertainment organization and do not have to be truthful" defense, and often win on that. In other countries, the citizens know the "news " is...
  33. Drumheller

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

    A.I. development is growing at a pace that will shock many people. The amount of resources being allocated is astounding. Most of the big players involved will not prioritize human safety and best interests like they should. I'm happy to see Tesla and Elon putting a large focus on A.I. as I...
  34. Drumheller

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

    240 seems to have been the magnet for days.
  35. Drumheller

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

    It's being reported that the range decreases are due to updated EPA testing procedures / estimates. Not hardware changes.
  36. Drumheller

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

    I've been following Elon and Tesla since 2014, closely since early 2016. The media has never been fair or honest with him or Tesla. This is not a recent thing.
  37. Drumheller

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

    Thank you! This thread saw more of this type of post years ago when Tesla was smaller and still in the very early stages. I always enjoy reading them and considering the possibilities. We know many won't end up being the reality that occurs but some do. The cybertruck is the first time I've...
  38. Drumheller

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

    I stated a few years ago, and still feel this way, that the stock market should consist of buy, hold, and sell only. No options. No virtual shares.
  39. Drumheller

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

    The first sentence, in my opinion, clearly explains that the stock price is rigged.
  40. Drumheller

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

    I own a 2021 Model Y built in Fremont in 2020 and I recently purchased a 2023 Model Y built November 2023 in Fremont. My 2021 has a huge panel misalignment on the passenger side that I can see sitting inside a restaurant while parked some ways out. It also had exposed wiring and poorly...
  41. Drumheller

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

    Whoa. Thought I'd see coast to coast fsd drive prior to people invited to the mountain. Perhaps the cat is in a celebratory mode.
  42. Drumheller

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

    If TSLA reaches $800 in 2024, maybe I'll offer to buy her old hand-me-down mountain.
  43. Drumheller

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

    Let's see how these estimates change throughout 2024
  44. Drumheller

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

    Any doubt that TSLA is fully controlled by option makers and Tesla positive news is irrelevant? Or am I wrong and there is a reason for today's movement?
  45. Drumheller

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

    If they are going in reservation number order. I think there are more factors in play, such as location and previous customer.