Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  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...
  16. traxila

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

    Bloomberg radio in Asia sums up US markets and mentions only one stock. Tesla, to let us know about the Reuters article on Shanghai factory ‘slowdown’. 🙄
  17. traxila

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

    Pure repetition outside of theoretical OPEC output reductions. Absolutely nothing new. The first statement is pure theater and farce. "Unexpected macro shock could cause recession." 🤣 As opposed to the rest of economic history where this did not apply. 😂🤣😂 The short story here is the FED...
  18. traxila

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

    This is only possible if you run budget surpluses which has not occurred since the late 90s under Clinton and was immediately responded to with existential hysteria and anger by the bond market. The next President was obviously instructed to blow up the budget deficit which he did in grand fashion.
  19. traxila

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

    This is the biggest problem right now. The FED has gone on record that it will crush wage inflation. It is willing to create pain for this to happen. Yet the labor market is crazy strong. So the only way to really crush wage inflation is to break the back of the labor market with stupidly...
  20. traxila

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

    Reports of a fire at GigaBerlin seem to be hitting SP this AM. Fact that fire has to do with cardboard recyclables and is out with no one hurt means nothing to the algos. Let's see how many headlines they can come up with that imply batteries burning or the entire factory having been smoked.
  21. traxila

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

    Possible, but not likely. First off, that is at least 2.5 years away. Second, the way this works in DC, is by the time that rolled around, there will be many entities sucking at the teat of the IRA, entities that would be lobbying hard for the IRA to stay. Since money is money, many of these...
  22. traxila

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

    Sorry guys, missed that I cut off the QQQ. Apologize and welcome LuckyBon!
  23. traxila

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

    Market wide bear attack literally in the last ten minutes to try and crush below support levels for continued selling tomorrow. Don't think they quite managed it but impressive. Hope we see green tomorrow.
  24. traxila

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

    I vote recall with conviction. You know those algos...
  25. traxila

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

    How are the currency moves impacting your model on this quarter's financials, if at all? Deflation is not an issue. If you want to see the FED really go hog wild, start giving negative prints on the inflation numbers, and they will dispatch a flock of helicopters to shower money. Despite what...
  26. traxila

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

    You have stated your case and received multiple responses. You seem to have made up your mind and want to act on the information that Tesla demand has slowed. But you continue to post the same stuff over and over again. Also you just arrived. Perhaps you have some additional interest in...
  27. traxila

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

    Yeah, think FED is making sure no one decides the pivot date for them again. I do not blame them for that, but if the CPIs starts coming in weak, they could very well pivot on their own schedule or stand pat at a lower level. Whatever. They can't keep interest rates 'high' for too long will...
  28. traxila

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

    As per COLBY SMITH twitter: Fed raises rates by 75bps to a target range of 3-3.25%. Officials see fed funds reaching 4.4% at year-end, suggesting one more 75bp hike this year, before peaking at 4.6% in '23. Unemployment set to rise to 4.4% with growth slowing. Core inflation still not at 2%...
  29. traxila

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

    Would not have made a difference what the FED did leading into 2008. Real estate exploded based on Ninja loans and all the mortgages were sold like hot radioactive garbage by their originators. When the music stopped playing whoever was holding the derivatives was screwed. What was required...
  30. traxila

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

    All I know is, in times past, a run up the likes of which TSLA has had the past month compared to macros, greeted with new stories of ingrained corporate sexual harassment and corresponding lawsuits, in addition to news about a Tesla battery going APOCALYPTIC would result IN MASSIVE SELLING...
  31. traxila

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

    https://www.wsj.com/articles/electric-vehicles-inventory-supply-chain-batteries-11663504014?st=ijfabaffqkeo0a4&reflink=desktopwebshare_permalink The above link should allow those interested to access despite paywall.
  32. traxila

    China pro/con turned political

    There is a disturbing meme and argument in the air lately that a Global Thermonuclear War involving multiple parties can somehow be managed. I really wonder in whose best interest such ideas are. It has been a long time since the vast majority of the population has witnessed the horrors of...
  33. traxila

    China pro/con turned political

    I agree we need a Giga announced in Asia outside of China. That said, I am optimistic that things will calm down post elections in China. I am not sure of what Xi's motivation at this point are outside of staying in power, but I assume that he is interested in China continuing its economic...
  34. traxila

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

    Tesla has always recommended copious amounts of water. Perhaps an EV specific solution can be developed and become widespread. EDIT: Do battery fires need oxygen? The lithium-ion battery or Li-ion battery fire does not need any oxygen to burn at all, because it can do that without any...
  35. traxila

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

    Those look like our 2170 buddies on the ground. No explanation why or how. As rare as these fires are, I wonder how the new 4680 structural packs will perform. Has to an even lower incidence rate. Maybe by an order of magnitude.
  36. traxila

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

    FEDEX used to be our primary delivery service. But then they began to relentlessly lose packages and deny any responsibility. To this day they refuse to produce a document that states they lost a package in any way. Their customer service is beyond atrocious, it is insulting. Also we...
  37. traxila

    Climate Change / Global Warming Discussion

    Plastic pollution needs to be ascribed to corporations and propaganda. Nation origins are incidental.
  38. traxila

    Wiki Selling TSLA Options - Be the House

    I like that way you think and I like that particular LEAP. Bought a couple myself.
  39. traxila

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

    Fed has to deal with the rest of the population, not just industrial cues. Problem we have right now is spiking rents and lack of housing, a shortage with its seeds going back to the Great Recession. We need more housing for that to really relent. The Fed is raising rates, which discourages...
  40. traxila

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

    Not gonna happen, but how awesome would it be for TSLA to finish flat or green? This three day rule thing still apply?
  41. traxila

    Wiki Selling TSLA Options - Be the House

    Likewise. Was starting to sweat had gone a little overboard selling this week. Had a plan that I half executed on yesterday. Sold 30CC at 21.30 for June 24 750 strike in my retirement account. My plan is to buy at least the same amount of calls at June 23 as low as I can get the strike at...
  42. traxila

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

    Average volume before split was in the high twenty millions per day. The average is now listed as 81M. Today we traded 48M. The whole market has had low volumes for a couple of months. AAPL was very high today.
  43. traxila

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

    Been focusing on this for a while. Optimist going forward: 1) All the retail suckers got cleaned out and can't play anymore so volume has dropped considerably. 2) Smart money is buying it up while institutions and slow movers are waiting for the all clear and when they get it there will be...
  44. traxila

    Wiki Selling TSLA Options - Be the House

    I recall posted in TMC that September 12th is the drop date, so this makes sense.
  45. traxila

    Climate Change / Global Warming Discussion

    As long as they are pouring money into renewables across the board on their properties to be power positive even at losses then I will consider giving them a pass. Also they need to be doing something about their jet setting in the form of more money poured into offsets and renewable...
  46. traxila

    Climate Change / Global Warming Discussion

    But then would they not have to sell them as well? Essentially you advocate governments force rich people to sell assets. Think more likely those same governments would simply print the money and use it as you suggest. Either way I am not optimistic.
  47. traxila

    Climate Change / Global Warming Discussion

    If they are forced to sell them all, who is paying money for them?
  48. traxila

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

    Our good AudubonB was pointing out the spelling error of motorCAGE versus motorCADE.
  49. traxila

    Wiki Selling TSLA Options - Be the House

    Speaking of the other thread, posts there about the latest filing for TWTR, with the agreement violation to pay off the whistleblower sounds like the first thing that might allow Musk to really dump this deal. CC sellers, ask yourselves how the market might go next week if it is decided over...
  50. traxila

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

    Volume is really low for these percentage moves. Capitulation must have occurred on some level at the lows. A lot of people gave up and walked away.

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top