Search results

The split will bring in some enthusiasm

https://www.reuters.com/world/us/pelosi-says-us-house-will-pass-inflation-reduction-act-friday-2022-08-10/

due to the treaty between SK and U.S. much lower auto tariff importing from u.s than from China. TW, its obvious due to their love hate relationship with mainlaind China. Why tsla dropped so much today? china stock delisting/Shanghai covid breakout fear?

as sad as it is, unless some missiles strike the reactor, this is just fear and buying opportunity.

You might be right about inflation. But ppl r afraid increase in transportation cost will cause price increase in almost all goods. I think as long as the war drags on, inflation pressure will be there, fed would not hike rates drastically and the stock market can continue to go up. as soon as...

with gas price spiking and supply chain further disturbed, I dont see inflation pressure easing anytime soon.

so there is announcement of permit at 3:30pm CET on Friday and court hearing on water issue the same day in Berlin?

i guess we need to ask u.s. intelligence. I heard they r pretty accurate nowdays

Is the permit expected this week building permit or final production permit?

I think no 25k is him managing customer expectation. If plan is revealed now, a lot of ppl would hold off buying 3/y and wait for the 25k. I’m pretty sure the project is going in stealth mode inside Tesla

TiVo bottom only works when most ppl believe in it. So let’s believe in it

I firmly believe tsla will correct less compared to other quality growth names such as roku/sq etc fundamentals r too strong. Volatility is going to be high. We will see selloff and quickly bounce back

Yeah, Putin is also a naughty boy. If I was Putin, I would do it when the weather freezes so the Europeans need me the most

I feel nflx earning is going to reverse the sentiment. Squid game brought in a lot of NA subscriptions last q. I myself opened nflx app the first time in half a year just to check it out. Price hike means better outlook. But mr market is a naughty boy. Don’t trust anything I said. Trust...

U r true m3 performance. Legend indeed. I say it from bottom of my heart

If we get news on giga Texas or Berlin by er, we may get some relief. But earning is pretty much priced in. Whisper number is much higher than street concensus

I agree. Without pd, tsla would have already been dragged down under 1000. So sad the pd pimp only lived 1 day.

Also, Nasdaq-8% this year and tsla is flat. Kinda of macro suppressed preer run already happened

Otherwise It needs some trigger event like berlin, and if macro collaborates, together can blast all the option walls

That’s correct. It outperformed the market for the past two days. It’s either going to fade or some event mm knows will pump it

He is definitely unhackable bz no one uses his *sugar*

It will still be ahead of giga Texas. Austin just started test production. It takes at least few weeks to go to production

I predict giga Berlin approved this week or the next. Most likely by Thursday this week

yeah, the loan was in Obama time. Biden is obviously more pro union and tsla is not his priority. but tsla doent need gov life support anymore.

At the beginning, rhd cars will probably still be produced by Fremont and Shanghai. But Berlin really needs to come online this week.

its totally different environment. A lot of US companies doing business in China in the old American way failed like Amazon, Ebay, uber and miscrosoft MSN (yeah, back then was not blocked). The competition there is fierce/cutting throat. I heard in big Chinese tech companies They dont have...

As a heat problem Tesla will for sure fix it, your claiming customers having no rights complaining about it is bizarre.

Elon musk is in Germany. He just twitted “top”. Seems he is not into his favorite doggy style tonight. Hopefully he brought some water with him. Because I heard there is some water problem there. Surely water can function as good lubricant. Btw, was Brandenburg state part of former east...

Birds r not real. Whales r fake.

It might be arkk knows tsla will soon grow to 10% maximum position from ~5% so they front run it

Cybertruck fud is working

I don’t really think this is a big issue. Todays sell off was more related to macro. Macro totally ruined the pd effect. Otherwise we would be sitting at 1200+ firmly

It all depends on macro. Next Friday is OE. If macro rebounds, so will tsla. If Market tumbles, tsla will follow suite. If Berlin permit comes in tomomorming or next week, we will see a squeeze. Austin announce seems won’t come till earning. Most time, tsla drops after earning call. If...

today's price action implies berlin approval imminient.

On a side note, when tsla surprised 2019 q3 with profit and giga Shanghai production anouncement in the call, sp gapped up 20% after earning. If they continue to hamper the sp before earning, its setting up for meltup after earning, papa Powell permitting

It looks like even giga Texas starts production now, Tesla won’t announce it till q4 earning call, just like what they did with Tesla Shanghai. Shanghai started production in October 2019. Tesla waited till q3 earning call on Oct 23 to announce Shanghai production was ahead of schedule

I remember when Fremont was ramping up model 3, a lot of factory leaks in media But seems we haven’t heard anything out of giga Texas. Why r Texans so quiet?

Tsla may turn out to be one of the very few mega caps that has significant sp rise this year. But it will be volatile. At this moment, r we going to have a pre er run or not?

Tsla needs a third dose booster today

So this guy’s no before pd report was correct

Tesla China sale 70.6k in December

Also, i saw you put SGA -2% lower in Q4 compared to Q3, since there r 65K more car delivered. Can we really expect SGA to go down even they didnt do crazy eoq push?

Thanks for the great work half of Shanghai’s production r high priced models ending in EU, right. It’s lower price overall, but local sourcing and cheaper labor play an important factor. It’s hard to gauge, but I believe most of tsla s margin expansion comes from Shanghai. Manufacturing in Bay...

if macro is good, we will have a run up till earning. 2.5 bay 2.1 is not huge beat. If margin expansion, Tesla forecast, roadmap r great, there might be meltup after earning. Otherwise, we ll see the normal after earning dip

Those fanboys r too high. It is said em is flying to Berlin this week. Something might happen

Market is already expecting 7.1% cpi.

I doubt it. It might have more to do Dan Ives report that giga Austin opening imminent

Market doesn’t like Austin Tesla owners clubs Teslacon Texas

Since Dec shAnghai estimated production was 75k. ShanghAi run rate is already 960k/ ur. So if Shanghai achieves 1m in 2022 and Fremont 500k. So the baseline is 1.5m. Plus 150kx2 from Austin Berlin. Easy 1.8m in 2022