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I'm not sure how EV rebates will do anything. It's not like Tesla has a demand problem. With or without credits, they will still sell all their vehicles. It'll help make margins look better by a bit, since they may not cut prices as aggressively, but it's hardly a game-changing statistic on...

Yes, you are right. ARK and a few other hyper-bulls are buying, but that isn't enough for the price to go up significantly, especially not at $800 billion marketcap. I'm also a TSLA bull, but I'm being realistic. Tesla needs to induce some kind of buying pressure either through a blow-out...

LOL at the disagrees. Where am I wrong? Are you guys denying we had a dip? Are you guys denying the low volumes of TSLA (Indicates very little buying)? Tell us. Where is the major catalyst that can induce buying pressure? I don't see it this year. Learn from the GME squeeze. Holding isn't...

Remember when I said we were at/close to the local top at around the 800ish mark and then several members here flamed me, saying that dips were not a possibility? :D Everything is playing out like I wanted it to. TSLA is following a similar pattern to the GME short squeeze: people holding a...

People eviscerated me in the daily discussion thread for saying I sold all my TSLA to buy bitcoin at <$17k late last year. It looks like I made the right choice. TSLA is slowly bleeding out and will probably continue that way for some months now with no major catalysts in the near-term. I look...

I agree that owning both is best. They're a hedge against each other in case of a security breach on one of them.

Yes, I do as well long-term. For this year, I don't see TSLA doing a 5X-10X. Of course, I could be wrong.

Maybe he has, but we're talking about which strategy is better for this year.

You're off to a bad start, fyi.

Just remember that it'll go down when you buy back in.

Can't wait to revisit this post later this year.

There's something satisfying about owning bitcoin in your own cold storage. Owning GBTC doesn't give me that same feeling.

Not trying to give advice. People were asking why and I gave them an explanation. In any case, I'm not expecting anyone to follow my moves. I knew I would get laughed at on this board, but we'll see later in this year if my strategy pans out.

Yes, but it will crash when it reaches 200+K this cycle.

If TSLA consolidates without crashing, that also works for me. I sold late last year and put them all into BTC. so far so good.

We're in the beginning months of the most recent halving, and bitcoin always goes parabolic when that happens before crashing. Also, I admit that I'm a terrible market timer, so my prediction about TSLA crashing could be wrong. I just think bitcoin is a no-lose situation for me this year. At...

Here's my plan. Bitcoin will keep going up faster than TSLA this year. If TSLA crashes and consolidates at a certain price range for months, I sell my bitcoin and go back into TSLA. If TSLA goes up, doesn't matter, because bitcoin went up way more.

So the 8+ disagrees I got on my post isn't proof that a lot of people on this thread are delusional? Also, I did follow my own advice. My bitcoin investment is rising faster than TSLA. Looking forward to getting back in after the mega TSLA crash.

You are most likely correct, but so many here believe that corrections don't exist. A smarter play would be investing in bitcoin and then buying when TSLA crashes 50+%.

I agree. Some of the comments here scare me implying that retracements are impossible. Sounds like crypto in 2017.

If you're not willing to play with options, you can also look into GBTC. Premiums spike up during periods of high demand. Last time in 2017 before the bubble popped, premiums were 100%. You can buy GBTC at a 30% premium right now and if bitcoin goes parabolic, premiums will increase along with it.

It's insane how far Tesla keeps going up. Personally, I think the stock price has gotten ahead of itself in the short-term.

I used to think like you back during my Conspiracy / Alex Jones days. Yeah, a lot of things have gotten more expensive, but there's really nothing we can do about it. The world isn't like what it was in the 60s-80s when the US was manufacturing everything. We have competition coming everywhere...

What makes you think the market is pricing in energy storage/auto-bidder but not FSD? In fact, people are more likely to believe FSD is close since it already has a beta release that is improving. The energy business isn't proven yet. Tesla's automotive margins can not be sustained without FSD...

None of those verticals will be as profitable or as big as their automotive division. Tesla's biggest potential is in robotaxis, and that is what the market is pricing in. Without the thought of FSD, investors can not justify its current valuation. Without FSD, those margins will be driven...

If FSD is not possible, Tesla will fall 70% minimum. Tesla's valuation is dependent on them solving FSD. Edit: LOL at the disagrees. Where am I wrong? If Tesla doesn't have FSD, then they're just another car company with a 6X PE ratio.

I also think his numbers are too optimistic. People are making lofty projections to justify their recent TSLA investment. This is now a $650 billion company. How much further do people think it will go? Tesla is a much safer investment now with boomers looking to get in. The risk is no longer...

TSLA won't go up 50X from here while bitcoin can. I view TSLA as a safe 6-8X return + small dividends. It is no longer a 'risky asset' since it's almost guaranteed now that they'll dominate the EV market and robotaxis, so expecting 50X returns is not reasonable. Bitcoin is still viewed as...

People being disappointed that the share price isn't rising are not investing in TSLA for the right reasons. We shouldn't care about fundamentals or how many shares indexes have to buy. All we should do is agree to keep buying regardless of whether Tesla is profitable or not. That way, the share...

If we all agree to keep buying and never sell, TSLA can keep going up even if they never make a profit. Elon Musk will be the first trillionaire.

At this point, I no longer care about Tesla fundamentals. I want Saint Elon to be the richest man alive, so I will keep buying TSLA to pump up the price. I don't care if Tesla loses money year over year.

People going into NIO, XPEV and all the other Chinese EVs, because they missed out on Tesla. Those stocks are filled with people who have no conviction in the companies they invested in and will dump at the first sign of trouble. Long-term, any EV company not named Tesla will be bankrupt or an...

Except for Kirin 9000, all the others are not using the 5nm process. Kirin 9000 is extremely close to the A14, just edging the latter by 11% in antutu. The differences in performance mainly comes from different goals. Apple wants wide cores while Android manufacturers want smaller cores to take...

Yes, this makes sense. If Tesla can deliver on the 40-50% annual growth, Tesla can become a monster if they also manufacture their own parts. They can produce the lowest cost parts at the highest quality, and no one would come close. We also have to remember that robotaxis will displace a large...

For Apple, the design / performance comes from Apple's volume. They squeeze the suppliers and/or buy out the manufacturing capacity for the best tech. Tesla relies less on their suppliers to deliver, because they manufacture most of their parts I'm not saying which approach is better, but...

I don't think you can compare AAPL and TSLA's strategies aside from having a large dedicated fanbase to fuel sales. AAPL's strength has always been volume. They get first dips on the best technology their suppliers develop due to high volume. TSLA's strength is in manufacturing (Actually...

While you are correct that those are "design choices", anyone building it on the 5nm process would have done the same or mostly the same (An example would be PS5 using RDNA 1 and developing their own architecture to mimic some RDNA 2 features while XSX uses off-the-shelf AMD RDNA 2 features...

Apple did not design the node. TSMC did. I think Apple fanatics are giving way too much credit to Apple. The M1's power comes almost entirely from TSMC's 5nm process, not the "design" of the chip. Chip design doesn't really have much impact on computing performance barring any kind of...

You are right that it does not feel like irrational exuberance. Everyone on non-tesla specific investing boards are calling this an 'obvious bubble', which actually gives me more confidence that the run-up may be much larger than people are expecting and that the possible dip post-Dec 21 won't...

Most people are expecting a crash (See Tesla vs Berkshire marketcap thread on /r/investing), so I'm going to come out and say the stock is going to go to $2000.

Okay, that makes more sense.

Tesla robotics?

Wouldn't that help competitors who are building FSD?

To anyone invested in NIO and/or XPEV, why? TSLA's potential is in energy storage and robotaxis, and if they ever succeed in the latter (Which will probably happen), there will be far fewer cars sold. NIO and XPEV are way too overvalued and are just riding on TSLA's hype.

I did not assume he can use leverage. My calculation was about proving that leverage doesn't exist in the long-term. Regardless of whether I included rent in my calculation or not, it doesn't change that leveraging on the asset's value disappears in the long-term. Please review the calculation...

AZ is at play again.

Example of leveraging: House Price: $100,000 Downpayment: $5,000 Annual appreciation rate: 1.5% House Price after 1 year: 101,500 Sell the house at $101,500. Subtract $100,000 to get $1,500 in profits. $1,500 / $5,000 = 30% gain. This is the benefit of leverage. Holding onto the house doesn't...

BU...BU...BU... MUH EXPERIENCE! THESE MILLENNIALS AREN'T SUPPOSED TO KNOW MORE ABOUT FINANCE THAN ME!!! :( TheKiwi and everyone else that got destroyed, please stop posting and embarrassing yourself.

Ok, since you're scared to do the calculation for you, I'll do it for you. Suppose you buy 1 house and only 1 house for 30 years. For the sake of simplicity, let's assume that you have a mortgage interest rate of 0%, so you're paying down the principal every year. Let's assume there are no...

No, you do not. Leverage only works if you're selling before amortization ends or if you're buying 20 houses in a year assuming 5% down. You are doing neither, so you do not have any leverage and will be making 1.5% annual appreciation. Again, do the calculation for 30 years (Or however long...