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I agree short term movements are unpredictable, but that doesn't mean it's not worth reacting. Perhaps some piece of news hits tomorrow like a new SEC investigation and FUD associated with that causes a large drop in the share price. The timing of this event and the reaction to it would be...

I'm a long term believer in Tesla and would very much like to simply buy and hold for years, but I also recognize that Tesla is an exceptionally volatile stock due to a lot of extrinsic factors including politics, short selling, exuberance etc. That's going to make it a much wilder ride - up and...

I think it's because the circuit breakers aren't in effect in the last 15 min of the day (not certain of this). If you trigger a >10% drop earlier in the day then trading stops and people chill. Whereas if you trigger it at 3:45 then people have unlimited ability to panic for those 15 min, plus...

Sold 1/5 of my shares here ($542), after selling my first 1/5 at $420. Collectively that moves TSLA from about 95% of my portfolio down to 60%. I'm very bullish long term but this price is getting high so it seems prudent to step back to a level where I'm more comfortable riding out the peaks...

$510 -> $520 in only one page of this thread.

Nice jump to $514

Yeah Tim's gonna want to see the next ER at least.

World record for 4 lbs test line is a 573 lbs marlin. It can be done: https://www.marlinmag.com/blue-marlin-record-mens-4-pound-test-line/

I'm starting to get worried/FOMO about the $470 covered call I sold for this Friday. Figured a 6% weekly gain ($443 -> $470) was safe. Pretty remarkable that just a week ago this stock was at $405.

I think Tesla is lined up for ~550k for 2020. I think the Y will cannibolize the 3 at Fremont, so we'll see roughly: Fremont: S & X: 60k M3: 230k MY: 140k TOTAL: 440k Shanghai M3: 120k GRAND TOTAL: 550k

He's making victory laps on twitter:

$393.15 Close

CorneliusXX = Lin Wood?

The design isn't weird just to be weird, but rather a case of form follows function. The cybertruck offers a lot of great functionality that traditional pickups don't and would sell in F150 numbers if the aesthetics weren't so polarizing. I can tolerate it, except that I wouldn't want to be...

I don't see the 146k reservation tally as that great. For context, the Model 3 was at 276k pre-orders after 2 days. The Cybertruck isn't quite at 2 days yet but is at 146k through 1.7 days, so it likely to be around 160k at that point. So it's on track for about 60% as many reservations despite...

I wish Elon would sell the practical advantages of the truck during his presentation. Presumably they choose this shape, materials etc for a reason, but he didn't explain it well. Stainless steel = no rust, would be a great point (but wasn't made). Stainless steel = stop 9mm rounds, is not...

Assuming they are selecting the current form for good reason (e.g. structural/aerodynamics/manufacturing), they could at least use panes of dark glass to give the sides a more traditional shape, despite not being one. I like a quick sketch of this better (below). Further improvement IMO would be...

It's a giant truck where a door opens and then the much smaller real CyberTruck drives out the front.

Corvette won car of the year: New Corvette name MotorTrend Car of the Year - CNN

FWIW, on Ford's Canadian site they are advertising the 0 - 60 mph of the First Edition as mid-7's:

It seems like he's making this stuff up as he goes. A week or so ago someone else was talking about the importance of havings stops when you're shorting, and then turned to Tim and put him on the spot to ask where his stop was with TSLA. He said $315 - $320 while appearing to be making it up on...

It's cool but pretty hard to read. They could help us out a bit by filling it in a little more.

Drama aside, do we have a good answer for the question Einhorn poses about why Tesla's accounts receivable are so high? E.g. time lag involving line of credits? Delayed payment for energy products?

The shorts can't even write an article about slowing demand without a freudian slip revealing the truth. I suppose the author meant to write "stagnating".

That makes sense. I was perceiving the close side as angling up, but it's angling down just like the far side.

Back end is alright - better than the X. My opinion is neutral. I was hoping for a bit more of a boxy utility shape. This thing is awfully close to the Model 3. In the presentation I wasn't sure if it was really the Y or they just rolled another 3 out. But it's fine. Nice to see abandoning the...

Tusk = The appendage on Supercharger V3 that automatically connects to your car, enabling autonomous charging.

Looks like TSLA is intent on not being re-caught by Daimler. Now over $6 billion / 10% ahead.

All you're proving is that a company could tank their share price if they did something dumb like sell shares below market value. If the company is worth $2 million and has 2 shares, then the shares are worth $1 million each. So sure if they sold two shares below value for $500,000 then that...

There's two topics intermixed here: the effect of paying off the bonds in stock and the effect of short selling. Short Selling If you have a company worth $100 and they have issued 4 shares, those shares are worth $25 each. If a short seller decides to sell these 25% ownership shares to more...

NO! This is the classic mistake that gets made every time new shares are issued! Tesla is not giving these shares away. They are paying off debt with them. Tesla winds up half a billion less in debt so the company is worth half a billion more. So more shares but more value. Share price stays...

I don't know the situation well, but a quick skim of Tripp's note had me thinking he was referring to the deliveries tent, not the GA4 tent.

Tesla passes Daimler in market cap:

I think the $35g Model 3 for China is a misunderstanding. I doubt you can actually order one - I suspect Tesla is just referring to what it will cost eventually.

BMW a few days ago, and perhaps Daimler shortly:

I think people are misunderstanding what Elon said about not caring about the pickup truck acceptance. First Elon said: I actually don’t know if a lot of people will buy this pickup truck or not, but I don’t care. But then he immediately followed that up by saying: I mean I do care...

Consumer Reports article on Nav on Autopilot. Mixed conclusions - likes the tech, concerned about safety.

You have evidence of this?

I sold my last remaining J19 $390 LEAP and put the money back into stock. I'm optimistic about the stock direction over the coming weeks, but it's getting too close to J19 to make holding this much more than a lotto ticket. I was glad to see the price rebound to a slight profit after being...

There are 3 comments and 1 is pro EV. That's a pretty sample size to declare a winner.

This would be easier to do if Elon has provided some direction or magnitude on the discrepancy. He didn't say if the IE numbers were high or low, nor how far off. So all InsideEVs could do is add a statement saying apparently their estimate isn't perfect.

Looks 1 of the 3 new 2170 cell lines is operation, with Panasonic saying today they've got 11 lines cranking and two more coming soon. I believe the last we heard was that it was almost ready. Someone should do the math on how many cars Tesla can produce with 50% MR and an additional line...

Can we keep the personal jabs about short sellers (or anyone) out of this thread? I think Anton's articles are wrong and terribly misleading, but that doesn't justify Trump-ian mocking of his face. Take the high road.

They do. Elon is saying that they since they switched from producing cars for California (late September) to East Coast (October) there is going to be a gap in deliveries due to the longer transit time, even though production is humming away steadily. So deliveries are lower than production...

Yeah it's highly misleading that they compare their "real world range" observations to WLTP for most brands, so most cars are ~10 - 20% short in the "real world", but then for Tesla they compare their real world results to NEDC results. Of course they get a larger difference since WLTP is more...

I think his point was that the current value of Tesla's existing sales is $20 billion, and then growth will add to that. He's not saying that $20 billion is the total value. Everyone values growth differently, so he's left that up to others to decide.

Another bear switches teams:

The LA Times has an article on Tesla's awesome's Q3 earnings. The funny part is that Anton Wahlman - who spends 95% of his time writing wildly misleading anti-Tesla articles on SeekingAlpha - is quoted in the article as someone who goes both short and long Tesla, as if Anton might have possibly...

Interesting that the Seeking Alpha editors actually flat out change bullish headlines to bearish ones:

Thanks for this. I appreciate you explaining my error.