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  1. N

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

    May or may not be the case. I seriously think he has some mental health problem. I got this feeling of him started last Nov.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    20:1 is such a stupid idea. And it's a shame that Rob is on it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'd rather Elon focuses on Tesla's business, not to spend time to fulfill a random stock holder's curiosity. Yes, it's Tesla's achievements as a business, not these distracting questions, that will drive humanity forward.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Dave really should get off of Elon's back with these questions. In what world is he expecting Elon, or any CEO of any company, to reveal so much inside info to the public? These questions are nothing but distracting and idiotic.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This. The YTers, most of them started as Tesla/Elon fans (at least the ones I cared to watch), but all of them turned themselves into Tesla/Elon enemies. When the got into the YT business, getting subscribers and attentions to their channels becomes their number 1 goal, and nothing else matters...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'd guess your twitter followers is probably a group of highly concentrated EV enthusiasts, so the result could be highly skewed. Still a very fun result to watch.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Are you sure what you were the paper is talking about? 72k hours is close to 8 years.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Exactly. Cybertruck doesn't need everyone to love it to become a successful product in the world.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Actually yesterday's reporting was even worse: H1: 9.3 H2: 6.0 H3: 3.9 H4: 3.6 H5: 3.4 H6: 3.0 H7: 2.4 Total: 31.6 Reported Total: 48.9
  10. N

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

    Today's reported trading volume is very weird. The total is 36.8m. But if you look at the hourly, they are these: hour 1: 10.8 hour 2: 6.0 hour 3: 4.2 hour 4 (only half an hour): 2.5 Total: 23.5 Any insights?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The turnout rate for GOP will drop significantly next time due to the disappointment on the lack of reactions of them on the fraud claim. GOP is done.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    All your good dreams are based on one single thing - the FSD becomes a reality, which may or may not be true in 10 years.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just wondering, did the short ban in France and Italy help to push up their markets? Also what would happen to the existing short positions tomorrow if short is banned, say, tonight? I think we should think about the consequences.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sorry... who's this guy? doesn't look like a smart dude to me.
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    Papafox's Daily TSLA Trading Charts

    Regarding the theory of the big dogs will keep supporting the share price on Wednesday... Are they not finishing the sell of the shares for this round of raising still? My uneducated guess is that they sold the shares on the day they closed the deal, ie last Thursday. It's only 2m shares after...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do we have a date for the Battery Invenstor Day now?
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    Valuation

    AAPL's PE has been under 20 in the past 15 years or so, no matter how fast they grows. Maybe TSLA will follow AAPL in that regard given that they are both HW companies, per se.
  18. N

    Articles/megaposts by DaveT

    I can't disagree more although I'm long TSLA and support the privatization. As you correctly pointed out, Tesla pushed so hard at quarter end only because there is hard line quarterly report requirement as a public company. Without this requirement, Tesla's operations of course will be a lot...
  19. N

    TSLA Market Action: 2018 Investor Roundtable

    I wouldn't count on hhe end of Q2 target date at all. I'm inclining to believe that mostly likely they might be able to achieve the 5000/week by end of 2018. the 10K/week goal will likely never be reached. I have reasons for that, but I'm tired of typing.
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    General Discussion: 2018 Investor Roundtable

    My guess is that they see some very fundamental issues that there is no way to have a quick fix. Unfortunately this also means that their latest delayed schedule is unlikely a reliable guidance. I think they are throwing dart with the new dates.
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    TSLA Market Action: 2018 Investor Roundtable

    And the real problem is, even with this delayed schedule, you can't trust that it is going to happen. And my guess is that it won't.
  22. N

    General Discussion: 2018 Investor Roundtable

    Kind of inline with my thought too. They'll probably be in 1k/week in Q1 and Q2, and run up to 2+K in Q3 and Q4. There will never be a sudden jump from 2K/week to 5K/week at any point. Don't think production ramp can work that way, even at Tesla.
  23. N

    TSLA Market Action: 2018 Investor Roundtable

    It is abundantly clear by now that there will be NO so-called "exponential" ramp up in production. It's just a mirage. automobile production is such a difficult thing, it's a miracle if they can just ramp up linearly. My ambitious goal for the 2018 production of M3: Q1 - 15K Q2 - 25K 2H - 75K...
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    2017 Investor Roundtable: TSLA Market Action

    Judging just by these two videos, this junk is just so so stupid. How did he made his fortune?
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    2017 Investor Roundtable: TSLA Market Action

    He doesn't have to. The best part of stock market is that people can do whatever they want, just need to pay the price when they are wrong.
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    2017 Investor Roundtable:General Discussion

    People who are persistently short (TSLA or others) are sick people, they choose to look at the world from negative lenses, and wish for every possible disaster to happen to others and the world just so that they can make a few bucks. Some people are just naturally evil. Sad part of humankind.
  27. N

    2017 Investor Roundtable: TSLA Market Action

    Exactly. Investing in stock market requires vision and acting ahead of the curve, and taking the risks of course. When you can see fore sure these promises are about to happen, they will have been baked in the SP. I guess the question is whether you want to catch the SP appreciation in the...
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    2017 Investor Roundtable:General Discussion

    Be careful what you wish for. You hope AI could stop human stupidity, but AI might well decide that the best way to do so is to eliminate human beings all together.
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    2017 Investor Roundtable:General Discussion

    If they won't kill millions of people, it's most likely because there is no need, instead of they can't or no stomach. There will be no need to do mass killing because the majority of earth population will be de-intelligentized and be fed and herded like animals. Like today human beings don't...
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    2017 Investor Roundtable: TSLA Market Action

    I have limited experience on options. Never quite figured out how selling long term puts is a good idea. From the only time I sold put, my broker hold funds in my account equal to the amount of purchasing the underlining stock at the strike price. So as in your example, say you sold 10 puts...
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    2017 Investor Roundtable:General Discussion

    Anyone know where to view tonight's semi reveal online? Couldnt' find anything on Tesla website.
  32. N

    2017 Investor Roundtable: TSLA Market Action

    WE all know the 3mon or 6mon delay thing are all imaginary, nothing solid to be bet on there. But it took only about 3 months for NFLX to travel from 300 to 50. So time wise, it's mroe than enough for TSLA to do the same.
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    2017 Investor Roundtable: TSLA Market Action

    Is it possible for TSLA to follow NFLX's Aug 2011 script, in which case TSLA could go to 50, or at least go below 200 and stay there for 10mon or so.
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    2017 Investor Roundtable: TSLA Market Action

    Really can't trust them on this 3 month delay rhetoric. If all previous promises have been broken, I just don't see any reason to count on any of their new promise. Tesla's execution really sucks.
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    2017 Investor Roundtable:General Discussion

    As far as I remember, Elon's zero doubt statement was for the 10000 ran rate by end of 2018, not for the 5000 ran rate of end of 2017.
  36. N

    2017 Investor Roundtable:General Discussion

    No. It won't take that long for Chinese competitors to ramp up so long as Tesla setup factories in China. 2-3 years is enough for them to get all Tesla's technologies.
  37. N

    2017 Investor Roundtable: TSLA Market Action

    Tesla already had access to the Chinese market. The only reason for a factory in China is to cut costs, and cut profit by half at the same time (due to JV). And lose all competitive edge quickly.
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    2017 Investor Roundtable: TSLA Market Action

    Look at how many western companies in various industries are struggling these days to compete with Chinese counterparts, and fail. They wouldn’t have been in such a situation if they weren’t smart enough to give away their core secrets by moving their operations to China to “save costs”. Yeah...