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  1. G

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

    I do not think this means model 2 is dead. In fact, the opposite. Model 2 (or whatever you want to call it) will be manufactured in a more compromised way than originally planned but it will be available sooner. Tesla absolutely needs a lower priced variant for 2 main reasons 1) one does NOT...
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    FSD experience

    It's time for everyone to get over the name. Tesla has said for MANY years that FSD requires a driver to be present. It's amazing to me how many people find something to complain about with regards to the system. When Tesla did not have the systems in place to monitor if a driver was paying...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That only makes me more nervous. When was the last time Elon crushed a CC? I remember the magic when he would get on a call and basically turn the sentiment around rather quickly, it seems as though his anger these days far outweighs any optimism and that translates poorly. Let's hope I'm...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree with many here. 12.3.4 seems like it's a step backwards. But, this is how they learn so growing pains are to be expected. I've got a long drive today, mostly highway where there are few issues but I'm hoping to get a better idea of the update's performance. FWIW, 12.3.3 blew me...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    8/8 event is proving to be even more important than usual. This forum, which is well above the average TSLA investor in terms of knowledge, is throwing around all kinds of theories regarding what the actual game plan is from Tesla. Bottom line is we are all trying to make sense of the events...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    TSLA is no longer a aspirational stock, it is now a “show me” stock. All positive momentum is gone and only the diehard believers remain. Strap in as it can get a lot worse. Sales numbers, guidance, profits are all under attack and the vision for teslas future is shrouded in mystery...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'd argue NONE of us on this forum have any clue how far off we are but the fact that there is an announcement 6 months away leads me to believe that the engineers at Tesla realize how close they are. I'm going to give them the benefit of the doubt and yes I realize Elon's track record with...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Absolutely I do. 12.3.3. and it's pretty darn good. I'm not saying it's perfect but remember it's just switched to a different architecture on 12 and I'm sure we will see much faster progress from here on out. I can see it doing many drives in smaller geo mapped areas just running on current...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, I think the problem was that WS was afraid Tesla would give up on the "model 2". It seemed obvious to me that both programs (low cost vehicle for sale and robotaxi) can not only co-exist, but be complementary. I'm sure this is NOT the way Elon wanted to break this news but like others...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Robotaxi program will shift focus off of P&D numbers and get WS to realize that Tesla is NOT just a car company. Something that most of us on this site have realized for a long time.
  11. G

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

    Nope, I have FSD and one of the things Elon touted was the ability to use the car to make $$$. Now Tesla will have smaller models (model 2 or whatever you want to call it) to develop their own fleet. It’s coming , if you don’t have FSD you can’t possibly imagine, if you do have it … you...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon confirmed it’s not true. FSD 13.3.3 is fantastic, I’ve been an FSD user for close to 3 years now and it’s really fun to watch the improvement. This new version is for real and I can totally see a future where robotaxis exist, and it’s not that far away. That said, there is no reason...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Imho Margins are everything. Good to see those trending in the right direction.
  14. G

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

    Not sure. Probably AAPl, which will never have the kind of monumental gains TSLA is capable of but then again I don't have to wake up every day and worry. I reached my 12 Million goal about 2 years ago when TSLA was at ATH, I'm kicking myself for not following my initial plan and selling at...
  15. G

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

    Really considering liquidating most of my position, I’ve lost well into 7 figures from the highs and I see lower margins and more Elon issues on the horizon. It’s been an amazing run but this company is run by a mental patient and I don’t have any faith in him short term. Teslas long term is...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The hostility on this forum for anyone who dares to question Elon is not at all helpful for dialog. I can understand Elon's point but I do not think a public forum is the best place to bring it up, the stock has already been under so much pressure one would hope that Elon would not want to do...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For the record, I know a couple and they very much enjoy being peed on, but that’s probably a better topic on another forum. 😳 Tesla just announced they updated the S and X, maybe we could discuss that instead?
  18. G

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

    Not sure why your reply is so hostile. It would simply be nice to read headlines that were more specific to what TESLA as a company is doing rather than 1 persons antics. But I guess those headlines don't get clicks. It's a shame for those people working their collective butts off at Tesla...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tsla down almost $7 in pre-market and is down over 40% from ATH and the talk on the forum is about Musk fighting another CEO. 😞
  20. G

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

    What is the rumored specs and price? Thanks
  21. G

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

    if memory serves, Elon announced that we might get some deliveries of the cybertruck at the end of Q3. Does that sound correct? Obviously, that could prove to be a nice catalyst for SP
  22. G

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

    Yes, I can separate the two as an investor who has watched the shareholder meetings and has taken a real interest in the company. The problem is the average person can’t, and it has definitely tainted Tesla’s brand image. I’ve had many a discussion with friends who ask me what the hell is going...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So Musk wants to deliberately keep the stock price low in order to retain talent? "Talent" in Silicon Valley is drawn to companies that have rising stock prices it's how they get real compensation. Many of these engineers make decent incomes but the real money is made on stock options...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    BTW, Zach stepping down should have and easily could have been addressed on the CC we just had recently. That would have been the perfect time to introduce the new CFO and talk about the transition in a way that might have eased investors concerns.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Would you mind elaborating on this? I would love to know why a higher stock price would not serve the mission. And while your at it, explain the ridiculous memes that Elon puts out regarding shorts?
  26. G

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

    Since the CEO is also a joke, what did we expect? I'm sure the thumbs down will come flying but really, a cage match with another CEO? Especially since Musk will look like a complete idiot while getting the snot beat out of him. Sorry kids, TSLA is a crap stock right now and that is a shame...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I drove about 125 miles yesterday basically from the San Fernando valley to Laguna beach and back and the FSD was simply amazing. Had one small issues but when you look at the highway performance, FSD is ready for prime time! Much safer than humans, most of which are texting and staring at...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Absolutely relevant in this forum. Choose whatever side you want and vote for whomever you want to but it's important to be informed of either party's agenda, as ill-informed as it may be. Cheers to the longs.
  29. G

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

    Well, lets see what happens in the next couple of trading sessions but I won't be shocked if we start trading back up around $280 give or take a few bucks.
  30. G

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

    The numbers were acceptable. The CC, not so much. I'm not surprised by this reaction, yes it's an overreaction but then again this is TSLA, so par for the course. I expect the reaction to be short lived but I also see us stuck around $280 give or take $10. Need to see Cybertruck...
  31. G

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

    Well, if this is the though for the margins, I'm fine with it. I expect we see $300 in short order, possibly before tomorrow's open. Well done Elon and Co. Cheers to the longs
  32. G

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

    The EPS beat seemed baked in after hearing the P&D numbers. Margins are what are my concern. Looks like it's not great but not so bad as to sink the stock,
  33. G

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

    Nice reaction but I've yet to hear about gross margins?
  34. G

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

    I have done everything from touring to musical theater gigs .... pop, rock, jazz you name it. Gotta be versatile to make a living in Los Angeles. With regards to what kind of guitar? My guitar addiction is out of control at this point, it's a combination of guitar lust I've had my whole life...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @winfield100 It's Guitar Player .... professional musician by trade so my whole life has been a gamble :) AND, I didn't sell my entire position ... in fact a very small amount. 20% of my IRA, we have most of our TSLA in a larger trading (non IRA) account. So really probably sold about 5% of...
  36. G

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

    They make a very nice truck and SUV. They could be a great buyout target for anyone looking to get into the EV game so I'm not of the opinion they go out of business. After all, the market for EV's is growing exponentially, which makes their survival much more possible. In any case, I'm...
  37. G

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

    TSLA was a hell of a gamble when I first got in, which was probably well before most on this board. I've made a hell of a lot of money on TSLA and I see the opportunity to do it again with RIVN. I can throw 20% of my TSLA gains into it short term. I highly object to the "gambling" analogy...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Their financials look much better than Tesla's did early in Tesla's corporate life. Frankly, Tesla was hanging on by a thread and if Tim Cook had taken Elon's call, Apple may very well have stepped in. That's not hyperbole, Elon has stated that Tesla was in very bad shape at that time. Rivian...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sold about 20% of TSLA in my IRA yesterday to go into RIVN. Tesla is far better as a company but TSLA has been a poor performer for a while. I'm still a TSLA long but I've decided that there are many other great opportunities out there and I need to make some moves to free up some $$. I was...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Congrats to TESLA on a fantastic quarter of production and deliveries. I will echo other's sentiments regarding margins as I'm in the camp that believes those large margins are helping to drive the SP. While Tesla's margins are light years ahead of any of the other traditional automakers...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Weekend off topic: Please excuse the off topic question. Going to Maui in a few weeks and looking at rental cars, Model 3's are widely available but I don't know what kind of charging infrastructure to expect. Not many Tesla superchargers so I'm obviously going to be relying on other charging...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    India is changing rapidly. The middle class is surging and the Indian govt is very pro business … I think you might be surprised and what happens there. Time will tell but I’m pretty sure india understands the importance of tesla as a brand and any chance they get to tap into it will be...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ok … I’ll just say this: the first time I pull into a supercharger and have to wait to charge behind a Ford … I’m gonna be pissed.
  44. G

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

    I'm trying to find an angle here ... I don't see how this is a positive for Tesla but I'm willing to listen to ideas. Here was my first thought: Do you remember when Microsoft bailed out a little company called Apple, who was on it's deathbed? How'd that work out for Microsoft?? Tesla...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    310 to 422 ?? YOY ... that's amazing growth! Well done Tesla and crew.
  46. G

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

    Well, I appreciate your enthusiasm! Not sure if I agree with your $1000 target but if it happens, I’m inviting you to my island for drinks!!! Cheers to the longs!
  47. G

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

    Just bought some more TSLA. Sell off makes absolutely no sense .... as usual. Cheers to the longs