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Never thought I would be pining for more Tesla "buying opportunities" so soon after the Great Devaluation of FH 2019. Yep, I sold most of the pile I accumulated then into this rally, at an average selling price of perhaps ~$400. It was the cautious, cool-headed, realistic thing to do ;-) Just...

Yahoo Finance finally got the news (via Bloomberg, sourcing from Electrek). As recently as 45 minutes ago, Google News was pretty clueless too. The downside of having algorithms for editors.

And to riff on this even more, a substantial Q-over-Q increase in non-U.S. M3 sales this quarter seems baked in, given the expanding markets and likely logistics improvements.

Yeah, that would make 26,600 M3s for the first two months of Q3 vs 24,000 for first two of Q2 -- an 11% Q-over-Q increase.

When Tesla's SP hits $215.50 and you go "well, that's not bad!" It's a whole new (ab)normal. May it blow over like a bad dream, soon. (Last purchase: Friday, at $213.)

Wow. Go, Galileo, go! Why Big Tech is a better fit to buy Tesla than a car company (Almost breathtaking to see the kind of respect Gali is getting from these Yahoo business pundits.)

They could — for example, and assuming they truthfully can — make some reassuring statement in their defence along the lines of: We’ve installed _______ [a gazillion] solar panels since ______, and Walmart’s issues are rare and exceptional. Fires have been reported at less than o.xxx% of Tesla...

Yeah, but this is a damaging enough story that on day one it's likely driving all or most of a net 4% hit to the stock (Tesla down 3%; NASDAQ up 1%). Every story I've read includes "we reached out to Tesla..." Their lack of response implies they have nothing to counter with. Sure, they're...

As a shareholder, where is Tesla's PR response to this Walmart stink bomb? They had to know it was coming.

And now "a second pass," searching on the keywords <tesla solarcity solar panel fire> for dates prior to Aug 20. After going through the first page of 50 or so hits (many of them about the Walmart story because of links to it on old pages), only two stories relate to the Walmart issue...

I've been wondering: with so many SolarCity installations, why only Walmart? A first pass with Google yields one hint from 11 months ago of a systemic problem: SolarCity shutdown my system, apparently a widespread wiring issue : SolarCity

That's amazing. I'd forgotten how conservative their early G3 guidance was. I just searched through each of their subsequent quarterly update letters, and not once did they get "more Elon" about the timeline. In fact, they made no further comments. Pretty sure they'll rectify that in the Q2 update.

But doesn't the "default plan" to produce the Model Y at Fremont take up the slack?

You hit the nail right on the head: "What I’d like to know is, what is the goal of journalism? Is it to understand a situation and report on it so people know what’s going on? Or is it to find a sentence out of a long speech which doesn’t fit the rest of the paragraph, and to exploit that?"...

They've been buying the dip almost down to the very bottom a week or two ago: https://ark-invest.com/wp-content/trades/ARK_Trades.pdf. When Tesla was last in the mid- to high- $300s, they were selling the wave. Cathie Wood has been candid about their strategy of playing the volatility even with...

That’s kind of my point. The email probably was what it appeared to be. But I’d like to think that if it hadn’t leaked, Elon/Tesla would have said as much in a public statement to try and staunch the bleeding for Tesla longs (myself very much included).

About the “contrived internal email leak” question: if Elon/Tesla wanted to calm these very troubled waters, why not just convey the same info in a press release or other public statement? I get that there may be reluctance to break with a quarterly guidance schedule, but this has been a...

I've been so curious to see if they're still buying, but all I've had are their seemingly weekly updates (https://ark-invest.com/wp-content/trades/ARK_Trades.pdf), which showed no buys since late April. Where/how did you get this? I'd like that inside track, too ;-)

What's unnerving me today is the "existential" flavour of this update: "... we’re up against massive, entrenched competitors. The net effect is that Tesla must work much harder than other manufacturers to survive while building affordable, sustainable products.... "Higher volume and...

Don't be fooled by the layout of the chart. They hit 1-2-3 in June, then again in Aug and Sept. This time it's sustainable.

I didn't know about the 30k shares sale. The funny thing is Tesla is almost uniquely covered by so many negative stories every day in outlets like Bloomberg and BI that, over the course of a year, it wouldn't surprise me if there's enough data to be analyzed to yield statistically significant...

I would call it coincidence unless you can establish a statistically significant pattern of news stories by Bloomberg timed to hurt Tesla. Even in this case, why didn't they "wait" for it to hit $325 or recover all the way back above $350 in anticipation of a profitable Q3 report?

As much as I hate true FUD, reporting the news - even when it's based on confidential, anonymous sources - is how the news works. In the extremely unlikely event that a major news org like Bloomberg would risk its business by faking news in order to rig the market, there's always recourse to an...

Note that according to Bloomberg: "Federal prosecutors opened a fraud investigation after Musk tweeted last month that he was contemplating taking Tesla private and had “funding secured” for the deal, said the people, who were granted anonymity to discuss a confidential criminal probe." So...

Perhaps I should try and freelance for BI.

Shortsville Times Musk YouTube Breakdown Sends Tesla Shares Over a Cliff Brandishing an outsize glass of whiskey in one hand and a cigar-sized marijuana "blunt" in the other, Tesla CEO Elon Musk embarked on a samurai sword wielding meltdown during a live YouTube interview last night. His mind...

If he knows the guy really is a pedophile and not just someone who fits the stereotype, he's had more than enough time by now to have shared what he knows with authorities, investigative reporters or even his own gumshoes and to be in a position to back up his allegation (because now it's no...

For me, the big one was Amiga - arguably more beloved in multimedia circles in the 80s and early 90s than Apple. I believe when Commodore went bankrupt around 1994, the Amiga had become its flagship product - not that its iconic Commodore 64 didn't still have its devout fans too.

It was an ungraciously terse reply to a fawning, well-meaning open letter. But I expect better from Bloomberg than to headline it as some sort of Twitter fight.

I may not own a Tesla, but being a shareholder allows me to experience Ludicrous Mode a few times a week. Speaking of which, what's most likely to be driving the 0-60 this morning? Morgan Stanley lending credibility to the go-private deal?

Can't believe Bloomberg is spinning Arianna H's doting, motherly advice to Musk and his, admittedly, dismissive response as something akin to a Trumpian flame war: Terms of Service Violation (I don't know why the video link is shown as "Terms of Service Violation.")

My reaction, too. I was taken aback that he would still be worrying about shorts destroying Tesla on the heels of “profitable from now on.” That said, is there anything a heavily short-biased media can’t spin into existentially threatening FUD no matter how much more Tesla achieves? On this very...

I've followed up with a "corrections" (Corrections) email to The Times: SUBJECT: Poor reporting: "Tesla Directors Do Damage Control After Elon Musk Tweets" I believe there's a false assertion near the top of yesterday's story by Sorkin et al. about Tesla (Tesla Directors Do Damage Control...

From the lead of a Times story today by Sorkin et al. (Tesla Directors Do Damage Control After Elon Musk Tweets): "In recent days, according to people familiar with the matter, some of his fellow board members delivered a stern message: Stop tweeting. "Mr. Musk hasn’t heeded that advice. He...

Two days ago, I really didn't expect there would be yet another opportunity to concentrate more of my portfolio into one stock than I ought to. Oops, I did it again (at $348, selling some HASI to do it).

Screenshot of Yahoo Finance's Tesla news feed this morning.

Not sure if I'm stating the obvious, but, assuming TSLA shares in nonregistered Canadian accounts will be eligible for a private TSLA fund, it seems to me the solution to holding shares in registered accounts is simply to transfer them to a nonregistered account, whether directly or by selling...

I have a similar concern. I don't know of any way for Canadians to buy U.S. mutual funds (like the Fidelity SpaceX fund?), so the question is: will this fund Musk tweets about be open to "foreign" investors?

Oops. My mistake: SP popped from ~$357 to $371 immediately after his tweet; then back down to the low $360s two minutes after. Mr. Market said: "you had me going there for a minute, Elon."

The sudden pullback began exactly to the minute (11:48 AM CST) Musk made that tweet. I THINK he was being facetious, but he spooked a lot of traders.

Subtext of the Saudi stake? There's more where that came from should Tesla ever be in a pickle. Sub-subtext: If it's an existential pickle, Tesla may have to choose between surviving and selling a controlling stake to SA. However unlikely the latter may be, the prospect could be enough to...

A CNBC story on GM's new peer-to-peer carsharing service becomes one panelist's opportunity to throw some Tesla FUD bait (re: Refundgate). To his credit, CNBC's auto expert Phil Lebeau knocks it right down (starts at 2:50): GM launches peer-to-peer car sharing

Kudos to this honest broker (no pun intended) at CNBC: Tesla responds to report about supplier refunds

It’s a sociopathic level of journalism. As much as I used to hate the cesspool of online comments sections, I wish they were still an option on most news sites. There’s little readers can do with BS like this except have their heads explode.

Needham analyst: Tesla is overvalued Needham's Gill on CNBC today: "... all that they're selling right now is performance models, $78,000 and above ..." Say whaaaat? When I pretend to configure a Model 3 from here in Canada, the $49,000 base model (when I choose USD, or $61K CDN) with zero...