Muaddid
Member
It's the "China : You also have to provide us the ability to steal your tech"
that I like less...
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It's the "China : You also have to provide us the ability to steal your tech"
that I like less...
What tech to steal ? They can as well buy Tesla car and disassemble it to analyze it.. would be the same
It's common that in China generations live together, like 3 or 4 generations. Even just two (grand)parents, and two adults, with 1-2 child(ren), that's already 5-6; also, Chinese care deeply about "status," a lux car/SUV is one of those things that show off daily, whether others willing or not, to your neighbors/colleagues/friends/other drivers/pedestrians. I guess Tesla HEPA filter doesn't hurt either, given the air quality in China.
Elon official stance is: "Please do copy us. We won't sue."
Tesla is not about what they know, Tesla is about the rate of improvement.
Before China manages to copy some X Tesla's tech, Tesla will aready be way beyond that.
And even if they are still using that X, end result is production of X just increased.
You think Chineese will be able to produce X at lower cost than Tesla? Not without huge government subsidies (i.e. losses).
Muaddid
Member
On the car side I agree but on the battery pack, not so sure...
edit : There's the exact chemistry yes but also the way to make the batteries at low cost (automation), but yes maybe the risk (cheap Chinese knock-offs) is offset by the size of the market this could address.
In Elon we trust
ValueAnalyst
Closed
TSLA is deeply undervalued, so there will be times when it shoots up or down absent any news.
The only "news" that matters is that TSLA is deeply undervalued vs. intrinsic value.
Everything else is used by CNBC and others as an excuse to appease "investors" who cannot handle cognitive dissonance.
True for patents to a large extent (subject to "good faith"). IMO not really true for confidential information/trade secrets.
Manufacturing tech is Tesla's moat for next 10 years according to Elon. I agree they can stay ahead by continuously innovating but IMO better to be able to maintain production tech proprietary and continue to build the lead by innovating.
Note to the Forum: multiple "not an advice" per TMC Investor Roundtable: TSLA Market Action page get bots into a buying spree.
Next time let's coordinate usage and limit other OT posting on that page.
Not an advice.
ValueAnalyst
Closed
Sounds great.
But, of course, this is still the TSLA market action thread
Fine.
FWIW, the jump in TSLA seems in part in-line with certain other tech stocks (see GOOG), so I doubt there's any specific news.
Also TSLA underperformed vs. some other tech stocks (BABA, NVDA etc.) over the last five days, so maybe it's just catching up.
DurandalAI
Member
Earlier this year I was expecting $400 by the end of the year, now I'm expecting $450, and that's just from Model 3 plus Tesla Semi news. I continue my pebble buying as I can. I view extra GFs as mostly neutral and barely positive on SP unless it can be done without share dilution. Personally I think most analysts will be blown away when 2017 is finished out with over 30,000 Model 3 deliveries. I suspect most speculate Tesla will only deliver under 10k.
PS. I never give advice.
ValueAnalyst
Closed
I'm staying away from weeklies, but if I can sell my real estate at a fair/good price, and the stock is at ~$350 later this year, I may by 2020 LEAPS.
2.7% of my portfolio in my case. But they are 360's which were trading near par value. So if the stock was flat tomorrow due to no news I am not out anything.
Edit: this is one of the largest weekly trades I have ever done. not an advice.
racer26
Active Member
The 382.50's I bought are currently about 1% of my Tesla stake, but they're up 40% already. When I bought them they were around 0.7%
Few hundred bucks of gambling.
pz1975
Active Member
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