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ValueAnalyst
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Primarily because the argument makes sense. Secondarily because we would've seen a larger jump in deferred revenue if the opposite was true.
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I did not mean to say that you've implied it. What I was saying is that in my view your dismissal of positive impact of information included in 8-K on SP (a reality by now) is linked to your view that SP is much lower than it should be and your dismissal of market concerns over M3 damping sales of MS/MX.
I did not say that any single item from 8-K which you are trying to consider separately "automatically" confirm anything. What I am saying is that incentive plan and increase of funds available for leasing, together with Elon's pulpable concern about osbourning during the M3 reveal, which by the ER call was non-existing, ant the upbeat demeanor at the ER call as well as strong guidance on increasing demand (although based on short term uptick in orders) - all of these together present pretty clear picture of the continuing strong demand for MX/MS post M3 reveal.
As for your specific questions, the establishment of the incentive plan signals strong demand because it mobilizes sales organization to reach for a goal that probably was not deemed previously achievable. It signals that a lot of hard work is required, but the goal is within reach. No sense to create such plan for a goal that can't be reached. The plan did not exist in the past, but it does now. Together with other info mentioned in paragraph above it implies that situation with demand changed materially for the best.
Regarding the $75M expansion of the funds available for leasing, if Tesla "already planned" to lease these cars, the funds would have been allocated accordingly. The fact that they were not and Tesla needs to add them **now** means that Tesla current leasing projections exceed projections that were made when the 2017 leasing funds were initially allocated.
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Marvellous - was this by the master himself, Grunthos the Flatulent?
Of course if anyone REALLY wants to understand TSLA price movements, the reading Hitchhikers is a good starter no pount...
3Victoria
Active Member
Waiting4M3
Active Member
Critics: "What Tesla wants to do is impossible!"
Elon: "Could you please quantify the impossibility?" (hunched over his Infinite Improbability Drive)
Waiting4M3
Active Member
But it's too boring just sticking to the market action, it goes up, it goes down, what else?
To EV, or not to FCEV, that is the question:
Whether 'tis nobler in the mind to suffer
The gas and diesel of large oil companies,
Or to take arms against the two Koch brothers
And by opposing, end them.
Whether 'tis nobler in the mind to suffer
The gas and diesel of large oil companies,
Or to take arms against the two Koch brothers
And by opposing, end them.
Waiting4M3
Active Member
Roses are red
Teslas are fast
Buy and hold rinse and repeat
Shorts watch my amazing trading strat
Teslas are fast
Buy and hold rinse and repeat
Shorts watch my amazing trading strat
"Don't try to understand short term TSLA price movements", said Ford Prefect, "it's horribly like being drunk".
"What's wrong with bring drunk?", asked Arthur.
"Try asking a glass of water", replied Ford.
"What's wrong with bring drunk?", asked Arthur.
"Try asking a glass of water", replied Ford.
ValueAnalyst
Closed
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Tesla opens new store in Virginia and wins contract to install solar at colleges
This is just the very beginning of the snowball effect..more people, states, cities, countries will hear about Tesla, the more they will start to notice them, research them, and the more they are grown attracted to them, and the sales will explode..
This is just the very beginning of the snowball effect..more people, states, cities, countries will hear about Tesla, the more they will start to notice them, research them, and the more they are grown attracted to them, and the sales will explode..
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Yes, a simple software upgrade and all these cars magically get full FSD capabilities?
Pay no attention to such articles...
Tesla’s Push to Build a Self-Driving Car Sparks Dissent Among its Engineers
Or the fact that FSD HW built into 2016-2017 cars will be completely outdated by 202X. I wrote about this a few weeks ago:
Elon, Where is the FSD features you promised?
The WSJ article linked above seems to confirm many of these issues.
"Full" FSD in current cars (2016+) is nothing but a pipe dream at this point.
T34ME
Active Member
1. Has anyone conducted a poll on TMC to determine how many shares anonymous members have invested in TSLA?
2. Has anyone conducted a poll on TMC to determine what percentage of their portfolio anonymous members have invested in TSLA?
Shorts are in the red
Naysayers are feeling blue
I'm long in TSLA
How about you?
2. Has anyone conducted a poll on TMC to determine what percentage of their portfolio anonymous members have invested in TSLA?
Shorts are in the red
Naysayers are feeling blue
I'm long in TSLA
How about you?
ValueAnalyst
Closed
Your poetry isn't "bad" enough
I'd be curious in estimating the total shares TMC members/viewers control as well.
ValueAnalyst
Closed
Hmm - I'm not sure if WSJ is a reliable source on anything Tesla...
Everything I see leads me to believe FSD will come sooner than some here expect. We'll see how soon. I won't make any predictions.
I do expect, however, that Tesla Network will start at some point next year with Level 3/4 autonomy in certain metropoles.
Did you read the article, including the various quotes by Tesla engineers working on AP and FSD?
Or you dismiss it before reading it?
Otherwise it's the common TMC echo chamber in action - dismissing negative or critical news.
(PS: Why was the FSD thread linked above locked? Strange, lots of useful information...)
Elon has reserved that name for first manned SpaceX ship that goes to Mars.Heart Of Gold
jelloslug
Active Member
The Blue Owl
Endangerous Herbivore
I read the article. It's free of commentary, and based on previous statements from Tesla and Elon, as well as several named former employees. It is in the WSJ, but this particular article is as factual and detached as they come, and it's not all roses.
It describes a company that charges ahead despite pushback from many of its own engineers, reflecting the collision between the very high difficulty of the problem and the relentless nature of Musk himself. Whether Musk is striking the right balance between setting aggressive goals/schedules and appropriate caution remains to be seen. Musk isn't infallible, and I have a soft spot for engineers who advocate caution in the face of what they see as unreasonable promises from the management.
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