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Please define cautious Tesla shares up $6 billion in market cap, smashes through "death cross" in 1-week 
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The market is beginning to think like Papa Fox. Some of you traders must be making out like bandits!
Mike Smith
Active Member
ValueAnalyst
Closed
Chanos has been spreading essentially this same FUD for years, enticing others to join him in setting up losing short positions in TSLA. As I've said before, he doesn't get it. He's used to evaluating established companies in stable industries on a quarterly basis. Judging the long-term potential of an innovative young company in the process of disrupting long established capital intensive industries is beyond his pay grade. He should stick to buying or shorting the types of companies that might be better suited for the simple valuation model he learned in his college finance class.
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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.
ValueAnalyst
Closed
I don't think someone with his finance experience can be this blind. There's more to this.
I'm somewhat surprised that people find it more probable these gibberish points he repeats are due to his "not getting it" rather than his attempting to steer other people away from getting it.
I'm not a fan of what Chanos is saying, but, he strikes me as having more than enough brain power, familiarity with Tesla, and taste for independent critical thinking to know virtually all the content of what he says in that video and in the accompanying article is quite backwards.
update: lols, VA beat me to it by a nanosecond... we even did the exact same bolding of Curt's post.
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Esme Es Mejor
Member
The headline writer made a small mistake. It should read:
Famed Short-Seller Jim Chanos Headed for ‘Brick Wall’
dc_h
Active Member
I posted in general discussion as well. Really just trying to get focus on Tesla. If it wouldn't be too much trouble, it would be great if most everyone could comply.
Electric vehicle tax credit is reportedly safe in final US tax bill
Electric vehicle tax credit is reportedly safe in final US tax bill
VA, you know my "slow down turning upside down our 10% of the global economy cash machine" theory as to the massive 20-30% short position in Tesla for over 5.5 years : )
ValueAnalyst
Closed
yea... after he publicly and miserably failed on BABA, China, TSLA, and others, it's surprising that he still has any clients... Weird.
next Madoff in the making...
dc_h
Active Member
Model 3 sighting thread staying busy. Boston getting deliveries. Hope we’ll see 3000 soon. May beat 2500 for quarter and do seem solidly on track for hundreds per week. That should lead to low thousands by end of January. What is success exiting year and for Q1? I think hitting production of 1000 by last week and over 3000 a week by end of Q1 will be positive for Tesla and over 4000 a week will be amazing. Over 30,000 3’s in Q1 and on track for over 50,000 in Q2 will lead to positive cash flow and start the investments needed for 10,000 weekly capacity and next phase of the GF. I’m assuming the semi will be assembled in Sparks. The Roadster likely in Fremont or a nearby warehouse that could support 5000 to 10,000 annual production.
bdy0627
Active Member
But, c'mon everybody, don't you remember, he was right about Enron. Enron, Enron, Enron. He's got to be an absolute financial genius, right? And that was how long ago now?
jhm
Well-Known Member
I like how you think TT007. Though if SP exceeds $2200, Tesla will have to come out with a lot more colors, since that would give me enough in profits to buy 83 more Roadsters and it would be boring to have 10 or 12 of each color.
seemed worth sharing in both major threads,
Tesla Taiwanese Supplier HOTA increasing output to 5K weekly
This is the same supplier who announced a reduction in output shipping to Tesla (from 5,000 to 3,000 per week) days before Tesla's last earnings call where the bottleneck/~3 month delay was announced. If you look at the link above, and the article it in turn links to, it looks quite encouraging re the ramp getting back on track now.
Tesla Taiwanese Supplier HOTA increasing output to 5K weekly
This is the same supplier who announced a reduction in output shipping to Tesla (from 5,000 to 3,000 per week) days before Tesla's last earnings call where the bottleneck/~3 month delay was announced. If you look at the link above, and the article it in turn links to, it looks quite encouraging re the ramp getting back on track now.
I would love to believe the ramp is in full swing.. however, I don't believe many of us feel we are anywhere near this rate. Or that we are likely to be in the near future. This could simply be a positive spin on a contractual obligation.
Edit: Thank you for the share SteveG any sign of good news is nice to see.
agree, this isn't to say that they are anywhere close to making 5K/week now, but, rather that this looks suggestive that Tesla felt confident enough to lift the slow down of the supply chain that occurred in late October. 5K/week by sometime in March looks more likely.
(and my pleasure sharing here what someone in the Model 3 forum had found)
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