Things seem weird to me lately.
While that video Elon tweeted was neat, it was professionally done, and for all intents and purposes is a commercial. Why?
Also is he warning shorts to have a clear conscious? Or is he warning shorts, in an effort to try to alleviate some of the downward pressure on the stock? Based on the past, I tend to believe Elon, and hence that is why I continue to be 'all in' but for some reason have been questioning things more lately.
On a completely different note, I would like to comment on what I feel is a strategic error. I think the model Y, should of come before the 3. I think partly the reason a sedan was chosen was due to geo-centric thinking (California "car" culture). The shift from sedan to small and mid-size SUV's has been happening for over a decade now in Canada. Even when the 3 was announced, most cities in Canada that I lived in were already pushing half SUV's, and at the very least the trend lines were obvious. This has come in the spotlight recently with Ford's announcement to essentially stop making most sedans. A few years back you could not go more than a few pages on this thread without someone mentioning how Gretzky would say 'you have to skate to where the puck is going, not to where it is', and I really feel Tesla did not do that. I mean I will buy a model 3, but if I had the choice, I would take the Y. I also feel most people would make that same choice and hence feel demand would be even greater if it was a mid-size SUV coming out.
Unfortunately I feel the slow ramp is hurting more than just in short term share price. It is diverting resources from within the company to get the semi/Y out quicker. While the other car companies have "cried Wolf" in the past, it seems more and more evident to me that their cries are going to ring true soon enough. Good for the planet, not so good for share price (just so you know I would choose the former every time, but why not both?).
Anyhow that is my 0.02 cents, and since I am Canadian, it gets rounded to zero anyhow.
While that video Elon tweeted was neat, it was professionally done, and for all intents and purposes is a commercial. Why?
Also is he warning shorts to have a clear conscious? Or is he warning shorts, in an effort to try to alleviate some of the downward pressure on the stock? Based on the past, I tend to believe Elon, and hence that is why I continue to be 'all in' but for some reason have been questioning things more lately.
On a completely different note, I would like to comment on what I feel is a strategic error. I think the model Y, should of come before the 3. I think partly the reason a sedan was chosen was due to geo-centric thinking (California "car" culture). The shift from sedan to small and mid-size SUV's has been happening for over a decade now in Canada. Even when the 3 was announced, most cities in Canada that I lived in were already pushing half SUV's, and at the very least the trend lines were obvious. This has come in the spotlight recently with Ford's announcement to essentially stop making most sedans. A few years back you could not go more than a few pages on this thread without someone mentioning how Gretzky would say 'you have to skate to where the puck is going, not to where it is', and I really feel Tesla did not do that. I mean I will buy a model 3, but if I had the choice, I would take the Y. I also feel most people would make that same choice and hence feel demand would be even greater if it was a mid-size SUV coming out.
Unfortunately I feel the slow ramp is hurting more than just in short term share price. It is diverting resources from within the company to get the semi/Y out quicker. While the other car companies have "cried Wolf" in the past, it seems more and more evident to me that their cries are going to ring true soon enough. Good for the planet, not so good for share price (just so you know I would choose the former every time, but why not both?).
Anyhow that is my 0.02 cents, and since I am Canadian, it gets rounded to zero anyhow.
