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Cramer defended Tesla Long's philosophy today at the open of the show. Making fun of bubble claims. Check it out.
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Cramer defended Tesla Long's philosophy today at the open of the show. Making fun of bubble claims. Check it out.
Uh oh. I'm a strong long but that almost makes me want to sell, sell, sell.
Thanks for this @ShortSlaver. Everything is seeming more bearish but do you think this is something short term (few weeks) and that the market will recover or if this will be the norm for the next 6 months to 1 year. Historically I believe Q4 has been good for the markets and I want to believe that this is just a short term correction and that things will continue to grow very soon. But I do feel like markets are slowing down and could be heading downwards. If this is the case then we'd probably be in for another recession. So I'm really not sure and would be interested to hear what you and others think.
I don't want us all to get caught in this echo chamber and keep repeating bullish sentiments and be caught off guard. If the economy is slowing and heading downwards for a bit, then there really is nothing TSLA can do no matter what we believe and it too will start trending downwards (even more than it already has).
Yeah, hopefully the overall market doesn't drag us down tomorrow. TSLA pretty much traced the overall market until the last half hour when it managed to take its own path. Finishing above 162 tomorrow would be very nice.
As for volume, I think buyers are saving themselves for Tuesday incase of a possible dip before earnings. It's exactly what I would do if I wasn't all ready in. Actually, it was my original plan before getting back in the other day when TSLA dipped deep in the mid-150s, just could not resist that price.
I agree I think many are waiting on the side for many reasons. I think they are justified, one can't help but second guess their sanity when the whole world is saying the opposite. I've been doing that quite a bit.
I just think it's interesting that so many people are bringing up lack of demand as an issue again and pair it up with supply constraints. Whenever I see these being brought up it makes me comfortable again. For me, the Panasonic announcement really allayed my concerns about these points people were bringing up.
My real concern is the gross margin progress and delivery reaction. October was the only month in the year Tesla ended in the red. For me, this is because of people who want in but are claiming it's too expensive. What will matter is guidance and if we see production progress. If we see these two things and sales in the 5500 mark (perhaps even a little less) I think we will resume.
I also think we will be seeing word of potential takeovers or increased OEM deals as per Daimler.
Is that site accurate? Never heard/seen it before
Duly noted. In your mind, what has changed since we flew to the 190's? We held those levels for quite a long time. That's what has me scratching my head. I haven't seen anything to really whip saw us back down except for the fact that Q3 earnings bets are being placed because people think demand is tapering and Tesla is having quality issues due to batteries and what not.
Earning Whispers are what people actually expect it to be - not insider info on what it will be. Essentially it's saying sentiment won't be positive if that number isn't hit generally.
So quiet here this morning...
That's because I have this pain in my neck called nov 200's that I don't know what to do with. At this point I think I will keep them and on ER day sell half for whatever I can get for them. Then let the rest ride.
[FONT=open_sansregular]Tesla needed to build its own IT and its own e-commerce system due to the fundamental difference in its business model.[/FONT]