Ulmo
Active Member
Yup.
I don't know why people have been talking so much about Q2 on here. It got me confused. We're still in Q1. I guess all the international people and some East Coast people are waiting for their Q2 deliveries of the X.
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Yup.
I don't know why people have been talking so much about Q2 on here. It got me confused. We're still in Q1. I guess all the international people and some East Coast people are waiting for their Q2 deliveries of the X.
From the Fidelity newsfeed (bolded by me):
Market Chatter: Mobileye Gains 2% - Tesla CEO Musk Visits Israel to See Developments on Autopilot Driving System
MIDNIGHT TRADER 12:40 PM ET 3/29/2016
12:40 PM EDT, 03/29/2016 (MT Newswires) -- Shares of Mobileye(MBLY) were higher Tuesday after Israel's Globes reported Tesla Motors(TSLA) CEO Elon Musk visited the company's office in Israel to see firsthand the state of development on key components that will be used for Tesla's automatic driving system Autopilot.
Sources cited by Globes said Musk was shown a demonstration of several breakthrough developments relating to Tesla's self-driving vehicle system on a trial Model S vehicle.
According to the report, Mobileye's(MBLY) system that will be installed on the Model S and other Tesla models will feature some built-in capabilities that will lie dormant initially and be ready to come into operation once regulatory barriers on self-driving vehicles are lifted.
Market Chatter: Mobileye Gains 2% - Tesla CEO Musk Visits Israel to See Developments on Autopilot Driving System
MIDNIGHT TRADER 12:40 PM ET 3/29/2016
12:40 PM EDT, 03/29/2016 (MT Newswires) -- Shares of Mobileye(MBLY) were higher Tuesday after Israel's Globes reported Tesla Motors(TSLA) CEO Elon Musk visited the company's office in Israel to see firsthand the state of development on key components that will be used for Tesla's automatic driving system Autopilot.
Sources cited by Globes said Musk was shown a demonstration of several breakthrough developments relating to Tesla's self-driving vehicle system on a trial Model S vehicle.
According to the report, Mobileye's(MBLY) system that will be installed on the Model S and other Tesla models will feature some built-in capabilities that will lie dormant initially and be ready to come into operation once regulatory barriers on self-driving vehicles are lifted.
While I agree that announcements typically don't have an effect (with the exception of delivery figures), this time I'm not so sure. Thursday is going to be a historic moment for the auto industry, let alone Tesla. I'm not one to overhype things but this might just be like that first iPhone announcement where a select few were aware, but later took the mainstream.
We have people who are still dumping on the Model S and X with the same arguments used since they were being made. Keep in mind Tesla is a company that was not supposed to exist (according to those who short), but yet here we are a whole 2 vehicles, main stream market introduction, powerwall, 15K staff, and a whole gigafactory later... and yet short interest is still incredibly high.
It's going to take cajones to take any short term trade position long or short, but in the long run I don't think there's anything to debate about
We have people who are still dumping on the Model S and X with the same arguments used since they were being made. Keep in mind Tesla is a company that was not supposed to exist (according to those who short), but yet here we are a whole 2 vehicles, main stream market introduction, powerwall, 15K staff, and a whole gigafactory later... and yet short interest is still incredibly high.
It's going to take cajones to take any short term trade position long or short, but in the long run I don't think there's anything to debate about
AAPL since the fall of 2012 is very different and probably not instructive for TSLA. They have huge market cap problems unique to them and therefore what product intros even mean to their stock. Instead, the hey days of 2001 through mid 2012 are probably more instructive, sans the financial crisis period.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I've been thinking about this the same way too, but isn't the issue then that if it's still going to be only the "select few" (the smart ones) who are aware after March 31st, how is that going to affect stock price short term? Did AAPL explode upward after iPhone 1 was announced or was it first after several earning beats that the awareness kicked in for the majority of investors?
Additional details on the subject are here.
everman
Member
OFF TOPIC again; sorry.
I just find it amusing and enlightening that VW has a problem updating a software glitch that can perilously immobilize the car BECAUSE it wants to rely on third party service joints instead of OTA updates - or even snail mailing out a thumb drive with instructions to the owners that want to choose their hassle.
Not off topic to me as long as there are only a few posts about it. It signals that Tesla still has the upper hand, which should show customers which product to buy, which should show future demand, which could increase the price of the stock....It's the kevin bacon of threads.
Hogfighter
Professional Lurker
Yes Julian my last post was a joke. BTW I do find some of your theories useful. I would hope you keep posting in this thread if not in a slightly more restrained way. I also hope you start your own thread with your more fleshed out theories in full form. I would read it.
Post market day analysis - so I was banking on Yellen's statement today to influence the macro environment this afternoon. Bought Apr15 235 calls at the open this morning fairly cheap and hoping Yellen's statement later in the day would trigger my limit sell order. It did.
Love it when my plan comes together, which isn't often, which is why I only post when it works.
Love it when my plan comes together, which isn't often, which is why I only post when it works.
InTheShadows
Active Member
Sharing losses is good too so people realize that not all trades are winners.
Well, I had $235's, $240's and $250's today that were up big as the SP climbed from $225/226 to $232, but then the price dropped back to about par when the SP dropped back to $229. Luckily I lightened up a bit between $231 and $232, but definitely didn't capture nearly as much of the movement as I could have... I had thought we'd be slightly more up, maybe $234 today.
I am reminiscing about the "short-term social chat" thread we had in 2014 - I'm afraid it was a moderator nightmare though...
Jonathan Hewitt
Active Member
I created that thread after a lot of people showed support for the idea but then more people seemed to dislike the idea so it was discontinued in 2015...
Me thinks all the shorts are waiting for the reveal and Q1 delivery numbers. Mostly day traders and nervous longs at this point. Buckled in and waiting to "shoot the gap" to new and higher ground.
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No Buy on the rumor increase in SP over the last 5 days. Seems like tomorrow will hover around 230 as well. If there isn't a rise on the News Thursday and Friday, then I truly don't understand the market (just like I didn't after Tesla met guidance numbers in the beginning of January, right when the macro headwinds hit).
Wouldn't surprise me if the "Good Ole Boy" network got an advance copy of the report to review...
I think a rise is 100% dependent on reservation numbers. So Tesla need to share those or if there is long lines and other indications then it can happen anyway. But the market is skeptical. So just the event or buzz around it won't do. If it would then I think we should have seen the effect already.
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