FredTMC
Model S VIN #4925
Apple effect should have no short term consequences, other than a short knee jerk reaction. Any plans would take years to come to market in any consequential form and will be well telegraphed merely due to the immense manufacturing infrastructure that would be required.
I do wonder about Doha this weekend. That's why I pre-maturely dove to the sidelines, although I do hold some shorter term protective puts and a June call position that is well in the money. I would not be surprised to see a bear attack before the ER and other possible catalysts. I also feel like the market has had a good run.
It would be nice for TSLA to really decouple from oil, but given the probably lack of other news, TSLA will probably trade largely with oil and NASDAQ next week.
What is playing out is the consequences of the Model X ramp. I do wonder what kind of overhang of Model X's there were from Q1 and what that means for Q2. The ER will help to shed some light, but that could easily also be misconstrued.
Hey, when is Earnings. Early May?
Very much looking forward to analyst upgrades (yes, 'upgrades').
Andrea James already chipped in but Dougherty carries little weight. When (not if) Adam Jonas MorganStanley raises PT should carry weight. He should writes a novel about the bull-case and Uber-like service he put in Elons ear (ha).