Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[UkNorthampton]

I wonder how many people shorting Tesla are also shorting Nio and the other Chinese EV companies. A short squeeze in one should help them all as the margin calls start coming in....

Inverse correlation with Nikola? Short EV, long hydrogen?

 

[T@oo]

50 ct / kWh ? Surely a mistake?

 

[OrthoSurg]

China new Trio NIO, XPEV, LI market cap163.88 bln. Detroit big 3 GM, F, FCAU market cap 130.18. TSLA market cap 494.66bln.

Something is telling me the EVs are the future.

 

[MABMAB]

 

[OrthoSurg]

For those of you just waking up, you’re not going to need to drink any coffee this morning.

I had to cancel my day at the office today because my kid had a covid contact at school, now that I see what is going on pre-market, I feel like I am better as a stay at home dad, today. Haha

 

[ZachF]

Indeed, Elon should donate a custom-built Tesla limousine to the Biden White House.

I was literally having this same thought last night!

Great minds...

 

[Model S M.D.]

I had to cancel my day at the office today because my kid had a covid contact at school, now that I see what is going on pre-market, I feel like I am better as a stay at home dad, today. Haha

Going to be another struggle to get out of bed and WFH, cheers everyone!

 

[BornToFly]

A total of 8 posts on colonoscopy were just flushed out. All it took was some laxative prep. Don't let your accounts get flushed out too.

Dude, do you want to get rich or not....

 

[computerchuck]

Cheers to the longs

 

[JustMe]

Is this guy literally trading with himself?

I heard that will make you go blind

 

[Pezpunk]

Elon The Disruptor: "I was recently with a Model X in Berlin and we had a lot of problems finding a parking space that the car fits," said Musk. That's also why he's thinking of a smaller compact model from Tesla.

An obvious Tesla-specific solution here is to partner with, buy or build a parking garage in each major city. Then the car can use autonomy to drop you off at your destination and go park itself a mile away or wherever. Then you summon it when you're ready to leave. Viola, free automated valet service at ANY urban destination. No more hunting for parking, or price gouging lots. No more worrying about vandalism or break-ins while parked on the street. plus you look like a total boss.

 

[ZachF]

Germany isn't really a wild card. Not even debatable IMO. The government will ensure their big 3 survive in some way, shape or form.

If Germany's big three are faltering, they wont have the money to bail out all three.

Germany has money because of their oversized auto sector. You run into a bootstrap problem... Germany won't have excess revenues to bail out the auto sector if it was the auto sector providing that revenue (directly and indirectly) in the first place.

Japan has the same problem, plus it's already in debt up to it's eyeballs.

 

[KMCC]

An obvious Tesla-specific solution here is to partner with, buy or build a parking garage in each major city. Then the car can use autonomy to drop you off at your destination and go park itself a mile away or wherever. Then you summon it when you're ready to leave. Viola, free automated valet service at ANY urban destination. No more hunting for parking, or price gouging lots. No more worrying about vandalism or break-ins while parked on the street. plus you look like a total boss.

Build and underground parking lot accessed by a boring tunnel.

This way all you would need is a small access point for a huge amount of parking in the most valuable real estate of any city.

 

[traxila]

If Germany's big three are faltering, they wont have the money to bail out all three.

Germany has money because of their oversized auto sector. You run into a bootstrap problem... Germany won't have excess revenues to bail out the auto sector if it was the auto sector providing that revenue (directly and indirectly) in the first place.

Japan has the same problem, plus it's already in debt up to it's eyeballs.

Think people need to move away from the idea that governments ever need to pay their debts, specifically the ones that own printing presses. This is the kind of thing that only occurs when wars break out. And then you have other things to worry about.

Have no doubt that bailouts are in the picture.

 

[MD70]

https://twitter.com/alex_avoigt/status/1331228818305142785?s=21
Quote from Elon’s speech about the need for a smaller, cheaper car in Europe. I am glad this is understood at the highest level and hope they can start producing one in 3 years.

 

[TheTalkingMule]

I don't want to shock or upset any of you, but CNBC hasn't mentioned TSLA in it's "stocks making the biggest moves in pre-market" today. Unclear why. Perhaps it's just a clerical error?

 

[Runarbt]

I had to cancel my day at the office today because my kid had a covid contact at school, now that I see what is going on pre-market, I feel like I am better as a stay at home dad, today. Haha

As your kid will have your undivided attention? ;-)

 

[TheTalkingMule]

For those of you just waking up, you’re not going to need to drink any coffee this morning.

I will. Apparently my body now wakes me up at 4:30 to check the premarket real quick. This is literally a disease.

 

[MartinAustin]

CNBC's coverage of Tesla... doh!!!

1) there is an EV wave and since Tesla is an TV stock, it's going up. Look at NIO. TSLA obviously caught up in that.
2) Elon Musk is now the world's 2nd richest man, wooo look at that.
3) does it make you nervous? it's so high...

While completely silent on:
1) S&P500 inclusion means it is nothing more than a stable, massive company
2) they make the actual best BEVs in the market and their rate of innovation looks to be the best also
3) they are doubling the number of factories they've got. what does that mean for the future?
4) we are headed for a world with BEVs and no ICE. Tesla is at the vanguard.
5) between now and December 21st a whole boatload of fund managers are OBLIGED TO BUY TSLA and savvy stockholders know this - which is why there are few sellers.

They are doing everything they can to generate sellers.

Quick: "What do you think of TSLA?"
Ross Sorkin: "I'd be selling. At these prices?"

later,,, Cramer: "wouldn't hurt to take some off the table and buy a cashmere sweater..."

The only conclusion is that this is deliberate.

My money is on December 19th/20th CNBC coverage all of a sudden: "watch out for TSLA to fall off a cliff as investors start to sell, now that the S&P500 buying period is over"

 

[Paul_SF]

https://twitter.com/alex_avoigt/status/1331228818305142785?s=21
Quote from Elon’s speech about the need for a smaller, cheaper car in Europe. I am glad this is understood at the highest level and hope they can start producing one in 3 years.

We need a people’s car. A Volks Wagen, in German.