The poster I was replying to said outright falsehoods about Macs not being able to be updated to the latest OS. By the time Apple puts them in the not updated list, they are 7 or more years old. In other words, 95% of real world users can update to the current version for free.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
anthonyj
Stonks
Yes. Future growth isn’t priced in. Here’s why. Elon lost credibility with being overly optimistic. Many missed deadlines and $420 tweet has done short and medium term damage to the SP. I’m sure a lot of longs left. These things haven’t really damaged the company though.
Will Model Y/Semi/Roadster/Pickup released within the next two years? The Chinese Gigafactory? We say yes but the market is screaming NO! Elon has been extremely conservative lately so I believe that the market is wrong. Market has been “disappointed” too many times to price in these future revenue sources. Elon being quiet and having conservative estimates is something that I bet Ellison taught him. The stock needs good surprises
There is a lot of history between Dana and Tesla. Both good & bad. In the course of all this, I feel Dana has come to hold a personal grudge against Elon and that is colouring all her reporting. This grudge part is evident from her mean tweets and the apparent enjoyment she gets when someone jokes about Elon. One such example below:
Dana Hull on Twitter
This also shows now on Bloomberg; here is the (free!) Reuters article:Billionaire Stanley Druckenmiller placed bet against Tesla during fourth quarter | Reuters
Druckenmiller's family holdings, Duquesne, bought $100mm of puts against Tesla in 4Q18. And here I always had thought of him as smart....
I did not search to learn strike or dates of the puts.
Druckenmiller's family holdings, Duquesne, bought $100mm of puts against Tesla in 4Q18. And here I always had thought of him as smart....
I did not search to learn strike or dates of the puts.
A comedian is one who calls this a meandering thread & labels the posters as cult members...
...and yet keeps on following it and posting on said thread/forum.
That's why I rate your posts as funny
The good news is that it seems he has become more conservative in talking about future products (Y / Semi / Pickup / Roadster) while it’s clear that they are executing on these products.
At the same time profitability in Q1 will set them up for S&P inclusion sometime this year. I think there will be some frontrunning on this event.
And, like you said, Model Y reveal will be a driver. I expect that sometime between May and July.
Man one could avoid losing billions by doing 3 easy steps:
1. Drive the car
2. Watch few YouTube videos on Musk/Tesla
3. Read TMC
All three steps are literally FREE!
In fairness to him, it’s hard to lose billions from buying $100 million in puts.
K_Dizzle
Member
This dude started off with Soros who owns quite a bit of bonds. I can’t help to think there is some connection there.
I had a similar experience today. A Mercedes Sprinter van pulls up alongside me at a light, rolls his window down and yells to get me to stop next to him.
Him: is that the new 3 series?
Me: yes, the new Tesla Model 3
Him: how do you like it?
Me: Love it. Best car ever.
Him: any problems? Is that the low range model?
Me: nope, not a single problem. This is the midrange, 264 miles.
Him: that's great! I'm getting one.
The kicker: he was the driver of the local Audi dealership's delivery van.
X Fan
Active Member
Haha....my comment was tied to Yogi Berra the famous NY Yankee. He had loads of sayings attributed to him (many of which weren’t his of course).
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Artful Dodger
"Neko no me"
Yup: “It's tough to make predictions, especially about the future”
(even harder when you work for
I had a similar experience today. A Mercedes Sprinter van pulls up alongside me at a light, rolls his window down and yells to get me to stop next to him.
Him: is that the new 3 series?
Me: yes, the new Tesla Model 3
Him: how do you like it?
Me: Love it. Best car ever.
Him: any problems? Is that the low range model?
Me: nope, not a single problem. This is the midrange, 264 miles.
Him: that's great! I'm getting one.
The kicker: he was the driver of the local Audi dealership's delivery van.
I had a similar experience in line at Chipotle the other day. The amount of interest is crazy. Reason #1 why I’m bullish on Tesla. Strangers never came up to me to talk about my Audi.
Italy now officially in recession.
Germany, Europe’s largest economy, likely to announce it is in recession also
Germany, Europe’s largest economy, likely to announce it is in recession also
My prediction for Twitter this week
<TIN_FOIL_HAT>
Apparently the new rage (per LA Times) is that Autopilot is dangerous based on a shoddy analysis.
All I have to say is that this so called “owners club” must be suspect #1 in hiding what the LA Times believes to be a rampant number of Autopilot accidents.
Meanwhile it seems the Forum’s detailed account of panel gaps, delivery issues, production delays, charging issues was just a clever ruse as all of these are no longer discussed.
</TIN_FOIL_HAT>
<TIN_FOIL_HAT>
Apparently the new rage (per LA Times) is that Autopilot is dangerous based on a shoddy analysis.
All I have to say is that this so called “owners club” must be suspect #1 in hiding what the LA Times believes to be a rampant number of Autopilot accidents.
Meanwhile it seems the Forum’s detailed account of panel gaps, delivery issues, production delays, charging issues was just a clever ruse as all of these are no longer discussed.
</TIN_FOIL_HAT>
anthonyj
Stonks
Nothing to get frustrated about because it won’t affect SP. Tesla fires, AP accidents, employees leaving don’t have the same negative effect on the SP anymore. They will keep fudding even if Tesla goes private.
One of the issues with convertibles is that they can and will be used against you until they are paid off
Billionaire Stanley Druckenmiller placed bet against Tesla during fourth quarter | Reuters
Billionaire Stanley Druckenmiller placed bet against Tesla during fourth quarter | Reuters
ICE is in debt without EVs. They have to make another debt for EVs. EVs should cover ICE and EV debt or bankrupt first. Still priced?
"JMP Securities saying that after checking out some of Tesla's competition, it likes the company even more. The team at JMP is reiterating their $406 price target and market outperform rating after driving the Jaguar I-PACE."
Call of the Day: Tesla
Call of the Day: Tesla
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