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

[NooB_cat]

Tesla bull ARK Invest is loading up on TSLA once more amid ongoing dip

Tesla bull ARK Invest is loading up on TSLA once more amid ongoing dip

 

[Unpilot]

That might have been the most impotent MMD in the history of MMD's.

Yeah but NASDAQ is taking off and TSLA is not...so much anyway.

 

[Chunky Jr.]

I see that order has been restored to the universe today.

 

[SOULPEDL]

ARK Buying TSLA, selling FB
Here we go...

 

[Dwdnjck]

Climb that “Wall of Worry” one more time.

 

[elasalle]

If macros hold, we should see a steady rise till Battery Day (13 days) ....

 

[Tim S]

Tesla Energy ramps hiring at Giga New York for accelerated solar production (Teslarati link)

"A source familiar with the matter who spoke to Teslarati talked to employees at the plant, who indicated the facility is currently operating on a 24-hour schedule six days a week to keep up with demand."

Another good sign for Q3 earnings.

 

[SunCatcher]

Yeah but NASDAQ is taking off and TSLA is not...so much anyway.

???
At this time:
NASDAQ up 2.8%
TSLA up 7%

 

[EinSV]

Can you imagine what happens when Tesla lowers the price of Model 3 (now starting at 56k) with 10% or more? They currently have to pay 10% EU import duties and something like 1,5k for transport and handling. That alone would allow them to drop the price to 49k without any margin loss. Extra savings from production in a much more efficient GF4 and lower battery costs would bring a price of 45k within reach, again without margin loss.

The equivalent to this will happen when GF Berlin starts cranking out Model Ys, in an even more popular form factor. Tesla can choose to reduce price, increase margins or, more likely, both at the same time. Then follow-up with more of the same when Model 3 comes online at GF Berlin.

GF Berlin will be a huge leap forward for Tesla in Europe.

 

[Nocturnal]

"A source familiar with the matter who spoke to Teslarati talked to employees at the plant, who indicated the facility is currently operating on a 24-hour schedule six days a week to keep up with demand."

Another good sign for Q3 earnings.

Between covid making people want to be self reliant and the constant outages in CA, it's hard to imagine the order book for solar and home batteries isn't massive.

 

[insaneoctane]

So, what do we call someone who loses >1M in a day in TSLA?

Rich

 

[Tslynk67]

Sorry, but in the absence of news, this chart looks suspicious to me, we're being capped, somehow.

 

[skybluecgreen]

???
At this time:
NASDAQ up 2.8%
TSLA up 7%

TSLA relative weakness over last hour indicates the bounce is being sold into.

 

[MTL_HABS1909]

???
At this time:
NASDAQ up 2.8%
TSLA up 7%

NASDAQ is going up, TSLA is coming down....

 

[Singuy]

Sometimes when I roadtrip I see non-Tesla EVs stop at the rest stops near Tesla Superchargers. Often they seem to be struggling with finding a working charger and setting up payment. Saw one guy try 3 different chargers with his whole family trying to stay positive, while the Teslas were super charging and having a burger.

I think a lot of people will be getting ID3s, Konas, étrons, iPaces etc to find out that in fact getting a non Tesla, without the supercharger network, without autopilot, without the long range etc is a lot pain compared to just doing what everyone else does and get a Tesla. Thus their next car will be a Tesla.

Or gas. That's the problem with being mediocre. I know my wife would have been "well this experiment was fun, next car better be gas".

 

[Tes La Ferrari]

Just ordered a Model X Performance in the hopes that it magically turns into a Plaid version on 9/22 for the same price

do you have the option to cancel if it doesn’t ?

 

[Tslynk67]

Sometimes when I roadtrip I see non-Tesla EVs stop at the rest stops near Tesla Superchargers. Often they seem to be struggling with finding a working charger and setting up payment. Saw one guy try 3 different chargers with his whole family trying to stay positive, while the Teslas were super charging and having a burger.

I think a lot of people will be getting ID3s, Konas, étrons, iPaces etc to find out that in fact getting a non Tesla, without the supercharger network, without autopilot, without the long range etc is a lot pain compared to just doing what everyone else does and get a Tesla. Thus their next car will be a Tesla.

Indeed, I remember the bad old days, before there were Superchargers and/or Destination Chargers everywhere, it was horrendous. OK, Chargemap led you to the public charging, but 90% of the time they were ICE'd, then 10% that were free just didn't work.

I can't imagine trying to road trip with public charging, you've no idea at all if you'll arrive. At least with SuC's the worst case is you may need to wait occasionally, even ICEing isn't so much an issue any more.

 

[Artful Dodger]

That might have been the most impotent MMD in the history of MMD's.

How about now?

614K shares dumped in one minute at 11:11 AM.

 

[willow_hiller]

Reiteration of $451 PT from Oppenheimer: Tesla Battery Day Preview from Oppenheimer with $451 TSLA Price Target

Not sure what exactly "preview" means in this context. Whether they've been given access to information early, or whether they've compiled their expectations into a "preview."

 

[insaneoctane]

Am I alone in that since I know Tesla goes up in the long term, I want this current dip to go below 300 so I can accumulate some more?