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

[Robocop]

Plaid requires the new batteries. So by the time Plaid comes around, battery tech will be in horizontal scaling mode (Austin, Berlin, Shanghai)
25K car will be opened for reservations ... like 1M reservations in few weeks

Didn't model 3 get over a quarter million in a day? I bet 1M reservations day 1 for the $25k model.

 

[Joe F]

Help Wanted ~ can someone come up with or has a male oriented saying instead of “Negative Nancy”? fU Bill; Downer Bob. . .

Suck it up. I've had to live with "average Joe" all my life!

 

[M|S|M MYP]

The Tesla stock selloff is an 'overreaction'—and could be a buying opportunity say some analysts

 

[larmor]

The "refresh" was my reason for them not having a Plaid S on stage last night.

IMO Not having a plaid S on stage was because they are serious about making batteries cheaper, and need alot of them. Not spending time and expense on a halo product. Having a 25k model in three years, means they should all ready have the design done.

 

[henchman24]

Am I remembering wrong, but didn't Elon say that the Kato Rd facility will be at 10 GWh by the end of next year. Wouldn't that cover all the current S/X production and some Semi? Seems like when they get the cells ramped up, the refresh and Semi get released. Probably Semi first.

 

[SOULPEDL]

My prediction

 

[elasalle]

The Tesla stock selloff is an 'overreaction'—and could be a buying opportunity say some analysts

But Ives boils down investor dismay to one catalyst: "They didn't announce a million mile battery, ... where there was high anticipation they would announce that," says Ives

The only thing that they did not announce was something that would have osbourned current tech. That was the secret sauce not shared right now.

 

[mikevbf]

My take on battery day. Tesla is just plain amazing in every way! What yesterday and today assured me is Tesla will most likely never be a company that Wall St can fit in a tidy box because as soon as you begin to get a grasp on what Tesla "is", Tesla becomes so much more.

 

[ZeApelido]

Did they legalize drugs in Germany?

 

[Robocop]

But Ives boils down investor dismay to one catalyst: "They didn't announce a million mile battery, ... where there was high anticipation they would announce that," says Ives

The only thing that they did not announce was something that would have osbourned current tech. That was the secret sauce not shared right now.

Not to mention increased charging speed. 6x power = should be an improvement at superchargers as well. They didn't say "oh yeah you can charge in 5-10 min now". Limited by cable cooling at this point, no?

 

[thx1139]

Just added 129 shares @ 386.93

 

[vikings123]

Sold some $385p for 10/30 to the dumbasses. Such a juicy premium. There will definitely be another run up into earnings. I’ll sell some more puts if the stock gets closer to $330

sold Oct 30 420 put, $70 premium

Wow these are great lol, thanks for posting, I just sold a Oct 30 400 put for 58.50. I also bought a few Jan 22 LEAPS(600 strike for 86.50). Market typically needs a weekend to digest any major Tesla news.

 

[TheTalkingMule]

Ok I need to walk away now. In for waaaaay more calls this morning than I intended. Oct/Nov @ $450-500.

Way more leverage than I would like when I should just be buying shares, but a pretty cheap shot at a home run IMO.

Cheers to semi-emotional longs!

 

[ZsoZso]

The guy does not understand what he himself is saying, LOL!
He says: Tesla has 25% market share of EVs, so that is going to fall because nobody in car industry has more than 10% market share. He also says that currently EVs are only 2% of total car market but it is growing.
Yet, he questions Tesla's growth potential...
Let me add his 2 viewpoints together (just like ARK invest did) for the next 10 year outlook:
+ Assume Tesla's EV market share drops to 10%
+ EV share of total car sales goes to 100%
= Tesla total market share of total cars goes from current 0.5% (25% of 2%) to 10%, or 20x growth!

Now, add to that what ARK has already realized: Tesla market share of EVs is not dropping but growing due to their technology being ahead of competition by 5-10 years and that delta is not shrinking but growing because they innovate faster (see battery day reveal), so in reality it will probably be more than 20x, possible 60x growth.

 

[Cherry Wine]

What's good for the goose is good for the gander. We should share the quotes from Bob Galyen as well. Bob does not think Tesla is significantly ahead of other battery manufacturers; just thinks Elon and Tesla are significantly more forthcoming about their research and plans.

 

[bkp_duke]

What's good for the goose is good for the gander. We should share the quotes from Bob Galyen as well. Bob does not think Tesla is significantly ahead of other battery manufacturers; just thinks Elon and Tesla are significantly more forthcoming about their research and plans.

Bob's flawed logic is he views batteries like Gordon J. does - a silo.

Tesla's strength is integrating not just more advanced cells, but everything from the top to the bottom of the auto design.

Even if other battery manuf's improve upon their cells, which I expect them to do, but not as quickly as Tesla, the OEM is still dependent upon SLOW MOVING 3rd parties to improve the rest of their car designs.

Bob's argument, is narrow-minded, and flawed.

 

[M|S|M MYP]

 

[Cherry Wine]

Bob's flawed logic is he views batteries like Gordon J. does - a silo.

Tesla's strength is integrating not just more advanced cells, but everything from the top to the bottom of the auto design.

Even if other battery manuf's improve upon their cells, which I expect them to do, but not as quickly as Tesla, the OEM is still dependent upon SLOW MOVING 3rd parties to improve the rest of their car designs.

Bob's argument, is narrow-minded, and flawed.

To be clear, I agree 100%. But we are doing this forum a disservice by at least not sharing and/or discussing his view.

 

[bkp_duke]

To be clear, I agree 100%. But we are doing this forum a disservice by at least not sharing and/or discussing his view.

Understood.

 

[traxila]

Would say we are macro driven at this point. If they go up, TSLA should as well.

Think should go up anyway....