A little history: In the 1920s and 1930s, short sellers would manipulate the market by shorting BELOW the market (i.e., on downticks) The crash of 1929 was magnified (and some say caused) by shorts selling on downticks. Believe it or not the SEC, in the SEC ACT of 1938, devised and implemented the uptick for for ALL shorted trades. They announced that the rule was being implemented " to protect investors against manipulative shorting". (Look this up for yourself). The uptick rule did its job for almost 70 years until, in 2007, the chairman of the SEC, Christopher Cox, announced that the uptick rule was no longer needed. To prove it, the SEC monitored trades in large companies like IBM and Ford for a few months to see if the lack of an uptick rule would change anything. And behold, it didn't matter at all, so they eliminated the uptick rule. Incredible, I know!
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Alright S&P, you got 6 business days to take advantage of the stock at these levels......likely only 2-3 business days before buying FOMO comes in for Q3 P/D number. Do the smart thing instead of letting arrogance get in the way of taking advantage of an opportune time
Okay so we had the split done, now the battery day done and we only $100 up from split date announcement 
this wasnt that good what most people expected.
Q3 numbers? Meh I think another drop will follow again
The reverse logical is happening lately
this wasnt that good what most people expected.
Q3 numbers? Meh I think another drop will follow again
The reverse logical is happening lately
larmor
Active Member
And the state with largest car market just announced they are only taking money printed in a certain way...
.
Not really. If the printer is $1000, and it costs 95 cents to print a dollar bill, and you can only print a dollar a day, that ain't that great really. You'll need a lot of printers to get rich, and for that you'll need a lot of capital to tie up in printers. It doesn't make sense. Now if you can spend $100 on a printer and it prints 100 dollar bills per day for 50 cents each, now we're talking.
Not really. If the printer is $1000, and it costs 95 cents to print a dollar bill, and you can only print a dollar a day, that ain't that great really. You'll need a lot of printers to get rich, and for that you'll need a lot of capital to tie up in printers. It doesn't make sense. Now if you can spend $100 on a printer and it prints 100 dollar bills per day for 50 cents each, now we're talking.
I was very surprised to hear Tesla saying they were going to do their own recycling. I wonder if they've really done work in this area, or whether it is another aspirational goal.
How would JB's Redwood Material take a trouncing? It's a private company.
Too funny on KCAC (SPAC set to acquire Quantumscape, Gate's battery cell play). That's what you get Bill when you get involved in stuff you don't know anything about
(reference to Elon and Bill's little twitter spat).
https://twitter.com/skorusARK/status/1308805649195773954
1/ I think Tesla just announced its plans for a 400 mile range $25,000 electric vehicle. If delivered in 2023 this would put Tesla ~3 years ahead of our original cost curve.
Thread continues in the link.
1/ I think Tesla just announced its plans for a 400 mile range $25,000 electric vehicle. If delivered in 2023 this would put Tesla ~3 years ahead of our original cost curve.
Thread continues in the link.
Seriously, I feel so lucky to have the chance to buy TSLA at -10% after listening to the incredible advancement in the 3 years to come with battery day technology
Really incredible analyst from Sam Korus.
This shows how dominant the new technology will be and obsolete the old cells will be.
jhm
Well-Known Member
Same situation as you.I expect market macro's to bottom in mid Oct, anywhere from 5-10% lower than they currently are. Even with declining macro's, I still think Q3 numbers will push the stock back up into 400's and by the 3rd week of October, the FOMO of S&P inclusion will restart again because everyone will know Tesla will post a profit without credits based on Q3 P/D numbers.
So I feel my window for pulling the trigger on using margin is this week. I thought the sell off would continue throughout the rest of this week, but the uptick rule was just triggered so I'm a bit worried any further sell off chances are now diminished. So decision decisions
Edit: A bummer that to get Fidelity's lowest margin rates of 4.25%, I would have to do a margin loan of 500k. Anything less and the interest rates jump to 6.5% and higher for smaller and smaller loan amounts. 500k wouldn't leverage me to the point where I would have to worry about a margin call, but still......not sure I want to be that ballsy
Edit #2: There are a couple other stocks I'd like to buy too. So not like all 500k would go into Tesla. Hmmm
Hesitating between buying tomorrow or Friday.
In relation to yield it is possible that the big picture looks like this.
Slow bench process - yield good.
Medium speed pilot line - yield acceptable.
Faster new production line - yield poor.
It is likely that everytime they speed things up it is initially harder to achieve good yield rates.
If the yield rate on the pilot line was poor, Tesla would need to be very confident that they could solve problems before starting on the production line.
Perhaps a partial reason for Battery Day delays was achieving sufficient yields on the pilot line.
So I think that there may be an element of clever sandbagging here. Tesla has revealed the tech when they are confident that it will work, but not when the kinks are out of the production line.
Berlin Model Y and Texas Cybertruck are dependent on getting the yield rate acceptable or working around the problem.
But there is no chance of osborning any currently shipping products, now we know what is happening, people will stop speculating, bears and other naysayers will talk it down.
If as I am speculating pilot line yield is acceptable, but production line yield is poor. There has to be a reason for that, and something Tesla can do about the problem. The 12 to 18 months timeline for a solution seems reasonable, it isn't an easy problem, but Tesla seems confident that they can solve it.
Slow bench process - yield good.
Medium speed pilot line - yield acceptable.
Faster new production line - yield poor.
It is likely that everytime they speed things up it is initially harder to achieve good yield rates.
If the yield rate on the pilot line was poor, Tesla would need to be very confident that they could solve problems before starting on the production line.
Perhaps a partial reason for Battery Day delays was achieving sufficient yields on the pilot line.
So I think that there may be an element of clever sandbagging here. Tesla has revealed the tech when they are confident that it will work, but not when the kinks are out of the production line.
Berlin Model Y and Texas Cybertruck are dependent on getting the yield rate acceptable or working around the problem.
But there is no chance of osborning any currently shipping products, now we know what is happening, people will stop speculating, bears and other naysayers will talk it down.
If as I am speculating pilot line yield is acceptable, but production line yield is poor. There has to be a reason for that, and something Tesla can do about the problem. The 12 to 18 months timeline for a solution seems reasonable, it isn't an easy problem, but Tesla seems confident that they can solve it.
MTL_HABS1909
Active Member
If it is because of this, it’s not the smartest move to make a change like this in the last week of a quarter....
jhm
Well-Known Member
Well, it looks like the day after was definitely the better day to buy than the day of or day before. Sell the new lives on. Congrats to everyone who kept powder dry for these low prices today.
If feels good buying low when you know that Tesla needs only invest about $93B to build out 3TWh battery prod capacity rather than $300B. Shouldn't that add about $207B to Tesla's market cap? Silly market!
If feels good buying low when you know that Tesla needs only invest about $93B to build out 3TWh battery prod capacity rather than $300B. Shouldn't that add about $207B to Tesla's market cap? Silly market!
Artful Dodger
"Neko no me"
As usual, CNBC like to tell half truths and omit other relevant statement from Elon on the same topic.
Here's my July 31, 2019 summary of Elon's statements on the future Tesla Compact Car (a.k.a. Model 2):
Again, from the Q&A session at the June 2018 AGM, answering the 1st audience question, Elon said:
"Yeah, I think we'll do a compact car in less than 5 years"
That was June 2018 so 5 years from then would put start of production for the $25K Tesla Compact Car (a.k.a. Model 2) in 2023H1. And what did Elon say during his Battery Day presentation? 2023. Sounds like things are going remarkably close to the Master Plan, and the timeline is playing out as planned years ago.
Yeah. CNBC: "Math isn't just hard, it's down right deceitful."
Cheers!
Similar threads
- Locked
- Locked
