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

[dc_h]

To further connect the dots, this is the implication of Tesla's recent purchase of the German div. of ATW:

"ATW manufactures transmission and battery assembly lines that fit well with Tesla's planned operations."​

Telsa now owns a sub-unit that builds Battery Manufacturing tooling and equipment. This has huge implications for Tesla's battery manufacturing growth trajectory over the next 2-3 years. Buying a functioning work unit like ATW Germany gives Tesla a years-long headstart in becoming a major battery cell manufacturer.

And even better, having a captive bty unit allows Tesla the flexibility and dexterity to quickly pivot production plans as opportunities and technology present themselves. Nicely played, Tesla.

Cheers!

And reduces everyone else’s options.

 

[ItsNotAboutTheMoney]

Crazy how fast they can build these things.

They must have a lot of Sim City Speed Up Tokens.

Commercial construction has increasing modularity and speed.

It's sad just how much the residential housing sector sucks compared to commercial construction.

 

[ZeApelido]

I will be willing to buy your shares at $240 / share, but only if price upon closing is above $420.

Proceeds from the net difference in prices will go to the Human Fund.

 

[phantasms]

Delayed MMD today.

A lot of effort to keep it at/under that Mid BB today. Another week where the games are starting early. sigh.

 

[Hock1]

Lots of pre-market capping games going on this morning. Someone is working very hard to keep TSLA from rising too much. There have been unusually large orders, especially for pre-market, put in to try to prevent the stock from rising too much. It is the usual pattern of putting in a very large order just above the current ask price, and then pulling the order once the desired result is achieved. The orders do not align with someone trying to achieve top dollar for their sales.

This practice is known as “spoofing”. JPM just got fined $1B for spoofing in the metals markets.

 

[bpjod]

Nice to see the rear view mirror getting more populated. Volvo, Mitsubishi and Jaguar-Land Rover all behind us now. 2021 should see Tesla pass BMW, Mazda and Daimler in the USA. VW and Subaru at around 400,000 cars are not likely to be caught until 2022. When Austin starts cranking out Model Y’s, I’d expect Model 3 and Y to have some price cuts that will expand the market demand by another 50%. Market share will also continue to expand based on consumer knowledge of Tesla, perceived quality improvements, retained value and tech leadership. The Apple like brand image of Tesla versus everyone else.

Furthermore, when Giga Berlin starts cranking up production, they can stop loading up the ro-ros and sell more of the cars produced in the US in the US. I'm sure there will be some going to the rest of the Americas and maybe even some headed off to Australasia if China isn't shipping there yet. Even without an increase in US production, not having to ship to Europe will mean more cars available to sell in the US.

 

[Buckminster]

This practice is known as “spoofing”. JPM just got fined $1B for spoofing in the metals markets.

I see how spoofing can be used to increase the SP. How can it cap or reduce the SP?

 

[Unpilot]

This practice is known as “spoofing”. JPM just got fined $1B for spoofing in the metals markets.

After they made how much?
Those fines are meaningless...just a way to say..."see we did something "

People need to go to jail for that kind of crap to stop.

 

[Hock1]

I see how spoofing can be used to increase the SP. How can it cap or reduce the SP?

Spoofing can be used on the bid as well as the offer.

 

[scaesare]

Do you happen to remember any more details about when you got margin called at on IBKR? I just opened an account there, but have been hesitating to move everything over until I know if I can get at least 50% LTV with 100% TSLA and derivatives.

IBKR, doesn't do a traditional margin call. You'll get an in-app warning when your margin drops below the 5% level, and then can spontaneously liquidate some of your shares to bring your account back up above the required threshold.

 

[scaesare]

Seems like Tesla is trying to use the internal Model3/Y cam to dectect driver attentiveness according to green:
https://twitter.com/greentheonly/status/1312607693249667073

Nice if there would be no nags to hold steering wheel any more if it detects you are attentive, on the other hand I am not really comfortable being filmed all the time. Guess you can´t have both at the same time...

I suspect this will have impact on Tesla insurance... potentially for both rates and payout.

 

[NooB_cat]

This practice is known as “spoofing”. JPM just got fined $1B for spoofing in the metals markets.

How long can they keep this up for??

 

[phantasms]

How long can they keep this up for??

Apparently a while. We're going on a continuous 8 days so far. Messing with my day trading record. I keep buying the dips, then it dips more in spite of QQQ.

Clearly the goal is to smash that 423 support. Three tires so far. I'm walking away now with my Friday to Monday trade.

 

[BrownOuttaSpec]

Delayed MMD today.

A lot of effort to keep it at/under that Mid BB today. Another week where the games are starting early. sigh.

Yeah, I thought TSLA was go +5-15% today as investors/media are starting to digest the Battery Day implications, but I guess that isnt the case :

I guess that is what happens when you have the entire "Old World" against you (ICE car companies, Oil/Gas companies)

 

[H Mak]

Furthermore, when Giga Berlin starts cranking up production, they can stop loading up the ro-ros and sell more of the cars produced in the US in the US. I'm sure there will be some going to the rest of the Americas and maybe even some headed off to Australasia if China isn't shipping there yet. Even without an increase in US production, not having to ship to Europe will mean more cars available to sell in the US.

Also they won't have to stop production to make right hand drive cars. Although I'm glad they did to make mine.

 

[Nocturnal]

Does TSLA need to split again to get out of this range?

 

[Tslynk67]

Yeah, I thought TSLA was go +5-15% today as investors/media are starting to digest the Battery Day implications, but I guess that isnt the case :
View attachment 595560

I guess that is what happens when you have the entire "Old World" against you (ICE car companies, Oil/Gas companies)

What a dum-ass headline - $TSLA rises on JP Moron price increase, yeah, up from $65 to $75.

It's a tough job being a Wall Street analyst... Average return on stock -80%

 

[H Mak]

This is quite interesting, from Degiro, a European broker

 

[jerry33]

How long can they keep this up for??

If the fine is only 10% (say) of what they make, it's just a cost of doing business similar to a tax. If it's 10X what they make, then it's a deterrent.

 

[Joesantelli]

Save some dry powder I have a really strong feeling we see sub 350 this week I'm going to be buying with both hands going into earnings if we hit that range