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

[lafrisbee]

As a collective we haven't figured out jack SH!T when it comes to S&P 500 inclusion.
I do like PappaFox's thoughts about "the Funds" selling down to recalibrate their holding of TSLA. It gives me some hope that it wasn't ALL just the MM's having the power to close the stock on Friday at the exact maxpain price. However if the SP is also maxpain on Friday I will be a little despondent.

 

[MC3OZ]

Tesla Austin watchers, what do you make of the image in the video at 13:22?

They may be going to preassemble a section of roof on the ground, and lift it in to place, perhaps with 2 or 4 cranes.

If this wild speculation turns out to be true, I hope someone captures footage of this happening.

 

[mltv]

Tesla to 'hopefully' restock Tequila in December following quick sell out

 

[Green Pete]

Tesla to 'hopefully' restock Tequila in December following quick sell out

*sugar*. I bought shorts and tequila and yet to receive either

 

[dakh]

Tesla to 'hopefully' restock Tequila in December following quick sell out

Elon will do anything to keep funding his future Mars colony.

 

[FrankSG]

@Thekiwi might've been onto something:

Is TSLA Berkshire Hathaway's new mystery investment?

 

[mickle]

@Thekiwi might've been onto something:

Is TSLA Berkshire Hathaway's new mystery investment?

Twitter user @s17_scott and TMC user Thekiwi pointed out to me that Berkshire Hathaway omitted one company from its 13F filing, and instead disclosed this newly acquired stake separately to the SEC in a confidential filing, because it was worried that disclosing the position to the public would move the market too much.​

So if it was true that Berkshire bought a bunch of TSLA, what is the fear or moving the market too much, and for what stocks?

Maybe they dumped BYD and bought TSLA? or TSLA goes up because BRK bought a bunch weeks or months ago? Wouldn't that be a good thing for them? Or people start shorting BRK because they own TSLA? Bad for BRK because Tesla Insurance competes with Geico? Bad for BRK because Semi hurts BNSF? So many possibilities!

 

[Criscmt]

@Thekiwi might've been onto something:

Is TSLA Berkshire Hathaway's new mystery investment?

Note that Charlie Munger once said loud that he would never buy it (nor would short it)

Edit:
I am just saying, that would be awkward
Particularly if we also taking into account the fact that our man (Elon) doesn't have high regards for Warren Buffet

 

[Remster32]

Morgan Stanley upgrades TSLA to Overweight from Neutral. Price target goes up to $540 from $360.

Kind of saw this coming after Jonas's recent interview on CNBC.

 

[elasalle]

Morgan Stanley upgrades TSLA to Overweight from Neutral. Price target goes up to $540 from $360.

Kind of saw this coming after Jonas's recent interview on CNBC.

View attachment 609423

Game on ..
Looks like MS has lots of shares to sell to S&P

 

[Criscmt]

Morgan Stanley upgrades TSLA to Overweight from Neutral. Price target goes up to $540 from $360.

Kind of saw this coming after Jonas's recent interview on CNBC.

View attachment 609423

Note the bull case, 142% upside. That's ~$1070

 

[Quesder]

Tesla, Lucid, Rivian, and others join forces to create ZETA: a push for electric cars only by 2030 - Electrek

Tesla joins an EV lobbying group. Strength in numbers ?


The 28 founding members of ZETA are:

• ABB
• Albemarle Corporation
• Arrival
• ChargePoint
• ConEdison
• Copper Development Association, Inc.
• Duke Energy
• Edison International
• Enel X
• EVBox
• EVgo
• Ioneer
• Li-Cycle
• Lordstown Motors
• Lucid Motors
• Piedmont Lithium
• PG&E Corporation
• Proterra
• Redwood Materials
• Rivian
• Siemens
• Southern Company
• SRP
• Tesla
• Vistra
• Volta
• Uber
• WAVE

It is really amazing to see Edison(s) finally cooperate with Tesla.

 

[Mo City]

Interpret this Elon tweet however you want:
https://twitter.com/elonmusk/status/1328966577862172672

 

[wipster]

450 US in Germany and goodnight @Lycanthrope

 

[Lycanthrope]

450 US in Germany and goodnight @Lycanthrope

Good morning, @wipster, slept-in a bit today, but I can take over from here, cheers...

 

[Desert Punk]

^ Lol! Commentary between @Lycanthrope and @wipster just too fun.

 

[wipster]

Good morning, @wipster, slept-in a bit today, but I can take over from here, cheers...

Right you are mate!

 

[Lycanthrope]

AJ from Moron Stanley gives $TSLA an overweight upgrade and increased PT of $540 - must be tough to make calls like this the day after S&P inclusion announced...

Morgan Stanley Turns Bullish on Tesla for First Time Since 2017 By Bloomberg

 

[dakh]

So this happened. I got the urge to really study how S&P inclusion works, if it's by share count or dollar value etc. And then I thought.. f it, I'm wealthy enough not to care. Is this the beginning of the end?

 

[Lycanthrope]

The numbers in that tweet are a little bit suspect. Last we heard, the curb weight of the LFP SR+ is 1,745 kg. China: Tesla Approved To Produce Model 3 With LFP Batteries

That is only 100 kg heavier than the curb weight of the NMC SR+ Tesla Model 3 - Wikipedia

If that tweet's "technically permissible maximum laden mass" of 2,139 kg is correct, that's 394 kg for passengers (867 lbs).

That tweet is from a $TSLAQ sect member, so what do you expect...