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

LTC_RRR

Member
Apr 29, 2019
240
1,191
Dallas
Probably get more FUD until ER where we see margins jump up to 30%+ due to FSD revenue recognition. SP will spike and then follow by slow walk down because everyone and their mothers will cry about FSD revenue not being real revenue like EV credits..lol.

For those who have watched a bunch of FSD videos, for the most part the car does okay. However there are instances where the car goes into the opposite lane after a stop light, or wants to drive into a parked car(not that it would..but the path finding wants to) because that parked car is in a lane the car thinks is the turning lane. So we will get more of these cases amplified with wide release so there will not be any shortage of FUD.
Not ready for Robotaxi until it figures out how to handle school zones!
 

Hock1

Member
Jan 21, 2017
678
6,353
Ponte Vedra Beach, Florida
I have lot of respect for Ark for what they do, sure they do a great job trading Tesla but holding Ark for 10% exposure for Tesla doesn’t work for everyone, I am sure Ark also misses unexpected upside time to time on Tesla, 80% of most stock moves happen in 20% time frame.
You're right. The Pareto Principle applies to stock movement too. 80/20 rule seems to happen a lot in life. Interesting.
 

Singuy

Active Member
Jun 28, 2018
3,694
25,283
US
Not ready for Robotaxi until it figures out how to handle school zones!
I think Tesla will use big data and can identify which area has no disengagements and which areas still need work. Then they may just geo fence areas that has no disengagements and expand from there as they tackle other edge cases.
 

Unpilot

Sell order in at $5999.99
Dec 2, 2017
4,761
36,432
A Coast
Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday
Yeah but it is a foregone conclusion they will fail....if not today...soon!

dam.gif
 

pz1975

Supporting Member
Aug 30, 2013
1,423
7,896
Langley, BC, Canada
Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday
Agree. The calls I bought Tuesday (Dec 4-Jan 15) are up ~150% so far on average. If the SP is kept near 500 today I plan to load up before close today on many more short-term calls. I think (barring macro) a spike Monday morning is in the 80-90% likelihood range. I like those odds as a risk/reward play.
 

Knightshade

Well-Known Member
Jul 31, 2017
11,628
15,659
NC
Voice is power.

Tesla is not the end game here. The punching bag get's moved around to suit their masters. Your analysis is shallow.


And yours is baseless and paranoid.

CRs "masters" are their subscribers. They take no advertising money and pay for everything they test.

They've been instrumental in finding (and getting corrected) significant product and safety flaws in a slew of products- including cars- going back decades

That incudes finding the Model 3 ABS bug- for which Elon explicitly thanked them- and as noted resulted in great positive press by being able to fix it via an OTA instead of a physical recall.


CR released their annual car ratings. In the same 1 month period they've released them every year going back at least a decade or more.

But somehow it's a conspiracy to suit some nebulous "masters"?

Not EVERYTHING is a vast global conspiracy against your personal interests.

A message this country desperately, desperately, needs right now.
 

elasalle

driVIN(188xx) it !!
Jan 26, 2016
4,118
22,090
VA
Agree. The calls I bought Tuesday (Dec 4-Jan 15) are up ~150% so far on average. If the SP is kept near 500 today I plan to load up before close today on many more short-term calls. I think (barring macro) a spike Monday morning is in the 80-90% likelihood range. I like those odds as a risk/reward play.

Next week, Nov 26th Thurs is Thanksgiving week. So there might me light number of trades.

+ took this into consideration and sold Nov 27, 620 CC's for $1.47. (usually don't sell weeklies)
 
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jerry33

(S85-3/2/13 traded in) X LR: F2611##-3/27/20
Mar 8, 2012
19,631
22,277
Texas
I'm with you the market will reward TSLA handsomely if/when FSD proves robotaxis are certain to happen. But it won't be this winter. I think we have a year or so minimum before that comes to pass.

Blame Brandon for my opinion. Either Sacramento is the Bermuda Triangle for FSD beta or his car is possessed.
My hope would be that the YouTubers will pull their older FSD videos, so that only the ones on the most recent updates will show. Otherwise we'll be fighting older versions and their shortcomings forever. (The FUDsters will keep showing the goofs, even though they were fixed long ago.)
 

TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
6,807
24,532
Philadelphia, PA
And yours is baseless and paranoid.

CRs "masters" are their subscribers. They take no advertising money and pay for everything they test.

They've been instrumental in finding (and getting corrected) significant product and safety flaws in a slew of products- including cars- going back decades

That incudes finding the Model 3 ABS bug- for which Elon explicitly thanked them- and as noted resulted in great positive press by being able to fix it via an OTA instead of a physical recall.


CR released their annual car ratings. In the same 1 month period they've released them every year going back at least a decade or more.

But somehow it's a conspiracy to suit some nebulous "masters"?

Not EVERYTHING is a vast global conspiracy against your personal interests.

A message this country desperately, desperately, needs right now.
CR being incentivized to support those who cooperate with their business model isn't a "vast global conspiracy", it's a flavor of what we've been seeing up close for years. Same reason CNBC supports their advertisers and sells time to hedge funds.

Traditional print organizations are hanging on by a thread. They'll become more and more willing to take money as they near the end. That's just natural.
 

EV forever

Supporting Member
Apr 23, 2016
718
5,355
Irvine, CA
My understanding is that they need to be working since Roth contributions can only be funded by earnings. So my gift allowed them to put their earnings into their Roths. :cool:
But it doesn’t matter what work they are doing, correct? Can I pay my son for being my tech support? Do I need to produce any documentation? He is college and doesn’t have an income. He just turned 21, but is still claimed as dependent on our taxes. I really want to buy some TSLA for him to hold. Would be a great Christmas present. He is already a huge fan of Mr. Musk.
 
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Lycanthrope

S3XY old dude
Nov 15, 2013
9,146
69,685
At home
Expecting heavy manipulation today to keep the SP below $500 but another plop Monday or Tuesday

I do believe you meant "pop", dear boy :eek:

Hey, I bought a Roadster II :D

This is what happens when $TSLA goes on a rip, we all buy more merchandise = more profits = higher SP = more merch!

The REAL Roadster is still on the agenda, post-house, in the meantime I will place this in my office and fondle it daily.
upload_2020-11-20_15-40-18.png
 
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mongo

Well-Known Member
May 3, 2017
12,966
38,498
Michigan
But it doesn’t matter what work they are doing, correct? Can I pay my son for being my tech support? Do I need to produce any documentation? He is college and doesn’t have an income. He just turned 21, but is still claimed as dependent on our taxes. I really want to buy some TSLA for him to hold. Would be a great Christmas present. He is already a huge fan of Mr. Musk.
Roth IRA Contribution Rules: The Comprehensive Guide

They would probably need to declare the income... (1099?)
 

Singuy

Active Member
Jun 28, 2018
3,694
25,283
US
And yours is baseless and paranoid.

CRs "masters" are their subscribers. They take no advertising money and pay for everything they test.

They've been instrumental in finding (and getting corrected) significant product and safety flaws in a slew of products- including cars- going back decades

That incudes finding the Model 3 ABS bug- for which Elon explicitly thanked them- and as noted resulted in great positive press by being able to fix it via an OTA instead of a physical recall.


CR released their annual car ratings. In the same 1 month period they've released them every year going back at least a decade or more.

But somehow it's a conspiracy to suit some nebulous "masters"?

Not EVERYTHING is a vast global conspiracy against your personal interests.

A message this country desperately, desperately, needs right now.

I don't think there's some kind of conspiracy with CR. I do think they apply old metrics to completely new products that put EVs at a disadvantage. However they do it to be consistent and to level the playing field. Things important for an EV is mere foot notes for ICE, therefore having Tesla falling behind in many of their metrics.

For example, any software update that requires a car to be taken to the shop should be a reliability issue as it's a shop visit if we count panel gaps as a reliability issue. However a lack of OTA doesn't matter and has zero weight. So I think CR just needs to get with the time but Tesla is too fast of a moving target as they are defining what is more or less impt for the future of transportation.
 

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