dc_h
Active Member
It would be an amazing way for Elon to get his Tim Cook COO. It would free him up to focus on engineering and design and more effort in SpaceX, Boring and Neuralink.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Bet TSLA
Active Member
Diess being in charge of anything at Tesla would be ridiculous. How would he have any idea how to function in an environment where his fundamental job is to foster innovation? Anybody with that mindset at VW lost their jobs years ago.
Elon's admiration for Diess isn't the "I'd hire you in a heartbeat" type; it's the "I'm impressed you can function at all in that sh**show of a company. I'd die." type.
Thanks to you my calls are already 350% up (what is it, a 4-bagger). Could go get myself a second Tesla on this small play. Please set up a Patreon account so I can sponsor your beverages of choice for a while
You could try that call all you want but no one's going to answer.Damnit..missed the $555 intraday bottom where I'd lined up a 18DEC20 555c for $55.55
gabeincal
Active Member
Thank you for this. And the price action for that 2013 event is below. It dips after the 24th, but not for long. And I bet FB didn't have that volume of short that TSLA does.
MM’s start selling anti-gravity
StealthP3D
Well-Known Member
Tesla keeps advancing automotive technology by leveraging their existing technological lead:
At first glance I thought, "Ho-hum, of course, no big deal". But as I thought about the implications I realized how huge it was for Tesla.
What does it mean that the Cybertruck's air suspension will be "linked to FSD"? Potentially a lot of things, one of the more compelling things to my way of thinking is controlling body roll around corners.
With the current state of automotive technology and practical cost considerations, total suspension travel as well as the softness of the suspension for reasons of comfort is limited due to causing excessive body roll around corners. Excessive travel and/or soft, comfy suspensions cause the inside wheels to unweight which can lead to loss of control. It can also encourage motion sickness in susceptible individuals. Currently, this is addressed with a band-aid solution called an anti-roll bar. Some cars have one in the front and the rear. They add a considerable amount of weight and lose effectiveness as the rubber or polyurethane bushings wear and develop play. But a bigger disadvantage of anti-sway bars beyond their weight and cost is they limit individual wheel articulation. A side effect of this is the loaded wheels become much less compliant when impacting a bump which can cause a loss of control and can make the ride feel harsh while cornering hard.
Anti-roll bars are especially undesirable on rugged terrain and off-road (even if they are desirable on curvy gravel roads without potholes). One solution is electromechanical de-coupling devices that deactivate the roll bars with the flip of a switch. But these cost more money, require more maintenance and they fail. And, you have to turn them on/off manually and they are not infinitely adjustable.
FSD and adaptive air suspension to the rescue! Since Tesla already has the investment in FSD, it can leverage it to improve ride, handling and control while retaining fully independent wheel travel for superior performance on rugged and uneven ground. FSD knows how sharp an upcoming turn is and how fast you are going (whether or not FSD is engaged). Based on this, it can "level" the truck as the corner is entered. I suspect this will be coupled with adjustable damping to provide a superior control and ride characteristics with none of that body roll typically exhibited by high-clearance trucks. This means the truck will be superior both on smooth roads and off-road. You don't need to be off-road to experience the benefits. When people experience this first hand it will be such a fundamental driving improvement it will be a very compelling reason to chose the Cybertruck vs. any competitors truck.
While there are active suspensions systems out there (ala BMW, etc.), they are expensive and are more suitably called "reactive" suspension systems because they can't leverage the advantages FSD cameras bring to the table.
Cybertruck is going to absolutely decimate the traditional truck market. Traditionists will be a small minority, outdated curmudgeons stuck in the past. This is one more way Tesla will achieve incredible growth rates and demand beyond most peoples imagination. The value these innovations bring to consumers will ensure superior margins for years to come.
At first glance I thought, "Ho-hum, of course, no big deal". But as I thought about the implications I realized how huge it was for Tesla.
What does it mean that the Cybertruck's air suspension will be "linked to FSD"? Potentially a lot of things, one of the more compelling things to my way of thinking is controlling body roll around corners.
With the current state of automotive technology and practical cost considerations, total suspension travel as well as the softness of the suspension for reasons of comfort is limited due to causing excessive body roll around corners. Excessive travel and/or soft, comfy suspensions cause the inside wheels to unweight which can lead to loss of control. It can also encourage motion sickness in susceptible individuals. Currently, this is addressed with a band-aid solution called an anti-roll bar. Some cars have one in the front and the rear. They add a considerable amount of weight and lose effectiveness as the rubber or polyurethane bushings wear and develop play. But a bigger disadvantage of anti-sway bars beyond their weight and cost is they limit individual wheel articulation. A side effect of this is the loaded wheels become much less compliant when impacting a bump which can cause a loss of control and can make the ride feel harsh while cornering hard.
Anti-roll bars are especially undesirable on rugged terrain and off-road (even if they are desirable on curvy gravel roads without potholes). One solution is electromechanical de-coupling devices that deactivate the roll bars with the flip of a switch. But these cost more money, require more maintenance and they fail. And, you have to turn them on/off manually and they are not infinitely adjustable.
FSD and adaptive air suspension to the rescue! Since Tesla already has the investment in FSD, it can leverage it to improve ride, handling and control while retaining fully independent wheel travel for superior performance on rugged and uneven ground. FSD knows how sharp an upcoming turn is and how fast you are going (whether or not FSD is engaged). Based on this, it can "level" the truck as the corner is entered. I suspect this will be coupled with adjustable damping to provide a superior control and ride characteristics with none of that body roll typically exhibited by high-clearance trucks. This means the truck will be superior both on smooth roads and off-road. You don't need to be off-road to experience the benefits. When people experience this first hand it will be such a fundamental driving improvement it will be a very compelling reason to chose the Cybertruck vs. any competitors truck.
While there are active suspensions systems out there (ala BMW, etc.), they are expensive and are more suitably called "reactive" suspension systems because they can't leverage the advantages FSD cameras bring to the table.
Cybertruck is going to absolutely decimate the traditional truck market. Traditionists will be a small minority, outdated curmudgeons stuck in the past. This is one more way Tesla will achieve incredible growth rates and demand beyond most peoples imagination. The value these innovations bring to consumers will ensure superior margins for years to come.
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Artful Dodger
"Neko no me"
Ideally, Tesla announces 2:1 share dividend before the Market opens on Fri, Dec 11th (short that, boi). Effective date for the share distribution as of Dec 21st.
Cap raise announced before Market opens on Mon, Dec 14 for let's say, $50B (enough for all Tesla's planned Bty CapEx). Share offering closes on Fri, Dec 18 and share distribution by of Dec 24th (just in time for Index funds).
Sink da shorts. Fund da company. Fry da mind.
Cheers!
Once again, I fired up the Way, Way, Wayback Machine:
On April 27, 2014, Standard & Poor's gave Tesla's credit an unsolicited junk bond rating of B-, or "highly speculative", with its analysts' comments including the categorization of Tesla as a "niche" automaker, and cast a shadow on the company's long-term prospects. Not uncoincidentally, but I found in my files a note that at that time, TSLA's market cap was $17.8 billion (has it risen since then, anyone?).
Here is a post from that day, including some wording from S&P that jarred me then, as it should all now:
Summary: Oh man, have I been waiting a long, Long, LONG time for this month. That dish that's best served cold - learn it, if you don't know that already.
On April 27, 2014, Standard & Poor's gave Tesla's credit an unsolicited junk bond rating of B-, or "highly speculative", with its analysts' comments including the categorization of Tesla as a "niche" automaker, and cast a shadow on the company's long-term prospects. Not uncoincidentally, but I found in my files a note that at that time, TSLA's market cap was $17.8 billion (has it risen since then, anyone?).
Here is a post from that day, including some wording from S&P that jarred me then, as it should all now:
Summary: Oh man, have I been waiting a long, Long, LONG time for this month. That dish that's best served cold - learn it, if you don't know that already.
Bet TSLA
Active Member
Isn't this at least as significant for track mode for all Tesla vehicles? Or can't the air suspension react quickly enough?
Speaking of which: When do you think we will see the next credit rating increase for Tesla?
You know, they issued one just about a week or two ago. Moody's or Fitch might issue a report, though.
StealthP3D
Well-Known Member
Yes, any Tesla with independently adjustable air suspension could benefit on the track from this kind of control but I think it might be banned by some controlling bodies.
Mo City
Active Member
Your entire post is great, but this sentence is most profound. It explains why the gap between Tesla and competitor OEMs continues to widen and will continue to do so for many years.
Other OEMs cannot even conceive of doing some of the things Tesla does now.
pz1975
Active Member
You’re right - I wrote “a very small %”. I had originally written 1% and changed it because I didn’t actually calculate it. Not sure why you seem upset, but I write about these trades both times (Jan and 2 weeks ago) before they happened on here. I felt/feel a very strong conviction and wanted to share. These were actually significant amounts of money both times in relative terms. I’m not going to say the actual $ amount.
I have lost and gained money many other times but those were most just play amounts and I would never post about them on here before or after. I only post if I feel very strong about a move (hence why I have only done it twice).
StealthP3D
Well-Known Member
S&P probably won't increase the credit rating until after inclusion is complete.
Now that you mention it, that was probably one of the catalysts for S&P realizing they should include TSLA in the Index (before they raised their rating). So I expect an increase not too long after the dust settles from inclusion. After the Q4 financials are released near the end of January at the latest.
Well, you would if you'd been studying TMC and ignoring all the analysts and bond raters and media who claimed Tesla is overvalued, moatless, structurally unprofitable, broken growth story, etc. etc. Do you have evidence that many benchmarkers did that?
As I wrote before, Goldman Sachs claims they surveyed large-cap funds with half a trillion in assets and found 83% of them don't own TSLA. (But again, I trust GS as much as I trust the scorpion who hitched a ride on the frog.)
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“But why did you sting me? Now we will both drown!”
“It’s in my nature.”
Yep, that’s the best description of Goldman Sachs I’ve ever read.
Mo City
Active Member
This is old news, sort of.
Exclusive: LG Chem to double China battery capacity to meet Tesla demand - sources
Exclusive: LG Chem to double China battery capacity to meet Tesla demand - sources
Bet TSLA
Active Member
Sorry, wasn't really you or this particular trade. But your original "If the SP does what I expect, I'm going make a killing on the way up and down." was just asking for a smackdown. Anybody can make arbitrary amounts of money if "the SP does what I expect". And if you're putting only a small percentage of your money on that bet then you don't really have much confidence in what you claim to expect.
I'm getting more than a little tired of all these posts about people's short-term gut guesses that don't mean a thing. I think it's pretty disrespectful of people like @FrankSG who put serious amounts of work into their reasoning and share it with everybody.
So tell me, is what you expect based on anything? How does it mesh with what @FrankSG has posted? Do you think the SP is going down after inclusion based on any particular analysis? Me, I think we're seeing a shortage of supply and an excess of demand, leaving a permanently smaller supply, so I think the stock price is going up and staying up. Yes, it will likely overshoot and drop back some, but not all that much. And the Q4 production and delivery report will come out not much after, and it will be scary awesome, so I can't see TSLA staying down much for very long. But what do I know?
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