This is a new personal record for me. (Artifact on an options position from the glitch in options pricing.)
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
And when they do you deploy your dry powder.
Compared to S&P 500, we're doing great I think. Expected worse myself.
Letting others use the Tesla Superchargers will be a win for Tesla. Can you imagine pulling into a Tesla charging station in a crappy ID3, sitting next to a bunch of beautiful Model 3s, feeling the glare of all the Tesla owners. Likely that VW owner will buy a Tesla next time....
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I agree with this.
But to give a bit more nuance to the discussion: The market is super near sighted. For example: vaccines were announced and a few people got a shot last week. Markets react like the pandemic is over. Then we get a reminder it isn't - cases increase in the UK (which is true, even though it's probably not because of a "super-strain" of Covid, the same old SARS CoV2 that we've had all along is plenty infectious as it were) and all of a sudden the markets again over react in the other direction.
How does this "Strain" affect the Moderna and Pfizer vaccines? I heard that they have been touting that it doesn't affect it, but can we really be sure this early? Is it possible to be certain without running clinical trials on people especially with only this new strain?
Variant, not strain. The Doctor has spoken earlier
Yes and I imagine the 650-660 level is acting as great support because there are other buyers, namely benchmark?
There was a big trade that happened premarket at 695$ so that explains the spike from the lows this morning. Somebody accumulating enough shares to sell to an index fund at a predetermined price of 695$. Pretty amazing how efficient our markets here
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Scientific concencus is that the vaccines will work well for this variant too. The spike protein is a very "soft target" with many epitopes for the immune system to react to. Think of it this way: if the genome of the virus mutates so much that the spike protein changes a lot, making the vaccines ineffective against that new virus variant, then that variant would also likely no longer be effective in spreading and causing disease - since the spike protein is very important for the virus' infectious mechanism. It's highly conserved.
Knightshade
Well-Known Member
It's not inconsistent at all, you're simply ignoring the 60 minutes quote.
Elon is telling you ignore him when he's giving you a timeframe for finishing something he's never done before and is not actually done yet.
He's admitting he's guessing.
It's an informed guess, but always a very very very optimistic one, and very often a wrong one.
Which explains all the missed FSD deadlines (and various other ones the first time he tries to do something).
That doesn't mean ignore everything he says- just the bit about when it'll be finished (or how hard it'll be to get there).
Exactly... actual "solved" FSD is at least one 0 added to the end of the share price... possibly more depending on the details.
It's not priced into the stock yet beyond very fractionally as a bet on Tesla delivering it as a general solution (far more scalable than what most others are working on with LIDAR and HD mapping)
The good news for investors is if you win that bet, massive massive upside... and if you don't, it's not like there isn't plenty of existing upside to look forward to in lots of other places in the company.
lafrisbee
Active Member
Dear Elon,
Release the new renditions of the cybertrck on Christmas Eve. Consider the fact I was a very good boy this year. Go ahead check your list ( The Mods are LIARS, do not believe them). And I deserve a big present.
Releasing the new rendition will support the SP, or give it a nudge up so it is Investor related.
But even if it wasn't, a significant percentage of the investors are invested in getting a cybertrck(notatruck).
Release the new renditions of the cybertrck on Christmas Eve. Consider the fact I was a very good boy this year. Go ahead check your list ( The Mods are LIARS, do not believe them). And I deserve a big present.
Releasing the new rendition will support the SP, or give it a nudge up so it is Investor related.
But even if it wasn't, a significant percentage of the investors are invested in getting a cybertrck(notatruck).
JRP3
Hyperactive Member
Can you imagine pulling into a Supercharger in your beautiful Model 3 and having to wait for a crappy ID3 to finish charging?
OK, now I'm diversified?
Not really, but ARK Genome might hedge some of the covid fears.
Not really, but ARK Genome might hedge some of the covid fears.
Ms. Woods recently said she saw more upside in genomics than TSLA.
I can imagine more stalls paid for by ID3s. Hopefully spaced at shorter distances to accommodate their range. Come on Henryetta, OK! Don’t make me buy that chademo adapter.
From the UK Daily Telegraph.
Investors have begun ditching electric car giant Tesla as it becomes a member of the S&P 500 index with a 1.7pc weighting from today.
<snip>
Mr Whiston added that if chief executive and founder Elon Musk left the company, shares could plummet as Tesla's fate is closely linked to Musk’s actions. “We see immense key-man risk for the stock,” he said.
William de Gale, a technology specialist at investment manager BlueBox, said Tesla the S&P inclusion played in to the hype around the company but would no longer spur its share price higher.
“Its inclusion was a one-off event and now it’s done. It is time to take some profits and use the cash for something concrete, such as paying off part of a mortgage. Tesla is changing the world, but I would rather invest in boring companies companies which are less volatile and more profitable.”
Investors have begun ditching electric car giant Tesla as it becomes a member of the S&P 500 index with a 1.7pc weighting from today.
<snip>
Mr Whiston added that if chief executive and founder Elon Musk left the company, shares could plummet as Tesla's fate is closely linked to Musk’s actions. “We see immense key-man risk for the stock,” he said.
William de Gale, a technology specialist at investment manager BlueBox, said Tesla the S&P inclusion played in to the hype around the company but would no longer spur its share price higher.
“Its inclusion was a one-off event and now it’s done. It is time to take some profits and use the cash for something concrete, such as paying off part of a mortgage. Tesla is changing the world, but I would rather invest in boring companies companies which are less volatile and more profitable.”
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