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

[Beltsbear]

I also own Apple stock and continue to think Apple will do well. But a car is not going to work out for Apple unless they really change things up. Cars are often a low margin item. Tesla makes unusually large margins. They do this by INSOURCING much more then other car companies. They even make their own seats. Apple makes almost nothing themselves. Margins are on IP and software. And margins are large on those items. So Apple brings a lot less of the needed items to the table. They could end up with great software and self driving. But they are going to give all of the margin the manufacturer if they go that route. And they are not going to be able to self manufacture for five or more years. This almost does not register as a threat. Maybe in five years they might start to dig into Tesla's businesses. In five years, Tesla will be the making 3-4 million cars a year.

Nah. People who are trying to be funny don't usually post things indistinguishable from stupid. And if they do they are usually careful to indicate they are trying to be funny. But I admit, anything is possible given the level of ignorance around here regarding Apple.

This is a paraphrase well known joke that has been around for years. Why do you need to be so insulting in your response?

 

[S3XY]

the only thing that would stop people on this forum from complaining about manipulation is if the stock literally never went down at all at any point for any reason.

You say that like it's a bad thing.

 

[Sudre]

The competition is coming in 2035:

Apple Car - $20k

Batteries and Charging cable sold separately

Next Generation Battery - $25k

Charging Cable - $15k

Monthly subscription in order for your car to drive - $499/month

And if you want to be a vendor to make any third party things for the Icar you will have to pay a 30% Ifee.

 

[Nocturnal]

What’s up with the spike AH on the chart? I’m used to seeing downward spikes (glitches or whatever they are) but I don’t recall seeing stalagmites.

 

[Green Pete]

What’s up with the spike AH on the chart? I’m used to seeing downward spikes (glitches or whatever they are) but I don’t recall seeing stalagmites.
View attachment 619965

exercised put?

 

[Sanny]

A housekeeping question: does window dressing usually happen before Christmas or by the New Year? I'm still confusing metric and imperial...

 

[vikings123]

What’s up with the spike AH on the chart? I’m used to seeing downward spikes (glitches or whatever they are) but I don’t recall seeing stalagmites.
View attachment 619965

That is the closing cross price of 695$, we saw them in pre market too. So I imagine there is still some light buying by index funds and more likely that this was a prearranged dark pool trade. I don’t understand how this can be legal.

MMs/HFS will likely continue to shake the trees this week. I just get the feeling benchmark funds are sitting tight and waiting for a bigger dip.

Once all this index buying is over I expect TSLA to stabilize in this range and likely see less volatility. The big boys will likely want to make sure their newest entrant is not causing too much volatility in S&P. And hopefully the stock price moves based on fundamentals and not some depressed dynamic like naked short selling, split and short squeeze. Not sure about the shorts though they never seem to learn. I present you their latest bs. Amazing isn’t it?

 

[OrthoSurg]

I gave up some profits in the last few days, hoping for yet more squeeze.

Somewhat bummed, but I just went for a quick errand in my Model 3. For just a moment, I floored it. The rush of acceleration never gets old. Everything is going to work out fine.

You can’t do that with CRSP.

Today, coming back from a busy crazy day at work, a young guy in a modified forester floored the gas by passing me. At the next light, I showed him what a Tesla can do. Happy to see he did a thumbs up instead of a middle finger.

 

[Silent Ludicrosy]

Gordon Johnson on CNBC this morning, repeating the same old talking points. Nice to see the host calling on it. Of course, they keep giving him the platform, so... Looking forward to Q4 results.

 

[OrthoSurg]

Even if apple made an awesome car, it would only be drivable on apple roads. Then, the tenth generation iCar would be released without windows, wheels or doors, which would be trumpeted as a 'brave' decision. Also, in 2026, all older iCars would no longer work, or would be reduced to travelling at 5mph, for mysterious reasons.

Don’t underestimate competition.
Particularly if it’s another Tech company with unlimited funds and another brand aura coming with limitless fans like Apple.

Apple has the engineers.
Apple has the battery tech.
Apple has the liquidity.
Apple doesn’t have to kill all its ICE line and risk brankruptcy start an EV production.
If project Titan has been running since 2012, they would have more engineering into the project than all the other car manufacturers except Tesla.

This would put Apple on my list 2nd to Tesla in the EV market world leaders by 2030. With a third being Nio, Li, Xpeng or VW

 

[euro2012]

What dates are we expecting p/d and earnings for q4? My bad if I missed it.

 

[Nocturnal]

Don’t underestimate competition.
Particularly if it’s another Tech company with unlimited funds and another brand aura coming with limitless fans like Apple.

Apple has the engineers.
Apple has the battery tech.
Apple has the liquidity.
Apple doesn’t have to kill all its ICE line and risk brankruptcy start an EV production.
If project Titan has been running since 2012, they would have more engineering into the project than all the other car manufacturers except Tesla.

This would put Apple on my list 2nd to Tesla in the EV market world leaders by 2030. With a third being Nio, Li, Xpeng or VW

What they don’t have is the manufacturing experience. That’s a big one

 

[phantasms]

https://twitter.com/DeItaone/status/1341120139807387649?s=20

EXCLUSIVE-APPLE INC AAPL.O TARGETS ELECTRIC CAR PRODUCTION AS EARLY AS 2024 - SOURCES

EXCLUSIVE-Apple targets car production by 2024 and eyes "next level" battery technology - sources | Technology

Good. Now we can talk about how Apple is overvalued as a car company.

Honestly, this will be great for the world and maybe will give us some more buying opportunity with TSLA.

Don’t underestimate competition.
Particularly if it’s another Tech company with unlimited funds and another brand aura coming with limitless fans like Apple.

Apple has the engineers.
Apple has the battery tech.
Apple has the liquidity.
Apple doesn’t have to kill all its ICE line and risk brankruptcy start an EV production.
If project Titan has been running since 2012, they would have more engineering into the project than all the other car manufacturers except Tesla.

This would put Apple on my list 2nd to Tesla in the EV market world leaders by 2030. With a third being Nio, Li, Xpeng or VW

This 100%. I hope the negative jokes aren’t serious. While I do not believe Apple will overtake Tesla I do think they’ll be a strong second, and that’s ok. The world needs damn good EVs. Elon said himself that they can’t build all the world’s cars.

I’m happy Apple will help to destroy the traditional OEMs.
I’m happy more people will buy EVs.
I’m happy to buy the inevitable dip caused by TSLA owners who don’t truly understand the space.
And I’m happy the Tesla jet will likely be out before the iCar.

 

[FireMedic]

interesting deep dive on jb straubels nikola

 

[phantasms]

What they don’t have is the manufacturing experience. That’s a big one

Tesla didn’t have any either like 5 minutes ago.

 

[FireMedic]

Is Foxconn gonna build the cars?

 

[phantasms]

Is Foxconn gonna build the cars?

Oh god I hope not. I truly hope Apple pulls a Tesla and opens factories here just for this. All these poor auto workers at the other OEMs are going to need somewhere to go.

 

[Nocturnal]

Oh god I hope not. I truly hope Apple pulls a Tesla and opens factories here just for this. All these poor auto workers at the other OEMs are going to need somewhere to go.

I just can’t see such a major deviation from their business model. New market, new method of building products, new industry. Perhaps an acquisition...

 

[Xepa777]

interesting deep dive on jb straubels nikola

Yah what’s with JB?

1) in my research for ABML I’ve read terrible stuff about Redwood’s smelting approach technology, both in terms of margin and environmental toxicity

2) In following The Limiting Factor and TMC I’ve read about how overhyped and scientifically questionable quantumscape is

3) I’ve talked to 3 Tesla employees who have worked under JB who have called him an asshole and told me stories about him. I know Elon is like this as well but he has the genius to back it up.

4) If I recall correctly JB originally approach Elon about an electric plane company which then pivoted to cars because Elon said the EV plane tech isn’t there yet.

 

[AudubonB]

A failed experiment there, Maestro. In order to create a thought experiment, a thought process must occur.