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

[Unpilot]

Open to licensing software to third party's

 

[Don TLR]

Where their goal is to do nothing (Jerome said service visits were down 30% which is great)

Right, currently 40% mobile service and other goal is 50%

 

[Nocturnal]

Seriously, preliminary conversations around licensing AP = BTFD

 

[Prunesquallor]

Super bullish. If it dips that's just the usual shenanigans.

I will however be selling half my holdings in the next couple days to buy a really nice house with 3 garages plus a 1300 sqft workshop with 14 ft ceilings. Banks won't finance me because I only just became rich in 2020 so I gotta go all cash.

You'll catch me crying about it in various fully paid off Teslas.

Dude, get a line of credit with your shares as collateral. Finance yourself. Pay back later, after stonk doubles.

 

[M|S|M MYP]

If these things come to fruition within a year or two, I can see Tesla's valuation doubling by the end of 2022.

That's it?

 

[mekberg]

"Tesla doesn't believe in walled gardens... <other companies> using our autonomy software..."

FSD licensing? Has anyone put a price on that?

 

[Todd Burch]

That's it?

I like to underpromise, and you-know-the-rest.

 

[SOULPEDL]

...100% safer than humans... (long pause, end).
Like he wanted to say by this year but didn't.

 

[SMAlset]

Object with service is to eliminate phone contact. All app based. Said more improvements in that area coming.

 

[Pezpunk]

the only guidance i've heard so far for 2021 deliveries was an offhand "probably 50% increase over last year, and we'll probably exceed that". did i miss more formal guidance at some point? That implies 750k delivery guidance, which is obviously very conservative.

 

[Dancing Lemur]

Meanwhile stock price goes down while they explain batteries. They really don't get it.

The total volume in that decline from 850-820 over the last half hour has been on <200K shares. Let’s see what things look like at the open, when there’s been some time to digest this and the real money is in play.

It’s actually hard to believe how good the news is in almost every subject (still no Roadster, I guess).

 

[Todd Burch]

We are hearing lots of fundamentally good news that will positively impact the company's financials. The stock drop is a result of the market only being able to see the current numbers.

If you are smart enough to hold and accumulate more, this roadmap being laid out ensures far higher future stock prices.

 

[Sancho]

Dojo as a business. This company is mind blowing. Tesla is so much more than automotive and energy (and those are multi trillion dollar business).

 

[chronoreverse]

"Tesla doesn't believe in walled gardens... <other companies> using our autonomy software..."

FSD licensing? Has anyone put a price on that?

This seems like a really huge deal to me if true. Now car vendors just need to put in the Tesla computer and cameras to get at least EAP and maybe FSD? That's gotta be way cheaper and easier than a lidar setup (where would you even install a Waymo lidar in a car?) plus the power hungry Nvidia processor.

 

[StarFoxisDown!]

I'm waiting on some Semi questions........come on!

 

[Unpilot]

The total volume in that decline from 850-820 over the last half hour has been on <200K shares. Let’s see what things look like at the open, when there’s been some time to digest this and the real money is in play.

It’s actually hard to believe how good the news is in almost every subject (still no Roadster, I guess).

I'm showing less than 25k shares so far after hours.

 

[bkp_duke]

We are hearing lots of fundamentally good news that will positively impact the company's financials. The stock drop is a result of the market only being able to see the current numbers.

If you are smart enough to hold and accumulate more, this roadmap being laid out ensures far higher future stock prices.

It's battery day all over again . . . and look how much higher we are now even though there was a dip after battery day.


I'll be liquidating some more positions tomorrow to buy more TSLA if these prices continue.

 

[Unpilot]

Cyber truck on deck!

 

[gabeincal]

We are hearing lots of fundamentally good news that will positively impact the company's financials. The stock drop is a result of the market only being able to see the current numbers.

If you are smart enough to hold and accumulate more, this roadmap being laid out ensures far higher future stock prices.

I think the drop could be algos selling as soon as they see 'miss on earnings'? Then the ripples through retail investors happen, sell orders get triggered, etc. I might be wrong though.

 

[Don TLR]

Pencils down on Cybertruck design, order equipment