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

[GOVA]

Any signs that the EV tax credit will be restored for Tesla?

 

[henchman24]

I have zero problem with GB talking up or down Tesla. I do think he is making a mountain out of a molehill though.

 

[SOULPEDL]

Do I have this straight.... Black think's that because Tesla is not disclosing Q1 guidance, then they're hiding extra soft Q1 deliveries? (And BTC.) But that's every year and every car company.
And the auto chip shortage, there's nothing indicating a shortage for Tesla (anyone?). I would put Nvidia at equal risk with Tesla on that matter - so I'm not concerned and it has a very unlikely impact. (Unless Tesla is using the legacy auto CAN technology, lol).

Conclusion: Buy buy buy!

 

[henchman24]

Do I have this straight.... Black think's that because Tesla is not disclosing Q1 guidance, then they're hiding extra soft Q1 deliveries? (And BTC.) But that's every year and every car company.
And the auto chip shortage, there's nothing indicating a shortage for Tesla (anyone?). I would put Nvidia at equal risk with Tesla on that matter - so I'm not concerned and it has a very unlikely impact. (Unless Tesla is using the legacy auto CAN technology, lol).

Conclusion: Buy buy buy!

Kirkhorn mentioned it on the earnings call.

 

[Nocturnal]

Any signs that the EV tax credit will be restored for Tesla?

Hard to imagine it wouldn't be. GM would be left in the cold along with Tesla. Nissan wouldn't be far behind.

 

[StarFoxisDown!]

Some speculation that today's drop is partly due to Rivian's IPO announcement. I guess that's dumb enough to be true.

Eh I don’t. I’ve seen a very media driven narrative speculating Elon will once again be in trouble with the SEC over his Bitcoin tweets. There’s hit pieces overstating or outright lying about the MIC quality and safety issues as well as the false it’s Berlin report. It looks orchestrated to me to create a short attack to collect on some stop losses in the low 800’s. No doubt they’re trying to break 800 because there will be a lot of stop losses around that level. I think they know they only have a certain amount of time until Biden announces his Renewable energy plan

 

[SOULPEDL]

Relevant news just in!
"Tesla’s advanced Autopilot, FSD features to find home in Germany as gov’t allows Lvl 4 autonomy"

Tesla's advanced Autopilot, FSD features to find home in Germany as gov't allows Lvl 4 autonomy

100% agree, this a fight to push it down ahead of good news IMHO. It just missed my price darn! I'll pick up more today... (We have multiple couches in our home.)

 

[Hock1]

Some speculation that today's drop is partly due to Rivian's IPO announcement. I guess that's dumb enough to be true.

whoa. big selling volume just came in.

Reverse Gamma squeeze, according to ZH.

 

[SOULPEDL]

Kirkhorn mentioned it on the earnings call.

Oh.
Still, buy buy buy!

 

[tcoombes]

No one seemed to care when he talked up tsla stocks.

Didn’t care about GB then and don’t care about GB now.

 

[StealthP3D]

Anyone else get the feeling that if $TSLA broke $800, it would have gone to $780? That was what i set buy buy limit order at

There's a difference between $780 and $800??

To me they are one and the same for all practical purposes.

Think in big chunks, not little thin slivers.

 

[willow_hiller]

Any signs that the EV tax credit will be restored for Tesla?

Yep, it's pretty explicitly restored in the GREEN Act which was reintroduced by the House subcommittees yesterday. Here's the bill description: https://mikethompson.house.gov/sites/mikethompson.house.gov/files/GREEN Act 2021 sxs.pdf

The provision expands the qualified plug-in electric drive motor vehicle credit under Section 30D to apply a new transition period for vehicle sales of a manufacturer between 200,000 and 600,000 electric vehicles (EVs), under which the credit is reduced by $500. The provision replaces the current phaseout period (which begins at 200,000 vehicles) with a phaseout period that instead begins during the second calendar quarter after the 600,000-vehicle threshold is reached. At the start of the new phaseout period, the credit is reduced by 50% for one quarter and terminates thereafter. For manufacturers that pass the 200,000-vehicle threshold before the enactment of this bill, the number of vehicles sold in between 200,000 and those sold on the date of enactment are excluded to determine when the 600,000-vehicle threshold is reached.

So Tesla gets an additional 400,000 vehicles worth of ITC. Also worth noting they're introducing a 30% energy storage tax credit that would apply to Powerwall and be stand-alone from the solar tax credit, and a $2,500 refundable credit for low-income families purchasing used EVs.

 

[tcoombes]

Just another day in TSLA land. Buy the dip, accumulate and HODL.

 

[mickificki]

https://twitter.com/davidtayar5/status/1359553697555091456?s=21

 

[Lycanthrope]

Just in teslainc

 

[mekberg]

Yep, it's pretty explicitly restored in the GREEN Act which was reintroduced by the House subcommittees yesterday. Here's the bill description: https://mikethompson.house.gov/sites/mikethompson.house.gov/files/GREEN Act 2021 sxs.pdf



So Tesla gets an additional 400,000 vehicles worth of ITC. Also worth noting they're introducing a 30% energy storage tax credit that would apply to Powerwall and be stand-alone from the solar tax credit, and a $2,500 refundable credit for low-income families purchasing used EVs.

So ~6 months of Tesla's production. Got it.

 

[HG Wells]

Yep, it's pretty explicitly restored in the GREEN Act which was reintroduced by the House subcommittees yesterday. Here's the bill description: https://mikethompson.house.gov/sites/mikethompson.house.gov/files/GREEN Act 2021 sxs.pdf



So Tesla gets an additional 400,000 vehicles worth of ITC. Also worth noting they're introducing a 30% energy storage tax credit that would apply to Powerwall and be stand-alone from the solar tax credit, and a $2,500 refundable credit for low-income families purchasing used EVs.

So, I should sell my model 3 NOW and wait a couple of months and buy two model Y's ?

 

[phantasms]

Just got an email from [email protected]. Looks like they're ready to start pushing solar hard again.

FWIW I already have solar. Surprised that wasn't clear to them.

 

[Singuy]

Whatever happened to the additional information of the refresh s/x Elon said he wanted a separate call on? Still a lot of unknowns like is it mcu 3 or just a gpu? And what's the official battery size?

 

[Curt Renz]

https://twitter.com/davidtayar5/status/1359553697555091456?s=21
View attachment 635592

The Vanguard Group owns 6.1% of Tesla.

Within 45 days after the end of a quarter in which an entity has acquired more that 5% of a public company, that must be reported through an SC 13-G filing as seen below.

Tesla - today: teslainc

Benzinga - half hour ago: Tesla 13G Filing From Vanguard Shows Raised Stake From ~43M Shares To ~57.8M Shares, Or 6.1% Stake In Co.