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

StealthP3D

Well-Known Member
Dec 12, 2018
8,629
63,213
Maple Falls, WA

We need Lucid to supply EV's to those who demand "luxury" in order to transition more people to sustainable transportation. Maybe Tesla can set up a solar/energy storage referral program with Lucid to encourage their customers to make a more complete transition.

As for luxury cars, I wouldn't have two Tesla if I demanded that kind of luxury. Most people I know wouldn't be caught dead in a luxury car. Many of them are your "millionaire next door" types. It's not an affordability issue, it's an image thing.
 

buttershrimp

Click my signature to Go Mad Max Mode
Jun 17, 2017
2,705
6,198
ATX
I got your Cata-list right here

Reasons to stay long:
1) India configurator launch announcement/soon
2) Texas factory building suspense as gigapress starts moving
3) Coast to coast announcement FSD milestone
4) announcement of 550+ mile LR model S
5) Tesla Network building chatter
6) $25,000 vehicle teaser launch invites
7) cybertruck competition smack down videos leaking
8) rocket booster demonstration on roadster
9) 1 million mile battery announcement
10) Elon tweets “cute” every time Audi or GM talk about fast charging vehicle network, and then posts map of supercharger
11) giga Berlin nearing completion
12) China market stats
13) EV credit refreshment
14) stock split
 
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Reactions: Thumper

Hans5555

Member
Nov 4, 2020
14
7
Germany
Dude I dont know who you think you are convincing but I promise attacking Krugerrand is not going to help you recover the image of a Troll youve cultivated for yourself in 100% of the posts you made since you started posting.

Not attacking her. Only reminding her about her failed prediction about the market front-running everything, which she so arrogantly posted. Read her post. She wanted to be reminded and I'm just delivering the crow, since the person who was right is now banned.
If stating facts makes me a troll, then there is no hope for this community.
 

SOULPEDL

Supporting Member
Jul 25, 2016
2,812
10,436
Arizona
I know what you mean. It's confounding but this same thing happens whenever TSLA share price sheds more than 15-20%. o_O

I just chalk it up to a hunch that TSLA investors, on average, must be younger, less experienced and perhaps a little more naive about the way markets work. At least that's the best explanation I can come up with. o_O
Been going through couple of pages. What a doom-and-gloom. When was it when we were all celebrating when it closed above $700, two/three months ago? I thought we were all long TSLA. What is two or three months in a long position?
Who's doom and gloom? I'm trying to tone my excitement the past few days with the sale. I tone it now cuz some get upset when u crack a joke at a funeral. What I wanted to say was bring it on, it's party time! (too soon?)
And who's old? I'm chuckin dirt and doing stone work still - then again, I'm only 32... on Mars.
 

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dhanson865

Active Member
Feb 16, 2013
4,345
5,734
Knoxville, Tennessee
I just had an idea I really like: what if the FSD subscription doesn't come as 100-200 USD/month but as 0.2-0.4 cent/mile?

This would be a brilliant move as Tesla jumps directly into the Robotaxi revenue model. It would honor FSD buyers. It would make a mix of private owned cars with and without FSD and tesla owned cars in the Tesla Network very smooth.

Do you really mean 0.2 cents per mile or are you doing verizon math there? I wouldn't ask but there is precedent for this confusion documented 7 ways to sunday.

short version

long version

 

buttershrimp

Click my signature to Go Mad Max Mode
Jun 17, 2017
2,705
6,198
ATX
Not attacking her. Only reminding her about her failed prediction about the market front-running everything, which she so arrogantly posted. Read her post. She wanted to be reminded and I'm just delivering the crow, since the person who was right is now banned.
If stating facts makes me a troll, then there is no hope for this community.
Hans is so hot right now.

C037CE02-D988-42F5-B953-B6B39201A6B0.jpeg
 

⚡️ELECTROMAN⚡️

Active Member
Jul 15, 2016
2,778
4,442
Pacific Northwest
I'm just saying what level a drop I think is cause for concern. That's under 500. I can go take a nap in the low 700s. But to your point, as long as the fundamentals of the company are still good, technical resistance will get stronger as the price goes down. That's pretty much a no-brainer. If the company is executing more people find value as the price goes down. I chose 500 because I see strong technical resistance at that price. 500 was a ceiling, the sp busted through that ceiling and 500 becomes a floor.

Under 500? That's where I really start worrying someone knows something (bad) I don't know.
It was just at around $400 a few months ago. Nothing has fundamentally changed with the company since then. $400 wasn't scary back then nor should $500 be scary now. Of course I wish I had a crystal ball hanging below my big PP, and I had sold near 900, so I could be playing this dip, but I’m definitely not worried about being in the poorhouse 10 years from now.
 

StealthP3D

Well-Known Member
Dec 12, 2018
8,629
63,213
Maple Falls, WA
He was also right about the bleed.
We have to understand that what we see in Tesla is not what others see. We can see 20 million sales, high margins and robotaxis. The market in general is not convinced, and it is illogical to assume that they will become convinced with no catalyst.

I think most people were reacting to the manor in which he waltzed in with no history here and no new information and started spreading "care bear" messages rapid fire because we have all seen this so many times over the last two years and people like this always act like they know more but we know first hand how much damage our portfolios would have incurred had we reacted to each one.

Sometimes the way you deliver a message is just as important as the content of the message.

As someone who has made many millions in profits on multiple high flyers over the years by buying and holding through numerous downturns that looked just like this, PeeWee just comes across as looking silly and inexperienced.

It might be different if he had something worthwhile or new to contribute.
 

MC3OZ

Active Member
Jul 25, 2019
2,033
10,904
QLD Australia
Does it look like TESLA will be able to deliver refreshed S before the eod of the month?

Good work, people were running out of things to worry about :)

The plan will be to miraculously deliver al Model S made this quarter, by the end of the quarter.

it is a production ramp, but no evidence so far it has turned into "production hell".

It is likely to be lower than normal production, probably significantly lower. maybe this risk was considered when timing the refresh.
 

carterm2

Supporting Member
May 2, 2018
239
1,037
San Jose
Good work, people were running out of things to worry about :)

The plan will be to miraculously deliver al Model S made this quarter, by the end of the quarter.

it is a production ramp, but no evidence so far it has turned into "production hell".

It is likely to be lower than normal production, probably significantly lower. maybe this risk was considered when timing the refresh.


Delivered?

https://twitter.com/codingmark/status/1364039278993444870?s=21
 

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