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

[jeewee3000]

I am a long-term TSLA investor. I am only expressing my thoughts in short-term (Next couple of months).
I do not understand how anyone can view my posts as "trying to spread fear". I am drawing a reasonable conclusion that there needs to be a major catalyst before a run-up can start. With no major ones in short-term, it is unlikely we will trade in the 800-levels again for a couple of months.

My thoughts on your catalysts:
- The market will not believe this is possible until AFTER a good earnings call. I doubt Q1 will impress the market, as this is normally bad quarter for Tesla.
- This is not even worth talking about. You have your own thoughts on matter and I have mine. I do not think L5 is coming this year.
- The news about India factory already outed and priced-in.
- Will not change market's opinions about Tesla's forecast until good earnings call.
- What makes you think Model 2 will be announced in coming 2 months?
- I do not think this will impress markets. Ark's PT for 2024 is already far above current price. If current target is under current price and revised target is higher then that would work.
- Having enough money to ride out a crisis is not a catalyst.
- This will only be evident after earnings call, which will not come in next 2 months.

Nobody was ever able to predict when a certain catalyst will happen. The most informed Tesla investors could sometimes assume something but we were never sure.

As @Papafox has noticed many times over on his (excellent) daily thread: when Tesla starts going up, it often goes up fast, very fast, and without ANY notice.

With your reasoning you should sell half of your holdings and only reinvesting when you expect for the next catalyst to arrive. Try it and then report back how it went. Good luck /s.

 

[Big Time]

Over 700

 

[joh01652]

I subscribe to Bloomberg and get daily morning emails. This morning's green energy brief has a truncated interview between Bloomberg Green and first-ever White House National Climate Advisor, Gina McCarthy (who also led the EPA under Obama). I'm going to share a few interesting points:

-Biden's climate agenda "includes a carbon-free grid by 2035 and a net-zero economy by 2050."

-McCarthy says: "One of the most important things is our ability to procure products and services in a way that’s going to jumpstart a clean energy economy and send the kind of market-based signals where the private sector will say, 'Aha, so we have lots of electric vehicles being purchased by the United States of America – thousands of them that they might buy every year.' We are also just not manufacturing at the levels we need. We are ceding the economy of the future to China and other countries — which is why President Biden issued a Buy America policy as well."

-When asked about last week's Texas grid fiasco, McCarthy says: "What happened in Texas was not a failure of renewable energy — just the opposite. It was the fact that they had not invested in their own systems of refineries and they did not have a grid that connected Texas with other states in a way that other states are aligned together. So it made the response much more difficult. So we all have to think differently about electricity. Everything eventually has to be electrified. And so we need to have a grid system that actually allows that to be seamless. Renewable energy is cheaper, so it doesn’t matter if you’re in a Democratic state or a Republican state, it's essential for a clean, healthy and productive future."

-When asked about what needs to be accomplished during the next four years, McCarthy says: "A lot of it is about sending strong signals to our economy. Right now we are developing a Nationally Determined Contribution, which is our way of returning to the Paris Agreement and saying what we intend to achieve for greenhouse gas reductions by 2030. And we’ll be able to underpin it. We will have actions for sectors like transportation and energy and a plan for how our investments and standards are going to push that forward. We’ll have opportunities to work with states and cities to get their take on what should happen beyond the federal government. And we’re going to stand together and make the United States a proud country again."

I don't need to spell out for you all how well this bodes for Tesla. Tesla will ride this new green industrial revolution wave well into the future--the whole world is moving towards a carbon-neutral, renewable economy based on electrified everything--anyone who is not buying Tesla at these prices is retarded.

Oh, also, here's a REAL PROBLEM for GM: 2022 Chevy Bolts drive deep '20-'21 model discounts toward $20K - Electrek
Ouch

 

[MTL_HABS1909]

We’re gonna go green LOL

Edit: I jinxed it. Sorry.

 

[asburgers]

Don't shun me, guys. I picked up some more PLTR, ARKK, and ARKG, when it was down instead of TSLA (it's already at max on my port allocation).

 

[Nocturnal]

Now for some real news about the company. Can anyone say Robotaxi?

 

[Kenypowa]

So this is what a shakedown feels like.

 

[Ipe]

slightly OT but I looked into ARK but it seems I am unable to buy out of the EU. Shame.

Still waiting for my Lynx account to come live (they sell ARK options in EU). Would’ve loved to buy som ARKG today

 

[goinfraftw]

In the last month TSLA lost 31% (now gained some of that back) from $900 on effectively no news. What little news there has been is mostly positive. MIC Model 3 had sales of 15k in China and exports or 10k, Berlin continuing to get permits, roadrunner ahead of schedule, Austin ahead of schedule.

Edit: so if it could loose so much on no news then it could gain the 42% to get back to 900 on no news.

Personally, I think its trickle down effects of this EV transition and the feedback loop, in the stock, back from its effects on the viability of the entire existing industry.

Tesla Is Making It Hard For Other Car Companies To Compete | Torque News

Also, Bitcoin investment - as the days pass, to me, it seems like a hedge for the stock:

https://www.cnbc.com/2021/02/23/tesla-and-bitcoins-value-are-now-linked-analyst-warns.html

 

[Mengy]

GB played it perfectly!

This makes me mad.

Because I didn't time it perfectly.


Ah well, luckily I'm comfortable with my long term holding of TSLA, riding the waves can be fun too!

 

[cdswm3]

So this is what a shakedown feels like.

That's just a tremor.

 

[ReddyLeaf]

So this is what a shakedown feels like.

>32M just bought at 695. Hmmm, why is that number familiar? Calling @Artful Dodger
Edit: Everything is upside down. The 10:30 MMD is now a MMP.

Edit: ok, I swear I saw that trade volume. Now, there’s no big 32M volume trade. Glitch in the matrix?

 

[BlackS]

Isn't 'being long again' similar to 'giving up smoking forever again'?

Only this time, he means it!

 

[amolina]

Hard for me to swallow that big benchmarks would not be buying below 695. Remember boys and girls, if they get any little extra before 695, they can beat the market. Now apply game theory to so many benchmark funds and it is easy to see that TSLA cannot spend too much time below 695

Imagine a big umbrella that opened up at 695 , would you really bother to open up your small umbrella below 695??

There you go boys and girls. As soon as Fed said they are not raising the rates, BOOOM it goes back straight to 695 and more. There are many funds which did not get to get in at 695 at the time of SnP inclusion. Now they did. Great stuff

 

[Yuri_G]

>32M just bought at 695. Hmmm, why is that number familiar? Calling @Artful Dodger
Edit: Everything is upside down. The 10:30 MMD is now a MMP.

That's some serious support!

Edit: Gone now

 

[elasalle]

Holy Mackarel. Just got a chance to look after 1 hour
Seems everyone finally figured out GF Austin is no longer covered in snow

 

[asburgers]

So this is what a shakedown feels like.

I feel like some beefcake gave me a bad wedgie.

 

[coolmanfever]

BUY BUY BUY everyone!! lets all push TSLA back to 900 . Maybe tesla motor club will be the wall street bet for TSLA

 

[TheTalkingMule]

Rotation over.

 

[TheTalkingMule]

BUY BUY BUY everyone!! lets all push TSLA back to 900 . Maybe tesla motor club will be the wall street bet for TSLA

This has lost its charm. Can we ban these people now?

Also......please hold for your MMD.