CNBS consumed my Cathie today
https://www.cnbc.com/2021/02/23/cat...d-the-tech-trade-show-signs-of-unwinding.html
Some called it the “Cathie Wood sell-off.”
(+Past couple of days I too had been noticing all her heavy hitters were not doing well.)
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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CNBS consumed my Cathie today
https://www.cnbc.com/2021/02/23/cat...d-the-tech-trade-show-signs-of-unwinding.html
Some called it the “Cathie Wood sell-off.”
(+Past couple of days I too had been noticing all her heavy hitters were not doing well.)
It strikes me that cramer as a TV personality has been popular for a long time. I would be curious to see his analyst but I think his following is starting to age out and people are starting to transition to a new style of investing and personality and cathie is basically the biggest name in that new culture.
TL;DR He's realizing he's the definition of OK Boomer and panicking
edit: I realize they are the same age. I think my statement still holds true.
I noticed this with SPOT I think it was last couple weeks. Like ARK bought, then the stock took a beating. Their high flyers might be under attack, TSLA one of them.CNBS consumed my Cathie today
https://www.cnbc.com/2021/02/23/cat...d-the-tech-trade-show-signs-of-unwinding.html
Some called it the “Cathie Wood sell-off.”
(+Past couple of days I too had been noticing all her heavy hitters were not doing well.)
I might add I saw them buy TSLA like crazy on Fri (correction, Monday).
Artful Dodger
"Neko no me"
Yup, 3x macros (NASDAQ-100) over those 10 min, and while the (useless SEC joke) 'Uptrick Rule' is in effect. Naked shorting is responsible. You are all witnesses.
#BEARNAKED
Joe F
Disruption is hard.
CNBC citing TSLA gains more due to recent memes (?) on WSB suggesting a pending buy on TSLA, further suggesting a move up tomorrow. AH moving now on that "news" perhaps...
That is not new information, I remember learning about it a couple of months ago, can't remember where.
Joe F
Disruption is hard.
Thanks for the suggestion. Local store has 4 1L bottles; Will have to get one tomorrow.
"Spatola" Vermouth. Damn "error" correction!
Congrats on the upgrade! Tempting, but my 2016 refresh S90D does all I need to to do for now. Waiting for the tri-motor Cybertruck. I'd like the new Roadster, but ingress and egress problems would kill me.
you are another role model on the forum in my opinion
Been out all day; did I miss anything?
Up .2%. Not bad
Up .2%. Not bad
asburgers
Sell order in at $8008.5
I checked wsb for you guys so you didn't have to. Didn't see much about TSLA on there. If you guys want this to rocket to moon, yall gonna have to up your sea shanty game.
asburgers
Sell order in at $8008.5
This is the way. I wish I would have gotten into a barfight and knocked into a one day coma. Would have saved me a pretty penny unnecessarily closing out some positions.
ByeByeJohnny
Active Member
I obviously meant an hour into the after market.
Watching the trolls retreat is going to be gratifying
Any Model S/X that are being produced are probably being put on car carriers and shipped to the East Coast.
We haven't seen any Model S/X on carriers and flyovers don't show many S/X at Fremont,.
In both cases, S/X can get lost in the crowd of higher volume Model 3/Y production especially if Model S/X get priority on car carriers, which means they will not hang around long at Fremont.
IMO if production is going well, we might see some deliveries anytime between now and the first week of March.
If production is going badly, we might not see deliveries until Mid-march.
Well or badly are probably just our expectations, I don't think Tesla gave a detailed timeline, and if there are delays, parts could be one issue.
You are right about the Model S/X event, again Elon didn't provide a timeline, but most of us expected it would happen soon.
If Model S/X deliveries are lower Q1 we know critics will jump all over it. We know Gordo will claim demand issues, and some will point to higher Taycan / Etron sales.
We also know that like Fremont Model 3/Y deliveries will dwarf Model S/X especially for Q1, in fact there is a good chance Model 3/Y can pick up the slack and cancel out in drop off in Model S/X deliveries.
For example 800 MIC Model 3s arrived in Australia yesterday, I think that is the biggest shipment that has landed in this country. Timing in terms of delivering those Model 3s before the end of quarter, is excellent. Every quarter Tesla manages to deliver most of production, and maintain low inventory levels, with good margins.
There is a good chance Model S/X deliveries will be back to normal by the end of Q2, but Gordo will find another talking point.
They will be back. They always come back.
BTW, they would tell you 'mission accomplished'. Hard to argue with the action the past week.
Despite the S/X hiccups, even if they don't deliver any in Q1, I still think Q1 can beat Q4 in terms of total P/D. In fact, I think it would be viewed pretty favorably if Tesla beat Q4 P/D with only 3/Y.
Giga 3 has to execute very well though for it to happen.
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don't be surprised if cars are being produced in limited numbers in Austin in June
corduroy
Active Member
Congrats to everyone who caught the mother of all MMDs this morning, My finger was hovering over the buy button in the sub 630 range but for some reason I didn't pull the trigger. Now drinking a FOMO flavored beer.
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