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

[Big Time]

Got my box of tissues(pronounced Titthews) ready but hoping for the best

 

[2daMoon]

Okay, I'm watching the Tesla SP and the SpaceX SN10 Launch stream and neither one is doing anything.

So Boring.

 

[Curt Renz]

MarketWatch - 12 minutes ago: Tesla stock price target more than doubled at UBS, as long-time skeptic sees EV leader ‘winning’ in software

Excerpt:

A long-time skeptic on Tesla Inc. ‘s stock, UBS analyst Patrick Hummel, has more than doubled his stock price target, saying the narrative is no longer about the company’s leadership in electric vehicles, it’s about “winning” in software.

Hummel raised his price target to $730 from $325, while keeping his rating at neutral. His new target has swung to be 20% above the average target of the 34 analysts surveyed by FactSet — $608.58 — from being 46% below it.

He has been neutral on Tesla since March 2020, after being at sell or not rated since at least December 2017.

 

[Right_Said_Fred]

I know another one, that will be staggering if you do the calculation.
Just think about the TSLA shares that Daimler had and for what amount of money they have sold them.
Then calculate what these shares would be worth now and compare that with the overall value of Daimler at this moment.
I made the calculation some time ago, but cannot find my post on the Belgium&The Netherlands thread anymore...
If I can find the time I will try to have a go at it again, but probably somebody here will be able to beat me to it.
Anyway... the amount of 'missed money' for Daimler is incredible. Talking about an expensive corporate mistake.

If this article from last summer is still valid and you calcute forward to today's valuation, Daimler would be sitting on shares worth $17.5 billion.

 

[traxila]

Tesla FSD Beta’s public rollout gets an expected release date

As per EM tweet 2Q looks possible. Well, he was a bit more optimistic, but yeah possible.

 

[JohnnyEnglish]

Hadn't seen this posted here yet: https://twitter.com/wholemarsblog/status/1367078795044249612?s=21

Waymo and FSD direct comparison. Both given the same destination, both completing the route without disengagement. Interesting thing is that FSD makes it to the grocery store 3 minutes faster than Waymo because it takes a more complicated left turn at the beginning of the route, which Waymo avoided with many right turns.

Fortune favours the bold.

 

[asburgers]

Here we go with the treasuries rising again. Back to napping.

 

[HG Wells]

Nice relationship between Nasdaq and Tsla today
Nasdaq - 0.8% Tsla + 0.2%

 

[phantasms]

How is TSLA not down 3x on QQQ? Some kind of miracle. It appears not to be getting beaten down. I presume when, and if, the macros turn around TSLA will launch.

 

[MTL_HABS1909]

How is TSLA not down 3x on QQQ? Some kind of miracle. It appears not to be getting beaten down. I presume when, and if, the macros turn around TSLA will launch.

 

[Drezil]

Okay, I'm watching the Tesla SP and the SpaceX SN10 Launch stream and neither one is doing anything.

So Boring.

As long as they both launch at the same time i would be fine with it ..

But i only want to have SN10 come down again

 

[Big Time]

I’m sorry but wtf is Tesla doing......?

I like it, so far, but don’t understand

 

[phantasms]

I’m sorry but wtf is Tesla doing......?

I like it, so far, but don’t understand

I guess if you throw enough upgrades at it something eventually happens.

 

[Drezil]

How is TSLA not down 3x on QQQ? Some kind of miracle. It appears not to be getting beaten down. I presume when, and if, the macros turn around TSLA will launch.

Might have to do with the number of 700 puts *some* people sold expiring friday/next friday & especially at monthly in 2 weeks friday ..

Maybe they don't want to get it outside of manipulation-range (i.e. >680)?

 

[StarFoxisDown!]

I’m sorry but wtf is Tesla doing......?

I like it, so far, but don’t understand

who would have thunk a long time bear analyst would more than double their PT.....I’ll take it however we can get it right now

 

[Curt Renz]

Here we go with the treasuries rising again. Back to napping.

Just to clarify: Treasury debt instrument prices moved down this morning, which implies that their interest rates moved up.

 

[Singuy]

Just to clarify: Treasury debt instrument prices moved down this morning, which implies that their interest rates moved up.

It's getting to a point that we are hoping for poor gdp and job growth so yield can tank.

 

[Unpilot]

Mother Trucker!

 

[StealthP3D]

If this article from last summer is still valid and you calcute forward to today's valuation, Daimler would be sitting on shares worth $17.5 billion.

Not bad for a $50 million investment! Had they not sold far, far too early, probably because they figured it was overvalued.

Had they held tight, every $3000 invested would now be worth $1,050,000.

Some will say it doesn't matter, they made a good profit on their investment, it's all good. I couldn't disagree more . A short-sighted decision is still a short-sighted decision.

 

[TheTalkingMule]

Could not be better news for Tesla Energy this morning(paywalled, and please ignore the clickbait headline)....

Jigar Shah to Run U.S. Energy Office That Backed Tesla, Solyndra

As head of the agency’s loan programs office, Shah will oversee more than $40 billion in loan authority available to support clean energy projects. His selection underscores President Joe Biden’s commitment to bringing climate to the fore. The entrepreneur is a longtime champion of clean power at entities including SunEdison Inc. and Generate, which builds, owns, operates and finances sustainable-energy projects.

“We really need to be deploying technologies at speed and scale,” Shah said. “That’s where the loan programs office can provide a bridge.”