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Capitulation does not typically happen on average volumes.
This looks like a buyers strike across the board in tech names.
After hours shenanigans.
View attachment 641690
Capitulation does not typically happen on average volumes.
This looks like a buyers strike across the board in tech names.
We estimate Tesla will recognize $1.1B in deferred software revenue in 2021, increasing to $1.5B in 2022, and representing material high-margin revenue for Tesla that should loosely mirror operating income contributions. To put this into perspective, GM’s operating income in 2019 was $5.4B and Ford’s was $574m. In other words, Tesla’s deferred revenue next year can account for about 20% of GM’s operating income today and 200% of Ford’s.
There’s a school of thought that argues once Tesla reaches FSD, it will recognize all deferred revenue on the balance sheet. We disagree and think that FSD is a journey, not a destination, and that there will be a deferred revenue factor into perpetuity.
Just tell her the bus route to taco bellHi guys,
I bought TSLA at $890 with all my grandparents retirement money.
I thought stock price is supposed to go up?
What am I supposed to say to my Nana?
Hi guys,
I bought TSLA at $890 with all my grandparents retirement money.
I thought stock price is supposed to go up?
What am I supposed to say to my Nana?
The answers I have seen and thought are:Who is selling and why now?
Great post.Very interesting info. I'll just play out some ideas though
I'm sure there's more. No other person than Elon would ever consider this, I'm sure he's given it some thought, even if he dismissed it.
- Mars needs its own chip making
- Many ways to achieve this
- On Earth, relying on free trade, friendly geopolitics & 4 chip makers seems risky
- Elon is adept at solving complex problems
- Tesla/Grohmann etc seem to be innovative, able to make their own machines
- Tesla manufacturing seems to be headed towards extreme space utility & automation
- Musk's companies seem to have most of the jigsaw pieces/skills needed including materials science
- Per gigafactory/country sized chip making not economic now - but could it be?
- FSD, Dojo, Neuralink, Starlink might have enough demand eventually
- A SpaceX/Tesla chipmaker might work with Tenstorrent / Jim Keller or similar - doing low volume AI specialist work that other chip makers might not want initially
- SpaceX/Tesla could decide to bulk out its production with near commodity chips
- SpaceX/Tesla could decide to launch cheap phones or other device to bulk out demand/production
- USA factories might be supported by USA government for defence reasons, paying for a lot of the setup
- Ditto EU
you are supposed to Say Nana, why are you shorting me?Hi guys,
I bought TSLA at $890 with all my grandparents retirement money.
I thought stock price is supposed to go up?
What am I supposed to say to my Nana?
Well, just remember if you are an orthosurg, keep looking for those ACL injuries out there... maybe put some jagged boulders on the slopes and wait at basecamp with your card.I was out skiing all day.
Checked my TSLA portfolio before skiing which was green and gave me positive energy.
When I logged back at the end of the day, I didn’t realize I had an open wound bleeding all day. Probably because I was wearing my red coat.
That seems somewhat ... foolish.Well... I'm going back to bed, wake me on April 1st...
Well at least you have the right moniker: you can check under the Sofie cushions!What is a triple bottom?
On another note, I’m feeling so happy I took advantage of all these OT shifts at my two jobs these last 6 months!!!! I’m emptying out my savings accounts now
Tell that lazy bum to go get a job. She probably already had her vaccine FFS.Hi guys,
I bought TSLA at $890 with all my grandparents retirement money.
I thought stock price is supposed to go up?
What am I supposed to say to my Nana?