TheTalkingMule
Distributed Energy Enthusiast
GME shares are currently the same price as $700c 4/1. Just sayin. SELL/BUY!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
There were a few Xs that I saw, including these two. Interesting to note that they have the chrome accents / handles. One looks like it's missing a spoiler? Either way, I'm going to eat crow and assume there are zero refresh deliveries this quarter, and it looks like my expectations of 170K deliveries are unlikely.
This is kinda what I was calling out at the beginning of this week/end of last week......that as we got closer to the week of Q1 P/D numbers, there would a fear "sell off" right before the number came out. I figured it would have been on Mon or Tues of next week but I guess they're getting an early start at it. Maybe worried about any further leaks coming out over the weekend that could cause a rally.
In the past, they would routinely push down the stock the week of or the week before quarterly P/D to limit the upside of a rally off of the numbers.
In the past, they would routinely push down the stock the week of or the week before quarterly P/D to limit the upside of a rally off of the numbers.
AimStellar
Member
A lot of noise has been made about how rising yields may sound the death knell for growth stocks, but the reality is that bonds have been rallying with equities (nasdaq above) for 20+ straight years
But how do they pay? Does Tesla have to kludge together a CCS type payment interface just for those chargers, or do they have Tesla accounts?
JRP3
Hyperactive Member
2 @ 603.23. That’s it. I got taxes to pay next month.4 more @ 608.37
Tesla makes me spend more.
TSLA makes me buy more.
It is a wonderfully vicious cycle...
corduroy
Active Member
If it's like the case of Canada, it only requires 25% of charging ports to be non-proprietary.
Thus, Tesla can basically be subsidized to build out their SC network with near 0 impact to Tesla owners. Think like the government is subsidizing so that they can piggyback on Tesla's expansion. Some of the fixed costs (such as location, electrical works, some heavy electrical equipment) can be shared with Tesla instead of building one independently.
Pras
Member
ARK seems to be the target for shorties. Look at LendingClub (LC) that Cathie just bought. It suddenly fell 25% in matter of minutes. Other Cathie stocks are also being targeted. We may be under ARK targeted bear attack. Who knows.
My view on the concept of charger network sharing is that such news would be bullish as a confirmation of their battery dominance and hint that the future value of those new Tesla app accounts is more valuable than the charging network.
I still don’t understand. Does Tesla build the non-proprietary charging stations? If so, how do non-Tesla cars pay?
I suspect they’ll require the Tesla app and an account. NFC with phone/app if CHAdeMO or CCS cabling like in Canada. Hard encoded and seamless like a Tesla car if they make/sell an adapter. Then use the app to market to them while charging and during the end-of-quarter pushes.
Some of the Ark's holdings are too big for their good IMO. They hold so much of those small companies that they become major shareholders. And if the liquidity of certain particular stocks are low (volume), it doesn't take a whole lot to be manipulating SP like that.
The benefit of ARK though is that they don't need to sell unless their expectation of the company changes. Thus, any ups and downs are just short term shocks and might create buying opportunities for ARK.
That's enough chairs to open a small school - a signal in itself.
I don't do TA. I just hang out here, watch YouTube, use Tesla products, and understand Tech.
It must be a good time to buy then, right?
and....
It's Friday!
...to be followed by Monday
It's not terribly hard to add a credit card billing system to any station. And Tesla can opt something like BC Hydro is doing that you create an account, and you can get a fob mailed to you and use that fob to authenticate or use an app. Either way... no solution would be as clean as having a Tesla account attached to the car... but there are certainly a lot of options and shouldn't take Tesla engineers too long to implement one.I suspect they’ll require the Tesla app and an account. NFC with phone/app if CHAdeMO or CCS cabling like in Canada. Hard encoded and seamless like a Tesla car if they make/sell an adapter. Then use the app to market to them while charging and during the end-of-quarter pushes.
woodisgood
Optimustic Pessimist
Couldn't resist and took a nibble at Jun '22 LEAPs. Still expecting more downside but I FOMO'd.
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