Well.. I suppose it were just ~500k shares triggered at stop-loss-level of $600 ..
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
tesla is going to make Apple’s car.
tesla is taking over Apple.
(Noooo, not THAT big)
LiveLong&Profit
Member
Really ... when are we not?Probably the latter. Look sharp everyone, they’re descending upon us. Be your best selves.
Paracelsus
Member
I believe the phrase more commonly used by the Mormon Church is "and so it came to pass".............................as in "and so it came to pass that Tesla became the most valuable company in the world, and our December investments in TSLA went forth and multiplied!"
It might not be the most elegant. But from Canadian example, it seems that SC (with Tesla connector) are separated from the stalls with Combo/ChadeMO chargers. Thus, the only thing for Tesla is to maintain that portion of it.
And think it from another perspective... if there were 100x of Chademo/CCS stations than SC, how would SC be even relevant? Most Tesla owners would just create accounts for those fast chargers and get whatever adapter it's necessary. Thus, this move (that Tesla is open to the idea of opening up SC in any way) is good in the grand scheme of things. We get more SC as there can be (due to subsidy), our access doesn't change a whole lot and it opens a way for Tesla to fully monetize on its SC program.
Lycanthrope
S3XY old dude
Troy's latest Q1 and 2021 is below consensus, as of today. If markets are reacting to a guy on Twitter, then god f****g help us!
corduroy
Member
And, SN11 launch is scrubbed. Is it happy hour yet?
Lycanthrope
S3XY old dude
Thankfully, EOQ, so no ships on da canal, but imagine the spasms if it had been otherwise...
Well.. I suppose it were just ~500k shares triggered at stop-loss-level of $600 ..
Indeed, a boatload of weak longs may have been expunged at that limit. Now they have the cash to buy back at higher prices.
I think it's time to strike Max Pain from our library of fundamental indicators.
172k is still higher than consensus. But I guess due to the error of + - 2%, bunch of people didn't want to gamble. Also we may have some sellers disappointed at no leaked email today, which some were probably playing the game yesterday which made Tsla greener than Nasdaq.
Perhaps Elon replaced the leaked email with the secret call this Q.
TSLA decoupled from NIO during this last hour and refused to follow....well, everyone, including other superstars of growth in green energy....sharply upwards. Probably the most interesting development of the day to me. That may need to be unwound on Monday.
Based on what I'm getting, Troy is in for a surprise for 2021 numbers as he's way off.
And you are basing your estimates on what exactly?
mrdoubleb
Supporting Member
What do you mean? Did WS consensus numbers go up? Troy didn't release an update since the 16th.
LiveLong&Profit
Member
Think of eminent domain backed by the the federal government via a special bill for getting hold of land quickly - and doing zoning and permission at record speed. As others have noted Tesla executes very fast, but getting land, permitting and power are the things that slow Tesla down. Maybe 2 or all 3 of those will be solved by a massive new infrastructure bill.Opening the SC network to others....
- I don’t think this is beyond speculation yet, but I will play...after all it’s a healthy discussion
- As a greedy shareholder, I don’t always agree to the mission with Elon’s conviction
- I feel that the SC network is a substantial advantage to Tesla that is often under appreciated...I don’t want to lose this for Tesla and sales
- SC buildout has cost Tesla and shareholders valuable capital over the years, it’s hard for me to even imagine adequate compensation to be justified IMO
- I would LOVE for someone to share some basic math behind a typical SC and ROI. I think Tesla subsidizes SCs because the amount charged doesn’t even/barely covers the local electricity fees. What about initial capital and maintenance?
- As a Tesla owner, if I roll up to a SC without an open stall and VW or ? are occupying stalls, charging at an inferior (slow) rate....
- I *LOVE* SC network and don’t want to screw the experience up. Not sure how to open it up without compromising the experience I so enjoy. For some reason I am too emotional about this topic!
Think of all the money that will be supplied if this really is a key goal. Not a huge concern for Tesla, but it will motivate other players (landlords, electrical companies, etc.) to move really fast - and not slow Tesla down.
So, given that the number of locations and stalls can quickly get larger, maybe double, there will be a lot of chargers left for you. You shouldn't have to queue a lot more than today. Though, ramping is notoriously bumpy...
I find it very likely that Tesla will increase V3 and V4 rollout to sort of compensate Tesla owners.
With V4 a new Tesla should be able to charge at around ½ the time of today, especially when doing top-of or boost charges (less than 50% full)
Nocturnal
Supporting Member
The latest rumor that Tesla is aiming for 1 million vehicles this year is not surprising. When Elon answered the question it really seemed like his "in that ballpark" comment suggested that 800k was too low. 1 million has been my assumption regarding their internal goal in 2021.
Most valuable company in the world this year? Hard to imagine but I think there is a chance. Elon is often very optimistic, but Tesla must believe that FSD is pretty darn advanced if they are even considering releasing it to a wide audience in the next month or so.
Most valuable company in the world this year? Hard to imagine but I think there is a chance. Elon is often very optimistic, but Tesla must believe that FSD is pretty darn advanced if they are even considering releasing it to a wide audience in the next month or so.
I had another buy order in for $600 but it didn't execute.....the little guy loses againIndeed, a boatload of weak longs may have been expunged at that limit. Now they have the cash to buy back at higher prices.
JRP3
Hyperactive Member
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