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

[Curt Renz]

Bloomberg - early this morning: Musk says may build plant in Russia

Excerpt:

“I think we’re close to establishing a Tesla presence in Russia, and I think that would be great,” Musk said Friday. “Over time, we will look to have factories in other parts of the world, potentially Russia at some point.”

 

[dww12]

What would the plan be with these? This seems to be a lot more than making sure it works and sending some off for verification. They are piling up at Fremont too. Are the Freemont ones just the rear?

https://twitter.com/x/status/1395768918132858884

 

[traxila]

Sold out in under 4 minutes.

But I am subscribed!...

Get emails all the time!

Never got the email. I am sad.

 

[Curt Renz]

Downgrade from BofA

https://twitter.com/x/status/1395691208656162820

In the language of finance, lowering a price target while keeping a rating unchanged is not called a "downgrade". In this case the rating was kept at Neutral, while the price target was lowered to a level still well above the current price.

 

[viridi]

Pretty dramatic capping/spoofing as TSLA approaches certain round numbers thus far today (targets have been $586 a bit earlier and now $584). The sell orders that have been put in and pulled have been either 1,500 or 2,000 shares. The sell orders are sometimes exactly at the round numbers, other times just below. Macros not helping right now either.

 

[Nocturnal]

People who think the Economy is headed for trouble are nuts. Try making a large purchase and then tell me we aren't on the verge of a huge boom. I would be surprised if the Tesla order backlog doesn't steadily increase all year.

Also - Dear Ford, I don't need your truck thanks.

 

[WattsHappening]

Pretty dramatic capping/spoofing as TSLA approaches certain round numbers thus far today (targets have been $586 a bit earlier and now $584). The sell orders that have been put in and pulled have been either 1,500 or 2,000 shares. The sell orders are sometimes exactly at the round numbers, other times just below. Macros not helping right now either.

We're not going to break through MMs manipulations with these mediocre volumes. My guess is SP flounders until potentially running up to and past the refresh S delivery event.

 

[tschmidty]

But I am subscribed!...

Get emails all the time!

Never got the email. I am sad.

Lol, I just got the email. Also have the sads.

 

[Curt Renz]

Pretty dramatic capping/spoofing as TSLA approaches certain round numbers thus far today (targets have been $586 a bit earlier and now $584). The sell orders that have been put in and pulled have been either 1,500 or 2,000 shares. The sell orders are sometimes exactly at the round numbers, other times just below. Macros not helping right now either.

Today is a monthly options expiration day, thus implying more options interest than an ordinary Friday, but less than a quarterly (Triple Witching) expiration. A cursory survey indicates that $590 might be the most profitable target for big options writers with the ability to manipulate the share price. This nearly coincides with the current 200-day SMA (simple moving average) of $591.

 

[UkNorthampton]

What would the plan be with these? This seems to be a lot more than making sure it works and sending some off for verification. They are piling up at Fremont too. Are the Freemont ones just the rear?

https://twitter.com/x/status/1395768918132858884

Front or rear?

 

[Don TLR]

People who think the Economy is headed for trouble are nuts. Try making a large purchase and then tell me we aren't on the verge of a huge boom. I would be surprised if the Tesla order backlog doesn't steadily increase all year.

Also - Dear Ford, I don't need your truck thanks. View attachment 664648

Nice, but I think you’ll have to wait until the Cybertruck gets delivered to haul that boat trailer in the back

 

[dww12]

Front or rear?

I thought Texas only had one press going and it was only the front (per announcement photo last week). I also though Fremont only had the rear. Asking because I don’t know. Seems there would be a good reason to 1. add a tent to Fremont 2. start pileing up rear castings 3. start pileing up front castings and shipping them off from Texas.

 

[CorneliusXX]

The demand will not level off for a decade, probably more.

I’m just thinking how Tesla can make everything seamless, from ordering to monthly payments straight from your Tesla account. Insurance also.

It’s not only about the demand, it’s also about all that cash that will keep pilling in Tesla coffers. But probably Master of Coin already has the plans done for this.

Thanks for the replies!

I also agree that additional lending could be a good idea to streamline the product offering. I'd prefer for them to just remain a finance company at the moment though as banks have a heavy regulatory overhead which would be another distraction for Elon. The only downside of not becoming a bank (as opposed to finance company) is that they can't take deposits, but Tesla has plenty of cash and there's plenty of investor appetite for tesla bonds/securitisations.

 

[H Mak]

Interesting thread from Pierre Ferragu. TL;DR - Tesla is a golden goose

https://twitter.com/x/status/1395756279705088002

Thanks for posting. Compelling stuff. It's kind of what most of us on here already feel, but with numbers. Now following him.

 

[Thumper]

There is a lot of engineering talent in the English Midlands being wasted on F1. F1 is a dead-end business just like the rest of the petroleum business. I expect it to die suddenly as ICE makers pull their support for racing because they need the money for core business in an effort to survive. Smart engineers in F1 should be looking for new opportunities now. If Tesla builds a factory that allows those engineers to earn a great living while doing rewarding and challenging work without relocating it should be appealing to them.

 

[M|S|M MYP]

$TSLA owners be like:

 

[Beltsbear]

People who think the Economy is headed for trouble are nuts. Try making a large purchase and then tell me we aren't on the verge of a huge boom. I would be surprised if the Tesla order backlog doesn't steadily increase all year.

Also - Dear Ford, I don't need your truck thanks. View attachment 664648

Your solution has a longer bed too.

 

[DarkandStormy]

We're not going to break through MMs manipulations with these mediocre volumes. My guess is SP flounders until potentially running up to and past the refresh S delivery event.

A delivery event for a car that is ~5 months late and which the CEO said on an Earnings Call was "in production" in January is worthy of a stock price catalyst?

 

[Artful Dodger]

Tesla installs its first made-in-China V3 Superchargers

A Tesla V3 Supercharger station went online on 520 day in China recently. Tesla Giga Shanghai produced all the V3 Superchargers in the new station. May 20 is a special day in China because its abbreviation “520” translates to a phrase similar to “I Love You” in Mandarin. So 520 is like another...

www.teslarati.com

"Tesla China invited owners to visit the new Supercharger station. Based on some pictures shared by the Tesla Supercharger team, there was an event to celebrate the installation of Giga Shanghai’s V3 Superchargers on 520 day. It seems like some attendees received gifts at the event, along with some delectable sweet treats.​

​

"The Tesla Supercharger team has been hard at work installing Superchargers stalls and building stations throughout China. Last month, the team brought the Tesla Supercharger Network to the base camp of Mount Everest."​

 

[Drezil]

$TSLA owners be like:

View attachment 664661

my portfolio is in this picture & i do not like it!