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

[Artful Dodger]

That's just crazy talk.

Who would want to subject themselves to the tormenting regret of realizing how much that chair sale, therefore the Plaid, would cost over time?

Do you really want to be driving a million dollar Model S Plaid?

Instead, use margin to buy it.

Hah! Better than driving a $1.3M hybrid porch.

Cheers!

 

[Unpilot]

I am so close to another rage buy!

 

[lafrisbee]

I don’t get the point. Seems like a meaningless metric to me. Like a record for longest balsa glider flight from top of Everest with a massive tailwind. What does it prove? Remember, I’m not too bright so it might beyond my feeble ability to understand higher level concepts.

Ford Mustang Mach-E sets Guinness World Record for EV efficiency — TESLARATI

The Ford Mustang Mach-E recently achieved a noteworthy milestone. Following an 840-mile trip in Great Britain that required only two short charging stops, the all-electric performance crossover was able to set the Guinness World Record for EV efficiency with an impressive average of 6.54 miles...

apple.news

you actually provided the exact wording to counter your logic...
People (The Buying Public) will NOT get the point. They will hear the "record" and it will be misinterpreted or become a worthy fact in their minds. Some will take that "record" and interpret it as , "I knew Tesla wasn't as good as a real car manufacturer. I am going to buy an electric car made by the car company I have always bought from."
And that is how PR/advertising works. They mind-screw the population to create falsehoods so they can sell something they are not.

 

[M|S|M MYP]

I am so close to another rage buy!

Do it! Rage buy more if it goes down further!! Note to self: Do not listen to your own advice

 

[goinfraftw]

$666 sure is popular with someone................. or something.

669 and 696 too

 

[EVMeister]

I am so close to another rage buy!

Judging from the stock price after you posted, you've been rage buying good!

 

[redan]

I wonder how many are earmarked already to Tesla:

Tesla battery partner LG Chem to invest $5B to produce EV battery materials

LG Chem plans to invest 6 trillion KRW ($5 billion) to produce EV battery materials for separators, cathodes, anodes, and other key elements. On Wednesday, LG Chem’s CEO Hak Cheol announced the company’s plans to grow into the world’s largest comprehensive battery materials producer. The EV...

www.teslarati.com

 

[Curt Renz]

InsideEVs - 7 minutes ago: Tesla Model Y LR Appears To Be Sold Out For Q3 2021

Excerpt:

The estimated delivery time of Tesla Model Y Long Range version in the U.S. (new orders) once again increased - this time to October, according to Tesla's online design studio.

It indicates that the company already sold out all the Model Y Long Range that will be produced in the third quarter of this year and maintained demand momentum (a month ago, the delivery time was September).

 

[Artful Dodger]

I am so close to another rage buy!

The experimental "C-P Brkpt" (computed from 7a.m. Max-Pain OI data) indicates that today MMs will want a SP somewhere btwn $665-$670.

Yesterday at 7 am, "C-P Brkpt" analysis predicted ~$667 (MMs 'pounched' on the 8:30 a.m. inflation report to move the SP -4% against the NDX macros: "Gasoline $ is UP!" )

There were >1.05M open contracts this morning that expire in 2 days. That's a lot of open interest, meaning MMs will be highly motivated to control Friday's Close.

Cheers!

 

[Paracelsus]

The most reliable indicator of a near-term TSLA share price pop for us over the years has been a call from our broker prior to TSLA earnings in which the conversation eventually comes around to a recommendation that we diversify more instead of hold such a high percentage of TSLA. Over the years I have connected the dots and come to believe that those calls happen when Big Money is looking for more TSLA shares in the short term. FYI we got that same call yesterday, with only a single digit number of trading days till the Q2 earnings call. The Big Shorts could be hurting. With all that has been posted by @The Accountant and James Stephenson regarding this upcoming event, we were not at all surprised. In fact we were actually a bit disappointed as our couch is empty at the moment

 

[M|S|M MYP]

InsideEVs - 7 minutes ago: Tesla Model Y LR Appears To Be Sold Out For Q3 2021

Excerpt:

The estimated delivery time of Tesla Model Y Long Range version in the U.S. (new orders) once again increased - this time to October, according to Tesla's online design studio.

It indicates that the company already sold out all the Model Y Long Range that will be produced in the third quarter of this year and maintained demand momentum (a month ago, the delivery time was September).

I can confirm that my buddy who ordered a LR Y yesterday got a delivery date for October....NO DEMAND!

 

[Mengy]

I can confirm that my buddy who ordered a LR Y yesterday got a delivery date for October....NO DEMAND!

You know, I'm planning on ordering my Model Y early 2022 after Austin is producing them. If the backlog keeps pushing out like this I may need to order it THIS year just so I can get it by early next year!!!

 

[Nocturnal]

You know, I'm planning on ordering my Model Y early 2022 after Austin is producing them. If the backlog keeps pushing out like this I may need to order it THIS year just so I can get it by early next year!!!

Now imagine what happens if we get a $7500-$10k EV credit.

 

[Artful Dodger]

Now imagine what happens if we get a $7500-$10k EV credit.

Not too hard to imagine the effect: only buyers with $10K of Federal income taxes owing will take delivery in 2021 H2.

Everyone with less will wait until Jan 1st, 2022 (when the tax credit converts to an instant rebate).

But, come on Texas! We gonna need dem 'Y's, y'all!

Cheers!

 

[EVDRVN]

Now imagine what happens if we get a $7500-$10k EV credit.

Unless they raise the price $11K by then

 

[Artful Dodger]

Unless they raise the price $11K by then

Lol, well at least its STILL cheaper than a used Tesla...

Could A Tesla Really Be An Appreciating Asset? (Feb 21, 2020)

Cheers!

 

[jhm]

If you don't like camping out at $670 for a while, buy a couple of shares. Let that be your protest.

My limit order got filled at $670 yesterday. I've got another on ready to snag a few more shares at $660.

Best of luck, y'all.

 

[GOVA]

I think it is fair to assume that many new Tesla buyers do expect the EV Rebate to happen soon.
Now, based on the MY delivery times thread, there are plenty of folks who ordered in May with delivery dates set up for August.

This will only get worse in terms of wait time until MY gets produced in TX. The wait time will be long until then.

 

[madodel]

Now imagine what happens if we get a $7500-$10k EV credit.

Perhaps Berlin will have to export to the US. Can the Germans ramp fast enough to help with the demand? Hopefully the next 1 or 2 GF locations are announced at earnings.

 

[jhm]

Not too hard to imagine the effect: only buyers with $10K of Federal income taxes owing will take delivery in 2021 H2.

Everyone with less will wait until Jan 1st, 2022 (when the tax credit converts to an instant rebate).

But, come on Texas! We gonna need dem 'Y's, y'all!

Cheers!

I suppose Tesla could offer a pre-tax credit discount to US buyer taking delivery prior to Jan 1.