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

[MABMAB]

Don't try to understand the action. If you are a short term player and having some pain , shame on you for playing so close to the fire. If you are an investor, just chill, the numbers validate your opinions and investments. Let the market sort the price out. Wait a week, or two. Step back from the market and live a little.

 

[Krugerrand]

1.45 EPS (non-gaap), am I reading this correct?

Just proved the point: it truly is hard to believe even when it’s written down and right in front of one’s eyes.

 

[Unpilot]

I suspect that MM and Hedge Funds are trying to scare investors by throwing a lot of virtual shares at them.

I am only seeing 1.1 Million after hours shares so far.

 

[DarkandStormy]

Semi launched pushed to 2022. Good reporting, Fred.

 

[gene]

Don't try to understand the action. If you are a short term player and having some pain , shame on you for playing so close to the fire. If you are an investor, just chill, the numbers validate your opinions and investments. Let the market sort the price out. Wait a week, or two. Step back from the market and live a little.

I've been holding since 2013. I still cannot help but watch numbers by the minute!

 

[ZachF]

Tesla's debt is now under $8 billion...

It's big-ICE OEM competitors are $100b+

 

[Unpilot]

The SP is going up....game set and match...this week and next week ...and the week after.

 

[M|S|M MYP]

Don't try to understand the action. If you are a short term player and having some pain , shame on you for playing so close to the fire. If you are an investor, just chill, the numbers validate your opinions and investments. Let the market sort the price out. Wait a week, or two. Step back from the market and live a little.

A week or two...you mean a decade or two ... These numbers just validate how well Tesla is executing.... Super bullish going forward for the next 10 years!

 

[Tslynk67]

Most people outside this forum do not understand any of this.

Not to mention some of us inside...

 

[M|S|M MYP]

The SP is going up....game set and match...this week and next week ...and the week after.

Let's hope so.....MM's have a funny way of pulling the rug under unsuspecting short term players.

 

[Krugerrand]

Baby's getting closer:

"
We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y."

OMG!! So unbelievably happy I get to say to all those who disagreed and argued otherwise about Model Y first out of Austin:

I TOLD YOU SO!

 

[Nocturnal]

Can't understand why the stock is not over $700 after hours.

Non-GAAP EPS at $1.45
Gross Margins 24.1%
Operating Margin 11%
Free Cash Flow at $619m

These numbers are incredible.

IIRC, TSLA likes to fizzle after big numbers and then run hard a few days later.

 

[Krugerrand]

These numbers are outstanding and a clear “beat”. Can someone explain AH SP!?

Nope. It’s not something that can be explained, like ever.

 

[JustMe]

I've been holding since 2013. I still cannot help but watch numbers by the minute!

That’s a sign of true love

 

[Krugerrand]

Can't understand why the stock is not over $700 after hours.

Non-GAAP EPS at $1.45
Gross Margins 24.1%
Operating Margin 11%
Free Cash Flow at $619m

These numbers are incredible.

‘They’ need time to digest the numbers. (Read, they need time to unwind their current bet against TSLA positions and then need more time to buy the bet for TSLA positions)

 

[The Accountant]

The huge improvement in Margins and the tremendous Free Cash Flow generated in Q2 now causes every analyst to re-do Q3, Q4 and 2022, 2023, etc. in turn increasing valuations
We should see new increased Price Targets from wall street.

 

[M|S|M MYP]

OMG!! So unbelievably happy I get to say to all those who disagreed and argued otherwise about Model Y first out of Austin:

I TOLD YOU SO!

Sill coming to get your chairs......

 

[Unpilot]

Sill coming to get your chairs......

Get in line

 

[Mengy]

Battery and Powertrain We have successfully validated performance and lifetime of our 4680 cells produced at our Kato facility in California. We are nearing the end of manufacturing validation at Kato: field quality and yield are at viable levels and our focus is now on improving the 10% of manufacturing processes that currently bottleneck production output. While substantial progress has been made, we still have work ahead of us before we can achieve volume production. Internal crash testing of our structural pack architecture with a single-piece front casting has been successful.

Yeah, this right here honestly makes me happier than the financials do. Great news all around this earnings report, much better than I expected and I was expecting it to be GOOD!

 

[dm28997]

Much better than expected. Congrats to Tesla, Elon, all the employees who worked so hard. On our journey on I5 where I posted the semi truck fire I should mention that I saw trailers of Teslas (about 9/trailer) going North and that was probably several per hour.