Tes La Ferrari
Active Member
Couldn't resist the chair sale .... in for some more @ $629
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And for sure, the Palladium has to have the CCS, the Chinese MS/X had them, so why not?
And here i was thinking it was because i bought my 10 shares which caused it to go down farther........wow.. someone just dumped 100k shares in a few seconds to make the stock break through 630 to the downside... lets see if that continues..
Please control your enthusiasm. Tesla does not serve in Timbuktu or any other part of Mali. Mali is almost totally Toyota with a handful of Mercedes Benz tossed in to complete the 428 sales in 2019. Until the get a decent electrical supply Tesla has little ability to gain market share.
Just think about the markets where Tesla is NOT, at all, listed in very rough market size order: India, Brazil, Russia, Thailand, Iran, Turkey, Indonesia, Saudi Arabia, Vietnam, Argentina. That is ten of the 25 largest car makers in the world. Tesla Energy is in been fewer.
Wherever Tesla appears (most recently Israel) it suddenly becomes a material player, if there is enough product to deliver.
Obviously sprue market size is not the story. Countries such as Saudi Arabia, Russia, Brazil, Iran and Turkey have proportionately significant markets for higher end vehicles, although the vast majority of those markets is fairly basic vehicles. All of the top 25 has a significant market for high end vehicles except Iran, and even Iran has a good sized market inhibited by sanctions.
All of that also ignores that such markets as the US, Canada, China, Germany and everywhere else have limited distribution and too few sales and service outlets, so sales tend to be concentrated around those facilities. Even California and New York have uncovered areas, not to mention Texas, Michigan and all those others.
Some fo those are regulatory or just inability to scale quickly enough.
Just in case anybody actually imagines Tesla might have a demand problem sometime, just think about how limited the present service area actually is.
It will take a minimum of five years of 50% pa growth to even begin to have all those countries, and even then there will be large unserved places.
Was it just me or did Cramer look like he was constipated at the end when Rob was telling him about the S/X adding 0.50/share to GAAP earnings?
just got back from a walk ... i am proud owner of another 25 TSLA shares at $630 ... i need to walk moreGrabbed at 640, at 630.
this is a global EV sell off.
all my buy orders triggered
Exactly and on "Point" I might add.
Was it just me or did Cramer look like he was constipated at the end when Rob was telling him about the S/X adding 0.50/share to GAAP earnings?
Man, you're not reading what I'm saying--I am not negative. Don't confuse my explanation for the market reaction with my personal opinion. Let me say it again--I believe they'll succeed with the 4680 and associated things and therefore consider this a buying opportunity. That's MY belief.Exploding demand doesn't change your calculus?
And what technology are you concerned about that might not occur, 4680? Is that what you're hanging this negative thesis on?
Honestly, I'm not worried about 4680 after actually reading the Earnings Report. They have a bottleneck in the line that needs some improvement, but the 1,000,000 mi battery and quality validation comment didn't get you excited? AND a backup plan is in place just in case. The cause was an unusual phenomenon when sizing larger they did not expect. So they'll solve it with some time. Not worried. And the Semi wasn't even included in the last valuation someone posted here.
Meanwhile, Tesla will likely discover about 50 other things not on the radar with the next year. It's the speed of development, engineering, and production growth that you are underestimating, IMHO. Where do you think all that cash is going? It's R&D and expansion - both on steroids.
Is Rob now an employee of THE STREET, or just uses it as a distribution platform (re possible Cramer leverage)?He looked like he was thinking “We need to keep the lid on this Rob guy.”
Personally I think it's the MM's/Hedgies fronting the market. Seems to be a sector rotation every other day for the moment and I think it's well planned to cream the options market and shake out weak handsStocks seem down pretty drastically across the board. What did I miss in the macro environment?
Dan
It’s down because macros are down big. Tesla almost always trades at a 2.5 X multiple to the NASDAQ… And growth stocks trade at even higher multiples on macro days like today…when the market goes crazy.As I said, it's not like this is a biotech that failed a test. It's down a little in spite of spectacular operating results because Elon introduced a little uncertainty around the 4680.
Nobody has to agree, that's ok. But if you don't think it's that, why is the market down after spectacular results? I think it's because of uncertainty around the battery pack--if you think it's because of uncertainty over chips, that's ok too.
Xi channeling Mao. The CCP is reining in all of the big fortunes. Currently, only one Chinese fortune in the top 25 and wouldn't be surprised to see additional "shortening" via cutting off heads.Stocks seem down pretty drastically across the board. What did I miss in the macro environment?
Dan
This is it IMHO. Wall street has some really smart people with a very narrow focus.Seems to be a sector rotation every other day for the moment and I think it's well planned to cream the options market and shake out weak hands
Yeah, I'm a big beta guy--I'll buy that, at least partially. But honestly maybe it really is that simple..It’s down because macros are down big. Tesla almost always trades at a 2.5 X multiple to the NASDAQ… And growth stocks trade at even higher multiples on macro days like today…when the market goes crazy.
Obviously MMs and shorts will jump in to capitalize (manipsturbate/profit)… Maybe some of them will cover; if they’re smart.
Eventually the weighing machine will kick in again, and the voting machine will be (once again) burned at the stake.
Buy the (sugar) dips and HODL. Hopefully this lower BB holds as support and we get a nice bounce. We’re in a pretty strong bull market rn.