Bleh….7 positive days in a row and we are set to be negative for the week…
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The Fed is more likely to start tapering their asset purchase and raise interest rates after today's job report. They already signaled that anything above 800k new jobs and they could start tapering. The reports can be laggy, but 900k increase in payroll is nothing to sneeze at. Wages are increasing, and the labor shortage is also not as bad as it was two months ago.
This was also reflected on the market today. GS, BAC, JPM are all up today while growth stocks are down. There is going to be a lot of eyes on the FOMC meeting in September.
Incorrect - close last Friday was $687.20, as we'll close around $701-2, we'll be around 2% up for the week
Now let’s calculate how much will that compound to by 2030! /s
lafrisbee
Active Member
I know the given maxpain is $697.50 or so. But just eyeballing the second chart (which I am told is the right one) there is a definite peak of puts at $705. If doesn't go above $705 I will wonder about my sources (here).
MMMMM at 2:55 PM I looked to make sure I was reading it right... it seems as though I looked at it wrong...$705 is a call peak. So less than $705.
StealthP3D
Well-Known Member
In case it wasn't clear to everyone, I only used "Elon Musk's little black book" as a proxy for Tesla and the customer data they have. So, yes, Tesla knows exactly "who you are" relative to what you have purchased from them, when you bought each item and what you paid for it. They also have a record of every time you have used Tesla Service how many times you have contacted them about the same, what each visit was for and what the resolution was. They also know whether you have free SC'ing, how often you charge and where you charge. And I think you had better look up the words "infallible" and "god" (or maybe just the word literal) because I'm literally confused with how you are using those words here.
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Indeed, options activity today points toward the big option writers hoping for a TSLA close at $700. With vacation month volume remaining light, they may be able to keep the share price near there.
Tes La Ferrari
Active Member
US EV sales have been record-breaking so far in 2021, despite supply chain issues
EV sales in California and the rest of the nation are headed to a new high in 2021, thanks to new, widely available products.
TL;DR: Great news for the mission, & Tesla. "EV sales are surging, well above previous quarterly and yearly levels—both in California and in the U.S. as a whole.
Nationally, there were nearly 159,000 EVs sold in the second quarter, for a total of about 310,000 for the first half of the year—already very close to the 2020 total of about 322,000 for the entire year. "
You are mixing up capacity and rate. It is very difficult to get the rate above 85% of line capacity, an achieved rate of 450,000 means that the capacity is above 500,000 and may be above 550,000. Ray saying that the rate may soon be above 500,000 is also an indication that capacity is above 550,000 as it takes time for production to rise towards capacity.
adiggs
Well-Known Member
It's been awhile since this dynamic was so obvious, but an early observation from when Model S started shipping and has been consistently reinforced ever since:
When Tesla sells a car, they don't satisfy 1 unit of demand. Instead the car sold satisfies one unit of demand and creates 1.2 or 1.5 or something units of new demand.
The more that they sell, the more people that want them. There is of course a logical limit to this dynamic, but starting at 1-3% market share leaves an awful lot of room for this to continue.
I think this is the first time in several years when this dynamic has been so apparent - at least to me.
Pezpunk
Active Member
(once, for the 3 year scheduled maintenance)
(zero times)
(approximately four supercharging stops per year -- when we go to Canada.)
And I think you had better look up the words "infallible" and "god" (or maybe just the word literal) because I'm literally confused with how you are using those words here.
no, you're definitely not.
but it's super cool of you to weirdly assume i'm some kind of problem customer based on nothing. Falls in line with your secret fantasy that Elon is a big fan of your posting here.
No, I didn't.
What he linked to said "the annualized production rate for MIC Model 3/Y has reached 450k". What Tesla supplied was the exact same measurement. (And doesn't take into account any downtime for maintenance, holidays, parts shortages, etc.)
Both could be based on a single days production rate of ~1232 cars. (Or it could be based on the output of a single hour being ~51 cars.) Most likely it is based on the speed of the slowest step of the process.
"When Tesla sells a car, they don't satisfy 1 unit of demand. Instead the car sold satisfies one unit of demand and creates 1.2 or 1.5 or something units of new demand". What a great concept. Much like how we assess the "spreadability" of a virus by it R-nought (R with a subscript 0).
We could call that unit a "CarNought" !
Here we are in the final 12 minutes of regulation play. The option sellers are clearly pushing for a close right at 700, but in previous weeks we've seen traders jump in at the last minute to take advantage of a possible bump upwards on Monday morning. Grabbing the popcorn to watch.
Edit: looks like some of those 700-strike put buyers might be making their move. This is not expected but makes for a great game. No way am I willing to bet real money on the outcome of this game today.
Edit2: Maybe the game is to get TSLA below 700 for the close, which makes 700 resistance on the way up. Oh those sneaky SOBs.
Edit: looks like some of those 700-strike put buyers might be making their move. This is not expected but makes for a great game. No way am I willing to bet real money on the outcome of this game today.
Edit2: Maybe the game is to get TSLA below 700 for the close, which makes 700 resistance on the way up. Oh those sneaky SOBs.
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Well that's a sucky way to end the week...
Maybe I'm just dumb, but it seems like this to me:
Experimenter : Want one marshmallow now or two in an hour?
Investor : I'll wait and take two
Experimenter : * increases interest rates a bit *
Experimenter : Want one marshmallow now, or 1.9 marshmallows in an hour?
Investor : * eats marshmallow *
I've observed many times that put-walls are less dependable than calls - seems that MM's are OK to acquire shares, but somewhat resistant to selling them - hence was expecting >$700 close today, but not totally shocked to see it lower
Sorry about my wife getting paid today.
Up 1.7% isn't all that bad for a week. That would bring us to roughly $1000 by the year.
And from a technical perspective things are good:
And tesla is about to unveil its robotics ambitions. Things have been worse.
Can you guys take it outside please?
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