Big short publicly bailing + another upgrade = green? Of course tech in general is having a great day.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Swiss multinational investment bank UBS is the third largest bank in Europe. Their analyst Patrick Hummel is highly rated at TipRanks.
Krugerrand
Meow
Very similar experience recently on and by my mountain. We went and had dinner with a direct ‘neighbor’ (use the term very lightly - basically their property abuts mine and that’s about it) in the closest little town (has one traffic light) and as we drove through town (takes 10 seconds) a youngster (maybe 7) was crossing the street with his parents. He was pointing and jabbering on, literally stopped in the middle of the street while his parents looked on in confusion. He clearly knew what he was looking at.I also returned from a vacation to Lake Garda in Northern Italy a few days ago driving my 2019 Model 3 LR AWD. My take aways:
- On just one drive along the lakeside through the touristiy places, a kid called his dad pointing at my car, "look, it´s a Tesla" and in the next village, a whole group of kids standing at the side of the road broke out in cheers while I was driving by. Similar experiences on other days.
- Driving the car in the mountains is so cool. All one pedal driving, even on 20% downhill slopes. Especially on steep narrow uphills (road not wide enough for two cars driving in opposite directions) when you have to stop, go back to let someone pass - a breeze when all you need is the accelerator and gear switch. You never feel like you waste energy going downhill either.
- Charging is absolutely a non-issue with the pace of Supercharger buildout. V3 makes things much better because you don´t have to share power when stations get crowded. No charging planning needed, just drive as fast as you want and charge when you have to. Charged on a regular outlet at an appartment I rented over night, too, gave the host a tip.
- At the Supercharger on top of Brenner mountain pass (one of the main north-south road connections across the alps) I charged with about 10 other Teslas, while opposite there was another EV charger with only one BMW i3 - the sight of the couple charging there standing in front of their car looking at all the Teslas was quite funny.
- Also on the way, I was surprised the screen never showed an amount to pay at SCs. First I thought it was a bug, later I realized someone I gave my referral to finally got his Tesla (didn´t get any notification), so the trip was pretty much free, too
- Freeway driving is so much less tiring with AP. I used to arrive all tired when driving ICEs and need a day extra just to recover from 1000km driving, not any more!
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We had some other people give themselves whiplash and had several thumbs up from pickup truck drivers. I believe much of it has to do with the fact that everywhere around fires are raging and/or there’s a high threat of fires. These people may live in the wilderness but they aren’t unaware of what’s happening to the world. If anything they are inherently in tune with it.
Charging options continue to grow. This little town has a public EV charger at the ‘city hall’ (use that term lightly as well) that is free. The hotel we stay at in another town has free EV charging and we just discovered 4 new chargers (also free to use) in that town in the parking lot of a county building.
Tesla China making a big PR move...
JusRelax
Active Member
Does someone know something? The big buying doesn't seem to be affecting any other auto or EV manufacturers... if I were to take a guess, I'd guess it has something to do with someone knowing something about the EV tax credit.
ChefBoyardee
Member
Picked up some shares at 702 and sold some put spreads at 706, today's a good day 
It may be a combination of UBS raising its TSLA price target, and institutional short seller Carson Block admitting he was wrong about TSLA.
StealthP3D
Well-Known Member
The construction of a factory also involves the building of a supply chain for the planned production increase of that factory. Building the new supply chain probably begins around the same time construction begins. The result is commitments to purchase and commitments to supply, at the expected completion dates of the factory.
The bottom line is manufacturers need to have accurate ideas of what their future production will be in order to have a strong supply chain. Tesla has a leg up on other manufacturers here because their products are not demand constrained so they know with more certainty that their needs are equal to their max production capacity (minus a fudge factor to account for the fact that actual production will always be less than production capacity). Manufacturers who under-estimated their production ran out of chips first.
UBS like Goldman is a bear turning the tide around.
Tes La Ferrari
Active Member
A remarkable 44 second video from SpaceX's Ms. Tree catching a fairing half that looked a lot like my orders catching the dip this AM.
I am amazed as to how both happen with such precision.
It's like watching the SP gently drop into your order net. Thanks MM's / shorties / whoever you are!
I am amazed as to how both happen with such precision.
It's like watching the SP gently drop into your order net. Thanks MM's / shorties / whoever you are!
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jkirkwood001
Active Member
...or at least reduce dependency on suppliers with no volume competitors. Good point @woodisgood
lafrisbee
Active Member
and LOOKIE THERE... the volume just made it to 8 digits
Will my Model X filter clean those tiny particles up? Are there common home heat pump filters that fine?
Study links fine particulate tailpipe pollution to dementia, Alzheimer's
Dementia is the latest health issue potentially tied to the fine particulate emissions produced by vehicle tailpipes.www.greencarreports.com
"An increase of 1 microgram per cubic centimeter of PM2.5 particulate matter corresponded to a 16% greater risk of all-cause dementia, and a similarly-increased risk for Alzheimer's-type dementia, according to the study.
This particulate matter comes primarily from the burning of fossil fuels, according to the National Resources Defense Council (NRDC). A study last year also linked higher levels of PM2.5 to higher coronavirus death rates."
Perhaps this is why politicians are so slow to take action on climate change.
The article further says: "Earlier this year, Volvo claimed to have the first vehicle that assesses PM2.5 air quality inside the cabin"; with no mention of Bioweapon defence mode or Tesla anywhere. This just adds to the mountain of reasons why I think TSLA has room to go - the sheer volume of people that don't know about the innovation that this company is bringing and making the lives of so many, so much better.
HODL. Not advice.
Regarding another OT discussion, I'm chafing at the 800 pound gorilla in the room regarding agriculture and CO2- if the common annual versions of ag crops were replaced with perennial versions of major crops - the CO2 sequestered in the perpetual root systems and benefits to agriculture (perennial plants, sort of like a lawn, live FOREVER, while annual crop plants, by definition DIE EVERY FALL and have to be re-seeded every spring!) -would be immense; but the annual crop seed companies are politically as powerful and entrenched as Big oil and traditional ICE manufacturers. Breeding perennial versions of crops would almost have to start from scratch, and established seed providers would be highly motivated to monkey wrench the effort at every turn.
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@Curt Renz , Does this mean we'll worry less about a TSLA split, as there will be fewer shorts to burn?? Or in any case, a split won't drive SP up like the last split did.
MODERATOR RESPONSE: PLEASE do not derail this thread even more by posing - let alone responding, any of you - to such questions and comments, as interesting and relevant to our planet’s near-term future as they are. Also, to the OP and others similarly confused: please learn about the supremely important distinction between fossil carbon and active-cycle carbon. But NOT in this thread.
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Let's see if our nemesis MM's are able to push it back down when the volume dries up....Was refreshing to see a nice move....hopefully we don't finish flat.
if you’re a whale that’s wants to build a position, you’re loving this. Do some big buy orders and then stop buying and wait for the MM’s to bring it back down. Rinse and repeat.
You can practically guarantee you’ll get to buy all your shares at close to the same price
You can practically guarantee you’ll get to buy all your shares at close to the same price
Artful Dodger
"Neko no me"
And yet, the Credit Ratings agencies have conspired to slow-walk Tesla's credit rating upgrade to "Investment Grade", thus ensuring that NONE of the FED's money goes to buying Tesla Corporate Bonds during the prolonged Covid downturn.
And we just heard this morning that the FED will likely start "tapering" by December:
Expect Fed to start tapering in December: Atlas Merchant Capital CEO | CNBC on Youtube
So not only is Block clearly a poor judge of character, he also likes to lie to himself about Tesla's "easy assess to cash" (all the way publicly calling Elon and Tesla liers).
Incoming Zenn: "It's not the stillness in stillness that is true stillness, its only when lying that spiritual stillness can arise."
Yeah, Carson Block should just quit. Oh, wait...
Cheers!
Dat 720 wall is hard to break. Oh well it'll be broken next week during the run up to AI day.
Artful Dodger
"Neko no me"
Serotonin. (c.f. quaaludes). But they were banned by the SEC in 1998. Jus' sayin'
Cheers!
woodisgood
Optimustic Pessimist
And then sell-off after AI Day?
Actually I think Elon will inadvertently reverse-psychology the market (I believe he’s being truthful when he says recruiting is sole purpose). The market will find things to get excited about because Elon specifically said, “There’s nothing for you here.”
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