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

[elasalle]

How ironic....

View attachment 698233

Neuralink human experiment?

 

[JohnnyEnglish]

I'm wondering what people think could be the 'coolest and most advanced' thing Tesla could unveil at AI Day or soon after if they decided to............?

Tesla have already done it - it is what is shown in the picture on the invite.

What could be 'cooler' than spending your time developing software/algorithms/processes to get the best out of this bleeding edge platform and advance the state of the art?

 

[M|S|M MYP]

Is it just me or everytime 'they' try to push $TSLA down today....buyers come in and swoop up the weakness.

 

[Curt Renz]

Algos kicking in after the release of the FOMC meeting minutes.

Huge macro swings up, down, up. Algobots still far from Level 5.

 

[StealthP3D]

You guys are clearly the ones to trust, not Financial Advisors. Last year I consulted with two Certified Divorce Financial Advisors. Both told me I should sell the TSLA immediately since it had already gone up over $800 (pre split) and was 90% of my portfolio. They thought I was nuts. I owe you guys a lot. Thank you so much.

They only told you to sell TSLA because Certified Divorce Financial Advisors expertise is in helping men with no money left!

/s

 

[StealthP3D]

While I think it is a longshot, I am not going to completely discount the chance that Elon/Tesla won't unveil 'the coolest and most advanced AI prototype ever' as their 'recruiting tool'. The two most desired companies to work for on the planet for college students are Tesla and SpaceX. Tesla has the 'coolest and most advanced vehicles, solar, and energy storage devices on the planet, and SpaceX has the 'coolest and most advanced' spaceships and rockets on the planet. My point..........showing people a working model of what is 'coolest and most advanced' sells job opportunities like nothing else. Not even salaries can compete, and I am sure GM, Ford, and even UAL would gladly pay more for these same young, brilliant minds that will shape our future. Elon and crew stay ahead of the FUD and the Old Paradigm by staying ahead of the competition and remaining 'the coolest and most advanced'. Sometimes it isn't 'show me the money', its 'show me that I can contribute to a cool and most advanced future.' Elon gets that.

I'm wondering what people think could be the 'coolest and most advanced' thing Tesla could unveil at AI Day or soon after if they decided to............?

Was getting that advanced degree in AI and Robotics while maintaining a 4.0 GPA stressful and demeaning?
Did your "cool factor" suffer?
Did you spend long weekends programming or building the latest and greatest robots while your classmates were out partying and having fun in the sun?
Tesla has a job opening for you in the exciting and rapidly growing fields of AI and robotics.

New recruits will have a chance to be real world test subjects for our previously undisclosed program developing the sexiest, most realistic AI lovers ever created by man! Depending upon your talents and interests, you could even join our AI lovers development team!

Apply today!

/s

That's mostly sarcasm but this subject doesn't get enough mention for it's potential. Considering that 80% of Internet traffic (or some such number) turns out to be porn, who would think that AI sex robots will not be a multi-billion dollar business in the near future? COVID has probably accelerated and grown the market demand too.

 

[StealthP3D]

The kinda tip of the investing iceberg for me when trying to figure out if I should leave my money in TSLA...

0. After driving a Tesla, would I want to buy any other car at current prices? No
1. Does Tesla every car it makes? Yes, nearly all before they are manufactured.
2. Is Tesla making more money per car made each year? Yes and it seems to be widening every Y/Y metric
3. Is Tesla making as many batteries that they can every day? Yes
4. Is there another company that can make batteries faster, better or cheaper? No
5. Is there another company that can make other highly innovative electric car components faster, better, cheaper or more efficiently? No
6. Is the gap widening day by day for engineering innovation turned into efficient scalable production? Yes
7. Do I have enough knowledge in this space to feel confident about all of the above answers? Yes
8. How did I obtain said information? This forum....and my time in engineering at Tesla
9. How wide was the engineering gap when the Model S launched? 5 to 7 years
10. Wait, what is it at now then? Feels like 7 to 9 years as it is super hard to scale batteries, motors, inverters and BMS efficiencies to even think about catching Tesla.

The answer to #4 is still currently "Yes". Tesla is not far enough along the ramp of 4680's to be able to claim cheaper batteries yet. When this happens will be a big determinant of the share price performance.

 

[Artful Dodger]

I've not seen any evidence or confirmation that Mayor Pete ever owned a Tesla. I believe this was a rumor or untruth that has been repeated so many times that people now treat it as fact.

Illusory truth effect - Wikipedia

en.m.wikipedia.org

Likely not a Tesla driver. Report from Mar 4, 2020 says he drives a Chevy Cruze (made in Ohio):

"Former South Bend Mayor Pete Buttigieg bought a 30 miles-per-gallon, 2015 Chevy Cruze. On the campaign trail, Buttigieg touted the sedan’s manufacture in the key swing state of Ohio. He dropped out of the race Sunday and endorsed Biden."​

Presidential candidates drive Chevys, except for Sanders' Subaru

Joe Biden drives a Corvette, while Bernie Sanders favors a Chevy Aveo and Subaru Forester. President Donald Trump owns a Indy 500 Camaro pace car

www.detroitnews.com

Agree it's most likely just a rumour.

 

[Todd Burch]

C'mon boys, get that price back to $690 where you want it!

 

[M|S|M MYP]

Funny as heck if true:

 

[Artful Dodger]

...up to $5000 or more. He can bet him that within 3 years TSLA's share price will have more than doubled from where it is today.

Wot? CAGR of 26%? I'll take the OVER on that action!

Cheers!

 

[Cult Member]

Just received this email: Discover the Model Y in Germany! 16 locations all across the country.

 

[Buckminster]

The mental image this conjures for me are the Borg cube / ships from Star Trek Next Generation

There is a thread on this:
Investor's Alien Dreadnought Thread
Elon is playing it safe so far - Austin and Berlin included from what we have seen. Hanging robots off the ceiling is the obvious first major step. Maybe we will see for M2.

First post includes one from @Fact Checking (now https://twitter.com/truth_tesla/with_replies ). We used to get this quality everyday all day long.... #TMCGOAT

 

[TheTalkingMule]

Is it just me or everytime 'they' try to push $TSLA down today....buyers come in and swoop up the weakness.

Downward pressure this afternoon for sure. I think max pain was like $680 for Friday as of this morning? I think we'll see some unwinding and super-strong buying pressure at the open tomorrow followed by an equally powerful MMD. Might wade into that chaos with some options purchases is MM's can push us down to $675 after nearly touching $700 at the open. No way of knowing where max pain has moved throughout the day tho.

I tried to focus on capturing the MMD this morning, turned around for literally 90 seconds to eat some waffles and missed it. Lost out on some 8/27 calls which have since nearly doubled. I think tomorrow will be a much deeper and longer pushdown effort after the open. We shall see!

 

[TheTalkingMule]

Just received this email: Discover the Model Y in Germany! 16 locations all across the country.

They will sell all of these that they can possibly manufacture in Western Europe for the next 5 years. Model Y will be the 1980's stationwagon for Europe. I suspect it'll be the #1 vehicle in Europe as soon as Tesla can make enough.

 

[redan]

Sawyer posting another Morgan Stanley note, this time on capex/R&D. Adam Jonas certainly showing more and more that he's "getting it."

https://twitter.com/x/status/1428026435202162692

 

[Favguy]

e


I also watched the Doug Demuro Review of Plaid and it was fine and accurate. If you have watched any of Doug’s video’s you know his style and he praised Plaid more than almost any car he has reviewed. Did he say some silly stuff about how people who aren’t experienced should not be driving this car, for sure, but overall, you could not ask for a better review. And, his Doug Score was TOPS of all other cars he has reviewed except for the McLaren F1. Not sure how anyone else could watch his review and feel different.

On another note, I was talking with a friend yesterday who is a CFP and knows stocks and I was telling him that I thought TSLA, based on @accountant and others on this forum as well as Cathie Wood,who have done the forward numbers, could be a $2000-$3000 stock in 4-6 years based on these projections.

He stated that those projections are crazy and that TSLA would have a market cap in the $3Trillion dollar range and there would be no other car manufacturers in the market. Not happening. When I explained that Energy and Solar and FSD would be part of those projections, he stated that we have seen TSLA’s high of $900 and don’t expect more because the “competition” is coming not only in automotive but every other segment they are in. After some more debate and him
Adamant that I am too much of a fanboy and don’t know the financials, I changed the subject.

your thoughts?? And, do you think that we are really not looking at the whole picture and maybe not realizing that TSLA’s market cap and stock price has already seen its best days?

My thoughts, 3 years ago, if you'd had a similar conversation with your friend and told him then TSLA would have been at $3450 now (pre split basis) you'd have gotten the same response. As you will 3 years from now when we are over $2000 and looking at whatever we think the next 3 years will bring.

CFP's, or IFA's here in the UK, to their very core are about moderating risk by diversifying to the extent of getting you thoroughly mundane returns. In fairness though, it probably is hard to see the full picture, or the real potential of Tesla out in the "normal" world, where you're not immersed in the progression as we are, and with the unrelenting media BS clouding things further.

 

[FEERSUMENDJIN]

e


I also watched the Doug Demuro Review of Plaid and it was fine and accurate. If you have watched any of Doug’s video’s you know his style and he praised Plaid more than almost any car he has reviewed. Did he say some silly stuff about how people who aren’t experienced should not be driving this car, for sure, but overall, you could not ask for a better review. And, his Doug Score was TOPS of all other cars he has reviewed except for the McLaren F1. Not sure how anyone else could watch his review and feel different.

On another note, I was talking with a friend yesterday who is a CFP and knows stocks and I was telling him that I thought TSLA, based on @accountant and others on this forum as well as Cathie Wood,who have done the forward numbers, could be a $2000-$3000 stock in 4-6 years based on these projections.

He stated that those projections are crazy and that TSLA would have a market cap in the $3Trillion dollar range and there would be no other car manufacturers in the market. Not happening. When I explained that Energy and Solar and FSD would be part of those projections, he stated that we have seen TSLA’s high of $900 and don’t expect more because the “competition” is coming not only in automotive but every other segment they are in. After some more debate and him
Adamant that I am too much of a fanboy and don’t know the financials, I changed the subject.

your thoughts?? And, do you think that we are really not looking at the whole picture and maybe not realizing that TSLA’s market cap and stock price has already seen its best days?

Your friend is missing the point that disruption is a convergence of components and TESLA is that convergence. TESLA has the big picture and can pull it together.

 

[Lessmog]

Oh, but it is Autopilot. The problem is that most of the people;e do not know what and autopilot is. Full Self Doing, otoh, is a bigger problem. Everyone knows what that means, whether it actually exists or not.

Wait, isn't this supposed to be a family-friendly forum where certain expressions, activities and suggestions are frowned upon?
Always blame Autocorrupt. (There it goes again )

 

[Accident]