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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
TheTalkingMule
Distributed Energy Enthusiast
That chart looks like someone still owes me quite a bit of money. Tomorrow perhaps?
I like to keep an eye on daily volume as well as volume at the closing cross and today's closing cross volume was above average. Additionally I remember watching Rob Maurer's livestream on inclusion day and he was able to see the closing cross trade imbalance a few minutes before close and unfortunately due to the livestream he was unable to place a quick trade to profit from the imbalance.
Artful Dodger
"Neko no me"
MAD = Manipulation Activated Daily?
ha, VW could fail tomorrow and I'd toast the demise. About as scummy a company to its core as there is in Auto. They make GM blush.
Artful Dodger
"Neko no me"
The daily FINRA* report is out: only 37% of todays trading was done by FINRA-reporting entities (mostly Retail brokers). And only 40% of those trades were reported as "short sales".
Today was all about that Whale accumulating, and the shorts fell on their own sword starting at 3:05 pm, wasting huge capital only to see the SP bought back easily right to just past the day's VWAP.
This is going to be a good Fall.
Cheers!
*Let me know if you are unable to open this FINRA file from outside Canada (with this localized URL, you may have to change the country ID to match your location)
Today was all about that Whale accumulating, and the shorts fell on their own sword starting at 3:05 pm, wasting huge capital only to see the SP bought back easily right to just past the day's VWAP.
This is going to be a good Fall.
Cheers!
*Let me know if you are unable to open this FINRA file from outside Canada (with this localized URL, you may have to change the country ID to match your location)
StealthP3D
Well-Known Member
The 2022 Rivian R1T Is the Most Remarkable Pickup We’ve Ever Driven
Yep, we drove it. Are you ready for the electric truck revolution?www.motortrend.com
On the video review, they seem so afraid to mention Tesla CT for some reason. That said the ride looks great. Appears UI still needs work. Can’t wait for these two to go head2head
Motortrend, by saying the Rivian is the first EV pickup to actually hit the market, had me wanting one to fill the gap until I can take delivery of a Cybertruck. I actually think it will be a good vehicle as long as it's reliable which is a big question mark. So, I looked at the price to see how much I might lose on resale value when my Cybertruck came up. But the price just said "$67,500-$73,000 (est)". How can it be the first pickup to hit the market when they don't even know the price? When I buy it can my cashier's check just say "around $67,500 to $73,000"? So I guess it's not "on the market" yet.
Then I realized the hard part is mass production. When could I actually buy one? The final straw that completely collapsed my excitement was watching the MT staff operate the touchscreen. Maybe one of you early Model S owners can comment but it looked to me to have more lag than the original 2012 Model S that drove some owners crazy. It looked like the reviewers did everything they could hide the screen lag but it still came through when scrolling and zooming out on the map (3:15 on the video). When the center screen operates every function as it does on Tesla's, it's imperative that the screen is responsive! Maybe they will have a new computer in there by the time they make the first deliveries but this seems like something they would already be on top of. After all, Tesla came out with the Model 3 in late 2017 and the screen was super responsive. So they have had plenty of time to solve that problem.
I'm not trying to bash as I want Rivian to succeed, it just seems like they have a huge uphill battle ahead of them. I don't have a reservation so I don't think it's realistic to think I could get one before my Cybertruck is ready (even though my reservation is estimated to be 40K+ in line). It looks like Rivian already has a Service Center in Bellevue, WA where we picked up both of our Model 3's, only an hour or so away. Maybe I'll put a $1000 reservation deposit down and see what happens?
It’s been a while since my last over interpretation of Elon’s tweet, so here is what I see in the picture:
to da
- When you see something going down, it could be going up, it’s just your vantage point fooling you.
Update on the numbers:
Nov 17, 2020: 206 ETF with exposure to TSLA with 105 of them as top 15 holdings
Jan 7, 2021: 237 ETFs with exposure to TSLA with 149 of them in the top 15.
Aug 30, 2021: 294 ETFs with exposure to TSLA with 154 of them in their top 15 stocks
--> Net 1/7 to 8/30: 57 new ETFs holding TSLA in the past 34 weeks and 2 days, or more than 1 per week.
57 is slightly higher than AAPL:
Jan 7, 2021: 392 ETF with exposure to AAPL and 209 of them having it within its top 15 holdings
Aug 30, 2021: 434 ETF with exposure to AAPL and 240 of them having it within its top 15 holdings
Net is 48 increase over the same period.
Looking at the past two weeks as TSLA rose from $655 to $735:
As per the Way Back Machine:
* 2 net new ETFs started holding TSLA during that time, and
* 8 net ETFs increased their TSLA holdings to become part of their top 15
jhm
Well-Known Member
Remember all the folks here trying to explain how a Model X could burn down on a frozen lake? Yeah, turns out it was fraud (like many other Tesla "fires"):
Alex on Twitter: "Remember the burned X on a frozen lake? The U.S. Secret Service found that the owner Michael Gonzalez, 32 tricked Tesla's purchasing system. He ordered cars and had them delivered, but never allowed the final payment. He then resold the vehicles to companies and individuals. https://t.co/ko5ezTYgAw" / Twitter
Word.
Wait... Was that supposed to be the first Viking funeral with a Tesla?
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The counter argument is that LG Energy solutions is more horizontal integration, resulting in a likely culture and technology clash.
Tesla has the Battery Day strategy that is a plan to reamp up cell volumes.
Unless Tesla is going to apply the Battery Day strategy to some LG factories reusing some equipment,and changing work practices, I can't see a big lift in production rates at those factories... LG would also have to own some IP worth acquiring..
I think other car companies should purchase a complete platform from Tesla, Battery, Motres, Software, FSD, I do hope 1 or 2 Japanese car makers will eventually do that. For the rest I think pride will dampen their survival instincts.
The alternatives for more vertical integration within the existing car and energy business are;-
- Chips
- Solar cells
- Tires
In terms of the (broader) mission there is one other untapped opportunity, I linked information on the latest RethinkX report here:-
TSLA, biodiversity collapse & climate change
That covers Precision Fermentation which is a new way of making foods, likely to disrupt some traditional farming, in particular the Dairy Industry...
As referenced by RethinkX, the disruption of farming will free up a lot of land for rewilding, and tree plantations,
The other advantages of Precision Formation is lowering are lowering the cost of food and creating healthier processed food.
So Precision Fermentation is good for the planet, will lower the cost of food, make food more abundant and improve human health.
The downside is putting a lot of farmers out of business, but that is likely to be a gradual process.
What I would add to the RethinkX proposal is Hydroponics. Hydroponics can act as a seasonal or controlled load, allowing a Renewable Energy overbuild which lowers energy prices... by smoothing out supply and demand.
Hydroponics can also act as a form of accelerated carbon capture, and the captured carbon can be locked up long term, and/or used in various ways..
All of these "Industrial Food" technologies will also be very useful/essential on Mars..
A lot of the Precision Fermentation projects seem early stage, one of the very interesting protein sugars is shipping in a soft drink today.
Most Insulin production is also done this way...
Industrial Food production is way off the track of the current businesses, but I think broadly compatible with the mission, and after reading the RethinkX report, I think success in this area is a very important part of combating Climate Change.
Please reply in the thread, I linked...
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Rivian's web site says:
Prices shown are an estimate and are not due at this time. We'll contact you to confirm your configuration as we approach production and begin to accept orders.
I agree it's not yet on the market.
StealthP3D
Well-Known Member
Yeah, but then he ended up the whole interview with a real slam to Elon by saying "Tesla is finally being run like a normal business."!
Not nice!
Artful Dodger
"Neko no me"
Sounds like it was his 5th:
Tesla Model X frozen lake mystery gets solved, and the truth is stranger than fiction
Back in 2019, a picture of a charred Tesla Model X in the middle of a frozen lake in Vermont resulted in a lot of electric vehicle enthusiasts scratching their heads in confusion. Very few details were made public, though the police noted back then that the owner of the vehicle drove the Model X […]
www.teslarati.com
Teehee….
apple.news
Tesla Model 3 Leads Europe Electric Sales As Competitor Range Claims Wilt — Forbes
The Tesla Model 3 is the fastest selling electric car in Western Europe thanks in part to its strong range claims, while distance boasts from its competitors wilt under examination. That leadership is coming under pressure though led by Volkswagen and its army of brands.
apple.news
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