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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
jhm
Well-Known Member
Who wants to be a Tesla millionaire? Buy 333 shares and hope ARK Invest is correct.
powertoold
Active Member
JRP3
Hyperactive Member
There have been many threads about that. NCA chemistry is less safe than NMC which is less safe than LFP. I don't think anyone even tries to make NCA in pouch or prismatic format for that reason. Small cylindrical was really the only way to do it with NCA.
I refuse to yield to your yeilding….
…but although I do not diagree with anything you write, I still assert you sidestepped. You discussed some correct aspects of currencies…NOT of time. 
ThisStockGood
Still cruising my Model S 70 2015
Words of HABIT
Active Member
Wow, at the 1:33 mark you will see that Teslas are flying off the assembly line to the car carriers so fast, they don't have time to do the figure 8 road test.
Since it is the weekend, some fodder in regards to this increase in carbon emissions projection over the next few years:
Making Sense of ‘Climate Sensitivity'
New Study Narrows the Range of Uncertainty in Future Climate Projections Recently, an international research team published a comprehensive review in the journal Reviews of Geophysics on our state of understanding of Earth’s “climate sensitivity,” a key measure of how much our climate will...climate.nasa.gov
IMO: The likelier for increase variance in climate sensitivity, the likelier need for policy towards renewables. I think that'll entail higher multiples for the company in order to fuel growth to reach its goals from investors. I do wonder what happens when we start seeing more scenarios, worldwide, like the CA Wildfires "Red Day" on 9/9/2020 where extrinsic turns into intrinsic. Since that day:
Day: $366.28
7-day (after): $441.76 on 9/16/2020
1-month (after): $425.30 on 10/7/2020
3-month (after): $568.82 on 12/2/2020
Latest: $654.87
Edit: Link to California "Orange Day"
View attachment 646589
‘The day the sun didn't rise’: People in Bay Area share surreal photos of orange skies
People took to social media Wednesday morning in the Bay Area to post about the glowing...www.sfchronicle.com
Some thoughts to consider in terms of the environment:
May 2021 outlook: Warmth favored for southern half of contiguous U.S., wetter conditions for the East
The May 2021 outlook favors warmth for the southern half of the country and a wet East-dry West split.climate.gov
IMO, I think September (the height of wildfire season in CA) is going to be telling to see how much money goes into clean tech companies (IMO again)...especially via Silicon Valley. My opinion, as it has changed over this year, is that I'm still bullish and there is going to be a 1-2 levels up trigger IMO. That is a little under 4 months away. What makes this all complicated is the ramification of COVID on the world (especially India) and it stress testing the resiliency of the supply chains in the world.
India's Covid-19 catastrophe could hurt global supplies of medicines, clothing and shoes
A terrifying and record-breaking wave of Covid-19 in India threatens to stall the country's economic recovery and send shockwaves through several important global industries.www.cnn.com
Personally, I think we're all going to get waayyyy more reactionary as the year progresses based on the changes to the outer environment.
A couple more thoughts to consider:
Last year had the "Orange Day" and the remarkable 2020 wildfire season in CA and I really do think it had an effect on the stock price in the run-up on the latter part of the year (would enjoy hearing other theories if anyone wants to share on TSLA as it blew past $2k pre-split) -
Further, hurricane season was pretty exceptional too in 2020 as it was the most active on record.
Though, this year is forecasted to be just as bad if not worse and that season is just beginning on the East Coast:
Forecasters expect another overactive hurricane season with 17 named storms | CNN
After last year's record-breaking hurricane season, forecasters are expecting another overactive season.www.cnn.com
Even if you ignore climate change history and forecasting, that last year, 2020, could be considered an aberration and one-off. Two years weightens consistency and a trend even if its not a normative sample of 5 years...even though we're getting there if you really pull back from 2017-2018. With the exceptional drought occurring, again, in the Western United States...well, I think people will make decisions off the trend of climate change really changing things up in civilization...
Anyways, some food for thought.
Leaving these old posts from March 2021 here. Looks like people are becoming a lot more reactionary...even on this forum, as of recently, from what I've been reading.
Question I have: Does TSLA need any more money to do a bigger mass expansion of new factories? or do they have enough? Will TSLA need another capital raise...ever? How about the entire industry to switch over to EV?
The demand and need is obvious now for a new pattern to arise with the 2nd year in of increasing climate-related problems. Also, its the first time I've seen the news rhetoric change to "man-made climate disasters" consistently on ABC and NBC news since Ida and Caldor Fire happened.
The judgement is strange but he did literally like the tweet about it so it is effectively the same message.
navguy12
Active Member
These are great charts.
Would it be possible to do these with inflation taken into account?
Thanks. Cheers.
The fact that he liked the tweet around the same time the email was sent out likely means he sent the email.
By 2025? Was that the year Cathy gave?
Giga Berlin just got some mysterious machines delivered to their battery production facility:
More in this vid from The Wolfpack Berlin. Should start at the relevant time stamp:
More in this vid from The Wolfpack Berlin. Should start at the relevant time stamp:
@navguy12 You will have to ask Aldrich Bautista, who created those charts and have been updating them on Disqus for a few years now. I agree they are excellent.
Given the low rate of inflation, I doubt the revised chart will change by even one row of pixels:
Annual inflation rate in the United States:
| Year | Inflation rate |
|---|---|
| 2020 | 1.25% |
| 2019 | 1.81% |
| 2018 | 2.44% |
| 2017 | 2.14% |
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Sawyer Merrit confirmed it with 4 separate (unnamed) sources. Doesn't get more legit than that!
Seems Fred Lambert also confirmed the letter is legit with his sources, and published it as such:Sawyer Merrit confirmed it with 4 separate (unnamed) sources. Doesn't get more legit than that!
"In an email to Tesla employee obtained by Electrek, Elon Musk shared with employees Ark’s new $3,000 price target and that he agrees with Ark:
A $3,000 share price would put Tesla’s valuation at $3 trillion and make it the most valuable company in the world."
This will go mainstream quickly, IMO.
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And many times the E finger travels faster than the I finger.
Todd Burch
14-Year Member
Just like he confirmed the toilet paper story!
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