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

[CyberDutchie]

all ICE
all electrics

View attachment 708807

The Biden bailout on full display

 

[thx1139]

The Biden bailout on full display

I wonder if more it is the Manchin blocking making investors think no EV tax credit change will happen.

 

[CyberDutchie]

I wonder if more it is the Manchin blocking making investors think no EV tax credit change will happen.

One man will not be able to block an entire bill. Biden’s pressure will be too much.

 

[ZachF]

https://twitter.com/x/status/1437044010477146116

That snippet about Google maps also makes be think Tesla could easily leapfrog Google in that area as well, when you have millions of cars with 360deg cameras continuously scanning the roads every day...

 

[thx1139]

One man will not be able to block an entire bill. Biden’s pressure will be too much.

How does Biden's pressure cause any concern for a Democratic Senator in West Virginia? If anything it helps Manchin.

 

[NicoV]

About the tax credit: what’s the chance that the next president revokes the tax credit? The ICE manufacturers need to invest heavily the coming years in order to be able to benefit from the tax credit, but by the time these investments can produce anything, the tax credit might be revoked.

 

[Unpilot]

Must.....not.....rage.....buy.

 

[henchman24]

How much will the CPI data released tomorrow be helping the MM achieve their goals this week? I can’t imagine it will help boost the stock price.

All depends were the number comes in at. If CPI is significantly under expectations, it reinforces the transitory inflation outlook that the Fed has. If above expectations, pressure will continue to mount on tapering.

 

[The Accountant]

I am expecting to see $2.01 EPS for Q3 vs Wall Street's $1.45 - all metrics are at historic highs.
Only a few more weeks to pick up cheap shares.
Here is a summary of my financial projections for Q3.
The table on the left is vs Q3 2020 and the table on the right is vs Q2 2021.

 

[Opus BC fan]

Okay, I placed some small buy orders...

 

[StarFoxisDown!]

About the tax credit: what’s the chance that the next president revokes the tax credit? The ICE manufacturers need to invest heavily the coming years in order to be able to benefit from the tax credit, but by the time these investments can produce anything, the tax credit might be revoked.

It’s written through legislation. A president can’t just revoke if. It would take a new bill to get rid of the EV credit

 

[ZachF]

How so? The proposed tax credit that includes $4500 for union built cars. Now I disagree with this, but can someone point out what GM, Ford and other manufacturers EV cars that are built in union plants. Believe the F150L will be, what others? Any of them plan volume production anytime soon?

What EVs are made in the US at union plants?

Because PHEVs are allowed. That is the corruption on display here.

A V8 Ford SUV with a 7KWH PHEV battery that only lasts ~11 miles that's mostly foreign made but assembled by UAW labor here will get a bigger credit than the most American-made EV you can buy (Tesla 3, Y).

 

[The Accountant]

For more details on my financial projections, I have a string of 4 posts here:

Near-future quarterly financial projections

I saw a post about salaries in Giga Berlin. Those salaries seemed extremely high for manufacturing jobs, and they didn't even include stock based compensation. I assume the situation is similar in Fremont. We don't know exactly which factory and region is making profits but I started to think...

teslamotorsclub.com

 

[Drax7]

Sept macro fears, no other plausible explanation for this sharp break.
high p/e stocks get hit disproportionately

 

[insaneoctane]

My calls bought at the low this morning will likely be sold for 2x this afternoon and I'll only be in the hole a few k from buying Fridays calls! Yay?

I think I need to look up the definition of "doubling down".

Edit: Didn't even notice I caught the bottom and bought 1 share @ $709 in my HSA account. WINNING!

How in the world does one time that $709 purchase???

 

[StarFoxisDown!]

For more details on my financial projections, I have a string of 4 posts here:

Near-future quarterly financial projections

I saw a post about salaries in Giga Berlin. Those salaries seemed extremely high for manufacturing jobs, and they didn't even include stock based compensation. I assume the situation is similar in Fremont. We don't know exactly which factory and region is making profits but I started to think...

teslamotorsclub.com

I think your credits number is way too low, but I like the breakdown without the credits. If I take away the credits I’m expecting in Q3, my numbers come out a bit below yours. But then again I’m only estimating 10k of model S

 

[scaesare]

Full Incentives Now | Autos Drive America

Make your voice heard! Don't let Washington tell you what car you can buy. Tell Congress you're opposed to discriminatory EV tax credits.

www.autosdriveamerica.org

And who they are:

Imagine that....

 

[thx1139]

Because PHEVs are allowed. That is the corruption on display here.

A V8 Ford SUV with a 7KWH PHEV battery that only lasts ~11 miles that's mostly foreign made but assembled by UAW labor here will get a bigger credit than the most American-made EV you can buy (Tesla 3, Y).

I thought this new version removes the PHEV credits. Thought I saw that it was 0 emissions vehicles only.

 

[22522]

How in the world does one time that $709 purchase???

If you leave a low limit buy order out there for a small quantity, sometimes people will drive the transaction at a lower than market price to complete a larger order.

 

[scaesare]

Some collection of initial reactions:

https://twitter.com/x/status/1436632511589740553

https://twitter.com/x/status/1436633859777388550

https://twitter.com/x/status/1436624962232541195

https://twitter.com/x/status/1436621813576994829

https://twitter.com/x/status/1436618288692273154

Several of those mention the much smoother and more consistent lane marking in the visualizations.

As I believe the visualizations are a representation of what the neural-network perceives, I believe this implies that this isn't just prettier renderings, but that the vectorspace map that the car is constructing is more refined. In turn, that gives the path-planner and better data to work with.