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

[Artful Dodger]

Guys and gals, TSLA performance today is impressive! All tech deep red about 3-5 % and TSLA +1 %

View attachment 717830

Tesla only held onto some premarket gains today. Intraday, MMs walked the SP back down to match the the NASDAQ-100 by 1 PM, while slightly underperforming the S&P 500 by the Close:

Guess that's it for P&D, huh? Well, MMs worked hard today to convince nieve investors of that.

Cheers!

 

[Gigapress]

And that’ll be the end of this nonsencical tug of war between Silicon Valley and Texas. It’s been going on for way too long.

I agree, everyone who's unbiased knows the best state is Washington.

 

[NicoV]

Guess that's it for P&D, huh?

Given that on previous quarters we had a couple down days before we went up, going up immediately with massive macro headwind, I consider this a success.
I expect that the stock price will keep creeping upwards the coming days until a week after the earnings release, and then will reach a local maximum, or loose momentum. In other words, I’ll wait until the week after the earnings release to start selling far-OTM calls again.

 

[StealthP3D]

OK, here is a little chart I made... It's TTM revenue going back to 2007q4, adjusted for inflation:

View attachment 717777

Dotted lines are projections. Q3 assumes revenues roughly went in line with published YoY sales, and Q4 assumes a slight QoQ recovery in sales.

As you can see, most auto makers have been barely able to grow revenues beyond the rate of inflation.

Tesla will probably pass Nissan next year in size. possibly in late 2023 or almost certainly in 2024, Tesla will pass Honda/Ford/GM/BMW (who are all pretty much the same size now) for the #4 world automaker spot. I think Tesla takes the crown sometime in 2025. It'll probably be the most profitable automaker well before this.

What might be even more telling is for the chart to only have to lines: Tesla and the average revenue of the rest.

 

[nativewolf]

All the utilities in Germany attempted this exact move around 2015. Solar reached 4% of total supply, but had grid priority and was providing 30-50% of peak supply. That permanently ruined their ability for utilities to make profits gouging customers with absurd prices at peak.

They quickly realized it was over and split into production and grid services, with the intention of immediately sending the production half thru bankruptcy with all it's debt. Merkel told them no way, and forced both entities thru bankruptcy together. Years later they're out the other end as grid services ready to handle the next massive leap to something like 80% renewables.

In retrospect, them being forced on this path saved German taxpayers and ratepayers billions. Plus the marketplace is now ready for the future.

Mary Barra will likely just have her lobbyists tell our court system how GM would like to proceed so the bailout flows optimally. We as taxpayers will of course be left holding the bag of excrement. I wish we didn't live in a purely corporate socialist society and were more capitalist like Germany.

Of course forgetting that Germany production is the most polluting you can imagine. Still strip mining and burning lignite. Shut the nukes to burn lignite. SMH

 

[larmor]

Making cars is hard, delivering cars is hard, making an app and delivering the app is not as hard. At this point Tesla is pivoting to an actual car company not an EV company

 

[Marc_K_inNJ]

Wow, what a day.
The MM/TSLAQ were so desperate, they had to take down the entire market just to keep TSLA in check...

 

[HG Wells]

Don't we have two more events this week that may move the market ?
The yearly stock holders meeting and (I think) a county fair ?

EDIT: Loose lips sink ships. Musk might make some announcement at each of those locations.

 

[StealthP3D]

Here are the top 20 vehicle sales in US according to Reuters. Excludes Tesla, since Tesla is not publishing US breakup.

If Ford can get multiple models that are very different from one another (F-150, F250, F-350 and F-450 including hybrid versions) counted as one model under the designation "F-series", then Tesla should be able to get Models S, X, 3 and Y counted as one under the "Sexy Series" . It's only fair.

 

[Prunesquallor]

What, not on an island?

That’s me!

 

[StarFoxisDown!]

CNBC Fast Money segment was quite humorous

How is Tesla doing this when other auto makers are having huge sales declines?

Asking them to use their brains for just 1 min seems like a tough ask

Even though they all harp on Tesla's valuation the one thing they all agreed on......TSLA is headed higher. One even thinks ATH would be broken before earnings. I'd put money on at least half of the CNBC crew actually owning TSLA stock and/or Calls. One of them actually admits that he does

 

[MXWing]

Hackers Warn That If Demands Aren’t Met They Will Reactivate Facebook

WORLD—With Facebook down, and the world basking in the warm glow of a post-Facebook utopia, the hackers responsible for the attack are now warning that if their demands are not met, they will reactivate Facebook once again.

babylonbee.com

LOL. Guaranteed Elon Musk is in laughing his azz off.

He reads and supports Babylon B.

QQQ might keep taking a beating but TSLA OUGHT to be the safe harbor stock.

The numbers should guarantee a Q3 bet. Tesla manage to squeeze me for $200 a month what that damn button.!

 

[ZachF]

Giga Texas flyover:

Has a year over year comparison... pretty amazing

 

[Chunky Jr.]

since people are probably wondering and mentioning it here, here's a pretty good thread of what happened to FB in layman's terms. Basically they locked the car keys in the trunk and don't have a spare. Then they went to call for help and realized their cel phone was in the trunk too. it's not clear if this was malicious or an accident. author presumes it was an accident

https://twitter.com/x/status/1445130867073032195

 

[hobbes]

In Denmark, Y and 3 took first and third place of all passenger car sales in September!
2nd is ICE Kia Ceed, 4th another BEV, the ID4. About 22% BEV market share .

Redirect Notice

 

[WolfHero]

Waiting for articles from main street media that S&P 500 dragging down TSLA as opposed to the usual the other way around. Any moment now........

 

[bkp_duke]

since people are probably wondering and mentioning it here, here's a pretty good thread of what happened to FB in layman's terms. Basically they locked the car keys in the trunk and don't have a spare. it's not clear if this was malicious or an accident. author presumes it was an accident

https://twitter.com/x/status/1445130867073032195

*cough* out-of-band access *cough*

If Facebook didn't have that setup, they are rank amateurs. I remember retrofitting an old eBay datacenter, and when we got to the end of the work, there was still a 56k modem setup on a completely separate access point, with a different entry point into the datacenter . . . just to make sure there was always an out-of-band access to fix a screw-up like the above.

MANY someones got fired over this mistake today. MANY.

 

[TheTalkingMule]

Up 1% with QQQ down 2.5% is like a +5% day for TSLA. I'll take it, happily. AND the float gets even tighter as MM's now have more fabricated shares to cover.

Excited for tomorrow's magic "rotation back to tech". I'd like to see us testing $825 by early Wednesday.

 

[RobStark]

Average price for regular gas in California is $4.40 per gallon today.

Last time it hit $5.00 people went bat *sugar* crazy and started buying different cars. Micro ICE cars, HEV,PHEV and BEV.

 

[Christine69420]

Average price for regular gas in California is $4.40 per gallon today.

Last time it hit $5.00 people went bat *sugar* crazy came to their senses and started buying different cars. Micro ICE cars, HEV,PHEV and BEV.

FTFY