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

[2daMoon]

Are we seriously going after $1100 today?

I've been giggling too much to consider it as "seriously going after", but, yes. Yes we are.

 

[TheTalkingMule]

ERROR ERROR DOES NOT COMPUTE ERROR ERROR DOES NOT COMPUTE ERROR ERROR DOES NOT COMPUTE ERROR ERROR DOES NOT COMPUTE ERROR ERROR DOES NOT COMPUTE

 

[madodel]

I've skipped through a lot of posts so maybe this has been discussed, but I've seen no mention of current short interest. Are there still stable geniuses out there shorting TSLA? And is today showing some squeezing? If this keeps up my wife is going to start expecting me to make million(s)+ everyday, And are there enough islands for sale for all the teslaires? I know it will peak soon and some of you will take profits, but this is certainly interesting times.

 

[thesmokingman]

It could very well be the catalyst that launches the era begun by Tesla into the mainstream.

Catalyst for sure. I can see the other national chains doing the same not only to keep parity with Hertz.

 

[matejpi]

Boston Dynamics and Google doesn't (didn't) have Tesla Vision.

I think many of us (myself included) underestimate the importance of the work Karphaty has done. He created AI based on vision only. Tesla can literally sold this solution to different industries, agriculture (harvesting robots, workforce), military (T2 like attack drones), transportation (fsd)...

Its not only the final product (AI vision) here we have the infrastructure as well. By infrastructure I mean all developed software tools (auto labeling, computer clusters, data flows, storage...). Mind boggling.

Need more dry powder to rage buy all shares I can...

 

[StarFoxisDown!]

I do wonder how much of this move is Wall St having the inside information about the status of the Infrastructure plan. There's news that it's close to agreement and should be a done deal by end of this week. Maybe Wall St already got the inside scoop that Tesla will get the EV credit along with other subsidies like charging credits, etc...

 

[Sofie]

... or March.

I’m not waiting for no splits lol!
I want 100 more shares at around 900$
again.
Maybe that’s too long in the rear view now though! May have to buy them hot next week

 

[Nocturnal]

Catalyst for sure. I can see the other national chains doing the same not only to keep parity with Hertz.

Normally the competition would make a sweet deal with another car brand and say "Our MachEs are better here at Enterprise", but nobody else can make enough, or provide the charging. Maybe VW, but they are struggling with internal issues it seems.

 

[Roel1994]

Boston Dynamics and Google doesn't (didn't) have Tesla Vision.

I think many of us (myself included) underestimate the importance of the work Karphaty has done. He created AI based on vision only. Tesla can literally sold this solution to different industries, agriculture (harvesting robots, workforce), military (T2 like attack drones), transportation (fsd)...

Its not only the final product (AI vision) here we have the infrastructure as well. By infrastructure I mean all developed software tools (auto labeling, computer clusters, data flows, storage...). Mind boggling.

Need more dry powder to rage buy all shares I can...

You are totally right, but oh my god I hope I and my future kids will be long dead before the bolded comes to fruition. The day that sentient computers shoot people will be the day humanity has failed the simulation test

 

[Dangerous Fish]

I've skipped through a lot of posts so maybe this has been discussed, but I've seen no mention of current short interest. Are there still stable geniuses out there shorting TSLA? And is today showing some squeezing? If this keeps up my wife is going to start expecting me to make million(s)+ everyday, And are there enough islands for sale for all the teslaires? I know it will peak soon and some of you will take profits, but this is certainly interesting times.

Timing is everything. We've decided to start looking for our next house now as it could take 6 months + to find what we want and if we don't start now all the other Teslaires are going to get there first. All the best islands have probably already gone, so maybe start looking at peninsulars instead?

 

[coolmanfever]

should I pick up more Tesla shares? or sell shares to take profit? That is the question

 

[thesmokingman]

Normally the competition would make a sweet deal with another car brand and say "Our MachEs are better here at Enterprise", but nobody else can make enough, or provide the charging. Maybe VW, but they are struggling with internal issues it seems.

Yea for sure. Too bad no competitor can produce enough EVs and no one has a charging network that won't make the general public pull their hair out. It's hilarious there is no choice in this market except Tesla.

I should add that the biggest EV producers this year are stuck in massive recalls, lol.

 

[DragonWatch]

Forward Observing

The only reason, the only reason is that last night my daughter and son-in-law-law put down $100 for their Model Y

FYI ~ @Papafox has a good assessment (always does). I’ll stick with my daughter either way.

Cheers

 

[elasalle]

Exercised Jun 22 180 (900 pre-split) that I had bought for 15$

 

[Cape Coddess]

should I pick up more Tesla shares? or sell shares to take profit? That is the question

You could do both. Buy a few shares wait a few minutes and then sell 'em.

Edit: or vice versa

 

[thesmokingman]

Did someone flip the red switch on? The market is turning down...

 

[Krugerrand]

It's complicated. There are other factors. I've been doing this a long time. I absolutely believe myself, but thanks for your concern.

Ok, I can accept complicated. The passive aggressive attitude, though, not so much.

It’s perfectly reasonable to question someone who says one thing but does another. I’ve been at this a long time too, thanks for assuming I just fell off the turnip truck yesterday.

 

[Unpilot]

Why stonk go down?

 

[Rarity]

Boston Dynamics and Google doesn't (didn't) have Tesla Vision.

I think many of us (myself included) underestimate the importance of the work Karphaty has done. He created AI based on vision only. Tesla can literally sold this solution to different industries, agriculture (harvesting robots, workforce), military (T2 like attack drones), transportation (fsd)...

Its not only the final product (AI vision) here we have the infrastructure as well. By infrastructure I mean all developed software tools (auto labeling, computer clusters, data flows, storage...). Mind boggling.

I agree with all of this. I like the fact that Tesla already has reasonable scale on its robotic parts bin, especially the FSD and Dojo computers. Some other potential competitors may try to leverage their mobile parts, but I doubt those parts are capable enough.

That said, we need to be clear-eyed. Robotics is an infamously long lead time industry. Very fiddly. It's exciting, but I wouldn't put it in my valuation model just yet.

 

[thesmokingman]

Why stonk go down?

It's hard not to take profits with these kind of gains on the table.