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

[Spacep0d]

I don't want to jinx it, but we're on pace for a $30K+ stock price at the end of the year.

Did you mean $3k, as in $3,000?

 

[ZachF]

We’re up over $600 in pre-split price today!

 

[Spacep0d]

It will be curious to see how TSLA reacts when the news of either Austin and/or Berlin begin production. My gut tells me the stock won't move at all until production volumes are reported end of quarter, BUT a little devil on my shoulder also thinks the stock will immediately rocket up given the reality of new found production capacity actively being used.

We will likely know the answer this month!

The stock price is already up about 130 points....and it'll boost based on Elon's stock sale being complete (as of 12-28), record 2021 sales/earnings, and the imminent ramp of Berlin and Austin. I expect a whole lot of growth for 2022. I'm looking forward to when my $1200+ buys feel like a bargain.

 

[M|S|M MYP]

Just wanted to pop in to say Congrats to all longs!!

 

[M|S|M MYP]

Did you mean $3k, as in $3,000?

No...he meant $30k....$100+ moves to the upside per day x # of trading days = $30k+ SP

 

[Chunky Jr.]

Did you mean $3k, as in $3,000?

~250 trading days in a year * $120 gain = $30,000

 

[M|S|M MYP]

This is what $TSLAQ has come down to.....Bullish AF

 

[Singuy]

This is what $TSLAQ has come down to.....Bullish AF

View attachment 751500

TslaQ TLDW bloombergTV so we don't have to.

 

[ZsoZso]

~250 trading days in a year * $120 gain = $30,000

O ye of little faith, keep thinking in linear growth...
Tesla is all about exponential growth. So, come on and calculate where we end the year with 13% growth per day compounded!

Spoiler

1.86e+16

 

[Cherry Wine]

Brokerage account gains today equal to 4x my annual salary...wow.

 

[MC3OZ]

We are buyers of this sort of industrial equipment and are pleased that we see some nascent attempts to electrify small farm tractors, lawn mowers, chainsaws, and even a skidsteer (Slovakian company).

However, it is going to be hard to electrify at scale so for modeling I would use the light vehicle market space and not include industrial. Take our forestry equipment. We work and park sometimes miles from a powerline and we move every month, depending on market forces. We might use 100 gallons of diesel a day per machine and we bring that to them in a F350 with a fuel transfer tank. Not the thread for detailed problem analysis but its a real problem when thinking of electrifying.

If Tesla, or anyone, could realistically derive a solution whereby we could replace diesel in a heavy equipment application it would significantly increase the addressable market space. I think farm tractors would be an application especially now that LiFe are coming. Farm tractors generally go to a barn or equipment yard every evening like cars. Anyway from an investment perspective, Tesla, in it's current offering is clearly focused on the light vehicle space and for Tesla investors I'd model just the light vehicle space and focus on the energy savings there.

For farm, earthmoving and similar applications, self-docking swappable battery packs are a possible solution.

Cargo ships are likely to use ammonia combustion engines and we might see ammonia engines, ammonia powered generators, or fuel cells.

Tesla has plenty of light vehicle models they can make and plenty of scope for expansion.

For now, others are addressing electric farm equipment, but if good enough solutions don't emerge in a timely fashion, or if Tesla thinks they can do it better, this might be in the next master plan.

 

[Spacep0d]

No...he meant $30k....$100+ moves to the upside per day x # of trading days = $30k+ SP

LOL. Bring the 30k SP!

 

[TheTalkingMule]

I think I just saw Jim Chanos turning tricks behind the 7-11 in Jersey City. Sad sight.

 

[tivoboy]

If we get over the $1210 level, I‘ll sell the whole position (500 shares) bought just before Xmas at $895. gotta stick with discipline.

 

[MartinAustin]

The prior high is $1201 on November 22nd. If TSLA climbs past that, the prior high is the actual ATH from November 4th

What is the "$1200 call wall" ?

 

[ZeApelido]

Just remember on days like today where we are raking in massive amount of money, there are real people on the other sides of those trades.

And they live in bathrooms.

 

[dhanson865]

How many years of early retirement will Tesla give you? That should hopefully give you some time to spare.

all of them, oh wait you said early. Well it will give me any years of early retirement I choose to take and it will be 99% of my total retirement funds.

Sorry, I guess I answered a question you didn't ask.

 

[Buckminster]

https://twitter.com/x/status/1478070197793796097

 

[UltradoomY]

The prior high is $1201 on November 22nd. If TSLA climbs past that, the prior high is the actual ATH from November 4th

What is the "$1200 call wall" ?

We won't know what it is until tomorrow.
Open Interest is only updated every morning - however the volume on the $1200 Calls is 109K so far. Some of that is buying and selling of the same contract but a lot more will be new Open Interest added.

 

[ZeApelido]

If we get over the $1210 level, I‘ll sell the whole position (500 shares) bought just before Xmas at $895. gotta stick with discipline.

Like your "discipline" in 2019 that said the stock wasn't going above $250 (pre-split)?