Yeah his roadmap update is probably going to be a negative update vs a positive one. I mean it was in the context of "Oh man supply chain shortage problem is crazy and is not over". The roadmap update is the last thing I am looking forward to.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Some expect Model 2 or whatever but I really hope not. I don't want to see any new products until CT and Semi are being built. I hope we get news on those, and it's going to be a disappointment if the answer for either is "2023".
mltv
Member
Tesla Giga Berlin-Made Model Ys in New Deep Colors Continue to Arrive in Factory Yard
Although Giga Berlin has not yet officially launched, Tesla continues to manufacture Model Y there for test purposes. Dozens of cars painted in the new colors are in the factory yard, indicating that the factory is ready for mass production.
www.tesmanian.com
After listening to Dan Ives' interview, I really feel like that guy understands tesla pretty well which was pretty shocking to me considering so many people who follows the company closely still expects a Model 2. How did all these guys got beaten by a stock analyst who covers like 50 different stocks?
RobDickinson
Active Member
There will be a smaller golf sized city tesla.
It's absolutely clear.
When..? Who knows
It's absolutely clear.
When..? Who knows
I kind of like these price actions. I am in the process of transferring my TSLA stock from an Educations Savings Account to my Tax Free Account. Only way to do it is to sell in one plan and buy in the other. I am doing that in batches but the other way round. Bought today in the Tax Free savings account right at a low point and gave a limit sell order in the education savings account for the same number of shares but at a higher price. So basically I am HODL-ing but making money at the same time as the number of shares I am having in the long run does not really change.
thesmokingman
Active Member
Our 13 yr old has already decided she wants one lol.
woodisgood
Optimustic Pessimist
If anything, the update may temper what will otherwise be blockbuster earnings. For those that are looking for short-term excitement.
Elon is not interested in the stock popping off right now so he’s not going to go out of his way to announce things (new products, robotaxi plans, stock split, etc.) that would get the market overly excited. Maybe later, but not now. Just my opinion. That may lead to disappointment for some.
If you pre order now she might get it for her 21st birthday
woodisgood
Optimustic Pessimist
Franz and team haven’t been sitting on their arse all this time…Tesla will have plenty to show and tell when battery production allows.
lafrisbee
Active Member
The way Elon stopped answering questions about the Cyber(nota)truck was seen by me as he did not want to speak too soon about the improvements, and it was going to be a "goodtime" talk.
Also, Elon did tell that he thinks future product roadmap at Tesla is exciting at the Berlin event. So, I assume it will be some general statements like "Tesla will make EV for all categories like delivery van, vans etc. in the future. "
Dang it, now I want to buy back in now that the price has cratered
Robotics, AI, Batteries...
A company building a platform for sustainability and the innovation that comes from it.
Todd Burch
14-Year Member
You may be right, but that also makes me wonder, if this is true and the news is negative, why would Elon pre-announce it in early December/late November (whenever it was), so far in advance? Situation could change after a few months. And if that were the case, how was production so high in Q4? Again, you may be right, but I'm leaning toward it being about 4680 production starting to come online. Like "we've got it all figured out and we're ramping, but it will take a year to reach full production speed."
Teslarati - today: Tesla’s workforce expansion at Giga Shanghai will grow ‘new model’ line by 50%
Excerpt:
Tesla’s workforce expansion at Gigafactory Shanghai in China will grow the electric automaker’s “new model production area” by 50%, from 6,000 to 9,000 employees. When the expansion plan is complete, Tesla will employ 19,000 workers at the facility.
Excerpt:
Tesla’s workforce expansion at Gigafactory Shanghai in China will grow the electric automaker’s “new model production area” by 50%, from 6,000 to 9,000 employees. When the expansion plan is complete, Tesla will employ 19,000 workers at the facility.
What can I say, Elon is a fan of preannouncing bad news. We had one just recently with his stock selling. The amount of cold water he throws on exuberance on twitter are plenty.
However, Elon also likes to talk about that difficult journey and there's a part of me thinking perhaps he wants to express how difficult it has been and how Tesla's team overcame that challenge. That's also his thing....
Anyways. leaning toward negative and as what MJ said, expect disappointment and you'll never be disappointed.
Knightshade
Well-Known Member
FWIW my expectation is the news will generally be positive, but absolutely be spun in the headlines as stuff being late, delayed, or problematic.
Like call will be 95% about how margins are insanely great, revenue and profit is through the roof, 50% CAGR guidance continues, and all major 4680 obstacles are now solved and the ramp can start... but all the headlines are gonna be garbage like "Musk admits cybertruck is years behind Rivian" because mass CT production not coming till 2023 or some such nonsense
All right I bought. Time to take it up to $1500
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