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

[jbcarioca]

I disagree. No amount of bribes to the financial industry will satisfy them - my opinion is that the financial industry giants are blind to the dangers of global warming, looking only at protecting short term profits - similarly the not scientific random sampling I have done among well-to-do acquaintances and random people I interviewed on the spot is that they are at best dubious of claims of global warming being caused by human behavior. Nothing too surprising there as most people, especially "successful" people delegate responsibilities for most everything to specialists and people they know and trust. So this is the egg and chicken vicious circle.

Let there be no doubt, the US financial industry is in a full blown cold war phase with Tesla, as has been now clearly documented. This is also the reason Elon has chosen his approach, (1) no PR because the media is controlled by the FUD so anything Tesla says will be distorted and never corrected (like the NYTimes hatchet job that was completely debunked by Tesla, as they had the exact details of that writer's driving around the Tesla SC parking area to drain the battery, etc). Also (2) why Elon chose Shanghai China as its first foreign Giga Factory - this is the master move that enabled Tesla to become immune to Wall Street as they now have enough cash to be essentially self funded thanks to the huge Giga Shanghai margins and production.

To emphasize the point, Tesla doesn't need the ratings agencies imprimatur since they don't need to raise capital - the FUD can only depress TSLA's SP but that doesn't hurt Tesla, tho it may hurt TSLA shareholders who trade the stock or its derivatives. Long term it does not matter to Tesla, which is why Elon twitted "Believe in the future" (implying not necessarily the short term, alas for many of us on TMC).

The only sane approach would be for our government (ie we the taxpayers) help out the oil & gas industries employees (not their CEOs or investors, they have enough $ saved, and really ought to be claw back taxed for willful malfeasance/ loss of property, health, lives and despoiling of our environment). Not going to happen as far as I can see, until something drastic happens.

CANDIDLY YOU ARE MISSING THE ENTIRE POINT. There is not an 'Cold War' against Tesla. The world is not monolithic and conspiracies mostly do not exist. There are strong differences between interests.
The entire discussion prior to this political diatribe was about how to optimize the system. Specifically, the value to ratings, which actually has little to do with raising funds.

I am responding to this post as if it were serious. My grammar should indicate I do not regard it so.
It is sad that you, frequent creator of valuable comment, choose to ignore facts and issue raw polemics.

This is my last post on that subject, and I shall be surprised if my post may be regarded as excessive.

 

[capster]

…

I believe TA has value (if only because people follow it, which makes it a self-fullfilling prophecy), but that doesn’t mean everyone is good at it.

This is a good way to put it and I agree. If I’ve come across as poo-pooing TA, I didn’t mean to. I just don‘t think I‘d be good enough at it given how I’m inclined to think about things.

In fact, there might be something to TA, in addition to just people’s belief. For example, some folks might be able to discern patterns in birds flocking.

Of course, market dynamics will change with technology, e.g. faster data flows, and culture, e.g. Reddit driven retail participation. Then, the patterns may change a bit.

Personally and to continue with the bird analogy, I‘d rather bet on the destination of a migration. For example, I’d bet that an Arctic Tern in the Netherlands will fly to Antarctica.

Video from here:

Watch Waves of Information Pass Through Hundreds of Starlings — Nerdist

archive.nerdist.com

 

[Nocturnal]

Order filled - 68 @ $962....im tired of hearing my wife call me dumb for continuing to buy and the SP keeps going down!!

Would it help if we took a turn doing that?

Makes me want to do Uber now. I do let people know and ask them if they want a demo ride, but many are still afraid (obviously, it's an unknown). I think driver confidence goes a long way and is a great way to introduce FSD. Just engage, then after a few blocks say "Oh, by the way, I'm not driving this car..." I bet that works bc it's actually not robotic-like and often hard to tell who's driving. And that's likely an easier pill to swallow. Just keep them saying "No way!!!"

If the market keeps tanking I may have to.

 

[Mengy]

This is a great summary of investing during these last two years!!!!! I guess I'm a diamond hander!!!

 

[HG Wells]

Remember counting cars in Fremont and then in China ?
Now we get to count cars in two more locations.

 

[JustMe]

Omg I just noticed that RIVN is green

Over here, you dumb Netflix investors!

 

[StarFoxisDown!]

Remember counting cars in Fremont and then in China ?
Now we get to count cars in two more locations.

View attachment 758499

pssshhh........Giga Shanghai has been the one to watch this month. Wu Wan video's consistently show Shanghai busier than it's ever been. I'm thinking 75k out of Shanghai for Jan is possible, thought it may be closer to 72k.

Shanghai could do wonders for Q1 in terms of masking any sort of gross margin hit from Austin/Berlin and keep operational margin expanding from Q4 to Q1.

 

[Phobi]

Quality, quality, quality. People are looking for high ground in a sea of uncertainty. They were hoping NFLX was gonna be…and got disappointed. Next week, we will literally see a rising from the ashes.

 

[dl003]

Quality, quality, quality. People are looking for high ground in a sea of uncertainty. They were hoping NFLX was gonna be…and got disappointed. Next week, we will literally see a rising from the ashes.

Sounds awfully like poetry to me.

 

[Big Time]

Tried to do a min of research but does anyone know with any certainty if JPOW has a speech next week? Perhaps around ER?

 

[tivoboy]

Tried to do a min of research but does anyone know with any certainty if JPOW has a speech next week? Perhaps around ER?

meeting and questions next wednesday..

 

[StarFoxisDown!]

Tried to do a min of research but does anyone know with any certainty if JPOW has a speech next week? Perhaps around ER?

Yes....on the exact day of Tesla earnings actually. On Wednesday........I really wish Tesla would have done their earnings on Monday but oh well

 

[Big Time]

Do we know timing of his speech vs. when we historically see numbers released?>

He usually speaks in the morning?

 

[dl003]

Do we know timing of his speech vs. when we historically see numbers released?>

He usually speaks in the morning?

In the afternoon is when Powell speaks. It will be well before market closes. Earnings are due 5-10 minutes after close.

 

[Zextraterrestrial]

In the afternoon is when Powell speaks. It will be well before market closes. Earnings are due 5-10 minutes after close.

can't wait to hear how unrealistic and fake the Tesla $ #s are from 'TSAQtrolls...
finally(?) sold a couple of chairs @963 to sit on a LEAP couch . (J23 [email protected] sure what I'm doing but seems more interesting than just racing/if its good I'll get lots of CF parts too )
..also w/ these low TSLA numbers and my perception of costs(Inflationary wise) isn't TSLA trading at like $6-700 now!? most stuff is like 30-50% more

 

[tivoboy]

Do we know timing of his speech vs. when we historically see numbers released?>

He usually speaks in the morning?

Usually 11:00 PST.

 

[jkirkwood001]

Placed order to buy 2,000 shares at 950.

So close! Shoulda checked with @SOULPEDL first...? Good luck on your Limit Order (mine from yesterday was way less gutsy at 991!)

 

[SOULPEDL]

950 exactly as the (Edit: Put) volume suggested all day long. now there's some volume!
This is the sale price for a possible last chance. Not Advice.

 

[SmokyPeat]

Quality, quality, quality. People are looking for high ground in a sea of uncertainty. They were hoping NFLX was gonna be…and got disappointed. Next week, we will literally see a rising from the ashes.

I hope so. Preferably right after my ACATS transfer settles and I can lever into my favorite tech stocks. Looking for even more leverage on TSLA by picking up some LEAPS.

 

[lafrisbee]

December 21 $933.34