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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Here's the humorous part to me..........Tesla is all of 2% lower than where it was just a month ago......meanwhile the Nasdaq is down 18%
It feels terrible right now but we're pretty much right back where we were a month ago......and we all know what can happen in a month with TSLA
It feels terrible right now but we're pretty much right back where we were a month ago......and we all know what can happen in a month with TSLA
ZachF
Active Member
GM down 6%, Ford down 7%, Rivian down 12%, Lucid down 6%
I didn't use margin but got more at $862 also - but just about out of powder now.
Yesterday spotted my first Rivian in our home town. Driver says she traded her F-150 for it, uses it to tow her race car to the race track. She was charging at a electrifyamerica charging station at Safeways while shopping. Did not buy the camping or kitchenette. Does not work for Rivian. Says she never knew why people were so excited about electric driving, now gets it.
Happy to see real end customers driving their cars.
Agree, but I think they can at least read. It was correctly quoted off the slide.
Panasonic will invest $705 million to launch Tesla 4680 battery production in 2023
Panasonic will invest as much as $705 million on new production facilities in Japan as it plans to build Tesla’s new 4680 battery cell as early as 2023, new reports said. Tesla unveiled the 4680 battery cell at its Battery Day event in September 2020. The new chemistry had five times the energy...www.teslarati.com
Panasonic confirms plans for Made-in-Japan 4680s. Ignore the usual "Teslarottie" fact-free ad-libbing: No, the "new chemistry" is not 5x more energy; the new cell has 5x more volume.
Sheesh. Q. What's the difference between an Art's Majors and a used car salesman? A. The used car salesman KNOWS when he's lying to you.
Cheers!
But I thought they meant Energy Demand.
This 4680 be hungry for power!
MTL_HABS1909
Active Member
Except a month ago, we didn’t have the most amazing P&D report in the history of the company and incoming HUGE earnings beat, all while the rest of the industry is in a downturn. It’s never been clearer how dominant Tesla is, yet we’ve been hit harder than all the rest. Makes ZERO sense unless you (correctly) assume there is heavy manipulation going on.
Tesla in Turkey. Couldn't post a link. This is a place I would love to visit again with more superchargers. EVs makes economic sense since they import fossil fools.
It doesn't matter. If Wall St wants to compress TSLA's forward P/E into a such a low range to where the stock is then forced upwards on every single quarter going forward well then good luck to them. We're effectively at a Forward P/E of 50 right now. Which will continue to drop every single quarter going forward, relentlessly because TSLA's earnings are only going higher. The jump from this upcoming Q4's EPS to 2022 Q4's EPS will be massive.
They'll be the ones chasing TSLA higher quarter after quarter when Tesla continually keeps smashing Wall St low expectations.
The reality of the situation is that Wall St wanted to pummel TSLA much more than they were actually able to do during 2021 and now 2022. I feel super fortunate that Zach/Drew made the business into a monster of efficiency in 2021 because it saved the stock. If this market correction/crash had happened BEFORE those P/D numbers were out, TSLA would have started it's rally from the 700's, possibly high 600's.
MTL_HABS1909
Active Member
I’ve decided to wait and see if we hit the -10% uptick rule before using margin to buy more. I have a feeling they’re keeping it just slightly above that level to ensure that they can continue to manipulate it lower before earnings.
Edit: Just want to point out that they just did it AGAIN. We stopped just shy of -10%.
Edit: Just want to point out that they just did it AGAIN. We stopped just shy of -10%.
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Tesla to restructure Turkey branch, launch all 4 models this year
The electric automotive giant Tesla will soon bring all its models to Turkey via a branch of Tesla Motors in the country.Most recently, Tesla boss Elon...
www.dailysabah.com
I went for the test drive today. The delivery centre was absolutely buzzing with customers. Usual Tesla efficiency: QR code to register and test drive route already on the car's satnav. I spoke to the Tesla woman about demand. Well! This place initially had opening hours of 9 - 5 but with the interest in the Model Y, they have extend to...get this, 8 a.m. till 10 p.m.! She says they are having difficulty booking everyone in, much busier than with the Model 3. In the UK there are only a limited number of RHD Model Ys so the delivery centres are being rationed in terms of how long they can keep them. They all come from China.
I posted a couple of days ago that the second best selling car in the UK in 2021 was the Model 3, behind only the Vauxhall Corsa. On the basis of my visit today appetite for Teslas is only getting bigger. The UK is mad for Tesla!
(Clearly the share price didn't visit the Manchester delivery centre today)
All stocks are getting smashed.
When stuff like this happens you don't sell what you want to sell, you sell what you can... in this case, everything.
There is no stock specific manipulation going on here outside of what has happened everyday on Wall Street since is was founded.
Sell everything. Buy back quality at the bottom. Standard script.
I expect TSLA to lead the market forward at some point. Can't tell you exactly when. Need to see those blowout earning for sure.
Yup, I actually expect TSLA to take the mantel from Apple and FAANG later this year as the stock that supports the market.
MTL_HABS1909
Active Member
I don't know if TSLA will take the mantel from FAANG (this year!) but they certainly will be joining them up there on that mantel.
this sell off is not about p/e,
its about liquidation and margin calls
and fear and get me out at all costs.
jpm has a p/e of 9 and it too is getting hit.
its about liquidation and margin calls
and fear and get me out at all costs.
jpm has a p/e of 9 and it too is getting hit.
For those who have seen enough SP tear down, the Munro plaid tear down has started. Immediately interesting. Ladies and Gentlemen, Tesla introduces the superbar, both a constructionAl element and air storage tank for the air suspension.
Wooloomooloo
Member
Or, and I'm just spitballing here, that was already baked into the $1trn+ price.
Most, if not all downward pressure right now, is macro. Plus TSLA is slowly moving from speculative to growth/value. Nothing will happen on earnings day that will make people think "OMG, $1200 was a bargain".
But you can stick to "consipiracies... conspiracies everywhere" if you'd rather not get to grips with basic economics.
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