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

[Discoducky]

Its kinda ironic, at the time Potus is arranging how best to shovel gov money to bail out ford and Gm tesla are going to be releasing killer Q4 numbers.

Its like a bad movie plot that keeps getting badder and badder or funnier and funnier if you know it is meant to be funny.

Kinda like the movie "Howard the duck".

Ok, can we not talk politics now please?

 

[OrthoSurg]

A correction of 25% in growth stocks is probably pricing 2 hikes of 0.25? I thought the discount rate made growth stock drop around 8% for every 0.25 increase?

If they announce 3 x 0.5 they will collapse even more. If they announce 3 x 0.25 starting March there will be a slow relief I believe. Now they have to decide to send the stock market into a crash and drop pension funds to fight inflation strongly or accept a higher inflation and maintain the actual correction.

Sorry, meant 3 hikes

Couldn’t edit.

 

[Skipdd]

Its like a bad movie plot that keeps getting badder and badder or funnier and funnier if you know it is meant to be funny.

Kinda like the movie "Howard the duck".

Ok, can we not talk politics now please?

I see these actions by the legacy US auto firms as a gray background to the bright light of Tesla’s path. I have never been more confident in the success of Tesla. The more legacy auto dithers, the greater the gap grows between Tesla and its competitors.

 

[Paul_SF]

https://twitter.com/x/status/1484321955343785986

 

[MC3OZ]

Interesting video about working at Tesla as a mechanical design engineer,

 

[Big Time]

Is it ER yet? LOL been saying that for..... two weeks?

 

[bruce4000]

Sorry but I’m hoping for a sell the news day after earnings ( I have some money coming available on Friday!)

 

[Discoducky]

I see these actions by the legacy US auto firms as a gray background to the bright light of Tesla’s path. I have never been more confident in the success of Tesla. The more legacy auto dithers, the greater the gap grows between Tesla and its competitors.

You had me at 'dithers'. Engineers might know why. Great word to describe them.

 

[thesmokingman]

Interesting video about working at Tesla as a mechanical design engineer,

That's actually a great intro to ME. Gonna forward this to my hs senior whose leaning towards ME or CFD.

 

[ZeApelido]

Big bump in peak supercharging rate!

https://twitter.com/x/status/1485475093069410304

 

[Ogre]

Big bump in peak supercharging rate!

https://twitter.com/x/status/1485475093069410304

This likely won’t help existing Model 3/ Model Y owners much due to tapering, but for people who bought the newer S and X and likely any of the newer Model Ys from Texas should be great news.

 

[mongo]

This likely won’t help existing Model 3/ Model Y owners much due to tapering, but for people who bought the newer S and X and likely any of the newer Model Ys from Texas should be great news.

Also for Cybertruck owners, not that they (the owners) exist yet.

 

[Artful Dodger]

Opinion Microsoft stock’s post-earnings roller-coaster ride won’t be the last | Marketwatch.com (Published: Jan. 25, 2022 at 8:54 p.m. ET )

As investors toughen out the current market volatility, it’s becoming clear the only thing that is going to matter this earnings season is tech companies’ forecasts. Investors know they likely put up record profits and revenue in 2021 as the COVID-19 pandemic continued to push us all online, but they need to know what is expected ahead in tech, where many stocks have been overheated and overvalued.

And they are willing to send stocks on wild lurches both ways as they figure it out.

“In this jittery market, we will see every tech print initially viewed as glass half-empty,” Wedbush Securities analyst Dan Ives said in a note to clients.

MSFT A/Hrs Chart20:00)



TSLA A/Hrs Chart20:00)




TL;dr Kabuki Theatre on the Hudson continues tomorrow after the Close...

Cheers!

 

[Ogre]

Also for Cybertruck owners, not that they (the owners) exist yet.

This guy is bragging about driving his around the Austin area…

https://twitter.com/x/status/1486143850368360448

 

[Tommy O]

This guy is bragging about driving his around the Austin area…

That guy is crazy. Pay no attention to him.

 

[Tyler34]

This guy is bragging about driving his around the Austin area…

https://twitter.com/x/status/1486143850368360448

Don't worry, he's banned from here for numerology.

 

[jamaatta]

That guy is crazy. Pay no attention to him.

To ignore him is the way.

 

[Discoducky]

That guy is crazy. Pay no attention to him.

It's just a muddy field he was driving in...

(And yes I said something to Lara on Twitter today as well on that topic)

 

[insaneoctane]

I do think customer service is a potential concern going forward, given the massive continued sales numbers. Hoping that the extra $ being spent on service centers covers that aspect. As an aside to all of us cheering for the new factories to open NOW NOW NOW- "they'll be ready when they're ready". Opening them too soon causes service and PR nightmares. As my software manager reminds me, "We can deliver late but we cannot deliver wrong."
The other main negative in the editorial that the writer pointed out was the massive fail on delivering an FSD that lives up to Elon's early and continued promises, 'very shortly now' causing disillusion and the crumbling of the stock -> company.
IMHO both arguments are fact based, and have already been mooted about here muchly. I have gathered that this forum disagrees on the magnitude and risk of those 2 items. As for me, I have placed my powder behind Mr. Musk for the next 3 years at least. I think this company succeeds based on its cars, cost, and model independently of FSD.
One thing that bugged me was that the article claimed Tesla HAD to deliver 2 million cars this year to hit their targets. That would be 100% growth, not 50% growth as stated by Tesla, so I think either the writer's or my math is way off.

We need a good question asked via SAY during earnings that asks Tesla if they are committed to a service center quantity / capacity per unit sold...what that ratio has been historically, what that ratio is today, and what that ratio needs to be in the future. Additionally, they ought to be asked to report the progress against such a metric, periodically in the future....or something like that.

 

[Artful Dodger]

That's a stunning revelation. Do you know anything more beyond what's in your tweet?

Well, WE know alot about the installation timeline for the Model Y (6,000 ton) Gigapresses. The 2ND Giga press installation at Giga Texas was back on April 15, 2021: (over 9 months ago)

Tesla Gigafactory Austin 4K Day 267 - 4/15/21 - Terafactory Texas - GIGA PRESS #2 AT GIGA TEXAS! | Joe Tegtmeyer (YouTube)​

Further, we'd expect the new and larger (8,000 ton) CT giga presses to require extra time for testing and commissioning, since this is their first application (including by the Manufacturer, IDRA).

TL;dr CT trial production end of 2022ish, start of volume production in 2023. Nothing to see, move along...

Cheers!