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

[Artful Dodger]

Is this even legal?
View attachment 760482

Yes, it is still legal to stub your johnson in 31 States.

/s

 

[StarFoxisDown!]

From the Q3 Earnings Call, this was my favorite tidbit from Zach:

"well, I mean the great thing that we're seeing in the space right now is there appears to just be quite a profound awakening of the desirability for electric vehicles. And I mean to be totally frank, it's caught us a little bit off guard. . . . And that kind of awakening and changing consumer sentiment, I'm sure there's lots of reasons that go into it, but folks want to buy an electric car and folks want to buy a Tesla right now"

What I like about this quote, was that it was Zach answering a question from an analyst; it was not part of his prepared statement . . it was ad lib.

I want to hear another golden nugget like this during the Q4 call.

Which also coincides with what some of the buy side analysts have said about what Tesla told them at the investors meeting Tesla IR had back in Dec. Watching what happens with margins over the next year is going to be pretty fascinating.

 

[Cherry Wine]

I would honestly prefer that the market just stay flat, even if what Powell says is dovish.

Give time for the dust to settle and for individual companies to prove their value/worth and see who takes the reign in moving the market higher over the next year or so

It might just stay flat at this point - we got a decent rally into today.

 

[JustMe]

Holy cow!

Algos liked the news

 

[Cherry Wine]

No shock and awe.

 

[Big Time]

Good report!!
So far market and TSLA responding good!

 

[Accident]

Rate unchanged. .25 bps soon. Nothing new about tapering. Time to buy calls.

 

[MartinAustin]

Fed news having a nice effect on TSLA. $986
Edit: ugh that didn't age well!!!

 

[wooter]

Press Release​

PDF
January 26, 2022

Federal Reserve issues FOMC statement​

For release at 2:00 p.m. EST

• Share

Indicators of economic activity and employment have continued to strengthen. The sectors most adversely affected by the pandemic have improved in recent months but are being affected by the recent sharp rise in COVID-19 cases. Job gains have been solid in recent months, and the unemployment rate has declined substantially. Supply and demand imbalances related to the pandemic and the reopening of the economy have continued to contribute to elevated levels of inflation. Overall financial conditions remain accommodative, in part reflecting policy measures to support the economy and the flow of credit to U.S. households and businesses.
The path of the economy continues to depend on the course of the virus. Progress on vaccinations and an easing of supply constraints are expected to support continued gains in economic activity and employment as well as a reduction in inflation. Risks to the economic outlook remain, including from new variants of the virus.
The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. In support of these goals, the Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent. With inflation well above 2 percent and a strong labor market, the Committee expects it will soon be appropriate to raise the target range for the federal funds rate. The Committee decided to continue to reduce the monthly pace of its net asset purchases, bringing them to an end in early March. Beginning in February, the Committee will increase its holdings of Treasury securities by at least $20 billion per month and of agency mortgage‑backed securities by at least $10 billion per month. The Federal Reserve's ongoing purchases and holdings of securities will continue to foster smooth market functioning and accommodative financial conditions, thereby supporting the flow of credit to households and businesses.
In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the implications of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international developments.
Voting for the monetary policy action were Jerome H. Powell, Chair; John C. Williams, Vice Chair; Michelle W. Bowman; Lael Brainard; James Bullard; Esther L. George; Patrick Harker; Loretta J. Mester; and Christopher J. Waller. Patrick Harker voted as an alternate member at this meeting.
Implementation Note issued January 26, 2022

Federal Reserve issues FOMC statement

Indicators of economic activity and employment have continued to strengthen. The sectors most adversely affected by the pandemic have improved in recent months

www.federalreserve.gov

 

[Big Time]

I think TSLA going to run up to 1050 prior to earnings

 

[ZsoZso]

Congrats to those who bought the dip in the past few days!
Unfortunately I was all in already, no dry powder and I have resisted the urge (it was hard, though!) to start using margin.
Bought a few calls (just 3 call contracts) for the first time in my life (stayed away from options until last week), we will see how my learning curve goes with these...

 

[wtlloyd]

Thar she blows!
Big hair time!

 

[2daMoon]

I can't find the conversion table. Was that a smidgen or a skosh?

 

[StealthP3D]

Recommended guidelines for posting tonight:

1. If in doubt, don't post or put it in off topic galore
2. Add value - don't post SP or quotes from the presentation
3. Group your points together into bigger posts
4. Don't post until you have caught up and confirmed it hasn't already been posted

Roadmap thread here:
Tesla EV roadmap

Battery discussion etc. probably best here:
Investor Engineering Discussions

What's wrong with posting quotes from the presentation? I always like to see what other members find valuable. Sometimes I see something important that flew right over my head the first time.

 

[Artful Dodger]

Did he say it was a cytertruck road map, or a road map for all products? I had thought he just mentioned cybertruck road map

"product roadmap update"

Elon Musk on Twitter: "@jhall @WholeMarsBlog Product roadmap update on next earnings call" / Twitter | 12/3/2021

So technically, Elon didn't say the "he" would be on the Call, just that there would be a product roadmap updata...

Cheers!

 

[MTL_HABS1909]

I think TSLA going to run up to 1050 prior to earnings

Sorry, but I think there’s zero chance of that happening.

Edit: And we’re now below where we were prior to the “pop”….

 

[TheTalkingMule]

MM's will try to keep the top on this afternoon while everyone and their mother starts buying calls. Get ready for max pain to move up quite a bit.

Hopefully this feeds back on itself with MM hedging the new calls and hedgies covering short positions. They will not be buying my shares.

 

[TheTalkingMule]

TSLA moving with QQQ on the Fed news, up and then back. Let's see when we diverge.

 

[Tyler34]

I think TSLA going to run up to 1050 prior to earnings

We have rules against these types of posts for a reason!

 

[mongo]

Elon Musk on Twitter: "@jhall @WholeMarsBlog Product roadmap update on next earnings call" / Twitter | 12/3/2021

So technically, Elon didn't say the "he" would be on the Call, just that there would be a product roadmap updata...

Cheers!

Annnnndddddd......
Q2 2021 call: Tesla (TSLA) Q2 2021 Earnings Call Transcript | The Motley Fool
"I think also, I'd like -- this is the last time I'll do earnings calls, but this is the -- I will no longer speak, default, during earnings calls. So obviously I'll have to do the annual shareholder meeting, but I think going forward, I will most likely not be on earnings calls unless there's something really important that I need to say."

So, hopefully he's there, I like important. Factories are important. Cybertruck is important. And dang it, my entertainment is important!