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

[Big Time]

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Tesla Investor Relations

Tesla's mission is to accelerate the world's transition to sustainable energy. Today, Tesla builds not only all-electric vehicles but also infinitely scalable clean energy generation and storage products.

ir.tesla.com

 

[generalenthu]

Sneaking in my thoughts on JPOW before earnings. The market is overestimating how quickly rates can go up. There was a HUGE fiscal stimulus which has abruptly stopped, from unemployment, childcare payments, and other covid relief support.

All of that pretty much stopped on a dime in the last few weeks. This has historically resulted in several labor market metrics to look very tight. JPOW is basing his policy on this, but I am a bit disgusted that none on the Q&A panel brought this up. This is the biggest risk to the forecast IMO.

Really the elephant in the room, and no one touched it.

 

[thesmokingman]

That was funny, on CNBC Josh was beside himself as he called Tesla a safety trade despite it's known as a volatile stock.

 

[ZachF]

Now the refreshing begins…

 

[TheTalkingMule]

CNBC is hilarious. Poor Mike Santoli recycling the same talking points from 2016. Tesla is "selling the dream".

Are these earnings not real?

 

[Phobi]

That final minute felt like an eternity lol

 

[Tyler34]

Get those f5 keys ready

 

[TheTalkingMule]

So great we get to watch Santoli's face when earnings are announced.

 

[JustMe]

I'm calling for another vote to boot @EVMeister over this atrocious dad joke.......who's with me?

I have no interest in that

 

[henchman24]

Alright... let's see how >$3 EPS changes things!

 

[Mengy]

Get those f5 keys ready

Nah, I just have Tesla Daily's livestream running on the TV. Rob will let me know when the report is out!

 

[Cherry Wine]

Sneaking in my thoughts on JPOW before earnings. The market is overestimating how quickly rates can go up. There was a HUGE fiscal stimulus which has abruptly stopped, from unemployment, childcare payments, and other covid relief support.

All of that pretty much stopped on a dime in the last few weeks. This has historically resulted in several labor market metrics to look very tight. JPOW is basing his policy on this, but I am a bit disgusted that none on the Q&A panel brought this up. This is the biggest risk to the forecast IMO.

Really the elephant in the room, and no one touched it.

Agreed on the overestimation, but I think I know why: investors are deathly afraid of being the ones left holding the bag before a correction because of faster-than-expected tightening.

 

[replicant]

It's out:

https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

 

[TheTalkingMule]

Well look at that, everyone's covered and we're nearly back to $962 just before earnings are announced.

 

[2daMoon]

Sure got quiet around here.
AH is headed in the right direction.

Edit: scratch that direction comment

 

[saniflash]

30.6% automotive GM

 

[Featsbeyond50]

That was funny, on CNBC Josh was beside himself as he called Tesla a safety trade despite it's known as a volatile stock.

I'm scared s***less to own anything else.

 

[Chunky Jr.]

We've had 5 sessions so far this year with a swing of 80+ points. There were 13 of those in all of 2021.

 

[ABC2D]

.... and we are down to $887

 

[HG Wells]

WOW down 50