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

[ZachF]

Guys, the bad news is that share price in 2028 will only be $500.

The good news it that this will be after a 10x split.

If you’re feeling frustrated, just zoom out.

 

[elasalle]

GM winning the propoganda war today

now this too in my feed ...

GM CEO Mary Barra takes first autonomous car ride with Cruise: 'It's just surreal'

"It's just surreal," GM CEO Mary Barra says while testing one of the company's driverless cars in San Francisco, calling it a highlight of her career.

www.cnbc.com

+ GM has 7Billion investment in cars and batteries, it has FSD
... Tesla seems so ordinary

 

[Cherry Wine]

I think people are conflating Elon's answers to questions on the $25K car such that they think Tesla isn't working on it because they think they'll solve FSD this year.

In reality, I think Elon responded directly to the question by affirming that demand for existing products is so strong, and will allow such a high volume ramp, that there's no need to release or even talk about a $25K car at this time, which would only lower output and take sales away from higher margin vehicles (makes perfect sense). And as part of that process, his mind instantly goes to: "When we solve FSD, a $25K car becomes moot."

It takes careful parsing to separate the two, and I think one could be forgiven when interpreting his answer as: "No $25K car because FSD!"

Substantiating this interpretation, we have:

 

[larmor]

The Market always looks for growth, improving margins, and profitability and rewards those companies. And for Tesla by rewards i mean undervalues so that you may buy in. You are welcome.

 

[rolfrenz]

What is max pain for tomorrow?

$1,000.00 according to maximum-pain.com. Will MM get us there?

 

[TheTalkingMule]

Forward PE(ex 4Q tax expense) is now below 75.
Current growth rate is 87%.
Lol.

 

[MP3Mike]

$1,000.00 according to maximum-pain.com. Will MM get us there?

That is completely out of date, and we won't get an update until 7 AM ET tomorrow. (But it will be going down significantly based on the strikes/volumes traded today.)

 

[Big Time]

Mb we will get a NETFLIX style rebound

 

[Nolimits]

This market is nuts. Looking like it’ll test 815ish tomorrow huh…. Is it Monday yet.

 

[S3XY]

I'm pretty sure nobody ever likes Tesla ERs or events. If you are always disappointed then perhaps it's your expectations that need to be adjusted?

At least the mics were improved. This was probably the first time I could hear every word. Then again, maybe that was the problem with this one.

 

[Cherry Wine]

Substantiating this interpretation, we have:

View attachment 761022

I want to add that I think it's telling that Elon feels compelled to undertake some damage control on this topic today. Martin Viecha's phone is probably blowing up.

 

[tivoboy]

That is completely out of date, and we won't get an update until 7 AM ET tomorrow. (But it will be going down significantly based on the strikes/volumes traded today.)

true, there has been a LOT of put buying today and yesterday before ER

Maybe everyone got the dates wrong? Last Friday MP was $850, we closed ~ $1000. This Friday MP says $1000 (although this is going to change by tomorrow AM), we could close at $850 (or lower)..

 

[Unpilot]

I will be stocking shelves all night....please keep post's to a minimum so I can read then when I get home.

#WallmartTeam

 

[ZachF]

This market is nuts. Looking like it’ll test 815ish tomorrow huh…. Is it Monday yet.

My guess is that it will probably hover to whatever max pain ends up at, and that will probably be up slightly.

 

[Drumheller]

Anyone willing to let me clean your couches for you tonight? I would like to buy more shares at this price. This is a sale that is starting to feel like the May 2019 sale. Unbelievably underpriced.

 

[M|S|M MYP]

To sum up January after we hit $1200:

 

[Artful Dodger]

Gap filled now to Oct 15, 2021:

SP dn > $100 for the day now, < $20 to reach the MA(200). No support from the "Uptick Rule" (Options market makers have their own special SEC "exemption" which allows them to continue reflexive short selling when they sell a Put contract to a trader who doesn't even pwn the stock).

Have I missed anything? This is EXACTLY the script hedgies used last January, and as I predicted they would back during the Oct/Nov runup. Rince, Repeat. Ignore the earnings report. Do whatevers, regardless, and w/o consequences.

But Elon added 200K twitter followers today, so there's that...

 

[Boomer19]

Hopefully, his food poisoning has cleared up by late today, although I think he might just have moved on to indigestion.

so what are the next levels of support?


can we just go straight to 0 and hit the reset button? this is a video game at this point, right?

 

[Boomer19]

What is max pain for tomorrow?

$32

 

[SOULPEDL]

I think it takes too long to get one up and running. And Elon did make a comment on the call something along the lines of "you wouldn't believe how many fabs were under construction". Which is probably why they think chip supply won't be an issue by next year.

So if they started building one now, it wouldn't be done before the supply crisis was over. i.e. not a good use of capital.

Yes, very expensive and slow to build a new Chip FAB.

Crammer was on this morning speculating how Intel Corp might be too late with their new factories. He felt the lack of supply today was from double bookings, and that chip supply returns Q3 (or Q4 I think he said). Intel is also constrained by both die and substrates (3rd party, for the chipsets).

I personally experienced vanishing inventory (rapid, mass hoarding of key components I needed). My supplies return this Sept. That date keeps coming up as well with other backorders. Transitory I say, and I agree with Crammer this time. Chip production could easily be excessive in '23, just in time to light-up all those Tesla Factories!