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

[Artful Dodger]

What Mancin[sic] thing?

How Washington Reacted To Joe Manchin's Deal With Chuck Schumer | Coalbear on Utube (0:47)

 

[The Accountant]

https://twitter.com/x/status/1552821697199632384

 

[Artful Dodger]

U.S. GDP report is 'exactly' what the Fed wanted to see, says iCapital's Anastasia Amoroso | CNBC Television

 

[ZachF]

https://twitter.com/x/status/1552769333209726978

Here’s what those revenue numbers look like adjusted for inflation:

+30% Tesla
+4% Google
+3% Microsoft
+1% S&P 500
0% Netflix
-2% Amazon
-7% Apple
-10% Facebook

 

[henchman24]

Here’s what those revenue numbers look like adjusted for inflation:

+30% Tesla
+4% Google
+3% Microsoft
+1% S&P 500
0% Netflix
-2% Amazon
-7% Apple
-10% Facebook

Why is Tesla hit worse?

 

[traxila]

Here’s what those revenue numbers look like adjusted for inflation:

+30% Tesla
+4% Google
+3% Microsoft
+1% S&P 500
0% Netflix
-2% Amazon
-7% Apple
-10% Facebook

Think of the job that inflation is doing on the US debt. Sounds like three or four trillion dollars up in smoke over the past couple of years. While hitting record tax collections.

Not that any of this was done purposely...

 

[henchman24]

The bears of the market are going to want to push the Nasdaq below 12,150 and SP500 (staying) under 4,100... also means a push under 850 for Tesla. Anything above those would be very bullish for the next couple weeks.

 

[Artful Dodger]

PCE index shows annual U.S. inflation rate of 6.8% in June | Marketwatch

Rise in U.S. employment costs slows in second quarter | Marketwatch

 

[CorneliusXX]

Remember to get your tickets early.

https://twitter.com/x/status/1552996385464655872

 

[2daMoon]

Steven goes into substantial detail about vertical integration, how it benefits Tesla, and how other OEMs will likely be bankrupted because of not groking this key method Tesla has mastered.

A wonderful synopsis of the myriad factors with examples of how and where other companies have dropped the ball, and why Tesla continues to shine.

Anyone who doesn't have a good understanding of the advantages that vertical integration provides would benefit from this video.

 

[2daMoon]

Remember to get your tickets early.

https://twitter.com/x/status/1552996385464655872

So, Elon's team got their requested push-back date. Yay!

Did the judge also grant their request to force Twitter to provide discovery materials in a timely fashion?

 

[lascavarian]

I think their fate is sealed either way so it is good for them. It will buy a few years. It's going to be fascinating to see just how long Toyota can remain in existence.

I will preface this by saying I have no idea about Toyota patent status related to PHEV transmissions.

It could be that Toyota gets patent revenue related to PHEV transmission tech Developed for the Prius.

PHEV service will help dealers also. The clock ticks however…

 

[Discoducky]

Rob Maurer with an excellent breakdown of the new Clean Car Rebates (notice I didn't say EV):

EDIT - basically PHEVs with battery packs as small as 7kWh can qualify for the full credit, as long as they are assembled in North America, and sufficient source the battery minerals from the USA or a "free trade" partner (scales up over time).

Yeah, Toyota is going to LOVE this bill.

Full credit for 7kWh hybrids is simply ridiculous. I think they missed a decimal point.

It should be 70kWh or more for full credit.

If 7kWh stays the threshold it will be essentially giving money to legacy ICE to stay in business.

 

[TheTalkingMule]

Seems like when we're held down in the premarket, there's an immediate pop when market opens.

Can you simply buy at $846 in the premarket and sell at $852 at 9:33?

 

[cusetownusa]

Full credit for 7kWh hybrids is simply ridiculous. I think they missed a decimal point.

It should be 70kWh or more for full credit.

If 7kWh stays the threshold it will be essentially giving money to legacy ICE to stay in business.

Or simply can't have a fossil fuel burning engine in it. There is a place for shorter range commuter EVs with relatively small battery packs but 7kWh is ridiculous, especially considering it would be paired with an ICE.

 

[Usain]

Andrew Yang is asked if Elon is backing the new "Forward Party". Yang wouldn't confirm or deny at this point, but it sounds to me like Elon is playing a role in this new third party.

Question about Elon is at 5:55.

 

[The Accountant]

Core PCE came in a little hotter than estimates (4.8% vs 4.7%).
I don't mean to trigger @StarFoxisDown!, but this probably creates enough ammunition for MM/Hedgies to keep TSLA capped at 850 today. Let's see.

 

[henchman24]

Core PCE came in a little hotter than estimates (4.8% vs 4.7%).
I don't mean to trigger @StarFoxisDown!, but this probably creates enough ammunition for MM/Hedgies to keep TSLA capped at 850 today. Let's see.

But at least it isn't 805!

 

[bkp_duke]

Oh gee . . . look at that MMD.

MM's defending 850 hard. Would love to see them steamrolled.

(goes to shake cushions in sofa)

 

[bkp_duke]

Full credit for 7kWh hybrids is simply ridiculous. I think they missed a decimal point.

It should be 70kWh or more for full credit.

If 7kWh stays the threshold it will be essentially giving money to legacy ICE to stay in business.

Completely agree. This bill is nothing but greenwash, except for the solar/battery incentives.

All this does is incentivize traditional auto to sell a bunch of hybrids. What a bunch of