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

[pz1975]

“Tesla sales figures released for Q1 of 2022 are accounted for, there are over 2,645,000 Teslas on the road worldwide. This number includes 310,048 Teslas delivered in 2022 so far.

So add on the 258,000 in Q2…..
So 2,903,000 total cars produced at EoQ2.

And 3,000,000 as of today?

97,000 for 1/2 of Q3?

I’m pretty confident that the purpose of that tweet was to announce that Shanghai produced its 1 millionth car (people all around it in the photo). The tweet says Tesla has produced OVER 3 million cars, not exactly 3 million. The odds of Tesla making its 3 millionth car at the exact same time as Shanghai’s 1 millionth is very low. Thus, they are likely well over 3 million by now and just added that part to the tweet to tout an extra accomplishment. I have zero concern they are only at/near 97,000 at this point in Q3.

 

[MikeAtkinson]

FlyBrandenburg have a video from Sunday showing cars leaving the factory (3 at 12:43, and one earlier in the video). There are also lots of car transporters being loaded and leaving the factory.

It looks like Tesla Berlin is now on 7 days a week (but still on one shift?). Car parks have only a couple of hundred cars, the bus service is probably running, but even so it is impressive that they are producing with so few workers.

 

[ThisStockGood]

Me eagerly awaiting the posts of some of the clever guys in here to announce the movement of futures

Happy TSLA day to everyone

 

[hobbes]

My kids and I did extensive testing (20+ runs) with the latest FSD and have come to conclusion that FSD does NOT hit kids.

We created a child mannequin from my daughters winter outfit and my sons soccer ball.

We had 20+ runs on a dirt road and a paved road with and without lines.

Every run the vehicle either stopped or went around (very slowly). We tested at both 29 and 25 MPH at normal lane widths. We moved the mannequin from the center and to the left and right at small increments. All videos are saved and available to post if needed.

Rest assured that Dan has created a complete and total falsehood. I sincerely hope that all persons who perpetrated this falsehood are brought to justice.

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Good work, thanks! Not really necessary for us (though it would be fun to watch) as we trust what you write, but I think it would be valuable for the general public to have the videos uploaded somewhere. Maybe if you don´t have a channel, you could offer them to someone who as already been posting similar content?

Actually would be great to have a central collection with all the videos disproving O´Dowd´s thesis one could direct people to.

 

[hobbes]

They will probably wait until the Semi starts shipping. (Since that would meet one of the criteria that they said was necessary for an upgrade.)

Why is it that a rating agency would care about what a company is shipping and not just the financials? As cool as it is, semi will be low volume compared to 3/Y. I this something they typically care about? (Sounds more like an excuse to be to delay the upgrade)

 

[Huskyf]

Good work, thanks! Not really necessary for us (though it would be fun to watch) as we trust what you write, but I think it would be valuable for the general public to have the videos uploaded somewhere. Maybe if you don´t have a channel, you could offer them to someone who as already been posting similar content?

Actually would be great to have a central collection with all the videos disproving O´Dowd´s thesis one could direct people to.

Yes and sent this video to NHTSA - Gov - and other securities agency. Event if someone had money to press and TV by making an advertise how good is fsd Tesla

 

[hobbes]

Me eagerly awaiting the posts of some of the clever guys in here to announce the movement of futures

View attachment 841108

Happy TSLA day to everyone

https://twitter.com/x/status/1559008228679340033

 

[Todd Burch]

I’m pretty confident that the purpose of that tweet was to announce that Shanghai produced its 1 millionth car (people all around it in the photo). The tweet says Tesla has produced OVER 3 million cars, not exactly 3 million. The odds of Tesla making its 3 millionth car at the exact same time as Shanghai’s 1 millionth is very low. Thus, they are likely well over 3 million by now and just added that part to the tweet to tout an extra accomplishment. I have zero concern they are only at/near 97,000 at this point in Q3.

Correct. In fact I thought Elon had mentioned passing the 3M mark at the shareholder meeting.

 

[jamaatta]

Correct. In fact I thought Elon had mentioned passing the 3M mark at the shareholder meeting.

Yes.

Tesla's 2022 shareholders' meeting recap & video

Tesla held its 2022 shareholders' meeting yesterday. At the event, Tesla discussed a variety of products and feat

www.notateslaapp.com

 

[jamaatta]

See also Insideevs.com, Aug 05, 2022:

Tesla Produced 3 Million EVs, 2 Million Run-Rate By End Of 2022

Tesla is cranking up its production efforts in a big way. It's already talking about building more Gigafactories amid upgrades and expansions already underway.

insideevs.com

 

[Thekiwi]

Elon wrote an essay:

New Elon Musk essay: Tesla CEO's thoughts on technology and humanity

A new Elon Musk essay published in China gives a glimpse into the Tesla CEO's thoughts on sustainability, robots, Neuralink, and SpaceX.

www.teslarati.com

 

[Artful Dodger]

He has checked this Model 3. He is right.

View attachment 840940

Haha, I would pay folding money for a Frunk-sized "Energizer Bunny" inflatable/blow-up battery.

Paging @EVAnnex.

Cheers!

 

[ZsoZso]

IMO, it would better to sell small amounts of TSLA as you go than to raise the same amount of money trading options. That's because TSLA still has most of its growth in front of it and you have to risk more shares to raise the same amount of money. If trading options had higher returns than buying and holding then you should never buy the stock, just trade the options. But that's not how you reliably grow your capital.

One thing I learned long ago is that you should not base the wisdom of a certain strategy upon whether it's been working so far. The nature of options is that it's a game of statistics and you will never get a statistically significant sample by analyzing your own trading unless you are a more prolific trader than I can imagine. It's necessary to actually understand the underlying odds, not go by what seems to work.

OK, so your point is: TSLA will still appreciate a lot, so it is better to sell some of it, rather than keep it all !?
That makes no sense at all.
He is talking about selling 20% OTM covered calls and 20% OTM puts weekly.
Not wasting money on making bets in the casino, but being the house in the casino.
In the past few years during all the volatility those never went ITM in the week -- thats a statistical fact.
Even if there was a black swan event that would break this statistics, you can always roll the options on Friday before they would get exercised, so you can still easily avoid losing any shares.

 

[lascavarian]

He has checked this Model 3. He is right.

View attachment 840940

Hood is correct usage for the public. How do I know?

A couple years back I exhibited my newish Model 3 along with some exotic vehicles.

Not much attention at the time compared to other vehicles.

Then I popped the “hood”.

To the public, this was the point of interest. Soon a group started to assemble at the ”hood” in astonishment. I was a bit astonished as well but it makes sense.

The public knows little about EVs. What is under the “hood” seems to be where their curiosity begins. It is a good common point of reference IMO.

 

[Usain]

Elon wrote an essay:

New Elon Musk essay: Tesla CEO's thoughts on technology and humanity

A new Elon Musk essay published in China gives a glimpse into the Tesla CEO's thoughts on sustainability, robots, Neuralink, and SpaceX.

www.teslarati.com

Elon says in his essay:

We will create an era of extreme abundance of goods and services, where everyone can live a life of abundance.

Jesus says in John 10:10

I came that they may have life and have it abundantly.

I've heard people call Elon "Electric Jesus". That was a little too close.

 

[Maarten]

Elon says in his essay:


Jesus says in John 10:10


I've heard people call Elon "Electric Jesus". That was a little too close.

Please don't go here.
This is asking for a lot of pages of trouble.

 

[WADan]

Why Rivian is still no Ford or Tesla: Morning Brief — Yahoo Finance

What to watch in markets on Monday, August 15, 2022.

apple.news

Hmm. The guy is saying Tesla and Ford succeed because they have flashier CEO, and Rivian fails because it does not!
I would say this is rather shallow thinking. What says you?

 

[2daMoon]

Why Rivian is still no Ford or Tesla: Morning Brief — Yahoo Finance

What to watch in markets on Monday, August 15, 2022.

apple.news

Hmm. The guy is saying Tesla and Ford succeed because they have flashier CEO, and Rivian fails because it does not!
I would say this is rather shallow thinking. What says you?

This logic clearly supports why Mary has led then, doesn't it?

You really can't get more flashy that multiple presidential accolades.

/s

 

[UncaNed]

My kids and I did extensive testing (20+ runs) with the latest FSD and have come to conclusion that FSD does NOT hit kids.

We created a child mannequin from my daughters winter outfit and my sons soccer ball.

We had 20+ runs on a dirt road and a paved road with and without lines.

Every run the vehicle either stopped or went around (very slowly). We tested at both 29 and 25 MPH at normal lane widths. We moved the mannequin from the center and to the left and right at small increments. All videos are saved and available to post if needed.

Rest assured that Dan has created a complete and total falsehood. I sincerely hope that all persons who perpetrated this falsehood are brought to justice.

View attachment 841023

Thank you and your kids, @Discoducky , for taking the time to do this!!

 

[StealthP3D]

Why is it that a rating agency would care about what a company is shipping and not just the financials? As cool as it is, semi will be low volume compared to 3/Y. I this something they typically care about? (Sounds more like an excuse to be to delay the upgrade)

It is an excuse to delay the rating upgrade. More accurately, it was to chill investment interest by signaling the upgrade will not happen anytime soon, not until Tesla has a more diverse offering of models. As if a ratings agency knows how to run a car company better than Elon Musk.

Whenever such an organization makes a decision for obviously wrong reasons, there is generally internal dissent or pushback on the decision within the organization because it makes them look foolish. The internal pressure is probably building for them to upgrade Tesla and the fact that the Tesla Semi is not a light passenger vehicle doesn't really matter, it could give them the excuse they need to finally upgrade Tesla, without looking like they are backing down. As it is, they look increasingly foolish every month they don't upgrade.