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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yes...but since it's Cruise and not a Tesla-the MSM will ignore the story and we'll never know what happened.
ZachF
Active Member
Buying Rivian might not be a bad bet for Apple if they really want to enter the EV scene.
dhanson865
Well-Known Member
Happened in July and was discussed back then, why mention it today?
JusRelax
Active Member
Maybe its getting the minor Tesla treatment of last month sales for a quarter, on ramping production, that's about to, hopefully, say they produce an increase in the number of vehicles from their production line?
Start the acquisition rumors!
"Out marketcap is more than 2x of all car companies combined by not being a car company...kind of tells me being a car company is a good way to return value to our shareholders!" ---said by no one at Apple.
TheTalkingMule
Distributed Energy Enthusiast
Totally fine with a flat TSLA / macro down day.......so long as oil & gas get hammered. Brent is down 3% and gas down 4.5%.
August CPI is a week from today and should provide the springboard to get us out of this. Then we have the Fed meeting 9/21, and Powell should have seen enough positive movement on inflation by then(if he hasn't already).
I remain focused on oil, as I assume Powell is. OPEC is pulling out all the stops to juice the markets.....and they're not responding. Production is already well below their target rate, so further threats are likely empty. I think Powell has succeeded in taking most of the "Putin premium" out of oil futures and they'll start trading with a more normal level of volatility.
August CPI is a week from today and should provide the springboard to get us out of this. Then we have the Fed meeting 9/21, and Powell should have seen enough positive movement on inflation by then(if he hasn't already).
I remain focused on oil, as I assume Powell is. OPEC is pulling out all the stops to juice the markets.....and they're not responding. Production is already well below their target rate, so further threats are likely empty. I think Powell has succeeded in taking most of the "Putin premium" out of oil futures and they'll start trading with a more normal level of volatility.
Not sure why all the drama about an "Apple Car". Apple doesn't even manufacture their phones, they just have Foxconn slap an Apple label on their products. They don't have the manufacturing or engineering experience to consider something as complex as auto manufacturing-at this time anyway. Of course they could buy Bolts from GM, stick their label on it and mark the price up 50% and we'd hear from the media how revolutionary and advanced it is, while the fanboys line up around the block to buy them. The thing they have going for them is very deep pockets should they actually decide to get into autos.
Rivian is a money pit and will be even more. This might be too deep even for Apple. Finally, they 'only' have cars. It is all a big meh.
Mod: 15 posts moved to China / Taiwan discussion --ggr
ZachF
Active Member
Sadly, this country (US) is a world of hurt if the Orange One gets elected again. His supporters cheer him on as he bashes an unnamed EV's, and, of course, there's no way to validate the story as it's always "a friend," and so very, very many here 100% believe his never ending string of lies.
Just for fun, I used tesla.com/trips to generate a trip to match this supposed EV fiasco . . . and in a Tesla it appears to be a non-issue, but the facts DO NOT MATTER in the Trump and post-Trump era:
Go Anywhere | Tesla
Stay charged anywhere you go, with access to our global charging networks. Explore a route and we’ll find the best locations to keep you charged along the way and upon arrival.www.tesla.com
I'm optimistic. "If we don't stand for something, we'll fall for anything".
I think there are enough of us who stand for something.
Sorry, I'm running way behind with this thread...
Surely the issue with all of this isn't Moody's and S&P ratings - everyone knows they're BS and what Elon said is correct
For me, the thing that doesn't make sense is that many funds cannot invest in stock unless they are above a certain rating, this is where the system breaks. So you can have the very best companies on the planet, not paying the protection money to these agencies, and big funds cannot invest
We all know Wall Street is a basically a racket to steal money, but this seems all a bit too obvious
It's (at least part) CYA (cover your assets). If a fund buys a junk rated stock and loses money, they have more exposure from their investors than if they had purchased an investment rated stock that tanked.
Your arguments need not be faulty or refuted in order to oppose your conclusion. Presenting the bill to the oil companies for their share of the cost of protecting their interests would do just fine.
And pigs also fly.
Apple car does not or will not exist. Apple in cars is their end goal. They want to slowly take over the entire software suite for car manufactures because they just want to see high margin software.
The market got it wrong that when Apple hired car engineers, they thought they were going to make their own cars..lol not over their dead body.
Software advantages for Tesla will begin to shrink as Apple and Android fights to dominate that space for the car manufactures. This is why Elon believes their competitive advantage is in manufacturing only, as in they continue to make high margin Cara while the rest give away their margins to software companies in the era of electric cars.
Of course this is not exactly bullish news for Tesla. Apple believes they can use their ecosystem prowess to create sticky brand loyalty to Apple software cars. They will make music and apps seemless while Android does the same.
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We have had a very considerable amount of clamor in this thread concerning - and repeating - the point that many funds cannot invest in the equities of companies w/o a bond investment grade rating.
It‘s time to ascertain the truth of that statement. From my experience, it might be minimal - I know I never encountered any such restrictions.
For example, just as I was writing this, another poster used the phrase ”junk rated stock”. There is no such creature.
larmor
Active Member
Many people are buying Tesla cars…
As faultlessly true as that is in 2022 and in prior years, looking forward, I would suggest that argument falls flat on its face, or condemns Tesla to be relegated to the rarefied atmosphere of the highly creditworthies.
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