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

[bkp_duke]

Deck out:

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf

Or try this:

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22159bab3d-c16f-472a-8b55-af55accc1bec.pdf%22

 

[Unpilot]

Deck out:

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22159bab3d-c16f-472a-8b55-af55accc1bec.pdf%22

503 error

 

[unk45]

Elon's a student of history. From Wikipee:

The Latin phrase Vox populi, vox Dei (/ˌvɒks ˈpɒpjuːli ˌvɒks ˈdeɪi/), 'The voice of the people [is] the voice of God', is an old proverb.​

​

An early reference to the expression is in a letter from Alcuin to Charlemagne in 798. The full quotation from Alcuin: [quoted here]:​

​

"And those people should not be listened to who keep saying the voice of the people is the voice of God, since the riotousness of the crowd is always very close to madness."​

​

This passage indicates that already by the end of the eighth century the phrase had become an aphorism of political common wisdom. Writing in the early 12th century, William of Malmesbury refers to the saying as a "proverb".​

​

Of those who promoted the phrase and the idea, Archbishop of Canterbury Walter Reynolds brought charges against King Edward II in 1327 in a sermon "Vox populi, vox Dei".​

So this tweet could mean something like 'don't listen to the crowd'? Now whether that means wrt Ukraine or something else remains to be seen.

Cheers!

Elon's a student of history. From Wikipee:

The Latin phrase Vox populi, vox Dei (/ˌvɒks ˈpɒpjuːli ˌvɒks ˈdeɪi/), 'The voice of the people [is] the voice of God', is an old proverb.​

​

An early reference to the expression is in a letter from Alcuin to Charlemagne in 798. The full quotation from Alcuin: [quoted here]:​

​

"And those people should not be listened to who keep saying the voice of the people is the voice of God, since the riotousness of the crowd is always very close to madness."​

​

This passage indicates that already by the end of the eighth century the phrase had become an aphorism of political common wisdom. Writing in the early 12th century, William of Malmesbury refers to the saying as a "proverb".​

​

Of those who promoted the phrase and the idea, Archbishop of Canterbury Walter Reynolds brought charges against King Edward II in 1327 in a sermon "Vox populi, vox Dei".​

So this tweet could mean something like 'don't listen to the crowd'? Now whether that means wrt Ukraine or something else remains to be seen.

Cheers!

To those who are aficionados of options and other speculations there is a later volume that adapted Alcuin:
Extraordinary Popular Delusions and the Madness of Crowds by Charles MacKay in 1841.
Still used today in Social Psychology.

 

[GrandEnigma]

GAAP EPS $.95
Non-GAAP EPS $1.05

YoY non-GAAP 69%, nice
Total rev up 56% YoY

 

[Mengy]

Uh, woah, much lower EPS than I expected? I need to dig into this fully....

EDIT: Auto GM was lower than I thought it would be, same GM as Q2 despite not having a Covid shutdown for a whole month. Interesting.

 

[bkp_duke]

503 error

Intermittent loading for me. Are we crashing the server?

 

[kcveins]

Market not happy... Down $9

 

[Gigapress]

Wow. Wall Street got it right for once.

 

[ThisStockGood]

A little beat, but still a beat compared to consensus.

EPS 1.05 vs 1.01 expected

 

[Nocturnal]

FYI as it's broken

 

[Ogre]

Best news I've seen here is change of status on Cybertruck from In development to Tooling.

 

[ninpb]

Cash up Q4 21.1B vs Q3 18.9B.

 

[henchman24]

Tanking looks more like those expecting a major beat selling when it didn't happen. Need to see the slide deck and listen to the call... re-affirming guidance of 50% delivery growth (not production) will likely be more important than these numbers.

 

[ThisStockGood]

Tesla.com is active on Twitter. Haven't seen this use of Twitter before from the official Tesla account. Cool.

https://twitter.com/x/status/1582825230472343553

 

[Thekiwi]

Ignore foreign exchange rates at your peril.

 

[StealthP3D]

A little beat, but still a beat compared to consensus.

EPS 1.05 vs 1.01 expected

I guess we'll have to wait for forward guidance to celebrate.

 

[BornToFly]

The report itself is very encouraging. Maybe the SP will recover when people actually read it?

 

[elasalle]

Paid supercharging grew by 3x
making progress with industrialization of CT
2.2B + cash after 0.9B debt payment

I think conf call is gonna be good ... monkeys doing monkey business right now
Hope CT plans are ahead of schedule ...

 

[Gigapress]

Best news I've seen here is change of status on Cybertruck from In development to Tooling.

View attachment 865457

You know that's fraud, right?

 

[bkp_duke]

Huge increase in Energy Storage, 2100 MWh in Q3.