Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

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

Nocturnal

Well-Known Member
Supporting Member
Aug 23, 2018
8,337
55,002
Deepening Crisis!
Wednesday was a perfect storm of unexpected Form 4s the night before, FTX unraveling, and CPI fear.

I thinks it’s more likely retail sold in the 170s (in the form of margin calls and options losses) and institutions loaded up back to the 190s, than the other way around.
That's my guess as well. I think we finally saw some cracks in the retail holdings due to 52 week lows, general fears, and politics.

This is where we rally hard, maybe to or even above the previous ATH, before the rate hikes etc start rolling through economic data and we grind down to a new bottom before the Fed eases off the brakes.

This seems to be how it has gone historically
Any examples of that? I'd love to see it, but seems like a long way to go to get TSLA and the market near to ATHs in such a short timeframe.
 

scaesare

Well-Known Member
Mar 14, 2013
9,154
18,056
NoVA
Hmm. (Apologies for the double reply, but this just occurred to me).


If Shotwell is taking over operations at Starbase does this mean Musk is content with Raptor production? I swear not long ago Musk said that was his biggest priority. I hadn’t really thought much about the whole changing of the guards at Starbase, but if Musk is content with Raptor production at the moment, that’s a pretty monumental task off his plate.

Today they did a static fire with 14 engines and all 33 engines were mounted so possible 33 engine static fire test soon. We might see this SOB fly soon.

View attachment 874619


Starship plus FSD full release were Musks big ticket goals for 2023…. Seems like we’re getting very close to both.
And since that time, we've heard that Raptor2 production is 1 per day on average now.
 
This is where we rally hard, maybe to or even above the previous ATH, before the rate hikes etc start rolling through economic data and we grind down to a new bottom before the Fed eases off the brakes.

This seems to be how it has gone historically

ATH? Can we just rally 20-30% to $250 by end of the year first, pretty please?
 

Nocturnal

Well-Known Member
Supporting Member
Aug 23, 2018
8,337
55,002
Deepening Crisis!
Hyundai’s Ulsan plant is much bigger, producing 1.53 million vehicles per year pre-pandemic

That one is up for debate. Some consider that Hyundai location to be multiple factories co-located. Depends on perspective I suppose but I think it still shows how amazingly productive Shanghai is.

Ulsan, truly, is the car manufacturing facility to top them all - a sprawling mass of five different factories that churn out a vehicle every 10 seconds, with production last year hitting a barely credible 1.53 million.
 
  • Informative
Reactions: Discoducky
ATH? Can we just rally 20-30% to $250 by end of the year first, pretty please?
I'm sorry that is reserved for companies with increasing cash flow, orders booked out for months, new product lines, and multiple new factories increasing production, and of course increasing margins.
 
Regarding "The Competition is Coming":
Seen today in Bali: funny little car, the Wuling Air EV.
Could use some design work, but maybe it's just my taste that caused me to swallow a few times.
Very, very cheap town car, around USD 3200.
Competition? Not for Tesla from this, but certainly a good alternative for a lot of smelly combustion cars here.

IMG_31.jpeg


IMG_31.jpeg


IMG_31.jpeg



IMG_31.jpeg
 
Any examples of that? I'd love to see it, but seems like a long way to go to get TSLA and the market near to ATHs in such a short timeframe.
This would align with previous discussions we had here regarding market behavior relative to periods of interest rate hikes and cutting, and it would align with graphs showing historical S&P performance against those hikes.

Not sure about Tesla specifically though, but it makes sense for the indices/macros
 
Regarding "The Competition is Coming":
Seen today in Bali: funny little car, the Wuling Air EV.
Could use some design work, but maybe it's just my taste that caused me to swallow a few times.
Very, very cheap town car, around USD 3200.
Competition? Not for Tesla from this, but certainly a good alternative for a lot of smelly combustion cars here.
Its even got A/C!
 

Max Plaid

Hairy on the inside
Supporting Member
Feb 7, 2022
888
10,075
Pale Blue Dot
Jonas smack-talking TSLA yesterday: Morgan Stanley says Tesla (TSLA) could tag $150 before year end

"In an investor note released on Monday, Morgan Stanley analyst Adam Jonas said his bullish overall view of Tesla (TSLA) may have to wait on the back burner while his bearish scenario for the stock unfolds. Jonas said $150 seems more likely before the end of the year. TSLA stock ended Monday's session down 2.6% at $190.95. Despite the fact that he himself has a $330 price target on the EV leader, the analyst said CEO Elon Musk's focus on Twitter has greatly affected confidence in his leadership and the brand overall."

Blah blah blah...
 
Last edited:

scaesare

Well-Known Member
Mar 14, 2013
9,154
18,056
NoVA
I don't see how the amount of liquid electrolyte relates at all to a gel electrolyte or a chemistry change.

"I think they [Tesla] are changing the chemistry on the fly . . . and I think they are within spitting distance of something equivalent to QuantumScape solid state batteries"

Cell chemistry is not his strong suit.
Non-mechanical stuff in general isn't. I remember him gushing over a PCB saying that it was like something you'd only see in ultra secret militarry hardware... my thought was "I guess he's never seen a video card." It probably had a higher component density and better layout than traditional automotive stuff.... but it was pretty tame for anybody who knows electronics.

He's also made a number of wrong suppositions about electrical components and their function.

From a mechanical manufacuring standpoint, he undoubtedly knows his stuff. For batteries and electronics, not so much... it's been good to see him have other folks in the shop lead some teardown discussions.
 
Joas smack-talking TSLA yesterday: Morgan Stanley says Tesla (TSLA) could tag $150 before year end

"In an investor note released on Monday, Morgan Stanley analyst Adam Jonas said his bullish overall view of Tesla (TSLA) may have to wait on the back burner while his bearish scenario for the stock unfolds. Jonas said $150 seems more likely before the end of the year. TSLA stock ended Monday's session down 2.6% at $190.95. Despite the fact that he himself has a $330 price target on the EV leader, the analyst said CEO Elon Musk's focus on Twitter has greatly affected confidence in his leadership and the brand overall."

Blah blah blah...
Obviously bases his TSLA analysis on Chicken Genius' youtube channel
 

MP3Mike

Well-Known Member
Feb 1, 2016
20,438
51,919
Oregon
Can't be. Tesla is now investment grade.
Actually it is only "half" investment grade. My understanding is that most institutions require at least two rating agencies to rate it as investment grade. And Tesla currently has one investment grade and one junk rating.
 
This is where we rally hard, maybe to or even above the previous ATH, before the rate hikes etc start rolling through economic data and we grind down to a new bottom before the Fed eases off the brakes.

This seems to be how it has gone historically
I think the most likely scenario is the 12 month trading channel is maintained until overpowered by Tesla fundamentals or the bear market turns to bull.
 

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top