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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
-60%+ off ATH.
Flame on dumpster, flame on
I’m surprised I’m this flustered having called this exact reaction to the CPI & TSLA.
What comes next is Fed pivots, and Tesla stays flat or red
Flame on dumpster, flame on
I’m surprised I’m this flustered having called this exact reaction to the CPI & TSLA.
What comes next is Fed pivots, and Tesla stays flat or red
Final shake-out before Fed pivot? Capitulation? Massive volume, it’s something.
Drumheller
Active Member
A suggestion that I think could benefit everyone, though I also think no one will do it:
For two weeks, avoid social media, news, advertising, politics, this thread, and stock tickers.
Spend your time working, seeing family and friends, taking walks, reading fiction, playing video games, watching fun movies.
After two weeks, ask yourself a few questions:
1. Was my life negatively impacted by not, "keeping up on current events"?
2. Did I miss the drama?
3. How do I feel now?
Seems like a reasonable explanation
Spread FUD non stop
Short the stock like never
Get people margin called
Avoid losing shares to LEAPS
Then unload the coil
I wish it were so, but today doesn't feel like anything close to capitulation.
That was really the point of my post. Someone claiming anything not a Tesla is inferior is just biased of course, on a Tesla forum. They all have a difference use case. There has been Tesla fires as well.
I just don't buy it is all that everything else is inferior and I've had friends mention the same train of thought that I don't know why there is so much hate for anything not Tesla that it's simply inferior. Forgot to add the Rivian to my list nor Lucid.
ElectricIAC
Good-Natured Rascal
Even something as simple as observing Shabbat does a lot for slowing down and reflecting.
I’m pretty bad about it and have been for the better part of a decade but have considered getting back in the habit.
cliff harris
Member
Is this new news?
www.tesmanian.com
Looks like Tesla expanding yet again and again and again.
If anyone at tesla (who actually see daily order numbers) thinks that the company growth story is over, they sure are doing a great job at pretending its still accelerating like crazy.
People selling today are going to feel really, really stupid once sanity returns to the market.
I think a full year P/E change after Q4 earnings will shake a lot of people out of their bubble. You can only keep predicting a company is in trouble for so long before the financials just make you look like an idiot
Tesla Giga Berlin to Apply for Several Expansions in Coming Months
Tesla Giga Berlin plans further expansion in Grünheide. The company will submit applications for several expansions in the coming months. The next application for approval of the already built waste processing plant is expected this week.
www.tesmanian.com
Looks like Tesla expanding yet again and again and again.
If anyone at tesla (who actually see daily order numbers) thinks that the company growth story is over, they sure are doing a great job at pretending its still accelerating like crazy.
People selling today are going to feel really, really stupid once sanity returns to the market.
I think a full year P/E change after Q4 earnings will shake a lot of people out of their bubble. You can only keep predicting a company is in trouble for so long before the financials just make you look like an idiot
mach-edriver
Member
JRP3
Hyperactive Member
I said I wouldn't discuss it here, it's off topic. I do not think you understand what words mean.
We are there to support you. Lost my dad in October 2021, lost my brother in September 2022, lost more than 80% of my money. However I have a job I love doing and have kids who manage to change my ideas and forget everything about my job and stock market when I get home. As long as we don’t have someone invading our country these are small futile problems compared to what Ukrainians have been going through with the raging war against their country.
Hey, it’s only red numbers on a screen!
Option 1: Elon is selling
Option 2: The market is realizing something we are missing. Interest rates are higher so most people taking loans will be able to afford less $$ car.
China demand is obviously down. Europe / US sales may not be down, but it is certainly possible that people are buying less upgrades / options on their cars to keep monthly car payments at a target rate.
It is certainly possible that margins have peaked in the short term.
It is certainly possible that while total deliveries are higher, total profit is the same or just a smaller % higher than last quarter.
That signals to the market that the high earnings growth phase is over. In that case, a PE ratio of 20-30 is reasonable.
A $1.2 EPS in Q4 annualized would give $4.8. At a PE ratio of 30, that gives a stock price of $144.
Option 2: The market is realizing something we are missing. Interest rates are higher so most people taking loans will be able to afford less $$ car.
China demand is obviously down. Europe / US sales may not be down, but it is certainly possible that people are buying less upgrades / options on their cars to keep monthly car payments at a target rate.
It is certainly possible that margins have peaked in the short term.
It is certainly possible that while total deliveries are higher, total profit is the same or just a smaller % higher than last quarter.
That signals to the market that the high earnings growth phase is over. In that case, a PE ratio of 20-30 is reasonable.
A $1.2 EPS in Q4 annualized would give $4.8. At a PE ratio of 30, that gives a stock price of $144.
It is hard today, no doubt about it. We are going through the gauntlet, that is also obvious to me.
Here's how I stay invested.
Has Tesla taken over the auto market? IMHO, yes, this is a done deal, no key man risk, contracts and product roadmap is in place.
Is the team executing? Yes, brilliantly, sometimes the impossible is late though, I think we all get that.
How much of this is due to the macro? IMHO, all of it, Tesla continues to dominate in the face of all 'competition'.
Where is all the FUD/mis-information coming from? Well, how about the 10 to 30 Trillion dollars of disruption Elon is causing to occur nearly all at once.
So, investors divest from those companies and into Tesla then? Yep, but this takes time and most likely won't speed up in a bear market.
So, when is the end of the bear market? Chair Powell holds those keys. SPY fought the bear today and is losing. Let's see what happens tomorrow.
Here's how I stay invested.
Has Tesla taken over the auto market? IMHO, yes, this is a done deal, no key man risk, contracts and product roadmap is in place.
Is the team executing? Yes, brilliantly, sometimes the impossible is late though, I think we all get that.
How much of this is due to the macro? IMHO, all of it, Tesla continues to dominate in the face of all 'competition'.
Where is all the FUD/mis-information coming from? Well, how about the 10 to 30 Trillion dollars of disruption Elon is causing to occur nearly all at once.
So, investors divest from those companies and into Tesla then? Yep, but this takes time and most likely won't speed up in a bear market.
So, when is the end of the bear market? Chair Powell holds those keys. SPY fought the bear today and is losing. Let's see what happens tomorrow.
honest hard work in your day job - This was the funniest quote of the day bar none
Sorry, was mean to be a joke. I'll clarify
UkNorthampton
TSLA - 12+ startups in 1
Seems Tesla are expanding everywhere, which I agree is encouraging & removes my concerns from the FUD-media.Is this new news?
Tesla Giga Berlin to Apply for Several Expansions in Coming Months
Tesla Giga Berlin plans further expansion in Grünheide. The company will submit applications for several expansions in the coming months. The next application for approval of the already built waste processing plant is expected this week.
Looks like Tesla expanding yet again and again and again.
If anyone at tesla (who actually see daily order numbers) thinks that the company growth story is over, they sure are doing a great job at pretending its still accelerating like crazy.
People selling today are going to feel really, really stupid once sanity returns to the market.
I think a full year P/E change after Q4 earnings will shake a lot of people out of their bubble. You can only keep predicting a company is in trouble for so long before the financials just make you look like an idiot
This article mentions expansion & the re-zoning that was mentioned a few days ago. I can't keep up with the expansions, but this seems new to me. Hard to tell unless tracking in a spreadsheet.
Actions > words
One has to wonder about morale at Tesla as well. I know a couple of people who work in high-end positions in Silicon Valley, while both probably make a nice salary, they actually make their real money from options given as part of the compensation package. Engineers, as well as others, at Tesla have been working their butts off trying to meet the standards that Elon sets. While that is not unlike other CEO's in tech, watching their net worths get destroyed and having a CEO that is more concerned with other issues (running a social media company) has to be hard on them.
I can only hold out hope that Elon will recognize the impact his behavior is having on Tesla's brand as well as it's impact on morale at the company. Until we get some real solid numbers out of Tesla, I'm afraid this stock is only going to move on fear of what Elon will tweet or do next.
I can only hold out hope that Elon will recognize the impact his behavior is having on Tesla's brand as well as it's impact on morale at the company. Until we get some real solid numbers out of Tesla, I'm afraid this stock is only going to move on fear of what Elon will tweet or do next.
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