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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Re-posting due to missing commentary with this link:
This is pretty cool to be happening in Texas.
Mod: how about "Solar power adoption in accelerating in Texas, maybe overtake California" --ggr
This is pretty cool to be happening in Texas.
Mod: how about "Solar power adoption in accelerating in Texas, maybe overtake California" --ggr
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bkp_duke
Well-Known Member
Cali squandered it's lead by bowing to their utilities. Such a shame.
Inflation is over, WTF are these FEDiots doing? Recession or bust! Hang on...Prominent Fed Hawks Seek More Rate Hikes Even as Inflation Cools | bloomberg.com (3 hrs ago)
Fed’s Bullard Says US Rates ‘Almost’ in Restrictive Territory
A pair of Federal Reserve officials who vote on policy this year backed moderating the pace of interest-rate increases as two others voiced support for additional hikes.www.bloomberg.com
Come to think of it - wasn't that Bullard guy the one under invetigation for trading...?
So what you're saying is that California is the Solar King of the US.
Edit "allegedly" Helping his buddies out with insider info.Inflation is over, WTF are these FEDiots doing? Recession or bust! Hang on...
Come to think of it - wasn't that Bullard guy the one under invetigation for trading...?
Meanwhile, St. Louis Fed President James Bullard generated controversy for speaking behind closed doors to a banker group on Oct. 14, raising fears those financial professionals were getting insider information on central bank deliberations.
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A year after trading scandal, Fed is again under ethics spotlight
A little more than a year after a trading controversy rattled the Federal Reserve's standing in Washington and beyond, new ethics missteps have hampered efforts by the U.S. central bank and its chief, Jerome Powell, to put the matter behind them.
www.reuters.com
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Artful Dodger
"Neko no me"
Do you recall Jpow's comments after the Jackson Hole Meeting last Fall? At the time he said the FED would rather overshoot on interest rate hikes and cut them afterward. These guys are so tone deaf they can only hear themselves think:Inflation is over, WTF are these FEDiots doing? Recession or bust! Hang on...
- Fed's Powell: 'Pain' of tight policy, slow growth needed 'for some time' to beat inflation | Reuters | Aug 26, 2022
- Stephen Geiger on Twitter: "Jeremy Siegel of the Wharton School ripping apart Powell and the Fed… “They Know Nothing” 2.0 https://t.co/6F1NDHVh55" / Twitter | Sep 26, 2022
Yup, he's the one: (nice gig, wot?)
Cheers!
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Todd Burch
14-Year Member
BMW spends whatever engineering talent they have on solving problems that don't exist and creating things that have no use.
StealthP3D
Well-Known Member
Another excellent post. People who missed your previous post, perhaps because it was posted on the day before Christmas, should go back and read it carefully. This is the kind of thing successful investors think about, not about how the share price will be temporarily impacted by the CEO selling 10 or 20 million shares into the open market.
To answer the questions at the bottom of your post, Elon, not the WEF, has the most pragmatic and desirable global vision because it is not compromised by existing power structures. The world is in this oil induced mess precisely because it supported the power structures that arose out of Standard Oil's breakup in 1911 into 34 companies. People are sick of the old power structure that has been robbing them blind and are ready to embrace a future with clean and abundant energy.
My opinion is that Tesla fits centrally into that global vision and they are able to defend themselves from competing global pressures going forward for three reasons:
1) Elon has made clear what his mission is and that mission is aligned with not only all of Tesla's actions, but also the stated missions of the world's governments. Standard Oil's mission was to make as much money as possible and exclude competitors whenever possible. It didn't align with anyone else's goals. This meant it was relatively easy for the powers to be to justify their actions and gain popular support.
2) Elon is not going into this blindly. He knows he up against the world's richest people who will ruthlessly defend their position in the world. But he also knows that the existing legal frameworks of free nations exist to provide a legal framework that defines what people can and cannot do to others and he will use those legal systems to challenge any major unjust actions against Tesla that could prevent Tesla's continuing success at carrying out their mission. These legal systems are not accustomed to taking orders from the wealthy that designed them to protect their business interests. The system is actually set up to protect profitable businesses, and that is ingrained throughout the legal system. This is why Elon has assembled a top-notch legal team and Elon is very good at picking the right people to carry out his initiatives.
3) The WEP and similar organizations cannot move at "Elon speed" and they use committees to come to consensus. That means they are not as smart as Elon. Elon will outmaneuver and outsmart them, just as he did by holding off on price increases until the Treasury Department released their administrative rulings on the IRA on the last day of 2022. Now he has turned their own rules against the incumbents and given the people low pricing on the future of personal transportation. And everyone needs transportation, it just matters what the experience is like and how much it costs.
Of course, none of this is certain, and I don't like the additional risk imposed by those who want to slow down energy disruption so they can maintain their place in the world order, but these are the same people who have been pickpocketing consumers for years and they already have the people on the verge of mass rebellion. So bad actors need to move cautiously with their eye on not offending too many people. My money is on Elon for the reasons stated. I think he is just far enough ahead of them that they are not nimble enough to outflank him.
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Jim Chanos doesn't believe in MegaPack production and financials, so this means it's definitely going to happen. Bullish.
Arcimoto (FUV) Ouch!! Arcimoto shuts down factory, stock plunges as it warns of bankruptcy
I mean really, it must be hard to sell a dangerous 3 wheeler for almost as much as decent EV cars such as the Bolt.
I mean really, it must be hard to sell a dangerous 3 wheeler for almost as much as decent EV cars such as the Bolt.
3 wheelers don’t get any IRA right?
StealthP3D
Well-Known Member
It sounds like Chanos is pretending to take a victory lap even though TSLA is nearly 10X what it was when he was trumpeting their impending bankruptcy most loudly. Deep down inside he knows TSLA is not one of his finer moments.
Microsoft actually bailed out Apple at one point because they were too afraid of being an actual monopoly. Later they tried to use their desktop dominance to control the web browser market, but that was beaten back.
I like this. The more exuberant the loudest voices on this topic sound, the less people will believe it. So the far more rational and likely story gets ignored.
If the zerosumgame is spot on then it’s even better. If ZSG is correct… then maybe hitting the ATH by June isn’t out of the question. I’m still expecting it to be exciting, but not earthshaking.
If the bears don’t see it coming, all the better.
StealthP3D
Well-Known Member
Color me skeptical. ZeroSumGame is making all the same noises I would expect to hear from someone up to their eyeballs in bullish TSLA options nearing expiration. I don't know this, just sayin'...
Maybe my post didn’t come across as skeptical as I feel about the promised 80% margins and 5+ GWH production in Q4. But skeptical is the natural color of an ogre.
If he were the short and distort god that he thinks he is he would have spent all his time on companies like Carvana or even Rivian/Lucid.
Tesla was able to make a profit per car at the same level of production that Rivian is today.
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He has disclosed that he is long J25s, in size. His stated time frame is 12 months for the MP thesis to play out.
If he is anywhere close to being right on margins and timing of the MP ramp, Leaps are about as underpriced as they were in 2018.
FrankSG Also noticed the potential opportunity a little while back and published a blog post as well.
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