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

[bkp_duke]

Some Twitter users have access to threads from our favorite TeslaQ buddies. I won’t link to it because of profanity, but let's just say there is no joy.

From our VERY favorite, and I quote "These $TSLA price cuts have (in my opinion) completely de-risked the fundamental bear case. I actually just added significantly to our short position @ 116.99 … as I think this confirms another 90% downside for the stock".

I'm happy to take more of the shorts $$$.

As we always said in my former profession: "I don't have a cure for stupid."

 

[Big Time]

We’re at resistance @ 167, a punch thru could flow right to 200

 

[2daMoon]

...also eliminates or dramatically reduces the FUD for us... if the price drops appeared in drips bears would have more occasions to distort the drops.

This talk of "drips" and "drops" and "bears" made me think of Charmin bathroom tissue...

and of them getting wiped out.

 

[madodel]

Finally a week I will be sad to see end.

It's going to be a long slog back to ATH. Cheers to the Longs.

 

[jamaatta]

Does BYD have a European factory? Tesla’s solution is to build local factories, and thus their shipping needs are in flux right now.

Not yet, I guess. Maybe soon?

Ford is in talks with China's BYD over Saarlouis plant, report says

Ford is gauging interest from around 15 potential investors for its plant in Saarlouis, which builds the Focus compact car, the Wall Street Journal reported.

europe.autonews.com

 

[CHGolferJim]

Does BYD have a European factory? Tesla’s solution is to build local factories, and thus their shipping needs are in flux right now.

Someone posted here a few days ago BYD is talking with Ford about a current facility In Europe.

 

[wipster]

Tesla can't even come close to meeting existing Semi orders, I don't see them announcing a new product anytime soon.

I assume you mean a new product based on the Semi? Definitely agree if that's the case... you have to walk before you can run. Plus, I can see a lot of Semi conversions being done aftermarket.

 

[Big Time]

Shorts get burned harder at 170

 

[Ogre]

So this graphic that was tweeted seems to depict 9 modules in a 3x3 grid:

View attachment 900231

The picture from the post above has at least 2 rows visible, but given the apparently wider "center" modules and lack if any indication of a 3rd row, are we seeing a 2x4 arrangement?

I think we’re just very close to the rear tire and can’t see the third row. Also possible only 2 rows. But can’t see from this shot.

 

[SOULPEDL]

Shorts get burned harder at 170

Smell something?

 

[Prunesquallor]

We’re at resistance @ 167, a punch thru could flow right to 200

Um…

 

[aubreymcfato]

This account appears legit:

Tesla won’t build new assembly line in China amid weak premium EV sales

Tesla does not expect a near-term volume increase at its Shanghai Gigafactory, which the US electric carmaker says ‘has been successfully running near full capacity for several months’.

www.scmp.com

EDIT: it could still be FUD in the tone, but I didn't see the change of plans mentioned in the thread, and it appears real news.

 

[Mark Alset]

Wow! Wasn't expecting to see a falcon heavy launch today. Launching TSLA to the moon.

 

[Prunesquallor]

Shorts get burned harder at 170

Um..

 

[Ogre]

“V shaped” recovery starting to form. So far it’s just a reverse check mark we have a ways yet.

Maybe half before March 1st and half after?

@Artful Dodger assured me this will happen in the next 2 weeks. But I’m ok with a slightly more measured pace.

 

[M|S|M MYP]

This account appears legit:

Tesla won’t build new assembly line in China amid weak premium EV sales

Tesla does not expect a near-term volume increase at its Shanghai Gigafactory, which the US electric carmaker says ‘has been successfully running near full capacity for several months’.

www.scmp.com

Headline reads "amid weak premium EV sales" but goes on to say 'has been successfully running near full capacity for several months"

 

[Nocturnal]

What sort of fruit do you squeeze to make burnt hair smell? Asking for a friend.

 

[M|S|M MYP]

Really hope the interns are working a full shift today!!

 

[Prunesquallor]

Legit shorty-squeezy?

 

[hobbes]

https://twitter.com/x/status/1619012569393676288