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

[WMTribe90]

Headlines tomorrow, Tesla “Dug Its Own Grave with Cybertruck” per Elon.

I can appreciate honestly, but there’s honesty and there’s pessimism. Elon sounds depressed and is going too far to lower expectations by going overly negative in his messaging.

 

[AndrewZ]

Elon saying "We dug our own graves with Cybertruck " will be the headline heard round the world

"Tesla releases Cybercasket for $699, already sold out"

 

[thx1139]

"Tesla releases Cybercasket for $699, already sold out"

Dont give him any ideas

 

[kabin]

High interest rates isn't friendly to a high production, lower profit margin auto biz plan. And sounds like some major hurdles for CT production/profitability.

 

[Drumheller]

I think Elon could very much benefit from an actual vacation if he could truly detach and trust his teams.

 

[Zero CO2]

Elon "HW company with SW margins" (but in depressed voice ) stock craters

any other CEO says the above stock to the moon ... he is clearly either depressed or purposely depressing the the stock or both

 

[Bet TSLA]

I miss Zach.

 

[Cosmacelf]

Has anyone heard any good news at all on this conference call? Maybe it was when the audio cut out?

 

[elasalle]

^^
Happy!! EM not selling any shares cheers!

 

[ninpb]

I dream of a day when Optimus can do all our yoga for us

Optimus bending us into pretzels is exactly what Elon has been worried about.

 

[cab]

Elon, I know I've been begging you to sandbag on these calls, but I'm good now. You can stop...no really, I'm good!

 

[Hock1]

@Hock1 @unk45

there is an intriguing blip further down in the article about ""short squeeze" candidates with TSLA being #1
--------------snip-----------------------

1. Tesla (NASDAQ: TSLA)

Tesla , the trailblazing electric car company, has consistently attracted the attention of short-sellers. For three consecutive months up to August, Tesla was the most shorted among large-cap U.S. stocks, as per data from a securities lending firm. Short-sellers bet on stock prices falling, and with Tesla's share price often exhibiting volatility, it presents both opportunities and challenges.;;;;;;;
----------snip--------------

Yes. Just a few days ago, I was thinking about the quantity of TSLA "shares" that are in the system. Due to counterfeited shares. i.e., naked-shorted, FTDs, etc., I would not be surprised if it were in the 5-6B range. In other words, close to 2X authorized and issued. I hope we get to find out, eventually. I've been aware of this manipulation since 2003 ( enhanced by removal of uptick rule in 2007). Being in the industry at the time, I received so much *sugar* about my observations regarding naked shorting. I played golf on almost a daily basis with the chairman of the Bank of Boston and told him about my concerns. He told me he would talk with a respected broker about it. The "respected" broker characterized me as a propeller head. It's amazing that it is all coming to the fore, 20 years later. Better Late than never.

 

[Cosmacelf]

They also have horrible audio on the call. The CFO sounds like he's using a tin can radio.

 

[mongo]

This is the worst conference call I've ever listened to. Elon is on drugs. 50% CAGR gone. CT negative earnings for 1.5 years. No idea how many CT shipped next year. CT is super hard to make (so why make it, why not ordinary truck????).

Cybertruck not significantly profitable is different than Cybertruck being gross margin negative.

Has anyone heard any good news at all on this conference call? Maybe it was when the audio cut out?

Cell lines! 8 cell lines!

 

[Cosmacelf]

OMG, now Elon is anti-selling the cheaper car. WTF???

 

[betstarship]

He's going to win a lot of non SV types with this vent. Especially the ones that actually make things outside of digital apps.

 

[WMTribe90]

Good news on Tesla energy ramp and margins. Good news on 4680 ramp. Beyond that its been pretty rough. I’m still trying to separate out the tone of the call from the actual news. I think the tone of the call is far worse than the actual news. The news is not great, but nothing that is too terribly surprising.

 

[cab]

Damn you Marie Antoinette!!!!

 

[cliff harris]

People upset about elons discussion of macro and affordability... I disagree. I am very glad we have a CEO who is acutely aware of the economics of the end product and the average consumer.
The alternative is to have the CEO of Lucid, puzzled why nobody is buying their staggeringly expensive supercars during huge economic uncertainty. I'd much rather have elon running Tesla than anyone else, and very happy with the very low level of inventory Tesla carries compared to some other companies.
Elon may have had a bad day, or be tired. Thats ok. Its a sign of a CEO who cares and actually works .

 

[thx1139]

Elon whining about work from home at same time trying to say how people living paycheck to paycheck. So ignorant. Hey you can save money working from home, but thats bad so buy a car and spend hours commuting.