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

[uscbucsfan]

Talking about using vehicle fleet idle computers on a crypto style network is cool. Surprising it took this long for it to come up but cool.

It's also extremely unrealistic

 

[EVWatcher]

8-k just landed.

Elon must want to do that company talk asap

 

[uscbucsfan]

But that data is highly suspect. Most people aren't posting their order information on forums or submitting it to surveys...

It's pretty easy to track the reservation number point vs orders and make an educated guess.

Regardless, it sounds like it will only be Foundation for 2024.

And they were never making close to 100k, just sounds to be a lot less than many analyst guessed.

 

[mongo]

8-k just landed.

Elon must want to do that company talk asap

8K is just notification of the shareholder deck release.
Elon is waiting for the 10K...

 

[Big Time]

Well here we are

 

[elasalle]

It's also extremely unrealistic

e.g hereSETI - It uses internet-connected computers in the search for extraterrestrial intelligence (SETI), and it had no monetary incentive.

if there is a monetary incentive, I am sure people would sign up

 

[Artful Dodger]

Their earnings are literally getting smaller quarter over quarter

Wrong. Read the Financial Statements. Tesla's earnings increased in Q4.

 

[Discoducky]

translation: DOJO is underwhelming.

alternate translation: nVidia is a very good competitor and has been able to meet/beat every critical performance milestone for the Dojo project so far (the net: They push each other to go even faster)

 

[uscbucsfan]

e.g hereSETI - It uses internet-connected computers in the search for extraterrestrial intelligence (SETI), and it had no monetary incentive.

if there is a monetary incentive, I am sure people would sign up

It's about as realistic as Tesla keeping leasing to form their Robotaxi fleet.

 

[⚡️ELECTROMAN⚡️]

My biggest issue is that it looks like to me that Tesla didnt better prepare for 2024 in 2023. From losing IRA tax credits on the Model 3, to the delay in launching the Model 3 Highland in USA. To not shifting production around at facilities to better make use of them. Amazes me that Fremont is still so much ahead of Texas. Honestly I cant imagine that the Model NG shouldnt be 100% designed already. Why wasnt production facility in Texas being built already. Why is Semi still not really launched. Seems like someone was pre-occupied. Tesla should be absolutely killing the other manufacturers with the competitive advantage they have in the USA and I mean much more than they were a year ago.

He's waiting for his compensation package, duh. Do you expect the most brilliant man in the universe to work for free? A question for you smart people out there: is there any advantage for Tesla or Elon to keep the stock price low, before a compensation package is agreed upon?

 

[elasalle]

One lesson Tesla finally learned, "don't show the secret sauce ahead of time". So this could also be applicable to DOJO stmt.
Things now will all be shared in the almost alpha/production version, not in proto and beta versions.

 

[elasalle]

It's about as realistic as Tesla keeping leasing to form their Robotaxi fleet.

robotaxi needs FSD to work.
this one just needs to have the hardware in place.

 

[DarkandStormy]

RIP dojo lol

 

[Artful Dodger]

8-k just landed.

Elon must want to do that company talk asap

That 8-K was just a filing to notify the SEC of today's "Tesla, Inc. Fourth Quarter and Full Year 2023 Update, dated January 24, 2024." Tesla always submits these with the Earnings Letters, nothing special here.

 

[SOULPEDL]

Well here we are
View attachment 1011930

Give or take (5). I'm a bit less optimistic than earlier today but I'll get over it. What's the impetus for 5 to go up - Tesla presentation end of the month, V12 in 2 weeks... analysts realize they're floating in cash?

 

[ls7corvete]

Give or take (5). I'm a bit less optimistic than earlier today but I'll get over it. What's the impetus for 5 to go up - Tesla presentation end of the month, V12 in 2 weeks... analysts realize they're floating in cash?

A date for NG product reveal would probably help 5.

 

[MC3OZ]

To copy the next gen car...

They need to "make the machines, which make the machines which makes the machine" - hard to copy - bullish...

However, Investor Day told competitors too much.

I would rather have no Days in future, and tell the competition nothing, let them do teardowns if they want to copy.. Investors should not need convincing, and Wall St will never get it.

if a lot of the Gen3 manufacturing equipment is made by Tesla that is another reason why it will be lower capex and faster to install. Fewer long lead times on manufacturing equipment orders, less risk that equipment does not perform or integrate as expected. Ability to constantly improve manufacturing equipment.

 

[Tony73]

Woot! 4680 production is ahead of Cybertruck production. - Drew

That might just be because cybertruck production is super low right now

 

[Singuy]

That might just be because cybertruck production is super low right now

He also said ahead of Model Y 4680 production as well.

 

[Buckminster]

The huge one off tax benefit going to really make the official PE ratio - which is based on GAAP EPS - look unexpectedly good.

No it has nothing to do with FSD deferred revenue. Tesla still have 3.2b dollars worth of deferred revenue as of today.

So definitely just a one off?

Current P/E ratio at SP of 207:
20700/107+73+78+53 = 66.5 as per google

In 2 weeks:
20700/73+78+53+227 = 48

28% compression