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

[H Mak]

It makes a nice change to sit through the earnings call and see the share price go up not down

 

[CHGolferJim]

I am more excited that he said they could be built on existing lines and not dependent on new factories? correct me if i am wrong!

Elon sounded fluid and confident!

This is a great move. Softening growth rates for 3/Y —> new “hybrid” models asap on current production lines/capacity as a transition point to RT/$25k models. With all our speculation about possibilities, we didn’t come up with this one!!

 

[wtlloyd]

Up 11% after hours. Amazing.

 

[M|S|M MYP]

Up 11% after hours. Amazing.

If this holds up, we'll only be down 30% for 2024!!

 

[OrthoSurg]

Fundamentals have changed.
Robotaxis will be a thing on 8/8
Model 2 next gen vehicle will be revealed soon.
Cybertruck is in production.
Optimus is cooking.

Interest rates are in the 7-8% and incentives have vanished so demand slowed down exactly like Elon expected couple earning ago.

The only thing that has permanently changed is that we don’t hear about Gordon Johnson in the news anymore.

+10% on line 3

 

[Huskyf]

+10% on line 3

Alert we’re going down alert

 

[2daMoon]

160 Hello!

Quite the coincidence that Papafox showed the Max Pain at 160 in last night's report.

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Max pain is 160 at present, which is far enough away from the stock price to not exert much influence. If sentiment after the ER and CC is actually positive, market makers would like to see TSLA rise above the tall put wall at 150.​

 

[Robertj]

In discussion with one major automaker about licensing FSD

 

[cliff harris]

Stock jumped 1% when elon said someone is in talks to license FSD. Its Ford isn't it

 

[y_naught]

Quite the coincidence that Papafox showed the Max Pain at 160 in last night's report.

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Max pain is 160 at present, which is far enough away from the stock price to not exert much influence. If sentiment after the ER and CC is actually positive, market makers would like to see TSLA rise above the tall put wall at 150.​

If that’s pain, I’ll take it for today!

 

[wipster]

The market never responds well to elon discussing optimus, but once robotaxi trails are underway, and once we have video on an optimus on the actual factory line, I think there may be a big change...

A friend has some relatives visiting after they and their friends just got laid off from Fremont. According to them, all of their jobs involved moving things around either by hand or by forklift. With Elon's statement that Optomis will potentially actually working in the factory instead of the lab by the end of the year, if that isn't a big reason for the ROF, I'll eat my socks!

 

[H Mak]

Stock jumped 1% when elon said someone is in talks to license FSD. Its Ford isn't it

Nikola

 

[uscbucsfan]

I know they said the CT wasn't a high profit vehicle at this point. I think investors would agree they should continue the FS until it is, no?

 

[Tachyon]

Toni Such a nagging analcyst with his typical passive aggressive question to bait Elon and hurt the stock

 

[larmor]

It makes a nice change to sit through the earnings call and see the share price go up not down

And a conference call telephony system that actually works...

 

[M|S|M MYP]

Nikola

Fisker..FTFY

 

[geometro]

Elon sounds focused.... I love it!

 

[AndrewZ]

If this holds up, we'll only be down 30% for 2024!!

Heck the stock was $175 two weeks ago

 

[M|S|M MYP]

"If somebody believes that Tesla is not going to solve autonomy, they should not be an investor in Tesla" - EM

 

[SOULPEDL]

"Higher sales this year than last year."
1.8M ->2.1M? Calling @Artful Dodger