could very well be true. we need a good production report at the end of Q2, and perhaps a surprise like accelerated ramp up of MY, to provide evidence of top-line revenue growth in the foreseeable future & then it may come back to life...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Buckminster
Well-Known Member
VW's new electric car passes 10,000 orders in just 24 hours
More than any other recent news, is this the final nail in the Tesla killer's coffin? This is a decent car from a top brand in a huge segment with no real segment competition. And what do they get for their careful thinking ~2 week's production worth of orders. Would you commit to extra tooling for ramp up at VW - I think not.
More than any other recent news, is this the final nail in the Tesla killer's coffin? This is a decent car from a top brand in a huge segment with no real segment competition. And what do they get for their careful thinking ~2 week's production worth of orders. Would you commit to extra tooling for ramp up at VW - I think not.
That's a laugh. The implication is we needed those 30K workers because we ran out of workers, but that's BS.
With rare exception (when actually used as intended to allow in someone with skills that can't be found here AND paying them accordingly), foreign workers are used to save money for big corporations. From Disney to Silicon Valley, to straight up regular labor trafficking, the H1B visa system is heavily abused at the cost of not just domestic workers but the foreigners who participate as well.
The fix is in: Proof that H-1B visa abuse is rampant
How H-1B visas have been abused since the beginning
The market is nonsensical, we knew that from observing TSLA's behavior over the years
Very interesting input, thanks. I think China has great potential to make the world better for their country and the rest of the world, and relevant to this forum can be a great help in both manufacturing and market for Tesla vehicles.. Lots of smart folks and hardworking folks, and actually some overlap in those groups.
Only thing that confuses me is your two themes that “capitalism leads to impoverishment and doom”, along with “socialism (at least China’s current flavor) leads to impoverishment and doom”.
I'm about to apply some UV light therapy to sear my eyes from seeing all these pages of Trump talk...
I think most of us feel the same way, even the large investors...which is why it's low. I'm hardly an expert, but I was giving some mild advice the other day about Tesla stock and I pointed out that it's not likely to gain much in the next few months.
Alphacrux
Member
OT: Got to finally test for myself autopilot no-confirmation lane change today. Did everything as expected in highway traffic- changed lanes into passing lane, back out of passing lane, into exit lane.
Put a smile on my face. FSD with a 10X more capable computer doesn't seem so far-fetched.
Put a smile on my face. FSD with a 10X more capable computer doesn't seem so far-fetched.
2007 for the Roadster. I'm sure much better today. I've seen 85% claimed on this forum. Maybe someone has better data.
Just to be clear, it's severely undervalued right now, all those things you listed could happen and we prob still won't be back to 325-350/share. The stock price is this low not because of Tesla's revenue, margins, etc....it's artificially being held low. Sure Q1 caused the share price to drop.....but the share priced should have been 400-450/share at that time and dropped to maybe 350/share based on the bad Q1. Tesla's valuation is a joke, it's been a joke since Model 3 ramped in Q3 2018.
99 TeslaPoints to the poster who creates appropriate sub-threads for all those subjects that have 3/8 of 9/10 of ____X___-all to do about Tesla and the market....and gets those threads going.
OR.....send $999999 now to your favorite Mods and we'll do that thankless task for you.
OR.....send $999999 now to your favorite Mods and we'll do that thankless task for you.
In the past this thread was interesting and informative. Recently it has seemed to keep getting less so.
Causalien
Prime 8 ball Oracle
Pete bannon's recollection of a conversation with tesla. About 20% cheaper chip. When elon went, 20% x 1 million. Ok, worth it.
Higher interest rates had the market in s tizzy , fed threatening 6 or more raises or something ....Yeah, U.S. economy suffering from the China trade war didn't happen - in some alternate universe.
In our universe just half a year of China trade war brinkmanship back in 2018 and early 2019 was a main factor that crashed the NASDAQ by ~30%:
That ~30% fall triggered right when the China trade war intensified, and NASDAQ bounced back when a looming China trade deal was announced. I also cited the studies that show that much of the cost of the China trade war is paid by ... U.S. consumers and businesses.
You can [somewhat foolishly] claim that it's coincidence, that it's completely unrelated, that all those studies are just librul conspiracies - but you cannot claim that it didn't happen.
China trade war and the U.S. tech sector goes down - and it's one of the possible recession triggers. TSLA historically also correlated with China trade war worries - given how big the Chinese EV market is.
humbaba
sleeping until $7000
That was immediately misquoted. I'm sorry that I neither have nor can be bothered to track down a transcript. What Elon actually said was that there would be that many Teslas on the road capable of FSD. So it isn't so much an embellishment as a misquotation of what was actually said.
Causalien
Prime 8 ball Oracle
I'd argue that inflation based capitalism leads to that. But more precisely, the need for inflation which in turn necessitate population increase. Forces constant spending as it erodes savings which leads to inefficient use of money.
humbaba
sleeping until $7000
Maybe I've just not paid much attention in the past, but someone sure at Tesla seems to be on a twitter posting spree. And, no, I don't buy into the story that it is actually Musk. Its been quite the tweet storm.
...and there were two more showing when I posted, but I switched tabs and maybe a dozen were missing. An intern gone crazy?
...and there were two more showing when I posted, but I switched tabs and maybe a dozen were missing. An intern gone crazy?
Joe F
Disruption is hard.
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