LN1_Casey
Draco dormiens nunquam titillandus
Wow, I think they missed about 30 seconds of the video of non-advertisement.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Wow, I think they missed about 30 seconds of the video of non-advertisement.
Amazon disrupted retail. Tesla (and SpaceX) are disrupting way way more than that, as you know. For this reason, it seems unlikely that Tesla's growth will be "elegant and supported." Media hit pieces against Elon and his companies will intensify, because most media are owned by or sell advertising to the disrupted industries. Wall Street is contributing to the disinformation because they profit from TSLA volatility.
It's probably gonna get worse, as Tesla takes more market share from the Big Boys. But Amazon is an interesting comparison, because at one point AMZN dropped 90%, not 50% like TSLA did this year.
At one point, Amazon lost more than 90% of its value. But long-term investors still got rich
I'm actually grateful for TSLA's drop because I bought more yesterday and today (but not on margin). Bring on 90% and I'll load up more.
Driver Dave
Member
The old auto companies are jumping in the same dinghy together as the ICE industry slowly goes under...
BMW and Jaguar Land Rover to jointly develop electric car parts
When innovation disrupts, the old guys try to merge to survive, but then together, sink.
BMW and Jaguar Land Rover to jointly develop electric car parts
When innovation disrupts, the old guys try to merge to survive, but then together, sink.
Added a small amount to my very small but real TSLA holdings yesterday at $191.
If only there was some profession whose job it was to investigate things like this and “report” the truth of what’s really going on to the public...
It should say that the people want clean air and the OEMs chose to ignore that and continue to make polluting vehicles. Tesla was rewarded for giving the people what they want while legacy manufacturers continued to defy the government.
The tweet says that it's -64% compared to April... How can it be a record month then?
EDIT: Based on this source, May has been the worst month since January (which is in line with the tweet you linked to).
Switzerland - Flash report, Sales volume, 2019 - MarkLines Automotive Industry Portal
Is it wrong that i read all your posts in a William Shatner voice?
Musing...
I listened to the Ride the Lightening podcast with Elon and a thought crystallized for me. I think Elon and Tesla feel they are much further away from being able to make a profitable $25K car than making a $35K that could earn the owner revenue. Bluntly the M3 SR+ with FSD is their attempt to entice the $25K market (actually if you believe them it entices the $15K and $5K markets as well
). Many points of disagreement on this board as to when they can offer this mythical FSD but corporately their efforts are going into the NN software bucket and not the next gen cheap car bucket. Clearly a $25K Tesla would greatly further the mission however the FSD is like a backdoor to get there.
I listened to the Ride the Lightening podcast with Elon and a thought crystallized for me. I think Elon and Tesla feel they are much further away from being able to make a profitable $25K car than making a $35K that could earn the owner revenue. Bluntly the M3 SR+ with FSD is their attempt to entice the $25K market (actually if you believe them it entices the $15K and $5K markets as well
). Many points of disagreement on this board as to when they can offer this mythical FSD but corporately their efforts are going into the NN software bucket and not the next gen cheap car bucket. Clearly a $25K Tesla would greatly further the mission however the FSD is like a backdoor to get there.
Confirmed - i have conviction and am greedy - I use margin
This can very well be the case, but it won't make May a record month in CH:
ev-enthusiast
Active Member
In the original post I mentioned May YoY.
Mike Smith
Active Member
Annual shareholder meeting is next Tuesday. Last year investors were gloomy just like now, then Musk reaffirmed guidance at the meeting and TSLA rose 25% in about a week.
ev-enthusiast
Active Member
Yes. Makes sense to compare deliveries by month YoY cause deliveries can change significantly as ships arrive in Europe during each quarter. I think this bodes well for June deliveries!Ah! I see. So you meant that it's the best May ever. YoY. Makes sense.
Musing...
I listened to the Ride the Lightening podcast with Elon and a thought crystallized for me. I think Elon and Tesla feel they are much further away from being able to make a profitable $25K car than making a $35K that could earn the owner revenue. Bluntly the M3 SR+ with FSD is their attempt to entice the $25K market (actually if you believe them it entices the $15K and $5K markets as well
I think you're right. It seems similar to how Henry Ford created a new market for his new product by paying relatively high wages to employees (whether or not that was his primary motivation). If this article's thesis is correct, it even helped trigger the broader growth of the consumer economy and an affluent middle class. Makes you wonder about the broader social and economic implications of Tesla Network if they really do pull it off as Elon imagines.
Whether this comes to fruition or not it is interesting in terms of the potential battery. Lighter and greater capacity is an interesting combination that many would like to see coming. Such a double whammy suggests the success of a new chemistry perhaps.
I would tend to consider this just a testing mule however.
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