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

[Wooloomooloo]

6 month Vs NASDAQ and 1 month Vs NASDAQ. So we're tracking almost exactly in line with the index since mid-April when the stock was about $270 - $273. If NASDAQ gets up to 8200, I'd be looking for TSLA at $270.

NASDAQ Last 6 months

TSLA Last 6 months

NASDAQ Last Month

TSLA Last month

 

[Driver Dave]

You've heard of Hammer Time...

 

[EVNow]

It's not just that the public releases are a weeks old. Entire feature sets may be omitted from them, or not updated to the current version of that feature, and those features only available / built into internal development releases. Another example is the Early Access Program releases which often get one specific thing to test but end up being actually quite a bit behind of the public releases in other aspects.

There is not a single timeline of software evolution, there are many in parallel, merging, diverging, getting ahead and behind, and sometimes never to be merged again or only merged a long time after a feature A is complete and validated because without some other feature B must be completed and validated before it makes sense to release it into the public.

I think we are talking about two different things.

You are talking about the universe of possibilities. I'm talking about the likely way it is happening, given what we know from autonomy day & hacked Tesla, what we hear from Musk etc.

 

[Vad42]

If this is the beginning of long-prophesied short squeeze, I’m disappointed. Why couldn’t it start at 380.

 

[EVNow]

Was what we saw just now a bear attack from nearly 235 to 232 - while Nasdaq was flat.

 

[thx1139]

Tesla offers some new inventory for sale on their site - you can see it directly there, or more easily at ev-cpo.com, which collects the data from the Tesla site and provides it in a more helpful way. This inventory has specific VIN numbers and is not already matched to existing customer orders.


Do you mean that all unassigned VINs showed as available for immediate sale from inventory on the Tesla site (and also ev-cpo.com, which makes it easier to view), even though there were already customers for those configurations waiting to be matched? I hadn't imagined that they would do that, but then it's not surprising when deliveries generally seem disorganised.


Any idea if some of the same cars are included or if this is a new batch? I haven't been watching actual VINs.

How do you know when they arrived? When you say arrived last week that is a somewhat wide range. Arrived last Sunday is very different then arrived this past Saturday. Would also say if trying to maximize quarter sales sending a bunch of extra cars with common configs over with a few weeks left in the quarter is a good idea if you can manufacture beyond the orders. Make extra in May for Europe and China and make none in June because of shipping. Keep all June manufacturing for US and Canada. When I say May and June give or take a week or two based on how fast they can actually get a car from Fremont to delivery in those regions.

 

[qunqun]

good video about tesla and Elon

 

[Nocturnal]

Gotta love seeking Derpa.

Still trying to sell vehicles?

 

[EVMeister]

 

[Pezpunk]

lol. BREAKING SCANDAL: Elon Musk wants people to buy Teslas!

 

[Nocturnal]

Same. I used up all my dry powder at $260.

Same here. A few pitty shares at 180/190 but my big wad was blown in the mid 200s. At least cost basis is at 280. Either way, I bought the stock expecting 500 or 4k, so 180 or 260 doesn't matter too much.

 

[traxila]

Doesn’t mean the statement is wrong.

Just managing expectations is all.

 

[j6Lpi429@3j]

Just grabbed another 80 shares at 230.95. The stock seems to have a pattern of sharp early rises and then shallow fall back during the day. Hoping that means I got a fairly good deal...

 

[Joe F]

Guys, check the number of followers. ~500 is the fake (bull) one.
The real one is over 14000.
Just read that number, handles, icons and names are almost identical.

Yeah, and my most despised CNBC contributor that I follow for the comedy relief follows the fake account. Love it!

 

[mtndrew1]

Gotta love seeking Derpa.

View attachment 420575
Still trying to sell vehicles?
View attachment 420576

Car company making effort to sell more cars. News at 11.

 

[Tslynk67]

macros are really helping today

To be fair, the bad macros were a big contributor to the SP fall in recent months, so it's only fair we get some help in the other direction (which doesn't always happen, either)

 

[chiller]

Demand for the tesla pick up is so high that people are making their own.

 

[Mader Levap]

How the hell can they both have identical handles and account names??

They aren't identical. They differ in one letter (small "L" letter and big "I" letter). I think this kind of thing is against Twitter policy.

 

[EVNow]

Was what we saw just now a bear attack from nearly 235 to 232 - while Nasdaq was flat.

Ofcourse some more bear attack. 232 to 229. 104k dumped at 11:03 to push below 230. Another 50k at 11:13.

I guess we are actually fine with shorts completely exhausting their ammo before Q2 P&D.

 

[Curt Renz]

Fred alert, Fred alert!

Tesla is planning a series of surprises for the second half of the year - Electrek

Synposis: a hugely positive article about what's coming in 2H19 and bonus points for there being no "Electrek's Take"

If Fred's writing stuff like this then the squeeze is definitely on

Sorry folks - I've removed the paste of the whole article as it breaks the TMC rules - don't want Mr Grumpy after me...

More Electrek:

Tesla holds its value 2 times better than average gasoline car, study says - Electrek

The first Tesla Pickup truck is here - sort of - Electrek