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

[Menifeer]

You wrote those calls, right ? Karen may have thought you sold to close the position.

Correct. I should have said that I wrote them.

 

[EVNow]

There's no problem with pewdiepiepie being right wing. From what I've been seeing and hearing. The new generation after the mills are pretty sick of left wing politics. They are the young up and coming crowd so future ev owners.

Pew poll says exactly the opposite. Gen Z are even more liberal and left than millennials. Even R leaning Gen Z.

http://www.pewsocialtrends.org/2019...llennials-on-key-social-and-political-issues/

 

[ggr]

Well... nearly green. Close enough, given what it was fighting against. Onward and upward tomorrow

The increase in volatility was enough that I ended up a few thousand dollars, due to the call options, even though TSLA was (slightly) down.

 

[azaz]

the SEC isn't gonna go after the Saudi PIF. too difficult of a target.

 

[sparcs]

Saw this moments ago from @hedgemind

$TSLA Early 13F filing data shows institutions are big sellers of $TSLA in Q4. 97 of 680+ existing holders reported a 84% reduction of shares. Though still too early to draw conclusion, the trend may not be positive to TSLA. ~17% of institutions reported Q4 holdings as of today

The easy conclusion to draw is that they sold high and now can buy low as shares dipped below $300.

 

[AlexS]

Somewhere around the 2:56min mark he says it's a small area that is "already mapped". To me this is not self-driving. Elon has mentioned that Tesla could have done this already. I don't think it's super difficult for a self-driving company to take a small area and tweek their software to drive JUST those few roads. At that point I had no interest in the rest of the clip. It sounds to me like it is specifically programed to make the circle. Waymo has been doing that for years.

I am quite sure that all full self driving technologies will need mapping the roads before driving given road fully autonomous. But Tesla have a lot of cars to map the roads. Also this MKBHD video shares some similarities with Navigate On Autopilot, so I have a feeling this is pretty close how FSD will work.

Tesla To Map Roads With Cloud Technology

 

[BaneBeater]

Chances of another SEC investigation for insider trading? I’m not saying that Tesla would be guilty, but such perfect timing would warrant some scrutiny?

Doubtful. I don't think many people would have been privy to the full scope of layoff plans. Maybe two dozen.

I'd suspect corporate espionage or a 3rd party leak (like a consultant, or an auditor) before insider trading.

Also remember that this type of deal doesn't just happen in a few hours. They're hedging a 2B+ position. That kind of deal takes planning and negotiation.

And hey, there is still the possibility for perfect timing. Hedging their bet before earnings? Probably not a bad idea.

At most companies, managers get asked to prepare a contingency plan: who would you cut if you absolutely needed to? How would you make do? Some companies require their managers to constantly keep this plan updated.

When it comes to actually making the cuts, it's usually kept very quiet - Elon and 20 other people would be the only ones who really knew about it. Then they just execute the plans up to the level of cost savings they want. It's painful and often shocking for even senior managers, but it happens.

 

[gringotuanis]

There’s another big promo opportunity four days later...

What happens 4 days after ER?

 

[MartinAustin]

Chances of another SEC investigation for insider trading? I’m not saying that Tesla would be guilty, but such perfect timing would warrant some scrutiny?

welcome to the doorway of my QSP list. please wipe your feet as you enter

("Quickly Scroll Past")

 

[ZeApelido]

Knowing the way Russians do things, there's probably someone hidden in the frunk that's actually driving.

https://bigthink.com/technology-innovation/russian-robot-turns-out-to-be-man-in-a-suit

Present Day Russia Joke:

In Russia, car drives you.

2050 Russia Joke:

In Russia, you drive car.

 

[anthonyj]

What happens 4 days after ER?

Superbowl

 

[ZeApelido]

Pew poll says exactly the opposite. Gen Z are even more liberal and left than millennials. Even R leaning Gen Z.

http://www.pewsocialtrends.org/2019...llennials-on-key-social-and-political-issues/

What's after Gen Z?

Does Trump move us to Cyrillic next?

As in "Generation д was the last generation born before the permanent implosion of the Republican party"

 

[Sudre]

I am quite sure that all full self driving technologies will need mapping the roads before driving given road fully autonomous. But Tesla have a lot of cars to map the roads. Also this MKBHD video shares some similarities with Navigate On Autopilot, so I have a feeling this is pretty close how FSD will work.

Tesla To Map Roads With Cloud Technology

When the words "mapped" were used by the software company in this case I am pretty darn sure they meant every single small detail. Potholes, exact location of stoplight bulbs, exact location of stop signs and where exactly to stop, etc. Real self driving will recognize the stop signs and know where to stop on it's own or it's not self driving. Otherwise a few weeks later a new stop sign can get added and an accident happens. They are not just talking about a map of where the road goes.

Now their software is gauging on it's own how to deal with traffic.... but that's nothing new.

 

[gringotuanis]

Superbowl

That would be interesting. Never any advertising but start with Superbowl ad.

 

[X Fan]

TE]

Pew poll says exactly the opposite. Gen Z are even more liberal and left than millennials. Even R leaning Gen Z.

Generation Z Looks a Lot Like Millennials on Key Social and Political Issues

FWIW: sample that same group 20 years from now and advise if the results are the same....

 

[EVNow]

What's after Gen Z?

Does Trump move us to Cyrillic next?

As in "Generation д was the last generation born before the permanent implosion of the Republican party"

Gen a. Start with small letters in ASCII.

 

[EVNow]

TE]


FWIW: sample that same group 20 years from now and advise if the results are the same....

Funny, you should ask.

Most people tend to stick to the party they liked when they start becoming politically active. Lots of research on this or as Rs would say fake news.

PS : https://fivethirtyeight.com/features/partisan-loyalty-begins-at-age-18/

 

[Silent Ludicrosy]

That would be interesting. Never any advertising but start with Superbowl ad.

It could be Kimbal Musk talking about plant a seed day while charging, summoning, and driving a Model 3. “Not a Tesla ad”

 

[X Fan]

Funny, you should ask.

Most people tend to stick to the party they liked when they start becoming politically active. Lots of research on this or as Rs would say fake news.

Party aside, Older folks tend to be more "conservative".....

 

[SunCatcher]

It could be Kimbal Musk talking about plant a seed day while charging, summoning, and driving a Model 3. “Not a Tesla ad”

In other words; Public Service Announcement. "Not an ad".