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

[Krugerrand]

I think they were just stunned.

Agreed. Loved that they had nothing to ask in their usual passive aggressive manner et al.

 

[ggr]

What do you mean, ‘on another level’? Like on the second floor? Or are you suggesting that the press line in GF3 is superior to the Schuler line in Fremont, which was specifically built for Tesla by the premiere press building company on the planet?

At least the biggest one in Fremont was bought second hand from someone in Detroit. I'm not sure about the other three that were there when the factory opened. Then they added another big one later.

 

[Dan Detweiler]

Do we have any info on the Solar Roof V3 reveal today? Would love to sit in on that one.

Dan

 

[Unpilot]

I'm doing just the opposite. Waiting for prices to settle a bit and IV to finish dropping before buying back the upper end of call spreads and moving them up. Hope prices don't rise too much in that timeperiod.

Disagree because I want the price to rise...rise...rise.

 

[HG Wells]

WOW
10 Million traded in 15 minutes.
Wonder if its lots of shorting at the new higher price.

 

[dww12]

The effing solar! They have pre approved installs, no marketing, and lowest cost/no cost, and they are releasing the solar roof! It’s an effing money machine. I can’t believe I’m dry, how is this only up 20%?

 

[TheTalkingMule]

CNBC talking to Southwest Air for 20 minutes this morning. Nothing else to discuss.

 

[Krugerrand]

A cat of few words.

Going back to sleep. Nothing much exciting going on.

 

[woodisgood]

All the headlines on my stock ticker are..."Good quarter BUUUUUT...."

 

[StealthP3D]

Last year? All quarters profitable going forward? When he said small loss in Q1? what are you talking about?

Musk didn't say all quarters going forward would be profitable. New product ramps, for example, require relatively large investments before the money starts flowing to the profit line. Musk said this can cause the profit to go negative in those quarters.

 

[Dan Detweiler]

All the headlines on my stock ticker are..."Good quarter BUUUUUT...."

Yeah, isn't it funny that if Tesla had missed profitability by a single dollar they would have had Chanos and the rest lined up to show how the company was falling off a cliff. Instead...

...crickets.

Dan

 

[Artful Dodger]

Shorts are gonna work it hard so it mostly comes down to how much power they have left. But yes, I'm guessing there will be no stopping it. I'm thinking roughly around $310. I wanted to say $320 but trying hard to temper my bullishness.

It's amok time for the Boss Shortzes. Today's Closing SP will define how many margin calls get made after 4 pm. If we close over $300, that could cause a cascade failure in their short warp core's on Friday morning.

And no real Klingon ever wants to spend the weekend worrying about covering on Monday, when they could cover now?

Live long and prosper!

P.S. 5.45m shares traded by 09:49 ET??

 

[Krugerrand]

That's what a next level non-Schuler press will do...

Just stop. The press line is nothing ‘special’ and it’s not even from arguably the best press making company in the world. It doesn’t even look Italian to me, let alone German.

If you’re referring to the patent you posted before - yes, that will be impressive when it happens. No doubt. What’s in GF3 right now from the picture provided; is not that machine.

 

[Artful Dodger]

Where? Pre-market started at $300 from what I can see.

Tesla, Inc. (TSLA) Pre-Market Trading

 

[woodisgood]

Yeah, isn't it funny that if Tesla had missed profitability by a single dollar they would have had Chanos and the rest lined up to show how the company was falling off a cliff. Instead...

...crickets.

Dan

Looking forward to seeing some quiet revisions on ratings and price targets from some of these folks that are going to look quite silly...

 

[ZeApelido]

This is for the shorts

Hint: She is their TSLAQ bankruptcy dream

 

[TheTalkingMule]

It's amok time for the Boss Shortzes. Today's Closing SP will define how many margin calls get made after 4 pm. If we close over $300, that could cause a cascade failure in their short warp core's on Friday morning.

And no real Klingon ever wants to spend the weekend worrying about covering on Monday, when they could cover now?

Live long and prosper!

Just to clarify....shorts are clearly more aligned to the Ferengi. No word from Daimon Chanos yet today.

 

[StealthP3D]

If they will answer this question privately this will be insiders information, or not?

I would be surprised if Tesla answered any new questions in a post-conference call private call with an analyst. Technically, there is nothing wrong with an analyst calling up Tesla after the earnings call and say "I didn't understand your answer on topic X" and Tesla can explain it again but they are not technically allowed to say anything new (that is material). Personally, it would surprise me if Tesla would even take the call.

 

[Mike Smith]

The 2025 bonds are up nearly 3% to 92.22. That's a huge move for a bond paying 5.3%.

 

[electracity]

what are you smoking? Yesterday’s close was 253. Did I miss some news ...?

You missed waiting for the open today.