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

[dww12]

Concerning a future victory with Elon's brilliant move in the backyard of the German government this cartoon in a German Newspaper says more than 1000 words
View attachment 476845

I think the Germans are much more willing to let the future eat the present.

 

[woodisgood]

Your real name doesn’t happen to be George Orr, does it?

I guess we'll find out on November 21, Dr. Haber.

 

[mongo]

But Germany is not Mordor and Gigafactory Berlin is a done deal.

I think Elon's poll is about another factory, in the ... less enlightened parts of the U.S.

Michigan Gigafactory for the Tesla Pickup Truck secured?

Will Tesla upgrade the Big Three to the Big Four?

Wise words by yourself and @Zhelko Dimic . So I will bring up my favorite Zombie project:
Project Tim Information - City of Durand
Project Tim in Durand MI.

 

[woodisgood]

Question re: GF4 for someone unfamiliar with the machines that build the machine: How much of the specialized "innards" of a GF come from Grohmann?

 

[Prunesquallor]

I don't think I understand the importance of this revelation. Can anyone help me out?

Implications for Europe shipping times, reduce height of “wave”. No Panama Canal.

Dang, I’m out of town otherwise I could go stalking around the Ship Channel.

 

[SpaceCash]

Keeps moving up on small volume, strong sell spikes are the only thing holding it back. It wants to run very much

 

[KarenRei]

Tesla seriously moving opposite NASDAQ.

 

[SpaceCash]

Tesla seriously moving opposite NASDAQ.

Well yeah. It almost always does this. When everything else is down, SAF has less juice to short TSLA

 

[woodisgood]

So who blinks first in the battle of idiotic price targets, Jonas/MS ($250), Levy/CS ($200) or Spak/RBC ($220)?

 

[Mike Smith]

Daimler takes 'reality check' on robotaxis

 

[Off Shore]

So who blinks first in the battle of idiotic price targets, Jonas/MS ($250), Levy/CS ($200) or Spak/RBC ($220)?

Thanks for the clarification. I thought it was the battle for irrelevancy.

 

[SpaceCash]

 

[Nocturnal]

I know it's silly but I'm on pins and needles wondering if my 11/15 360 call will do anything. I feel like we have been walking this line with a slow uptick all week.

 

[StarFoxisDown!]

Yeah so I was completely expecting a retracement back to to 340, possibly below 340 intraday and that it would then start the next leg up. And I thought that would have been a bullish sign. But seems like it wants to do the intraday reversal today...…..on a down macro day.....

 

[JustMe]

International shipments update

The Tesla shipments data I've plotted below comes from the hard work of Franco Mossotto and friends: Franco Mossotto on Twitter

Tesla's rate of shipments continues at a brisk pace. The data below plots the total number of days required to load each ship for overseas deliveries. This is not the total number of days docked - they are tracking the "idle time" at port separately as well. So the vehicle loading days give a hint for the relative number of cars being shipped overseas QoQ. The number of cars loaded per day is estimated to be between 1,000 and 1,500. The 1,500 number is based on shipments to Europe. I think random errors in this estimate may be more important than systematic errors. (unless someone has information that vehicle loading is getting more or less efficient through the year). For Q4, the yellow dots represent ships that have loaded and departed SFO, the blue dot is an estimate for the one ship that is in the harbor now.
We are way ahead of the pace of overseas shipments compared to Q1-Q3 and have probably already surpassed the Q3 and Q2 totals by 3,000 - 5,000 vehicles with at least one more ship scheduled to load. If Tesla continues to load ships for another 3 weeks or so - as in previous quarters, overseas shipments could surpass Q3 by 20,000 - 30,000 vehicles.

Note that this is based only on shipments out of SFO. So that is why the revelation today that Tesla has also shipped vehicles out of Houston is a welcome surprise. But wait - there's more! According to a tweet by Julien Krivascsy, yet another Tesla container ship (ANL Tongala) pulled a sneaky and departed for Australia/New Zealand this week from Long Beach CA Julien KRIVACSY on Twitter. I have no information on the number of vehicles on this container ship and it's not in the google docs spreadsheet maintained by Franco.

As noted earlier today - there are still 2-3 ships worth of vehicles ready to be loaded at SFO. And according to Morten Grove, the latest ship to depart SFO for Europe may contain the biggest shipment of TM3 ever. Morten Grove on Twitter

Q4 is looking good!

 

[Tslynk67]

Not up to date with the thread (just home Fromm work), but judging by the SP and some sudden buying, I guess there's some news, about something...

 

[woodisgood]

Daimler takes 'reality check' on robotaxis

As if legacies were realistically ever a part of this race. Yeah yeah GM something something annoying orange Bolts...

 

[Nocturnal]

Keeps moving up on small volume, strong sell spikes are the only thing holding it back. It wants to run very much

Noob question, how do you monitor/identify those sorts of orders?

 

[SpaceCash]

Noob question, how do you monitor/identify those sorts of orders?

"Level 2" bid/ask monitoring thru your broker or just simply look at the volume corresponding to each move to get a general sense

 

[JRP3]

I don't understand

Correct.