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

[Chocochip]

I feel strangely excited... for reasons I am not at liberty to discuss here...

 

[Chocochip]

So Elon is playing us again...
Clicked the x.com/x link, shows an empty page except for a letter y in the top left corner...Yes? gentrify mordor? something about the model Y? Anyone's guess...

It's Dad Jokes o'clock, that's all...

 

[Fact Checking]

If Tim’s message to his fellow shorts is that if TSLA roars to $370, then he’s out. Now imagine that if you’re a short. One of your most ardent leader is capitulating on television, conceding that he may have lost, and his body language (leg shaking) says it all. I wonder if this is a self fulfilling prophecy where Tim’s fellow shorts start to think, I’m not waiting till $370 to bail, I’m bailing now before you do, Tim. I wonder if this has anything to do with today’s price action? The short thesis is crumbling so fast that CNBC did a short covering segment 101 for its viewers. WOW!

Yeah, many Tesla shorts can still gain an at least $12 advantage over Tim Seymour's capitulation price of $370, if they cover right now, real fast!

Nope it's the sun - flares are in high activity today.

Solar flares are monitored by AI trading computers and are seen as a risk to technology stocks in case of a blackout scenario. (Lol, just made that up, but that is a real shot of today's sun and the flares go along with the spots generally.)

View attachment 478725

First I thought you were joking, but look what kind of weird anomaly appeared in the latest DSO satellite imagery:

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I'm not sure about its scientific significance though.

 

[TheTalkingMule]

Institutional accumulation was inevitable and is apparently starting. Delightful.

What's up with getting added to the S&P500? 9 more months?

 

[Alphacrux]

Old steelworks site on south side of Chicago or Gary Indiana is as Mordor as it gets. Might be bad PR to call someone’s hometown Mordor.
Maybe Flint? He’s built up local contacts with clean water assistance.

Unless he's talking about climate. According to one researcher, the climate of Mordor is most similar to West Texas:
Climate Scientist Takes on Tolkien's Middle Earth
http://www.bristol.ac.uk/university/media/press/10013-english.pdf
I'm not sure that West Texas is the best place to build a new gigafactory..

 

[sparcs]

A runup before the pickup truck reveal? Then the share price drops after the media starts their FUD campaign that it's too bizarre looking to succeed?

 

[gene]

jeeez! Yesterday Zac and Jesse from "Now You Know" on Youtube mention they are long investors in Arcimoto EV's, I went and bought 3000 shares after market yesterday and boom! Today Arcimoto (ticker FUV) is up 23%! Arcimoto made in Oregon. I think I will hold these shares long.

 

[EVNow]

I think this may be helping: Vladimir Grinshpun on Twitter: House Ways and Means Democrats called for the expansion of an electric vehicle tax credit and the extension of tax credits for solar energy in a draft package released Nov. 19: - make $7k-per-vehicle credit available for up to 600k vehicles sold per manufacturer

2M extra shares bought because of this ? I hope not.

There are like a thousand bills the House has passed waiting to be taken up by the Senate. That way Trump won't even have to veto any bills.

 

[Chocochip]

Yeah, many Tesla shorts can still gain an at least $12 $11 advantage over Tim Seymour's capitulation price of $370, if they cover right now, real fast!

FTFY

 

[Unpilot]

She pops through 360 virtual beers are on me.

 

[wipster]

Nikola Corp | Nikola Corporation to Unveil Game-Changing Battery Cell Technology at Nikola World 2020

nikola's claim, how credible is it? I guess the facts might be more in the battery capabilities they did not mention.

Yeah, I'll believe it when I see it... in the fall of 2020. Methinks this is probably a cash call, looking for potential investors and licensees. Bet they can't wait to see what happens when a nail gets driven through it.

 

[Bunky]

People read way too much into Elon’s tweets.

More often than not he’s just goofing around rather than sending obscure hidden messages about bullish developments.

 

[⚡️ELECTROMAN⚡️]

Read the bill, my dudes. Well, first with the understanding that this is unlikely to pass as it's currently drafted. But given that, here's the details: (starts on page 50)

-Transition period: point where a manufacturer hits 200k plug-in vehicles sold in the US.
-Phaseout period: 2nd calendar quarter after the point at which a manufacturer hits 600k plug-in vehicles sold in the US. (50% credit for the first calendar quarter of the phaseout period.)
-Exclusion period: period from which a manufacturer hit 200k and the passage of this act.

Vehicles sold during the transition period are able to claim the credit less $500.
Vehicles sold during the exclusion period do not count.

To say it more concisely: yes, this will harm Tesla as it still relies on a per-manufacturer cap, which Tesla will hit way (way, way due to the bigger cap) before anyone else. But it would reinstate the credit for Tesla until they hit 600k + [number sold since they hit 200k and the passage of this act] vehicles sold in the US.

It shouldn’t harm Tesla any more than the current federal ev incentive.

 

[EVNow]

well that sucks for Tesla, doesn't it? they've already sold well over 600k vehicle. Helps everyone else out immensely, though.

Over 600k in US ? probably not - but they are likely close.

What I really want them to do is remove per manufacturer cap - and move to a total cap of 2M to 5M.

 

[gene]

She pops through 360 virtual beers are on me.

Beauty is in the eye of the beer holder.

 

[sparcs]

People read way too much into Elon’s tweets.

More often than not he’s just goofing around rather than sending obscure hidden messages about bullish developments.

elon agrees: Elon Musk on Twitter

 

[wipster]

Just released:
Ford F-150 and Lincoln MKX recalled for battery fire risk

And these are ICE vehicles... Imagine how well they'll do with BEV's.

 

[MP3Mike]

Over 600k in US ? probably not - but they are likely close.

What I really want them to do is remove per manufacturer cap - and move to a total cap of 2M to 5M.

It looks to me like they are right around 500k right now, which is higher than I expected.

 

[Off Shore]

These are the guys that sued Tesla for saying the Tesla Semi stole their aesthetic design which was completely bogus and which they had to embarrassingly drop the lawsuit. These are the guys that also continually said hydrogen was the next big thing, not electric...….So I'm feeling pretty confident when I say they're talking out of their a**.

That's methane, not hydrogen.

 

[sundaymorning]

So the competition is cutting capex, R&D in order to compete with Tesla’s moat? Good luck with that, this is the time you’re suppose to ramp up R&D on all cylinders and let people know you’re alive.

Daimler Outlines Restructuring Plans to Offset Cost Woes

In view of the increasing costs, the company has outlined restructuring measures to maintain financial health. While Daimler invested massively in the recent years to develop electric and driverless cars, it is time to freeze the capex now. Daimler intends capex and research & development costs to be capped at 2019 levels, and reduced in the medium term. It aims to cut jobs of more than 1,000 managers, which is likely to slash costs by about 1 billion euros by the end of 2022. Putting a rein on spending and cutting jobs will aid the company in saving more than 1.3 billion euros.