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

[davecolene0606]

Good idea. I wonder if asking Lex Fridman to chime in would be helpful? An MIT Professor ought to have some credibility with a senator.

“@lexfridman Perhaps you can explain Tesla AP to Senator Markey (617)565-8519. He seems to think it allows people to sleep and should be disabled until Tesla is able to make it people proof, you know, like seat belts or something”

Done

Fire Away!

 

[Mike Smith]

According to Anton Wahlman Ford has only 14,000 reservations for the Mach E. That's really, really low considering it's only a $500 refundable deposit. Not exactly a threat to Tesla.

I'm not posting the link.

 

[RobStark]

I'm going to make a prediction that some here will think is blind Tesla fan boy stupidity. But we will come back at the end of 2020 and see how I did:

Ford will not deliver more than 1000 Mach-E's in all of 2020. Radical prediction, eh?

Not radical at all. Rather sensible actually.

Production will start in about a year.

Then it needs to ramp.

 

[UnknownSoldier]

Based on his Twitter feed it looks like Chanos' latest short obsession is PTON: Diogenes (@WallStCynic) | Twitter

Just in case you thought TSLA was a crowded short...PTON has a whopping 94% of float sold short. The intraday volatility has been nuts.

PTON is one of those things where you can throw some play money at a few calls because even the slightest whiff of good news could potentially trigger a massive short squeeze even though it is fundamentally a trash stock.

Definitely not an advice.

 

[EV forever]

Based on his Twitter feed it looks like Chanos' latest short obsession is PTON: Diogenes (@WallStCynic) | Twitter

Just in case you thought TSLA was a crowded short...PTON has a whopping 94% of float sold short. The intraday volatility has been nuts.

Glad the shorters are around to keep these unruly startups in check. Wouldn't want these guys to start growing or anything!

I just feel so sorry for these start-ups who get targeted by these short sellers. Many times these are young folks with great ideas who fall prey to these jerks making a fast buck.
This is just a general sentiment, I have no idea about PTON

 

[StealthP3D]

Not radical at all. Rather sensible actually.

Production will start in about a year.

Then it needs to ramp.

I'm just pointing out to those who think it's a competitive threat to Tesla just how far in the future it really is. By the time your average person can get their hands on the initial production (over a year away), Tesla will have advanced leaps and bounds.

Here's a more radical prediction:

Ford will only deliver less than 20,000 Mach-e's worldwide in the entire year following their planned 2020 launch. I would love to see them be more successful but it just doesn't seem like they are taking this very seriously or will be able to hit the targeted range they recently announced.

 

[lklundin]

Just noticed a RUD of Starship 1:
LabPadre on Twitter

 

[Thekiwi]

Not great for Starship timeline...

 

[Mike Smith]

Kevin O'Leary owns TSLA now? (2:27) They're all turning..

Why Kevin O'Leary likes Tesla, gold, and the Trump economy - CNN Video

 

[Prunesquallor]

Just noticed a RUD of Starship 1:
LabPadre on Twitter

Uh. Looks like the end dome blew off the prop tank.

Does anyone know if it is the LOX or the CH4 tank that is on top?

 

[BornToFly]

I wish I wasn't in my wash sale period and could have bought shares or calls before close today. I could be wrong, but I would say that a 2-5% bounce is very likely tomorrow.

 

[KarenRei]

 

[mongo]

Uh. Looks like the end dome blew off the prop tank.

Does anyone know if it is the LOX or the CH4 tank that is on top?

If is like the other rockets, it is LOX.

Thread:
Starship Orbital Prototype - Texas Version

 

[Mkorpal]

I just feel so sorry for these start-ups who get targeted by these short sellers. Many times these are young folks with great ideas who fall prey to these jerks making a fast buck.
This is just a general sentiment, I have no idea about PTON

Pretty sure they make insanely overpriced exercise equipment. Although an 8.2B market cap for them seems silly unless there is some angle I'm missing.

 

[X Fan]

According to Anton Wahlman Ford has only 14,000 reservations for the Mach E. That's really, really low considering it's only a $500 refundable deposit. Not exactly a threat to Tesla.

I'm not posting the link.

End user only or includes assigned dealer inventory?

 

[Thekiwi]

Pretty sure they make insanely overpriced exercise equipment. Although an 8.2B market cap for them seems silly unless there is some angle I'm missing.

Every bike comes with an expensive monthly subscription to the live streamed classes/workouts that get played on its screen. Wall Street loves subscription services at present. Not sure how many they need to grow into that current market cap though.

(It wouldn’t be completely insane for Tesla to come up with a subscription plan of some type for its vehicles - some sort of bundle that includes a selection of FSD features like summon, cloud storage for media, audio & game content, Sentry mode recordings, free supercharging miles up to a specified monthly limit - maybe charge $100 a month).

 

[Thekiwi]

New S & X SR options incoming?

https://insideevs.com/news/383475/2020-tesla-model-s-x-standard-range/

 

[Curt Renz]

So you do care, at least a little. It's 'couldn't care less'.
...

Indeed. The use of the nonsensical form of the statement was one of my late mother's pet peeves.

 

[Oil4AsphaultOnly]

His utter silence on TSLA tell you everything. He is trying to cover right now, quietly.

I'm tempted to ask Einhorn how he feels about the rumors of Chanos covering his TSLA shorts? Prisoner's dilemma at play.

 

[Beltsbear]

New S & X SR options incoming?
https://insideevs.com/news/383475/2020-tesla-model-s-x-standard-range/
2020 Tesla Model S And Model X Standard Range Show Up On EPA Site

Hopefully so. Along with an interior update. Tesla could sell more S/X and a lower priced version would help. Especially for use as taxis all over the world.