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

[elasalle]

If we look at the last seven days, "Tesla Truck" is initially the most popular search term, but now "cybertruck" has overtaken it. There is little diurnal variation in "cybertruck" suggesting it is world-wide, with "Tesla Truck" being for the USA.

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One thing to consider is that Cyber Truck is searched by both Tesla Lovers and haters.
Shorts must had got hard-ons seeing the windows break
I don't think that was the case for Model 3 ... cheers!!

+Viral moment anyway. In the conversation for Thanks giving.

 

[cricketman]

I'm in the minority it seems. Haven't ordered and very unlikely to order it. I think it's cool but far too large for where I live.

I haven't ordered either. I am very tempted, but already have a M3P and my wife has a Y ordered. We would have nowhere to park the Cybertruck

 

[humbaba]

I haven't ordered either. I am very tempted, but already have a M3P and my wife has a Y ordered. We would have nowhere to park the Cybertruck

What, you don't have a lawn?

 

[Cohiba]

For the record. No CT for me. Just can't use a truck.

I can't use one either. Will buy one anyway. Measured the garage, it will fit

 

[cricketman]

What, you don't have a lawn?

True I also dream at night about the new Roadster, but how many cars does a family need! I might trade my M3P in for the new Roadster when it comes so that I can get to work 1s faster each day

 

[Unpilot]

I talk myself in and out of ordering multiple times a day.

Resistance is futile.
You WILL be assimilated.

 

[JRP3]

Resistance is futile.
You WILL be assimilated.

Hmmmm....

 

[FrankSG]

Added Shares. Jan 22 Leaps

I converted my $400 Jan'22s into $500 Jan'22s just now.

• Q3 showed they can be much more operationally efficient than I previously thought.
• Model Y is looking like it'll ramp faster than I previously assumed (previously only expected 5k/week by mid-2021).
• It's possible we'll see some Giga 4 production by end of 2021, previously I thought there was basically no chance of this.
• Elon again reiterating robotaxis in 2020 during Q3 conference call doesn't make me believe him, but does make me more optimistic that it'll improve to the point where it'll impact SP by Jan'22.

They're slightly more risky than the $400s, but a lot of extra upside at SP of 600$+.

The $600 and $640 leaps are too pricey atm imo, but I'll definitely buy some if they are ever in the 10-15$ range.

 

[qunqun]

I can't use one either. Will buy one anyway. Measured the garage, it will fit

my garage doesn't fit, but still ordered the CT, will buy a house with bigger garage within two years

 

[KarenRei]

my garage doesn't fit, but still ordered the CT, will buy a house with bigger garage within two years

New slogan: "Tesla Addiction: Heroin Would Be Cheaper"

 

[humbaba]

True I also dream at night about the new Roadster, but how many cars does a family need! I might trade my M3P in for the new Roadster when it comes so that I can get to work 1s faster each day

Yeah, I'm more motivated to buy a cybertruck than anything else but there's the problem of "who will drive it" and "where will it be parked". I don't have a garage and the location of charging is less than ideal (can't reach for yard parking and can't park anything larger than my model 3 where its at).

Because my wife is still driving a legacy vehicle I think we will likely get something but it may not end up being a cybertruck. I've got a couple of years to figure it out.

What still amazes me is that even though getting a model Y makes more sense for us I didn't reserve one, but the morning after reveal I reserved a cybertruck. And I'm a car guy.

 

[mongo]

For the record. No CT for me. Just can't use a truck.

I'm larger than average. I don't see it as a truck, but rather as a me sized sedan.
Vault is cross between a Trunk and a Liftgate

 

[printf42]

I can't imagine that it was deliberate. Elon looked drained / angry for the whole rest of the unveil and felt like he was rushing it through. Got a little energy back when they unveiled the ATV, but still really seemed to be in a rush to get offstage.

Looked like he thought he had just ruined Tesla's winning streak with a PR disaster.

Agree, same facial expressions as when he got those messages after he smoked live on JRE.
But, same as that time, unexpectedly the outcome was pretty good for Tesla.

I always say the smoking incident probably helped Model 3 a lot, since all the short FUD turned to attack Elon personally and they forgot to attack the product for a long while.

This time, free exposure with endless MEMEs.

 

[Skryll]

Cramer is buying a Model X

"I have to admit its just an unbelievable experience...I thought when they threw the rock at it ... that would be some sort of sea change, no it encourage more ... you know what, I give up, the car is too damn great... threw the towel..."

What sea change was he looking for?

 

[KarenRei]

The difference from most of you is, I really could use the Cybertruck. But the combination of the expense and the wait time (probably three years here) is the problem. Need a new car ASAP. And while Cybertruck would see extensive use on my land and the highlands, it's quite subpar for the city and long drives around the Ring Road without cargo.

If the stock goes up enough over the next few years, though, I'll get it in addition to my upcoming Model 3.

 

[elasalle]

More MY rumors
Tesla notifies Model Y suppliers to expedite parts production to Q4 2019: report

 

[Unpilot]

The difference from most of you is, I really could use the Cybertruck. But the combination of the expense and the wait time (probably three years here) is the problem. Need a new car ASAP. And while Cybertruck would see extensive use on my land and the highlands, it's quite subpar for the city and long drives around the Ring Road without cargo.

If the stock goes up enough over the next few years, though, I'll get it in addition to my upcoming Model 3.

My prediction is you will be getting a CT.

 

[SunCatcher]

my garage doesn't fit, but still ordered the CT, will buy a house with bigger garage within two years

Who needs a garage when you have a living room? I would totally do this if I could convince the wife. "Honey, there's no oil to leak, and no fumes! Can we pleeeze?"
(Substitute Maserati for CT)

 

[Tslynk67]

I talk myself in and out of ordering multiple times a day.

You gotta replace that Banana-Mobile some day, you know.

 

[Thumper]

Big selling feature should be custom entry height for the suspension. Your profile includes the ideal slide-in height for you. Do current production S and X offer this? If not, should be implemented ASAP. CT will have even more suspension range to play with.