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

[pz1975]

I'm hoping for a fade into the close so I can load up on weekly calls for next week - I can't see how Monday morning won't be a big spike (usual exuberance + margin calls) unless the macro situation gets significantly worse over the weekend. But I am willing to play that risk:reward.

 

[MarcoRP]

Almost a 50% increase in sales compared to 2018
and a 13768% increase in sales compared to 2012.

 

[printf42]

In previous conflicts/war I've often been surprised to see the market take off on another bull run, even in the face of increasing hostilities and uncertainties as to how the hostilities would play out. It's like war really riles up the animal spirits on Wall Street.

Go figure.

Conspiracy theorist here:
War turns tax payer’s money into fat profits for mega corps.

 

[EVNow]

At the Mission Viejo Mall yesterday, no Model S or X on display just a lone white Model 3. It was a little strange.

So where are they hiding 8k s/x and 9k 3s ?

Unwinding never happened in 2019. Atleast they don't need to send that many cars to China anymore.

 

[Causalien]

Man, got woken up by an alert with only 3 hours of sleep.

How should I call this mood? Exuberant grumpiness?

Congrats long

 

[kengchang]

Sold $452.5 Covered Call, you guys know the drill

 

[Cohiba]

In what strange world would starting a war get you re-elected? Honest question, really.

 

[Quesder]

My boss just told me that it’s not appropriate to skip down the hallways.

Please excuse my poor English sense, but what’s so funny?

 

[MartinAustin]

Gene Munster just said that Tesla is just as important a company as Netflix - if not more important - and if Tesla's market cap was the same as that of Netflix, TSLA would be $900 - and it's not unreasonable to expect that.

 

[goinfraftw]

It is possibly worth mentioning in the guise of Iran-US...

Tesla has the best vehicle technology on the planet. Also, it is based in the US, but is supporting joint multi-continent wide efforts to collaborate against...climate change.

 

[gene]

In what strange world would starting a war get you re-elected? Honest question, really.

Sadly this strategy has worked before.

 

[kengchang]

Please excuse my poor English sense, but what’s so funny?

That's what a kid do..

 

[StealthP3D]

CNBC just reported that TSLA is benefiting from higher oil prices... a first?

And Business Insider reported that Tesla "beat" it's own guidance.

When a company guides to a range, in this case 360,000-400,000, and then comes within that range, you could say they beat the low end of their guidance but I don't recall anyone reporting it as an overall "beat" without specifying the "low-end". It would have been more correct to say "narrowly made the low end of their guidance". Yes, I recognize that 367,500 is a strong showing over 360,000 but it would still be more correct than to say "beating its own guidance". Nowhere in the story does it say what their guidance actually was. I call this as "meeting" their own guidance, not "beating" it.

My point is, what's up at Business Insider? Typically they have the most negatively slanted Tesla stories of almost any publication. And where is Linette Lopez when we need her?

 

[Nocturnal]

In previous conflicts/war I've often been surprised to see the market take off on another bull run, even in the face of increasing hostilities and uncertainties as to how the hostilities would play out. It's like war really riles up the animal spirits on Wall Street.

Go figure.

The expectation of massive government spending is all it takes.

Conspiracy theorist here:
War turns tax payer’s money into fat profits for mega corps.

That's not a conspiracy, that's literally what happens. ​

 

[EVNow]

In previous conflicts/war I've often been surprised to see the market take off on another bull run, even in the face of increasing hostilities and uncertainties as to how the hostilities would play out. It's like war really riles up the animal spirits on Wall Street.

Go figure.

That's because American corporations mainly gain from wars. Afterall the countries we go to war with can't come and drop bombs here. Barely anyone in Wall St sends their kids to war. Its the same way East India company stock price would go up whenever they started a new war in India.

It would be a problem only if the oil price goes up high enough to start affecting domestic consumption.

I'd carefully watch out for Iran's reaction. That could come anytime …. and depending on the reaction the market may still freakout - for eg. if they blow up a major Saudi oilfield.

 

[Motor Mouth]

And Business Insider reported that Tesla "beat" it's own guidance.

My point is, what's up at Business Insider? Typically they have the most negatively slanted Tesla stories of almost anyone.

Maybe, just maybe, the narrative of "TSLA isn't a real car company" is in its death throes and BI doesn't want to be sooo far behind the curve. You can only say "niche company" for so long with pegged growth and a brand new factory going into production for the coming quarter. More likely, however, it was just an isolated instance of sanity which will be remedied soon with another LLopez hit piece.

 

[Cherry Wine]

That's because American corporations mainly gain from wars. Afterall the countries we go to war with can't come and drop bombs here. Barely anyone in Wall St sends their kids to war. Its the same way East India company stock price would go up whenever they started a new war in India.

It would be a problem only if the oil price goes up high enough to start affecting domestic consumption.

I'd carefully watch out for Iran's reaction. That could come anytime …. and depending on the reaction the market may still freakout - for eg. if they blow up a major Saudi oilfield.

Yes. The macro situation has persuaded me to buy some OTM puts as "insurance".

 

[clemens]

Short update on Gigafactory 4 (mods move to a more appropriate thread if this is not the right place): The state of Brandenburg has issued a public notification that Tesla Manufacturing Brandenburg SE has applied for a permit to build and run a plant to manufacture electric vehicles. The notification states: Production of Model 3 and Model Y as well as future vehicles. Up to 500.000 vehicles. Own wastewater treatment facility. Start of production July 2021.

The notification can be found here (in german): https://bravors.brandenburg.de/br2/sixcms/media.php/76/Amtsblatt 1_20.pdf

The application will be on public display from January 6th until February 5th in local offices. The report on environmental impact will also be available here: UVP - Umweltverträglichkeitsprüfung.

Objections to the permit can be submitted by anybody until march 3rd. A public hearing discussing the objections will be held march 18th.

Further information (not in the notification): The period for cutting trees ends (as far as I know) on March 1st. It has been stated before, that Tesla could cut down the forest on own risk.

I was at the planned site yesterday. There are lots of markings and a crew of 5 forest workers were cutting down very few trees with chain saws (seemed like minor preparations for the ammunition search).

 

[floydboy]

Conspiracy theorist here:
War turns tax payer’s money into fat profits for mega corps.

Yeah, Haliburton didn't do too badly at all. Mr Cheney did very well indeed.

 

[Causalien]

Bought the Marijuana etf.

I expect a lot of tsla bulls to start smoking it up after the rise from the mem'd 420.