Solar and battery storage should get a boost from survivalists who are concerned about electric outages. Big-ticket item sales go down when people are afraid. It would affect Tesla negatively as well althought slightly less than gas cars.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
JusRelax
Active Member
I'm thinking TSLA will be up early in the week as well. Friday was one of the most convincing days for me that the stock price was deliberately manipulated to minimize ITM calls. On Monday/Tuesday, there should be much less of that.
JusRelax
Active Member
If Tesla asked them to delete the post, then I'm actually glad that there is no screenshot.
I expect TSLA to have resilience in many, though not all, of the more likely imaginable conflict situations. TSLA would see more rapidly increasing traction as a hedge against trouble in the entire oil fueled economy.
Even a war (short of a catastrophic nuclear, etc. exchange) would favor Tesla, in time at least, as EV’s used appropriately would confer advantages against ICE-based platforms in many kinds of battles (before those of you who would disagree do so, I suggest you spend a bit of time on a structured creativity exercise or three).
Isn’t Tesla already winning the arm’s race on our roadways through the advantages of electric motors? "Build ’em bigger" won’t protect the legacy OEM’s and fossil energy forever in the marketplace.
In other words, if a big war would protect the fossil fuel industry from ultimate disruption from EV’s rather than accelerate that disruption, we would have had one by now.
JusRelax
Active Member
StealthP3D
Well-Known Member
2 years ago I said we’d see electric cars in the Indy 500 in 20 years. Let’s see how wrong I end up being
Your prediction won't be wrong, just laughably late. Disruption happens faster than most people can comprehend. It only seems slow because we wake up each day to a largely unchanged world.
dc_h
Active Member
It’s a mystery. Could be Lathrop, since semi is likely only assembly. If there is any stamping, it could be done from Fremont. Traditional semis are very custom built and even Tesla won’t likely build them like cars. Pilot production could be Lathrop and move to Sparks or elsewhere for full scale.
StealthP3D
Well-Known Member
It probably doesn't contain material information, at least not anything too obvious. Musk has pushed the limit sometimes (and perhaps exceeded it in many fewer instances) but, contrary to the way the media portrays him as a "loose cannon" he is actually very calculating with his words ($420 tweet excepted, perhaps). That was done for a specific reason that we may never know.
I bet they had to agree that Tesla basically owns the interview and can prevent them from publishing any portion of it with proper notice. He can't release material information to ANY of the panel so the publishing of it is not where the line is drawn. I only give it 50/50 that Tesla even had their lawyers review it before the publishing deadline. Musk really does understand the legal nuances (unlike many CEO's who need to rely heavily on legal council). The fact that he pushes the limit doesn't mean he doesn't understand the limit, it simply means he's willing to take survivable risks.
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StealthP3D
Well-Known Member
I'm not willing to concede the market will necessarily "ride down" later in the week. Full-blown hostilities could break out and the market might soar. But, yes, the market has been very good over the last year so it would be normal to have some downward macro market pressure in the short-term. Just don't expect it to correlate with the level of hostility (at least not for any length of time). And Tesla could very well be a shining star.
Steady as she goes.
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Yes there were 2-3 more tweets to follow that I summarized earlier. From memory—>
*Real-world testing on unfinished roads and hills with loads etc to validate specs and performance
*Finalizing charging standard
*Limited customer deliveries for final validation leading into full scale production next year
I don’t think any of this is competition sensitive because it’s in line with previous guidance and it’s all common sense.
Future ain't as bad as Friday, actually recovering right now, BUT that's all subject to change depending on the orange man and Iran
I don't agree. Previous guidance was only for limited production. No mention of deliveries. I assumed that they would all be used internally with no customer deliveries.
I could have sworn I saw something about limiting customer deliveries in 2020 but that was a while back. I could be wrong.
**Looked and looked. Guess I was wrong. I couldn’t find the words “customer deliveries” in 2020 anywhere.**
—> So if you are the CEO of Nikola please forget what you’ve read here today.
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And another series of interesting tweets related to China:
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