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

[Carl Raymond]

analysts should be forced to introduce themselves along with their current PT

The CleanTechnica YouTube presentation did exactly that. It made the bears look kinda silly with their 250 to 350 price targets. 6,000 viewers.

 

[EVDRVN]

Under-promise, under-sell, over-deliver. Works Every. Single. Time.

Larry Ellison taught this to Elon I think. If so then that was a super contribution by Larry!

Any professional sales person knows this, not sure you need Ellison to tell you that. What will he teach him next that customer service is important? Anyone that knows Larry personally knows his idea of that is inflated, He once called me from a flight once to complain about the meal. perhaps we can put him in the call center, sorry email center now. Common sense and basic business practices have been around a long time.

 

[SageBrush]

There were some pretty 'boneheaded' questions from the analysts and Elon was definitely getting irritated. But he held back and didn't lash out. And Zack was absolutely helpful in that regard. Good to have him on the calls.

If by not lashing out you mean he only told them twice to read online forums to get up to speed, then sure.

After shorts, institutional analysts are on the short list of Elon's contempt list.

 

[SMAlset]

So no one retired? Sweeeeet.

Onward and upward.

lots of good reasons not to leave I would imagine.

 

[Prunesquallor]

What do you call a genius that is getting smarter?

 

[Cherry Wine]

Elon talking about Plaid power train: "It's alien technology" and "hoping to get it out by the end of the year"
guess I have more time to save my pennies

You may not have as much time as you think. Just like Model Y, I think they'll sandbag plaid delivery dates so as to not osborne existing sales.

 

[defc0n]

Elon: Cybertruck. More demand than we can make in 3-4 years. Will be working on battery production capacity increases.

Semi production has been held back due to battery shortage. Battery day is still coming - after end of Q1. April maybe. Will go through battery challenges. How to get from here to couple of thousand gigawatt hour per year.

Sounds like Tesla is still battery constrained.

ARK invest pointed out that most people like to drive in cars by themselves, so a high capacity people mover maybe wont happen for a while. Would have to scale battery to crazy levels for that.

When I heard that, I instantly thought something like 60k max cybertruck per year Damn battery constraints...

tesla semi has an even bigger problem in that regard obviously. The world is going to need so many more batteries it’s crazy.

 

[Cosmacelf]

Did I hear wrong or did Elon suggest Plaid comes out at end of year on this call?

Yes. And with "alien technology" according to Elon.

 

[X Fan]

lol: last question from retail side was brilliant (why aren't all questions from the retail side since they know more about Tesla than the Analysts).

This is an article from June 2019 citing Goldman Sachs saying $158 and that sales are as good as they're going to get: Tesla’s second-quarter sales are as good as it gets, Goldman Sachs says

 

[lascavarian]

I thought it an interesting comment that the take rate for China for FSD is expected to be lower. I guess each market will have an individual response to that feature. Something to think about there.

 

[Silentk]

Longs vs Shorts tonight:

 

[SageBrush]

Who should we acquire? Battery or autonomous company?

Analyst "How about paying down debt?"

Elon "Doing a capital raise to pay down debt is pretty stupid."

Next

I enjoyed that too, but I presume that as Tesla's financial situation improves they should be able to lower the interest rates they pay on debt. How would that happen ?

 

[CanadaEV]

Did I hear wrong or did Elon suggest Plaid comes out at end of year on this call?

I'm pretty sure that's what I heard. "Alien tech," he said. It was on the power train segment.

 

[Jayjs20]

Go to neutral and breath deeply.

Wade back in slowly and look for opportunities.

Anyone who ever sold any TSLA ever is crying that they did not buy more instead. It is OK.

Most Important is that this continues to build and explode into a new future.

I'll sleep on it, but I most likely will abandon my short straddle strategy and take the 150k~ loss.

God I wish I wasn't allergic to alcohol and can just drink this off.

Looking back at Elon's payout deal, he is aiming for 650b valuation by 2028. At this point, there's no point doubting whether or not he can hit that target. It will be hit. That'll put the stock price at around $3000 I think. I need to think about the best way to profit off of that. Maybe go back to far OTM LEAP calls again.

 

[Artful Dodger]

I do that every time. Whatever cluster of neurons are responsible for break vs brake in my head must ride the short bus to brain school.

So ur beak is broke?
Lol, moi ohsee...

Cheers!

 

[Nocturnal]

Ok smart people, so what happens tomorrow? Do we get more squeezing?

LOL, just now?? Both those ladies from ARK make me swoon hahaha. Don't tell my wife.

In all seriousness though, ARK has been very influential in my becoming a super bull, along with this forum.

I don't watch CNBC much so I don't think I've seen Tasha before. Pretty + Smart = swoon.

 

[Prunesquallor]

Lol at all that selling at the end of regular hours to get SP down to 580

Man, investors/bots read FAST. That first monster buy spike happened QUICK.

 

[M3Rider]

So main take away from this call: analysts should start reading TMC. Elon implied so.

Actually, the same stuff that was discussed here on dozens of pages was very well summarized on one of the EV news sites, I forgot which one - Cleantechnica, Teslarati, or InsideEVs. Can probably save time reading those. Or listening to Gali on the subject.

 

[Cosmacelf]

What was weird to me is the analyst pushed again specifically on the ultracap technology and Elon said that is actually part of the puzzle. I'm confused on that piece, didn't seem like that sort of ultra high energy density made sense anywhere in the automotive space. Will have to think on this more.

I'm 99% sure Elon was talking in general about Maxwell technology. He didn't want to get into an ultracap versus dry electrode distinction. Anyone who saw this podcast knows ultracaps aren't part of the equation.

 

[Zaxxon]

what the **** is Adam Jonas talking about

Yes, that is the standard response to Adam Jonas when he's Adam Jonasing.