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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
My guess is MM are done keeping down. Weaks or happy w gain Longs sell tmrw morn... violent down followed by violent up and then blood bath and then settles
That or, what I think is more likely, it simply isn't in Tesla's plans to expand their relationship with Panasonic. They will be rolling their own batteries, and they're close to having a working system that they will use to satisfy future battery needs.
As someone with deep concerns about the coronavirus the China factory doesn't have to sell just to china any more than Fremont has to sell to USA. There are a lot of people in Asia. So there is a world where much of China is quarantined but there is still plenty of market in Japan, Korea, Taiwan, Vietnam, Thailand etc. If there is any company capable of adapting its Tesla.
Side note: I stopped by the Fremont showroom Saturday and I know that its just the way Tesla is, but it was amazing how little interest anyone there had in selling me anything. I really want to get a Y for my wife, and I told the salesperson that and they just shrugged. I wanted to buy one of the $160 jackets but the sales person and my wife convinced me that wearing that having never worked at Tesla was a little weird, so they downsold me on the hoodie... I still like the jacket though.
Salesguy also mentioned they didn't have any of the broken glass cybertruck shirts but he wanted to get them in stock, but since Elon tweeted about them it was pretty much impossible even for them to get them.
Artful Dodger
"Neko no me"
woodisgood
Optimustic Pessimist
Artful Dodger
"Neko no me"
StealthP3D
Well-Known Member
That's the biggest load of sugar I've seen posted here in quite a while.
If I'm not mistaken, today Musk said he was looking towards holding battery day AFTER Q1 results due to other things happening around that time. And to characterize Musk's presentations as "wowing" us with advanced technology is pretty condescending. He's not that kind of showman (although the TSLAQ crowd would like you to think he is that and more). And most of us are not very gullible (although the TSLAQ crowd would like you to believe we are that and more).
To be fair, it does feel like the last few months have been set up so that a series of really good pieces of news are released spaced out enough to continue an ongoing rally
sundaymorning
Active Member
Great day for Tesla all around! So much amazing news to digest. I listened to today’s conference call with a huge grin the whole time. I just couldn’t believe though that Adam Jonas decided to use his one question to ask about Starlink receivers being installed on Tesla cars! That was the best question he could come up with?? What a joke! You could tell that Elon was pretty much dismissive of this question. Sorry if this was already discussed earlier, I’m still trying to catch up on all the posts!
- A significant portion of those are delta hedges from convertible bonds holders as per @ReflexFunds.
- Another portion is rumored to be an expense from the oil industry rather than an investment.
- Many shorts are still going to assume Q1 will be bad (with the help of virus) and assume they'll be able to cover at better prices post-Q1.
- Volume is likely to be very high in the near term, and there are definitely going to be profit takers (swing traders + weak longs), so there should be some shares available for shorts that want to cover.
- Most importantly, when have people being short TSLA ever been rational? Being short at $650 now is a terrible idea, being short at $380 five weeks ago was a terrible idea, and being short TSLA at $180 back in June was the most stupid trade anyone could make at the time, yet plenty of stupid and/or deceived people were short TSLA back then. Don't expect this to change over night, if ever.
I think we are so well informed here that we forget just how badly informed everyone else is. They get taken by surprise every time something like today happens to them. I don't even mean $TSLAQ, I just mean the average individual investor or car buyer.
Where did you read/hear that they are sold out for Q1? That's news to me.
Yes -- isn't it possible that just as this forum was flabbergasted that no one else had the foresight to buy TSLA like crazy last year at $200, this forum might be flabbergasted that everyone is now piling in on TSLA this year at $500+?
Tesla is the futures! We go with or without the street.
but anyways I noticed that early show that starts at like 6am est on CNBC had promised a segment on Tesla tomorrow, I think it will be fun to record some of those shows to see the reaction. I noticed they tried to avoid Tesla early today knowing it will be the big story tomorrow.
pz1975
Active Member
IMO the SP will continue to go up in the short-medium term until proven otherwise. 80% SP increase in 6 weeks? This is not normal. Partly short squeeze, partly large funds getting on board, partly everyone finally realizing the wool had been pulled over their eyes about Tesla the business by Wall St. and the media for years - doesn't matter. I am holding my short squeeze lottery calls now until this plays out. I left some profits on the table selling some LEAPs and shares (15% or so of my total position) from $380-480 to get out of margin and get some dry powder, and I'm not making that mistake again by selling out too early.
If you’re going to insult someone, you’d better get your facts right.
Elon said he would hold it after Q1, sometime in April. He did NOT say after Q1 results. The other things happening comment referred to the usual end of quarter push.
China Model 3 AWD/P is already at Q3 delivery
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