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

[⚡️ELECTROMAN⚡️]

What would they do? Write a complaint to the SEC? Shortzes will exit before S&P 500 inclusion. That will be a 5 day crash out for the ages.

Cheers!

By crash out do you mean crash up? Crash up for us, crash down for them?

 

[SageBrush]

I thought hard about selling some above $900 and I also thought hard about selling during yesterday's hard drop.

I'm accumulating cash and buying any 10% dip once this volume craziness settles back down.

I'm a fundamentals kind of guy --- or at least I like to think of myself that way. Months ago I modeled Tesla gross profit from growth as being worth a share price of ~ $800 in two years. Let's just say my wife was amused. Fast forward to these last couple of days, and if I I wish to be consistent with myself I conclude that SP > $800 is over-valued today. Since I was waaay overweight in TSLA it was an easy decision to take advantage of this week to rebalance my portfolio.

 

[riverFox]

Model Y is more efficient than Model 3? How do they achieve that?

Relentless innovation. If Tesla struggles to keep the Model 3 up with the Y. How will the competition catch up?

 

[SageBrush]

No interest in TSLA? It would seem any person with a short position of any size, their interest is in seeing the company fail.

Company failure and SP drop should not be viewed as synonymous except in a perfect information environment.

E.g., I would not knowingly take investment action that harms Tesla, but I am not above taking advantage of someone else's ill advised investment choices.

 

[Fobble]

Relentless innovation. If Tesla struggles to keep the Model 3 up with the Y. How will the competition catch up?

I understand the high level statements. I would like to hear objective responses such as what have been done to Model Y design to achieve higher efficiency than M3. Remember, MY and M3 are on the same platform. And MY is taller and bigger. If everything else all equal, MY should get lower efficiency.

 

[SageBrush]

Model Y EPA is out

That is INSANE. I'm so looking forward to learning how they pulled off that bit of magic.
I also cannot think of a reason why the magic cannot make it into the next generation of Model 3

 

[Zextraterrestrial]

Model Y is more efficient than Model 3? How do they achieve that?

old M3 EPA? my P3- range is up about 3% on the last update and local tech said there is potentially more.(and that the Y is super siiick ....after getting back from training the week before!!!!)

..also Everyone can thank me if the stock goes up : > decided to 'play' with 25 shares earlier this morning

 

[riverFox]

Article describes some of the details of equipping a Model 3 for police use. Tesla helped with the mods.

Westport, CT Police Tesla Model 3 Ready for Duty

 

[⚡️ELECTROMAN⚡️]

Tesla in hyper growth mode, copying entire factories for Model 3 and Y 4 times around the planet.

What's the fourth one?

 

[jerry33]

I understand the high level statements. I would like to hear objective responses such as what have been done to Model Y design to achieve higher efficiency than M3. Remember, MY and M3 are on the same platform. And MY is taller and bigger. If everything else all equal, MY should get lower efficiency.

The latest battery chemistry, the latest motor, heat pump, removing miles of wiring with the backplane, maybe even the casting in four pieces that was talked about. Just because it's the same platform doesn't imply that it's constructed exactly the same way.

 

[juanmedina]

Model Y is more efficient than Model 3? How do they achieve that?

Air ride suspension?

 

[jhm]

Just like the "millionaire" that retires at age 50 with a million dollars and quickly realizes it wasn't nearly enough, Musk needs a lot more money to actually colonize Mars in a sustainable fashion. Mars is extremely inhospitable. The difference is, even the ever-optimistic Elon knows his chances of making a worthwhile, self-sustaining colony are much better with many times more money.

Reminds me of an old fisherman who got a new accountant. The accountant analyzed is business and reported back a dozen different ways the fisherman could cut costs and catch more fish. The fisherman said, "That's nice, but seems like a lot of fuss."
"Well," said the accountant, "with all the extra money you make, you could retire."
"I see," said the fisherman.
"Yeah, you could take it easy and do whatever you like. What would you like to do?"
"Hmm, I suppose I'd like more time to go fishing."

 

[elasalle]

I definitely expect a surge in UK demand with new rules for corporate leasing of company vehicles giving BEVs an advantage.

It seems Germany will delay their incentives until VW gets all their ducks in a row.

Let's assume at most, UK compensates for Netherland

 

[traxila]

Below 700 in pre market. Gonna be a bloodbath today and tmrw.

Well, you can still bank on tomorrow.

 

[X Fan]

fyi...may have market impact tomorrow.

I just received a safety update/voluntary recall email from Tesla covering early Model X's to replace power steering components (bolts).

This applies to Model X's built before October 2016.

 

[Nate the Great]

MarketWatch - 12 minutes ago: Tesla will generate $1 trillion in revenue in a decade if it can manage this feat, says billionaire bull

So with a trillion in revenue, would the stock price be 15,000?

 

[elasalle]

IV very high, become a seller not a buyer. Looking to shuffle (some Apple and Oranges) and sell some ITM PUTS tomorrow.

 

[MC3OZ]

The latest battery chemistry, the latest motor, heat pump, removing miles of wiring with the backplane, maybe even the casting in four pieces that was talked about. Just because it's the same platform doesn't imply that it's constructed exactly the same way.

From memory Model Y also has a very low drag coefficient...

What might be interesting is the weight of a Model Y compared to a Model 3, do we know that?

 

[Pras]

Model Y EPA is out
Compare Side-by-Side

View attachment 508729

Wow!!!! I wish I waited to buy the Y. Well I have a cybertruck reservation. It might even be better Tech by then!

 

[SageBrush]

I would like to hear objective responses such as what have been done to Model Y design to achieve higher efficiency than M3.

Model Y matches the Model 3 on the highway and beats it in the city.
My WAG for the city is improved regen.

The highway match is the more impressive result that I cannot even guess at.