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

[sparcs]

Tesla already issued such guidance.

I thought they only acknowledged it as a Risk Factor with it being unknown whether it would or would not impact. I'm still unclear how much it impacts Q1, but i feel impact could potentially be more in Q2 and beyond as these macro issues flare up.

Beginning in late 2019, the media has reported a public health epidemic originating in China, prompting precautionary government-imposed closures of certain travel and business. Gigafactory Shanghai was closed for a brief time as a result, before it reopened in February 2020 and rejoined our U.S. factories, which had continued to operate. It is unknown whether and how global supply chains, particularly for automotive parts, may be affected if such an epidemic persists for an extended period of time. We may incur expenses or delays relating to such events outside of our control, which could have a material adverse impact on our business, operating results and financial condition.

 

[Fobble]

Me too added at 731 just now. And it’s down more

Situation of fear like this, it needs a sharp drop to mark the bottom. Just like in the situation of FOMO, it needs a sharp spike to mark the top (the 968 day).

 

[johnnybgood888]

Another 100 bought at $718. Next buy at $700.

 

[MTL_HABS1909]

Not sure how irrational the fear is. It is now likely based on latest news that the virus will spread uncontrolled within the US. This will lead to some level of city level quarantines ala China and other places. This will impact pretty much every single business, including Tesla.

I am long the stock...very long...but the idea that this is minor event that won't have near term impact is going against the current, substantial evidence.

It’s a minor event that is being blown WAY out of proportion in this age of social media and clickbait articles.

 

[GaryW]

Even Carol bought a few. She loves sales!

 

[ZeApelido]

Someone claims a Model Y RWD will be delivered...

chris on Twitter

 

[aubreymcfato]

What pisses *me* off is that, with my budget, I bought 4 yesterday when I could've bought 5 (or even 6!) today!
(it's ok, I could've bought just 3 just a week ago)

 

[thait84]

Anyone selling puts?

 

[Todd Burch]

Let me just say that my earlier prediction of <500 Model Y deliveries this quarter was based on first Y delivery in the last week or two of the quarter. Seeing that some will likely be delivered before Mar 1, I'm gonna have to revise that upward....

(BTW, the market is full of morons. TSLA down as much as it is today is a joke. Buy this sale. Totally irrational.)

 

[SMAlset]

View attachment 515694

Must be a regional access thing because the article is viewable for me. Basically Tesla and its landlord have moved a large number of crates and loaded pallets from the Giga2 space to a warehouse space in another company’s vacant building area that is the equivalent of a football field. The machinery as I read is owned the the landlord, Empire State Development, who thought if Tesla failed in the space they could lease the space out to someone else to move in and use. Don’t get this part. Given Tesla I would think they have their own uniquely designed equipment for production. With battery day reported to be held at this location kind of interesting development as well.

 

[UCF3]

Let me just say that my earlier prediction of <500 Model Y deliveries this quarter was based on first Y delivery in the last week or two of the quarter. Seeing that some will likely be delivered before Mar 1, I'm gonna have to revise that upward....)

Model Ys are being delivered this week?

 

[Bunky]

Something something about being greedy when others are something

 

[Mkorpal]

Done with options for the time being, going to just pick up shares here and there. Maybe look to some long out calls in a few weeks when things settle down.

Corona won't wipe out humanity, but it is having a short term impact on the economy.

 

[j6Lpi429@3j]

715 looking very much like the bottom. If I had dry powder I'd be heaping it in.

 

[LN1_Casey]

Must be a regional access thing because the article is viewable for me. Basically Tesla and its landlord have moved pallets from the Giga2 space to essentially a storage space in another company’s building area that was now vacant and that is the equivalent of a football field. The machinery as I read is owned the the landlord who thought if Tesla failed in the space they could lease the space out to someone else to move in and use. Don’t get this part. Given Tesla I would think they have their own uniquely designed equipment for production. With battery day reported to be held at this location kind of interesting development as well.

Tesla doesn't own the property of GF2? Color me surprised.

 

[Todd Burch]

Model Ys are being delivered this week?

Shaw 'nuff looks like it:
Tesla, TSLA & the Investment World: the 2019-2020 Investors' Roundtable

 

[ev-enthusiast]

I would love to know real time short interest data for TSLA right now.

 

[bhtooefr]

By the way, in the midst of this dip, NASDAQ's got updated short interest data as of the 14th.

18,385,351 shares.

For comparison, Ihor said 21.87M shares on the 14th: Ihor Dusaniwsky on Twitter

 

[MTL_HABS1909]

715 looking very much like the bottom. If I had dry powder I'd be heaping it in.

No it will go lower.

 

[StealthP3D]

So blindly ignore the fear that spreads through the markets and the fact that we just passed 420 this January? I remember the way from 380 to 180, it was not pleasant(I know this is a different case).

I've never sold on fears before and it hasn't hurt me! Why would I start now?

Always buy on fear (not sell).