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

[StealthP3D]

On the ARK INVEST Q1 2020 call just now, Tesla is by far the biggest contributor, and top performing stock in three out of their five funds:

Interestingly, Aptiv is the bottom performer in their Automotive fund.

My theory is that in the autonomous space, companies like Aptiv and Waymo rely on employees driving around expensive R&D test cars, and that might have come to a halt with the Coronavirus situation. Tesla, however, does not depend on such vehicles and employees for data gathering. Although the number of miles of the Tesla fleet is probably down a bit.

It sounds like you are misinterpreting the reported data (reading much more into the data than it means).

The numbers presented by ARK are not attributable to the performance of each stock individually. It has to do with how much ARK held at different periods throughout the quarter. ARK funds are actively traded so their trading acumen for each individual holding, as well as the amount they held relative to the entire fund can drastically alter how the individual stocks performed. For example, a stock that is a top holding in a fund can have as much as a 10-50 fold difference in performance within the fund vs. a bottom holding even if both stocks performed identically through the quarter. And that's before considering how the timing of their buys and sells impact the results.

 

[Tachyon]

leaked reports indicate that remedesvir has shown promise in treating COVID pts
S&P ETF is up as are pretty much everything else in after market


Gilead stock surges 15% after report says coronavirus drug trial shows encouraging early results

 

[printf42]

https://twitter.com/ray4tesla/status/1250887901677666304

Tesla CN now has an online storefront on Alibaba TMall “the largest online e-commerce platform in China”

I guess this is like selling on Amazon?

Only for accessories, not cars, make sense.

Rumor has it the former Tesla China head lost his job because of trying to sell cars on Tmall, which violates the “no dealer” principle.

 

[phantasms]

Slightly OT

Anyone know why ARKK is down 20% after hours? Seems insane for what it is. Hopefully not TSLA related!

good luck Kathy!

 

[Singuy]

Slightly OT

Anyone know why ARKK is down 20% after hours? Seems insane for what it is. Hopefully not TSLA related!

good luck Kathy!

Maybe Yahoo F-ed up? Google and robinhood both showing slightly up AH

 

[EinSV]

Slightly OT

Anyone know why ARKK is down 20% after hours? Seems insane for what it is. Hopefully not TSLA related!

good luck Kathy!

Maybe a glitch on Yahoo? Marketwatch says Arkk is up 3.95%. ARK Innovation ETF

 

[Unpilot]

Price action was enough to finance at least one more landing craft ( anti-gravity variant of course)
After hours price action is helping with freeze Ray gun purchase.

 

[Mike Smith]

I bet a huge number of Tesla investors sold some of their shares to hopefully buy them back lower. It will be psychologically easy for them to buy them back now since their remaining shares are doing so well. This will be a whole new tailwind along with short covering as we move higher.

 

[Artful Dodger]

that will be nerdy lucky already.

Your Freudian slip is showing. Pull up your shorts.

 

[Right_Said_Fred]

772

Edit: Mixed feelings though. My brother, long since last year, wanted to triple his number of stonks last week at 550, but the money didn’t clear fast enough. When it finally clears he will be chasing a moving target.

 

[Artful Dodger]

Up $11 to $756 after hours.

Edit: Maybe because Trump will be talking about reopening guidelines at 6:00.

Yes, the After-hrs climb started moments after this CNBC report was posted:

Trump issues guidelines to open up parts of US where coronavirus cases decline, testing ramps up | CNBC.com

• President Donald Trump is set to unveil broad new federal guidelines laying out conditions for parts of the U.S. to start relaxing the strict measures imposed to try to slow the spread of the coronavirus.
• The new guidance will identify the necessary circumstances for areas of the country to allow employees to start returning to work – but the decision will ultimately be made by state governors, two sources told CNBC.
• The new guidance ramps up pressure on governors to loosen their restrictions, even as health experts and business leaders alike warn that widespread testing systems are needed before Americans can safely start returning to their normal lives.

 

[ckessel]

The 4/17 800 calls I bought Monday might stand a chance of breaking even.

The 4/17 900 calls I bought 8 weeks ago...not so much.

 

[sparcs]

we're starting to hit short burn of the century territory again. lol

776.00 +30.79 (4.13%)
After hours: 6:19PM EDT

 

[oldTAVguy]

772

Edit: Mixed feelings though. My brother, already long since last year, wanted to triple his number of stonks last week at 550, but the money doesn’t clear fast enough. When it clears he will be chasing a moving target.

776 edit 778 edit 780 edit 782 edit 784

 

[Artful Dodger]

772

Edit: Mixed feelings though. My brother, already long since last year, wanted to triple his number of stonks last week at 550, but the money doesn’t clear fast enough. When it clears he will be chasing a moving target.

Closed: Apr. 16, 6:20 p.m. EDT ·
After hours 778.00 +32.79 (4.40%)

 

[UnknownSoldier]

The news about remdesivir is going to send the market to the Moon tomorrow. Strap in boys!

 

[LJS22]

Closed: Apr. 16, 6:20 p.m. EDT ·
After hours 778.00 +32.79 (4.40%)

You’re behind 787

 

[vikings123]

wow it’s tough to catch up with the AH action, max pain be damned. This is a historic week. I don’t know if the MMs can control the stock tomorrow if this continues.

 

[ThisStockGood]

Smells like 800+ tomorrow guys... be ready for lift off

 

[Artful Dodger]

$765 after hours....delightful. Someone announce blockbuster nflx earnings or somethin?

FTFY. No.