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

[EinSV]

All true. But there were reasons Tesla wasn't prioritizing Semi. Lack of batteries, of course. But also, it appears that Musk has been cautious about the economy, even before the coronavirus.

I suspect batteries (volume and tech) are the number 1 issue, with needing to line up a place to produce it (prob GF Austin), improving prototype design to get it production-ready and possibly not taking on too many production ramps at once playing a supporting role.

 

[AZRI11]

Elon needs to move faster fire in bel air
https://twitter.com/rtenews/status/1270697262302330881?s=19

 

[Skryll]

Truck-Building Tesla Competitor Nikola Draws the Attention of a Short Seller

Could the Tesla Semi rumor just be a trick by the short sellers who’ve shifted their target to Nikola?

Both twitter accounts that reporter it have ‘truth’ in their profile, so no.

 

[Todd Burch]

Truck-Building Tesla Competitor Nikola Draws the Attention of a Short Seller

Could the Tesla Semi rumor just be a trick by the short sellers who’ve shifted their target to Nikola?

it’s possible, though evidence seems to be slowly mounting that semi news is true. Some Elon confirmation would be nice...

 

[Todd Burch]

Both twitter accounts that reporter it have ‘truth’ in their profile, so no.

I hope this is sarcasm .

 

[Mike Smith]

From Phil Lebeau:

Musk memo calls on Tesla to begin volume production of Semi

'Tesla CEO Elon Musk is is pushing the company to begin “volume production” of its Semi commercial truck, according to a memo obtained by CNBC.'

 

[dc_h]

NOOOOO! @Right_Said_Fred Let's not stuff up the forum with that please.

We've been here & done this MANY times before, at $100... $400, $420... I wanna know how many times will SP will re-cross $1,000 after we get there.

@dc_h, before and after look identical. That's why I disagreed.

Go back a few days on the left. Construction is recent.

 

[Todd Burch]

Now would be a good day to announce battery day, Elon...

 

[Rarity]

A random article showing the "feast or famine" nature of the Semi market.

Note that I think Tesla will be fine no matter. This is just about the timing of Semi introduction and what it could mean for the economic outlook, according to Musk.

 

[Todd Burch]

Yahoo ticker went from $995 to $991 in one tick, then stopped moving...

 

[Unpilot]

Yahoo ticker went from $995 to $991 in one tick, then stopped moving...

Saw the same on Marketwatch..big drop in one tick

 

[mongo]

With more factories coming online and greater numbers of outbound vehicles, Tesla would be boosting their own margins (reducing costs) by building semis for internal/ supplier use.
Same deal with solar on the roofs.

Go back a few days on the left. Construction is recent.

From Giga thread:

Construction was related to roof repairs, nothing new, nothing different.

Parking lot work was most likely water trucks. Drainage in the lot is less than subpar. When we get rain (months in between), the lot will flood basically. They bring in vacuum trucks to remove the water.

 

[dc_h]

Day high 999. Mr Market, tear down that wall!

 

[Fishy Fish]

Does anybody have a sense of what volume production means in relation to building large trucks? A couple units per day? 10? 20?

 

[MABMAB]

Emotional day, hope there is enough for me to do away from puter

 

[ggr]

Seems fake. Time to begin mass production and yet use the word "probably" in the email? This is supposed to be set in stone months ago for volume production to begin today.

And yet, Reuters is reporting on it. They aren't usually easily fooled.
Tesla to start volume production of Semi trucks - memo

 

[vikings123]

Premarket level 2 shows just 1119 shares at 1000 and not much resistance after that either. We could ram through that wall with a model 3 SR. I would say wait for market open to get a better sense of resistance at the 1000 level.

 

[Paracelsus]

"The Tesla Analyst: Daniel Ives maintains a Neutral rating on Tesla's stock with a price target lifted from $800 to $1,000.

Wedbush is sticking with a Neutral rating on the stock, but is lifting its bull case outlook from $1,350 to $1,500 per share."

Wedbush Says Tesla Has 'Game Changing' Developments, Lifts Target To $1,000

 

[Driver Dave]

999 High?

It's taunting us.

 

[j6Lpi429@3j]

omg its going to happen isnt it?