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

[Buckminster]

Someone on CNBC (I think Phil Lebeau) was saying he's hearing chatter about Tesla possibly buying SpaceX. Adding SpaceX for around 25% dilution? YES PLEASE.

How about Tesla buying Starlink rather than going through IPO?

With all the things on the horizon I’m tempted to buy June 17, 2022 $1,800 calls.
Battery Day
V2G?
SemI
Cybertruck
Robotaxis (long shot IMO)

I looked at these - $178
I bought June 21 $1200s instead at $202 - now at 207

View attachment 550249 Anybody know what happened to TT007 ?

Retired, last seen testing out @Krugerrand 's island.

 

[JBRR]

The reason for discrepancies in reporting on Toyota's marketcap is that Toyota holds 30b$ in US treasuries.
So their marketcap is 180b excluding those and 210b including.

 

[MC3OZ]

The known specs and features of the Semi are so amazing I don't see how they could be meaningfully improved unless you are thinking they could further extend the range or lower the price.

After reflecting on this some of the priorities are:-

• Reduced Weight
• Reduced Cost
• More Efficient
• Easier to Build
• More Reliable
• More Range
• More Amenity

The customer might not see More Range or Lower Cost, because Tesla might simply use fewer cells, and increase margins.

However, the customer will see Reduced Weight and some of the other benefits..

 

[StealthP3D]

After reflecting on this some of the priorities are:-

• Reduced Weight
• Reduced Cost
• More Efficient
• Easier to Build
• More Reliable
• More Range
• More Amenity

The customer might not see More Range or Lower Cost, because Tesla might simply use fewer cells, and increase margins.

However, the customer will see Reduced Weight and some of the other benefits..

How could they improve the weight spec if it hasn't been released? Same for efficiency, build difficulty, reliability, etc. We were talking about Tesla announcing improvements to the specs already released.

 

[StealthP3D]

The reason for discrepancies in reporting on Toyota's marketcap is that Toyota holds 30b$ in US treasuries.
So their marketcap is 180b excluding those and 210b including.

There is no need to account for debt or assets a company holds when determining market cap. Those things are already valued by the share price.

 

[cricketman]

There is no need to account for debt or assets a company holds when determining market cap. Those things are already valued by the share price.

It tells you something about Toyota that they would rather hold $30bn in UK treasury bonds than use that to invest in electric cars

 

[HG Wells]

The known specs and features of the Semi are so amazing I don't see how they could be meaningfully improved unless you are thinking they could further extend the range or lower the price.

Chrome, lots more chrome.

 

[MC3OZ]

How could they improve the weight spec if it hasn't been released? Same for efficiency, build difficulty, reliability, etc. We were talking about Tesla announcing improvements to the specs already released.

I would be surprised if customers didn't ask how much weight they can put in the trailer, any reduction the the weight of truck increases that number.

But you are right that isn't a published spec, perhaps customers don't know any more than we do.

And I accidentally wandered off on a tangent, so point taken.

 

[TrendTrader007]

View attachment 550249 Anybody know what happened to TT007 ?

reactivated
was going to disappear and go under the radar but frankly $twtr too much fun
made my twitter account protected instead of deleting it altogether
since i hit the ranks of super-rich i am in a different ball-game now

come to think of it over the next several days i will be eliminating most of my $twtr followers except only select few who can see my tweets and will decide on new followers on a case by case basis

 

[HG Wells]

reactivated
was going to disappear and go under the radar but frankly $twtr too much fun
made my twitter account protected instead of deleting it altogether
since i hit the ranks of super-rich i am in a different ball-game now

Do we dare say the B word ?

BBBBBBBBBBBBBBBBBBILIONAIRE ?

EDIT: My measly few millions are due to your postings 2 years ago.

 

[Robertj]

Well done TT007
Hardwork , perseverance has rewarded you
Best wishes to you and your family

 

[JBRR]

There is no need to account for debt or assets a company holds when determining market cap. Those things are already valued by the share price.

Tell that to Bloomberg.

 

[Right_Said_Fred]

Premarket down 2,8% to 996, which is in line with the futures for the major indexes. It will be an interesting rest of the week, with so much at stake for our beloved market makers.

 

[LN1_Casey]

Premarket down 2,8% to 996, which is in line with the futures for the major indexes. It will be an interesting rest of the weeks, with so much at stake for marketmakers.

It'd be a real shame if.... Overlord Musk announces the Battery day date during AH today.

 

[Lycanthrope]

Just cancel & reorder

Seriously, what are 1500 SC miles/kms worth, $25? $50??

I realise it's just the "principle", but my time is worth more than the effort of making that happen.

 

[BOBTHEJOCKEY]

WARNING: Fanboy Rant

All excellent points, and I'll add one more that is easy to forget because it is hard to model.

Robotaxis will change everything. ...if they happen, which I believe is highly likely.

As Sam Korus of ARK just tweeted (thanks @Mo City for the link), the current ecosystem of ICE automakers and dealers and financiers is dependent on two traditions that Tesla robotaxis will destroy. When car-buying is no longer essential because robotaxi-riding is much cheaper and more convenient, that ecosystem (and much of the oil industry) will collapse.

I believe the collapse will happen much faster than most people expect (if they are thinking about it at all, which seems rare). Even Papa Baron just said he expects TSLA to be up 10x in 10 years. If robotaxis happen, which seems extremely likely within 10 years, this prediction is extremely conservative, as calculated by our own @FrankSG.
My Tesla Investment Thesis 2.0: Tesla's Monopoly Potential

Tesla is busting their behinds to make correct Elon's estimate of a million robotaxis on the road by next year. Production of potential robotaxis is increasing. All it will take to convert potential to actual is a software update, maybe more chargers and cleaning companies that will spring up like mushrooms, and consent of the car owners. Some owners here said they will never consent to strangers riding in their car, even though they don't yet know how Tesla could prevent abuse with the interior camera and smartphone software to report and ban abusers. But even these folks said they might make their second Tesla a robotaxi, especially if it pays for their new Tesla. Every day brings more owners with a second Tesla, especially as TSLA keeps marching upward.

Tesla's mission is to get as many ICE cars off the roads as fast as possible. If too few Tesla owners volunteer their cars to meet robotaxi demand, Tesla could divert production to their own fleet as much as necessary to optimize emissions-reduction. I suspect Tesla is already designing cars specialized to be robotaxis (no steering wheel, more screens)... maybe a cheap one (designed in China?) for basic transportation, and a luxury one for the limousine market. We have no idea what these wily innovators are cooking up, but we do know that Tesla has powerful reasons (both financial and environmental) to make robotaxis happen ASAP, and that Elon doesn't give up.

So I'm with @Krugerrand who distrusts authorities such as Bloomberg New Energy Finance and other forecasters thinking inside the box of history. They can't see much beyond the robotaxi singularity. Well, nobody can, including me. But I can see that whenever robotaxis happen, the event will hit the auto industry and TSLA like a nuclear bomb.

And to investors selling TSLA at a piddly $1000, all I can say is... thank you for helping me buy more.

Would you rather get into a car with a total stranger and trust that person with your life or have a robotaxi delivered to you that you can drive anywhere you want and park anywhere you want afterward. Would you not be willing to pay more for this service? The minute the robotaxi comes out the car rental business will be ZERO. The robotaxi owner will be able to charge MORE than the slave Uber driver. At this point FSD will hugely jump in price to perhaps $20,000 or more. In the beginning Tesla robotaxi owners will make a fortune perhaps 100% of their investment in the car each year. So many people will hear about all this that as always they will all jump in at the same time and the price will collapse. People will stop owning cars en mass with all the wonderful side effects.

 

[Lycanthrope]

View attachment 550249 Anybody know what happened to TT007 ?

He's still there:

 

[Lycanthrope]

Maybe deleted his account? Weird, he posted just this morning about TSLA being like $2800 by July 2021 or something like that, and was "all in" on it.

EDIT: Yeah, deleted his account. Here's a continuing thread based off of the tweet I was talking about:

https://twitter.com/teslanalyst/status/1270530836018933760

Appears he's locked his account so that only followers (and I guess people he follows) has access.

Maybe he got some abuse and had enough of it.

He must be pretty loaded now, given that he had the equivalent of 70k shares, or there abouts...

 

[BOBTHEJOCKEY]

It'd be a real shame if.... Overlord Musk announces the Battery day date during AH today.

What is AH day? I believe acronyms are overused. I just spent a needless 5 minutes trying to figure out what AH means. Ok call me stupid but I am not the only one that wastes so much time dealing with this. Acronyms are an underhanded way to show that you are smarter than me meanwhile accomplishing nothing.

 

[SO16]

What is AH day? I believe acronyms are overused. I just spent a needless 5 minutes trying to figure out what AH means. Ok call me stupid but I am not the only one that wastes so much time dealing with this. Acronyms are an underhanded way to show that you are smarter than me meanwhile accomplishing nothing.

After Hours.

But don’t feel bad about acronyms.

Acronyms Seriously Suck - Elon Musk