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

[Driver Dave]

“I really can’t explain it”

How can you be a tech investor and not at least have some understanding of Tesla and the market drivers right now?

“Splits mean nothing”

Splits matter in a market. Especially in this current market. Sure pie slice is less, but it is still pie, and now “costs less” It is a thing and good to factor in and not dismiss as “those idiots who don’t get math so I will ignore”

 

[Nocturnal]

I've been considering whether or not I should lighten up my holdings a little. Mostly because it has gone up so high/fast, and because Tesla is such a large component of my net worth now (75%).

I'm not. Inclusion isn't really on my radar as that will be a short term spike if anything. What scares me about selling is the Autopilot re-write, and to a lesser extent a battery day wild card. I really haven't been driving much at all lately so haven't played with stop light recognition. Yesterday I did, and it works very well. I don't recall any examples where Elon has made a promise about performance that didn't come true and if he says the new code is a quantum leap, that says A LOT.

Battery day is probably going to be a solid, but not explosive reveal of in-house production (great for long term) and improvements in density etc. by 20% or so. However, this is a chance they show off a real step change in battery chemistry. Either one of these events could blow up the SP in a justified way.

Edit. Thanks for the MMD. Grabbed another 20 to sell back when we get back to 2100.

 

[cricketman]

That was interesting. I sold 4 shares at $2,120 and bought them back again 20mins later at $1,960!

 

[Kenypowa]

wow $200 price drop in 15 minutes.

Last year it would have been the end of the world. In 2020 it's just a Monday.

 

[BlackS]

Guess the SP range is back to birth years rather than Car model years

 

[dl003]

A big tent and a container with an A/C to keep things cool - what is happening in Grüneheide, Berlin?

View attachment 580066

View attachment 580067

Images from Tobias Lindh's latest https://www.youtube.com/channel/UCV0ha4hBAhx_n4HAo6LaOBg

Looks like demand is so high they can't wait for the factory to get finished.

 

[DriveMe]

Those swings are crazy!

 

[Lycanthrope]

Now that's a decent MMD!

 

[elasalle]

Sold Sept Call's at the top, bought Nov calls at this local bottom

 

[Artful Dodger]

Lol, shortzes. Der's ur 200 bux dip to scare the *sugar* out of the petrels

Back up to $2.000 as of 10:00 am. Imma hodling on:

• S&P 500 announcement pending
• Bty Day Sep 22
• Q3 P&D Oct 02
• Q3 Earnings Oct 21

Cheers!

 

[EV forever]

So, is naked shorting back now after Aug 21st date?

 

[StealthP3D]

This is your pilot speaking. We ran into a bit of turbulence. This is normal. Please remain seated with your seatbelts fastened.

 

[lafrisbee]

Fun Fact: a Closing SP of $2,146.36 would make TSLA Mkt Cap $400 MILLION

with an "M"?

 

[Knightshade]

. I don't recall any examples where Elon has made a promise about performance that didn't come true

His pre-release description of smart summon as mind blowing would be a good example.

That said- I expect a lot more out of the re-write than what we got with smart summon.

(there's plenty of others where obviously the promised dates came and went and we're still waiting sometimes years later- but those certainly still CAN come true further down the line, and I'd expect most of em to do so)

Battery day is probably going to be a solid, but not explosive reveal of in-house production (great for long term) and improvements in density etc. by 20% or so. However, this is a chance they show off a real step change in battery chemistry. Either one of these events could blow up the SP in a justified way..

I expect a Plaid S to be the big news the casual viewer/stock buyer gets out of it... rest, like with the stuff from autonomy day, is gonna be a lot of wonky tech stuff whose main impact is still to come later and will go over the heads of casual observers.

 

[elasalle]

 

[Green Pete]

I hope I'm wrong. But I bet a large portion of this is retail investors who think they can hack the system and sell today and still get the 4 shares from the split since they were holder of record last Friday. People thinking they are somehow hacking the market like some duplication hack from an RPG

 

[Unpilot]

Shh... You'll jinx it.

Dammit i did...I will show myself out!

 

[gabeincal]

Purchased my most expensive option ever: a mar-19 3500 call at the bottom of today’s dip. Strapping in...

 

[engle]

What a weird trading minute! O 1,997.40 H 1,998.81 L 1,927.52 C 1,945.65 at 08/24/2020 9:55 AM Thoughts?

 

[Todd Burch]

I think this morning was an intentional move to shake retail investors that don’t know any better.

I feel the climb will resume.