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

[Dancing Lemur]

All I can say is thank god for that midday drop.

This morning, it was starting to feel like things were completely disconnected from reality.

Now at least it seems like I'm not living in the Twilight Zone.

Though I may as well be, for all the actual work I'm getting done these days.

That drop illustrates that the influence of the broader market, directionally if not by magnitude, is no different than most stocks. The fact that the markets are also making ATHs matters. If the Nasdaq were to tank, we’re not seeing $600 on Q3 earnings.

But, this overbought melt-up can continue quite a while longer. It’s “everything” that’s disconnected from reality, not just TSLA.

 

[Artful Dodger]

Honestly, SW hack or recall are the black swans I fear the most. Can you imagine the resulting FUDstorm?

See, this is why VW's ID3 has a superior architecture. It is impervious to OTA updates. /S

 

[M|S|M MYP]

Tesla taxis have begun....ok...maybe not robotaxis yet but this is a step in the right direction:

Madison Green Cab goes electric; to be nation's first all-Tesla cab fleet

 

[Prunesquallor]

Sigh, so only a 4% rise today? Yawn. Curt, time to tune up the orchestra?

 

[Prunesquallor]

See, this is why VW's ID3 has a superior architecture. It is impervious to OTA updates. /S

It’s also impervious to malfunctioning software when it never functions in the first place.

 

[vikings123]

Did we cross 420B earlier today, showing 417B Market Cap right now

From someone on twitter

 

[Nocturnal]

Tesla taxis have begun....ok...maybe not robotaxis yet but this is a step in the right direction:

Madison Green Cab goes electric; to be nation's first all-Tesla cab fleet

View attachment 581415

View attachment 581418

I believe that once we get a couple fleets of taxis/company cars deployed and the buyers are happy, then all the companies sitting on the sidelines currently will start buying. The savings in fuel and maintenance are just too high to ignore.

 

[elasalle]

Sold half (of decided amount ) in CC. Sept 22 4200 for like 495 premium. IV today at 99
Prepared for all scenarios

Any dip and I will add the Long Leg. SP increase is also welcomed.

 

[Mo City]

Literally been waiting 2-3 years for this moment(Q3 earnings) because of exactly this. Anyone willing to dive into the details could see what would happen the moment production takes another leg higher but through a rough Model 3 ramp, battery bottlenecks, and a black swan event, it's stayed hidden away from the general investing community. It's why despite the share price going crazy over the past 3 weeks, I'm still bullish that Q3 will support a 500-550 share price or potentially get us up to 600/share.

The silver lining is that all those negatives events allowed everyone here to be a lot wealthier by suppressing the share price for so long

Q2 results and outlook were outstanding, yet TSLA fell $200 over the following 3 weeks until the split was announced.

At these levels, I'm not so sure Battery Day and Q3 deliveries / results will provide much, if any, boost to TSLA.

 

[Tslynk67]

Has all been a bit nuts today, but looks like we just followed the index with a 10x multiplier:

 

[OrthoSurg]

When people are living paycheck to paycheck, the last thing I want is to see friends and co-workers lose money because I talked up a stock. Risk increase tremendously as TSLA hit all time highs daily. I have recommended Tesla at 200s with no takers.

I want to see people make money, not lose money. I talked up AMD when it was 14 dollars. People invest and then it cratered down to 9s and didn't get to 14 for months. I had to constantly calm their nerves. Only two out of 5 people held on and made some money.

Majority of midclass workers are living paycheck to paycheck, they cannot tolerate even a 1% decrease in their investment portfolio.

I have seen -40% on my first TSLA investment when it went from $305 to $170. If someone can’t accept losing up to 50% the day after they buy, TSLA is not for them.

 

[Off Shore]

Kinda fun watching the market shake off that last manufactured dip aimed at $2200.

 

[kanweg]

See, this is why VW's ID3 has a superior architecture. It is impervious to OTA updates. /S

Which is strange. My best friend paid me a visit. He has a new VW Passat and he told me it had automatic over the air updates.

 

[Tslynk67]

Then: ( Today at 8:29 AM )

And now: (Today at 11:17 AM)

View attachment 581402

58,094 now on 2250 calls.

That's volume, not open-interest, volume being the number of trades, OI being the number of open contacts. This is the OI:

 

[Artful Dodger]

If the Nasdaq were to tank, we’re not seeing $600 on Q3 earnings.

The US Elections on are Nov 3. Neither Party is going to let the Market tank before then. TSLA Q3 earnings will be in Oct. We'll be fine.

Cheers!

 

[Prunesquallor]

Has all been a bit nuts today, but looks like we just followed the index with a 10x multiplier:

View attachment 581421

Are we sure the tail isn’t wagging the dog?

 

[Curt Renz]

Again: All-time Intraday & Closing Highs
TSLA +4.0%

 

[Tes La Ferrari]

Which is strange. My best friend paid me a visit. He has a new VW Passat and he told me it had automatic over the air updates.

Isn't Hoaxwagen OTA for when you fail your diesel emissions test, they send you OTA software that fixes it ?

Not the pollution - just the software that displays it.

It's a patch alright - for your eyes.

 

[dl003]

Which is strange. My best friend paid me a visit. He has a new VW Passat and he told me it had automatic over the air updates.

Maybe he meant the GPS/traffic data.

 

[traxila]

Tomorrow last day you can buy before that almighty dividend.

Up or down?

Come on now, everyone thinks will be up.

So must go down, right?