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

[ZeApelido]

The timing being literally right after paying the debt means it's an announcement that will require large capex. And it won't be a vehicle.

Tusk maybe relate to Tosca, his sister's name. Tosca is a play about Napoleon invading Italy.

Analogy to Tesla invading Europe with Gigafactory 4

 

[Mars ☰mperor]

Tim Cook only cares about profit. He doesn't give a fig about innovation, so Tesla and Cook would be a very poor match.

Tim Cook's reign at Apple won't last much longer.

 

[Mars ☰mperor]

I actually think Tim is on a bit of a hot seat over at Apple and is getting pressure from multiple sides that he needs to do something to get Apple innovating again. The past 5 years have shown that Cook can't do that organically. Apple has been unable to get into markets beyond the phone, tablet, and laptop. I think Apple is actively looking into companies to buy or partner with in order to get into new markets.

Remember, innovation is not easy, it takes time.
You think Apple announced innovative products every other year during Steve Jobs era?

 

[myt-e-s-l-a]

...

My guess for tomorrow is the Model 3 SR production and order commencement dates announcement.

...

THIS !

Whatever the news may be, will prob sell some TSLA on the news tomorrow. Stock has gotten ahead of itself because of this ...

 

[CyberDutchie]

I feel like everyone is ignoring the obvious: That tomorrow's announcement is simply that Tesla has paid their bond off. That's it.

I think so too. But I think the reason he pre-announced this announcement on twitter is to taunt the SEC. Basically showing markets will react to his tweets, even when there is nothing material in his tweets. Even the bond payoff announcement would not be material since it’s a given, and widely expected.

 

[myt-e-s-l-a]

Sold TSLA 310 calls this morning. Now worthless.

So, closed them and sold 280 puts now.

TSLA is making lower lows 3x since CR report.
Don't fight the tape

I dont have any need for the 280 PUTs anymore after todays run up.
5 more free TSLA shrs to the Long account.

 

[UrsS]

How about:
"Produced over 7000 Model 3 per week since Feb. 1"

 

[⚡️ELECTROMAN⚡️]

Strange what a big deal is being made out of a few vague tweets.

My guess is that Elon Tusk will announce that all cars currently rolling off the line contain the hardware for full self driving, and a coast coast autonomous drive will be successfully made by the end of the year. But he will fail to mention what year specifically.

 

[sundaymorning]

Strange what a big deal is being made out of a few vague tweets.

Elon is kind of a big deal you know.

 

[dandurston]

Tusk = The appendage on Supercharger V3 that automatically connects to your car, enabling autonomous charging.

 

[Fact Checking]

I also predict Musk is messing with the SEC to show them the tweet-in-contempt did nothing to the stock, while the SEC motion and a non-material tweet on “news to come” that is completely ok makes the stock go bonkers.

That makes no sense whatsoever: dates of important corporate events are "material non-public information" before they are announced, and they do move the price which is pretty much the definition of "material non-public information".

I am 100% certain Elon got permission for yesterday's "Some Tesla news" tweets from the Tesla lawyer whose job is to review and sign off on the release of such information. It would be incredibly reckless and pointless for Elon not to do so.

(The 500k tweet wasn't reviewed not because Elon wes reckless, but because Elon (correctly) thought that it was not material non-public information anymore, because it was already made public.)

 

[Thekiwi]

Someone posted a teslarati story earlier about a video that had a Mercedes Benz charging on a Tesla Supercharger, and speculated that it could be related to tomorrow’s announcement.

Thinking back to Musk saying supercharger V3 network will be cheaper to build out - I wonder if that’s due to the simple reason that Daimler/MB is going to be paying half the cost in return for access to the network?

The related talk about the two companies working on a Van together also comes into play.

 

[Artful Dodger]

Bought another 100 shares at $301, will sell em on Friday no matter the price. Have way too many shares. Damn you Elon Tusk

Actually, consider taking some profits b4 the close on Thu instead of waiting for Fri.

*** Again, not an Advice ***

Then wait and see what happens with the News... you can always buy in again. But hey if you're already holding lots, ur good right?

Cheers!

 

[saniflash]

Someone posted a teslarati story earlier about a video that had a Mercedes Benz charging on a Tesla Supercharger, and speculated that it could be related to tomorrow’s announcement.

see Mercedes-Benz EQC spotted mysteriously charging at Tesla destination charger [Update]

A Tesla spokesperson has confirmed to Teslarati that according to company records, the destination charger in auto motor und sport‘s video is equipped with two universal and two Tesla-only connectors. The Mercedes-Benz EQC was connected to a universal charger that was mislabeled as a Tesla-only charging unit.

 

[Remus]

I think so too. But I think the reason he pre-announced this announcement on twitter is to taunt the SEC. Basically showing markets will react to his tweets, even when there is nothing material in his tweets. Even the bond payoff announcement would not be material since it’s a given, and widely expected.

I thought this is not worthy of an announcement. But you changed my mind. Yeah he could use this as an argument in court.

 

[wipster]

When I decided to stop eating meat, I quit cold turkey.
It wasn't as hard as everyone says it is.

Karen, just thought I'd let you know I just had a hot turkey sammiche, and damn dude, it was goooood!

 

[Artful Dodger]

It's just complete speculation, but i increasingly like the idea of a Tesla GM 50-50 JV for GM's EVs.

So do I. But if this doesn't turn out to be tomorrow's News, let's work to make this happen.

@ElonTusk you listening?

Cheers!

 

[Artful Dodger]

Interesting: MMD, New Zealand-style.

Ahaha, but the antipod would be closer to Port-aux-Français, Kerguelen Islands, half a hemisphere from NZ.

So, La tarte Tatin?

Cheers!

 

[FrANce]

Another 14 hours to go...

Pick-up news? Autonomous charging?

 

[Thekiwi]

FYI - The Trump/Kim Summit just fizzled out, ending early with no agreement.

I guess this might make a China trade deal more likely if Trump is desperate for a positive headline?