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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fact Checking
Well-Known Member
Here's the RECAP archive of the case:
The ruling also dismisses the main lawsuit with prejudice:
"The Court thus GRANTS the Motion to Dismiss. Further, because the Court concludes that any further amendment would be futile, the SAC is DISMISSED WITH PREJUDICE AND WITHOUT LEAVE TO AMEND."
I.e. the loss looks pretty permanent to me. Not sure where Reuters got the "plaintiffs can amend" part - they cannot. They can only appeal.
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Joe F
Disruption is hard.
Now if we can find out who bought the other 25241 shares!
Radpioneer
Looking for my next car...... my first EV....
This is OLD News....just look at the dates...
I ( DID) jump the gun.....The Order to dismiss was dated today...but the story I just read was over 6 months old... Sorry
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Pezpunk
Active Member
it was just dismissed today. what dates are you looking at?
bad sign for shorts hoping anything would come out of the DOJ investigation either
anthonyj
Stonks
False, here’s the final paper
https://www.courtlistener.com/recap/gov.uscourts.cand.318093/gov.uscourts.cand.318093.67.0.pdf
Radpioneer
Looking for my next car...... my first EV....
Artful Dodger
"Neko no me"
Yeah, and:
- HW3 costs less than HW2/2.5
- Telsa buys the chip from themselves (margin goes up)
- nVidia cut out of supply chain (more vert. integration)
Cheers
Ok, it was me. I've started dating Mrs. Bezos and she let me have some pocket change I found in her couch. The fact that I told her that Jeff is investing in Rivian just made it all that easier.Now if we can find out who bought the other 25241 shares!
Causalien
Prime 8 ball Oracle
May $270 put at $20 I sold a bunch of them.
Also bought a big bunch of Jan 2020 $300 calls.
Fact Checking
Well-Known Member
It's all that, and it's also much, much better:
- NVidia was probably selling the gp106 chip for around $100, but marginal cost of producing one more Tesla AI chip ASIC is in the few dollars range.
- Nvidia's latest generation chips would have been significantly more expensive, reducing the margins of the Model 3 or increasing its price above $35k.
- Tesla can add two or four chips to a single board with very little additional cost other than power use - should they require more computing power in the future. For example the Tesla Semi, a much larger vehicle, could possibly run 20 cameras on 4 AI chips at full FPS.
- Tesla can also increase the frequency of the chip - it's reportedly around 400 MHz now, which is pretty conservative.
- Tesla could, in principle, license tens of millions of AI chips to other carmakers who don't have the processing power but would like to run their own NNs. This is probably why Intel bought MobilEye for 15 billion dollars last year.
- Tesla could in principle license AutoPilot with their own AI chip - i.e. license both the software and the hardware. Other carmakers would find it very difficult to replace that hardware with their own R&D results and Tesla could charge very, very healthy margins.
Look, does anyone take those vague, hand-updated delivery times on the website that seriously? Because we know from past experience that you shouldn't. Sure, people in Fremont are probably getting cars shoved at them this week to minimize inventory over the break between quarters, but if you're not benefitting from Tesla's delivery scheduling system, you're being hurt by it, and there are still people complaining about erratic and unpredictable delivery times over in the Model 3 forum (although *less* so).
The website estimates are very, very, very rough and very sloppy.
Given the state of the European order backlog -- I think less than half of the backlog was handled in Q1 --- I fully expect US deliveries to start drying up again on April 1st as more ships get loaded for Europe. There will probably be a shift back to the US before the next tax credit expiration at the end of June, of course.
What I'm saying is: that "2 weeks" isn't real. For someone in Fremont who orders the "right" configuration, it's probably 2 days. For someone in Texas who orders the "wrong" configuration, it's probably June.
Artful Dodger
"Neko no me"
All the bots are technical trader, by definition. Although some bots also take into account other factors, like keywords grep'ped from a newsfeed. High frequency trading depends on bots. HF trading might be 90% of volume on the NASDAQ recently.I believe that some traders believe in technical trading
Of course, that only yields some predictive power as we don't know how much of $TSLA is being traded on a technical basis...
Schaeffer's Investment Research - this afternoon: Tesla Touches 2019 Lows on Negative Media, Analyst Attention
Watch for the "consensus" to be changed just before delivery numbers are announced by injection of absurdly high estimates, done by bearish analysts at the last minute.
Glad we record the number in advance of that.
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