electrichapp
Member
i see more women happy and proud of their teslas on social media. even convincing their significant others to switch from a ICE car to tesla. times are changing...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Wooloomooloo
Member
Sorry to hear that, I hope things turn around and you can enjoy some M3 goodness!
Definitely can't take advantage of current situation. However, i have the car and enjoy driving it.
Pricing made me more confident that the image of a normal sized pickup among other Teslas on the carrier was the real deal. <<< . I'm willing to bet an unusual shape is hidden underneath fake panels covering the cab sections, hiding what's really under there, so not necessarily the normal truck shape it appears to be.
Please evaluate...
Strategy of setting a purchase price of $5 below weekly low for 100 shares. Likely facing further FUD until reasonable good news... 5 weeks?
...
Right now media is really pushing a story about Tesla as though it was not worth buying as a takeover even to scrap the tech and facilities...CNBC
This tells me that they really can’t get any lower, like the $10/share baloney. Can FUD get overdone... I think so.
Macro story is turning as well... Trumps strange prayer support and visit at a church yesterday... tariffs for Mexico and Australia... bizarre!
I think we are looking at getting a bounce... things are getting extreme and there is an election around the corner.
Sadly, Q1 forwards set TSLA up for a 6 month party for FUD. I will never forget the Champaign toast tweet. Looking forward for payback.
Strategy of setting a purchase price of $5 below weekly low for 100 shares. Likely facing further FUD until reasonable good news... 5 weeks?
...
Right now media is really pushing a story about Tesla as though it was not worth buying as a takeover even to scrap the tech and facilities...CNBC
This tells me that they really can’t get any lower, like the $10/share baloney. Can FUD get overdone... I think so.
Macro story is turning as well... Trumps strange prayer support and visit at a church yesterday... tariffs for Mexico and Australia... bizarre!
I think we are looking at getting a bounce... things are getting extreme and there is an election around the corner.
Sadly, Q1 forwards set TSLA up for a 6 month party for FUD. I will never forget the Champaign toast tweet. Looking forward for payback.
Well I bought a Bolt since they still had the 7500 credit But it was an EV so that is good I was on the Model 3 wait list but needed a car before the 3 was ready for me
Positive notes:
Just was able to rollover another 401k account into my IRA, 77 more shares secured at 180.
Also was listening to some sports podcast (which has BMW advertisements) and they making analogies to Tesla's Autopilot (e.g. "what's Tezlas self-driving, AutoCar, AutoDrive, err?"). Anyways interesting to see it seep into more pop culture conversation / free advertising)
Just was able to rollover another 401k account into my IRA, 77 more shares secured at 180.
Also was listening to some sports podcast (which has BMW advertisements) and they making analogies to Tesla's Autopilot (e.g. "what's Tezlas self-driving, AutoCar, AutoDrive, err?"). Anyways interesting to see it seep into more pop culture conversation / free advertising)
When tech is doing bad, Tesla becomes a tech stock. When autos are doing bad, it becomes an auto stock. when the markets are rising, it probably becomes a defensive utility stock.
Eh, the tide should turn sometime this year.
Eh, the tide should turn sometime this year.
And....? TSLA dropped more even without such news.
I remember someone on this thread not too long ago said he had to cancel his X order because of the SP slide. So, you are not alone. In fact, I’m sure many, if not majority of, people here have delayed purchasing something expensive because of TSLA. Just 100 shares bought 3 months ago would have you $10,000 in the red (and even more if you’re like many here who has been catching this falling knife).
Negative thoughts:
I think assessing any high probability of L4/L5 FSD robocars in the next few years is insane, and I really hope Tesla's profitability is not dependent on it. Of course having all the talent and data working on it makes us hopeful, but to get it to the level of robotaxis just has to be seen as unlikely in a valuation model.
I was just talking to a friend who works at Waymo on Lidar problems, and of course you can imagine his opinion. He sees cameras as simply too inconsistent in their ability to perceive objects & distance and all that (vs Lidar of course). I don't think he has experience with how cameras / deep learning will do with lots of real world varied daita, but I just don't think it's a given at this point.
Rather, I am optimistic that Tesla will basically have Autopilot like features on surface streets too, but still require user monitoring. Will this increase the take rate / asking price for FSD option? I would hope so.
I think assessing any high probability of L4/L5 FSD robocars in the next few years is insane, and I really hope Tesla's profitability is not dependent on it. Of course having all the talent and data working on it makes us hopeful, but to get it to the level of robotaxis just has to be seen as unlikely in a valuation model.
I was just talking to a friend who works at Waymo on Lidar problems, and of course you can imagine his opinion. He sees cameras as simply too inconsistent in their ability to perceive objects & distance and all that (vs Lidar of course). I don't think he has experience with how cameras / deep learning will do with lots of real world varied daita, but I just don't think it's a given at this point.
Rather, I am optimistic that Tesla will basically have Autopilot like features on surface streets too, but still require user monitoring. Will this increase the take rate / asking price for FSD option? I would hope so.
Yes, but I bought my Model 3 before jumping back into TSLA.
He also bought ~$20,000,000 of TSLA at $351.4 just about half a year ago.
JRP3
Hyperactive Member
I've been waiting since 2006 for a Tesla, I'm patient. At this point it's a race between the stock turning around and prices for wrecked 3's dropping. I'll get a 3 one way or another, doing a rebuild would be more in character.
Doggydogworld
Active Member
And another $25m worth at 243/share a couple weeks ago.
He probably can't buy now. It's the final month of the quarter so the typical trading window would be closed until they announce Q2 earnings.
True. But, not with the same risk as regular folks. That transaction you’re referring to was an option exercise.
My plan on the downside was to buy more at $180 but as no matter what we think as retail investors it appears WS is defining Tesla as a distressed company and pressuring TSLA downward.
Despite what we may think/like to happen, the recent additional info about a Tesla truck did very little for the SP.
WS does not care what 'positive' things EM says anymore, it is all about 'show me the money', (OK, execute: produce and deliver), to get us (WS) to shut up and have big institutions start buying in large quantities again. Over time. consistently hitting targets will bring back EM credibility.
I moved my use 'Tesla cash' to buy at $172, from $180. Nibble only there. I would share my further buy level but it depresses me to even discuss/share
The SH meeting may have a positive catalyst surprise but really the only thing to change the narrative now is Q2 ER/CC. The ER is more important that the CC at this point as it is all about execution/proof (steak) while the CC is more about 'sizzle' and WS only cares about steak right now.
Despite what we may think/like to happen, the recent additional info about a Tesla truck did very little for the SP.
WS does not care what 'positive' things EM says anymore, it is all about 'show me the money', (OK, execute: produce and deliver), to get us (WS) to shut up and have big institutions start buying in large quantities again. Over time. consistently hitting targets will bring back EM credibility.
I moved my use 'Tesla cash' to buy at $172, from $180. Nibble only there. I would share my further buy level but it depresses me to even discuss/share
The SH meeting may have a positive catalyst surprise but really the only thing to change the narrative now is Q2 ER/CC. The ER is more important that the CC at this point as it is all about execution/proof (steak) while the CC is more about 'sizzle' and WS only cares about steak right now.
Hmm... interesting analysis.
Is it because I don’t share the same short term outlook as you on TSLA?
With almost 1k shares and 2 Tesla’s, I probably have more invested in hoping for success of Tesla than you do.
This is one of those where sentiment has turned negative because of the following:
Share Price has separated from the story, product, and what's truly going on-- on the ground.
We are now in the hands of technical trading, macros, and short seller movement. On a personal note, my shares have gotten loaned out. Hasn't happened in a while.
Share Price has separated from the story, product, and what's truly going on-- on the ground.
We are now in the hands of technical trading, macros, and short seller movement. On a personal note, my shares have gotten loaned out. Hasn't happened in a while.
My plan on the downside was to buy more at $180 but as no matter what we think as retail investors it appears WS is defining Tesla as a distressed company and pressuring TSLA downward.
Despite what we may think/like to happen, the recent additional info about a Tesla truck did very little for the SP.
WS does not care what 'positive' things EM says anymore, it is all about 'show me the money', (OK, execute: produce and deliver), to get us (WS) to shut up and have big institutions start buying in large quantities again. Over time. consistently hitting targets will bring back EM credibility.
I moved my use 'Tesla cash' to buy at $172, from $180. Nibble only there. I would share my further buy level but it depresses me to even discuss/share
The SH meeting may have a positive catalyst surprise but really the only thing to change the narrative now is Q2 ER/CC. The ER is more important that the CC at this point as it is all about execution/proof (steak) while the CC is more about 'sizzle' and WS only cares about steak right now.
Excellent point. I totally forgot about the Annual Shareholder meeting. I'm sure we'll get plenty more questions from surprised/stunned/aggravated shareholders. Realistically though I don't see much moving the needle. The only thing that can stop the bleeding is a execution sonata in Q2.
The problem is everything thinks there's a demand issue.
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