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The funny thing is it's not even a short squeeze in BYND. Shorts cover but new shorts come in. Shorts are maxed outBeyond meat short squeeze is continueing today with another 30% up. I am sure this will freak out a lot of TSLAQ shorts.
Because it's an air pocket to $235-250 and we've been hypnotized to think these prices are normal when they aren't.Any reason for the bounce this morning? No Mexico tariffs, macro or risk off signs for Tesla?
I think Poland is also likely after Elon's visit there. The Polish prime minister traveled to US directly afterwards and did an interview with Fox where he talked about what Poland can do for Tesla.Was it ever determined which country it was going to be built in? I know France was tossing some incentives. But Germany would be hilarious, as we take over their market like the BMW and Volkswagen has been doing to us.
China.Is there anything tangible for this bounce other than the analyst upgrades?
I hope he keeps noise on fsd down.
I've tried to watch enhanced summon videos and so far they are very unimpressive. Slow AF (@SpaceCash where ya been?) and not accurate. Elon said it would blow people's minds but...sigh....
Me in the short echo chamber is silly. To put a finer point on it, Elon has trust issues on Wall Street. The haters are strong there, but many are just momentum investors with no emotional skin in the game. Once Tesla hits some milestones, they’ll walk away from the shorts without a second thought. In the meantime, Elon is shouting in the wind on Wall Street.I agree that Elon Musk is widely viewed as an optimist.
I disagree that the general perception is that his optimism is blind. You have been in the shorts echo chamber too long. I think he is widely perceived as the modern era's "hands-on", "can do" forward thinking industrialist. A doer, not a dreamer. Can you think of anyone else who can stand shoulder-to-shoulder with him in this regard?
Model 3 configuration differences are very minor across the continents and Tesla has 3 final assembly lines. In April/May they loaded ships for EU and China, which have different charge ports, apparently loaded some RHD cars for the UK and also built US/Canada Model 3s. The ability to make multiple variants doesn't suddenly disappear in the 3rd month of the quarter.Reading this I just realized that "the wave" (delivery rate not constant across the duration of a quarter) does not only result from trying to deliver as many cars of those produced by the end of the quarter (emptying the pipeline). Also, from what I understan Tesla has to produce say European cars in batches (not at the same time as US cars) due to differences in the production, like different charge port.
I wonder if there is anything they can do about that? If they in fact have to do the batching as I assumed they will likely always have a wave at least for overseas regions.
TT007 wiped out, Greg Wester stopped tweeting, some bulls even turning into bears, just total annihilationIs there anything tangible for this bounce other than the analyst upgrades?
You’re on a roll!TT007 wiped out, Greg Wester stopped tweeting, some bulls even turning into bears, just total annihilation
Three things.China.
The greenness of the electricitygrid may be a factor. Poland is has by far the dirtiest electricity in Europe, due to almost entirely coal based: Live CO2 emissions of electricity consumptionSeems to be a lot of interest from Poland as well. They don't have the auto credentials of Germany, and perhaps a somewhat less stable political situation, but they seem more eager to attract Tesla, and it'd likely be cheaper / faster to build, and cheaper to operate, in Poland.
I can't imagine Tesla ever choosing France. They love strikes too much for Tesla's tastes. They're just as protectionist to their current auto industry as Germany is, with the French government owning a large stake in Renault. Etc. I just see nothing that would make them choose France.
It looks to me like a contest between Poland and Germany.
Is there anything tangible for this bounce other than the analyst upgrades?
So Tesla can do the most good in Poland and take advantage of Germany’s supply chain.The greenness of the electricitygrid may be a factor. Poland is has by far the dirtiest electricity in Europe, due to almost entirely coal based: Live CO2 emissions of electricity consumption
Shame Tesla doesn't know of a solar panel manufacturer or a battery manufacturer whose products they could use to generate and store their own electricity...The greenness of the electricitygrid may be a factor. Poland is has by far the dirtiest electricity in Europe, due to almost entirely coal based: Live CO2 emissions of electricity consumption