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

[S3XY]

What is truly amazing was how little dry powder talk happened in the 180s. People here celebrated when stock dropped below 300 so the can buy in..but looked for ropes when it dropped below 200. Now people are buying in as SP rises. But when it was at 180, people were waiting to buy in at zero or something.

I'd bet that quite a few of us added on the way down so had no dry powder when in the 180's. I'm perfectly happy with my additions at 191. Close enough.

 

[Unpilot]

I'd bet that quite a few of us added on the way down so had no dry powder when in the 180's. I'm perfectly happy with my additions at 191. Close enough.

Everyone who added under $1000 is going to look like a genius in a few years.

 

[EVNow]

Good news if that's the case. I got fed up running each page through Google Translate so only checked a few of the markets (the US and Canada are also quite annoying to check too as you need to enter zips for each major market).

You can use ev-cpo.

 

[EVNow]

Isn't that what Musk said about his commute at the annual meeting? 1 or 2 disengagements max?

Atleast in answer to one of the questions on FC - don't know if there were others - that was linked here in a post yesterday, he talked about disengagements without saying how many - it was difficult to make out too, it wasn't too clear. Overall he didn't seem very confident.

I mean, he is talking about not driving on grass and recognizing curb. Cruise report was saying it doesn't handle sirens well.

 

[SO16]

Like most folks here, I'm delighted with the apparent reversal on the SP and what seems to be a 180° change in sentiment overall.

But the $420k question is, what's changed? To me, nothing; it has just flipped, well, because.

Answers on a postcard, please, to the usual address.

The FUD is being debunked......again. Why so many people still keep falling for the FUD, blows my mind.

 

[traxila]

Retail Shorts are lemmings just like us Longs. It stuns me that all time high short positions were hit below 200. Why not at 380? Obviously a lot of smart players and traders have switched or hedged and now we are even getting positive press in the usual FUD channels. They are looking to squeeze all the stupid little players. Macros behaving, this could scream up to 300 in short order over the next few weeks.

Or not. Come play at the casino of TSLA.

 

[traxila]

Everyone who added under $1000 is going to look like a genius in a few years.

I could have sworn I heard that line in 2013. In fact, I did.

 

[AlexS]

I noticed!!



Also, the exact quote is "production has been pretty good", not "production has been great", and if you re-watch the statement you'll see a slight pause before the "pretty good", which to me suggests that it was a deliberate statement, with the subtext that they are still cell constrained, but there's no additional bottleneck on the Tesla production side.

any idea on current paint shop output, this should be hardest part beside cells to get over 7000k

 

[Tslynk67]

Fred alert, Fred alert!

https://electrek.co/2019/06/18/tesla-surprises-second-half-year/

Synposis: a hugely positive article about what's coming in 2H19 and bonus points for there being no "Electrek's Take"

If Fred's writing stuff like this then the squeeze is definitely on

Sorry folks - I've removed the paste of the whole article as it breaks the TMC rules - don't want Mr Grumpy after me...

 

[aubreymcfato]

How the hell can they both have identical handles and account names??

Anyway, explains a lot! Cheers!!

Guys, check the number of followers. ~500 is the fake (bull) one.
The real one is over 14000.
Just read that number, handles, icons and names are almost identical.

 

[EVNow]

Subtle difference, but I assume well selected route.

Tesla would know which situations remain on the “to do” list and chose a route containing none of them.

A route comprised of the same challenges anywhere in the world and the car would perform equally well. Musk steadfastly and wisely refuses to use exception programming, which is one reason Tesla will win the FSD race.

Could be. But it would also make sense to handle / solve the scenarios encountered in the route of choice in a generic way.

 

[Tslynk67]

Alex Roy has bought a Tesla and has just published a very entertaining article about it on The Drive:

How I Learned To Stop Worrying And Buy A Tesla

"Are you out of your f***ing mind?" said journalist Ed Niedermeyer, whose name is allegedly painted above the drain of the replica Duchamp hidden in Elon Musk's private bathroom at Tesla's Fremont factory."

"I'm buying a Tesla," I said, "and nothing you say can stop me."

"Maybe you should read my book."

"That definitely won't stop me."​

Alex Roy - Wikipedia

Ed Niedermayer is the infamous "Tesla death watch" guy, the first ever TSLAQ creature and propagandist.

Alex Roy also documents how carmakers are bribing auto journalists:

The truth was that I'd been talking to Tesla higher ups for months, alternatively promising to buy new and threatening to buy used. They'd never offered anything other than best wishes, which made conceding Ed's point a whole lot easier. However much a dark part of me hoped for a discount and a specially prepped car, I'd have to order one like every other shlub. But calling in manufacturer favors is what other people do. You know them; those auto "journalists" with nary an unkind word for a car until its model cycle is over.

Me? I've got a reputation to uphold.​

And:

If one doesn't give a s**t about the promises, lies, idiots, trolls, fools, rumors, hopes or exaggerations, all that's left is the glorious reality of the one fact that remains: the cars are amazing, delightful, stunning and unique.​

Ha ha, in this paragraph, the "fools" links to our very dear Fred (no, not the "Right Said" grumpy dude).

Interestingly, the "trolls" links to Greg Wester, who seems to have disappeared, I hope he's OK.

But I wasn't interested in any of that. I wasn't buying $TSLA, which is going through a rough patch. I wanted to buy a Tesla. The only way to consider buying a Tesla is to become like a honey badger. If one doesn't give a s**t about the promises, lies, idiots, trolls, fools, rumors, hopes or exaggerations, all that's left is the glorious reality of the one fact that remains: the cars are amazing, delightful, stunning and unique.

 

[NicoV]

BTW., has anyone recorded exactly how many cars were listed, and what was the date of this? They probably exposed their whole new car inventory for Europe - which would set a rough ceiling for Q2 European deliveries.

I tried to do that when I saw that the entire stock was available, but with lot’s of configs listed as 100+ I thought I couldn’t get reliable data out of it.

 

[AlexS]

added some shares at open, with exact opening price 228,72

 

[NicoV]

I could have sworn I heard that line in 2013. In fact, I did.

Doesn’t mean the statement is wrong.

 

[NicoV]

Not sure I'm allowed to reproduce verbatim, but I realise that many won't want to give clicks and I don't know the work-around to avoid that. Educate me, someone.

No: from the terms of service ‘You agree not to post any copyrighted material unless the copyright is owned by you or by this site. If you do post any copyrighted material, you shall be held solely responsible. TMC shall not be held responsible for member-posted information that may violate copyright law.’
See Terms of Service

Mods have deleted copyrighted material (including verbatim reproductions) in the past.

 

[sparcs]

macros are really helping today

 

[mekberg]

I'd bet that quite a few of us added on the way down so had no dry powder when in the 180's. I'm perfectly happy with my additions at 191. Close enough.

Same. I used up all my dry powder at $260.

 

[sweter]

Just waiting for the weather forecast for Shortville from the one and only weather presenter.

 

[Pezpunk]

Same. I used up all my dry powder at $260.

i used the last of my gambling money at $195, but i'm not complaining.