Joe F
Disruption is hard.
Hold on: I'll go to eatingwell.com and ask.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fact Checking
Well-Known Member
Reducing production and growth in Europe is certainly a valid way to reduce CO₂ emissions penalties.
bdy0627
Active Member
The skeptic in me wonders if it's a repeat of yesterday to draw in trading longs and then hammer it down. We are continuing to trade in a narrowing wedge pointing at next week.
CyberDutchie
Active Member
Speaking of robots, note that Andrej Karpathy in his recent ICML talk said “At Tesla we work on robots, we have a robot Model S, X, and 3 out in the wild”.
JRP3
Hyperactive Member
LN1_Casey
Draco dormiens nunquam titillandus
My usual response to Tesla's inexplicable stock movements is, "Because Tesla."
I usually equate it to the day before I buy some more stock. It then tends to go down after I do so, haha.
Fart mode in the Model 3 is guaranteed 100% methane free ;-).
StealthP3D
Well-Known Member
That gives me an idea for a new product, an intestinal bacteria culture that reduces the carbon footprint of an individual.
bdy0627
Active Member
It feels like we will need to gap up through 50 MA to breakout. It will need to be a big move. Once that happens, there should be a rapid climb with shorts covering. Good delivery numbers could certainly do that. Will we get those?
SW2Fiddler
We Are Cognitive Dissidents
Where do it GO tho? After 50 years the individual excretes a diamond?
From "Calls of the day" on @CNBC - remind me which manufacturers are increasing and which are decreasing sales/market share...
Credit Suisse initiated Ford as ‘outperform’
Credit Suisse said it sees Ford shares as having upside as the company works to reimagine its business.
“The central theme of our launch is “The Two Clocks,” reflecting the industry challenge of concurrently balancing cyclical (the “near”) and secular challenges (the “far”). Given the concept was originally cited by Ford, it is only fitting that Ford is the textbook case for our “two clocks” framework. Ford faces a number of risks ahead, as it redesigns its business to address profitability, while concurrently pursuing a longer-term reimagining of the business. Yet we see upside for the stock, as there have been early signs of improvement with more to come. ”
Credit Suisse initiated General Motors as ’outperform
Credit Suisse said GM has done a good job in balancing both short and long term concerns.
“The central theme of our launch is “The Two Clocks,” reflecting the auto industry challenge of concurrently balancing cyclical (the “near”) and secular challenges (the “far”). While this challenge is especially relevant for automakers, when evaluating GM on this framework, we believe it is one of the best players in our coverage in balancing the ‘near’ and ‘far,’ offering a compelling narrative on both fronts. ”
Credit Suisse initiated Tesla as ‘underperform’
Credit Suisse said Tesla is likely to “settle as a niche automaker.”
“To best understand Tesla’s prospects in its push for electric vehicles (EV) proliferation, we believe it’s worthwhile to compare it to an auto industry incumbent – most appropriately Volkswagen (VW). With both Tesla and VW committed to EV proliferation, the Tesla vs. VW debate could be relevant for the next decade or more. Tesla currently leads in areas that will likely define the future of carmaking. Yet it faces risks ahead – reflected in our below-consensus estimates. And despite growth ahead, we believe Tesla is likely to settle as a niche automaker. ”
Read more about this call here.
Credit Suisse initiated Ford as ‘outperform’
Credit Suisse said it sees Ford shares as having upside as the company works to reimagine its business.
“The central theme of our launch is “The Two Clocks,” reflecting the industry challenge of concurrently balancing cyclical (the “near”) and secular challenges (the “far”). Given the concept was originally cited by Ford, it is only fitting that Ford is the textbook case for our “two clocks” framework. Ford faces a number of risks ahead, as it redesigns its business to address profitability, while concurrently pursuing a longer-term reimagining of the business. Yet we see upside for the stock, as there have been early signs of improvement with more to come. ”
Credit Suisse initiated General Motors as ’outperform
Credit Suisse said GM has done a good job in balancing both short and long term concerns.
“The central theme of our launch is “The Two Clocks,” reflecting the auto industry challenge of concurrently balancing cyclical (the “near”) and secular challenges (the “far”). While this challenge is especially relevant for automakers, when evaluating GM on this framework, we believe it is one of the best players in our coverage in balancing the ‘near’ and ‘far,’ offering a compelling narrative on both fronts. ”
Credit Suisse initiated Tesla as ‘underperform’
Credit Suisse said Tesla is likely to “settle as a niche automaker.”
“To best understand Tesla’s prospects in its push for electric vehicles (EV) proliferation, we believe it’s worthwhile to compare it to an auto industry incumbent – most appropriately Volkswagen (VW). With both Tesla and VW committed to EV proliferation, the Tesla vs. VW debate could be relevant for the next decade or more. Tesla currently leads in areas that will likely define the future of carmaking. Yet it faces risks ahead – reflected in our below-consensus estimates. And despite growth ahead, we believe Tesla is likely to settle as a niche automaker. ”
Read more about this call here.
Alphacrux
Member
Stopped off at the Austin service center and chatted up the tech. I asked about deliveries and he said they've been pretty steady at around 30 a day.
anthonyj
Stonks
15 a day at Paramus NJ, they actually can’t sell anymore since they have no inventory and all the demos/showroom models are accounted for
I agree with most points, but not the last about more influence in the media today. Journalism has always had its share of play to pay, and incumbents have always had a strong influence on the media beyond that. At least now, the Internet can call out publications that go too far.
No question about the extent of attacks on Tesla. When so much firepower is directed against them, a stubbed toe for any other company becomes sepsis for Tesla, or so it’s perceived. It doesn’t help that Tesla has a habit of stubbing their toes.
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bhtooefr
Active Member
Unless it's Tesla.
(I suspect it's actually, growth companies doing huge layoffs are potentially slowing growth, established companies doing huge layoffs are cutting fat. Never mind that it's quite possible to switch the narratives.)
In Norway with 2ish days left of the month 3335 Teslas has been delivered. Compared to 5828 in Mars and 1116 in june 2018.
Pretty good since Mars was an exceptional first quarter with TM3s delivered in Norway.
When I started eating low carb after a while I stopped farting. Or stopped eating whatever made me airy earlier. No new products needed.
If you don't create excessive amounts of methane it's nothing there needing a place to go.
Pretty good since Mars was an exceptional first quarter with TM3s delivered in Norway.
When I started eating low carb after a while I stopped farting.
Or stopped eating whatever made me airy earlier. No new products needed. If you don't create excessive amounts of methane it's nothing there needing a place to go.
BoerumHill
not great not terrible
The company that is #1 in luxury car sales is poised for growth, has yet to begin production of its small SUV or pickup (BY FAR the largest segment in the industry is light trucks & SUVs), and they're projecting they'll be a niche player.
That's some amazing logic right there.
Here is an interesting result from AI and deep learning.
The first AI universe sim is fast and accurate—and its creators don't know how it works
Pardon an analogy, but researchers use it: "'The real shock was that D3M could accurately simulate how the universe would look if certain parameters were tweaked—such as how much of the cosmos is dark matter—even though the model had never received any training data where those parameters varied.
'It's like teaching image recognition software with lots of pictures of cats and dogs, but then it's able to recognize elephants," Ho explains. "Nobody knows how it does this, and it's a great mystery to be solved.'"
On topic comment: I wonder if this technique might be used to analyze markets?
Off topic comment: Is this result confirmation the universe is a simulation and that's why it's such a speedy answer? Just food for thought.
The first AI universe sim is fast and accurate—and its creators don't know how it works
Pardon an analogy, but researchers use it: "'The real shock was that D3M could accurately simulate how the universe would look if certain parameters were tweaked—such as how much of the cosmos is dark matter—even though the model had never received any training data where those parameters varied.
'It's like teaching image recognition software with lots of pictures of cats and dogs, but then it's able to recognize elephants," Ho explains. "Nobody knows how it does this, and it's a great mystery to be solved.'"
On topic comment: I wonder if this technique might be used to analyze markets?
Off topic comment: Is this result confirmation the universe is a simulation and that's why it's such a speedy answer? Just food for thought.
Alphacrux
Member
Austin service center showroom is empty too
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