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

[Artful Dodger]

Maybe tomorrow we will get a Scooby-Doo moment and we will see what sort of masked villain is behind “Adam Jonas”.

LOL! I knew I recognized him: Scooby DON'T!

 

[Electroman]

Translation: My mates and I will continue to spread out bullshit, but summer is here and we'll be in the Hamptons for a few weeks.

My theory on why these analysts are able to move markets with their stupid analysis and SP price predictions.

Almost everyone knows - retail and institutional investors - that these guys are bullshitting. But they know the stock will fall or rise the next day, because the rest of the sheep will react. So every sheep simply joins the bandwagon and goes for the ride, although no one honestly believes these analysts and their stupid analysis. So it ends up being a self fulfilling prophecy.

This is the reason, no one questions these analysts, because they know it is all BS anyway.

@danahull quoted Adam Jonas on his 75k Q2 delivery prediction and then added her own choice negative phrases to it, on a report just three weeks ago. Do you think she will now point out how much this guy was wrong? No. Her job is to selectively quote and add color to it. She knows very well this is all crap. They all don't care.

 

[CaliBear1]

Yahoo!!!!!

Do NOT give Yahoo! ANY credit or airtime!

;-)

 

[Remus]

Have you considered touring China?

wish I would have the money and time.

software developers are the easiest to convert. they are well paid, yet often very cheap, and data driven. Hard TCO numbers are all you need to win them over.

 

[Electroman]

Yep, Tim Seymour of CNBC’s Fast Money said the same thing. Nice that Gene Munster was there to refute all his nonsense.

Video link please..?

 

[Thekiwi]

Yep, Tim Seymour of CNBC’s Fast Money said the same thing. Nice that Gene Munster was there to refute all his nonsense.

There was an unintentionally hilarious moment in that CNBC segment. After Gene Munster had finished taking, one of the talking heads on the panel (Brian Kelly I think) attempted to bring up demand issue, but he literally stopped mid-sentence and said “I got nothing...someone else can take over”.

Will try and find clip

 

[wipster]

There was an unintentionally hilarious moment in that CNBC segment. After Gene Munster had finished taking, one of the talking heads on the panel (Brian Kelly I think) attempted to bring up demand issue, but he literally stopped mid-sentence and said “I got nothing...someone else can take over”.

Will try and find clip

Yeah I saw that, it was hilarious!

 

[Electroman]

Phil Lebeau was fantastic. His tone is rarely negative or condescending, and in fact he does call out from time to time that this negativity from other commentators is incorrect.

 

[Antares Nebula]

Yep, going to be real interesting over the next few days, holiday and all. 260, 220? Will we break the fourth of July curse this year?

 

[Jo-]

There was an unintentionally hilarious moment in that CNBC segment. After Gene Munster had finished taking, one of the talking heads on the panel (Brian Kelly I think) attempted to bring up demand issue, but he literally stopped mid-sentence and said “I got nothing...someone else can take over”.

Will try and find clip

CNBC's Fast Money on Twitter

 

[CalX]

Which matches @Troy ´s estimate of 52,300 very well.
https://pbs.twimg.com/media/D-WPs9YXYAIORDW.png:large

First time a financial journalist has acknowledged that Tesla is trouncing the competition? And from Dana Hull, no less.



Bloomberg - Are you a robot?

Something's happened with Dana. Her Twitter feed started retweeting positive Tesla owners and she has been writing more neutral and positive stories. It's refreshing.

 

[Electroman]

 

[RobStark]

EV Sales: Sweden June 2018

 

[Antares Nebula]

So we've had the Raven updates. When is Hummingbird coming?

(per chance with Blade Runner?)

 

[Tim S]

Can somebody buy this and put me out of my misery? I'm SOOO tempted to buy this because it's such a good deal.... but I'd have to sell some of my $TSLA in order to have the cash for it and I know now's not the time to sell....

2017 Model S | Tesla

Relax, it's no longer available

 

[Thekiwi]

To see the Brian Kelly fail - fast forward to 3.25 minutes in the Gene Munster video.

 

[Open Interest]

Video link please..?

I’m sorry, I saw the segment on TV this afternoon. I don’t know if there is a link.

Edit: I spoke too soon. Looks like the poster above posted the Fast Money segment!

 

[kengchang]

Bunch of jokers #SMH

 

[Singuy]

They reaffirmed guide Q1 because they want you to understand that deliveries were lower than expectations due to logistical issues. Now they didn't reaffirm guide this time because they assume you know how to add simple numbers together. It even tells you Q3 will be a QOQ increase. How much spoon feeding do you freaken need?!

Tesla does poorly, guide is a lie..they will do poorly
Tesla does great, no guide means they will do poorly

Just go F yourselves.

 

[LJS22]

Based on the comments on all these videos it seems people are not buying into any of the analyst nonsense. They keep talking about competition, but right now competition can’t put out a $40,000 car. They are having to put out a $65000 car and they are competing with the S and X for peanuts meanwhile the 3 is taking the whole cake.

Then as a consumer you look at the risk of buying an EV and it’s not going to make sense to skip the brand that has devoted their efforts towards EV’s, offers the cheapest one, and the most consumer rewarding one. I get it if you are just an Audi, Jaguar, or BMW person but at the end of the day the EV market is Tesla’s.
I don’t want to be too negative on other EV’s. It’s great that companies are putting resources towards it, and hopefully they continue to push Tesla into being that much better.