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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fact Checking
Well-Known Member
BTW., there's another factor that probably played a role in the TSLA price action so far: to the extent bearish analysts were manipulating FactSet delivery expectations upwards, to artificially increase the "Wall Street expectations" figure to 98,000 and to assure that Tesla would miss these (fake) "expectations" - which would also mean that those analysts internally had lower expectations - so for them, their clients and their prop trading desks yesterday's surprise was even bigger.
Fact Checking
Well-Known Member
I'd be surprised if it was so: Tesla generally uses these unveilings as a "demand lever" to plug all their other products - this is what the Model Y unveil late February was after all, an emergency demand lever to help sales.
Q4 is expected to be pretty good, so in that sense a ~mid Q1 unveil would make the most sense.
If they do it in Q4 then I'd expect it to happen in mid-November, so that any new orders from the media hype would still fall on Q4.
Alternatively, they could also do a late Q4 unveil, to help bootstrap Q1 demand.
Early Q4 (October) would surprise me - but it's possible of course.
So EM didn't get the TMC memo to keep saying 78K
He could have send email to encourage the employees without providing any specific numbers
-- but then by next week we would have to begin climbing from low 200's instead ....
See No TSLA, Speak No TSLA, Hear No TSLA .... ($TSLAQ)
Their blocking is their own worst enemy. Who wants to live in a bubble?
Temporary bans if someone is just trolling, sure. Permanent if they keep repeating the offense. But if they're trying to engage in discussion...
JRP3
Hyperactive Member
It seems like the V10 software was pushed out faster and to more people. Hard to guesstimate what the revenue recognition impact is going to be or if/it will be discounted into the stock price, but the table is set for a big revenue beat. I think it is safe to say we will see at least sequential revenue growth, if not better, which will quell the "there is no demand issue from the bears", and it will come to gross margins on the model 3 and profitability. That is the last major argument from the CNBC TSLAQ crew, "Tesla can't make money on Model 3's."
Don TLR
Active Member
Nice catchSo when SP goes down on rumors it is OK, but internal email that gets leaked is not OK. SCUMBags
@4:09 on frame there is a shot with back screen saying Elon ... with the Ex cut off from Exelon
What a bunch of scum they are, cant wait for them all to eat crow.
Seymour is the worst of the bunch. He was the one who was categorically saying that unit volume was going to be down 30% or something to that effect. I don't mind their guest having opinions, but they never are held accountable, and in this case they are a source fo the major Tesla FUD machine. I don't have a problem with them being negative on a stock, but this seems more than personal for some reason and they never seem to have the data to back up their assertions.
537 were delivered *to customers* yesterday!
Sure Tesla can make money on Model 3, but they will never be able to money on their Pickup which is the only market that matters. Also they are drawing dead in autonomy and will get sued to death by all customers who for FSD.
Sure Tesla is first with autonomy, but Uber still have more customers and will soon release their superior software.
Sure Uber went bankrupt and Tesla has a large share of autonomy, but everyone knows that Amazon drones will soon replace cars and Tesla are drawing dead among drones.
Sure Tesla are dominating the drone market, but teleportation is right around the corner and Tesla’s investments will turn useless any day now.
Swampgator
Active Member
Should be relatively easy to implement for Tesla with Siri Shortcuts. A couple of days work max. Gotta tweet that to the boss
...
I don’t know how shortcuts work - I assume there have to be hooks in the app code. The Tesla app doesn’t seem to have them (“Stats” does).
Tell the boss this is the scenario:
1) Finish morning coffee
2) “Hey Siri. Fire up Little Red”
3) Car unlocks
4) A/C on
5) Trunk/Frunk unlatches
6) Garage door opens
7) Walk to garage, throw backpack in Trunk/frunk
8) Go
JRP3
Hyperactive Member
The ironyYou too my friend. Just a different one
Should be relatively easy to implement for Tesla with Siri Shortcuts. A couple of days work max. Gotta tweet that to the boss
I sometimes think people read way too much into these emails. Elon many times has said that he's no businessman and I'm convinced he doesn't care that much about the SP. It's a distraction, it's not his motivation. He won't be scheming to push the SP up by wording and timing an email leak. He ain't got time fo dat and he's an honest man.
We should read this email as what it is - a way to motivate people on the ground and push them towards a specific goal, a nice round record number. Don't mistake it for 100k in the bag.
Remember, buy the rumour, sell the news.
Curious. These emails that seem to pop out just before the end of the quarter. I always wonder how the US SEC looks at these. Could they not be looked at as a CEO trying to influence the stock price? I have no idea how American stock market rules are. Just curious.
CEO gives an internal "Rah, Rah" speech to his crew ..
SEC should go investigate the fraud and price manipulation
+ As #Uno said, leaking stuff like this is treason. In the old days the leaker should get ....
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