Fact Checking
Well-Known Member
Guys I thought the consensus was to HODL, not to CHARGE!
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Thanks! I have it printed and on the wall
Tesla go bragh!No, no... the shorts must be from Ireland. We'll be the ones throwing the party, not the ones heading for the hospital...
I sincerely hope this isn't me jumping to conclusions, but all of the individual S+X pages for inventory new cars and CPO cars over on the Tesla web site are... blank. This happened some time this morning as I was looking last night and things worked ok. Chrome and Edge browsers on my PC, and on my Android phone.
Model 3+Y are working much better... normally, even.
It's as if they are preparing some sort of changes to the S+X web pages.
Cheers to the Longs!
They got high on their own supply. I keep an eye on them and today the narrative is that Tesla is crazy for building a Euro factory because only 8k cars have sold in Europe this year or something. They still believe that there is no demand for Tesla vehicles and that Q1 will be another disaster. On top of that they still harp on the idea that this is all some big fraud, accounting fraud, warranty fraud (claiming that huge amounts of repairs were tagged as good will) etc. That one is especially crazy because if Elon is a fraud, wouldn't he have cashed out when SP hit nearly $600? Does a fraud spend so much energy on other companies?Here is the thing that makes me shake my head:
If the SP drops today I bunker down and wait for fundamentals to set things right
If the SP jumps today the shorts are looking at a squeeze and being wiped out. There will be no tomorrow.
I just don't understand taking on that kind of risk/reward
We don't just want to win. We want to brake them. Salt the earth so bad that nobody will ever short Tesla again. Guys I thought the consensus was to HODL, not to CHARGE!
It would be nice for Elon to push forward a potential real COO for Tesla more clearly in this earnings release and investor call. Today is TSLA earnings PLUS a spacex launch. Thats a crazy amount of multi-tasking for any CEO. I'd be happier as an investor to know that they were gradually getting more comfortable with putting forward other names to talk about the country other than Elon. He has to drive the companies vision, he doesn't have to micromanage the details.
I sincerely hope this isn't me jumping to conclusions, but all of the individual S+X pages for inventory new cars and CPO cars over on the Tesla web site are... blank. This happened some time this morning as I was looking last night and things worked ok. Chrome and Edge browsers on my PC, and on my Android phone.
Model 3+Y are working much better... normally, even.
The retail shorts firmly believe Tesla is all a fraud, a scam and about to be revealed that all those factories are potemkin villages. They really believe their delusions and are gambling their entire assets thinking they are going to make a killing off of our complete humiliation.Here is the thing that makes me shake my head:
If the SP drops today I bunker down and wait for fundamentals to set things right
If the SP jumps today the shorts are looking at a squeeze and being wiped out. There will be no tomorrow.
I just don't understand taking on that kind of risk/reward
Looks like FOMO by the longs, or FOB* by the shorts.Guys I thought the consensus was to HODL, not to CHARGE!
However, when I look outside of TMC, the sentiment goes too far, into contrarian indicator territory!
E.g. whats up with WSJ and Bloomberg publishing positive articles about TSLA ?
Not only Jim Cramer flipped to bull, but even Bob Lutz making positive comment about Tesla & Musk on CNBC.
Feels like something is broken in the world, we entered the twilight zone.
My gut feeling is that something is wrong.
My girl does squats AND crunches so...Guid Gawd, mon! What happened to her stomach?
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Ralph Nader predicted the 2008 melt-down also - eight years before it happened!
Instead of "Body by Fisher", it will be "Body by Ford".While waiting for the ER, I came across this Motortrend article about Ford's agreement with Rivian to produce the first pure EV Lincoln SUV. It is illustrative of the challenges - pointed out frequently by forum members - that traditional automakers face in the BEV transition. What left my mouth slightly agape was this explanation of the respective contributions of Ford and Rivian under their agreement (perhaps not news to others here):
Under the agreement, Rivian's chassis provides a full electric powertrain with battery pack, electric motors, suspension, axles, and other key components. Ford will design the entire "top hat"—or body and cabin—of the vehicle, but must ensure the electronic control unit, infotainment systems, and other electronics can play nice with Rivian's electrical architecture.So the main value-add that Ford doesn't relinquish to Rivian looks to be software? But only software for the components in the "top hat". At least their sterling reputation as a nimble and innovative software powerhouse augurs success here...