+1 SEC needs to do their job.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
My next entry point is that 700.
Accumulate on the way down - wait 5 years & see that thing be 5-10x that if not more.
What's so hard?
We also have an environment where we get short trolls from time to time who concern troll about price drops while pretending to be long. Sometimes it's not easy to tell the good guys from the bad guys.
I entered at about 360, and then rode it down to 179. This is nothing.
The third shift can be run for practically free because there are times at night when the utilities pay you to use power.
Am I delusional for having faith this can go green today?
(Edit:Appreciate the like but this was a serious question lol)
(Edit:Appreciate the like but this was a serious question lol)
Krugerrand
Meow
It's 13% down and still at $770 in the beginning of February...with the new China gigafactory sidelined due to the coronavirus.
SoGA Fan Club
Member
That might be a stretch at this point - but you never know.
There are two more days to go, and today is still early.
Todd Burch
14-Year Member
Defining the $700 to $1000 trading range we'll be in until the next big step up.
just placed an order for 20 more @752. Let’s see if I get it.
Don’t sell yourself short. I mean even Ron Baron uses just broad metrics when analyzing Tesla. He’s met Elon many times, so he knows exactly what kind of person he is, but then we do too. We know what the company is capable of under his leadership. Do we need to know the intricacies of suppler agreements? Not if we believe that Tesla is run half decently competently, and, with the exception of occasional problems (and other companies have similar execution problems and big honking strategic problems), they are run competently. We know that from watching it for 5+ years. You can’t mass produce marvels of engineering like a Model 3 without good execution.
I agree with your original sentiment, Tesla is the least risky stock in my portfolio, and it’s because I understand the company and enough of the competitive environment to roughly know its growth trajectory.
I am less optimistic
, but I would say 800 bottom for today
Do they do that for industrial customers? I would think they would have a lot of takers. If so, the amount of wind power this state produces is staggering.
mact3333
Member
I do not see any signs of a top yet...matter of fact, I see(from charts...yeah yeah guessing game right?) a intermediate term blow off rally/top right around 1050.00...that will be a obvious short capitulation day(short term)....at that point I will unload 1/3rd of my long shares and my Jan 2022 calls and buy some protective puts...after a modest pullback, will buy back all my shares and long term calls again...last time I did this at 500.00 it turned out as a slight positive although it was admittedly hard to get back in...but this time the pullback will be more pronounced and last bit longer....jmho of course.
Once again most people should just hold and not try to trade, as this is tricky business.
The euphoria on this board is very very similar to the many cycles Ive witnessed and have been a part of in the past...this is the fun part...
Once the mundane analysts on CNBC stop referring to as just a TSLA car company(ie-valuation based on reg OEM car makers), that's when I will be worried.
I see TSLA as a Soft Bank type of company, like a incubator for the future...they will disrupt the auto sector, energy storage, AI integration, rise sharing/robotaxi's with FSD, battery/platform provider, etc.
Price is rising as people are finally starting to understand that not only is TSLA not going bankrupt, but they will be a profitable company...the real fun starts when they realize that when they buy TSLA they are buying 5 disruptive companies at once, like true incubator but without the dilution.
The KEY to getting to being a trillion dollar company is execution but more than anything, its about battery production and efficiency...this is THE KEY...dry battery needs to pan out for cost savings and efficiency and increased range...battery cost will continue to decrease by 15-20% per yr...if this doesn't happen TSLA will have some issues...they will have great cars to sell in every mkt space but they can't pull this off unless battery production increases exponentially...we gotta see a S shaped curve in battery production in order for TSLA SP to match it....designing great cars is the easy part, execution in battery production is the hard part....they need to integrate Hibar/Grohmann/Maxwell seamlessly within the next 1-2 years.
TSLA success and stock price to 2000-3000 is directly proportional to battery development and production execution!...this is the only we can get to 200B in revenues in 4 years...need to grow at 50% per year...I see 2000-3000 a share within 2-3 years...if execution is near perfect we can see 6000 a share by 4 years but this will be hard to achieve but doable.
My top call was off by 80.00 yesterday but in a volatile and fast moving stock like this one, I'll take it....nailed the temporary top at 500.00 few weeks ago also.
But don't worry, this pullback is normal and needed really...stocks can't go straight up forever...but the important part of my post from few days ago is the latter half...gotta think big picture...when i see a top I buy protection but in no way am I selling my core shares.
Price changes wildly, but their core mission and execution plan hasn't changed at all...its ALL about battery production and execution!...that battery day will be really big for us in April.
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