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

[Krugerrand]

Now we all just need to hope that the macro's don't sh*t the bed tomorrow

 

[Mo City]

These are very good numbers, especially when you consider that Tesla is optimizing their lines with this downtime, but I'm wondering if it's enough to overpower the shorties this week with the likely still largely unsettled market.

I am worried that the market won't act appropriately to these numbers tomorrow.

If you are long, don't sweat it. The market won't act appropriately until there is a clear consensus the worst of COVID-19 is behind us.

 

[Mike Smith]

Tesla misses estimates for quarterly deliveries

Reuters constantly lies about Tesla. They're saying they missed estimates.

 

[Chunky Jr.]

88K seems pretty good all things considered. I don't think they will top that in Q2 based on economic conditions, but I'd love to be wrong.

 

[Krugerrand]

I am worried that the market won't act appropriately to these numbers tomorrow.

So, like your usual daily worry then?

 

[LJS22]

Now we all just need to hope that the macro's don't sh*t the bed tomorrow

6.6 million applying for unemployment wasn’t that painful to the market. Next will be how much the banks are on the line for unpaid loans.

but I think Tesla should be good tomorrow. We’ll see how much the 13,000 cars that were produced but not delivered/sold impact the earnings later.

 

[j6Lpi429@3j]

wow. this is SERIOUSLY good. I was secretly hoping for 90k production and planned to be super happy with that result. 103k. lol.

 

[Krugerrand]

I'm still sticking with my theory that we'll be capped around 500 as the peak and walked back down. I think it's either going to be very apparent that is what's going to happen.....or we blow through 550 pretty early on tomorrow with a close around 575.

Thanks for narrowing it down for us.

 

[Mkorpal]

Wow, production was the 2nd highest quarter ever behind Q4 19 (104,891) despite the factory shutdown.

Two factory shut downs, in fact. And supply chain disruptions throughout. Really impressed with that number.

If they can use this off-time to make further improvements, it bodes really well for what they can do when they re-open.

 

[Nocturnal]

lol market watch "record first quarter and almost meeting wall street expectations". Really? Expectations were over 90k even with the rona?

Chanos thought he could sneak back into the spotlight with his short announcement today. Now he looks even more stupid.

 

[Mkorpal]

I don't want to mention the P word, but they might just have enough to squeak one.

 

[LN1_Casey]

If you are long, don't sweat it. The market won't act appropriately until there is a clear consensus the worst of COVID-19 is behind us.

I am long on all shares, but I still want the best for Tesla. But these manipulations are frustrating.

 

[LJS22]

Keep an eye on the stock price after this positive Q1 P&D report. It's possible you could see a manipulative dip at some point in an attempt to define the results as a negative. I'll buy the dip if it happens.

Tesla didn’t appear to give them much to take negatively. Not even changing guidance. They’ll have to hope for a bad earnings or Q2 to scare people in.

obviously it’s not all good from here. But 88k is strong considering what’s going on. Q3 and Q4 could be an absolute avalanche of good news if we get this virus flattened out

 

[BenPrice]

wow. this is SERIOUSLY good. I was secretly hoping for 90k production and planned to be super happy with that result. 103k. lol.

Expectations CRUSHED.

Haha

GET EM ELON

 

[Chunky Jr.]

I think these results tell us that w/o the virus, it would have been an amazing quarter well beyond expectations. It also tells us demand is still really high and that there will be a lot of pent up demand once the virus has passed and the economy starts up again

 

[woodisgood]

Curious whether Elon will take the opportunity to drop Austin land purchase news...not sure if the rumor was verified or debunked after it initially surfaced.

Might possibly be coupled with some “stimulus” news / cooperation with Texas gov’t about putting Texans back to work or something.

 

[Chartered321]

I just feel bad for CNBC and Jim Chanos... they really tried hard all these years

 

[njzimmic]

$TSLA just pulled an $LK. Shorting here 5x leverage is wise

Kindly elaborate, short the stock now and that there is better buy in opportunity and which price would you say?

Thanks

 

[wipster]

Exponential baby!

 

[Zero CO2]

clear path to 10X initiated i am now thinking 2020 guidance will be hit....OEMs are now going to be left in the dust .... but we already knew that

3Q and 4Q will be "tremendous"