You mean how another Tesla competitor bites the dust? How is that bad for Tesla?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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You mean how another Tesla competitor bites the dust? How is that bad for Tesla?
I see Nicola as a Tesla troll or mockup - they grow because many people see it as an early-stage Tesla of tracking, but once the market will turn on them, the similarities might be turned against Tesla. Tweeting CEO? Crazy electrified vehicles? Named by eastern European crazy scientist (is he a CTO by the way)? I mean that level of an uninformed investor or media person.
bhtooefr
Active Member
However, if Tesla Semis are shipping and a reasonably common sight in the wild, the credibility crisis I think won't happen.
If they still haven't shipped yet when Nikola collapses... yeah, it could cause FUD to stick for a while.
If they still haven't shipped yet when Nikola collapses... yeah, it could cause FUD to stick for a while.
If this was Tesla 2012.
Anything it shows the world just how difficult it is for any new competitor or old guard to do what Tesla can do.
Tesla is not a bubble, you make it sound like it is. Nikola is shooting up due to FOMO while Tesla is shooting up because of possible S&P inclusion. Comparing to two stock price action is laughable.
ZachF
Active Member
The 10x is pretty consistent with the ARK projections.
He puts his money where his mouth is. Tesla, SpaceX and Schwab are in the Baron Partners Funds.
So, by his estimation, I should sell all my TSLA and put it in SpaceX...
davecolene0606
Member
Nikola = Foolcells
(Maybe Toyota will be interested)
MY China story highly unlikely
Our MY still not ready (very early order) so anecdote on production...
Tesla Energy still being ignored
Agree with ARK Invest, ride share service should start with humans sooner rather than later.
Wish I could buy some Space X can't find any avenues for little guys
No reason to sell any TSLA any time soon. (Me, but Ron thinks so also)
The mission remains!
Fire Away!
(It's STILL the batteries, Stupid!)
(Maybe Toyota will be interested
)MY China story highly unlikely
Our MY still not ready (very early order) so anecdote on production...
Tesla Energy still being ignored
Agree with ARK Invest, ride share service should start with humans sooner rather than later.
Wish I could buy some Space X can't find any avenues for little guys
No reason to sell any TSLA any time soon. (Me, but Ron thinks so also
)The mission remains!
Fire Away!
(It's STILL the batteries, Stupid!)
ZachF
Active Member
The 10x is pretty consistent with the ARK projections.
He puts his money where his mouth is. Tesla, SpaceX and Schwab are in the Baron Partners Funds.
So, by his estimation, I should sell all my TSLA and put it in SpaceX...
I wish I could buy SpaceX.....
Subscribe for PRO
The CNBC Ron Baron interview has just been uploaded to the CNBC, but it looks like you need CNBC Pro to watch it.
Hopefully it'll appear on their YouTube channel soon.
The CNBC Ron Baron interview has just been uploaded to the CNBC, but it looks like you need CNBC Pro to watch it.
Hopefully it'll appear on their YouTube channel soon.
LN1_Casey
Draco dormiens nunquam titillandus
I dunno, there had to have been at least 200k preorders, and a lot of the preorders (7 seat, for instance) haven't been filled.
Maybe they're just pulling this lever already, since the corona virus thing is now starting to ease and they want to catch the upswing?
TheTalkingMule
Distributed Energy Enthusiast
Some lunatic was arguing with me about stationary storage on LinkedIn. Totally incoherent emotional nonsense. Turned out was Trevor Milton, the founder/chairman at Nikola. Dude is just a complete nutjob.
Search for $TSLA on Twitter and a bunch of clips from this morning pop up
JusRelax
Active Member
Maybe I'm incorrect in reading into it like this, but when she states that CATL is making a bold statement, in my opinion it seems like she's asking Tesla whether or not CATL has permission from Tesla to make these statements. We don't have much to go on here, but it seems to me the reason for this is because the battery density is too low for it to count as a million mile battery.
However, she then goes on to say 'details are missing in the news'. Maybe you're right, and this is more a reference to the fact that at 250Wh/kg and current battery technology that can only cycle 2000 times, it would be impossible for this to be a million mile battery. Maybe her inference is that the news outlet are missing the details which make it possible (i.e.- this new battery chemistry is able to cycle 4000+ times).
dc_h
Active Member
Does this make sense? The new Y production building is not built and I don’t think the molding press is installed. Model Y assumption would also include a lot more local cell production.
mickificki
Member
Tesla investor Ron Baron expects exponential growth for Elon Musk's car company and SpaceX
Baron interview can be found here.
Baron interview can be found here.
Artful Dodger
"Neko no me"
Tesla investor Ron Baron expects exponential growth for Elon Musk's car company and SpaceX | Squawkbox on CNBC | Tue, June 09, 2020
Key Points:
Cheers!
Key Points:
- Ron Baron told CNBC on Tuesday he believes "there's 10 times more to go" on growth with Tesla. He also said SpaceX will grow by a multiple of 20 in the next 10 years.
- Baron's eponymous investment firm holds more than 1.6 million Tesla shares and 814,595 shares of privately held SpaceX.
- The billionaire buy-and-hold investor also said he would like to have more money to purchase additional Tesla shares.
Cheers!
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