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

[dl003]

Hey guys, nice tech sector you have here. Be a shame if something were to happen to it.

I guess the tech sector rotation has arrived. Everything I have in tech is selling off simultaneously.

I think it's profit taking. Recovery stocks are still slumping. If there is a rotation, I don't know where the money is going to.

 

[JusRelax]

I think it's profit taking. Recovery stocks are still slumping. If there is a rotation, I don't know where the money is going to.

It's obviously all going to SPCE, safest ticker ever:

 

[skybluecgreen]

My Say question:
Can't wait for the Cybertruck but will there be any stainless steel exoskeleton passenger cars in Tesla's future? I never want to buy another car with paint on it.

If you want to vote it up you'll need to scroll down to the questions with one vote haha
Say

 

[dl003]

My Say question:
Can't wait for the Cybertruck but will there be any stainless steel exoskeleton passenger cars in Tesla's future? I never want to buy another car with paint on it.

If you want to vote it up you'll need to scroll down to the questions with one vote haha
Say

My wife can help with that if you let her drive your cars for a week or less.

 

[oldTAVguy]

I think it's profit taking. Recovery stocks are still slumping. If there is a rotation, I don't know where the money is going to.

When stocks go down, wealth (real and artificial) evaporates. If the overall market is netting zero up or down, based on market value, Money seems to move. If the whole market is down then it is wealth evaporating.

 

[Tslynk67]

If I could ask a question on say.com, which I can't because no countries exist outside of the USA, apparently, then it would be "Given the number of new Teslanaire's, when will the Roadster II be brought to market?"

 

[elasalle]

 

[JusRelax]

View attachment 565180

Anybody notice that loaning the panels is cheaper per month than leasing the panels, even before the federal incentive? LOL

Granted, I guess you're not able to 'cancel at any time with no penalty' if you get a loan, but IMO compared to not having solar, getting a loan is an absolute no-brainer for many people as long as they know they don't plan on relocating any time soon. Cheaper and more stable monthly electricity cost, AND you get paid the federal rebate to do it!

 

[kanweg]

Here's today's big push down


A pretty poor effort today, methinks - we've actually dipped less than yesterday, so not many people wanting to sell by the looks of it.

I am under the impression that they want to end the week at 1500, so no need to waste powder on manipulation?

 

[EdKan]

TWTR gets major hacked, yet the SP is down less than 1%? Very surprised......

 

[Tslynk67]

I am under the impression that they want to end the week at 1500, so no need to waste powder on manipulation?

Last week they wanted $1400, look how that ended. Previous week they wanted $1200 and missed by $8.

So whatever they're trying to do, they don't seem very successful.

Just looking at the latest options chart, tbh I don't see a massive benefit from holding it below $1500 or even $1600, with all the puts there too. $1700 would be the line in the sand, I think.

But even more open interest at $2500 than yesterday, plus a lot of $3500 lottery tickets too. So plenty of motivation to bring the price up for some. Oh yes, $2000 strikes too, I don't recall those being there yesterday...

 

[LN1_Casey]

Anybody notice that loaning the panels is cheaper per month than leasing the panels, even before the federal incentive? LOL

Granted, I guess you're not able to 'cancel at any time with no penalty' if you get a loan, but IMO compared to not having solar, getting a loan is an absolute no-brainer for many people as long as they know they don't plan on relocating any time soon. Cheaper and more stable monthly electricity cost, AND you get paid the federal rebate to do it!

I've been trying to throw my money at Tesla for some panels for a year now. Still no dice, unfortunately.

I hope they expand their service areas soon.

 

[dl003]

TWTR gets major hacked, yet the SP is down less than 1%? Very surprised......

Tech stocks seem to be recovering. I expect TSLA to do the same by the bell.

 

[oldTAVguy]

Grand Dolphin, 3rd for quarter, docked and hopefully loading up. Do they unload and load ROROs at the same time?

 

[Curt Renz]

I've mentioned this before, but I have a friend in the industry who says that a lot of analysts are basically marketers for their firm. Sell and buy recommendations are often just marketing tools to curry favor with companies they want to do business with. A buy recommendation is a way to curry favor with a company that you want to do business with in future, and a sell recommendation is a way to curry favor with their competitors.

For that reason, I don't take most analyst recommendations seriously.

Indeed. It is a highly lucrative capital un-intensive industry. They hire people who have learned stock valuation algorithms in college. The recommendations are essentially telling people what they "should" pay for stocks, rather than predictions of what people "will" be paying for them in a year. They really don't apply to innovative young companies disrupting their industries. And as you suggest, there are often ulterior motives behind a firm's stock recommendations that are related to the firm's marketing needs.

When recommendations go awry, the analysts present their studies to their bosses. If the methodology is standard (or meets marketing needs), they get a pass. Their real or feigned assumption is that the analyst was right but the market is wrong. WRONG! The market is always right, and a good analyst should be attempting to anticipate what it WILL be saying over the coming months, not what it SHOULD be saying. That's not easy, and only a few analysts are somewhat capable.

 

[Prunesquallor]

why is she claiming she wasn’t wrong?

COVID in Fremont (FUD).

 

[elasalle]

https://twitter.com/TroyTeslike

Ballpark estimates, but clearly if Fremont/China continue without stoppage we are going to see a big jump in deliveries in Q3

+Even with 120K deliveries(lower end), it will be like 33% Q2Q improvement ...

 

[JusRelax]

COVID in Fremont (FUD).

How.... honest of her. Somebody sure sounds like they would have wanted the hackers to say something much more detrimental to TSLA.

 

[GOVA]

Elon should tweet that he'll double bitcoin payments but only from/to LorenaSGonzalez

 

[ninpb]

This week leading up to 22nd feels a lot like the opening scene of Gladiator before the battle against Germania.

Russell sniffs dirt for signs of cobalt.
Telling longs to hold the line.
Can't think of whose decapitated head is analogous to.