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

[bkp_duke]

Energy storage was up markedly. This is in line with what the installers for my 4th powerwall told me last month (they were so busy they could not keep up).

 

[Todd Burch]

Yeah, this is amazing for the entire half quarter being shut down AND major interruptions to vehicle deliveries.

 

[smorgasbord]

Tesla rubbing it in.
Comparison to other automakers:

EDIT: Note that Tesla benefits from its lousy 2019Q1 delivery numbers in terms of the comparison.

 

[bhtooefr]

Is there mistake on page 19 net income chart.

View attachment 567725

Trailing 12 months - Q1 wasn't enough of a profit to make the past year profitable, Q2 was (because every one of the past three quarters was also profitable) is I believe what's going on.

 

[elasalle]

Model Y line is fully Ramped.

 

[LJS22]

Wow, really shot up!

Some people wait to get their news 15 in late from CNBC

 

[Matias]

"Trailing twelve months"

Thanks

 

[Quesder]

Why the AH SP reacts so slow? Also , NIO is really brought up!

 

[dl003]

Are you diversifying your TSLA stock?

I am, I'm holding my TSLA in 4 different brokerages in case one goes under.

 

[Huskyf]

Up 5%. If that's rapidly down, then more please!

It's ok now but expected more up with a profit....

 

[heltok]

As expected: Profit, S&P
Better than expected: GF5 site selected, Shanghai Y robots, regulatory credits
Worse than expected: Model Y Shanghai delivery 2021Q1

Savage:

 

[Mo City]

High margin, increased regulatory credits should continue into Q3/Q4 which confirms they will be massive blowouts barring events outside of Tesla's control.

Seems like AH is finally realizing how good this is. Maybe the conference call flushes more out.

 

[Todd Burch]

$1700 broken thru so far.

 

[LJS22]

Also the core buying has taken place, now we allow the shorts to buy back their borrowed shares in the coming days

 

[traxila]

I think the energy storage business turning profits is HUGE.

So they are breaking into the trillion dollar utility business with weapons that no one else possesses in quantities yet.

The profit potential here can dwarf their car business.

Don't believe many people are taking this into the equation. I wasn't until a few months ago, not seriously anyway. Was one of those future things. Yeah, well it is here.

 

[WarpedOne]

Tesla Q2 Non-GAAP & GAAP profit, above all estimates.

Now we are entering new era and we need a more appropriate music bacground:

 

[JRP3]

After hours up just 18

I'm seeing $83

 

[Todd Burch]

Good News:
"Although recently launched and still ramping, Megapack generated a profit for the first time in Q2."

 

[hershey101]

Profit was what drove the last $500 pts... In reality $TSLA is up $700 due to this S&P inclusion... Amazing run IMO.

$TSLA halted due to volatility.. Retail is driving this move higher.... Expect a huge sell tomorrow if we gap above $1700

 

[Driver Dave]

After hours says "Zoinks!"