Two things:
1. Even one day of orders can make a big difference to EoQ push.
2. I think Elon realizes the expectations were getting really high. So he is doing the right thing as a leader and keeping expectations low. Under promise over deliver.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Two things:
1. Even one day of orders can make a big difference to EoQ push.
2. I think Elon realizes the expectations were getting really high. So he is doing the right thing as a leader and keeping expectations low. Under promise over deliver.
I guess from my view, there will be so much information given, that Elon saying on stage that very high production won't be reach until 2022 but that the new batteries would be going into S/X from the pilot line.....would be viewed positively
It seems like Elon is trying to keep Battery Day from being a sell the news sort of event. Lately Tesla has been beating their production estimates, I'd bet that the Cybertruck ends up in volume production by Q4 2021 and they beat what Elon just tweeted.
Agreed....it can only go uphill from here....we can all only hope.
At least it dis spells the demand problem.
Exactly - I cringed everytime he tweeted how awesome it's gonna be - why not downplay it on purpose to blow people away
Not really, it would have been sell-the news anyway as you can see by AH reaction. It only turned to sell the sell-the-news now.
I assume all the speculators get out before the event now, so what's left is real buying due to the importance of presented news.
My wife said I lucked out selling out at the close to close my margin swing trade position at $449.50 for the shares I bought at $448 this previous Friday in anticipation of a run up for today and tomorrow. Now it makes us think what will be our strategy for TSLA for the next 2 weeks. I'm thinking of swing trading TSLA later tomorrow to catch the lows for any good news during presentation and unload again for a small profit. We are still holding core shares for long term though. I'm predicting a sell off tomorrow and a slight recovery for speculations for the presentation. How much it'll drop tomorrow, I don't know. Guessing game.
People here talking about 2022 like it's next century. 15 months is a blink of the eye
Canada has a habit of giving money to industry. The only time it's really worked out well is the Michelin plant in Nova Scotia. (I don't keep up with this, so there may be others.) Government has a problem in that because they are using taxpayer money, they can't be seen to use it for startups, so legacy industry is about the only thing they can invest in.
Yeah I apologize man, I attributed your lyrics to Garden Party... must be losing it the farther I get from 1956...
MTL_HABS1909
Active Member
You realize that you disagreed with me in the first part, but then went on to validate my point in the second. Very strange.
Just to be clear, the information in the tweets is exactly what I figured it would be for timeline. Giga Texas has to be completed first(in mid 2021) and then get the production lines up and running before they need the high volume for Semi and Cybrtruck. The start date of "serious high production" is pretty much the date that Giga Texas get's completely finished and up and running. S/X will come from Kato Rd production line
Having said that, I still think the tweet is ill-timed. Elon just guaranteed a sell off(now 8%), just a day early.......instead of letting the totality of the information given out(at both Shareholder parts and Battery part) determine if the stock rises or drops. I don't think 1 day would affect any sort of Osborne effect. Most of the cars are already spoken for, it's the matter of actually being able to deliver them all.
Having said that, I still think the tweet is ill-timed. Elon just guaranteed a sell off(now 8%), just a day early.......instead of letting the totality of the information given out(at both Shareholder parts and Battery part) determine if the stock rises or drops. I don't think 1 day would affect any sort of Osborne effect. Most of the cars are already spoken for, it's the matter of actually being able to deliver them all.
Joe F
Disruption is hard.
Don't know in your case. I just put a pork butt on the smoker, so pulled pork with wonderful burnt ends and either a good stout or a bourbon or 3.
I feel the burnt ends are appropriately representative of the shorts.
Yeah, I kinda let my thoughts just float on that one
Tesla hasn't magically ramped this new battery tech to "serious high production" secretly before they even announced it? OMG sell.
Morons.
Morons.
Dancing Lemur
Hoopy Frood
Yeah, they’re not gonna spin this at all (Benzinga):
Tesla Shares Down ~9% After Hours Following Elon Musk Tweets Previewing Several Points About Tuesday's Battery Day, Warned Of Shortages Of Battery Cells, Production Ramp Delay
Tesla Shares Down ~9% After Hours Following Elon Musk Tweets Previewing Several Points About Tuesday's Battery Day, Warned Of Shortages Of Battery Cells, Production Ramp Delay
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