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

[OrthoSurg]

It's so weird - some people worried nothing of substance was announced, whereas I'm at the opposite end of the spectrum that what was announced was so much better than expected that I worry Tesla has Osborned a bunch of sales.

This slide was definitely the money shot:

People were expecting an alien tech moment with a breathtaking reaction.

It was science, engineering, facts, breakthroughs and optimisation at its finest.

 

[larmor]

Market wanted shiny things that will be available to purchase very soon.

Not a plan to save the world.

Yes instead the market got a pathway to increase volume production of batteries by 10x and improve investment costs and return. Half the price for the battery. The short term day traders want shiny new zunes but the market that supports aramco, exxon, and gm understand huge numbers, cost savings, and opportunities to invest in capital projects...

 

[Artful Dodger]

uptick rule tmrw?

A SP of $381.80 anytime tomorrow triggers the uptick rule.

A/Hrs session at $399.41 right now. A/hrs low was $391.51 at 19:13:53 PM

50-day M.A was $360.92 at 4 PM today.

 

[smorgasbord]

Someone should go back and count all the posts looking forward to Battery Day helping the share price.

And now we're on to Q3 P&D, right?

The only reason Model S plaid is orderable now is to counter Lucid. You think it's co-incidence that Lucid claimed 517 miles and Plaid is 520?

 

[Green Pete]

Those who are disappointed by the AH price action: I'm curious to know what you think the market was expecting to see today vs what we actually saw.

Think your asking the wrong group. I got more than I was hoping for and am disappointed. Lol

 

[Driver Dave]

Tesla has no competitors presently.

Today they just shut the door to any in the future.

Apple won by controlling and engineering all aspects of their products.

And no one could catch up.

Tesla is doing the same.

TSLA long.

They’ve won the game before anyone even started playing for real.

 

[FreqFlyer]

I bet Elon was vague on the Plaid because of not osbourning present S/X sales. IMO, work on a new Model gen S/X is presently underway using some of the new tech discussed today. Elon just cannot say it, since it will sink present S/X sales. I believe this because he stated availability will be end of next year.

 

[Opus BC fan]

I thought it was a good solid presentation.
A good balance of informative and aspirational.
Wall street is clueless (as expected).

Tomorrow I will order the Plaid S
and likely pick up more TSLA shares...

 

[Prunesquallor]

Those who are disappointed by the AH price action: I'm curious to know what you think the market was expecting to see today vs what we actually saw.

LOL. Enemies of Tesla like always. Trying to control the narrative “Tesla has no future, we think this is all BS”. Thinking if they can sink the stock enough they can hurt the company by making cap raises more difficult.
Losers. Who cares? Tesla is too big, too successful. Let them spend money to try to sink the stock. Their money will soon be my money.

 

[smorgasbord]

Cant wait until tomorrow's hopeful MMD.

Sherlocking the couch cushions for some dry powder now.

I don't know about you, but we've had so many "wonderful" and "fabulous" opportunities to buy TSLA that I'm literally (yes literally) out of dry powder.

Time for some good news in Mr. Market's eyes.

 

[StealthP3D]

what is Gordon going to say now about Tesla not making their batteries?

They don't count because they are made in a totally different building from the cars.

 

[smorgasbord]

Tesla has no competitors presently. Today they just shut the door to any in the future.
Apple won by controlling and engineering all aspects of their products.
And no one could catch up. Tesla is doing the same. TSLA long. They’ve won the game before anyone even started playing for real.

Apple also kept their mouths shut on new technology until you could actually buy it.

 

[SOULPEDL]

Tesla was at one point 6% up after hours. Anyone know what the catalyst for the drop was?

I watched it drop right after they said (what I heard anyway). The battery process was almost figured out - well, um... it's just that the yield isn't that great... We're on our 4th machine, maybe 3 more versions of the machine is all... by the time it gets to volume. Was a slight disappointment in choice of words, but it was ready to drop at any moment - as if planned. Almost sold a few at the top, but held anyway.

 

[Runarbt]

And, basically a roadmap for every other car manufacturer that wants to survive. "Here is the way to the future, follow us!"

Only problem, they dont do batteries, dont understand batteries... and maxwell patents are not open for use, mark my words.

 

[Green Pete]

And, basically a roadmap for every other car manufacturer that wants to survive. "Here is the way to the future, follow us!"

Not so much a roadmap as "this is what you should have done, and why you are screwed now"

By the time Tesla has cut their battery prices in half the legacy automakers will still be looking to hire their first few engineers to figure out how to make a battery. Let alone a battery breakthrough. By the time they start hiring engineers to build the machines that make batteries time Tesla will have a 400 mile range $25,000 self driving mass market car.

 

[Knightshade]

Someone should go back and count all the posts looking forward to Battery Day helping the share price.

And now we're on to Q3 P&D, right?

FWIW that's exactly why I sold my 9/25 calls for a nice profit last week, but still hold my 10/16 calls. I expected BD to tank SP, and Q3 numbers to recover it.

(before I get a bunch more OMG SHORT TERM INVESTOR people yelling, the vast majority of my $ is in long term core shares, only a small fraction plays around in options and even most of THAT is in LEAPs)

 

[EnergyMax]

People were hoping for a functional pilot plant (rumors of 400 Kato employees), which was ready to be scaled. They were not hoping for further process research.

 

[Right_Said_Fred]

Let's hope some (good) analysts are going to be crunching numbers the next few days and come out with positive notes.

 

[Prunesquallor]

The announced MS Plaid seems to be osborning the new Roadster. Extra room, comparable specs at 2/3 the cost is about as compelling as it gets.

Anyone cancelling their roadster reservation - or even the founder's edition?

Lol. You’re saying people who want a two-seater sports car are reconsidering for a family sedan?

 

[Words of HABIT]

Rome was not built in a day.
This is all that matters. Vertical Integration Redefined with Continuous Accellerated Improvement.
I'm stoked.