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

[M|S|M MYP]

Did not know Schwab was so forward thinking....Bullish sign!

 

[Unpilot]

Portfolio Mgmt: (selling some winners, to buy TSLA dip)
View attachment 591708

Are those polanisa snakes?

 

[OrthoSurg]

Flipping through the channels last night I saw the strangest thing. FOXBusiness news was actually speaking positively of Tesla and Elon‘s vision for cheaper, better batteries and the future of BEV. I was shocked, and optimistic for today.

Tom Nash is really pissed against CNBC and Bloomberg this morning

He’s not a Tesla fan but hates Trevor Milton.
To see the mainstream media praising NKLA while FUDing TSLA made him have nightmares

 

[Nocturnal]

If some smart person found out how to change mercury to gold, analysts would still be waiting for someone to make a powerpoint that'd show how you'd get money from this reaction. God forbid that they use their brains* and do the analysis themselves.

* Provided that they have one

Oh, that process won't be ready until 2022? Downgrade.

 

[Driver Dave]

The presentation was amazing, but could of used one final thing at the end:


"We are presenting: Model 3+

(A Model 3 in unique color rolls out on to stage.)

This Model 3+ may look the same, but inside it is powered by our new batteries we just presented.

These batteries cost x% less to build, will last y times as long and gets z more miles than the current Model 3.

This car will be shipping in 2022 and cost x less than current car.

It is the start of increasing all battery KPIs across the board by controlling every step of the design and manufacturing process, which is something no other company is able to do.

Fini


Stonks ^ !

 

[ZachF]

Somewhat OT: Employment losses by state 8/19 to 8/20:

Local Area Unemployment Statistics Home Page

-15.33% Massachusetts
-13.82% Hawaii
-12.97% Nevada
-12.88% New Mexico
-11.98% Rhode Island
-11.16% California
-10.48% Iowa
-9.05% Pennsylvania
-9.01% New York
-8.79% Illinois
-8.73% New Hampshire
-7.91% North Carolina
-7.48% West Virginia
-7.28% Vermont
-7.06% Connecticut
-6.70% Florida
-6.58% Alaska
-6.56% Kentucky
-6.47% DC
-6.46% Oregon
-6.45% New Jersey
-6.38% Colorado
-6.34% Georgia
-6.15% Maine
-5.77% Ohio
-5.52% Arizona
-5.31% Michigan
-5.26% Arkansas
-5.16% Mississippi
-5.14% Virginia
-4.67% Wisconsin
-4.44% Minnesota
-4.31% North Dakota
-4.11% Maryland
-4.06% Tennessee
-4.05% Missouri
-3.97% Washington
-3.87% Indiana
-3.34% Kansas
-3.20% Wyoming
-3.12% Montana
-3.03% Oklahoma
-2.75% Delaware
-2.66% South Dakota
-2.47% Louisiana
-2.26% South Carolina
-2.08% Alabama
-1.41% Texas
-0.96% Utah
-0.86% Nebraska
-0.23% Idaho

 

[OrthoSurg]

Lol. Maybe thing are different in Canada, but I have a Bachelor of Science Degree in Aerospace Engineering hanging on my wall that disagrees with you.

My Canadian wife bachelor degrees in electrical engineering hanging on the wall supports strongly your comment.

 

[Nocturnal]

The presentation was amazing, but could of used one final thing at the end:


"We are presenting: Model 3+

(A Model 3 in unique color rolls out on to stage.)

This Model 3+ may look the same, but inside it is powered by our new batteries we just presented.

These batteries cost x% less to build, will last y times as long and gets z more miles than the current Model 3.

This car will be shipping in 2022 and cost x less than current car.

It is the start of increasing all battery KPIs across the board by controlling every step of the design and manufacturing process, which is something no other company is able to do.

Fini


Stonks ^ !

If they had done that then orders for the 3 between now and then would drop by 50%. That's also why I think they didn't show the Plaid S and didn't talk about any refresh plans. It will be a surprise so prospective S buyers won't stop shopping in the meantime due to anticipation of a refresh on all S cars.

My Canadian wife bachelor degrees in electrical engineering hanging on the wall supports strongly your comment.

I was going to make a cliche "yeah but convert that to American dollars joke" but these days I'm thinking a CA based degree probably sounds more impressive.

 

[ThisStockGood]

 

[Artful Dodger]

Here's today's Tech chart as of 09:30 AM

TSLA opened at the 50-day Moving Average, which as $363.52

Bears now seeing if they can get a run going for the Lower-BB.

IMHO that SP, more than anything, is what the SPoon-feeders want to achieve.

Cheers!

 

[traxila]

AAPL fighting to turn positive. At this point we need some leadership from macros.

 

[OrthoSurg]

You seem to be getting him mixed up with someone else who has recently been in the news

He meant to post this on Nikolarenderingclub.com

 

[gabeincal]

The presentation was amazing, but could of used one final thing at the end:


"We are presenting: Model 3+

(A Model 3 in unique color rolls out on to stage.)

This Model 3+ may look the same, but inside it is powered by our new batteries we just presented.

These batteries cost x% less to build, will last y times as long and gets z more miles than the current Model 3.

This car will be shipping in 2022 and cost x less than current car.

It is the start of increasing all battery KPIs across the board by controlling every step of the design and manufacturing process, which is something no other company is able to do.

Fini


Stonks ^ !

And with that, they would sell very few Model 3s for 2 years. It would potentially bankrupt them.

 

[jhm]

You mean Bob "CATL" Galyen? He kept responding to Sandy's glowing remarks with "yeah, but other companies are doing that already". Really? Where? In their test labs? Let's see the pilot production lines where they use that technology or chemistry. I have no doubt that others are messing with similar chemistries or bits of engineering. But how many are doing all of those things, on an active pilot line, that will be ramped up to mass production in a year and ramped even further in a couple years?

Bob seemed pretty defensive, like his ego is all tied up in what the non-Tesla battery has accomplished. Regardless of his need to validated his life's work, I think it is pretty reassuring that most of what Tesla is doing has also been tried by others.

It is not necessary for Tesla to do anything utterly original. Publishing academic papers is not the goal. Rather, Tesla needs to focus on the the improvements that most immediately enable the company to scale up to the GWh level. Cutting production costs by 50% and capex by 70% are the key objectives. If Tesla can achieve this through a handful of ideas that that the battery industry has known about since the 1920s, that's great. No one has ever marshalled these incremental improvements to produce at TWh scale before.

It is profoundly encouraging that orchestrating these "tried before" incremental improvements could lead to a $50/kWh pack cost. $100/kWh was needed to be sticker-price competitive with ICE, but $50/kWh absolutely destroys ICE. No where did Musk claim Tesla would be doing what no one else can do. That is not the point. Tesla is modestly targeting 15% share of the battery market. This means obviously that Tesla expects the rest of the industry to contribute the other 85%. Thus, players like CATL need to get up to the GWh scale and drive pack cost down to $50/kWh too by the end of the decade. Originality is overrated.

 

[Todd Burch]

Buyers are back?

 

[humbaba]

AAPL fighting to turn positive. At this point we need some leadership from macros.

Maybe, but the stock price bounced so unless we get a mid morning dip my next order won't clear. While it may not go green today (who knows) the discounts may not get any better

 

[TheTalkingMule]

Art Cashin with some great points this morning on CNBC. This is a momentum market. Don't go looking for logic, just ride the momentum!

On the macro side.....this week's market action will hopefully spur the WH and Congress to push through one more massive election year covid stimulus.

Buying Nov20 calls @ $450 strike today and moving out to Jan15s if they get cheap. Trying to lock in leverage and hit 2-4 of the near term potential squeeze triggers.

Anyone got an accurate count of current short interest?

 

[gabeincal]

Not a bloodbath so far....

 

[OrthoSurg]

Buyers are back?

Dunno
But I placed an order for 100 shares at opening
100 shares at lower BB@342

the buying move from ARK yesterday made me jump the gun

 

[LN1_Casey]

Buyers are back?

My guess is that it's A) buyers nomming on the low shares, and also B) MM's pushing towards a Max Pain close, which sits at about 405 when I checked earlier.