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

[lafrisbee]

We are ~35% thru the trading day, ~33-34% of daily volume so far. But typically highest trading volume is the first hour or so--you can't linearly extrapolate the first few hours of volume thru the rest of the day. Having said that, if this climbing continues we may see volume pick up.

Todd Burch beat me too it...

 

[Joe F]

I wonder who the grinch is?

Jim Carrey.

 

[Nocturnal]

Trouble is, so many people in built up areas have to pay a lot of money to commute jam packed in trains - google London Underground/Tube in rush hour images. All the time, you're breathing in PM 2.5 at a high rate (Now You Know used PM meter 2.5/10). travelling by car is not a practical option.

I've seen fights to get on to trains in UK, I've seen people pushed out of trains. I've had to use my body to stop a small child getting crushed when the train braked. His Dad couldn't find a space near him but the alternative for them was not getting home that night.

After Covid, small vehicles with air filters, UV cleaning between different passengers seems like a great idea. If TBC can cheaply dig tunnels to increase capacity, add more cars in staging areas and just have point to point travel rather than stop-start-stations, the experience will be much better. I really think this can take off. I look forward to above ground being for pedestrians and some cyclists with underground being most of everything else (including some cycleways).

No it makes sense. My comment was with the American/suburban experience in mind.

 

[Favguy]

Wow, Steptoe and Son joke! Not sure how many non-UK readers will get that reference (but it did make me smile)

Sadly, even younger UK people probably won't get it now.

 

[kengchang]

Looking at the latest flyover from Fremont. Do we know that it's not Tesla doing some groundwork on the lots across the street where the new casting machines are?

If nothing else Tesla sure could use some extra parking space.

Used to be part of the NUMMI factory but was sold off. Not owned by Tesla.

 

[azaz]

do we have any analyst estimates for q3 earnings yet?

 

[M|S|M MYP]

If macros weren't so today, $TSLA would be up $20...still a bullish sign being up almost 3% with Markets taking a dump

 

[ByeByeJohnny]

No it makes sense. My comment was with the American/suburban experience in mind.

Well even buses above ground isn't that common in the American suburbs.

If BoringCo get to building tunnels under suburbs it will be for small/private vehicles. Most of the value for travelers is that you don't have to wait 20 minutes for a bus. Your vehicle leaves when you arrive at the station.

So in Las Vegas they may or may not use something with 12-16 seats on the loop along the strip and to the airport. When/if they build a larger network connecting the suburbs that will almost certainly be in a 4-6 seater since your party will almost certainly be the only one traveling from that station to another specific station at that exact time..

 

[Right_Said_Fred]

Any specific cause for the macro dump? Or just a combination of profit taking and algos?

 

[TheTalkingMule]

If macros weren't so shitty today, $TSLA would be up $20...still a bullish sign being up almost 3% with Markets taking a dump

The levels we're breaking through makes it 3x as impressive. Excited to see where we can get tomorrow before a Friday pushdown......then a Monday explosion.

 

[TheTalkingMule]

Any specific cause for the macro dump? Or just a combination of profit taking and algos?

Mnuchin gave up on stimulus.

 

[Curt Renz]

do we have any analyst estimates for q3 earnings yet?

Ben & Mitch Zacks were regular guests of mine on my old TV show.

Zacks - today: Tesla (TSLA) Earnings Expected to Grow: Should You Buy?

Excerpt:

This electric car maker is expected to post quarterly earnings of $0.54 per share in its upcoming report, which represents a year-over-year change of +46%. Revenues are expected to be $8.20 billion, up 30.1% from the year-ago quarter.

 

[M|S|M MYP]

Ben & Mitch Zacks were regular guests of mine on my old TV show.

Zacks - today: Tesla (TSLA) Earnings Expected to Grow: Should You Buy?

Excerpt:

This electric car maker is expected to post quarterly earnings of $0.54 per share in its upcoming report, which represents a year-over-year change of +46%. Revenues are expected to be $8.20 billion, up 30.1% from the year-ago quarter.

I can't think of a company as big as $TSLA's market cap growing YOY consistently as $TSLA will....only the beginning but they are finally waking up and noticing. The time for picking up cheap shares are coming to an end.....

 

[TheTalkingMule]

I can't think of a company as big as $TSLA's market cap growing YOY consistently as $TSLA will....only the beginning but they are finally waking up and noticing. The time for picking up cheap shares are coming to an end.....

Becoming increasingly clear growth can be maintained for easily a DECADE on the back of the energy transition. Obviously the transition will take longer than that, and what happens to Tesla's place in the market post-2030 is unforeseeable, but Tesla's path to 8-10 years of consistently maintained revenue growth is almost indisputable already. That's just bananas.

 

[Rarity]

Looking at the latest flyover from Fremont. Do we know that it's not Tesla doing some groundwork on the lots across the street where the new casting machines are?

If nothing else Tesla sure could use some extra parking space.

Do you mean next to the new residential complex? If so, then that area is not Tesla-owned and is slated for more mixed-use/residential.

 

[jerry33]

Come on, legacy car makers! Who is going to offer the first car with fake horse neighing sounds as it drives ???
I swear I buy one if somebody releases a car with fake horse neighing sound.

You mean you're not going to hold out for the one that emits realistic horse apples?

 

[AudubonB]

Intermittent
Clod
Emitters?

 

[Dancing Lemur]

Consolidation at $460 after essentially ignoring the wall at $450 bodes extremely well. As the volume increases over the next week, it’s likely to come more from additional buyers than from sellers. After earnings, who knows? But I think we get a nice run-up until then.

 

[Cal1]

You mean you're not going to hold out for the one that emits realistic horse apples?

Jesus we already have strategically placed fart sound emitters. Why are you people never satisfied!

 

[AudubonB]

Because of Nose Under Tent Syndrome. It’s nuts.