Must be all those Giga Shanghai Model Y’s.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Must be all those Giga Shanghai Model Y’s.
The delivery miss was 0.1 %, so the stock will go down by 0.1% on Monday.
That’s how it works. What are you, a noob or something?
Congratulations Team Tesla !
Keep the eye on the MISSION and carry on.
Market performance is not the mission.
I am so happy and proud of everyone at Tesla and to all the strong HODLing hands here at TMC.
A very bright start to the year , indeed!
Keep the eye on the MISSION and carry on.
Market performance is not the mission.
I am so happy and proud of everyone at Tesla and to all the strong HODLing hands here at TMC.
A very bright start to the year , indeed!
Pezpunk
Active Member
if there are idiots -- institutional or otherwise -- who want to sell me their shares at at a discount on Monday over these numbers, by all means, BRING IT ON.
ByeByeJohnny
Active Member
From the press release
"Final numbers could vary by up to 0.5% or more."
This is standard every quarter. From memory the actual number has always been higher than first reported. Not by 0.5% but often by more than 0.1%.
"Final numbers could vary by up to 0.5% or more."
This is standard every quarter. From memory the actual number has always been higher than first reported. Not by 0.5% but often by more than 0.1%.
Earnings will be great. I'm not worried.
I just wanna sell some puts
Despite being 99% concentrated in TSLA I’ve been getting a bit of FOMO (greed) so I’ll happily buy a dip. I suspect there are many others like me.
JusRelax
Active Member
I find it a bit odd that they announced this early if they were so close to 500k deliveries... if they had waited to sunday night or even monday morning, wouldn't it have been possible to get a more finalized number that would actually break 500k?
I almost want to say that they intentionally wanted to announce below 500k for whatever reason....
bkp_duke
Well-Known Member
This one caught my eye as well. We should know in a few weeks I would wager.
bkp_duke
Well-Known Member
Concur. We might have a "buy the dip" opportunity coming up.
I’m going to be polishing the buy button real good this weekend! 2021 rebalance into more TSLA commences Monday!!!
Over 36% of vehicles produced in one quarter for 2020 is a huge accomplishment! Congrats to everyone at Tesla and to the new owners!
marvinat0rz
Member
No regrets or sickening feeling here, given that I'm in the group you're referring to. Can't speak for anyone else, but rebalancing into other income-generating assets can be a perfectly rational decision even when bullish. It's a game of probabilities, and not everyone has the highest possible expected value as their primary objective. This is due to the non-linear utility of money that you'll be subject to if you're not yet wealthy.
I'd certainly be bummed if I sold after "merely" doubling or 10X-ing my holdings, but I obviously decided against that. Certainly sleep better at night these days, though
And probably obsess a little less about the minutiae of Tesla's progress, which might have been part of your point.Excellent, a REALLY BIG MISS! Maybe my March covered calls might be safe
And yes, I would quite like that Jan 29th 667.50 put I sold to exercise, please!
Seriously though, they should have announced 499,580 just to dick a bit with everyone...
And yes, I would quite like that Jan 29th 667.50 put I sold to exercise, please!
Seriously though, they should have announced 499,580 just to dick a bit with everyone...
Artful Dodger
"Neko no me"
Just redid the CAGR-since-IPO calculation for TSLA . It's now 64.2%
Given CAGR: 64.2%
Double check: 1.64217^10.5 = 182.76 X since IPO
(10.5 years from Jul 2, 2010 to Dec 31, 2020)
Double check: 1.64217^10.5 = 182.76 X since IPO
(10.5 years from Jul 2, 2010 to Dec 31, 2020)
Lol, Elon was right again! Things HAVE sped up since September...
Cheers!
This beat street consensus and let's not forget Covid is now at its peak which slows down deliveries for all manufacturers.
At the end it's not going to matter as stock rally is currently based on Tesla MEETING aggressive guide vs failing every single time. The more Tesla meets guide, the more confidence and weight the street will give to Tesla's future guides. The market is forward looking, and forward looking into Tesla's guide is on the magnitude of ridiculous when it comes to revenue. Now we just need earnings report to solidify the high and increasing margins we are all hoping for of 30+% and 2021 is in the bag.
At the end it's not going to matter as stock rally is currently based on Tesla MEETING aggressive guide vs failing every single time. The more Tesla meets guide, the more confidence and weight the street will give to Tesla's future guides. The market is forward looking, and forward looking into Tesla's guide is on the magnitude of ridiculous when it comes to revenue. Now we just need earnings report to solidify the high and increasing margins we are all hoping for of 30+% and 2021 is in the bag.
Well they saw this thread volume take a dump so why not spice up Saturday morning and release the numbers now?
In all seriousness, I think Tesla wanted to congratulate themselves so with this information they are going to be able to celebrate tonight with the great news!
Elon all but confirmed this. In response to Gali's question about if the S would be getting a horizonal screen and exterior change he simply said "
".edit, posted above. I have to admit, a refreshed S that feels like a 3 on the inside will make me look very hard at a plaid.
So, Tesla went from 367,500 vehicles delivered to 499,550 between 2019 to 2020. ~36% increase. In a pandemic and global lockdown.
A 36% increase in 2021 would mean 679,388 deliveries FYI.
A 36% increase in 2021 would mean 679,388 deliveries FYI.
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