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

[Artful Dodger]

Bro. I’m not THAT new here. Of course I saw that. I’m talking about pics of my new Plaidmobile.

Difficult to get that from what you wrote.

 

[SO16]

Additionally, it wouldn’t be where it is or possibly exist, without government loans either

it was the Daimler investment that saved Tesla. DoE loans did help but not absolutely necessary. Why is this being rehashed yet again?

Elon Musk: Daimler Saved Tesla, DoE Loans A Bad Idea

 

[FireMedic]

Anyone who was discouraged by today’s trading may benefit to watch this quick synopsis of what we’ve endured the past couple years.

 

[Artful Dodger]

So what’s the magic? What metric was used to make the 804 call?

Yeah, I don't see it either. Lowest 'per-minute' VWAP today was $806.27 at 15:31 ET. No obvious technical waypoints at that level either.

With an intraday low of $803.62 the SP was below $804 for mere moments (possibly seconds)

So unless the OP replies with some other source than 'my ass', that's where I'll attribute the originating location.

TL;dr Day trading is a fool's errand where the Casino always wins in the long term. Think like a long term TSLA investor, and you'll be rich.

Cheers!

EDIT: Bah, okay taking 10% off Friday's intraday high gets close to today's intraday low:

$884.49 / 1.10 = $804.08​

Just be aware that this is NOT a technical waypoint; this absolutely is a MANIPULATION waypoint, and screams FIXED by the hedgies. What losers! They deserve their 10s of $Billions in losses and are headed for much more pain: Stock dividend.

Word.

 

[ReddyLeaf]

.... snip.... I'm lucky to be able to take a stupid moral decision.... snip....I am signing out for a while now, browser notification going down! Good luck and don't do what I do or what I say, follow your heart and you'll be ok.

There are no stupid moral decisions. Moral decisions require conviction, but lead to greater awareness.

 

[kcveins]

My bank assigns you a "personal banker" when you have a certain amount of money (not all that large of an amount) with them in your various accounts including any brokerage accounts.

These folks are handy to get things done more easily — like opening or closing an account, wiring money, ... — but their real job is to sell you investments.

As it happens, I do have an investment account with them that has some of my TSLA shares and no other investments.

She emailed me today to ‘check-in’ and offered to go out for coffee. It’s possible she’s hitting on me — she is divorced too.

But somehow I doubt it. Her note makes me think she’s been asked to help part me from my TSLA shares in favor of something, anything else.

The timing (amazing a down day!) and the personal touch suggest there is a real need for shares. Perhaps synthetic shares just don’t go as far as you need when your tracking error is growing?

Bullish.

They are certainly out there in spades
I started helping my mom manage her IRA last year after my dad passed away and found out that she was "diversified" across multiple sectors in 20 different mutual funds,
Had a chance to make some changes over the last 3 months and got on her quarterly call with the brokers
They were rather upset that I had her IRA (not the account that she needs to live on, by the way) with 50% in TSLA and ARKG instead of their hodgepodge.
Of course they tried to talk mom out of this saying "you are overly concentrated in 2 sectors and when the recession hits.. etc" and said then to me "this is what we worry about when nonprofessionals help manage accounts - you need to think of their situation and not act as if this is your account.." and finally "we are just letting you know as a fiduciary that we strongly recommend paring down your positions.."
It was all I could do to bite my tongue and tell them that since I am in 95% TSLA I was not treating mom's account the same way I am doing my own

 

[Lbkmxp100d]

No. That would have been $792.01 (-10% from Friday's Close of $880.02)

804 was the 5 day sma when it tested 804. Was the area I was watching all day.

 

[Beltsbear]

I am hoping we hear about updates to the Model S/X tomorrow.

 

[capster]

Explanations are on PapaFox's thread. But basically, TSLA is volatile in the short term and climbs in the long term. Just don't sell the shares or try to time the market and you'll make out fine.

Here’s an explanation:

No matter how hard they shake and dance
The last drop always ends in their ...

... shorts.

So not poetry.

 

[StarFoxisDown!]

because it's a mess? and you're doing exactly what you said you're not a fan of? and it's funny?

Ok

Good to see you're in the business of quoting and changing the words

 

[AudubonB]

~~~To no one's surprise, a post that simultaneously was chest-thumping and self-flagellating engendered a ridiculous amount of vapid responses.
To no one's surprise, MOST of them have been found and vaporized. If your’s didn't, don't think you're special. This will remain an Investors' forum, not some donnybrook.~~~

 

[JustMe]

~~~To no one's surprise, a post that simultaneously was chest-thumping and self-flagellating engendered a ridiculous amount of vapid responses.
To no one's surprise, MOST of them have been found and vaporized. If your’s didn't, don't think you're special. This will remain an Investors' forum, not some donnybrook.~~~

You have the best words

 

[Beltsbear]

I think there's a better than 50/50 chance that Panasonic has switched their Japanese lines to the 4680 tabless format, and those will appear in the new S/X.

c.f. President Of Panasonic Talks Tesla 4680 Battery Cell Production

Panasonic has had many months of notice that Tesla is switching to the 4680 format, and has had much space production capacity on the old 18650 lines to tide over their old supply contract with Tesla. I expect these to go into the base model S/X which I expect to be a S120D or X120D

Note also that Panasonic recently signed a new battery supply contract with Tesla:

Panasonic & Tesla reach deal on Japanese battery cells - electrive.com

Mostly agree. But I don’t think Panasonic is changing from 18650 , those lines will continue with improving chemistry. They will ADD 4680 lines somewhere. The regular S/X will use improved 18650 initially, and the plaid will use 4680. This will add capacity to build more S/X.

panasonic can sell 18650 to others when Tesla is done.

 

[Mo City]

Tesla discussion begins at the 3:12 minute mark.

TD Ameritrade - 4 hours ago:

So Dan Ives agrees with Gene Munster TSLA will be $2K within 2-3 years if they "execute".

Folks, we all know 2020 is a one-timer. However, I believe we have at least 3-4 more golden years of exceptional TSLA appreciation because there are so many things in the pipeline that will gain traction.

Just gotta be prepared to accept the volatility along the way.

 

[MC3OZ]

It is always interesting to see what the mainstream press are saying:-
https://www.smh.com.au/business/com...ors-must-ask-about-tesla-20210112-p56til.html

There is one fundamental question investors need to ask themselves about Elon Musk's electric vehicle maker Tesla. Is it riskier to buy shares, or is it or riskier not to own them?

 

[Artful Dodger]

Mostly agree. But I don’t think Panasonic is changing from 18650 , those lines will continue with improving chemistry. They will ADD 4680 lines somewhere. The regular S/X will use improved 18650 initially, and the plaid will use 4680. This will add capacity to build more S/X.

panasonic can sell 18650 to others when Tesla is done.

I think that's unlikely. There's little benefit to making a 18650 cell with the tabless design, and a great deal of engineering problems with attempting to retain the side-of-the-can cooling in the now 10 year old Model S pack architecture.

The problem with a transitional pack is its not worth the effort for a few months production since Tesla will have to support it with replacement for 10 years. Tesla will certainly switch within 12 months, why make a half-way change and then be saddled with supporting it for a decade?

I think it's much more likely Panasonic switched to the far superior tabless design with bottom plate cooling, since they've literally been saying for months that they are doing so. Tesla will make their NMC roadrunner packs for the Plaid, but they'll be connector-compatible with the Panasonic-based packs. 18650's wouldn't be because, again they're cooled from the side of the can, requiring a different pack design.

 

[StealthP3D]

You have the best words

Audubon doesn't have "words", he has exemplary atypical linguistic constructs!

 

[MC3OZ]

The problem with a transitional pack is its not worth the effort for a few months production since Tesla will have to support it with replacement for 10 years. Tesla will certainly switch within 12 months, why make a half-way change and then be saddled with supporting it for a decade?

If they have swappable structural packs, they can use a blend of 18650 based packs and 4680 packs, eventually swapping out 18650.

I think Maxwell has to be 4680, and 4680 is the cheapest option, but if they can fit a 4680 pack, they can probably fit an 18650 pack.
From memory Rivian has tabbed 2170's with end cooling.. so maybe they don't need to remove the tabs to put 18650s into an end cooled structural pack.

I'm 50/50 because IMO the Reddit poster seemed credible, however I have noted your warnings on Reddit.

It is no big deal either way, I'm sure the refreshed Model S/X will be great.

 

[Mo City]

So, at the moment, TL0 in Frankfurt is a runaway freight train at over $835.00 (EUR 686.90).

Seems like the usual caution until USA pre-market opens is being thrown in the wind for now.

 

[kanweg]

People in Europe vote with their wallets against yesterday’s stock price.