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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Andrew Left said he no longer short Tesla back on April 25 2019.
Citron's Left says he is no longer long or short on Tesla
My wife said that Tesla is most likely doing a Superbowl commercial showing off the latest S and X models.
LN1_Casey
Draco dormiens nunquam titillandus
I can see a superbowl style commercial, but not actually a commercial. Too much cost for not enough reward, in Musk's mind. Those ads are pricey, and Musk can reach more people by tweeting.
willow_hiller
Well-Known Member
A user on Reddit applied a bit of a color filter to the vehicle's under covers at Fremont. Does anyone else see what appears to be a Model X front and rear with a Cybertruck-style windshield?
It does rain in Fremont, but I think the lack of a roof is an indication of how much heat is produced by these gigapresses - so much that an overhead roof would cause heat issues with the surrounding structure.
ByeByeJohnny
Active Member
One could have opinions on their valuation models (to say the least) but they do seem to get it right often enough. The three most talked about shares over there the last few days.
GME - Gamestop + 50,48% today
BB - Blackberry + 9,11% today
PLTR - Palantir + 24,73% today
The one thing they seem to have figured out collectively is that when something has run up a bit the smart move (if you want to continue/create a squeeze) is not to buy more options as that doesn't really change the share price but instead moving profits from early calls to buying shares which will continue to drive the share price. Pretty smart when hundreds or even thousands of people do this.
Tesla used to be the number one discussed company over there and continues to hoover around 5th or so most of the time. The people there obviously don't have enough money to move tsla by themselves but it seems possible on 'smaller' companies (less than $10 billion or so).
You nailed it.
Another weekend is upon us (sigh...). On the one hand, it's only a regular two day weekend. On the other hand, earnings announcement on Wed. It's going to be a torturous wait.
A user on Reddit applied a bit of a color filter to the vehicle's under covers at Fremont. Does anyone else see what appears to be a Model X front and rear with a Cybertruck-style windshield?
The sideview mirrors are notably absent. Either this isn't a complete car, or there might be a surprise.
TheTalkingMule
Distributed Energy Enthusiast
Gonna go with Occam's razor: Same painted body in white Model Y we saw at the same spot in his last video 4 days ago at 3:20 min:
A previous video showed those same vehicle tow setups, uncovered, with what I believe were Y (or maybe 3) BIWs being carted practically across half the plant to reach a tent GA.A user on Reddit applied a bit of a color filter to the vehicle's under covers at Fremont. Does anyone else see what appears to be a Model X front and rear with a Cybertruck-style windshield?
If they were S/X they'd have no reason to be towing them around unless they decided to go to tent GA for S/X too, which would be weird since they have stopped production for so long surely they could have just retooled the existing space ...
Do you STILL have that bug in my office? That is identical to what and how I was discussing Fremont with Jenny this morning.
j6Lpi429@3j
Closed
It is maybe a bit weird for tesla to cover up something as simple as a car body when bizarrely they more or less let strangers fly drones right up to the guts of their most innovative and potentially valuable pressing equipment. (which is weird... even if not malicious, a drone-failure could drop the thing right into the press at a potentially *tricky* moment.... yikes).
Although part of me REALLY wants tesla to concentrate 100% on the semi, roadster and cybertruck (its not a good look for a company to keep announcing amazing products....which don't seem to then get made), it does look likely to me that there is *something* happening with the S or X or both.
It seems pretty unlikely that we could be *this close* to Q4 results and them not take the opportunity to announce a refresh if one is really underway. So if nothing gets said on wednesday, I'm assuming no S/X refresh in 2021, other than maybe a battery design change.
Although part of me REALLY wants tesla to concentrate 100% on the semi, roadster and cybertruck (its not a good look for a company to keep announcing amazing products....which don't seem to then get made), it does look likely to me that there is *something* happening with the S or X or both.
It seems pretty unlikely that we could be *this close* to Q4 results and them not take the opportunity to announce a refresh if one is really underway. So if nothing gets said on wednesday, I'm assuming no S/X refresh in 2021, other than maybe a battery design change.
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