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

[corduroy]

 

[MTL_HABS1909]

I think it’s about time for Elon to tweet that the SP is too high.

 

[mekberg]

Btw man went from a decent day to a hella ugly day. Was hoping this week was the rebound week and it looked like TSLA was actually going to outperform the macros but it's pretty clear we're spending time in the mid 600's now.

Don't worry. Mama Cathie will be selling SQ today and buying more TSLA.

"The longer the base, the bigger the breakout."

 

[JohnnyEnglish]

WOAH, if that guys estimates are true then Giga Shanghai is going to be a production BEAST within a year or two, much more than I thought. 10K cars per week out of one plant??!?!? Honestly that sounds kind of crazy high to me, am I wrong?

Fremont is already around 10k/week when not constrained by battery or other part supplies. I expect Shanghai to get there (and perhaps beyond) in 3-6 months just on 3/Y. The model 2 will be in addition.

 

[mrdoubleb]

Macros soaring, Hoping for 750+ today!

good luck all

Well, this didn't age well.

 

[Unpilot]

This is TSLA lately

 

[TheTalkingMule]

Pretty sure the factory for the "China designed car" is already being built on existing land. I agree with this guys comments that were posted to the article.

I can't imagine there's not a plan to expand cell/pack production in China. It's the path of least resistance for the Party and for Elon's Master Plan. How long are we going to harp on a massive cell shortage before we agree another massive Chinese GF should be at least started?

These raw material shortages and "5 year mining ramp up" timelines remind me of 2011 when we were absolutely certain silicon for solar panels was gonna run out by 2013. The market will get you the materials if the demand is there, that's how it's always been. Especially with these new formulations including far greater % of common metals.

With all the global liquidity sloshing around, it almost makes sense to build now and run it at 10% for 2 years if the materials don't show up. The moment is ripe and we have $20B $21B burning a hole in our pockets.

 

[FireMedic]

Seriously; Ford and GM up 5.5% and 4% respectively...and Tesla down 4%? Feeling like this is a bear trap.
Can’t think of anything else that makes sense. I’d love for someone to shed some light on this.

 

[PlaidCPA]

Seriously; Ford and GM up 5.5% and 4% respectively...and Tesla down 4%? Feeling like this is a bear trap.
Can’t think of anything else that makes sense. I’d love for someone to shed some light on this.

Markets are often irrational. We, Tesla Investors, have learned/experienced this more than most investors.

 

[Stormy24]

Seriously; Ford and GM up 5.5% and 4% respectively...and Tesla down 4%? Feeling like this is a bear trap.
Can’t think of anything else that makes sense. I’d love for someone to shed some light on this.

10 to 50 x cheaper than a Tesla share must be a good deal? Lol

 

[LiveLong&Profit]

Fremont is already around 10k/week when not constrained by battery or other part supplies. I expect Shanghai to get there (and perhaps beyond) in 3-6 months just on 3/Y. The model 2 will be in addition.

The building of Giga Texas is also progressing well, even with a week of weather related delay. If you watch the youtube videos of Roberts, Tegtmeyer et al, you can see that the clearing on the other (west) side of the freeway has progressed rapidly as well.
Room for more there.
A lot of land in Austin - only time and Elon will tell how many factory buildings there will be placed.
Also, interesting point: Even though Giga Texas has the most land of any giga's by far (so far) the factory taking shape currently is mostly 2 storey/floors, a decent amount of 3 storey, and yes, occasionally even 4 storey!
That I find very remarkable, and an interesting 'tell'.

 

[buttershrimp]

10 to 50 x cheaper than a Tesla share must be a good deal? Lol

It's the sick acceleration of the new electric mustang. And by sick, I mean, likely anemia or EV tuberculosis.

 

[Buckminster]

Rivian planning to manufacture solid-state batteries - Electrek
Recruitment roles suggest they are fairly advanced.

 

[Nocturnal]

I paid a lot of money for my ticket on this roller coaster. I may get nauseous but I'm staying in my seat.

Rivian planning to manufacture solid-state
batteries - Electrek
Recruitment roles suggest they are fairly advanced.

It's so funny that the only companies on the planet not promising solid state batteries are those that actually make batteries.

 

[Mo City]

OT: Mods will probably remove this post.

Greg Abbott just announced he is ending the statewide mask mandate in Texas and is allowing businesses to open up to 100% capacity. Says it's now time for people to decide on their own what to do.

Please do not reply.

 

[Mengy]

Rivian planning to manufacture solid-state batteries - Electrek
Recruitment roles suggest they are fairly advanced.

From the roles they are seeking it sounds like Rivian would like to start developing SS batteries?

So, maybe we'll see some SS batteries from them to market by 2030?

 

[Curt Renz]

https://twitter.com/garyblack00/status/1366834602971701248

 

[mekberg]

https://twitter.com/garyblack00/status/1366834602971701248

View attachment 641402

With zero valuation of energy and FSD.

 

[ZsoZso]

Rivian planning to manufacture solid-state batteries - Electrek
Recruitment roles suggest they are fairly advanced.

Will they beat SolidPower (who plan to reach automotive market* by 2025) to market ?

* They already have MWh scale pilot production lines, but still working on improving various performance metrics, see the clip linked for more detail

 

[MTL_HABS1909]

I’ve never been one to day trade, but I feel really stupid not doing so with all this volatility.