TheTalkingMule
Distributed Energy Enthusiast
FCF is impacted by the BTC purchase, no? Or is it just cash on hand? I could definitely see that messing with some algos that just scan the big numbers and model change over time.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The Accountant
Active Member
I suspect Tranche 8 became "Probable" - we may hear something about this on the call.
bkp_duke
Well-Known Member
Tesla posts record net income of $438 million, revenue surges by 74%
Tesla beat expectations on revenue and earnings in Q1, but the stock dropped slightly after hours.www.cnbc.com
I really must have hurt more than one person at CNBC to report that with a title like that too. LoL.
HG Wells
Martian Embassy
The real question is:
Should I buy stock in after hours or wait to buy calls in the morning.
Should I buy stock in after hours or wait to buy calls in the morning.
I have to say that the financials are great - pretty much in line with a number of the expert commentators we have in the $TSLA community, if not slightly better
The stock is being killed by the lack of guidance, IMO, plus the zero (-100%) on the S&X line, with no explanation is not good
Let's see what the call brings, but without a doubt we are in good shape..
The stock is being killed by the lack of guidance, IMO, plus the zero (-100%) on the S&X line, with no explanation is not good
Let's see what the call brings, but without a doubt we are in good shape..
This did not age well...
bkp_duke
Well-Known Member
I'm ecstatic about this. 26.5% gross margins with no S/X produced, and only 2k or so of them sold, probably at a discount to clear inventory.
Traditional auto would kill for those margins in that product segment.
I just keep thinking how the margins are going to get even better when everything at battery day is fully implemented across the product line.
Beer time!
Maybe this is weighing on $TSLA, many thought Toyota were teaming up with Tesla, instead they piss $550M down the drain on Waymo 
LiveLong&Profit
Member
Nice Giga factory photos.
But... exterior photos from Giga Texas and Giga Shanghai are 2-4 days old, acc. to drone videos. Yes: That's is how fast these factories are being built that ~½ week is all it takes to spot visible progress, from afar.
But... exterior photos from Giga Texas and Giga Shanghai are 2-4 days old, acc. to drone videos. Yes: That's is how fast these factories are being built that ~½ week is all it takes to spot visible progress, from afar.
And we will probably see that Tranches 5 and 6 will be unlocked with the release of the 10Q.
bkp_duke
Well-Known Member
Great question. I want to see what happens on the call and if we get any juicy tidbits. If we do, I'll be selling CC's tomorrow if the stock is on the up-swing.
It's still flat. Sell news would be a 5% or greater dump.
It will take until end of this week for everything to shake out. I predict higher close on Friday than today's close.
Odd that it is referred to as "Model Y Factory" and doesn't mention Cybertruck
I think the market is still trying to figure out if these are Gordon Johnson happy numbers or Cathy Wood happy numbers
JusRelax
Active Member
This is totally accurate, especially along the lines of their software advantage. Being able to drop in microchip controller replacements so quickly is definitely a sign that they have apis for simple drop-in replacement of likely many other hw parts as well.
dgodfrey
Member
I too have been holding off on writing any new CC's the past 2 weeks. I think/hope the call will add some meat to the bones of this report and we get a nice bump tomorrow.
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