So that's roughly $3B to date in "one-time items"
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Don't worry, it is non recurring revenue, we can totally ignore it. As the competition ramps up it will completely disappear inSo that's roughly $3B to date in "one-time items"
MTL_HABS1909
Active Member
So a great quarter, 2 new upgrades and the stock goes down premarket 
They’re trying really hard to convince people that this was a bad quarter.
They’re trying really hard to convince people that this was a bad quarter.
It would be wonderful if pre-market is a head fake.
MTL_HABS1909
Active Member
See my post above. I think they’re just trying to paint a negative narrative. It may last today but we’ll definitely be higher by the end of the week.
So a great quarter, 2 new upgrades and the stock goes down premarket
It's a nice buying opportunity, one which I will take advantage of!
Don TLR
Active Member
Regulatory credits time and time again, the same old story, but some people get it. I remembered this story and video from last year.
Steve Westly, an early Tesla investor and former board member of the company, told CNBC: "Tesla is eating their competitors’ lunch, and they’re making them pay for it. That’s a pretty cool trick."
Steve Westly, an early Tesla investor and former board member of the company, told CNBC: "Tesla is eating their competitors’ lunch, and they’re making them pay for it. That’s a pretty cool trick."
⚡️ELECTROMAN⚡️
Village Idiot
They've been calling it Tesla Vision since they started their divergence from Mobileye back in 2016.
"It’s all Tesla Vision software, we're not using any third party software for the vision procession," Musk said on a conference call with reporters. "It’s our neural net."
"It’s all Tesla Vision software, we're not using any third party software for the vision procession," Musk said on a conference call with reporters. "It’s our neural net."
Tesla announces fully self-driving cars
News comes as Autopilot is still under investigation for various crashes.
www.usatoday.com
May be. Think shorts were really banking on hard drop. They would definitely be taking advantage of post and pre market to influence the SP.
An 100% YOY on the traditionally weakest quarter on the year is astounding. And they are in the midst of a terrific ramp. They ditched their highest margin products for the entire quarter and still rang the register.
2021 4Q is shaping up to be monstrous! The uncertainty has collapse to a large degree regarding Tesla’s future. All the big houses are obviously positioned for SP spike, having piled in the past few weeks it seems, based on all the upgrades.
Long term positions are golden here. As for all the weekly options....place your bets!
If analyst discount reg credit as real revenue because it will one day go to zero, then they should discount all revenue from selling ICE from other manufacturers as that will also go to zero. Reg credit goes to zero approx the same date as ICE revenue goes to zero.
TheTalkingMule
Distributed Energy Enthusiast
STOP THE PRESSES!!!
It all makes sense now. Hedges put on the least imaginative reopening post-inclusion double-down short play and it has backfired. They assumed Tesla would have chip issues in 1Q like everyone else, but would get pummeled since......they're Tesla.
Well Tesla delivered in 1Q. Literally. And now they're all just going through the motions as if it didn't happen. As if the idea of 1M for 2021 were just rendered impossible rather than reaffirmed.
5M+ in additional shares shorted, heading into a Biden infrastructure bill and back to back 100% yoy growth. Let us also not forget +5M shares short doesn't bring the real short float to 6.63%, it's more like 38M/260M when you factor in the shares that truly aren't going anywhere. AND we have what.....another several million in synthetic shares short from the MM's?
Let's see just how powerful this cabal of MM's and hedgies really is. If they can make money off this short it means they just own a money printing machine. Personally, I think it unwinds. It always does, and we are apparently wound up tighter than at any point in recent memory. Since maybe 2018?
Yet another painful lesson for me as I sit here cashless. The move was to buy May 21 calls periodically as SP treaded water at $620, not trying to catch the weekly spikes. Then have enough cash to buy June calls toady and Jan calls in July. Basically, always have cash on hand.
We shall see, maybe the market sniffs this one out and we squeeze on Wednesday as they scramble to cover.
Artful Dodger
"Neko no me"
Indeed. And the financial media conveniently ignores multi-billion dollar subsidies to the oil industry (which allow cheap fuel for gas cars). Not to mention free carbon pollution in the U.S. and
Sounds legit.
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X Fan
Active Member
Our old “buddy” Charley Grant, the snake in the grass spouting ”shorty points”, back in the WSJ coverage beat throwing shade at the earnings:
www.wsj.com
Tesla Makes More Money Trading Bitcoin Than Selling Cars
Bitcoin trading and regulatory credits, not auto sales, helped power Tesla to a record profit.
www.wsj.com
Todd Burch
14-Year Member
We've seen this game before. Head fakes. Ignore. Stock will go up decently within weeks.
Todd Burch
14-Year Member
Recommendation: Don't read stupid. Don't repost stupid. Stupid is as....you know the rest.Our old “buddy” Charley Grant, the snake in the grass spouting ”shorty points”, back in the WSJ coverage beat throwing shade at the earnings:
Tesla Makes More Money Trading Bitcoin Than Selling Cars
Bitcoin trading and regulatory credits, not auto sales, helped power Tesla to a record profit.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Gordo:
"Tesla missed with regard to Bloomberg estimates". (How about "Bloomberg missed with regard to reality"?).
"Excluding credit sales and bitcoin sale they lost $181M this quarter" (How about "Tesla adapted their investments in R&D and expansion of production capability to their collective positive cash flow (including all actual sources of income) in such a way that they achieved positive EPS even with ongoing heavy investments and expansion"?
This yes! Was very glad to see the fresh short interest and shares shorted data, all though we know it doesn't tell the whole picture it certainly points in the correct direction with regard to short selling. And short interesting going up during a period where stock price has gone up, followed by a great ER (Yes the quarterly report was in fact great, all though there is strong incentives on the part of many players to paint it as negative) can only have one effect, given some time. Now is that a few days? A few weeks? A few months?
Artful Dodger
"Neko no me"
So that's roughly $3B to date in "one-time items"
Lol, $3B sure, but what's that in GORDONS?
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