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

[M|S|M MYP]

Thank goodness $BTC is staging a comeback....Would not want the FUDsters to have more ammunition against $TSLA

 

[Todd Burch]

Tesla needs to fight the BS. Aggressively.

 

[M|S|M MYP]

Just unbelievable that anyone can just make tweet, say that know an internal person, and drop the share price like that. Get off your damn asses SEC. It's so damn blatant

You mean like when Elon tweets about $BTC and sends the price soaring....and then sends it tumbling?

 

[15Peter20]

Thank goodness $BTC is staging a comeback....Would not want the FUDsters to have more ammunition against $TSLA

And AMC has gone from -27% to +7%.

 

[MartinAustin]

It's true to say that a PR department would be holding CNBC accountable for repeating the "facing backlash in China" crap and ignoring the multiple Chinese residents who have published apologies for faking Tesla problems.

 

[StarFoxisDown!]

Tesla needs to fight the BS. Aggressively.

I've been as resistant as anyone else about Tesla not really needing to have a PR team........but this even testing my limits. I do think it's time for Tesla as a company to start fighting this.

 

[Tslynk67]

Tesla don't disclose order numbers... I call BS - of course the damage is done already for today...

 

[StarFoxisDown!]

You mean like when Elon tweets about $BTC and sends the price soaring....and then sends it tumbling?

Elon tweeting about a currency verses someone tweeting rumors about actual demand.....sure same thing lol

 

[Paul_SF]

Tesla needs to fight the BS. Aggressively.

How? Like really, how can Tesla actually do anything against orchestrated moves like that? They can’t, they can only continue to deliver and the suckers that sell, will be sorry to be scared out of their chairs like that.

 

[corduroy]

Well, I wasn't expecting to buy any shares today, but picked some up at $581

 

[Phobi]

First Tesla PR announcement: Tesla branded gag-shoes to gift to others so they can kick themselves for not buying when TSLA was still “high”

 

[ClimateOptimst]

Lovely short term buying opportunity from bipolar market man today. Sale won't last long though...

 

[TheTalkingMule]

The crisis is........ DEEPENING!!

Run for your lives!

 

[H Mak]

Hmmm, guessing it dropped due to this tweet:

https://twitter.com/x/status/1400508579766022150

Just my periodic reminder of the "crisis" Tesla is facing. I imagine VW, Ford, GM, Toyota, Nissan, BMW.......etc. would love to be facing such a crisis.

 

[PeterJA]

If you want to be as nice as possible...

1) It's a lie. If you subtract the reg credits (for some reason), then you need to add back the taxes paid on that revenue. When you do that, Tesla has been profitable (slightly) as shown in the Tesla Daily video posted above.

2) Reg credits are likely to increase, not decrease, for the next few years, according to CFO Zac in a recent earnings call. Automajors can't or won't produce enough EVs to avoid buying credits from Tesla.

3) In a few years, Tesla's auto production will quadruple (from 0.5M in 2020 to 2M in 2022), with consequent increases in efficiency and economies of scale... not to mention soaring Megapack production and the robotaxi wildcard. What does business school suggest will happen to profits then?

PS: The Tesla Daily video posted by @BlackS is not the one I was thinking of. I recall another video by Rob, I think more recently, showed that subtracting reg credit revenue but adding back the taxes paid on it made the income number positive. I don't have time to dig for that video.

 

[traxila]

Certainly not what I expected regarding China in May.

Any idea when we may get confirmation one way or another?

 

[M|S|M MYP]

PS: The Tesla Daily video posted by BlackS is not the one I was thinking of. I recall another video by Rob, I think more recently, showed that subtracting reg credit revenue but adding back the taxes paid on it made the income number positive. I don't have time to dig for that video.

It's probably the one when Rob was debating with the class Gordo...

 

[CyberDutchie]

This is getting so absurd, some guy tweets about sales numbers in one country, for one month and the stock drops 5%? WTF??? Tesla will do close to one million cars globally this year, that’s almost 100% growth and we are reacting to one month of data in one country? Give me a break!

 

[TheTalkingMule]

I'm starting to feel pretty old in my mid-40's after partying way too hard this past weekend. Let's see if I can brush my teeth and get in front of my desktop before this SP snaps back to $600.

 

[StarFoxisDown!]

Certainly not what I expected regarding China in May.

Any idea when we may get confirmation one way or another?

Note how this rumor is based on incoming net orders. There's no way to verify it and they know it. If the rumor has been about May's actual sales....they know it could be easily disproven when May registration numbers come in a few days.

Also to note......that in the next tweet the person makes using the same source, gives actual numbers which make the rumor harder to believe by stating that the order rate for China was only 18,000 month before it got halved to 9,000. If the order rate in China for the 3/Y was only 18,000 combined, Tesla wouldn't have had nearly enough demand to be have producing at the rates they're currently at for this entire year, even with exporting.