-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
What's happening is legacy OEM's are 'claiming' they are putting all this $ into EV production, development to appease the gov't and investors...but in reality...they are just buying time to sell as many ICE vehicles as they can. When Tesla is fully ramped...it will accelerate their bankruptcy.
ZachF
Active Member
True.
A lot of investors don't realize that the traditional auto OEMs are going to be (forced into) spending huge amounts of capital to essentially take market share from their own products...
Gotta prop their stock up to raise more capital. GM doesn't have $30B to spend.
Noone has made the "General Failure" pun? .. i am disappointed ..You mean "General Mexico"
Not sure if you all follow Dr. know it all… But he’s a pretty sharp cookie. Multiple PhD‘s. Including physics and mathematics.
According to the math that he lays out in this video; FSD will be solved within the year. Couldn’t time stamp it; but if you start at 8:00 min mark you’ll get the nuts and bolts of it.
So…, two weeks is coming up quick!
According to the math that he lays out in this video; FSD will be solved within the year. Couldn’t time stamp it; but if you start at 8:00 min mark you’ll get the nuts and bolts of it.
So…, two weeks is coming up quick!
Knightshade
Well-Known Member
This isn't necessarily true though.
Some legacy companies won't survive the transition- others will.
At least some of the ones that do are likely to end up with more market share than they had before the transition.
Teslas #s have them with roughly 20% of new car sales in 2030. SOMEBODY needs to sell the other 80%.
It's possible say GM actually does a great job building battery plants and grows significantly at the expense of say Ford who spent years "thinking about" battery plants.
It's possible Ford building much more interesting EVs than GM somehow finds a way to get batteries and grows significantly at the expense of GM.
(or sub in VW for GM and I dunno Mercedes or BMW for Ford up there- or whatever combo you want).
So it's entirely possible some legacy will see significant growth and upside long term from the transition. It'll just be by taking share from OTHER legacy companies.
The trick is guessing WHICH ones are on which side of that. Just buying TSLA instead avoids that concern.
To use that phone comparison everyone likes- Apple obviously has been a great investment for folks during the transition from dumb to smart phones, but that doesn't mean nobody found a reason to own Samsung stock in that time.....but OTOH some folks still owned Nokia way too long
They have!
GM has got major ownership stakes in Nikola and fraudstown motors. What could possibly go wrong? Hub motors and gravity driven class A trucks bro…that’s clearly the way forward!
Last edited:
Artful Dodger
"Neko no me"
$600 is likely the preferred SP for Options Market Makers this week. A Friday Close at that price kills a huge number of bets in both Calls and Puts at that strike price. Alternatively, if the SP moves in either direction away from their preferred SP, it costs them in increased payouts. Here's the OI from this morning: (note the row highlighted in yellow)
With over 1.4M options contracts open for this week's "triple witching Friday", the dawgs will likely have their day.
Cheers!
Thank you. I just opened a few 595/597.5/602.5/605 IC for $2.16. Max gain $216, max loss $34.
Looks backwards. Interventions per mile increasing and miles per intervention decreasing? What am I missing?
FSD reasoning didn't start till halfway through.
Their investment in EV is more like this.
From: C*O
To: HR
Body: please give me a list of all people whose job description has “electric” in it.
From: HR
To: C*O
Body: Here is the list, this includes everyone, including interior lighting, turn signal engineering, and HQ building electrician etc.
Fwd: CFO
Body: See attachment for a list of people, please change their cost centers to our EV initiative.
My focus today is on the FOMC meeting. Will investors shrug off reassurances from the Fed with regard to tapering, preferring to see inflation settling down with their own eyes? Also, will there be an outsized reaction to even a hint of accelerated winding down of easy money policy in the 2-3 year time frame, which we may get?
uujjj2
Member
Maybe, maybe not.
There's what, ~15 major auto OEMs making ICE vehicles today. Say 5 of them survive the EV transition. And maybe 3 to 4 of the new EV-only automakers make it to major status (obviously Tesla being one of them). There's an opportunity for some growth even for a traditional automaker. If they survive.
Just noticed. A whole slew of Superchargers planned/under construction near Austin. 
Gotta get ready for the mass CT production coming soon!Just noticed. A whole slew of Superchargers planned/under construction near Austin.
View attachment 673997
Seems my CyberDeck is not the only trend in construction - Congrats on being an early adopter of all things Cyber!Yup! Here, I am guilty as charged...
Never owned a truck, never had any intention of buying a truck prior to CT, but when I looked at the combination of price and features and looked at my aging 2014 Model S (prior to Autopilot-1 hardware), I realized I am much better off "upgrading" to a CT rather than a new Model S or X.
And now I am even building a house to match the design of the CT
View attachment 673827
(To think early home builders knew this with their roof truss designs... was right under their noses all along.)
Similar threads
- Locked
- Locked
- Locked
