Awesome. In CNBS doublespeak, that signals buy buy buy. Super bullish
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
What do Ya'll expect? Cyber Truck delayed, Semi delayed, 4680 not working out, supplier issues...
Who cares about Earnings and Margins and Growth? Those things don't matter!
Who cares about Earnings and Margins and Growth? Those things don't matter!
TheTalkingMule
Distributed Energy Enthusiast
There's little organic volume in either direction, so Ken Griffin's algo can push the SP any way it likes. Talk about a self fulfilling strategy. If everyone goes to the beach.....the SP will be sitting right there when you get back. Lol!
At least we now have time to act. Those of us with cash anyway. Will this be a 2 day headfake or 2 month? We shall see who wants to blink first.
At least we now have time to act. Those of us with cash anyway. Will this be a 2 day headfake or 2 month? We shall see who wants to blink first.
Buddyroe
Active Member
This is lunacy like I've rarely experienced. Defies all logic.
happens every earnings (almost).
Well, most of the market looks very red this morning, so while I'd expect a bump for TSLA on the Q2 numbers the macro environment right now might be working against that.
ThisStockGood
Still cruising my Model S 70 2015
We’ve seen this before after pretty much every earnings, buy and hodl. The more the spring coils…
I think the spring has been super compressed and a black hole is now forming.
I could charge the TM3 loaner without problems on my HPWC usually used to charge my TMX.
If Palladium cars don't get the CCS plug in Europe I will be very frustraded. The adapter I have for my TMX is a real pain in the bøtt. I have to use all my strength to get it to detach and usually fumble for a long time before it does.
StapleGun
Member
As a shareholder since 2012 I had grown accustomed to the constant thought of "wow, the market really can't see what's going on here?". But over the past 8 months or so I've been more tepid, thinking perhaps the price had gotten ahead of itself and everyone had caught on.
Not anymore though. It's actually quite comforting to once again be able to see something obvious that the rest of the market doesn't.
Not anymore though. It's actually quite comforting to once again be able to see something obvious that the rest of the market doesn't.
Paracelsus
Active Member
Respectfully @cliffski - I am confident that anyone that took a sincere look at earnings results yesterday did ‘get it’ already, including the paid FUDsters saying ‘meh’ this morning. The numbers told a story of a plan so well implemented, and of challenges so we’ll overcome, that it was clear to me that Tesla could literally walk away from Texas and Berlin at this very moment and never even use them and they would still continue their steady march past Ford and GM simply by ramping TE and S and X while executing all other phases of their plan. The argument that Texas and Berlin need to be completed and ramped is just another moving of the goalposts. What’s ridiculously obvious is that those folks moving the goal posts don’t realize the game is already over.
As @ZachF pointed out yesterday, Tesla’s quarterly earnings are already making Ford’s and GM’s look disappointing over a longer timeline......and Tesla did this with only the Model 3 and the Model Y contributing most of the production, and with Texas and Berlin being a huge additional challenge. In the midst of wiping up the floor with Ford and GM they are building not one, but two new GF’s that will come online this year, and that already have the China GF as a model for how to successfully ramp quickly.
No, Wall Street gets it. And CNBS gets it, and Jim Cramer gets it. But they weren’t ready for this and IMO it’s their job to tell you this hasn’t happened yet. Anyone else claiming there is nothing to see here simply took the easy path when they were asked if they want the red pill or the blue pill.......
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Exactly. This disparity is what funded my retirement. Every time Tesla's future looked brighter and more obvious, and the market didn't react, I bought more, knowing that it would eventually pay off. The same thing is happening again. If you have cash, buy more TSLA!
We are all asking, "how long can the bear mental gymnastics be sustained?" I think we are closer to an answer, now that the P/E is dropping like Jeff Bezos from outer space, and the profit is not "dependent" on reg credits—but neither has seemed to make a dent in their firmly cemented antipathy. I doubt they will ever cease to find new, more indefensible arguments. But it doesn't matter, as their hold on the narrative continues to decline.
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