StealthP3D
Well-Known Member
Yes, but what about the competitors luxuriously appointed interiors with 9 cup holders?
When I enter, the only thing missing is the Grey Poupon by Kraft!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yes, but what about the competitors luxuriously appointed interiors with 9 cup holders?
When I enter, the only thing missing is the Grey Poupon by Kraft!
StealthP3D
Well-Known Member
Phil is not a closet bear, he just likes his job and knows he hasn't exactly been pulling his weight around CNBC in recent years.
StealthP3D
Well-Known Member
Yes, and no. It is likely already solved for new Model 3s and Model Ys that have no radar. But I don't know how long it will be before Tesla Vision gets pushed to the whole fleet. (It is still limited to 80 MPH.) And even then it might only go to vehicles with the FSD computer, i.e. HW3.
On the good news front, this NHSTA BS is just that . . . BS. This is noise in the scheme of the long-term investment thesis on TSLA. Nothing has changed. TSLA is still the market leader in the EV space and it has technology that is far ahead of the competition. The MMs and shorts cannot change the facts, they can only spin things for short term gains. Overall, even from a stock price/market cap perspective, TSLA is still way ahead of the game.
Tesla down 4.4% is not bad considering most larger cap EV stocks are dropping more. xpev -6.7%, nio -6.1%, li -3.7%
insaneoctane
Well-Known Member
Honest question....
I'm intrigued to buy at this drop of $680ish because it's stupid, but it would be my second highest SP entry point if I did. The SP has been plenty lower very recently. Other than rage buys, Why new conviction at higher prices than less than 3 weeks ago?
I'm intrigued to buy at this drop of $680ish because it's stupid, but it would be my second highest SP entry point if I did. The SP has been plenty lower very recently. Other than rage buys, Why new conviction at higher prices than less than 3 weeks ago?
Yesir! They have already figured it out with the new vision based software when dealing with vehicles on the side of the road.
Starts at 27:12
Short term SP is irrational. So I don't see it as SP was lower very recently as any kind of indication of value today versus three weeks ago. Rather, with passing time and additional data, it's becoming more and more obvious TSLA is going to be a huge success. It's inevitable.
So if the market continues to be irrational and provides more buying opportunities, I'm going to take them. Unfortunately, I'm pretty much tapped out. But I was able to squeeze in another 8 shares on today's drop. And very thankful to be able to do so.
And yes, I bought because it's stupid. That also.
Max pain also seems to be a little above here closer to 685-690. Should provide some support at this range.
Friday is a few days away, and the AI talk is this week too. Interesting week in the cards.
Friday is a few days away, and the AI talk is this week too. Interesting week in the cards.
Not sure if posted before Model Y LR new order delivery date is now January 2022.
Maybe, however he never shows enthusiasm when Tesla does well, but now he seems assertivePhil is not a closet bear, he just likes his job and knows he hasn't exactly been pulling his weight around CNBC in recent years.
and exited to report bad news
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Burry adds to TSLA puts and now adds ARKK puts as well:
Michael Burry Bets Against Cathie Wood's Ark, Adds To Tesla Puts | ZeroHedge
Specifically, as of June 30, Scion owned Puts contracts against 235,500 shares of the ARK Innovation ETF. As everyone knows by now, the flagship exchange-traded fund of Cathie Wood and her firm Ark Investment Management has emerged as the US SoftBank, investing billions into anything with a "story", and betting for virtually perpetual growth in countless growth and momentum stocks. In the process it has lured billions in the past year after her thematic tech-focused bets trounced the market in 2020, although Wood and Ark have struggled to maintain their momentum this year, amid concerns about lofty valuations and accelerating inflation.
To be sure, Burry was already indirectly betting against Ark's biggest long, Tesla, but now he has taken the fight directly to Cathie Wood. And speaking of TSLA, Burry's massive bearish bet has increase by over 34% and the Puts now cover 1,075,500 TSLA shares, representing a nominal value of $731 million as of June 30 (naturally the actual capital at risk is far lower, although without more details on which specifics TSLA puts Burry has bought it is impossible to defined his full exposure), making the TSLA short his biggest position.
Michael Burry Bets Against Cathie Wood's Ark, Adds To Tesla Puts | ZeroHedge
Specifically, as of June 30, Scion owned Puts contracts against 235,500 shares of the ARK Innovation ETF. As everyone knows by now, the flagship exchange-traded fund of Cathie Wood and her firm Ark Investment Management has emerged as the US SoftBank, investing billions into anything with a "story", and betting for virtually perpetual growth in countless growth and momentum stocks. In the process it has lured billions in the past year after her thematic tech-focused bets trounced the market in 2020, although Wood and Ark have struggled to maintain their momentum this year, amid concerns about lofty valuations and accelerating inflation.
To be sure, Burry was already indirectly betting against Ark's biggest long, Tesla, but now he has taken the fight directly to Cathie Wood. And speaking of TSLA, Burry's massive bearish bet has increase by over 34% and the Puts now cover 1,075,500 TSLA shares, representing a nominal value of $731 million as of June 30 (naturally the actual capital at risk is far lower, although without more details on which specifics TSLA puts Burry has bought it is impossible to defined his full exposure), making the TSLA short his biggest position.
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Village Idiot
Why was the TMC forum down all morning?
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