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

[Artful Dodger]

View attachment 725616

Lol, I wanted to click on TMC, and accidently ended up on Pronhub

CHEERS to the Longs!

 

[Drax7]

This is outright thermonuclear.
This recent explosion is a warning to the rest of the industry.
This marks the end of the beginning for the EV industry.
Tesla now has beyond unlimited capital to expand.

 

[M|S|M MYP]

Gawd TSLA is so boring...it's just been sitting near $1,020 for like 5 minutes now.

Can't wait for power hour for TSLA to do something meaningful today

 

[lafrisbee]

I am just letting everyone know that I now have a blister from tapping the "like button" on all you all's posts. Keep it up. I got more fingers.

 

[Unpilot]

Lol, I wanted to click on TMC, and accidently ended up on Pronhub

CHEERS to the Longs!

Today's action is better than anything on pornhub.....at least I'm told

 

[TheTalkingMule]

Just sold a few shares. Forgot I had a "placeholder" GTC sell order sitting at $998.50 just in case of a squeeze. At least I nailed the recent high. Lol

Now where to buy back in? 985? Do I dream big and go for $980?

And I think it's safe to say that window is now closed. A cautionary tale of greed and missed opportunity!

 

[Hock1]

As I memed, I'm taking delivery of M3P this week.
Ordered end of July with months out for delivery.
Oct 14 - got vin, schedule delivery but had to release because of trade-in title, loan in the air.
Oct 21 - got another vin, schedule delivery. Again had to release because of above
Oct 24 - got another vin, title, loan in place. Scheduled delivery for this week.

Los Angeles area. Lots of 3P? I maybe got put in back in line but are they fastracking me because of 3P? That quick?
As for trade-in (2018 3 LR Dual), Tesla's quote went down and CarMax went up. Selling to CarMax now.

Congrats! My wife's S LR refreshed is coming in 10-14 days. (red with white interior), ordered March 24. Sold 100 shares (3% of holdings) to pay for it. Happy day for all.

 

[lafrisbee]

Lol, I wanted to click on TMC, and accidently ended up on Pronhub

CHEERS to the Longs!

Sing it with me..."Money Money Moooney, Do things, Bad things with it."

 

[elasalle]

Nothing meaningful to discuss

https://twitter.com/x/status/1452709918801281029

 

[mongo]

This is kind of a surprising catalyst IMO for a 15% move, breaking the $1000 wall and all. Hear me out: Hertz don't buy cars, do they? They lease? And all I've seen are news articles, not really any specific agreement, time line or anything. We know Tesla don't do deals (everyone pays the same) and that they are production constrained. So this is 98% PR - for both firms.

So my guess is: hugely up today. Retrace somewhat throughout the week?

Also, why does a ketchup company need so many cars?

Herrz buys their cars, some with a buyback agreement from the OEM. Surprising Facts About the Rental Car Industry | The Motley Fool
This may align with Tesla's planned robo-taxi fleet.

Heinz is the ketchup company.

 

[Tyler34]

Kinda late for the mmd today

 

[lafrisbee]

an hour before close and ...53,000,000 shares traded hands. One hour left.

 

[Zero CO2]

seems like we have a lot of fair weather posters today ... where were you guys when we hit $550's back in spring
are we having fun yet

 

[BitJam]

Also, why does a ketchup company need so many cars?

They're trying to ketchup to their competition. I'm very happy I bought on the dip last week.

 

[enzo]

Does anyone think today's action might be at least in part be due to benchmark funds who held out in buying TSLA now scrambling for shares? Them not buying shares after the S&P inclusion makes them almost like shorts.

Many were underweight and had 2 trading sessions to fix it after earnings. I'm sure some still failed to bite the bullet and are stuck buying in at ATH or waiting for a dip. Must be pretty embarrassing at this point, possibly career-ending?

 

[henchman24]

This is kind of a surprising catalyst IMO for a 15% move, breaking the $1000 wall and all. Hear me out: Hertz don't buy cars, do they? They lease? And all I've seen are news articles, not really any specific agreement, time line or anything. We know Tesla don't do deals (everyone pays the same) and that they are production constrained. So this is 98% PR - for both firms.

So my guess is: hugely up today. Retrace somewhat throughout the week?

Also, why does a ketchup company need so many cars?

They buy cars... most rental agencies do (actually decent places to get used cars as their maintenance records are strong). The simple math of the deal, 4.2b * 30% by the end of next year is 1.26b. That makes it worth more than $1EPS (if Tesla can add capacity) for 2022. 2022 EPS has been valued at ~110x all year for Tesla... so assuming Tesla can add excess capacity for 100k, ~110 added to the share price actually makes sense. Now I don't know if Tesla can get that much capacity increase... but that is the simple back of the napkin math.

 

[StealthP3D]

How hard can it be for FSD to learn perfectly the route back to the rental agency lot from departures? It's the same short route over and over. Imagine what a perk it would be to only ever drive to departures, get out and leave the car right there!

Good point. The FSD technology is, for the most part, ready to do that right now (at least for each major airport I've ever been to). All they would have to do is validate the tech for each airport for safety reasons. But something tells me that TSLA is close enough to a general solution that's good enough to work at most airports they won't bother with training/validating for specific locations.

 

[SunCatcher]

Today's action is better than anything on pornhub.....at least I'm told

I don't know about the rest of you, but I need a cigarette. And I don't even smoke!

 

[DrJohnM]

Some months ago, my eldest daughter purchased her first call ($600 Jun 16, 2023). Being new to options, she was rather confused at the $19,400 purchase price and had regrets that she might not even cover the option cost. Today, she is sitting on an (unrealised) $29k+ profit. Good for her...

 

[Krugerrand]

Whattaya think @Krugerrand? Are we getting close to the interest due?

No. This is merely one payment. More I am owed.