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

[15Peter20]

Recovery Wednesday?

 

[CorneliusXX]

Looks like Tesla isn't the only company that gets complaints about build quality.

https://www.reddit.com/r/Justrolledintotheshop/comments/qqdsyv

 

[Drezil]

We rebounded here in Europe yesterday too. If that is any indication for today…. ;-)

 

[CorneliusXX]

Interesting that shanghai produced more M3 in October than MY. I thought MY production was supposed to be substantially higher?

https://twitter.com/x/status/1458308557787451396

 

[WarpedOne]

Interesting that shanghai produced more M3 in October than MY. I thought MY production was supposed to be substantially higher?

M3 demand is still strong.

 

[JohnnyEnglish]

Interesting that shanghai produced more M3 in October than MY. I thought MY production was supposed to be substantially higher?

https://twitter.com/x/status/1458308557787451396

Yes, very strange. Would be very surprised if they could produce that many Model 3s in a month - it would be a huge jump in daily production rate. The production figures in a couple of weeks should give greater insight.

 

[heltok]

Interesting that shanghai produced more M3 in October than MY. I thought MY production was supposed to be substantially higher?

https://twitter.com/x/status/1458308557787451396

LFP only in 3 so far?

 

[mltv]

https://twitter.com/x/status/1458300821746167810

 

[Cattledog]

Yes, very strange. Would be very surprised if they could produce that many Model 3s in a month - it would be a huge jump in daily production rate. The production figures in a couple of weeks should give greater insight.

Hertz?

 

[FS_FRA]

Recovery Wednesday?

Spike Monday, Crash Tuesday, Recovery Wednesday - these are all new indicators I need to add to my portfolio.

 

[FS_FRA]

So no updated SEC filing yesterday.

https://www.nasdaq.com/market-activity/stocks/tsla/sec-filings

Continued dump today, or is some sanity going to prevail today?

 

[SebastianR]

So no updated SEC filing yesterday.

https://www.nasdaq.com/market-activity/stocks/tsla/sec-filings

Continued dump today, or is some sanity going to prevail today?

Technically, we will only know tomorrow. They have 2 days to file it. But may well be that only part of the shares were sold yesterday.

 

[elasalle]

Uncle Leo poll
Should I buy more Tesla
Yes
No

 

[Mich]

Any chance the type 4 filling comes in pre market?

 

[jerry33]

It's never a good idea to subsidize behavior that shouldn't be happening. Tesla is going to expand as rapidly as possible and build millions of EV's with or without the subsidies. The speed of their expansion is not limited by money but human resources and perhaps mineral and infrastructure resources. However, the subsidies constitute life support for automakers still cranking out ICE cars by the millions. The goal is to get rid of ICE cars, not extend them into the future as far as possible by keeping companies afloat that are no longer offering the things the market really wants at prices the market can afford. Anything that subsidizes legacy auto is going to extend the amount of time they can continue to sell ICE cars. We should not subsidize unwanted behavior. Sometimes bankruptcy is the best solution.

If only bankruptcy didn't come with an enormous bailout. Wishful thinking, I guess.

 

[elasalle]

He has occassionaly tweeted remarks that unsettle shareholders. Perhaps once in a while he wants to clear out the weak longs.

This is the “God is testing your faith “ - line of thought

I don’t think that’s the case

 

[JohnnyEnglish]

Hertz?

Unlikely as the constraint is Model 3 line production capacity. From the figures over the past few months the MIC 3 line seems to have a capacity of around 800 cars/day. There was a 1 week national holiday in October so 28.9k would be significantly more than 1k/day (assuming there was no significant inventory drawdown - improbable as there was significant drawdown in September as part of the end of quarter push). There have been some rumours of potential capacity increases but from memory this was around a 10-15% increase - to around 6000/week.

These wholesale figures give us a good indication (and it is a very positive indication) of trend but the production figures later this month will allow more precision.

 

[OrthoSurg]

Uncle Leo poll
Should I buy more Tesla
Yes
No

Hope it has some 175B tweet power effect

 

[Singuy]

Welp, there goes 1018 support. Guess we will have rip off the bandaid, fill the breakout gap and bounce from there.

 

[Drezil]

Uncle Leo poll
Should I buy more Tesla
Yes
No

where link? Want vote!

Make stonk go up much!



edit: at least stop the downfall at 1000 .... :/