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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Another very good analysis from The Limiting Factor:
Teslas path to 600 GWh cell consumption in 2025. Where a 50% CAGR is commented as "moderate". Key supply issues could be Ni beyond 22 and Li beyond 24. But we know how Tesla handles supplychain problems.
Teslas path to 600 GWh cell consumption in 2025. Where a 50% CAGR is commented as "moderate". Key supply issues could be Ni beyond 22 and Li beyond 24. But we know how Tesla handles supplychain problems.
Drumheller
Active Member
It would absolutely make my week if Elon tweeted that he placed his sell orders while he was sitting on a toilet, multitasking.
When TSLA is the VALUE stonk.
If I wanted to bet on 20% upside which I do (1100/1300 call spreads for Jan) uhh TSLA is a much better deal.
Funny to watch money flow from TSLA to LCID and RIVN to go back to TSLA at higher prices.
Because those idiots sold the shares low to me and I won't even sell it back to them. Suckers.
Artful Dodger
"Neko no me"
2025: CATL's 1200 GWh Planned Capacity // + Tesla Cell Supply Forecast · Uploaded by The Limiting Factor 2 hours ago
Electrek - 18 minutes ago: Tesla (TSLA) secures new 197 MWh Megapack order to go on its Autobidder AI platform
Excerpt:
Tesla (TSLA) has secured a new Megapack order for 197 MWh of capacity to deploy in the UK and use its Autobidder AI platform.
Megapack has quickly emerged as the leading battery system for large utility-scale energy storage systems.
It helped Tesla’s energy division accelerate storage deployment and the company has now built an impressive backlog of orders.
Excerpt:
Tesla (TSLA) has secured a new Megapack order for 197 MWh of capacity to deploy in the UK and use its Autobidder AI platform.
Megapack has quickly emerged as the leading battery system for large utility-scale energy storage systems.
It helped Tesla’s energy division accelerate storage deployment and the company has now built an impressive backlog of orders.
Last century: "Nobody ever got fired for buying IBM equipment"
This century: "Nobody ever got fired for buying Tesla equipment"
ZachF
Active Member
The fact that the largest car factory in the world is opening up in the USA and it will be making EVs should merit an appearance, in saner circumstances… but they’ll probably just pretend it doesn’t exist and flatter GM and Ford for “starting the EV revolution”. 
Last edited by a moderator:
You are right overall. But if you look at the tweet it was against a $10B handout to Bezos and his do nothing military aerospace contractors.
Is it safe to say 980 is the bernie bottom?
Share price decline done from Twitter polls, selling shares, yelling at old men who yell at clouds, etc?
Started taking more bullish positions today but wanting to take even more. Trying to think of any negative catalysts that would counteract expected good Q4 P/D.
Share price decline done from Twitter polls, selling shares, yelling at old men who yell at clouds, etc?
Started taking more bullish positions today but wanting to take even more. Trying to think of any negative catalysts that would counteract expected good Q4 P/D.
SunCatcher
Member
Join the club. I like to attribute these lessons to "The Cost of Higher Education".
FWIW, just noticed that a 10-month buy and write at $1100 yields a guaranteed 20% return (+ risk of TSLA SP being less).
Tesla pushes back on large discrimination award:
A Tuesday filing from Tesla requested a new trial for the case and also believed that the damages awarded to Diaz in the original case are unreasonable. “The jury award here, a staggering $136.9 million, simply cannot stand,” Tesla said in the filing, originally obtained by Bloomberg. “It is an award without precedent in US anti-discrimination law. It dwarfs awards in similar — and even in the most egregious — cases. And it bears no relationship to the actual evidence at trial.”
A Tuesday filing from Tesla requested a new trial for the case and also believed that the damages awarded to Diaz in the original case are unreasonable. “The jury award here, a staggering $136.9 million, simply cannot stand,” Tesla said in the filing, originally obtained by Bloomberg. “It is an award without precedent in US anti-discrimination law. It dwarfs awards in similar — and even in the most egregious — cases. And it bears no relationship to the actual evidence at trial.”
Is Elon done selling? I would say he’s close but I wouldn’t think it’s over until early next week. Then again, I haven’t been watching the last couple days.
RobDickinson
Active Member
MarketWatch - 7 minutes ago: Why is there no EV love for Ford and GM? Cathie Wood says 'they don't have the DNA for this brave new world' of electric cars
Excerpt:
Electric vehicle makers are all the rage in 2021 and General Motors (GM) and Ford Motor (F) have made tremendous strides in growing their EV businesses, but investment manager Cathie Wood says it may be too little, too late for those traditional car manufacturers.
Wood said that GM and Ford are seeing stellar stock performance this year, with investors giving them some credit for their attempts to shift from internal combustion engines, or ICE, to electric vehicles but the big challenge is EV manufacturing is not inherent to those companies.
"And the reason is they don't have the DNA for this brave new world," said Wood during an interview with MarketWatch sister publication Barron's in a Wednesday afternoon interview.
Wood said that Ford and GM "were born in the industrial, gas-powered age" and said that they have to make "one giant leap," to transforms their ICE focused businesses. Ford was founded in 1903 and GM was founded in 1908, but both have recently emerged with promising EV vehicles to compete with the likes of Tesla Inc. (TSLA).
Excerpt:
Electric vehicle makers are all the rage in 2021 and General Motors (GM) and Ford Motor (F) have made tremendous strides in growing their EV businesses, but investment manager Cathie Wood says it may be too little, too late for those traditional car manufacturers.
Wood said that GM and Ford are seeing stellar stock performance this year, with investors giving them some credit for their attempts to shift from internal combustion engines, or ICE, to electric vehicles but the big challenge is EV manufacturing is not inherent to those companies.
"And the reason is they don't have the DNA for this brave new world," said Wood during an interview with MarketWatch sister publication Barron's in a Wednesday afternoon interview.
Wood said that Ford and GM "were born in the industrial, gas-powered age" and said that they have to make "one giant leap," to transforms their ICE focused businesses. Ford was founded in 1903 and GM was founded in 1908, but both have recently emerged with promising EV vehicles to compete with the likes of Tesla Inc. (TSLA).
2daMoon
Mostly Harmless
Could that be my 3.5% daily target in sight once more?
I can't speak for anyone else, but I do enjoy owning a stonk providing these meager, yet, consistent returns.
I can't speak for anyone else, but I do enjoy owning a stonk providing these meager, yet, consistent returns.
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