I don't think the market would have preferred Brainard over Powell. This simply looks like a good old fashion profit taking before a long weekend. Friday is open half day but really not much trading is going to be done that day. After a sharp rally in the morning, I wasn't surprised to see it pulling back at all.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Krugerrand
Meow
I can get on board with education. You’re still going to have to deal with the segment of the population who doesn’t want to learn. It’s a pretty substantial chunk last I checked.
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There was a LOT of silly upside call buying at the open and it really pulled up everything like crazy. There was a huge opportunity to sell into it at the highs (mostly high flying nasdaq names and some other mega large cap) so I did just that and sold some additional calls against positions. I really think this move on TSLA was just caught up In it, and well there was a large block of increasing sales to pull the price down fast. Could have been another puppet master sell order or just profit taking early in the short holiday week.
lafrisbee
Active Member
Anyone with an ant mind has a huge problem with the Manufacturers selling the cars to dealers at a price where the dealers can harvest the profit due to demand.
I wonder why the manufacturer has not raised their prices so they can get the additional profit. It makes no sense.
RobDickinson
Active Member
TSLAQ - Shanghai cant sell cars storing in car park!
This headline expresses way more certainty than the article which seems to only state this as justification:
"Experts believe, though, that the plant could start operating as soon as December or early January at the latest."
They do not cite any of these supposed experts.
RobDickinson
Active Member
There are sill other permits required etc and some tesla yet to file final application for.
Im sure this will be done before the end of the year but its not that clear cut.
Im sure this will be done before the end of the year but its not that clear cut.
DragonWatch
Small FootPrint
Forward Observing
Q: Is there not the possibly of too many at Shanghai as Berlin picks up? Just asking. Unless pickup slack by Berlin factory.
Q: comment earlier or article VW vs Tesla battle in Europe. From my experience, after living in Germany for nine years ~ Ford and GMC will find themselves on the outside looking in. Just sayin. Friends with shoes on the ground May see things differently today, thirty years later.
Q: Is there not the possibly of too many at Shanghai as Berlin picks up? Just asking. Unless pickup slack by Berlin factory.
Q: comment earlier or article VW vs Tesla battle in Europe. From my experience, after living in Germany for nine years ~ Ford and GMC will find themselves on the outside looking in. Just sayin. Friends with shoes on the ground May see things differently today, thirty years later.
bkp_duke
Well-Known Member
PLENTY of countries to start shipping to that Tesla has not yet serviced, or is under servicing.
RobDickinson
Active Member
Q1 - No? EU will eat as many Tesla as they can ship, people are waiting for cars, the model Y hasnt even been shipping to the Uk or open for orders in Australia/NZ etc.
Q2 - Ford have plants in EU/UK and have local models, but dont do amazing, they will be building something on the MEB platform soon. GMC have basically abandoned EU and sold VX/Open already.
It's the power the of the dealer
OK, I changed my views on the need for training or a cert for 1,000 HP Performance vehicles. Good input by all, thanks. Just prevent the user from doing something stupid in the first place in software. They could improve on the Track Mode Performance hand-off as some have suggested.
We've seen evidence on how the car prevented a user from driving off an embankment into the lake (a specific case shared by Tesla about a year ago). It's got a ways to go, but FSD and vehicle safety features like lane adjustments or braking are really one in the same, just the dividing lines have shifted several times between Autopilot or Enhanced vs standard safety features.
So if/when standard features allow you to go crazy with ultimate self-correcting software, that's the ideal mix of good safe fun. The robot must keep the human alive is the directive. Web training would be inefficient and might address some knowledge gaps but none of the skills or behavior issues. A software simulation could help for those wanting to prepare more, or take Dojo magic and make a fully immersive Tesla driving game in car (oh wait...). Made an arcade game, complete with Tesla stalk controls, no brakes of course - only single pedal driving. Hmmm... that's happening somewhere I'm sure.
But FSD needs to accelerate IMO to head off this risk. Going from 200 HP to 1,000+ represents an unprecedented gap in the adoption of anything mass scale. Simultaneously, cost of entry has dropped significantly. Afterall, 25 mph was high speed at one time, so bumpers and seatbelts arrived (eventually, in the Tucker cars as I understand it). But cars didn't go from 25 mph to 100 mph overnight, the public worked up to the higher speeds gradually. Like legalizing weed - "Be careful, it's a bit stronger now."
Also mentioned, if Tesla were to bring up safety training, it could be ammo for FUD. I think they'd win some and lose some support, but the shorts would love it. Consider that some people don't know what 1,000 HP is when compared to their own vehicle - all the while looking like a sedan that they can suddenly afford. So far t seems manageable, fingers crossed.
As for the Tycan or Lucid, I don't think they'll be able to head this off with vehicle software consider they're so late to market entry, but there shouldn't be very many of those in the future that I see. Maybe NTSB can recommend a warning sticker for them.
So if/when standard features allow you to go crazy with ultimate self-correcting software, that's the ideal mix of good safe fun. The robot must keep the human alive is the directive. Web training would be inefficient and might address some knowledge gaps but none of the skills or behavior issues. A software simulation could help for those wanting to prepare more, or take Dojo magic and make a fully immersive Tesla driving game in car (oh wait...). Made an arcade game, complete with Tesla stalk controls, no brakes of course - only single pedal driving. Hmmm... that's happening somewhere I'm sure.
But FSD needs to accelerate IMO to head off this risk. Going from 200 HP to 1,000+ represents an unprecedented gap in the adoption of anything mass scale. Simultaneously, cost of entry has dropped significantly. Afterall, 25 mph was high speed at one time, so bumpers and seatbelts arrived (eventually, in the Tucker cars as I understand it). But cars didn't go from 25 mph to 100 mph overnight, the public worked up to the higher speeds gradually. Like legalizing weed - "Be careful, it's a bit stronger now."
Also mentioned, if Tesla were to bring up safety training, it could be ammo for FUD. I think they'd win some and lose some support, but the shorts would love it. Consider that some people don't know what 1,000 HP is when compared to their own vehicle - all the while looking like a sedan that they can suddenly afford. So far t seems manageable, fingers crossed.
As for the Tycan or Lucid, I don't think they'll be able to head this off with vehicle software consider they're so late to market entry, but there shouldn't be very many of those in the future that I see. Maybe NTSB can recommend a warning sticker for them.
That funky dip this morning allowed me to make up for an ill planned CC. I missed bottom by about a minute.
Looks like the market is going to go the route of sell off before Dec to invoke a stronger Dec/Xmas rally. Rather surprised TSLA had held up as well as it did. Even Apple went from being up 3% to almost flat on the day.
HG Wells
Martian Embassy
lafrisbee
Active Member
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