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

[Rarity]

Holland would have been a great choice as would the UK or Poland.

There's a good reason why Tesla is in Berlin. The company wants to build gigafactories of unprecedented scale (save perhaps River Rouge). These take tens of thousands of employees. Look at a list of cities in the EU and remember that labor mobility is basically nil in Europe, with Berlin being something of an odd exception. Basically, Berlin is the only place where Tesla could have built.

Tesla will never build another gigafactory in a Reno.

 

[Bouboule]

We shouldn't be too worried with final approval of Berlin or Austin, the date doesn't matter much. The S curve (Ramp) will not move to the right if the approval is delayed (given it's within a couple months). Everything going on inside the factory is what is important for the S curve. A month or two delay would only mean a couple hundred of cars difference for the year and the deliveries in the second half of the year should not be affected.

 

[Artful Dodger]

Does it still count as a rage purchase if I put in a limit order at 1025 and it freaking triggered?

Depends. Did you place the limit order on Monday, or today?

Cheers!

 

[betstarship]

https://twitter.com/x/status/1478832492345921536

 

[Curt Renz]

Tesla is still down more than twenty times what the NASDAQ is down.

The "glass is half full" point is that at the moment TSLA is net-up for the three-plus sessions this week, month and year.

 

[Question]

Had I sold a few more at the top instead of HODLing, maybe like 100 shares, I would have bought back most before this price, then watch it all drop anyway. Therefor, my lost opportunity short term was $100 gap x 100 chairs = +10K had I played this swing.

Or even better, you could have put 12k$ to black in local casino roulette, hit that black and buy 11 more shares of $TSLA.

 

[insaneoctane]

It's clear that dealership model is doomed. Cost structure of a car attached.

How easily can OEM's shift away from dealership model? Is there a reason why they are still stuck using it or is it just stupidity?

Interesting graphic, and I believe sharing profits with the dealer is a huge disadvantage to legacy auto.....I don't believe 16.5% of new vehicle costs go to dealers though, that seems way too high IMO. Anyone here have any experience to comment?

 

[mrmage]

Bought lots of Jan2023 1600c LEAPs for 119 (@SP ~1038). Spreads would have been better, but I'll convert or sell in a week to 9 months depending on how SP goes.

This is July 2021 all over again. Thank you market makers, for the time to buy more after getting the P&D numbers.

My available portfolio margin has dropped by 27% (@ SP 1038) from its high earlier this week (SP ~1200). This isn't bad at all considering the dip.

 

[CaliBear1]

Depends. Did you place the limit order on Monday, or today?

Cheers!

Ha. Today! So you’re ready to represent me.

Depends. Did you place the limit order on Monday, or today?

Cheers!

Today! So you will represent me?

It was a modest order to round up this account, so perhaps you can cut me a misdemeanor deal.

Cheers to the HODLers!

 

[Gigapress]

A lot of TSLA noobs are losing a lot of money panic selling. MMs are laughing their asses off.

I hear that a lot of people who procrastinated on buying LEAPs earlier this week are pretty happy about this discount...

 

[Artful Dodger]

Didn’t they do all this crap to Apple back in the day? Someday maybe they won’t be able to manipulate this company so much.

I don't follow APPL. My first and only stock on U.S. Markets is TSLA. Based on what I've learned these last 4 years, that will not change anytime soon.

Options Market Makers are cheating. They are ALLOWED to sell naked short shares in unlimited quanities w/o consequences (via SEC Reg SHO, Rule 201, a.k.a. the "Madoff Exemption").

This violates the law of supply and demand. When they sell a share short, there should be one less share available to short in the future. Instead, they have an endless pool of imaginary, counterfeit shares they can sell to the unwary, and the unaware (usually their own retail customers).

We saw this all week. Do you really think over 12% of all TSLA shares in existance traded down almost $200 in just 2 days because "10-yr bonds hit 1.7%", or just maybe the game is rigged?

I was supportive of Elon taking Tesla private back in 2018, even though (as a Canadian) that might have ended my ownership opportunity. I still think Elon should split the shares and hit the cheating Market Makers where it hurts. But hey, that's just me. I hate bullys, and have an overdeveloped sense of fairplay.

Still, its more important that we get Austin and Berlin up and running, that Shanghai build the Model 2 plant, and that Cybertruck and Semi start to put a dent in the dirty heavy diesel truck market. THAT is why Tesla is so important, not to get rich. I really don't need more money, but I'd REALLY like our climate to remain livable.

And that's why I fight.

Cheers!

P.S. Right back to the 50-day Moving Avg at 11:15 ET

 

[SOULPEDL]

Or even better, you could have put 12k$ to black in local casino roulette, hit that black and buy 11 more shares of $TSLA.

Recalls losing college pell grant playing the black over and over while it landed on red every time. Must have been 10-15 reds in a row. I have hated casino's ever since college. If I show up in one, I throw down one bill, lose it all, leave pissed off... again. This reinforces this behavior. Lose, then go home. It's a good reminder.

 

[PeterJA]

This 1030 level is some support but will not hold

Looks like your next 9 predictions need to be right, because you used up your 1 wrong one.

 

[dw4ngg]

I don't follow APPL. My first and only stock on U.S. Markets is TSLA. Based on what I've learned these last 4 years, that will not change anytime soon.

Options Market Makers are cheating. They are ALLOWED to sell naked short shares in unlimited quanities w/o consequences (via SEC Reg SHO, Rule 201, a.k.a. the "Madoff Exemption").

This violates the law of supply and demand. When they sell a share short, there should be one less share available to short in the future. Instead, they have an endless pool of imaginary, conterfeit shares they can sell to the unwary, and the unaware (usually their own customers).

We saw this all week. Do you really think over 12% of all TSLA shares traded down almost $200 in 2 days because 10-yr bonds hit 1.7%, or just maybe the game rigged?

I was supportive of Elon taking Tesla private back in 2018, even though (as a Canadian) that might have ended my ownership opportunity. I still think Elon should split the shares and hit the cheating Market Makers where it hurts. But hey, that's just me. I hate bullys, and have an overdeveloped sense of fairplay.

Still, it more important that we get Austin and Berlin up and running, that Shanghai build the Model 2 plant, and that Cybertruck and Semi start to put a dent in the heavy, dirty diesel market. THAT is why Tesla is so important, not to get rich. I really don't need more money, but I'd REALLY like our climate to remain livable.

And that's why I fight.

Cheers!

P.S. Right back to the 50-day Moving Avg at 11:15 ET

View attachment 752644

Next stop: 10-day MA

 

[growler23]

Simply, it will not. The rapid acceleration in the number of EV's and the ten year lifespan of the vehicle.
Because of the growth in demand for such material the "portion" will stay very low for many years. At a minimum 10, probably closer to 25 years.
However the actual amount will increase steadily over the next 20-30 years.

I am honestly curious about one aspect of this. I understand that if EV's ramp as expected, the increasing slope of that ramp means used EV battery recycling will be a small portion of the materials used until the ramp slows.
However, we have a massive largely untapped source of battery source material: cell phone and laptop batteries. Yes, they are smaller by a LOT. But we have literally hundreds of millions of them and they are being replaced every few years - meaning a few hundred million more entering the recycle stream. Has anyone done in-depth estimates on how much they might contribute to the raw materials stream for EV batteries? If yes, can you post a link?

 

[tivoboy]

Looks like your next 9 predictions need to be right, because you used up your 1 wrong one.

I don’t measure predictions in minutes or even hours…I’m a swing trader, not a day, hour or minute trader.

I’d also add, I can’t just apply my 9/1 ratio to ONLY TSLA.. I’ve made now 22 trades between 12/18 and today, all 22 in the green paying between 5%-275%, so TECHNICALLY I have at least TWO to give up on and still hold my averages. ;-)

 

[lafrisbee]

just a side note.
I think it was 2 yrs ago that Elon Said somethign along the lines that an Engineering Department was being established in China. I can't remember if he said it was to design the "model 2" or the TSLA Colony figured that was going to be the project...
But if that was the case... This is an eternity in Elon/ant time. Look at the Teslabot shenanigans. Most say there will be a working model at the end of this year.
So an EV, like that thing with four wheels and an electric motor...yeah?
The design phase should have been completed almost a year ago. It seems there should be a big box going up somewhere in SHanghai by now.
And when Elon speaks at the Earnings call?

Another Positive.

 

[Canute]

Bought my first Tesla in 2013 in and started buying TSLA in 2014. Followed this forum since then. Sold a few TSLA when the Covid hit in March 2020 (A mistake - but I learned from that) and some stocks later to pay down the loan on our house and to have some pocket money. Still have a lot of TSLA. My most expensive buy until today was around 600 last summer. Anyway, today I had enough of this MM´s - and couldn´t resist buying some more at 1031! Anyway thanks a lot for all the excellent posts on this forum that have made me able to HODL during all these years

 

[Nocturnal]

just a side note.
I think it was 2 yrs ago that Elon Said somethign along the lines that an Engineering Department was being established in China. I can't remember if he said it was to design the "model 2" or the TSLA Colony figured that was going to be the project...
But if that was the case... This is an eternity in Elon/ant time. Look at the Teslabot shenanigans. Most say there will be a working model at the end of this year.
So an EV, like that thing with four wheels and an electric motor...yeah?
The design phase should have been completed almost a year ago. It seems there should be a big box going up somewhere in SHanghai by now.
And when Elon speaks at the Earnings call?

Another Positive.

He said something about wanting to build a car designed in China. I can't recall if he specified for the local market or local and export.

 

[redan]

Interrupting the SP drama with a pretty good Tech Insider look at the basis for MY's 5-star crash test rating. All things being equal, I know what car I want my family riding in:

https://twitter.com/x/status/1478842905963999241