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

[Artful Dodger]

Rob Maurer clarified some of this in his latest YT video:

His take is that it is a new "model line", not a "new model" line, and likely not a "Model 2" line either.

Yah. Blame the originator of the tweet, who must have just found out about this story (which was published in this Reuters article on Nov 26, 2021):

Tesla to invest $188 mln to expand Shanghai factory capacity -Beijing Daily

Then Electrik and Joey Bafune needed to bait some clicks write some copy, soo...

Cheers!

 

[lafrisbee]

Here's a short and informative piece from Chicken Genius regarding the muted impact of Inflation going forward.

yeeeah...expect an edit on the symbol for the bread... an ant even went WTF.

 

[canoemore]

this is demoralizing

 

[Krugerrand]

This is a practice Tesla investors should never participate in because that make us all hypocrites.

No it doesn’t. It makes the people doing it hypocrites. It’s got nothing to do with me or you or even @Unpilot, whom we can arguably blame just about everything on.

 

[Unpilot]

Point me to your flower bed.

Sure ...you can join the last three that tried.

 

[BornToFly]

So we had Fed report spooking the market Wednesday. Terrible job's report today. Is there anything to be aware of coming out next week to tank the markets, or can we start climbing again on Monday?

 

[SOULPEDL]

They have been delivering 6 seat Model Xs for a while now. I don't know how many but they are out there.

6 seats? That's a demand issue - more occupants per vehicle. They should focus on the 2 seaters.

 

[nativewolf]

So we had Fed report spooking the market Wednesday. Terrible job's report today. Is there anything to be aware of coming out next week to tank the markets, or can we start climbing again on Monday?

Cats in my flower bed ?

 

[SOULPEDL]

So we had Fed report spooking the market Wednesday. Terrible job's report today. Is there anything to be aware of coming out next week to tank the markets, or can we start climbing again on Monday?

Ya, how about the 10 yr yield about to crack 1.8%. That thing's a headwind.

 

[Curt Renz]

InsideEVs - this morning:

Tesla Installs First Megachargers At Frito-Lay In California
Tesla Semi deliveries to PepsiCo are now expected before the end of this month.

Two Tesla Semis Spotted At Giga Nevada
Yesterday, Tesla supporter Sawyer Merritt shared a few new photos that present two Tesla Semi vehicles, described as brand new.

 

[tivoboy]

So we had Fed report spooking the market Wednesday. Terrible job's report today. Is there anything to be aware of coming out next week to tank the markets, or can we start climbing again on Monday?

Preliminary CPI

 

[bkp_duke]

Ya, how about the 10 yr yield about to crack 1.8%. That thing's a headwind.

Which is interesting, b/c for a 2019-2021 it was above that level most of the time. I guess it's just the latest arbitrary "line in the sand" that has been derived.

 

[Artful Dodger]

this is demoralizing

Try, try, try again.

Cheers!

 

[SOULPEDL]

I have a buy in for 10 at 1030. Shoulda placed earlier, but something tells me this could still hit. I HOPE IT DOESN'T.
Debated a cheap call, chickened out when I saw the yield etc... TSLA gets a beating all the way into the EC I think.

 

[UkNorthampton]

Confirmation that Tesla's all-electric strategy is the only way. Arguing against EVs will be yet harder. More people will see EV benefits. Outcome, more Tesla demand.

Stellantis cuts electric MPV prices as combustion variants axed | Autocar

Prices were adjusted after manufacturers axed their internal combustion MPV models

www.autocar.co.uk

Stellantis has removed all combustion versions of its small van-based MPVs from sale in most of Europe in an effort to speed up the group’s move to all-electric power.

The decision to continue with only electric versions of these vehicles was announced in separate statements by Citroën, Peugeot and Opel/Vauxhall – which sell the technically idential Berlingo, Partner and Combo MPVs respectively.

 

[Nocturnal]

Would not mention the tunnel just yet. Some logistics need to be worked out.

Oh look, it's a Tesla traffic jam in Las Vegas' Boring Company tunnel

Maybe if the cars ran on a more regular schedule? And were linked together, somehow?

mashable.com

Nah, it's just FUD. Any system can see slowdowns if demand spikes. They need to get off their behinds and build those 8 person trams based on the model 3 though.

 

[Accident]

I laughed at a comment on reddit that said we could see the US10Y yield hit 1.8% today. Well, it's at 1.799 now.

 

[SOULPEDL]

Which is interesting, b/c for a 2019-2021 it was above that level most of the time. I guess it's just the latest arbitrary "line in the sand" that has been derived.

Most of the time? Not what I see. The 10 yr touched it earlier last year, then a full 2 yrs ago we were higher.

 

[Curt Renz]

Gary Black's Future Fund livestream podcast on YouTube beginning at Noon EST.
2022 $TSLA Outlook: EV Adoption Soaring, Capacity Doubling, Setup Similar to 2020

 

[jkirkwood001]

I'd love to trade options because that seems like that's where the SERIOUS money is...but I don't for this very reason. If the market were logical, I'd make a killing. But clearly the market moves in mysterious ways, often due to reasons out of anyone's control, and often completely contrary to common sense. This irritates me, so I avoid options trading. It makes me a HODLer which limits my gains, but I probably sleep a little bit better at night.

I like to think the stock market is, more or less

⅓ fundamentals (revenue, cash flow, strategic leadership, etc.)
⅓ luck (good or bad, paradigm shift, black swan, interest rates, "wait - who got hit by a bus?!?", etc.)
⅓ emotion ("I have a feeling the stock is going to 1,400, and I'm pretty good at these things" )

Even if we could accurately and consistently predict two of these, we'd still get it wrong much of the time, especially in the short term!

HODL.