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

[Boomer19]

While this thread doesn't have the audience of Twitter, I think it's safe to assume it is widely known and all of the major players have eyes here. I wouldn't post anything here that you aren't comfortable sharing with the entire world.

agreed.


and i make no apologies for what i said
i don’t wish them harm, of course.

but i don’t think we should grant these people much of an audience either. they don’t seem to know their asses from their elbows. and the avg joe shouldn’t look to them for ‘advice’ or signaling

 

[thesmokingman]

A friend wants to recoup losses on short term sold puts.

Anyone looking to hire a pool boy?

Check behind the Wendy's?

 

[Tyler34]

"What's there to be happy about? Job's not finished..." --KB24

RIP.

 

[M|S|M MYP]

"What's there to be happy about? Job's not finished..." --KB24

I like this one: "I can't relate to lazy people. We don't speak the same language. I don't understand you. I don't want to understand you."

Those that jumped into $TSLA looking to make a quick $$ that have panic sold are the exact lazy ones that don't do their homework and understand what is coming real soon!!

 

[Zextraterrestrial]

I think a real investor, in it for the long haul. Can’t wait to see what happens Thurs after wed shareholder meeting and Q4 report

curious what 2M guidance for '22 would do? Is that not expected...I kinda expect it
would 1.8 be 'helpful' or is forward guidance above expectation not mean anything in general?

 

[StarFoxisDown!]

So you say that this time it is different? Only old geezers think, that we will always have regression to the mean, as has been since written stock history?

Disclaimer; I’m old geezer.

I think again, for this market to be overvalued and for all of those charts/metrics (which are not actual data charts btw, they're charts trying to forecast a return to average) you would need for tech earnings to not only stagnate but actually drop. Just remember that once technology is implemented into a consumer life and especially a business process, it virtually impossible to un-sync them. Tech revenues are that sticky. Then add in the fact that tech's costs of running operations aren't hit by inflation and tech's products are inherently deflationary.....what you have is revenue and earnings that will continue on it's trend/pace for many, many years.

I would suggest looking through data/metrics of the S&P WITHOUT including tech earnings. If you do that, then all of those charts you posted would be skewed back to historical averages.

 

[generalenthu]

This is very good information. Are you spreadsheeting this or is their an easy way to monitor this? I suspect a coiling of the spring

its public here. https://tsla-oi.s3.amazonaws.com/index.html

 

[OrthoSurg]

at the worst possible time ever.

 

[Lessmog]

When the band plugs in, but then you'll be covering your ears.

View attachment 759504

Brings to mind an anecdote I heard yesterday from a relative:

An elderly man goes to a clinic and seeks care for a partial loss of hearing. The nurse picks out the earplugs he put in months earlier when accompanying a grandchild to a rock concert.

 

[Matias]

I think again, for this market to be overvalued and for all of those charts/metrics (which are not actual data charts btw, they're charts trying to forecast a return to average) you would need for tech earnings to not only stagnate but actually drop. Just remember that once technology is implemented into a consumer life and especially a business process, it virtually impossible to un-sync them. Tech revenues are that sticky. Then add in the fact that tech's costs of running operations aren't hit by inflation and tech's products are inherently deflationary.....what you have is revenue and earnings that will continue on it's trend/pace for many, many years.

I would suggest looking through data/metrics of the S&P WITHOUT including tech earnings. If you do that, then all of those charts you posted would be skewed back to historical averages.

Thank you for your answer.

I think I read exactly the same during the dot.com bubble

Time will tell.

 

[StarFoxisDown!]

Thank you for your answer. Time will tell.

I think read exactly the same during the dot.com bubble

Just a friendly suggestion, take the time to go back to 1999/2000 and look at the earnings at that time, the ratio of stocks trading that had earnings and didn't, the quality of earnings, etc..........and then compare to today. I think when you do that for yourself, you'll see what the differences are

Btw, I absolutely agree that there was a tremendous amount of froth and speculative positions in the market, the meme stocks, crypto etc.....that did have characteristics of the dot.com bust. The difference is the fundamentals of the actual market. The froth/speculation in the market over the past year was a tiny % compared to what it was in the dot.com era. Many of the high P/E stocks or stocks with no earnings at all haven't been crashing just over the past 2 weeks. They were crashing all throughout 2021.

 

[Right_Said_Fred]

So you say that this time it is different? Only old geezers think, that we will always have regression to the mean, as has been since written stock history?

Disclaimer; I’m old geezer.

What is the mean? Maybe we have already regressed back to the mean, with TSLA 30% down since ATH a few months ago.

 

[Matias]

What is the mean? Maybe we are already back to the mean, with TSLA 30% down since ATH a few months ago.

I’m talking about the market as whole

 

[Motor Mouth]

What is the mean? Maybe we are already back to the mean, with TSLA 30% down since ATH a few months ago.

"At eighteen our convictions are hills from which we look; at forty-five they are caves in which we hide." Fitzgerald

 

[Drumheller]

curious what 2M guidance for '22 would do? Is that not expected

I'm anticipating a guidance of 1.5M for 2022.

 

[Cherry Wine]

I'm anticipating a guidance of 1.5M for 2022.

I think we'll get the same old "average 50% growth" spiel without a specific number.

 

[viridi]

Simply incredible manipulation today. Macros helping to cover it up a bit, but it is there on steroids. The selling that has happened the few times TSLA has crossed $900 has been epic. Other round #s have been also fought hard - happening right now at $890. The spoofing can be seen when simply watching the Level II trading screen. In addition, as others have pointed out, TSLA had that magic bounce just short of the 10% decline that would have hampered the shorts. The SEC should take notice and then take action, but it won't.

 

[Cherry Wine]

Wow.

https://twitter.com/x/status/1485684902930509826

 

[Artful Dodger]

Tesla Giga Texas 23 January 2022 New Cybertruck prototype inside General Assembly (upscaled to 4K)

 

[Marc_K_inNJ]

at the worst possible time ever.View attachment 759563

Yep, the banks are in on this also…