Sorry, I was going to respond to your post earlier and never did, but I didn't notice your quote was still cached when I responded to @TSLA_Hopeful.What are you even talking about?
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Sorry, I was going to respond to your post earlier and never did, but I didn't notice your quote was still cached when I responded to @TSLA_Hopeful.What are you even talking about?
What is different about Optimus is, it doesn't require a deep partnership with a competitor.One thing that I don't see being discussed concerning FSD. We're looking at this as how it impacts the sales of Tesla vehicles, the ability to use Tesla vehicles as robotaxis or "mass transit" vehicles. Goes a lot further. All that technology can be sold to other companies as an entirely new revenue stream. Tesla doesn't currently manufacture a delivery van-but how about a fully autonomous van, "powered" by Tesla FSD, from GM, Ford or Ram? While were at it, think about throwing in an Optimus to load and deliver packages. Maybe Tesla AI operating trains-AI that doesn't get tired, distracted or drink on the job. Simple compared to the randomness and chaos of our roads. Sell FSD to Proterra, Bluebird or Thomas for autonomous busses.
My vote is for tiger woods as the most sport transformative of all time. So let's go with "Tiger Musk."Elon Gretzky. (BTW, Gretzky was a better hockey player than Jordan was a basketball player - probably only Babe Ruth in the last 100 years transformed his sport more).
Elon > Babe.
Yea but what was AMZN’s mkt cap in 2016? Prob way less than 900B. Not saying I disagree. But just looking at share price is misleading.
Break it down Rob! Saying what needs to be said.
I agree, though the supply chain issue isn't a huge problem as Tesla guided 50%+ for 2022 AND they see it easing for 2023. Prior to Elon mentioning this, people thought 2022 will be an under 50% year but it's not the case.Something I read on twitter made me think:
There are 3 possible reasons for the earnings reaction (in terms of what analysts heard)
- No new models in 2022
- Lingering supply chain issues
- Focus shifting away from EV
Based on all EV stocks selling off in tandem with TSLA I think the biggest reason was the supply chain, since that is the only one that would negatively affect the competition. The other two would actually help the competition.
Ok so if supply chain is the worry… well Apple mentioned on their call today that they see improvement with the supply chain issues already. Apple has a lot of credibility.
Based on all this, it seems like the fear should ease a bit and the buying can start.
On the flip side, the decline in those stocks could just be purely macro.
Thoughts?
Today made no sense.
I cannot for one moment be convinced by ANYONE that this price action was sensible, especially against a macro backdrop which wasn't a disaster.
This was absolutely, 100% against reason. Literally doesn't make ANY logical sense at all. Vulcans would be going nuts right now.
4680s are real and coming soon, record everything, huge outlook. Even a price target hike today. This almost feels like Wall Street is doing something contradictory and coordinated to scare retails out of shares. Maybe there's another big leg up coming?
I remember an earnings call a year or two ago where there was a big non macro-related TSLA drop despite nothing but good news coming out of the call. It was 100% against logic for a few days, then once the hoes in Wall Street repositioned themselves, we were off to the races.
I can only believe that's what is happening here. Is *EVERYONE* really this stupid? I mean really?
It was blatantly a bear raid. Selling all the other EV stocks off was part of the attack on TSLA share price. Too bad the S Elon's C is too busy policing Elon's tweets to do their actual jobs and ensure markets are not manipulated by bad actors.Something I read on twitter made me think:
There are 3 possible reasons for the earnings reaction (in terms of what analysts heard)
- No new models in 2022
- Lingering supply chain issues
- Focus shifting away from EV
Based on all EV stocks selling off in tandem with TSLA I think the biggest reason was the supply chain, since that is the only one that would negatively affect the competition. The other two would actually help the competition.
Ok so if supply chain is the worry… well Apple mentioned on their call today that they see improvement with the supply chain issues already. Apple has a lot of credibility.
Based on all this, it seems like the fear should ease a bit and the buying can start.
On the flip side, the decline in those stocks could just be purely macro.
Thoughts?
Elon: “Maybe Optimus will have a cat girl version …”
The Cybertruck was not unveiled and available for ordering until 2019. People did reserve multiple Cybertrucks hoping to lock in the $7K FSD price. But each reservation only cost $100. Probably a good investment if Tesla honors the $7K FSD price.What do you think of that as an investment? Perhaps they should have spent that money on TSLA instead. $80k in TSLA stock in 2015 would be, well more than enough to buy a fleet of Plaids with FSD to serve a small town.
It was bad advice then and still is now. And when it was pointed out in 2015, 2016, 2018, 2019 the people pointing it out were laughed at, or worse.
Retirement money?I could have sworn that when I left that the SP started with a "9"
They say that something or another is the first thing to go as we age, but I can't remember what it was.
That is why i ordered multiple Cybertruck, to lock-in price of FSD. I remember that they said on the order page that price of FSD would be honoured.The Cybertruck was not unveiled and available for ordering until 2019. People did reserve multiple Cybertrucks hoping to lock in the $7K FSD price. But each reservation only cost $100. Probably a good investment if Tesla honors the $7K FSD price.
I wrote a critical post yesterday regarding my disdain for Elon speaking at the ER (and the carnage that ensued) and a desire for him to not do that again in future.
Not unexpectedly it received may downvotes and some ridicule.
The ridicule was centered on the last part of my post related to the fact that I trade options to generate some income, and many were suggestions that if I don't like it, I should sell and go away.
No one bothered to engage with the actual comment I was making.
I've slept on it.
And I stand firm by my comment: Elon should be banned from talking at ERs - Zach should do all the talking.
Product road-maps, etc. should be given alternative platform where Elon can talk. He does so anyways on Twitter to his 71M followers, podcasts, interviews etc.
To be clear: I am 100% all-in on TSLA. It is the only stock I own and, apart from my home, my only asset.
My ASP is in the $170 region and I've never sold a share - I would suggest that this qualifies me as a HODLer, especially in the eyes of the "if you don't like it, sell" crowd here.
I have a full-time job, a family with two kids, and I trade options on TSLA to generate additional income. I use a part of this income to add to my TSLA position. I always make bullish trades - means, I am bullish on TSLA and attempt to profit from those that are not. If anyone cares, you can head over to the other thread and see my posts there - I'm not a high-risk trader.
In the days leading up to ER, the close we got, the number of you here - and many of the long-term, high frequency posters included - were posting (humorous?) comments about being afraid of what would happen if Elon said the wrong thing during the ER.
And then he goes and does just that - and a critical post on just the carnage that that caused is shot down by the very same posters.
I really think many of us who are on TMC a lot forget that we are in this hyper-informed, hyper-concentrated microcosmos of Tesla / TSLA. The amount of information (good and bad) that is disseminated here is staggering. It is far beyond what 99% of TSLA investors have access to. It provides outstanding levels of depth and insight, and a truly 4D-chess level of differing views and opinions. Some of you have been HODL'ing since IPO (or before?), some of you worked in meaningful positions at TSLA, some of you have had very long lives with impressive experience which you share here, the very large majority of us are fanbois of Elon, Tesla, SpaceX etc (myself included), and we all believe that this is the single greatest company of our times and the investment of a life-time. I do not believe Elon is responsible for generating or losing my income. That is on me.
A generational investment. I buy TSLA for the benefit of my kids.
I stand by my opinion that for 99% of investors out there, the TMC microcosmos of information does NOT inform their decision making.
Institutionals, analysts, etc. base the majority of their opinion on dry numbers presented in ERs etc. , and the media (which as we all agree is predominantly biased against Tesla - and let's not talk politics) provides the color to the mass of TSLA investors. We are not the mass.
As such, when Elon comes on an ER call - which ostensibly has the purpose of periodically informing shareholders on Tesla's financial performance along with income statement, cash flow statement, and balance sheets, usually comparing QoQ or YoY, and providing an outlook for the next period - and talks over the topic on hand, everyone on TMC goes nuts, because this is exactly the information we like to receive, we need to hear, it confirms our bull-cases and opinions.
It does not translate well to the actual audience of the ER call. It does not translate well to 99% of investors that consume this information through the media.
The result is that the consumers of this media read: Robots!?, FSD, no Cybertruck, no cheap Tesla, production is hard, supply chain issues. And we experience carnage the day after ER, over 10% down, uptick-rule triggered. Yes, a lot of this is macro and algos (that feed off of the ER and media - 100% not off of posts on TMC), short-sellers, market-makers, bears, hedge-funds, etc. But at the end of the day, there are more sellers than buyers and so the SP is obliterated. Folks that are new shareholders in TSLA see their holdings in negative territory.
These consumers of media do not read: $2.8BN cash flow, 50% YoY growth, $2.87 EPS (if you back out the one-times), over 50% growth projections, the highest margin of all automakers, an unbelievable average cost of production per car, no more cell constraints, two other GigaFactories opening soon - I could go on, but all of you know this better than I do.
So, allow me - and those that did not downvote or ridicule my post - an angry opinion on what was a disastrous earnings call, if measured by the purpose of an earnings call. A call that should have been run by Zach and focussed on the stellar results and the stellar outlook, and should have provided honest, market-calming answers to the questions posed. By shareholders.
The market does not get Robotaxis, FSD, Optimus sub-prime. The market does not want vaporware. The market wants to see in the dry boring numbers a reasonable, plausible way to calculate the projected 50% YoY growth that was presented, based on tangible goods and services they can see Tesla selling today.
Bombs away. I don't care.
You speak the truth.
I found Elons vision exciting.. but I cingred when he spoke at the ER.
Focus on ER cant be on stuff that market does not believe in or think is possible. That is a reciept for disaster (short term)..
It would have been enough to explain why focus had to be on volume production of their current models.
Was very nice to hear tha 50%+ growth this year will be easy, - just based on two factories, and news factories would be announced later this year.
Thats it..
FSD and Optimus? Do separate reveals when these are a fact.
Market has little to no imagination and vision. Elon has vision, and I get his vision - it even blows my mind. Market - which struggle to understand exponential growth does not..