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

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Nice re-rating of TSLA from Credit Suisse this morning:

“Tesla is a 1 of 1: we are hard-pressed to find a stock that checks all the boxes as Tesla does — attractive growth story (both top-line and EPS), disruption, decarbonization, etc. Accordingly, with robust fundamentals ahead and with the stock having been caught in the market decline, we believe the stock should recover. We upgrade to Outperform and maintain our $1,025 TP,” Dan Levy wrote in a note to clients.​


Cheers to the Longs!
 
Keep in mind we don't have actually have that much time on our clock to wait for the galaxy merger between Milky Way and Andromeda.


The Sun is gradually growing brighter and has been since it's formation. In about 600 million years, the current biosphere will not be able to function and most multi-cellular carbon-based life will be extinct. In about 1 billion years, the Sun will have boiled all the Earth's oceans off into space, causing total biological extinction of carbon-based life. The Sun itself will exhaust it's hydrogen resources in about 5 billion years and expand in a red giant, completely engulfing what will by then be a lifeless rock.

What I'm saying is, even if we don't cause our own extinction within a century by warming the Earth until it is uninhabitable by our species, we still need to discover FTL space travel, develop advanced terraforming, be able to engage in massive scale spaceship and space colony construction, and eventually if our species survives that long, completely abandon our homeworld in a few hundred million years. By that point humanity would likely have a very large star empire, and the loss of our homeworld would be little more than a historical artifact.

And IF our species survives that long, and has this level of technology, that would imply we can probably continue to perpetuate our existence indefinitely, in which case the Heat Death of the Universe comes into play in the far future of the Universe. From that, there is no escape for anything in our Universe.


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Or bring earth with us, in 'carry on' fashion: IMDB
 
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Reactions: Artful Dodger
IMO this isn't anyone recognizing that Tesla absolutely crushed their earnings and are set to crush their earnings every quarter for the next 8+ quarters. This is just simple, straightforward, sector rotation to EV (along with the overall rotation back into growth stocks):

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The only thing what this looks like is the drop post earnings was pre-determined to wash out the call buyers. Now it's time to wash out all the put buyers.

These gyrations are a bit much. I don’t know what it is, but the extremes aren’t because of EM on the earnings call, worries about the 25k car, lack of growth narrative, etc.

TSLA just has weird delayed responses and massive dips in between. Someone is making a lot from this.

My consolation for loading up on the dips, which adds some stress for leveraging further, is making whoever is doing this pay in cold, hard *cash*. Unfortunately, the impact is like a cricket chirping over the roar of a tsunami.

Almost forgot… making money is some consolation too.
 
These gyrations are a bit much. I don’t know what it is, but the extremes aren’t because of EM on the earnings call, worries about the 25k car, lack of growth narrative, etc.

TSLA just has weird delayed responses and massive dips in between. Someone is making a lot from this.

My consolation for loading up on the dips, which adds some stress for leveraging further, is making whoever is doing this pay in cold, hard *cash*.

Unfortunately, my impact is like the sound of a cricket chirping over the roar of an incoming tsunami.

Almost forgot… making money is some consolation too.
That's why a lot of TMC'ers just buy dips and play dead....we know the future and the inevitable is bound to happen when the uninformed finally realize that there is no better company positioned like Tesla.
 
IMO this isn't anyone recognizing that Tesla absolutely crushed their earnings and are set to crush their earnings every quarter for the next 8+ quarters. This is just simple, straightforward, sector rotation to EV (along with the overall rotation back into growth stocks):

View attachment 762532
All those players combined are tiny. This is, and has likely been, TSLA moving them IMO.

More precisely, the TSLA options market is moving TSLA and TSLA is moving NIO, RIVN, etc....

Strange times!
 
Sandy Munro estimated the cost of labor for assembling a $50K Model 3 at about $10K.

With Teslabot, that drops to about $1K in the medium term (3-4 yrs).

That takes COGS to about $24K and gross margin to about 52%

Excited yet?

You can tell Tesla has designed Optimus to build cars, right down to final panel gap inspection. For example, look at the fingertips chosen for Optimus, long, finely-tapered, wedge shaped fingertips made of a soft, non-marring rubber-like material. This avoids the need for Optimus to pick up a hard caliper to check consistency of panel gaps. Optimus can simply insert the end of his tapered fingertip into the panel gap and determine the gap by noting how deeply it allows his fingertip to penetrate. /s
 
Scare retail to death, swoop in and buy up all the shares. Enjoy the ride to $1500. These guys have a good plan!
They even made MeetKevin liquidate his whole portfolio at max fear. Now look at the rebound. There are memes all over internet about his paper hands with his pink hair. Didn’t end well for the YouTuber who wanted to be governor of California.