Elon seems to want to settle this union question once and for all.
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If you have been reading Papafox's Daily TSLA Trading Charts it won't surprise you to learn that sustained TSLA short selling has now reached its highest level in my dataset (-Jan 31, 2020 or 25 mths of FINRA data):
View attachment 776453
2nd Column above is the 4-day moving average of short-sales as a percentage of daily TSLA volume. The two next highest periods of sustained short-selling were in March and April of 2020 (during the Fremont plant shutdown for Covid)
What's triggering all this shorting? Is it the war, or is it them imminent opening of Giga Berlin? Paging @Papafox for your report.
Regards,
Lodger
TSMC from what I've read do not use much palladium at all and they have local sources. As for neon gas they have plenty of stock on the island and can also source that locally. I'm not worry about TSMC. Now the fabs in Europe will probably be in a pinch like Intel, GF in Dresden, that one in France, etc etc. But the euro fabs are not cutting edge lithographies so not sure how it's gonna impact the devices we're interested in?In terms of Neon, Taiwan chip manufacturers have already said they don't get their Neon from Ukraine and that they expect no impacts from the Ukraine situation on their production.
I have no clue about the Palladium and how it affects ICE vehicles.
Cool, thanks. I'm assuming about the same. Tesla is taking an new optimal path in this transition.
With dusruption already inevitable, the marketplace taking their sweet time has forced Tesla to go for margin-share, not market share.
I suspect Cybertruck will be sold at around $100-120k in the quad variant for it's first couple years of production. This is how you ratchet up the pressure on Ford and GM, eat the entire top of the line market where they make all their profits.
Oklahoma??? Isn't that the state where lawmakers are trying to kick out Tesla stores and service centers??? For me that would be a deal-breaker.
Redlich is weird. He thinks TSLA can be worth more than USA GDP.
Market cap and GDP are very different. Linked by pe ratio multiple and therefore rate of growth. S&P500 value (up 25% in a year) is twice US GDP.Watch this
12 minutes 30 seconds in.
TSLA had similar clauses.
Redlich is weird. He thinks TSLA can be worth more than USA GDP.
I think TSLA could eventually be worth more than the current US GDP. Time is an amazing thing. What do you think prevents Tesla from growing into a valuation greater than the current USD GDP?
Please be specific because it makes little sense to compare two almost entirely unrelated things like a company's future value with one country's current GDP. It would make more sense to look at Tesla's projected future valuation vs. the entire worlds future GDP. But who knows what the world's GDP will be in 2030 or beyond.
MSFT's current market cap is 1/10th the 2020 US GDP today and all they make is software. You are basically saying that you don't think the value of TSLA could ever be 10X the value of MSFT today and anyone who thinks it might be is "weird". That's just silly and irrational.
Market cap and GDP are very different. Linked by pe ratio multiple and therefore rate of growth. S&P500 value (up 25% in a year) is twice US GDP.
ARK doesn't worry about it:
Total enterprise value for disruptive innovation companies - 2030 Estimate: $210 Trillion (10x current US GDP)
Economy (GDP) is not zero sum either.
The money supply can be expanded along with the economy. In fact, this is necessary to prevent problems from deflation. That's why every central bank in the history of the world does this.Sorry I went to take a look at what his actual price target which is 200k a share. It's 7 times US GDP. So 70 times the value of MSFT. Which is also 4 times the value of the entire US stock market. I think in this case can you tell me why you think TSLA could one day be worth 70 times MSFT and worth 4 times the entire US stock market? Where would this money come from? It can't come from the USA + China because it's 4 times the entire stock market and 5 times the value of the entire US property market or 2 times the value of the entire USA and Chinese property market.
Refer to above.
TSLA worth 5 times the entire S & P 500. Unlikely
Also I have no idea where Ark is getting their 2030 estimated of 210 trillion from. There isn't enough money in the USA to invest in that.
In the UK, a couple of days ago Google fed me and advert from Ford, trying to sell me used Ford MachE from their massed ranks of early-returned vehicles. Given the length of time the MachE has been on sale in the UK it would seem a little early for them to be selling dealer-approved used, unless buyer-regret is kicking in hard and early.Anyone surprised?
US: Ford Mustang Mach-E Sales Down Significantly In February 2022
Ford Mustang Mach-E sales in February amounted to 2,001 - surprisingly 46.5% less than in February 2021.insideevs.com
I'd never really thought about it like that but I can see 4D chess being played here by Musk.On the other hand, ignoring the lawmakers silliness is a good way to tell them they are irrelevant. And they truly are, because you cannot stop an idea whose time has come.
When you actually look at what’s the average of miles driven in each location, we kinda all pay the same to transport ourselves.
You guys in NZ are driving around 12k km and an average US driver is above 12k miles. Do the math. We should all freak out!
Late to the party is an understatement. Perhaps will actually be producing by 2027? Let’s hope the cars are worthy and sell well.Sony and Honda announce plan to build EVs together
Sony and Honda have signed a memorandum of understanding to design and market electric vehicles together, the companies announced. The deal isn't final, but the aim is to establish a joint venture this year and start selling vehicles by 2025. Honda would design, manufacture and market the first...news.google.com
Intriguing?
Redleich is a good cheerleader, that's it. No substance.Sorry I went to take a look at what his actual price target which is 200k a share. It's 7 times US GDP. So 70 times the value of MSFT. Which is also 4 times the value of the entire US stock market. I think in this case can you tell me why you think TSLA could one day be worth 70 times MSFT and worth 4 times the entire US stock market? Where would this money come from? It can't come from the USA + China because it's 4 times the entire stock market and 5 times the value of the entire US property market or 2 times the value of the entire USA and Chinese property market.