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

[ZeApelido]

I really love Joe @data_ev's to-the-point and witty remarks, making people who are spreading misinfo to 'stand corrected'.

I agree. He's a total stud!

 

[jbcarioca]

It also used to take many years to build new automotive factories, yet Tesla can do it in 1-2 years repeatedly. What if Tesla starts it's own mines to address that long lead time? They are about to be very cash flush, is it unrealistic to think Tesla could get a mine up and running in half the time it "usually" takes?

"...about to be..."

 

[jbcarioca]

Resistance is futile...

Are we the Borg??

 

[Mengy]

"...about to be..."

Well, okay, about to be even MORE cash flush.

 

[elasalle]

https://twitter.com/x/status/1506644383923425292

 

[elasalle]

I propose a CEO dance off, the winner is crowed the leader of EV's

https://twitter.com/x/status/1506356504911388672

 

[SOULPEDL]

Maybe this was shared earlier, but this close-up of Elon dancing in Berlin (or thereabouts) with the Drone was worth the excitement all over again.

https://twitter.com/x/status/1506323483059490817

(Edit: @elasalle beat me to it!)

 

[Artful Dodger]

Well, we're an hour into today's market and have only traded 12 million shares.

Geez, this stock really needs to up its game.

Edit: 1:06 into the day and 13 million shares traded...

Your volume quotes are 15-min delayed. Try CNBC or Yahoo! for near realtime volume quotes.

 

[Artful Dodger]

Are we the Borg??

Are we Neuralinked yet?

 

[3'sterly]

Resistance is futile...

Resistance is feudal.

 

[2daMoon]

Resistance is feudal.

Will we then be immigrated?

 

[kbM3]

As has been mentioned before, Elon states teslas growth rate is 70-80% a year and may be even faster than that in the future.

My current guesstimates target tesla's previous stated goal of 20M vehicles produced annually by 2030, but we may soon discover our models will need to be revised up.

As a reference point I guessed at tesla's annual production and growth rate using a flat quarterly growth rate each year. I lowered the quarterly growth rate arbitrarily each year to get close to the 20m vehicles produced by 2030:

	annualized (in thousands)	annualized growth rate	quarter to quarter growth rate
2021	929		28%
2022	1,711	84%	14%
2023	2,890	69%	14%
2024	4,881	69%	14%
2025	7,682	57%	11%
2026	10,856	41%	8%
2027	13,735	27%	5%
2028	15,896	16%	3%
2029	17,891	13%	3%
2030	20,137	13%	3%
2031	22,111	10%	2%
2032	23,934	8%	2%
2033	25,907	8%	2%
2034	28,043	8%	2%
2035	30,354	8%	2%

(2021's quarter to quarter growth rate shown is q3 to q4. However q1 had a growth rate of just over 14%)

I hope when Elon said 20M in 10 years, he’s referring back to his earlier reference from 2020.

But a strict interpretation, would mean that it is now slipped to 20 million vehicles per year by 2032.

 

[kbM3]

TSLA's valuation is back over $1 T!

Of note, while TSLA is still down 20% from its all-time high ("ATH"), META (-46%), Rivian (-74%) and BYD (-88%) are down way more off their ATHs. The average of all those listed below is still -35% off their ATHs.

TSLA ($1.03 T) still worth more than the valuation of all major US, EU, and Japanese auto manufacturers combined ($840 B). All those investors complaining about SP manipulation? Methinks thou dost protest too much. Patience

One other take-away, since Oct. 2016:

• EU manufacturers' valuation combined has grown only 20%
• Japanese manufacturers combined have grown 25%
• US manufacturer combined have grown 70%
• Tesla's valuation has grown 2715% since Oct. 2016

View attachment 784570

An article that I read today said that Tesla’s market cap exceeds the Market cap of all of the companies combined, in the Russian stock index.

 

[StarFoxisDown!]

Well this week certainly just got interesting…and of course I’m out of the country and I can only follow along here and there.

Volume is very nice. Surprised we’re seeing this move this week and not next week or the week after. Feels like a big move but in reality it’s only up 10% this week.

I’m not quite sure where the stock goes from here short term given the move this early. We still have 3 big catalysts coming over the next 4 weeks. I do have a rather large tax bill coming up, which I’m fine delaying as long as possible and paying some interest. The plan was to sell a few of my OTM LEAPS to cover the tax bill.

On one hand, those 3 near term catalysts could provide enough fireworks to get back up to 1200 before a pull back happens. On the other hand, Wall St could be heavily frontrunning fhose catalyst and unless Tesla seriously blows out Q1 P/D, then it could be a sell the news events. Obviously long term I’m very confident with where this is going. I’m just trying to decide the best strategy short term for that tax bill.

(Before anyone responds with using margin loan, I know I can, but I’m not a fan of margin)

 

[dhanson865]

Small data point - We bought our Model Y in February 2021 for $51,990, today that car on the same configuration is $64,990. We have a LR Model X on order from a year or so ago, and are expecting to use the Model Y as trade-in. Every month, the trade-in value 'expires' and I have to input the mileage for them to revalue the trade-in (you would think they could just pull the data if I authorized them to to that, anyways...).

Every month or so when I do this the re-valued trade has crept up a few hundred dollars, so that when I last updated in late-January the trade in was something like $53,500.

Yesterday it came in at $58,900. Almost $7,000 more than when new, a 13% increase. This is for a 13-month old car with 7,000 miles on it.

Almost a coin toss if I should have sold TSLA to buy appreciating Teslas!

This must have something to do with investing in TSLA, so shared here...

Demand is crazy high, I'm continually surprised at the price hikes not even putting a dent in the demand.

 

[SOULPEDL]

Your volume quotes are 15-min delayed. Try CNBC or Yahoo! for near realtime volume quotes.

Way better thanks. TD is worthless for anything realtime. My screen still says TSLA in the 900's and I rebooted the App.
But we're still friends, they hold my chairs for now.

Anemic Volume right now, I think shorts are out of ammo and in retreat. Who flinches first?

 

[Words of HABIT]

So ATH is the resistance

Calling @Curt Renz, calling @Curt Renz. All systems a go. Dust of the baton and put the Band on standby.

 

[inconel]

Demand is crazy high, I'm continually surprised at the price hikes not even putting a dent in the demand

Could the frequent price hikes initially trigger higher demand because of FOMO?

 

[Drax7]

Great action, natural buyers at the margin must be shorts.

 

[Tronguy]

I just had this nice dream. All the MM's and hedgies are, apparently, going beserk trying to close their short positions before it's too late. And that includes the people who've been doing naked short selling.
Wouldn't it be nice if, right about now, Telsa does another 5:1 split using the dividend method, so all those naked shares would have to get covered?
Serve the pirates right.