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

[Nocturnal]

This is the first big Tesla event in a while that everyone isn't expecting to make the stock moon. Interesting. Not expecting any new vehicles, but updates to schedule on others would be great.

I really want to upgrade my 18 P3 but trying to wait until the CT comes out.

 

[JRP3]

Tesla to recall 127,785 Model 3s in China, says market regulator

Tesla will recall a total of 127,785 units of Model 3 cars in China, the country's market regulator said on Thursday, for potential faults in semiconductor components that might lead to collisions.

www.reuters.com

 

[UkNorthampton]

WOW! I'm sorry but I have to say it again, WOW!

This article is on the home page of The Telegraph. My eyes almost popped out of my head when I saw it this morning. The Telegraph has produced a string of anti Tesla articles over the years, many of which I have commented on. Finally this. I suppose there s a limit to how long even this newspaper can continue to deny reality. And for those saying "it's only one month", a reminder that in 2021 the Model 3 was the second best selling car of any type in the UK.

And the article includes this wonderful line: "Tesla has done for cars what Apple did for mobile phones"

OK, one more time, WOW!

View attachment 790919

I had to open it in incognito mode to see the article.

Pretty good, but then I looked at the comments and the nasty ignorant people/bots were out in force with one or two sane people. Daily Fail articles comments have become much more even-handed recently (many people taking the time to explain why the FUD is untrue). Just a matter of time...

 

[Knightshade]

I think there's a couple things that COULD move the stock today.... I just don't know that it's super likely we'll get anything in detail about em---

Rate of 4680 progress
Any updates on CT or Semi


The one thing I expect we ARE likely to get would be some clarification on what exactly Austin will be producing initially.... (hopefully ending all the "OMG PLAID Y" or "NOPE TOTES SR Y!" stuff)

Tesla to recall 127,785 Model 3s in China, says market regulator

Tesla will recall a total of 127,785 units of Model 3 cars in China, the country's market regulator said on Thursday, for potential faults in semiconductor components that might lead to collisions.

www.reuters.com

This is the first recall I've actually cared about in any way, as it'll be spun (and might even have some truth to it based on this recall) as Teslas flexibility in being able to switch to lots of different chips might have downsides... (using non auto grade chips and such)--- initial report doesn't have a ton of detail though.

 

[Discoducky]

Tesla to recall 127,785 Model 3s in China, says market regulator

Tesla will recall a total of 127,785 units of Model 3 cars in China, the country's market regulator said on Thursday, for potential faults in semiconductor components that might lead to collisions.

www.reuters.com

No mention if this is a OTA fix or other...

 

[Singuy]

I think there's a couple things that COULD move the stock today.... I just don't know that it's super likely we'll get anything in detail about em---

Rate of 4680 progress
Any updates on CT or Semi


The one thing I expect we ARE likely to get would be some clarification on what exactly Austin will be producing initially.... (hopefully ending all the "OMG PLAID Y" or "NOPE TOTES SR Y!" stuff)




This is the first recall I've actually cared about in any way, as it'll be spun (and might even have some truth to it based on this recall) as Teslas flexibility in being able to switch to lots of different chips might have downsides... (using non auto grade chips and such)--- initial report doesn't have a ton of detail though.

If you look at the manufacturing date, it's before the chip shortage fiasco by almost two years so it has nothing to do with using non auto grade chips.

 

[brantse]

RIVN at $40 a share is getting interesting to me. Sandy and other reviewers have nothing but good things to say about the trucks they've received. I know they still have a long way to go, but I'm starting a position here.

 

[Singuy]

RIVN at $40 a share is getting interesting to me. Sandy and other reviewers have nothing but good things to say about the trucks they've received. I know they still have a long way to go, but I'm starting a position here.

I rather get shot than to invest into any start up Ev auto makers, especially those that have lost more money in a year than Teslas entire existence.

 

[Knightshade]

If you look at the manufacturing date, it's before the chip shortage fiasco by almost a year so it has nothing to do with using non auto grade chips.

It's odd because it cites

The company will recall the cars manufactured between January 2019 and January 2022,

Which certainly includes the chip shortage era, but also begins before it.

So leans more toward it'll just be spun that way for FUD

RIVN at $40 a share is getting interesting to me. Sandy and other reviewers have nothing but good things to say about the trucks they've received. I know they still have a long way to go, but I'm starting a position here.

GL I guess? Their cash burn rate for how they're scaling is insane (like orders of magnitude worse than Teslas ever were) and the fact they rolled back the price hikes insures they'll lose $ on every vehicle for the next several years (on top of losses from scaling and R&D and everything else).

Might be a more interesting thread for you though-

All discussion of Rivian Automotive

The RIVN IPO raised $11.9 billion, giving Rivian an initial valuation of roughly $77 billion. Not the $80B originally sought but not the $55B floated two weeks ago. As of tonight Rivian should have more cash than Tesla. Yes, Rivian is burning cash while Tesla is generating cash. Still. RJ...

teslamotorsclub.com

 

[Electroman]

Even though tesla will be fine either way, I'd much prefer them having a seat at the table helping to make better decisions for EV adoption rather than having the ideas of others imposed on them.

In other words, I would rather have Tesla let others know what to do and what standards to follow. It will be best for EV adoption and EV industry as a whole. Let Tesla decide and others follow Tesla and everyone will be fine.

 

[MP3Mike]

The TSLA vs. NASDAQ charts don't show obvious manipulations on Thursday.

* Tesla increased Model 3 LR and Performance pricing by another $1000 on Thursday.

Ten year treasury bond yields crept higher to 2.6% on Thursday,

The difference between earlier this week and Thursday

Max pain was 1085 Thursday morning

Even with Thursday's big dip,

@Papafox I hope you aren't predicting today... (Most of the Thursday's in this post should be replaced with Wednesday/)

 

[Krugerrand]

If there's anyone hoping to find a way into Cyber Rodeo festivities... you may not quite need a ticket to get in:

https://twitter.com/x/status/1511978315372019714

There you go @ggies07. Put on a ca’boy hat, Levis, and some snakeskin boots and look like you belong or are part of the entertainment. Have fun!

 

[Singuy]

It's odd because it cites




Which certainly includes the chip shortage era, but also begins before it.

So leans more toward it'll just be spun that way for FUD





GL I guess? Their cash burn rate for how they're scaling is insane (like orders of magnitude worse than Teslas ever were) and the fact they rolled back the price hikes insures they'll lose $ on every vehicle for the next several years (on top of losses from scaling and R&D and everything else).

Might be a more interesting thread for you though-

All discussion of Rivian Automotive

The RIVN IPO raised $11.9 billion, giving Rivian an initial valuation of roughly $77 billion. Not the $80B originally sought but not the $55B floated two weeks ago. As of tonight Rivian should have more cash than Tesla. Yes, Rivian is burning cash while Tesla is generating cash. Still. RJ...

teslamotorsclub.com

With these kind of recalls, it's usually isolated to one part which is to one supplier because the date range would include all parts gathered from that one supplier.

If there's another supplier, then it'll be a different recall with a different date range. They don't group multiple problems into one recall.

 

[ZeApelido]

Tejas Flag

https://twitter.com/x/status/1512052158128173064

 

[Krugerrand]

Yeah, that's how it SHOULD work, but do you want to bet? I see potential downsides in the US for Tesla owners. Only if this helps accelerate the expansion of the SC network and the SC experience is not degraded for Tesla owners would I see this as a desirable partnership.

I’ll bet. No way will Elon agree to or allow the process to become cumbersome for Tesla owners. He’ll recognize the stupidity of it/be told via a tweet and he’ll make it work/find a solution.

 

[ggies07]

There you go @ggies07. Put on a ca’boy hat, Levis, and some snakeskin boots and look like you belong or ate part of the entertainment. Have fun!

haha, well shiiiiiit! Nobody's got time for last minute plans... I've got a kid, work, and traveling last minute down to Austin would be a nightmare...oh well. I'll be watching the stream tonight.

 

[Krugerrand]

WOW! I'm sorry but I have to say it again, WOW!

This article is on the home page of The Telegraph. My eyes almost popped out of my head when I saw it this morning. The Telegraph has produced a string of anti Tesla articles over the years, many of which I have commented on. Finally this. I suppose there s a limit to how long even this newspaper can continue to deny reality. And for those saying "it's only one month", a reminder that in 2021 the Model 3 was the second best selling car of any type in the UK.

And the article includes this wonderful line: "Tesla has done for cars what Apple did for mobile phones"

OK, one more time, WOW!

View attachment 790919

It’s a trap. I’m sure of it. Just wait for it…

 

[Krugerrand]

haha, well shiiiiiit! Nobody's got time for last minute plans... I've got a kid, work, and traveling last minute down to Austin would be a nightmare...oh well. I'll be watching the stream tonight.

Babysitter (or closet)
Call in sick
Leave now

‍ Seems easy.

 

[bkp_duke]

RIVN at $40 a share is getting interesting to me. Sandy and other reviewers have nothing but good things to say about the trucks they've received. I know they still have a long way to go, but I'm starting a position here.

Guessing you haven't seen how much cash they bled in the last 2 years. Compared to TSLA at the same stage of growth, it's nucking futs ridiculous high.

Not investing myself until they can show some fiscal responsibility.

 

[ggies07]

Babysitter (or closet)
Call in sick
Leave now

‍ Seems easy.

doable
already off because I was planning on going (key word there, why didn't Elon just say that a long time ago...sigh)
Superchargers between here and Austin by now will be stressful and take too long.

I was going to leave early enough to miss all the traffic if I had gotten a formal invite.

It's cool. I've hit the acceptance phase now. hahaha.