If you push a stock down the day before solid earnings, then you can cap any gains the following day. Hoover up the put buyers and then go for the call buyers.
Free markets!
Free markets!
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Elon is way too modest when he tweeted that Tesla's successes were only earned by others. Actually, he was demonstrating good leadership by making that tweet. But just a short list of decisions/actions he alone made that made Tesla successful.
Pouring all remaining net worth into Tesla in 2008 when no one else would invest in an EV company.
Making sure the Roadster was a worthy car, even to the point of shredding the initial idea of bolting on components into a Lotus Elise body (he forced Tesla to make extensive changes so that there were few compromises).
Going completely against his nature and being an obnoxious showman so that he could continue raising $$ for a struggling startup.
Pushing the company to design a ridiculously over the top falcon wing door SUV before the first Model S was even made so that Tesla would remain in the spotlight and garner more much needed funding.
Deciding to spend $0 in advertising, something that he must have been under huge pressure not to do.
The infamous three part plan (Roadster, Model S, Model 3) that in hindsight was obvious even as no other car company in the world replicated.
I could go on, but you get the idea. Sure, Elon has participated in making mistakes, but geez, the big decisions have had enormous positive impact on the company.
I was shocked as well.
On edit: Seriously, even though "110" is such an ingrained number in the US culture, that Mr Musk would slip on it is a head-scratcher. I sure hope I never hear him slip on significant digits.....
And anyone who tries to counter with "But 208V" both gets sent to the principal's office and has to clean the erasers.
By the time 20 million arrives they'll have a much broader lineup anyway. At that volume level there could easily be specific models for niches that will be built on common platforms. Remember they'll need urban delivery vehicles, specialized vans/busses from city, school, intercity and so on, not to mention cars of multiple varieties to serve different national market needs. Probably smaller vehicle types for private and taxi (robo and non-robot) as well as an array of other variants at S and X levels. At 20 million the existing model composition may not even end out being the highest volumes. In the short run Model Y will be the largest volume. In five or six years time we should be prepared to be amazed.
petit_bateau
Active Member
Yes and no.
Yes, because I fully agree. I'd love to have the data to delve further.
No, because this is global. And sitting where I am right now the Tesla map gives me a "does not compute" journey result. There is a lot of the car-buying planet still to build out. Plus the data to do a more meaningful analysis is not disclosed to us mere shareholders. So this is the best proxy we have.
This is why we can't have nice things...Who knew $1038 would be the WALL they can't get below
TheTalkingMule
Distributed Energy Enthusiast
Sold shares and converted about 1/4 of the cash to:
May20 $1200c @ $13.31
Nov18 $1200c @ $121.55
Mar2023 $1400c @ $120.30
I needed to raise cash this spring and wanted to maintain exposure. This seemed better than selling near the money CCs until they executed and trying to buy a LEAP after they sold. Will convert all back to shares if/when we cross 200 PE again.
May20 $1200c @ $13.31
Nov18 $1200c @ $121.55
Mar2023 $1400c @ $120.30
I needed to raise cash this spring and wanted to maintain exposure. This seemed better than selling near the money CCs until they executed and trying to buy a LEAP after they sold. Will convert all back to shares if/when we cross 200 PE again.
TheTalkingMule
Distributed Energy Enthusiast
Since 110, 115 and 120 are all stallion common use and there are odd non-US ones that use 117, then there are 208/220/230/240 all in common use still, and Mr. Musk has lived in areas that use several of them he used one fo the most traditional descriptors 110/220, which were indeed once typical US standards.
It's hard for me to get very hung up on generalizations like that because the truth is it quite depends on where one happens to be. As the earliest observers noted, the choices were arbitrary. Anybody who's driven an EV in Australia understands one needs to be a fairly advanced electrician o figure out the correct choice for any given location.
Of course one presumes we will all joke about it...unless we guess incorrectly!
FWIW my primary residence is 117 three phase or 240 three phase. A suburban residence I frequent has 115 two phase and 220 three phase. Perhaps the lack of any recognizable standard is an antipodean affliction./s
OMG, where are the erasers? Are they electric? I hope not, although my US Tesla is charging at 208v right now.
Artful Dodger
"Neko no me"
Lol, MMs: "We fill the gap by Noon, or your next earnings beat is free"
Cheers to the Longs!
Cheers to the Longs!
Don TLR
Active Member
Another source of supercharger opening is this twitter feed. I like it as it shows pictures as well of each site opening.
This is truth:
Back when we did have a grid (more a nanogrid than a microgrid) in Paxson, the dingledongs who operated it charged us $4.15/kWh (yes) for providing us electrons at some random number between 170V and about 265V (thus: 85V-135V). And at a frequency between 50 and 68 or so Hz. I should have opened an electronics retail outlet - I'd have been its biggest and most frequent customer.....
Back when we did have a grid (more a nanogrid than a microgrid) in Paxson, the dingledongs who operated it charged us $4.15/kWh (yes) for providing us electrons at some random number between 170V and about 265V (thus: 85V-135V). And at a frequency between 50 and 68 or so Hz. I should have opened an electronics retail outlet - I'd have been its biggest and most frequent customer.....
ZachF
Active Member
I wonder if Tesla will use Optimus bots at Supercharger stations? (Plugging and unplugging cars).
MartinAustin
Active Member
Well I think the downwards drift has definitely slowed
Speaking of the huge ZEV credits number... it is a sort of confirmation of the difficulties the other manufacturers have had producing BEVs. They have been relying on their own tiny BEV production efforts to counter their gas-guzzler production. Take GM for example - had to stop producing the Bolt EV & EUV for like two entire quarters. That means that in order to continue shipping Escalades, they had to buy ZEV credits. BMW discontinued the i3. Plus all the Jaguars, Audis, Mercedes, Nissan, Mazda of the world who are selling less BEVs than they might have if the cars were better - just increases the demand for the credits. So Tesla, by its very product superiority, is able to generate ZEV credit revenue because car buyers are steered away from the weaker products / legacy manufacturers keep screwing up w/ chip shortages & other recalls/stoppages/delays.
ZachF
Active Member
When will they learn..Craig says 'Tesla will face major competition....50 new EV's coming...but i have to say Tesla is a magnificent company....just grossly overvalued"
Seems like a closet bull but his hand is being forced to say things he does not believe by alleged extraneous sources.
"Any company can bring what Tesla brings to the market"
Lol
The same people who call it overvalued now were saying it was overvalued at $40b in 2019… under 3 years later earning $3b per quarter with 0 debt.
That doesn't seem practical to me. Lots of money to solve something that isn't a problem. How would they prevent someone from stealing them?
I had to LOVE this because I myself got reprimanded when I made this same shocking, disappointing voltage misstatement on TMC discussing self-wiring a charging outlet in my garage. You know what THAT MEANS???
I THINK LIKE ELON!!!
OK, perhaps ...maybe... just not QUITE as good...
OK, perhaps ...maybe... just not QUITE as good...
Phobi
Member
ZachF
Active Member
Autonomous cars with no people in them.
Probably cheaper than giving every charger an autonomous snake.
Could also check your tires and wash your car if you wanted.
Hangs out in a telephone booth sized container until people arrive.
Similar threads
- Locked
- Locked
- Locked
