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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The Accountant
Active Member
Hopefully Getting Back to Normal Soon
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OT: I'm always interested in discovering and investing in the "next" Elon. Take a look at this guy.
Tim Ellis, CEO of Relativity Space. Makes 3D printed rockets. He sounds and acts like Elon in a lot of ways. Same philosophy. And he's only 31. Unfortunately it's not a public company. Yet.
Nice article posted yesterday. Definitely watch the video - he talks about Elon towards the end.
www.cnbc.com
Background video from Aug 2021.
Tim Ellis, CEO of Relativity Space. Makes 3D printed rockets. He sounds and acts like Elon in a lot of ways. Same philosophy. And he's only 31. Unfortunately it's not a public company. Yet.
Nice article posted yesterday. Definitely watch the video - he talks about Elon towards the end.
How a 31-year-old built a $4.2 billion aerospace start-up
We can recognize the biggest names in space, like Bezos, Musk and Branson. But keep an eye on an up-and-comer: Tim Ellis. To join Elon Musk's SpaceX in the race to Mars, Tim Ellis's Relativity Space is building the world's largest 3D-printed rocket. Tim spent five years working at Blue Origin...
www.cnbc.com
Background video from Aug 2021.
Buckminster
Well-Known Member
New thread:
Elon Musk Vs the rest of the world
Might encourage some of the Twitter+ debate to find another home.
Elon Musk Vs the rest of the world
Might encourage some of the Twitter+ debate to find another home.
Knightshade
Well-Known Member
FWIW James Stephenson has updated his detailed forecast (long thread with lots of charts, will need to click on below to see most of it) based on the Shanghai shutdowns/slowdowns-- still has 2022 total units growing 51% just barely beating the >50% guidance for the year
Well, if I ever see a headline or article bemoaning “Yearly comps up 51%, barely matching guidance”, I‘ll not know whether to cry or laugh.
Should have done this a while ago since it seems like CyberTruck is maybe in 2023, maybe not....we'll trade our Model 3 in for a Model X. Our Model 3 from 2018 has the same trade in value for what we paid for it in 2018.
Interesting BBC story about NYT's lack of credibility, -scroll half way down- add to this the NYT's misleading and fraudulent stories about Tesla-
Meanwhile, over in Bizarro World there’s an almost completely positive Tesla article in the UK’s Daily Telegraph.
They even ‘explain’ that reliability problems rarely are car stoppers, which is praise indeed from that lot.
On the same front page Elon’s Twitter deal is received positively, albeit as seen through an ‘anti-woke’ lens:
Should you join the Tesla club? Nine things to know before you buy the premium electric car
They even ‘explain’ that reliability problems rarely are car stoppers, which is praise indeed from that lot.
On the same front page Elon’s Twitter deal is received positively, albeit as seen through an ‘anti-woke’ lens:
Elon Musk is assembling a super-coalition that can triumph over woke capitalism
Last March when SPY pulled back to 410, TSLA was 600.
Last time SPY was at 410 on the news of Russia invading Ukraine, TSLA got sold all the way down to 700.
Last FOMC in March, TSLA and SPY were at 865 and 435, respectively.
As of Friday close, TSLA was still 865 at SPY 410.
In other words, on both a longer and a shorter timeframe, TSLA is performing increasingly better than the broader market. This is despite our Glorious Cult Leader selling 26M shares in a hurry. The market is now rational again. This downturn is righteous and neccessary to punish all the stupid money flocking into scam SPAC and IPO names during the last 2 years. Unfortunately, I dont think we are at the bottom yet. When I see LCID and RIVN still trading at $30b market cap and AMZN still valued at 48 PE, I want more bloodshed. I want the market to only go up when it is ready, without all the garbage. In the meantime, it has spoken and declared TSLA a clear winner in the next bull market. I dont get how there could be so much bickering here in light of all this. Most of you have been in this for much longer than I have. You are supposed to be my mentors. Pull yourself together.
Last time SPY was at 410 on the news of Russia invading Ukraine, TSLA got sold all the way down to 700.
Last FOMC in March, TSLA and SPY were at 865 and 435, respectively.
As of Friday close, TSLA was still 865 at SPY 410.
In other words, on both a longer and a shorter timeframe, TSLA is performing increasingly better than the broader market. This is despite our Glorious Cult Leader selling 26M shares in a hurry. The market is now rational again. This downturn is righteous and neccessary to punish all the stupid money flocking into scam SPAC and IPO names during the last 2 years. Unfortunately, I dont think we are at the bottom yet. When I see LCID and RIVN still trading at $30b market cap and AMZN still valued at 48 PE, I want more bloodshed. I want the market to only go up when it is ready, without all the garbage. In the meantime, it has spoken and declared TSLA a clear winner in the next bull market. I dont get how there could be so much bickering here in light of all this. Most of you have been in this for much longer than I have. You are supposed to be my mentors. Pull yourself together.
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What happened to the hedgehog? haha No?
StealthP3D
Well-Known Member
What you call "bickering" I think could more aptly be referred to as "fear-mongering". People are trying to cast doubts on Tesla and Elon's ability to perform. But they don't have any real ammunition, so they simply make claims about Elon Musk's limits and inability to effectively multi-task, and state them as if they are a fact. The most vocal of these people are not people who have been your mentor, they are either newcomers or people who have been hiding in obscurity waiting for TSLA share price to be weak so they come out with all negativity guns blazing in the hope they might sound credible enough to newbie shareholders to shake some more shares loose without causing the price to take off.
This is a time of accumulation of TSLA shares by the ones who have been shouting negativity the loudest. They are on a mission to shake shares loose so their employers can accumulate as much as possible without causing a bull run. It looks to me like the supply of TSLA shares is rather tight and the negative forces are working overtime to allow more accumulation at favorable prices. They know that strongly rising prices will actually tighten supply more. They need shares for two reasons:
1) To create the next TSLA downdraft without costing themselves a penny.
2) To position their books so the next split doesn't cause the kind of hemorrhaging they experienced during the first TSLA split.
It's not "bickering", it's a very transparent disinformation and fear-mongering campaign. They will grasp at anything that seems like it will give them the most traction and right now that happens to be the Twitter acquisition. The idea that TSLA will under-perform because Elon is so distracted with Twitter fluff. Yes, it's silly but human nature is to be fearful of losing money. They know what works, at least on those with the weakest conviction.
Remember, not all TMC accounts are owned by honest people who are who they say they are.
Probably has good bones and Tesla may be interested. Located 106miles from Shanghai. Bid starts at 360 million USD
I think it is closer to 31k. This article shows Tesla owns 48k bitcoins with a total investment of $1.5B pulled from this site which tracks bitcoin investments by company.
PSA, Lex gives a great interview of the CEO of Microstrategy (top company holding bitcoin) and they talk about many things as well as Tesla and bitcoin.
Seems pretty high for a starting bid on an incomplete factory siezed by the government.Probably has good bones and Tesla may be interested. Located 106miles from Shanghai. Bid starts at 360 million USD
Today's reminder why we're all here:
www.theatlantic.com
The Earth has only warmed about 1.5C so far.... When we get to 2-3C around 2030, things are going to start getting really bad and we haven't even begun to actually cut our global carbon emissions yet.
The World Has No Choice but to Care About India’s Heat Wave
How the country meets an escalating demand for energy is a problem the whole world must reckon with.
www.theatlantic.com
The Earth has only warmed about 1.5C so far.... When we get to 2-3C around 2030, things are going to start getting really bad and we haven't even begun to actually cut our global carbon emissions yet.
Musk to speak at 6 pm UK time.
car.live.ft.com
Future of the Car Summit | 7-9 May 2024, London | FT Live
Explore future of automotive industry at Future of the Car Summit 2024, 7-9 May 2024, in London. Register for the event either virtually or in person.
car.live.ft.com
A lot of details are needed to judge the factory by it's price. It's about 2.5mil squareft on a 6.8m squareft worth of land. This is about 30% smaller than the original giga shanghai plot of land. But given the amount of time it saves with the whole supply chain shortage thing in construction material and expense, it might be worth it. It's up to Tesla to decide
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