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

[StealthP3D]

There are a lot of bad earnings expected to be reported this week and this will likely keep the market down throughout the week, or at least very volatile. I think we'll see a rebound next week though after earnings are out of the way.

TSLA will probably rebound before the broader market. Because TSLA is on Viagra. Expect more attacks that will suddenly diminish as soon as it's obvious TSLA has recovered. Some attacks are disguised as positive stories but are designed to scare new investors away. Such as this fluff article:

Tesla Makes a Surprise Tweak That Will Delight Fans - TheStreet

The company has just added a feature during the production cycle of two flagship models.

www.thestreet.com

The company has quietly improved its vehicles during their production cycle. The latest Model S and Model X out of the factory carry a functionality that the company teased in the fall of 2020 but Tesla buyers had lost hope that it would ever come true: a tilting screen, using integrated motors.

This creates the impression that Tesla's improvements are inconsequential and they are fighting to stay relevant in a crowded field and struggle to bring even superfluous improvements to market in a timely manner. It makes it easy for a prospective investor to say "I was interested in TSLA but I'm not about to put my money on the line if the best they can offer is a new screen that tilts with electric motors. That sounds trouble-prone."

This article inexplicably has a major contradiction with the title calling the tilting screen a "surprise tweak" while the story says:

The new feature allows the screen to be rotated so that the viewing angle is more suitable for the driver, or for the passenger.
The addition of this option is not really a surprise.

Well, they can't both be true. Do they think we are stupid?

Articles like this misrepresent what Tesla is really all about. And that is making cars quicker, more efficiently and in higher volumes than the rest.

 

[jbcarioca]

Being one of those old people, I resent this remark. There are a lot of us on this thread. We all own Tesla and Teslas.

So do I. Many of us old people think the world should be led by non-geriatrics. There is indeed something wrong when Xi, Putin, Biden, Trump, Pelosi and others around the world are all 'boomers' or even older. To presume that any age cohort is perforce representative of any given set of values is assuming that correlation is equal to causation.

That view defies First Principles, and even logic.

Bluntly, to HODL TSLA itself requires a keen ability to value intrinsic value above reaction to volatility. In that, at least, there is an advantage for those of us who've been around long enough to understand volatility and institutional pecuniary benefits.

Remember it is the younger ones think they can outwit the 'house' when the 'house' make all the rules. It requires patience to deal with that calmly.

 

[BornToFly]

Checking on the vacation home and turned the computer on. This is where we were just just a few weeks ago on April 13th....

 

[ZachF]

. There is indeed something wrong when Xi, Putin, Biden, Trump, Pelosi and others around the world are all 'boomers' or even older. patience to deal with that calmly.

It is pretty stark how old the leadership of the US currently is, especially when you factor in that the US is one of the younger western/advanced nations.

Biden, Trump, Pelosi, Schumer, McConnell… all in their 70s and 80s.

 

[M|S|M MYP]

Anecdoral evidence: used to be kids cheer and admire teslas around us. Recently got blocked by teens yelling : **** you for driving a tesla! Heard this also second hand from others. It's like the public image is finally getting tainted with the young ones which is not a good sign for the future. Recently even my 15yo was repeating some fud that he heard from friends

Bullish sign IMO

 

[M|S|M MYP]

Checking on the vacation home and turned the computer on. This is where we were just just a few weeks ago on April 13th....

View attachment 802094

Checking on the vacation home paid with $TSLA gains.....FTFY

 

[advocate8]

This is actually not entirely true.

Armstrong still has a sizable fan base and makes a lot of money off of his personality and personal brand. He is very likely still one of the most influential cyclists in the US in spite of his fall from grace. He puts on a race series, has a clothing line, and a hugely successful podcast.

He’s not the iconic media darling he used to be, but then how many cycling pros are in America?

PS: I am not one of Armstong’s fans, just find him interesting.

It’s MOSTLY true though. His brand is worth a tiny fraction of what it was. His current ventures aren’t hugely profitable. And yeah, I’m not a fan or hater and also find him pretty interesting.

 

[advocate8]

Regarding Elon's Tweet and "good to know ya",
Haven't the Russians read this The Atlantic article which clearly explained why sending Starlink to Ukraine was of no value to Ukraine and merely a way for an egotistical billionaire to draw attention to himself? /s

One potentially positive effect from Elon's Tweet is that he's acknowledging that there's risk to him with Russia so angry with him. By expressing concern, he defuses the situation somewhat because Russia would look really bad now if something happened to Elon in the near future. Acknowledging his own mortality is an expression of humility, which is not a bad thing to do if you're a genius entrepreneur and the wealthiest man in the free world.

Perhaps you can explain how someone who publicly challenged Putin one-on-one is interested in defusing?

 

[JRP3]

By expressing concern, he defuses the situation somewhat because Russia would look really bad now if something happened to Elon in the near future.

Considering current events I'd say Russia doesn't care at all about looking bad.

 

[traxila]

So do I. Many of us old people think the world should be led by non-geriatrics. There is indeed something wrong when Xi, Putin, Biden, Trump, Pelosi and others around the world are all 'boomers' or even older. To presume that any age cohort is perforce representative of any given set of values is assuming that correlation is equal to causation.

That view defies First Principles, and even logic.

Bluntly, to HODL TSLA itself requires a keen ability to value intrinsic value above reaction to volatility. In that, at least, there is an advantage for those of us who've been around long enough to understand volatility and institutional pecuniary benefits.

Remember it is the younger ones think they can outwit the 'house' when the 'house' make all the rules. It requires patience to deal with that calmly.

Guys I clearly said the old people that do not own Tesla but have a lot of possessions tend to hate Tesla. They tend to be involved in status quo rent seeking industries that Tesla threatens. They also tend to control the power structures. Younger people tend to be much more on board with Tesla and it’s missions.

I even prefaced by saying I was about to be simplistic.

I was NOT talking about this forum. And I am kind of old too…

Seems like all social media is the same sometimes…. Find something to be offended by….

 

[GOVA]

Regarding Elon's Tweet and "good to know ya",
Haven't the Russians read this The Atlantic article which clearly explained why sending Starlink to Ukraine was of no value to Ukraine and merely a way for an egotistical billionaire to draw attention to himself? /s

One potentially positive effect from Elon's Tweet is that he's acknowledging that there's risk to him with Russia so angry with him. By expressing concern, he defuses the situation somewhat because Russia would look really bad now if something happened to Elon in the near future. Acknowledging his own mortality is an expression of humility, which is not a bad thing to do if you're a genius entrepreneur and the wealthiest man in the free world.

I don't think Russia is concerned how the World perceives them. They are currently killing thousands of people including their own. There would be zero concern if there is 1 more.

Yes, I hope this will never be the case.

 

[Nocturnal]

I don't think Russia is concerned how the World perceives them. They are currently killing thousands of people including their own. There would be zero concern if there is 1 more.

Yes, I hope this will never be the case.

True, but killing a US citizen with Elon's influence/status and direct ties to national security interests would risk pulling the US into the war directly.

I hope Elon takes all of the precautions, but this is very unlikely. Heck, it would likely piss of China if the head of one of their largest exporters is taken out for ego.

 

[JustSaying]

They could be headed to negative enterprise value!

TBH I think Rivian stock is probably a good lotto buy at these prices. Unlike before when they were worth a ridiculous $100b+, there’s actually room for it to go up, and if they do go to negative enterprise value, I wouldn’t be surprised for someone like Apple to eat them up.

I have seen 3 and at least 1 up close (in a neighbors driveway) to my eye the Rivian is well styled and solid looking. I haven't driven one.
Best of luck to them, the world will need lot more well designed and engineered EV's and Tesla can't possibly make them all (but a nice thought).

 

[Christine69420]

Germany are considering increasing the government support for buyers of electrical vehicles.

From €6000 to €10.800 for EVs costing less than €40.000. The basic TM3 costs €49.990 today.

And from €5000 to €8400 for EVs costing less than €60.000. The basic TMY costs €56.990 today.

Source: Elektroauto: Wissings Klimaplan: Verkehrsminister will Abwrackprämie und 10.800 Euro E-Auto-Rabatt

From 2023 some of the support might be dependent on the buyer chopping up an older fossil car.

Let's hope they can pull this off!

 

[StealthP3D]

Best of luck to them, the world will need lot more well designed and engineered EV's and Tesla can't possibly make them all (but a nice thought).

I'm interested to hear what you think the upper limit is for Tesla and what the primary limiting factor is? Not the limit on how fast EV's can ramp but the upper limit to Tesla's ultimate market share and why you think that is the upper limit. I'm also not asking for a prediction of what will actually happen, only what you think the ultimate limit is and why.

 

[SOULPEDL]

For Max Pain, 800's is for the moment, but 1,000+ also looks hungry for some action. That's a big gap, so needs some whale to start scooping it up this week. It's only Monday.

Next week looks like a battlefield on both sides building - in the same canyon of uncertainty, 800 vs 1,000.

 

[fiveten]

So, mid morning dip over now?

 

[samppa]

Germany are considering increasing the government support for buyers of electrical vehicles.

From €6000 to €10.800 for EVs costing less than €40.000. The basic TM3 costs €49.990 today.

And from €5000 to €8400 for EVs costing less than €60.000. The basic TMY costs €56.990 today.

Source: Elektroauto: Wissings Klimaplan: Verkehrsminister will Abwrackprämie und 10.800 Euro E-Auto-Rabatt

From 2023 some of the support might be dependent on the buyer chopping up an older fossil car.

Let's hope they can pull this off!

I'm not sure if there's much point to increasing current incentives. Demand is really high already.
Right now you have german car dealers advertising: "Drive a tesla for free for 6 months!"
So they will buy it back after 6 months for msrp - incentives. And then export to other europe, making a nice profit.

 

[StarFoxisDown!]

So, mid morning dip over now?

I think the market is going for a flush out this week before inflation data comes in that could completely upend the narrative around inflation, recession, and fed rate.

Expect to see a further sell off today and tomorrow, maybe even an attempt to break 11,000 on the Nasdaq.

If TSLA can hold its low from March, I’d be super impressed

 

[bkp_duke]

I think the market is going for a flush out this week before inflation data comes in that could completely upend the narrative around inflation, recession, and fed rate.

Expect to see a further sell off today and tomorrow, maybe even an attempt to break 11,000 on the Nasdaq.

If TSLA can hold its low from March, I’d be super impressed

Low 700s? If so, back up the truck, this is a fire sale we won't see again.

/goes to shake cushions in infamous sofa