-
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
Can you imagine what would happen if Elon walked away ...
TSLA covering, gamma sqeeze .... full covering resumes .... cascades to other names as monies are needed to cover TSLA .... market sanity is restored
That's exactly how to think of it. We don't lose money in the stock market.. we simply pay tuition and some lessons cost more than others
StealthP3D
Well-Known Member
Re: Rivian RT
It had better be a good product considering the first year's production will probably cost roughly over a quarter million or more to produce each one. Making a good product is easy compared to making a good product that can be sold profitably, in volume. I would buy one while I wait for Cybertruck if they were available at MSRP any more than the Cybertruck is currently available. But it's not and I would just be helping Rivian lose more money.
Re: Lightning
You probably have a different definition of "solid" than I do. But, if 12 years from now, half of the early Lightnings are still on the road, I'll admit I was wrong. "Solid" in terms of an EV conversion that came out of uncle Jack's garage, and "solid" in terms of a production EV, are two different things in my book. Ford is so inefficient at manufacturing they will have to cut the same corners on the Lightning that they cut with their current F-150 trucks. If by "solid" you mean overweight and inefficient, then maybe we are on the same page.
With the F-150 Lightning, like the Rivian, profitability is key, something that is not a given. One widespread warranty issue with the drivetrain can completely reverse any small profitability Ford thinks they might have. The same can be said about the Cybertruck but I have much more confidence it can be sold in huge numbers profitably than I do for the Lightning and that warranty expenses will be typical of other Tesla. Even if the Lightning makes a small profit based on a mix of trims weighted heavily towards six digits, can it sell at high volumes at a profit and avoid excessive warranty expenses down the road? Very much an unknown.
The biggest known problem of the Lightning will be that it won't really be a pleasant experience to take it on a long trip on the Interstate. The expected range will not be there, the charge network is in shambles (poorly located and maintained) and the time to charge will be excessive due to it's inefficiency at 70 mph. But, yeah, it will excel at use in a limited geographical area. I really don't see the Lighting being a long-term success unless they completely re-engineer it into a modern truck that no longer pushes wind like it belongs in the last century.
Here's a hopium explanation of today.
Small caps being green, some extremely green. This could be the end of the atock market crash/correction as small cap starts it off since November while big cap ends it. Now small cap is the first to lead us out.
Small caps being green, some extremely green. This could be the end of the atock market crash/correction as small cap starts it off since November while big cap ends it. Now small cap is the first to lead us out.
Added 50 more shares. This is the same situation like March 2020. Just market panicking. Which is also known as buying opportunities
A part of me thinks it's a look he tried to create - to trigger massive short selling as a trap by setting his finances up as bait. I'm wishful, but imagine what would happen if something really big were announced out of Tesla? We have no clue how he intends to do his deeds with the shortz, but neither do they in this 3D chess game. It could also be that he just knows they'll get burned in due course purely from '22 growth, and that none of this was planned.
Keep in mind... "A part of me thinks..." = "There is some probability..." So don't read into it too much.
All but 10% of my cash is deployed now.
Apple and MSFT crapping out isn't helping.
StealthP3D
Well-Known Member
That's true, but it's not even the main trouble with margin loans. The issuers have the right to suddenly change the terms. It kills me when people say "TSLA would have to drop 50% for me to get a margin call." That is false in all cases! The brokerage making the loan can instantly make whatever stock you are borrowing against almost worthless to use as collateral based upon nothing more than the perception your collateral has dropped in value or increased in risk. The actual price doesn't even need to change for them to do that and it's completely beyond your control and can happen without warning. Many people are unaware of this.
Hence my question to people asking if they should use margin loans: Do you aspire to becoming a puppet?
Last edited:
Yeah, it's almost like the "bad" stocks on my list are doing great while the "good" stocks on my list are doing poorly?
Is this Bizarro trading day?
In the end it´s all Elon playing 3D chessCan you imagine what would happen if Elon walked away ...
TSLA covering, gamma sqeeze .... full covering resumes .... cascades to other names as monies are needed to cover TSLA .... market sanity is restored
StealthP3D
Well-Known Member
I would hope so. No one should be confident of the short-term price of any stock. Elon knows the near-term fundamentals of the company are incredibly strong, but he also knows that doesn't necessarily translate into a rising share price in the short-term.
lafrisbee
Active Member
I thought the VOLUME (second chart) told the story of how much had been sold/held?
and that would have the MaxPain at 700-730.
StealthP3D
Well-Known Member
Yeah, it's almost like the "bad" stocks on my list are doing great while the "good" stocks on my list are doing poorly?
Is this Bizarro trading day?
Even NKLA is up a whopping 5.3% today.
Never mind that's only 27 cents.
scubastevo80
Member
The only good thing about today is that I caught COIN in the mid-$40s and then sold at $56 and change. Oh and I picked up a few more TSLA at just under $700. Man this market is brutal. Meme stocks blowing off their tops and a 50%+/year grower can't squeak out a positive day.
Artful Dodger
"Neko no me"
1.54x macros ATM. Its the wider market that's being held down. AAPL -4.84% right now, vs -3.15% for TSLA
But all is not lost because:
When inflation peaks, the market is ready to resume the secular bull uptrend, say BofA's Hyzy
... when the Masters of the Universe are good and g'dam ready, that is.
We are finally seeing some signs of good support across the market and with Tesla. Apple finally breaking down isn't a bad thing either. It really needed to happen for a bottom to set in. Small caps are gaining (some of them quite big). Tesla having a very large volume day. We're close to the end here. Now whether this is a rally back into the middle of a downward channel or not is a question that we probably won't know for another month, but a rally is coming soon.
Knightowl
Whovian
Wow, been buried in work all day and just looked to see all my buy orders kicked off and I have 50 more shares wooot! And still able to get another 10 or so if crazyness continues, amazing.
Similar threads
- Locked
- Locked
- Locked
