Appl and Nvda are like "hold my beer"
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
one might ask why you have "bad" stocks ... i would have to assume this is just a watch list not owned shares
Yeah it's just a watch list. I am 98% TSLA and I only have a few other stocks in my "play" account.
While TSLA was going down 5-9% day after day for the past couple of weeks, Apple was only down 1-3% each day.
TheTalkingMule
Distributed Energy Enthusiast
46M shares. Quite a bit of volume today! With any luck this mega-bounce off 700 signals the turnaround.
OT
There is a reason the Ford f-series is the best selling trucks, despite RAM often getting bit better reviews. They are good. Ever toss firewood into the back of a pick up? or reach over the edge for a tool? Wont be able to do that as easily with the cybertruck (the sides slope down). Will the cybertruck hold up as well to the beating? who knows? But essentially will continue to sell well based on its history of providing a really solid truck and for some practical reasons of its design being beter fit for some peoples work.
If you take into account of $90.00 billions worth of stock buy back P/E is below 15. 580 million shares will retire this year.
Rivan, Ford and others need to have TONS of batteries to do anything meaningful. One F150EV has 1800LBS battery.
They will not get into any meaningful production capacities due to this alone. They don't have and will not have enough batteries.
Now, to make those and make a profit is another level of issues.
They will not get into any meaningful production capacities due to this alone. They don't have and will not have enough batteries.
Now, to make those and make a profit is another level of issues.
Similarly, the S&P PE around 20 seems high. We might be almost there if this this pullback is as bad as it gets in a decade, but inflation is highest in decades, expected fed funds next year will be the highest since the great recession, and a recession is not baked in. Taking that into account, the S&P PE could easily drop to 18 or even 16, implying another 10-20% drop.
As everyone points out, Walmart is still 30 so the market hasn't capitulated.
I hope Tesla will pull a rabbit out of the hat in Q2. Even if it does, that might not work for the SP any more than the last 2 quarters did.
thesmokingman
Active Member
NVDA has been cut in half this year. Apple on the other hand is only down what like 20%?
lafrisbee
Active Member
Sweden Finland to NATO ain't gonna be stopped. And Ukraine is going to Spend the $40 Billion of the Lend Lease before any talk of a treaty is going to happen. China just acknowledged that Crimea belongs to Ukraine so the WAR is going to end with Ukraine being made whole again.
Now back to something predictable...like the Stock market
insaneoctane
Well-Known Member
This macro slide has certainly clouded the present, but I think many here are sticking to their conviction that TSLA is going to continue to do amazing things. This crazy PE compression doesn’t illustrate the fact that, like many Wall street darlings, people initially think that TSLA is too expensive and they missed the opportunity to buy it. But with Tesla's sales, margin, demand and money printing outlook being what WE recognize here, there's plenty of time to catch this train. People will figure it out like they did with APPL and AMZN at this stage of their S-curves. Hard to believe any investment in TSLA at today's levels (bottom or not), will be anything other than genius in the long run. I personally mis-timed this entire macro melt down and bought in further at $1,050 and $850...which is poor timing in the short term, but ultimately will still be great. I picked up some more at $788 a couple days ago, but I am really tapped out. It's a really tough market to time! Accumulate & HODL
If you look at the pattern today, seems like a rotation into risk. Dow being the laggard, then S&P, Nas, Russell, and then meme stocks lead the way.
We see this pattern even in the tech sector where higher PE stocks lead the way while lower PE stocks went lower.
What I would give for Tesla go all out on shorts/hedge funds in Q2 buy pushing to the limits to reach Q1's P/D + FSD wide release to unlock the deferred revenue + tax allowance recognition + stock buy back plan announcement + stock split ratio announcement
It's not going to happen, but it would be glorious. I wouldn't even care about the money. I just want to see Wall st bent over.
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I definitely see the overall pattern and that's positive. It's a clear sign of the rotation happening back into growth. And the volumes today make that even more convincing.
But with TSLA specific, it was disappointing to see it capped and then held down starting at 11:08 this morning (pacific time). It won't mean anything come Q3/Q4, but it does tell me Wall St is intent on keeping TSLA low until Q2 passes. I expect the FUD for the next month and a half to be unbearable.
Elon helping Ukraine via twitter via SpaceX. Jamming has so far been defeated. Bravo Elon.
www.euronews.com
'If not you, then who?': Besieged Ukrainian asks Elon Musk for help
Sergei Volyna asked the billionaire SpaceX founder for help getting his troops out of the besieged Azovstal steel plant.
www.euronews.com
There will always be intent by some to take Tesla down a leg (we all know the level of short interest in the stock). There was a lot of strength to the stock today and while it was below the Nasdaq as a whole... today was a bunch of small and medium caps leading the way there. Which as another poster stated is typically a leading indicator. Tesla is a mega cap now and when runs up happen with the whole market, there will be a lag... then it will rocket and lead the way up. It is going to happen again whenever the runs starts (and I think Monday/Tuesday is as good of bet as any). Also of note the put/call ratio looks pretty strong for Tesla today.
If a run by the Nasdaq gets going and gets back above 13,000... I'd be shocked if Tesla isn't back up to 1,000... maybe 1,050.
Robinhood up 20% AH. May fit into that thesis.Just to add a little bit of professionalism to my hopium post about trash stock first to crash and first to lead us out.
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Small Caps Shine
The Russell 2000 outperformed large caps as semiconductor stocks neared record highs. Could bond yields be close to bottoming?www.investopedia.com
" Small-cap stocks are considered by many to be both a gauge of investors' risk appetite as well as a leading indicator of the broader stock market. Therefore, when we see the Russell 2000 surge, especially when large caps lag, it's often seen as a sign that investors are willing to take more risk. And if this is indeed the case, the large caps could soon follow higher."
thesmokingman
Active Member
I found that tweet, and there's a lot of replies.Elon helping Ukraine via twitter via SpaceX. Jamming has so far been defeated. Bravo Elon.
'If not you, then who?': Besieged Ukrainian asks Elon Musk for help
Sergei Volyna asked the billionaire SpaceX founder for help getting his troops out of the besieged Azovstal steel plant.
thesmokingman
Active Member
It's probably more like short covering cuz like who in their right mind thinks Hood is a good bet?
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