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

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True, but a day is a lot different than forever and Tesla isn't a dealer. Now if they had given up their order (and that vehicle) that's different, it would go back in inventory; however, does that now mean if a person is willing to pay today's prices they can buy one off the lot? A bit of a conundrum there, that's why I think there's more to the story.
We don't know if it'll take a day to get finances. But this is interesting...Tesla should officially start a standby queue at the service center.
 
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True, but a day is a lot different than forever and Tesla isn't a dealer. Now if they had given up their order (and that vehicle) that's different, it would go back in inventory; however, does that now mean if a person is willing to pay today's prices they can buy one off the lot? A bit of a conundrum there, that's why I think there's more to the story.
Tesla normally gives you 3 days from when they notify you to take delivery or they give the car to someone else. (And if you don't schedule a time in that 3 day window within 24 hours they give it to someone else...)

Being EOQ they probably asked if they could get financing resolved by EOD, and if not just put them back in the queue for the next match to what they ordered.
 
We don't know if it'll take a day to get finances. But this is interesting...Tesla should officially start a standby queue at the service center.
More I think about it, I believe the initial buyer surrendered the vehicle and the new buyer was just lucky enough to be in the right place and the right time with adequate financing (or cash) available.

I checked 200 miles around Fremont and there are now 9 Model S Plaids available as Mongo said in inventory that could be driven home today... if you have a spare $153,990 plus tax and license in your wallet that is.

I bought an E-Class Mercedes for $20K using my debit card and drove it home once, but these might be a bit too pricey for me. Right now that is. We'll see next year!
 
I have good feeling about this Q:
  • No EoQ push email
  • Franz went deliver cars
  • Elon went on vacation today
  • I drove from LA to SF last Friday and counted almost every Tesla truck has at least one Model X on it
  • Elon used the phrase “more likely than not” this quarter which IIRC was not in his usual vocabulary
/s

Have a nice weekend everyone!:cool:
 
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I have good feeling about this Q:
  • No EoQ push email
  • Franz went deliver cars
  • Elon went on vacation today
  • I drove from LA to SF last Friday and counted almost every Tesla truck has at least Model X on it
  • Elon used the phrase “more likely than not” this quarter which IIRC was not his in usual vocabulary
/s

Have a nice weekend everyone!:cool:
I don't fully understand the doom and gloom around Q2 results.

I view the China factory shutdown as temporary, so I'm tending to compare to Q2 2021, on a YOY basis I expect the same or better, especially with more Model S/X deliveries in the mix.

I don't understand why analysts are revising price targets on the basis of temporary factors.

COVID related shutdowns and raw materials challenges might occur again in future, but there have also been plenty of impacts 2020-2022. ultimately these are temporary rather than permanent.

Same for inflation and recession, evidence is mixed, but IMO these are more likely to be temporary rather than permanent impacts.

The main worry in any recession is a downturn in demand and a build up of inventory, so far no evidence at all of that kind of impact on Tesla, lots of evidence suggesting demand exceeds production.

Same with issues relating to ramping of 4680 cell production, IMO temporary rather than permanent,.

So perhaps I'm missing something, I have been waiting to see what numbers are posted here:- Near-future quarterly financial projections
 
Prufrock is designed to tunnel at 1 mile / wk, so less than a month to make a 3.2 mi tunnel from LVCC to McCarran. But that's for a single tunnel; TBC will need multiple tunnels for 2-way traffic, plus building the air shafts, the pax terminals, etc...

Even Gary the Snail couldn't do it any faster than that. :p

Cheers!

More significantly- virtually nobody wants to go from the airport to the convention center.

You want to go from the airport to your hotel.

So until they build at least a few more hotel stations the airport one doesn't make a ton of sense.

Not to mention, that route is going to be the slowest at loading/unloading passengers... because going to/from the airport everyone will have luggage to pack into the trunk or wherever-- versus folks just zipping between the hotels/casinos/convention center/sports arenas without a bunch of suitcases to load and unload-- so ideally by the time they get to the airport the authorities have authorized higher speeds too.
 
Q2 Estimates in the USA.
Tesla +53% . . . . the rest of the industry struggle.
Source: Automotive News
1656725997733.png

*Estimate
**Reflects Aston Martin, Ferrari and Lotus sales estimates.
 
I can't say exactly why, but today feels like a 'win'. ;)

View attachment 823662

Oh, maybe it's the 2.0x Macros: (+1.24% TSLA vs +0.61% QQQ)

View attachment 823672

Yup, that's definately it.

Cheers to the Longs!

I didn’t realize how much I was just looking at avatars to know who posted. I guess I will have to adapt.

I like the relative strength of TSLA compared to Nasdaq. I hope this will translate in a great response to P&D report and earnings calls.
My worst nightmare would be to see a NFLX like -30% because of a delivery number miss cause by the 20% missing in Shanghai. Hope the market relies more on guidance will all the positive catalysts coming with all factories fully operational than a miss from an isolated event.
 
Q2 Estimates in the USA.
Tesla +53% . . . . the rest of the industry struggle.
Source: Automotive News
View attachment 823790
*Estimate
**Reflects Aston Martin, Ferrari and Lotus sales estimates.
Forward Observing

@The Accountant, hopefully you will not have issue with my comment. But, it is about gD time someone displayed this kind of data. This paints the picture of decline of fossil fuel such that the average mud peddlers can understand the clues.

Someone provided a link that was an interactive chart that gave real data as to the scenarios going forward. Assuming, I worded that correctly, anyone remember and or have the link?

Again, @The Accountant for this chart. Makes me want to vote for the split 😅😂🤣:cool:

Cheers
 
More significantly- virtually nobody wants to go from the airport to the convention center.

You want to go from the airport to your hotel.

So until they build at least a few more hotel stations the airport one doesn't make a ton of sense.

Not to mention, that route is going to be the slowest at loading/unloading passengers... because going to/from the airport everyone will have luggage to pack into the trunk or wherever-- versus folks just zipping between the hotels/casinos/convention center/sports arenas without a bunch of suitcases to load and unload-- so ideally by the time they get to the airport the authorities have authorized higher speeds too.
Airport to the monorail stop at the convention center so I don't have to taxi makes sense to me.

 
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Airport to the monorail stop at the convention center so I don't have to taxi makes sense to me.



It really doesn't though.

Since you'd be passing most of the strip hotels to GET to the monorail (LVCC is near the far end of the strip compared to the airport)


Also the monorail is awful, a huge pain to get to/from with luggage. doesn't go to a bunch of hotels at all, and was such a failure it's been bankrupt multiple times.

Seriously I've been to vegas a bunch- the monorail is hot garbage. Exactly the sort the Boring tunnels will eventually fix.

But right now I'd pay $50 for a taxi direct to my hotel before doing "Airport boring tunnel to convention center then transfer to monorail at convention center to a monorail stop that's probably not only NOT at my hotel, but a 10 minute walk TO my hotel, very possibly on the other side of Vegas Blvd-- all with luggage"

And a taxi is more like 25-30 bucks with tip to most strip hotels-- Ubers even less. And they drop you right out front of your actual hotel, carrying your luggage the whole way.