That’s what we thought in the sixties. Turns out all that happened was that most of our generation turned into greedy old people.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Xepa777
Banned
Yah the Twitter overhang thing is a BS narrative from Dan, who is just crystal ball spitballing talking points to be as relevant to CNBC as possible.
Never heard of this Coatue hedge fund before but they seem pretty good. Managed the crash well and sounds like they’re starting to buy back in.
Edit: Read a paywalled article with all the slides and they still seem bearish on macros through earnings. I’m not sure if they’re actually buying yet.
Here is a profile on them, brief mention of TSLA:
www.newcomer.co
“Coatue has started to stake out — at least intellectually — bullish positions on Tesla, DoorDash, Nvidia, Snap, and others.”
Edit: Read a paywalled article with all the slides and they still seem bearish on macros through earnings. I’m not sure if they’re actually buying yet.
Here is a profile on them, brief mention of TSLA:
Folk Songs & Stock Charts: Coatue Is Ascendant After Besting Hedge Fund Rivals in the Downturn
Philippe Laffont's hedge fund doesn't plan to let a good crisis go to waste. Exclusive slides show the hedge fund's performance.
www.newcomer.co
“Coatue has started to stake out — at least intellectually — bullish positions on Tesla, DoorDash, Nvidia, Snap, and others.”
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JusRelax
Active Member
Looks like Tesla is working on a V3/V4 dual cable supercharger. Makes me wonder if V4 may not be compatible with previous versions; potentially maybe even a different connector?
The $100 might be pulled out of you know where, but TSLA took a huge dump after the deal was announced, so I don't think there is nothing to it. The magnitude is the question.
JusRelax
Active Member
$500M worth of Megapacks spotted at Giga Nevada:
TheTalkingMule
Distributed Energy Enthusiast
I've never found Dan Ives insightful or of any more value than most of the people here. He's just cheering for his team IMO.
Share price is a measure of what someone's willing to take for a share at a moment in time. Float expansion can distort that share price with a group of MM's willing to utilize it, but that goes out the window when shares be one scarce again.
I don't see too many folks, retail institutional or otherwise, being willing to sell below 1200 in large chunks. Therefore all we need to see is a rush to buy. Printing a $14+ EPS figure for 2022 should do the job.
I don't think Dan Ives even has an opinion on what Tesla Energy could be doing 18-36 months from now.
Came across Coatue many years ago… they were very good back then and given their tenure should be even better now.Never heard of this Coatue hedge fund before but they seem pretty good. Managed the crash well and sounds like they’re starting to buy back in.
Edit: Read a paywalled article with all the slides and they still seem bearish on macros through earnings. I’m not sure if they’re actually buying yet.
Here is a profile on them, brief mention of TSLA:
Folk Songs & Stock Charts: Coatue Is Ascendant After Besting Hedge Fund Rivals in the Downturn
Philippe Laffont's hedge fund doesn't plan to let a good crisis go to waste. Exclusive slides show the hedge fund's performance.
“Coatue has started to stake out — at least intellectually — bullish positions on Tesla, DoorDash, Nvidia, Snap, and others.”
Just don't assume that Tesla will get paid for them, they could be for the storage install at GigaTexas.
I can add one more point why you cannot trust other shareholders to vote in your interest.
During the dip many of us converted some shares into leaps, the one who sold those leaps would mostly be market makers and they would buy some shares to hedge the risks, now if the share price runs they would be in a sea of hurt(again). Guess how they are going to vote with the shares they have?
Shoot, there go my plans for Chile. I guess I'll have to wait for TSLA to recover and buy a mountain.
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Should I wish for unemployment to rise tomorrow more than expected?
U.S. Economic Calendar - MarketWatch
U.S. economic calendar consensus forecasts from MarketWatch.
www.marketwatch.com
Seems weird and I'd feel better if the Fed would be more of a stabilizer than a destabilizer.
StealthP3D
Well-Known Member
OMG, this thread has gone to the birds! Pull it together people!
I happened to discuss this with a stock account manager yesterday (ML). They generally feel the market is about bottomed. A rise in unemployment would be confirmation that rising inflationary pressures are losing sway over the economy. Not advice of course.
On Twitter, I don’t see any reason Elon would walk away unless his family waves him off. If he did walk, the question is where better to put his cash from selling TSLA shares? Does he want to diversify or just return to Tesla?
I sometimes wonder if he might buy the SNL franchise from Lorne Michaels one day. We’re also going to need an entertainment industry beyond computer games on Mars as I see it.
Are you avoiding "gone to the dogs" to manage Krugerrand sensitivities?
The dog days of summer have just started. It is our time. Cat sensitivities are not our concern.
Dog days - Wikipedia
Yes, "long dead before we break even" is THE most important consideration. NOT.
If I read this one more time I'm going to blow a gasket. Heaven forbid anyone spend a few extra dollars to help ensure a livable planet for generations to come . . . .
Look, I get it: PV, and even the Tesla Solar Roof can be "spendy." Do it anyway: If you're here reading this forum, you likely have the money. Have you ever seen a hearse with a U-Haul trailer in tow? Not me.
Do the right thing: Spend the money; help leave a useable planet for others. If you don't understand the risk we, collectively, pose to our lifeboat in the solar system with unchecked GHG dumping, please review "Positive Feedback Loops" and watch this gif:
(And I'm speaking as someone that dropped nearly $30k to replace two perfectly functional methane furnaces with SEER 24-ish heat pumps, and had the methane/gas company come and remove their damn meter from our house. It's the First Rule of Holes: When you're in one, STOP DIGGING.)
"Every time you spend money, you're casting a vote for the kind of world you want.”
― Anna Lappe
(So please, EVERYONE, stop sending money to your local fossil fuel company, stat.)
Paracelsus
Active Member
We have used this with great satisfaction in Northern Idaho (where we also lived at the end of the grid) and Minnesota - and even better is that the batteries are compatible with every other EGO tool - all of which we own here in Florida. (had to take a break from posting and have done a poor job of keeping up with posts in the last few months as we have just moved from Idaho to Florida). We bought a previously owned home that is an energy consumptive beast, but are in the process of reducing energy use and taking it off the grid anyways - to @TSLA Pilot point that this must be done by those of us that can vote with our wallets - even though that process will include leaning hard on the HOA review board for the unique solutions we need to implement. Wishing you a speedy and enjoyable renewable transition!
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