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

[ZeApelido]

Rumor has it instead of invading Taiwan, China is going to sell them EVs with LG pouch cells. Destruction guaranteed.

 

[MABMAB]

Given the issues with semi-conductors over the past 2 years and Taiwan's importance to that market (and its large impact to Tesla), I'd argue it is pretty critical to understand the situation in Taiwan, even if nothing but shows of force come of it.

You bring forth military fear
Show of force,
saber rattling
and they say it is a nothing burger.

Should everyone else bring nothing burgers to your and TMCs attention?

The level of crap and OT and meaningless discussions around here...

Not every armchair QB ought throw a pass!

 

[henchman24]

Looks like another day of big outperformance in the morning with MM's stepping in to cap and try and kill off volume. TSLA went from 12X the Nasdaq to now just 4X. Which is not surprising if you look at the updated options from this morning. The 1,000 Call Wall has grown significantly along with an increase in open interest in 1,000 + Calls that weren't there yesterday.

Much more incentive to MM's to cap hard now

On the flip side, a large amount of call buying raises the floor the market wants to get to. They likely want a cap of 1000 (that may or may not hold), but they will want to get much closer to 1000 now due to the influx of bought calls.

 

[henchman24]

You bring forth military fear
Show of force,
saber rattling
and they say it is a nothing burger.

Should everyone else bring nothing burgers to your and TMCs attention?

The level of crap and OT and meaningless discussions around here...

Not every armchair QB ought throw a pass!

It is simply my opinion that it is a nothing burger, but that doesn't mean I'm right. Also bits of news all over the place are nothing burgers, but worth attention. To think this situation has zero impact on TSLA is absurd. It absolutely has an impact and we'd be wise to keep an eye on it incase something does happen.

 

[thesmokingman]

Here we go, is the lid blown off? She's starting to go go go!

 

[StarFoxisDown!]

On the flip side, a large amount of call buying raises the floor the market wants to get to. They likely want a cap of 1000 (that may or may not hold), but they will want to get much closer to 1000 now due to the influx of bought calls.

Yeah I agree with that. This is all about MM's trying to keep control of the stock with their being anticipation of further buying pressure on Thurs/Friday. They just want to make sure they can keep the stock from settling over $1,000 by the close of trading on Friday

 

[wtlloyd]

Here we go, is the lid blown off? She's starting to go go go!

I'm getting giddy thoughts of $1000+ SP today...I think FOMO is starting to smoke.

 

[inconel]

Here we go, is the lid blown off? She's starting to go go go!

LCID has been pretty much on a straight line up today, over 7.5% already. Is it a general EV euphoria?

 

[mars_or_bust]

Pouch.

ouch

 

[thesmokingman]

LCID has been pretty much on a straight line up today, over 7.5% already. Is it a general EV euphoria?

Most of the EV players are up today, even the miners and refiners. EV euphoria sounds apt.

 

[SOULPEDL]

Did someone say Call Buying?

 

[capster]

Vanguard handled my proxy fine, control # was e-mailed on June 30th. IRA accounts.

Ditto

 

[Christine69420]

According to the Q&A in the proxy statement, most of the resolutions (1, 5-13) only need "Majority of the shares present in person or represented by proxy and entitled to vote" to pass. However proposals 2 and 3 (2 year director terms and eliminate supermajority voting requirements - both recommended by the board) require "66 2/3% or greater of the total outstanding shares entitled to vote" to pass. Furthermore, proposal 4, which endorses the 4,000,000,000 shares required for the split, requires the "Majority of the total outstanding shares entitled to vote" to pass. Note that proposals 2, 3 and 4 require a proportion to the total shares and not just those represented in person or proxy (more shares overall) than the other proposals to pass.

Therefore I suspect Tesla management is concerned they won't get enough votes for their proposals 2 and 3 and the proposal 4 share split to pass. You also have proxy advisory firms promoting some of the later proposals (ESG related etc that the board doesn't support) that some institutions would typically follow and so retail votes become more important.

Reading this it's frustrating to not be able to vote. Scandinavian broker Nordnet holds the shares on our behalf and does not vote with them. Nor do they offer any way for shareholders of any US shares to vote.

Here is their explanation if there are other scandiwegians here:
Kan jeg delta og stemme for mine amerikanske aksjer på generalforsamling?

 

[TheTalkingMule]

Did someone say Call Buying?

View attachment 835759

Jesus, that's pretty stiff.

Looks to me like we'll break thru 920 on the next effort and maybe settle at 925 today. I'd reeeeeally like to see us close above 950 tomorrow before the meeting.

 

[StarFoxisDown!]

Most of the EV players are up today, even the miners and refiners. EV euphoria sounds apt.

It probably has to do with the EV bill vote that's coming up on Wed/Thurs. Traders getting in front of it, if it passes.

Though...................someone should probably tell Lucid stock holders today that since there's a price cap for any EV to get the credit, the EV bill doesn't help them one bit.

We should probably tell the Rivian shareholders as well since almost all of Rivian's trims do not make it under the cap.

 

[pdwitt]

Most of the EV players are up today, even the miners and refiners. EV euphoria sounds apt.

Lucid reports earnings tomorrow.

 

[thesmokingman]

Lucid reports earnings tomorrow.

Well we know the pop isn't based on metrics.

 

[elasalle]

https://twitter.com/x/status/1554483817578221568

 

[MartinAustin]

Well the market is falling off a small cliff at the moment.... and TSLA falling harder

 

[hobbes]

Those estimates are kind of missing two giant factories, one of which is like a mile long.

So they are misleading in the short run and are getting more and more so each week.

Would be misleading if he had labelled it "Tesla" and omitted that Austin and Berlin were not included. But he clearly labelled it Fremont and Shanghai. Even though Austin GF is large, that doesn´t change the fact that in the beginning of June they were early in the ramp and output was negligible in comparison.

On getting more misleading every week, do you also complain that the weather forecast for yesterday isn´t correct today?