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

[StarFoxisDown!]

I agree. I think the Fed continues as planned:

50bps in Sep
25bps to 50bps in Nov
25bps in Dec
then stop

The main priority for the Fed was to appear Hawkish today while not changing their plan. . . .and they did the job.

I'm in the same boat in terms of my expectations, 50 in Sept, followed by 25 and 25 to end the year. By then, the inflation picture and the housing market having rolled in a big way will force the Fed's hand to stop.

 

[The Accountant]

I'm in the same boat in terms of my expectations, 50 in Sept, followed by 25 and 25 to end the year. By then, the inflation picture and the housing market having rolled in a big way will force the Fed's hand to stop.

And what a nice setup that would be; inflation tamed . . .Fed hikes ended . . . TSLA with huge Q4 . . . .Semi launched and only 6 months from the Cybertruck launch. To the moon!!!

I feel like Charlie Brown with Lucy teeing the football . . . but this time I'm kicking the hell out of it.

 

[Curt Renz]

It's a weekly options expiration day. A cursory survey of today's TSLA options data suggests that large option writers (hedge funds & market makers) with the ability to manipulate the share price may want to insure that TSLA closes today under $300 with an ideal target of $290. However, the relatively light trading volume might scare them away.

 

[Featsbeyond50]

Today's "Glass is Half Full" thought.

Tesla is outperforming their beta significantly. Where is @StarFoxisDown! when you need them?

I agree. Looking at my watchlist, TSLA is doing pretty darn good. Look at NVDA, for example.

 

[EVMeister]

It's a weekly options expiration day. A cursory survey of today's TSLA options data suggests that large option writers (hedge funds & market makers) with the ability to manipulate the share price may want to insure that TSLA closes today under $300 with an ideal target of $290. However, the relatively light trading volume might scare them away.

So they might be scared away, but the stock closes at $290 anyway?

 

[Artful Dodger]

Curious what time folks here think the larw sweet will be filed agin Dan'O? How's about a poll?

1. 4:01 PM ET
2. 4:20 PM ET
3. 4:69 PM ET
4. 7:30 PM ET

Closest answer wins a (gently-used) mannequin.

EDIT: Poll is now closed, and we have a winner. h/t @MP3Mike

Cheers!

 

[thesmokingman]

Soon macro day will be over...

 

[MP3Mike]

Curious what time folks here think the larw sweet will be filed agin Dan'O? How's about a poll?

1. 4:00 PM ET
2. 4:01 PM ET
3. 4:02 PM ET
4. 4:03 PM ET

Closest answer wins a (gently-used) manequin.

Cheers!

4:20PM?

 

[Ogre]

Curious what time folks here think the larw sweet will be filed agin Dan'O? How's about a poll?

1. 4:00 PM ET
2. 4:01 PM ET
3. 4:02 PM ET
4. 4:03 PM ET

Closest answer wins a (gently-used) manequin.

Cheers!

Lawr Sweet?

 

[AudubonB]

Only a gringo would think they could drive across the Darien Gap. Definitely no Lusophone would think that

The Darién Gap: What to know before you go. Wait. Maybe don't go

There are plenty of things that want to kill you in the Darién Gap. Dehydration, starvation, and getting lost should be the least of your worries.

www.themanual.com

My crazy Vietnam / Cleveland PD father did trek across it. Of course he also jumped out of a hotel window to chase after a "girlfriend" who ran way with the TV remote.

I'll wait for Boring Company to complete a tunnel first.

A very long wait. Good sources tell me, unfortunately for you, it impossible to jump out of a tunnel window.

 

[CyberShy]

Oh that's only one of the most expensive recalls ever known to humankind. And it's still unfixed as their EV's keep catching fire post recall.

The Chevy Bolt recall was $2B. And they’re not done replacing all the batteries yet.

Chevy Bolt EV Fire Recall To Cost GM $2 Billion | Knight Law Group

General Motors expects to recoup $1.9 billion due to an agreement with the battery manufacturer. Chevy Bolt owners should continue to limit charging capacity.

knightlawgroup.com

TSLA has had a fire here and there, but no recall of full packs. Whew!

 

[AudubonB]

You can brag from time to time. As a longtime Tesla/T-Mobile customer I simply detest waiting for my Tesla to have connectivity when I do my long-planned Pan-American Highway trip. Maybe fantasy for me, but entirely doable with good communications all the way. Smart trippers already plan for every welding shop adapter in remote parts.

This, seemingly a small deal, sets the stage for Tesla global vehicle connectivity on global terms. When considering the rapidly expanding footprint this is Real Money. JUST through cost savings alone this could mean >$100 million per annum additional revenue, solely with fleet Premium Connectivity improvements.
The source calculations I made are now being tested by a telecommunications maven (my nephew- >20 years doing network work with firms controlled by the then, world's wealthiest man.)

We have long speculated on the potential harmony between Starlink and Tesla. Adding commercial telecoms to the mix suddenly becomes transformational.

This adds measurably to TSLA value.

(my opinions, without supporting evidence nor proofs. Thus, don't believe me unless you do your own evaluation. When you do, you'll add to your assessment ofTSLA value.)

Let us know if you’d consider having us join you for at least a portion.

 

[Artful Dodger]

4:20PM?

LOL! Winner, winner, chicken dinner! The Poll is now closed.

Cheers!

 

[Xd85]

Any theory for the relative strength today? Elon buying?

Hope not to be jinxed

 

[thesmokingman]

The Chevy Bolt recall was $2B. And they’re not done replacing all the batteries yet.

Chevy Bolt EV Fire Recall To Cost GM $2 Billion | Knight Law Group

General Motors expects to recoup $1.9 billion due to an agreement with the battery manufacturer. Chevy Bolt owners should continue to limit charging capacity.

knightlawgroup.com

TSLA has had a fire here and there, but no recall of full packs. Whew!

No it's not. The total spent was 2B and that mostly on LG. My link and video addresses the LG issues. The Americans blamed it on the batteries.

LG agrees to repay GM $1.9 billion over Chevy Bolt EV battery recall

GM and LG announced that they came to an agreement over who is going to take on most of the...

electrek.co

 

[Artful Dodger]

And what a nice setup that would be; inflation tamed . . .Fed hikes ended . . . TSLA with huge Q4 . . . .Semi launched and only 6 months from the Cybertruck launch. To the moon!!!

FED/J.Pow sure got the job done this a.m. You have to go down all the way to #50 ConocoPhillips in the S&P 500 to find the first green equity. 2nd green ticker? #206 Electronic Arts Inc.

S&P 500 Companies - S&P 500 Index Components by Market Cap

 

[Artful Dodger]

Any theory for the relative strength today? Elon buying?

Max pain definately being defended. MMs aren't you're friend, but sometimes interests align.

 

[Prunesquallor]

FED/J.Pow sure got the job done this a.m. You have to go down all the way to #50 ConocoPhillips in the S&P 500 to find the first green equity. 2nd green ticker? #206 Electronic Arts Inc.

S&P 500 Companies - S&P 500 Index Components by Market Cap

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https://twitter.com/x/status/1563221215506239489

 

[lafrisbee]

Ant One:
Tesla is positively going to make a phone. think for a second. SpaceX is now in bed with the biggest US Carrier...and they don't make their a phone.
You know Elongineers are lubing the Slide rules...yeah I know I know that was in the past. Now they all have TI-99/4A's.

 

[Singuy]

Ant One:
Tesla is positively going to make a phone. think for a second. SpaceX is now in bed with the biggest US Carrier...and they don't make their a phone.
You know Elongineers are lubing the Slide rules...yeah I know I know that was in the past. Now they all have TI-99/4A's.

Tesla doesn't make things that have already been solved, and by solved I mean in scale. Tesla only specialize in products that solve problems but are hard to scale.