woodisgood
Optimustic Pessimist
Gebbia could be considered (and probably will be by the Wall St types) as Tesla’s first outward-facing move towards launching Tesla Network.
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Bullish for Tesla Network, they need someone who knows the sharing economy. Who would be better than the one who started it?And corresponding blog post: Tesla Welcomes Joe Gebbia as New Independent Director to its Board
”By 2030, LMC Automotive estimates GM will outshine every other EV manufacturer with 18.3% of the market share, leaving Tesla in the dust with only 11.2%, followed by Volkswagen and Ford.”
GM's plan to go from almost nothing to production of EV's in very large numbers in a short period of time is fraught with risk IMO. It might not allow time for them to learn what they did wrong with the vehicles or with manufacturing and make changes without compromising their ramp.
In my experience, the trick is to check the market after some 420. Then it’s hard not to be happy and content.I fail to see why anyone would be happy or content with today's action.
I realize you’re probably joking but last time this came up a few months ago there were claims of at least a couple members with >$100M in TSLA. Wouldn’t be surprised if some of us actually do become billionaires, especially those who have call options with good timing during a giant bull rally.Who on TMC will be next?
There is, but I don't know where. You can ask in the other thread but I'm pretty sure it was about 10 days ago.
90% sure it was before the Fed meeting last Wednesday.
Listen to yourself. You're not wrong. TSLA needs to, and shortly will, splode. The only unknown is the definition of "shortly".Eh I'm annoyed as hell about how TSLA gets pushed around simply due to the options markets, but it's just the way it is until we get actual data that fundamentally makes TSLA cheaper on a valuation model which then forces the stock higher..............and then we get to enjoy the stock being pushed around by options at that new/higher valuation level .
Unless P/D numbers come in as a significant beat (I'd say higher than 370k), the stock might still be under the control of MM's leading into earnings. However that's when I expect a step up in "base" valuation for Tesla and opens up a new/higher range where MM's will play with it. I still think the lows TSLA hit back in June (the TTM P/E & Forward P/E lows) are the "baseline" in terms of how institutional investors view TSLA to be "cheap" or "attractive".
I think this is an important thing to point out because TSLA actually bottomed before the macro's bottomed and then refused to go any lower even when the macro's went lower. So TSLA's TTM P/E hit a low of 81 back in June. If Tesla does something like 1.35 GAAP EPS for Q3, at 300/share, guess where TSLA TTM P/E would be at?........................81
Could Wall St try to keep TSLA pinned to that TTM PE of 81 metric for all of Q3? Sure, they could. But if I use conservative GAAP EPS for Q4, at 300/share, TSLA's TTM P/E drops to 50-55. If TSLA prints the earnings and deliveries I think they will, then TTM PE drops into the 40's. I think MM's won't put themselves in that situation because that makes options trading entirely one sided and the volume on Puts would disappear because everyone and their mom knows the direction of the stock quarter after quarter if the stock is already at it's(or well below its) baseline valuation metrics.
The ramp plan would be how WS would value it.That to me would be a bombshell. But it's not going to happen. Haven't seen nearly enough anecdotal evidence of Semi's being made in those numbers. From what I've seen, I'd guess there's not even 100 Semi's out there yet.
But even if Tesla just announced that they will deliver 1,000 Semi's in Q4, it would still be a bombshell announcement.
I would be happy being a peasantry deca millionaire, which i was closing in on until Powell and macros caused a huge speed bump!I realize you’re probably joking but last time this came up a few months ago there were claims of at least a couple members with >$100M in TSLA. Wouldn’t be surprised if some of us actually do become billionaires, especially those who have call options with good timing during a giant bull rally.
That moron at CITI came out this morning banging the table on his sell rating.I fail to see why anyone would be happy or content with today's action. What crap-tacular day of trading. I'm just loving whatching TSLA be spoofed into obliviion as the macros do an end of close rally
Especially when it's crystal clear as to why TSLA is trading like it is today. And it's also why there's zero reason to be excited about days like yesterday. Stock is clearly still in the hands of MM's.
Likely to be on Sept 20. with 4.61M contracts traded.
Link: Yahoo Finance
But that just my guess and not for certain because the chart only show the trade volume and not the open contracts.
This web site provide historical option chain details, but need a subscription to access historical data to compare Sept 20 vs 21..
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I would be happy being a peasantry deca millionaire, which i was closing in on until Powell and macros caused a huge speed bump!
Gebbia could be considered (and probably will be by the Wall St types) as Tesla’s first outward-facing move towards launching Tesla Network.
This move guarantees Robotaxi users will be charged $100 "cleaning" fees for every ride.
Joe Gebbia (Airbnb co-founder) appointed to Tesla's board.
Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers.
(d)
On and effective as of September 25, 2022, Joseph Gebbia was appointed to serve as a member of the Board of Directors
Personal life
He lives in Austin, Texas.
That is my bet also.Especially true as it's starting in Las Vegas.
Until the Fed pivots, I seriously doubt TSLA trades above a PE of 125. Mostly like 100-115. Which is fine with me. That's a near 50% gain in share price to over 430-450 share price after Q4 earnings.Listen to yourself. You're not wrong. TSLA needs to, and shortly will, splode. The only unknown is the definition of "shortly".
I think we'll have a nice rational 135 PE on the other side of 4Q earnings. That's just my guess for a likely sploding window. That puts us quite a bit higher than today.