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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
like Elon sell.. (oh I mean FED interest rate hikess ...) ??
Evidence We Might Be Living In a Simulation:
Elon selling causes enough additional short-selling that he margin-calls himself, over and over.
Elon selling causes enough additional short-selling that he margin-calls himself, over and over.
Elon (and we) laugh at this at the moment but there's enough volume here in the past few weeks to where big positions could be being made...big enough to have real input on the board and the way Tesla is run.
I'd put the odds of Elon being ousted as CEO as material at this point
Chamath is not really plugged into Elon World, so should not be expected to have insight into his activities. They are acquaintances only, as far as I can tell. But even if he were a friend, I doubt that he would know.
Unlike religion the main entity that you need to have faith in is yourself.
The market is the opinion of others, weigh that against your opinion.
I'm never surpised to find out that the market is wrong.
Unlike religion, we can find hard numbers, trends, product specs and likley future product specs and prices.
The next phase of the mission is cheaper EVs, Model 3 Highland and Gen3, no demand problem there. No demand problem for Semi, Cybertruck, Powerwall and Megapacks.
Should 4680 production continue to ramp, no shortage of in house and third party supplier cells for cars and energy storage.
Elon (and we) laugh at this at the moment but there's enough volume here in the past few weeks to where big positions could be being made...big enough to have real input on the board and the way Tesla is run.
I'd put the odds of Elon being ousted as CEO as material at this point
I agree. The risk of this has gone up significantly, from almost nil to in the realm of possibility. What's the saying? Fate loves irony?
I think he should have hammered the stock into oblivion when his offer was accepted once upon a time. He should have raised all the money he needed immediately. All uncertainty regarding financing would be done. He might even have money left over to buy personally if he so chose. The SP would be much better off now.TSLA Bagholder #1: "Elon selling a massive amount of shares doesn't do anything, it's the manipulators jumping on!"
TSLA Bagholder #2: "No Elon shouldn't sell drip-drip slowly all year, the manipulators would jump on!"
Count me (based on my experience in design control systems and non-linear dynamics) in the group that thinks a slow, steady selling would have been much more palatable and beneficial for all of us non-manipulators.
I am sure Elon agrees at the moment. Hindsight...
I listened to that segment and it was all "I think" and "maybe"
There is absolutely nothing even the remotest bit funny in what you showed. Without knowing anything about Ross Gerber other than what some of you have mentioned from time to time, for a person of Mr Musk's stature thus to misuse his intellect, his experience and his abilities, all the more so after having been gifted hundreds of billions of dollars worth of shares by TSLA investors - words fail even me. How many times has this community known me to be at a loss for words?
Just thought I'd follow up on this.
As of yesterday, SPY held 30,000,260 shares. It sold about 245,000 shares since Thursday and sits at 1.25% of the index (versus 1.24% Thursday).
Given a slight uptick in the weighting, but outsized decline of TSLA relative to SPY since Thursday, you can assume that SPY actually bought shares on Friday to address the increased float of TSLA. (Or, if it had excess redemptions on Friday, it didn't sell as much).
Net sales of TSLA simply reflect redemptions of SPY.
Yep. Whether or not now is the time to buy Tesla, it certainly isn't the time to sell.
The street is very pessimistic right now expecting a recession. That means that you are going to be very hard pressed to find another large cap stock with growth potential that is going to do any better than Tesla in the next 3-6 months (sure, you can always buy a dividend stock or a $100M market cap dice roll, but I'm assuming you stay within the type of stock that Tesla is).
We are expecting Tesla to outperform consensus earnings estimates for 1Q and 2Q even if we enter into a recession. What other growth large cap out there can you say that about?
And a recession isn't a guarantee by any stretch. There is a valid argument that it won't come to pass. In which case, huge pressure is lifted from all large cap growth stocks (P/E compression).
As to when to buy in ... I've already bought in a few times as the price has been falling, so who am I to judge. I may very well buy in again tomorrow...
We can only hope.Elon (and we) laugh at this at the moment but there's enough volume here in the past few weeks to where big positions could be being made...big enough to have real input on the board and the way Tesla is run.
I'd put the odds of Elon being ousted as CEO as material at this point
They must be careful to avoid the 10% mark.
Is he moving stock to cash ... is his clue explicitly in front of us ?
or his partners moving to cash, so he is being forced into action ?
thesmokingman
Active Member
Context is everything man and that was an overly dramatic post dude. And gifts... c'mon now.
This is a nonsense response from Elon - completely ignoring the much larger fall in TSLA vs other big cap & the SPY (made even more outsized a disparity given TSLA vastly better financial metrics)
Where is this tweet or video? Where did Chamath say this?
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