Buckminster
Well-Known Member
Trevor Milton for COO - best of both worlds?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
2daMoon
Mostly Harmless
Contrary to several others (looking to support a 'victim' mentality), I always read that "last out" to mean that when he sells his last share he will be the last one out.
It never occurred to me to interpret the statement to mean he wouldn't sell any shares at all until after everybody else sold all their shares. That would be a ridiculous expectation to take away from that statement.
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What is coming for 2023?
Not the stuff we know - Cybertruck, more Giga factories, IRA kicks in, etc..
That's not what I mean, for years Tesla has been doing the opposite of sandbagging; announcing cars with long wait times, talking about what they are going to do and then doing it... albeit later than expected.
I see 2023 as the year that Tesla starts sucker punching Wallstreet.
We have been given some breadcrumbs, but unlike Hansel and Gretel have not allowed ourselves to follow them.
Tesla CN legal (their president) stepped down yesterday, has been in the USA for a while now helping at Freemont, Sparks, Reno, Austin..
That's probably nothing... right?
Both Elon and Franz have talked about the best thing they are working on (hint, it's not the CT) but they can't reveal yet...
That's probably nothing too, right?
Tesla Energy is making it's own Giga Energy factory concept in Lathrop - which was built and scaled in months (not years) and is cranking out utility scale Mega Packs with good and going to great margins...
They will probably not build anymore of those right?
Tesla insurance sure seems to be in quite a few states now... and expanding to more and creating a complete eco system for recurring revenue.
But hey, no one really like recurring revenue, right?
What else is there, that I don't know about? I bet there is more and it seems that Tesla is just going to do it, let it hit the 10k and 10Q's and keep it moving.
The only other thing is, and I have literally no idea why it bothers me, Burnt Hair - by Singed...
Coming Q1 of 2023
Not the stuff we know - Cybertruck, more Giga factories, IRA kicks in, etc..
That's not what I mean, for years Tesla has been doing the opposite of sandbagging; announcing cars with long wait times, talking about what they are going to do and then doing it... albeit later than expected.
I see 2023 as the year that Tesla starts sucker punching Wallstreet.
We have been given some breadcrumbs, but unlike Hansel and Gretel have not allowed ourselves to follow them.
Tesla CN legal (their president) stepped down yesterday, has been in the USA for a while now helping at Freemont, Sparks, Reno, Austin..
That's probably nothing... right?
Both Elon and Franz have talked about the best thing they are working on (hint, it's not the CT) but they can't reveal yet...
That's probably nothing too, right?
Tesla Energy is making it's own Giga Energy factory concept in Lathrop - which was built and scaled in months (not years) and is cranking out utility scale Mega Packs with good and going to great margins...
They will probably not build anymore of those right?
Tesla insurance sure seems to be in quite a few states now... and expanding to more and creating a complete eco system for recurring revenue.
But hey, no one really like recurring revenue, right?
What else is there, that I don't know about? I bet there is more and it seems that Tesla is just going to do it, let it hit the 10k and 10Q's and keep it moving.
The only other thing is, and I have literally no idea why it bothers me, Burnt Hair - by Singed...
Coming Q1 of 2023
Thanks for sharing. Yea, my world view has been changed, too. I would have bet (and did!) Q3 & Q4 would have led to a massive run. Definitely realized I’m terrible w/ short term. I like your strategy. Good luck!!!!
Interesting info about Megapack. 2023 could be an amazing year for Tesla Energy.
2daMoon
Mostly Harmless
I’ve learned not to read the tea leaves too much, but that Q1 part is suspicious. Normally it would say something like “ships early 2023”.
Sorry. Feel your pain. And relief. Having closed a bunch of options and leverage yesterday, had my best night of sleep in a long time - even after taking a huge loss.
Olle
Active Member
A few observations:
Macro economy down and interest up -> hard to sell new cars
Accelerating EV transition -> even harder to sell ICE cars -> double whammy
If EV transition makes up for some of the overall collapsing car sales, Tesla demand should be just fine.
If recession drags on and ICE makers collapse, labor and raw material prices will eventually decline -> Tesla margins will increase.
These are some of my reasons for confidence in the stock.
Macro economy down and interest up -> hard to sell new cars
Accelerating EV transition -> even harder to sell ICE cars -> double whammy
If EV transition makes up for some of the overall collapsing car sales, Tesla demand should be just fine.
If recession drags on and ICE makers collapse, labor and raw material prices will eventually decline -> Tesla margins will increase.
These are some of my reasons for confidence in the stock.
2daMoon
Mostly Harmless
Victim mentality requirement - must get needle stuck in groove so record keeps repeating
Doing this is what generates the mantra necessary to support continued logic and reason impairment while making it seem practical to place blame elsewhere.
CYBRTRK420
Member
You have perfectly summarized my thoughts. It will be mindblowing. Sit tight and HODL
...so did we ever figure out what was going on just before 6:00 EST today??
Buckminster
Well-Known Member
19.5 market hours until P&D. What's the worst that can happen.
Probably just my buy order nothing less...
2daMoon
Mostly Harmless
Blue Light Special on Aisle "T"
What’s German for buying opportunity? I suppose it’s like a 45 letter word..
Doesn’t matter. It’s above €100 now, so everything is going to be fine forever.
Markets open with a big push up and then I see 70,000 shares on the ask hammering the bid down.
Strap in for another ride, if we overcome the seller or they finally run dry TSLA can explode today just like it did on the way down.
If they keep dropping 100K on the bid over and over….
Strap in for another ride, if we overcome the seller or they finally run dry TSLA can explode today just like it did on the way down.
If they keep dropping 100K on the bid over and over….
Teslaaktienkaufgelegenheit
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