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

[jerry33]

Seems strange that when $TSLA rallies, headlines like this come out:

Tesla Stock Is Rallying Again. Maybe Ford Did It.

Shares of electric-vehicle giant Tesla are logging their fifth straight day of rising Monday. There are a few reasons for the big gain, but Ford might account for most of it.

www.barrons.com

I guess Ford's best path to profit is to purchase $TSLA.

 

[Krugerrand]

I think Farley and Musk have a friendly competition. Ford just made a series of posts on Twitter highlighting all the Myriad ways they are emulating Tesla. They didn’t put it quite that obviously, but they did come quite close:



It’s a pretty good thread. Though a bit pie in the sky, at least it suggests that Ford’s leadership’s head is in the right direction. Whether they will be able to execute on it is another question.

https://twitter.com/x/status/1660665470658260994

PS: Not recommending you invest in Ford at all here.

If only he had an English accent, then I might find him believable. He might have a shot for President; solid platform, talks a good game, but not much follow through.

 

[growler23]

TSLA close as of December 30,2022 $123.18
TSLA close today 5-22-2023 $188.87
$188.87divided by $123.18 = 1.5332 or 53.32%

TSLA open on 1-3-2023 $118.47
that is 59.42% as of today's close

TSLA all time low between November, 2021 through today was $101.81 on 1-6-2023
that is 85.51% as of today's close

TSLA has tremendous volatility.

Personally, I prefer stuff that has a lot less volatility-- like Tesla (as opposed to TSLA).

My prediction for this week (and you can take this to the bank):
"Still-ramping" Giga Texas will produce 5000 or more Teslas, which already have homes awaiting them.
"Still-ramping" Giga Berlin will produce 5000 or more Teslas, which already have homes awaiting them.

Bullish.

 

[Mengy]

More on topic for the thread, our stock is having a good morning so far! And yeah, I said it out loud!

 

[Nocturnal]

China has passed Japan in terms of auto exports.

Way back when we learned about how favorable Tesla's deal was with China this was the obvious goal of the CCP and also why I laughed off any FUD about China kicking Tesla out or whatever. Tesla is helping China become the dominant EV market and exporter. The US and Europe are very lucky that Tesla has a presence. The IRA is really critical for US auto.

China Overtakes Japan As The World’s Biggest Exporter Of Passenger Cars

The war in Ukraine has helped China’s car exports. Western countries have imposed trade sanctions on Moscow, so the Russian government has turned to China to supply its vehicles.

www.forbes.com

 

[Todd Burch]

More on topic for the thread, our stock is having a good morning so far! And yeah, I said it out loud!

But not as good a day as not-yet-profitable RIVN, turd-in-the-punchbowl LCID, or legacy copycat F!

 

[Tronguy]

Two things:

1. I'm very, very sorry that I even said the word, "antics" in my post about my getting a survey from Tesla. Mentioning that word seems to have hijacked the impact of the post, which was that Tesla appeared to be taking some kind of temperature on their user base. People have been going crazy about the criticism of Elon, back and forth, and that wasn't the post's intent. My apologies to one and all.
2. Going back to the original reason for that post: According to a number of outlets, Tesla Asia has today released a 2-minute video on Twitter discussing why this lady in Singapore bought a Tesla. Um. That's an ad. Watched it. Mainly about safety and features. I'm not good at posting embedded links, so maybe somebody else can do the honors?

Yeah, this is an investor's forum. But I think that this has something to do with valuation of the company, in terms of scaring up more customers.

--

Mod: the subsequent posts that hijacked the thread were moved to Off Topic Galore, including the ones where people started calling each other Nazi (in case anyone was wondering why the subject is off limits here).

 

[MP3Mike]

Going back to the original reason for that post: According to a number of outlets, Tesla Asia has today released a 2-minute video on Twitter advertising why this lady in Singapore bought a Tesla. Um. That's an ad.

No, that is marketing, just like the survey you received. (An ad would mean they paid for it to be delivered to you, and that was just a Tweet, not a promoted/paid for ad.)

I have always been fine with Tesla performing marketing, but I still think it is not yet time for them to start advertising...

 

[Nocturnal]

^ this one?

https://twitter.com/x/status/1659426844704374785

 

[Tronguy]

Yep, that's the one.

 

[Words of HABIT]

Yeah, I got one of those ,also. I don’t know anyone who clicks on anything on email or text anymore even from known sources. Tesla might rethink that one.

Agree. If Tesla is targeting existing customers it is far better to send a message via the Tesla app. This also avoids the email being allocated to the Junk folder.

 

[ThisStockGood]

More on topic for the thread, our stock is having a good morning so far! And yeah, I said it out loud!

Sure thing! And a third of the average daily volume traded during the first hour. Great stuff.

I’ve had enough of the 100’s. Let’s get back to 200.

 

[Chunky Jr.]

More Twitter overhang lifted?

Elon Musk cleared in lawsuit brought on by Twitter stock purchase, case dismissed

Elon Musk was the subject of a class-action lawsuit that was thrown out by a judge earlier this week, claiming the Twitter CEO cheated shareholders on several occasions in 2022 during his purchase of the social media platform. Plaintiff William Heresniak sued Musk last May, just a month after...

www.teslarati.com

 

[Artful Dodger]

U.S. Regional Bank stocks are up today, despite macro headwinds:

Components of the S&P 500 (sorted by ↓ %Chg)​

#	Company	Symbol	Weight	Price	Chg	% Chg
499	Zions Bancorp Na	ZION	0.011991	29.89	1.80	(6.40%)
284	Albemarle Corp	ALB	0.068743	217.74	11.24	(5.44%)
496	Comerica Inc	CMA	0.014787	41.75	2.08	(5.25%)
176	Moderna Inc	MRNA	0.118979	132.63	5.89	(4.64%)
501	Lincoln National Corp	LNC	0.009591	22.85	0.99	(4.52%)
458	Keycorp	KEY	0.027309	10.70	0.42	(4.04%)
182	American International Group	AIG	0.113937	56.07	2.11	(3.90%)
491	Norwegian Cruise Line Holdin	NCLH	0.016826	14.84	0.51	(3.52%)
487	Catalent Inc	CTLT	0.019226	38.83	1.32	(3.51%)
388	Everest Re Group Ltd	RE	0.040427	373.26	11.77	(3.26%)
170	Us Bancorp	USB	0.122574	31.91	1.00	(3.24%)
405	Citizens Financial Group	CFG	0.037878	28.04	0.85	(3.14%)
368	United Airlines Holdings Inc	UAL	0.044039	48.87	1.46	(3.08%)
344	Fifth Third Bancorp	FITB	0.04964	26.22	0.77	(3.01%)

 

[Artful Dodger]

I’ve had enough of the 100’s. Let’s get back to 200.

Likely to face some technical resistance at $200. I think we'll need macro tailwinds to get past the hump. A lot of bets are riding on the next FOMC meeting, and a pause in FED rate hikes.

 

[Tronguy]

No, that is marketing, just like the survey you received. (An ad would mean they paid for it to be delivered to you, and that was just a Tweet, not a promoted/paid for ad.)

I have always been fine with Tesla performing marketing, but I still think it is not yet time for them to start advertising...

No real problem with your comment.. but the definition of "advertisement" might need some adjustment, I think. No question: If, in the 1970's, one saw something talking about a product in a newspaper, radio, or TV, and it wasn't some kind of news show about the Evils of said Product (usually with burning bits lying about), then, definitely, it was paid for and it was an advertisement.

Now it's 2023. People are ditching cable right and left and watching video on non-traditional platforms. Like YouTube. And.. Twitter. Both of those services (and I'm sure there's lots more than those two) are ad-supported in one way or another. So.. Tesla's not exactly paying for that video, I think, but people's eyeballs are being attracted to the platform, which helps Twitter's bottom line.

Fuzzy boundaries.

 

[MP3Mike]

Now it's 2023. People are ditching cable right and left and watching video on non-traditional platforms. Like YouTube. And.. Twitter. Both of those services (and I'm sure there's lots more than those two) are ad-supported in one way or another. So.. Tesla's not exactly paying for that video, I think, but people's eyeballs are being attracted to the platform, which helps Twitter's bottom line.

Twitter/YouTube being funded by advertising, doesn't make anything posted on Twitter/YouTube an ad. It becomes an ad when the person publishing it pays a third-party for it to be delivered to people.

 

[Artful Dodger]

Now it's 2023. People are ditching cable right and left and watching video on non-traditional platforms. Like YouTube. And.. Twitter. Both of those services (and I'm sure there's lots more than those two) are ad-supported in one way or another. So.. Tesla's not exactly paying for that video, I think, but people's eyeballs are being attracted to the platform, which helps Twitter's bottom line.

I believe it will help to start small:



Cheers to the Madmen!

 

[AndrewZ]

Seems strange that when $TSLA rallies, headlines like this come out:

Tesla Stock Is Rallying Again. Maybe Ford Did It.

Shares of electric-vehicle giant Tesla are logging their fifth straight day of rising Monday. There are a few reasons for the big gain, but Ford might account for most of it.

www.barrons.com

Headlines like that come out because they get people clicking and sharing/reposting.

If they can annoy one group and ingratiate another, that's media gold right there

 

[Cosmacelf]

So TSLA is finally diverging from NASDAQ lately. If you go back three months (or 6M or 1YR), NASDAQ has outperformed TSLA, but the last one month performance is NASDAQ +5%, TSLA +16%. Last five days, NASDAQ +1.9%, TSLA +13.7%.