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

[WattsHappening]

How about a late rally to close out the day.....mmm...ok?

Ya, let's make those who wrote $210 calls expiring tomorrow squirm in their seats!

Oh wait, that's me.

 

[wipster]

View attachment 942998

Hilarious! Especially with the piece on CBS Mornings this morning about Waymo driverless taxis and how they are converting their fleet to electric Jaguars... couldn't write it any better!

p.s., no mention of their requirement of geo-fencing or that Tesla's don't need no stinking geo-fences...

 

[Curt Renz]

TSLA closed above its 200-day SMA (simple moving average) on Tuesday and Wednesday, and has remained above all day today. A promising technical sign to kick off a new month as pension funds begin putting fresh money to work.

 

[UkNorthampton]

Huge demand for batteries - economics - UK 'power dumping' raises concerns over energy management - Energy Live News

Part of why Belgium/Netherlands may have paid Tesla users to charge.

“This kind of high price reversal event is likely to occur on any sunny weekends this summer. As a response to the high energy prices last year, industrial and domestic consumers in Great Britain, Belgium, the Netherlands and France have responded by installing solar panels; this has resulted in a big increase in solar generation on sunny days.

 

[Skryll]

Ya, let's make those who wrote $210 calls expiring tomorrow squirm in their seats!

Oh wait, that's me.

Yeah I need to pay the contractors soon anyways

 

[Buckminster]

Could as much as 50% of the volume in the past two days be ESG related? ESG funds buying as well as FOMO from others expecting ESG funds to buy.

 

[2daMoon]

Huge demand for batteries - economics - UK 'power dumping' raises concerns over energy management - Energy Live News

Part of why Belgium/Netherlands may have paid Tesla users to charge.

View attachment 943038

I'm sure they already have their backorder in for their Megapacks, right?

Right? ​

 

[FastEddieB]

AAPL plunged during yesterday's Closing Cross, just as TSLA bounced. Speculation is money moved from A to T.

View attachment 942981

I personally would not consider $1.50 pull back on a $180 stock a “plunge”. For long term investors it’s not even a hiccup.

 

[Buckminster]

Do you ever read traditional media and think didn't that happen like a week ago?

Do you ever think was it just 24 hours ago that Elon travelled to Shanghai from Beijing and now he is back in Austin? Does he have a Time Machine?

Do you ever think that it is impossible how much a group of companies can deliver in 24 hours?

Well this guy writes an extensive tweet on just that - and it really is extensive.

https://twitter.com/x/status/1664362535993188360

 

[wipster]

Don't know if this has been posted, but if this is real, they'll sell millions IMHO.

https://twitter.com/x/status/1664295759024648193

 

[bkp_duke]

Don't know if this has been posted, but if this is real, they'll sell millions IMHO.

https://twitter.com/x/status/1664295759024648193

Like the look, but suspect it is CGI for several reasons (pixelation grain, lack of reflection from any nearby surface, and looks to be mirror image of the previous spy shot in the background, just edited on the car itself).

But yeah, s3xy.

 

[wipster]

Like the look, but suspect it is CGI for several reasons (pixelation grain, lack of reflection from any nearby surface, and looks to be mirror image of the previous spy shot in the background, just edited on the car itself).

But yeah, s3xy.

Yeah you're probably right, plus no mirrors. But, if it's close, damn... I even like the new aero wheels!

 

[UkNorthampton]

I'm sure they already have their backorder in for their Megapacks, right?

Right? ​

Loads of Tesla energy (battery storage) projects in UK, both planned and in operation. I just think the backorder is more like a ever-growing queue. FOMO (Fear of Missing Out) on Megapacks. Just make sense economically to support cheapest energy supply - renewables.

Tesla Megapack Tracker

Map of Tesla and other big battery installations. And more info around battery storage...

lorenz-g.github.io

 

[Artful Dodger]

I personally would not consider $1.50 pull back on a $180 stock a “plunge”. For long term investors it’s not even a hiccup.

Okay (since you like math), move that $23.6B in new capital to TSLA's order book over 10 minutes, and see how it affects the clearing price.

 

[BrownOuttaSpec]

Pardon, anybody know what the 3-letter-acronym "SDS" means in regards to Tesla China? As in "Tesla China SDS teams"?

@elonmusk "Congratulations to Giga Shanghai & Tesla China SDS teams for their excellent work overcoming many obstacles over many years!!" /Twitter (1 hr ago)​

TIA.

I haven't been able to find anything documented but to me it seems like Sales, Delivery, and Service or the the vehicle/customer lifecycle in non-factory locations.

 

[Mengy]

Don't know if this has been posted, but if this is real, they'll sell millions IMHO.

https://twitter.com/x/status/1664295759024648193

That looks like a fake render to me, someone's approximation, but it's probably a fairly good take on what it will truly look like. Nice job.

 

[phantasms]

FWIW FSD 11.4.2 rolling out wide as of a few min ago.

 

[willow_hiller]

FWIW FSD 11.4.2 rolling out wide as of a few min ago.

Worth noting that this version may be the one Elon was mentioning in his tweet about offering a free trial of FSD. The release notes explicitly mention smoothness, which is one of the features he said was a prerequisite for a trial to launch.

 

[y_naught]

I haven't been able to find anything documented but to me it seems like Sales, Delivery, and Service or the the vehicle/customer lifecycle in non-factory locations.

Hmm, all this speculation could have been avoided if he stuck to his rule #4: Elon Musk has tips for managers to increase productivity at work - Avoid Large Meetings

 

[bkp_duke]

FWIW FSD 11.4.2 rolling out wide as of a few min ago.

Yep, installing right now. Time for some evening drives.