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

[betstarship]

Welp, glad I didn't sell any TSLA last week!

 

[Artful Dodger]

Choose your own narrative:

Bears: Demand problems in China cause Tesla to export to Canadia!

Bulls: Demand in North America so great Giga Texas and Fremont cannot product enough cars to meet demand in Canadia!

IRA: Sell your Made-in-USA bty/cars in Canada, receive no production credit. Sell Made-in-USA in the USA, get production credits for the batteries and the Consumer gets ↓ sticker $$.

BTW, Troy, Michigan is the home of GM Headsquatters. Jus' sayin'...

 

[Webeevdrivers]

But... you can charge this new Y to 100% every day for years. Can't do that with the old one... 90% was recommended

TSLA is almost at a 7-month high! Needs to get to ~$215 for that

No. 100 percent for road trips. There are lots of folks pulling trailers with model Y’s. It makes a difference.

Hope they make it available someday again.

 

[AndrewZ]

more jobs = less recession = good
more jobs = inflation pressure =bad

can't keep it straight

Everyone is likely keeping it in their respective lane, it’s just that a given tidbit of information can be spun as positive or negative depending on perspective and the narrative you want to push.

 

[Unpilot]

Welp, glad I didn't sell any TSLA last week!

Raises hand.....but a Dog has to live ya know.....not so much cats.

 

[betstarship]

Raises hand.....but a Dog has to live ya know.....not so much cats.

(tbh, the mortgage loan application hasn't gone through so still waiting on that before selling any TSLA lol)

 

[MikeAtkinson]

https://twitter.com/x/status/1664637044549726210

I wish I knew what that was refering to, and what it meant

Edit: perhaps something Twitter related.

 

[StapleGun]

Perhaps I'm not the first to speculate on this, but I think there is about a 10% chance that we see a Form 4 from Elon tonight buying back some of the shares he sold last year. Maybe $1-$2B. The last 3 days have felt like the reverse of his selling sprees last year when the stock would always underperform despite no news.

 

[madodel]

https://twitter.com/x/status/1664637044549726210

What does that even mean? What sink in?

 

[GhostSkater]

Finally Cybertruck castings spotted

https://twitter.com/x/status/1664644901772963845

Compared to the body leak

 

[EVMeister]

What does that even mean? What sink in?

Just an Elon enigma. I'm sure he revels in any speculation on what he actually meant by that.

 

[Unpilot]

While the current rise in SP is nice....keep in mind we are still about half from ATH.

The crooks still own me 1/2 of my portfolio back.

 

[insaneoctane]

Maybe they are thinking that daily charges from 60% to 80%, basically every time you pull into the garage at night, vs charging every 3 or 4 days from 10% to 100%. I don't know about 8X, but that would definitely make a big difference in battery health over time.

Would it? Wouldn't calculating the battery's average nightly charge be a good measure of health, where approaching an average SOC of 50% is best for health and longevity? Charging every night to 80% would increase the average nightly SOC.

 

[Skryll]

So I have been in a much better mood with TSLA rallying this week, with that said I wanted to write a little about why I am more cautious in this market than even a few months ago. [.. I

3. Auto Lending seems to be tightening. I [..]

How about 4. Several(?) home insurance companies are not going to renew their fire home insurance policies in California; I.e. State Farm. Those are required if you hold a mortgage.

Wondering if this is another domino related to finance instability of the US economy

 

[Right_Said_Fred]

While the current rise in SP is nice....keep in mind we are still about half from ATH.

The crooks still own me 1/2 of my portfolio back.

I know Elon sold a lot of shares last year, but that does not make him a crook

 

[AndrewZ]

What does that even mean? What sink in?

Probably scrolling through twitter while sitting on the can, noted the sink in the washroom, typed in four words, people around the world clamoring to decipher the hidden meaning

 

[Unpilot]

I know Elon sold a lot of shares last year, but that does not make him a crook

Agreed...but the front runners and MM are.

 

[2daMoon]

TSLA Starship to Mission Control , we have experienced a doubling of the SP

Repeat, the SP has doubled in 2023


Mission Control to TSLA Starship, our readings indicate you are go to proceed with second doubling

 

[Artful Dodger]

This propensity, known as “hallucination”, is now seen as a significant threat to the integrity of information.

Yet (oddly enough) hedgies feel right in their comfort zone - Not everyone values 'truth' equally... A.I. likely picked up this hallucinatory habit by emulating Wall St. shortQ's

 

[insaneoctane]

78M shares traded within the first 2 hours of trading day is solid volume on this Friday.