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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Well Tesla delivered and produced 7% less cars after shutting down more than 7% of the quarter.
ThisStockGood
Still cruising my Model S 70 2015
I know. Itās my point. This is opposite worldā¦ and Iām not complaining
Seems a LOT of new M3 have been loaded onto ships in the final weeks of September, likewise new M3 has been stockpiling in Shanghai, waiting for permission to sell them
Q4 is going to be >500k I think, I can feel it in my waters...
Phobi
Member
Letās all be thankful of the real bullet we missed todayā¦
The Cramer buy recommendation.
Gonna be a grand Q4.
The Cramer buy recommendation.
Gonna be a grand Q4.
2daMoon
Mostly Harmless
2daMoon
Mostly Harmless
Looking good so far.
. *
You know better than to tempt Murphy with talk like that, don't you?
but, yeah, a new ATH wouldn't surprise today, just because... Wall Street
I don't need complements, I have a wife for that, no, wait...!Are you fishing for a complement on your mad divining skillz?
Always seems opposite when it comes to $TSLA, not complaining at all (Other than the fact that i did not pull the trigger when it was down $10 pre market). Onwards and upwards to Q4!
cliff harris
Member
An interesting collection of commodity price charts on x:
The basic conclusion is that at least at the commodity level, shortages are OVER, and this should soon feed through into low inflation. In fact it looks pretty urgent. I agree with Elon, at this rate, the fed risks deflation.
Which is relevant to us because it means rates could come down FAST once they start, which would be fantastic news to us, partly because raw material costs for Tesla will fall, and partly because lower rates mean more people can afford Cybertrucks and Highlands.
Lots of really good data-backed reasons to be a happy HODLer right now.
The basic conclusion is that at least at the commodity level, shortages are OVER, and this should soon feed through into low inflation. In fact it looks pretty urgent. I agree with Elon, at this rate, the fed risks deflation.
Which is relevant to us because it means rates could come down FAST once they start, which would be fantastic news to us, partly because raw material costs for Tesla will fall, and partly because lower rates mean more people can afford Cybertrucks and Highlands.
Lots of really good data-backed reasons to be a happy HODLer right now.
I agree economy looks not bad right now. The shortage led inflation seems to have disappeared. i suspect we are still in the midst of a many years long structural inflation due to reshoring, but thatās manageable. Rates wonāt come down to where they were, but will head to 3-4% which the economy can manage just fine. 2024 is looking pretty good right now, at least the second half, donāt know when the stock market will react.
Joe F
Disruption is hard.
Haven't seen this posted:
Tesla owners must arbitrate false advertising claims over autopilot feature- ruling
Q3 was about shifting Production into a Higher Gear.
I come up with approx 477,000 needed in Q4 to equal 1.8M, so shoot for 1/2M+.
I come up with approx 477,000 needed in Q4 to equal 1.8M, so shoot for 1/2M+.
MartinAustin
Active Member
Well, TSLA has completely shrugged off the risk from the Q3 numbers. Wa-hoo!
ER will be great. Tesla Energy is not reflected in the auto numbers
ER will be great. Tesla Energy is not reflected in the auto numbers
Correction, days of inventory is 16 for Q3. I goofed a step in the calculation. (0.218*75, not 0.218 shift the decimal).
larmor
Active Member
Or recognition that improvement to assembly lines resulting in lower cost of production?Well, TSLA has completely shrugged off the risk from the Q3 numbers. Wa-hoo!
ER will be great. Tesla Energy is not reflected in the auto numbers
Looks like share price is still following Model 3/Y delivery performance. At what point does this change? Q4?
As it looks like delivery performance is optimized for accuracy with the share price at this point (judging from this chart). Could today's post-Q3 and into Q4 performance be based on expectations from Earnings and Q4 delivery performance?
As it looks like delivery performance is optimized for accuracy with the share price at this point (judging from this chart). Could today's post-Q3 and into Q4 performance be based on expectations from Earnings and Q4 delivery performance?
Q3 was about shifting Production into a Higher Gear.
I come up with approx 477,000 needed in Q4 to equal 1.8M, so shoot for 1/2M+.
I think a key word in the press release was around 1.8M. To me, that implies something above 1.75M. If they were confident in 1.8M+, they would not have used that word.
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