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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
TrendTrader007
Active Member
Yeah, it’s really sad. This is the same guy who sold at or near the bottom in late 2022/early 2023.
in my opinion, it’s a great contrarian indicator and when investors like him capitulate, we are probably at or near the bottom. As possible the stock may go even lower, but there’s good odds of this guy selling at or near the bottom again. truly sad.
Yep a few of those types posting here today, only in it when its goings good regards the stock price, Tesla is better off without them holding stock, I'll happily buy their shares at a discount while they go searching for the next unicorn.
Artful Dodger
"Neko no me"
Itinerant farm workers are one main issue. On one hand, they provide cheap labor, but on the other may cause a certain strain on social systems.
Tesla is uniquely positioned right now because Optimus bot could provide even cheaper farm labor, while dramatically reducing the load on social systems. Flips the narrative, so to speak.
Tesla is well-positioned to benefit from coming changes. A "robot-tax" (as formulated by Cern Basher) offers benefits to the social system via a large influx in new, growing funding, and huge profits for Tesla and Farmers.
UkNorthampton
TSLA - 12+ startups in 1
Van maker Arrival has departed (officially)
www.theguardian.com
UK electric vehicle maker Arrival enters administration with 170 jobs at risk
New York-listed company, once valued at $15bn, failed to launch its debut electric van
www.theguardian.com
Why attack each other without even adding any content? Really no fun here when the stock is down
.Had to mute the guy 3-4 months ago. Although I like to hear the other side, this guy reminded me of gamblers in the casino. Emotional highs and lows depending on what the stock was doing. Guaranteed he's playing the short-term options game. Never truly objective independent of what the stock was doing. Just noise.
I have been following him since 2003, so I was never under the misimpression that he and I agreed on everything or even a large majority of things. I tried to invest with eyes wide open, and hope that I succeeded. He is a hero of mine, but I disagree with him on a fair bit. Some appear incapable of holding both things in their head. It's mystifying how they can stay sane while being Tesla investors.
One thing that I have learned by watching him is that what he says or types is usually to play and win games. One of the biggest games in which he is involved right now is the Biden feud. This takes in Tesla, but it is by no means exclusive to Tesla.
Sorry to disappoint but I don't sell, I write close and very profitable calls. If the steamroller finally gets me I'll be gone.
FWIW here's the TSLA steamroller we keep hearing about from people afraid of options. It hasn't moved in a while. Sorry for the late reply I was out running up mountains and touching grass.
Artful Dodger
"Neko no me"
"the Market can remain irrational until you have your breakdown".
Mission Accomplished:
Krugerrand
Meow
The irony of the company name can not be lost. Maybe they should have named it Departure?Van maker Arrival has departed (officially)
UK electric vehicle maker Arrival enters administration with 170 jobs at risk
New York-listed company, once valued at $15bn, failed to launch its debut electric van
Krugerrand
Meow
Totally agree. But maybe start with the people who came here to say nasty things about Elon. Had they simply gave their stock ownership departure speeches without blaming someone else for their decisions, I imagine the responses would have been different.Why attack each other without even adding any content? Really no fun here when the stock is down
Hi, my name is Brian. Today I sold all my TSLA stock. It’s been wonderful getting to know everyone, but now I must depart.
Versus
Hi, my name is Brian. Today I sold all my TSLA stock because Elon sucks balls. I’m still going to hang around spouting venom about him because he’s not making me anymore free money.
There’s a difference. No?
Krugerrand
Meow
More disingenuous porridge from you.
Artful Dodger
"Neko no me"
What are you talking about? Who's talking about a steamroller? Having the good sense not to play options means that the steamroller doesn't come down your street. I do think you are dancing between the raindrops, but don't project your worldview on other investors.
The Chicago Board of Trade isn't helping Tesla achieve its mission. They've created masses of synthetic shorts created via Put options for shares that don't exist. Normally, this would negatively affect the company, if Tesla had any debt, or needed to raise funds from the Market. But that's not this world, so thanks Zack and Elon! (you led, and it mattered)
Wall St (and Chicago) can't hurt Tesla anymore. The only ones they can still hurt are retail gamblers. And they'll get around to it deliberately, just ask today's 'sink buoy'. Since Options are a zero sum game (less the croupier's rake), for every dollar you make in Options, a retail gambler loses more than a dollar (how much more we'll never no because of lax reporting rules).
Do you call this being 'afraid of options'? I call this being aware of a crooked, rigged
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Imagine what would happen if the US were to become the North American Economic Union and every state had it's own rules and language (all we have currently is accents... except for Spanish), but a common currency. What a cluster that would be. I find it amazing that Europe has been able to accomplish what they have in the relatively short period the European Union has been in existence! However while European Union (EU) is governed by the principle of representative democracy, The European Parliament and the Council of the European Union (the EU's legislative arm), and the European Council (it's executive branch) are far weaker than the Federal Govt. of the US. Which is better? I don't really know any more. The US is presently governed(?) by two political parties while at least on it's federal level, the EU as a whole doesn't seem to be as burdened... however each country with their own unique political parties do seem to have as much turmoil as does our Federal Government!
I only bring this up because of the very real difference and difficulty between selling vehicles to the US (and other countries such as Canada, Australia, and China) and the EU where each member requires different languages, steering wheel configurations, and different laws with which they must adhere. I realize other car companies have these challenges as well, but they have all been in business for decades and even over a century now. I find it amazing that Tesla has been able to accomplish what they've done in under 10 years! And I believe the Gen3 vehicle(s) will go a step further to making a true World Car by enabling any of the GigaFactories to make vehicles efficiently and effectively for any market, just based upon a question asked in the initial order, beginning with GigaMexico but the technology swiftly adopted by the others and any new Gigas (India anyone?). The flexibility that enables is huge IMHO. WS may not see it immediately, but it will have a significant impact on Tesla's ability to produce vehicles for all the markets in the world.
That, along with the fact I can't afford to sell right now, is one of the reasons I'm a HODLer.
The first thing they tell you playing any sport is "keep your eye on the ball".
The crap that Elon posts on X is the "distraction" not the "ball".
The ball is:-
IMO Gen3 may be the last set of really difficult engineering challenges Tesla faces...
I consider that the general framework for FSD is as close to fully solved as it will ever be, now the process may be a slow grind though incremental improvement.
For 4680 they may be some difficult problems still to be solved, but IMO progress seems reasonable. There is a pipeline of battery chemistry R&D mainly from the Jeff Dahn team still to be deployed, most of which will not require major changes to the production process.
Reduced margins have been a short term issue, lower prices LFP will help both automotive and energy, there is some reasonable middle ground that we might be slowly trending towards.
The mission is in good shape...
While I like to watch skilful players executing with the ball, the distraction from the crowd adds nothing of value.
The crap that Elon posts on X is the "distraction" not the "ball".
The ball is:-
- Tesla is improving products, introducing new products, ramping factories, growing revenue and market share in a difficult environment while between growth waves.
- To complete the sporting analogy, Tesla are scoring plenty of goals with their star player warming up on the sidelines, and we are talking about a once in a generation star player the type we may never see again - Gen3
- BYD and CATL should be at $55 kWh for LFP production sometime this year - we are very close to EV purchase price parity with ICE, especially in China.
- There are some issues in the Chinese economy, but refer to the point above, and Shanghai is an export hub.
IMO Gen3 may be the last set of really difficult engineering challenges Tesla faces...
I consider that the general framework for FSD is as close to fully solved as it will ever be, now the process may be a slow grind though incremental improvement.
For 4680 they may be some difficult problems still to be solved, but IMO progress seems reasonable. There is a pipeline of battery chemistry R&D mainly from the Jeff Dahn team still to be deployed, most of which will not require major changes to the production process.
Reduced margins have been a short term issue, lower prices LFP will help both automotive and energy, there is some reasonable middle ground that we might be slowly trending towards.
The mission is in good shape...
While I like to watch skilful players executing with the ball, the distraction from the crowd adds nothing of value.
Some who recommend that almost all retail investors stay away, are not afraid of them and some of those have made high consistent profits from them. Nearly all of the latter group did so as market makers but those were typically employees rather than principals. I know of three of us who were so situated. There is nothing so convincing as being on the ‘design side’.
Similar experience produces the recommendation to NEVER buy an extended warranty..
Seems good on the face of it (the year on year comparison). One difference this year of course is that there is ample European inventory available for sale in January, whereas a year ago that wasn’t the case.
I Love going to Casino's because you can get really inexpensive meals at anytime day or night.The Chicago Board of Trade isn't helping Tesla achieve its mission. They've created masses of synthetic shorts created via Put options for shares that don't exist. Normally, this would negatively affect the company, if Tesla had any debt, or needed to raise funds from the Market. But that's not this world, so thanks Zack and Elon! (you led, and it mattered)
Do you call this being 'afraid of options'? I call this being aware of a crooked, riggedbrothelcasino, and choosing to take a long walk past all the chaos on the other side of the Street.
(there is one on Interstate 8 heading into California, most excellent steaks for breakfast)(long haul from Floriduh though)
UkNorthampton
TSLA - 12+ startups in 1
Part way through the video, he looks up GM, Kia and Porsche non-compliance with the lettering issue that Tesla updated easily. These other manufacturers each filed a petition saying changing their non-compliant cars would be too expensive and problems with font sizes were "inconsequential".
So only Tesla complied.
So only Tesla complied.
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