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

[Artful Dodger]

massively changed with the delay of the next gen car.

B.S. Reuters lied. Elon told us so within the hour of that bear raid, but he cannot comment further during the quiet period. How does a commenter with two weeks on this site get the facts so wrong?

These are facts, as you like to say. Crooks have nothing to do with it.

Oh, white color criminals are crooks, never doubt that.

 

[Artful Dodger]

What if... Instead of producing model 2 cars with implied lower margins Tesla buys them from the chinese EVs makers and retrofit them with chips and cameras to build the RT fleet? Missing puzzle pieces are a compact car and a van for a reason. The opportunity here are miles driven under FSD. So here comes the new strategy

Do you know what you're missing? Years ago, Elon told us that in the long run everyone will have autonomy, but Tesla's advantage will be in manufacturing. How does that even happen with the competition being based in China with their cheap labor and low environmental standards?

Here's the answer in one word: Teslabot. Cheap Capital beats cheap Labor every time. Here's something else Elon said: if labor is unlimited, what even is meant by an economy? Sky's not the limit when you're headed to Mars.

 

[DarkandStormy]

https://twitter.com/x/status/1732124790327054586

Ah, remembering some old hits.

 

[DarkandStormy]

B.S. Reuters lied. Elon told us so within the hour of that bear raid, but he cannot comment further during the quiet period. How does a commenter with two weeks on this site get the facts so wrong?

Tesla puts '$25,000 electric car' codenamed NV9 on back burner despite what Elon Musk said

Electrek can confirm that Tesla indeed put its upcoming ‘$25,000 electric car, sometimes referred to as ‘Model 2’, on the...

electrek.co

 

[DarkandStormy]

The sentiment is literally almost always wrong as is the SP as a result. The two go hand in hand. There are brief periods where the SP and sentiment are correct. Very brief.

Of course you know that, knowing how the market works. Right? So why would you or I care about 39% bs in the short term. This is the LONG TERM investors thread. So, not only will I be getting back that 39% when the crooks are done, but I’ll realize significantly more when the great and mighty sentiment reverses as it always does. This isn’t my first rodeo. Not sure why you’d expect me to care about the white noise, seeing as you know how the market works.

You can continue to invest/divest by the emotional sentiment, but the deadman takes the pot. I raise you 139%.

Stock is down over 63% in the last ~2.5 years.

How long is long term?

 

[Artful Dodger]

I can see what Elon is thinking:

Let's swing back to this on August 9th.

 

[MC3OZ]

https://twitter.com/x/status/1732124790327054586

Ah, remembering some old hits.

Perhaps that low cost car that will blow people's minds is the Robotaxi?

 

[Usain]

For a more detailed approach to 12.3.4 vs prior I suggest you look here . The guy is an Uber driver 49 trips on latest version 90 % to critical DE same as 12.3.3

Robotaxi (CYBRLFT)

www.teslafsdtracker.com

Thanks for that. Though an experiment of one has obvious flaws, I think the Uber guy provides better data. At least we can assume his reporting is consistent.

 

[Usain]

That's a provocative post. Assuming the the single car liability insurance offered by Tesla is $1200 per year or $100/month. What you are saying is that the incremental insurance charge for unsupervised FSD is $299-99 or $200/month. What you are saying in essence is that FSD unsupervised has double the risk.

These numbers were just an example. Presumably, Tesla will develop very good data about the risk of unsupervised FSD. They will price it such that they can pay out claims and still make a healthy profit.

But what you say may be true. It may be that unsupervised FSD has double risk of supervised FSD. After all, they say two heads are better than one.

 

[Todd Burch]

Balls to the wall means accelerating as fast as possible…

Even though your balls are occupied, you can still do things with your hands. (ie all of this "consumer Model 2 is cancelled" stuff is absolute nonsense).

 

[Gigapress]

Balls to the wall means accelerating as fast as possible…

Yes, and also he talks like that all the time about a lot of things.

Tesla has risked everything in a sink-or-swim fashion only three times:

1. Roadster
2. S
3. 3

If any of those launches had failed, Tesla would’ve died and gone out of business. Game over. That’s why Elon dropped all other priorities to sleep in the factory to support Model 3 Production Hell. I can’t help but notice he’s not doing that for the robotaxi.

 

[2daMoon]

Spotted this tidbit on Matt Pocius YT channel

 

[Musskiah]

Gali is back in bull mode. It's 2018 (or 2013) again y'all! Coming up on the 5th anniversary (8/6, quite close to 8/8) when he publicly eviscerated Mark Spiegel on Cheddar.

Momentum will build over the next year, Elon is going hard in the paint, all-in, personally in charge of sales on multiple continents! These are the moments I ask, is there a jockey in the world living today who is more epic in the clutch? Say what you want about his regular season play, he is a lightsout clutchmaster supreme! I expect this earnings call to be entertaining, to say the least.

 

[DanCar]

I'm expecting a stock lift tomorrow after Model 3 performance review embargo is lifted.

Model 3 Highland Performance/Plaid Speculation

teslamotorsclub.com

 

[SOULPEDL]

I just blocked 2 people. Never done it, but there are a few folks seemingly enjoying their smart azz righteousness.

No question these two know who they are. More heads may roll, lol.

The other reason for this action is that good FUD causes me to buy more TSLA and I simply need to cool my buying some. Save a bit for later if needed.

I hope you understand,
Cheers!

 

[Mengy]

Stock is down over 63% in the last ~2.5 years.

How long is long term?

Long term investing is like this, and it is certainly not a 2.5 year timespan:

We are probably under that boat in the water right about now....

 

[EVNow]

B.S. Reuters lied. Elon told us so within the hour of that bear raid, but he cannot comment further during the quiet period.

LOL. Apparently the "quit period" doesn't apply to announcing RT reveal on 8/8

 

[CreativeName]

Stock is down over 63% in the last ~2.5 years.

How long is long term?

Sick burn, bro.

 

[Musskiah]

Oh, white collar criminals are crooks, never doubt that.

 

[Musskiah]

Stock is down over 63% in the last ~2.5 years.

How long is long term?

If you have another 2.5 in the tank, we should compare notes again then.