Musskiah
DisGruntled
For certain, we know there will be an enormous supply glut for batteries in 2025.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Knightshade
Well-Known Member
LOL. Apparently the "quit period" doesn't apply to announcing RT reveal on 8/8
There's a lot of....non-factual... mythology about the quiet period.
There's no actual SEC rules requiring one at all around earnings or anything....(there IS one around IPOs however)
But many companies impose their own such period (with varying rules, and various lengths) to minimize the risk of material info being shared in a non-public manner.... ie if you train your execs they're not allowed to discuss anything material between X and Y dates you reduce the risk they do so when meeting with various external parties in the normal course of business.
But if Elon wanted to tell you the exact EPS the day after P&D- or virtually anything else at all about the company- so long as the info was widely/publicly available, that'd be perfectly legal- it'd just likely violate some company rules.
Musskiah
DisGruntled
Q220 - large P/D drop from prev Q
Q320 - huge P/D jump to new ATH
Q222 - large P/D drop from prev Q
Q322 - huge P/D jump to new ATH
Q124 - large P/D drop from prev Q
Q224 - predictably huge P/D jump to new ATH
Joe F
Disruption is hard.
jabloomf1230
Minister of Silly Walks
I wasn't trying to critique your example. I was trying to understand how Tesla would charge for unsupervised FSD.
Tesla Bot Journal had this one, which is a little easier to read. I also noticed that a good number of directs have titles that in other companies might seem like “middle management.” Back thread there was a comment about some of the people leaving not being very high up. This suggests otherwise, which isn’t surprising give the emphasis on a flat organization in Tesla.
Musskiah
DisGruntled
More@
Tesla Semi Megacharger route still plausible despite Biden admin rejection: report
As per a former Tesla VP, the EV maker may pivot to state funding or even use its own resources to build a Tesla Semi Megacharger route.
www.google.com
RobDickinson
Active Member
Artful Dodger
"Neko no me"
If I share BuyBacks you mean NVDA call options, then yes count me in. Only half kidding, Elon and the Board both knew how much they were planning to spend on H-100s in FY23.
Thank you Giga. I have been holding off commenting on this as what is the point of I told you so’s. Even with the 30 billI have seen trolls throw out questions about liquidity issues during this latest SP crash since all the cash must be locked up in China.
Going to stick to my original number. Tesla should start throwing money around when it banks 100 billion. Until then reinvest in operations and stockpile the interest.
Musskiah
DisGruntled
I assume Dojo 1.5 is Austin and Dojo 2 is Buffalo?
Dojo (1.5?) delayed at Austin
Dojo (2?) going in at Buffalo
techcrunch.com
Dojo (1.5?) delayed at Austin
Dojo (2?) going in at Buffalo
Tesla to spend $500M to bring its Dojo supercomputer project to Buffalo factory | TechCrunch
Tesla will spend $500 million to build out its Dojo supercomputer in Buffalo. Tesla CEO Elon Musk recently called the project a "long shot."
techcrunch.com
Opportunity for Elon and whoever else is present to instill confidence on their path forward… more so given all of the drama since P&D came out.In what way is it growing in importance? Please elaborate.
Earnings calls have usually resulted in little significant effect. Often a "good" earnings call has a following drop in the SP. Then, over the next two weeks
Sometimes a "bad" earnings call has done the same, or, the opposite.
I've come to accept that the effect of what happens at an earnings call is just as much a crap-shoot as guessing tomorrow's SP.
Some earnings calls do this and others seem less inspiring… I’m hoping for the former.
I assume Dojo 1.5 is Austin and Dojo 2 is Buffalo?
Dojo (1.5?) delayed at Austin
Dojo (2?) going in at Buffalo
Tesla to spend $500M to bring its Dojo supercomputer project to Buffalo factory | TechCrunch
Tesla will spend $500 million to build out its Dojo supercomputer in Buffalo. Tesla CEO Elon Musk recently called the project a "long shot."
This seem to confirm that the Boring tunnel will extend inside the factory, or close to it;-
If we assume this reporter has an accurate source of information, which is hard to judge.
Drumheller
Active Member
To put some context on this:
The average tenure I see of IT people is 2 to 5 years before moving on. The teams I manage now, my average is probably just about 4 years. My personal record for longest stay at a company is just shy of 9 years.
Tenure at Tesla for people reporting to Elon is fantastic.
2daMoon
Mostly Harmless
But, what makes that "important" this time?
This "opportunity" exists at every earnings call and folks expecting juicy tidbits are generally disappointed.
Personally, I support them keeping to themselves most of the things people are wanting to hear at every EC.
Update us on the quarter, provide vague answers to the SAY questions and to the duller analysts. Maybe get an innocuous question answered, but not "breaking news" or anything earth-shattering.
Buckminster
Well-Known Member
4.20 day tomorrow. Rumoured to be Highland Ludicrous launch day.
Could Juniper launch as the one more thing 8/8? I would prefer to avoid soft launches. They reduce osborning but at the expense of visibility imo.
Could Juniper launch as the one more thing 8/8? I would prefer to avoid soft launches. They reduce osborning but at the expense of visibility imo.
larmor
Active Member
Doesn’t take an AI algorithm to figure out if oil is more expensive gas is more expensive and cars that don’t run on gas will have more value. But regular economics don’t apply to Tesla…
Could some of this also be a function of very valuable RSUs where it'd be almost financially idiotic to leave? We have a family friend at Tesla who doesn't want to leave because their stock is worth too much $$ (not sure what she feels now).
Like at Nvidia now, everyone who's been there when the RSU prices of say 1-2 years are sitting on a fair amount of $$ as long as they don't get fired (nvidia is also ranked as one of the best places to work) so staying is probably easier. They have grants given to them when they were valued at $100-$200 (some far lower in the $40), now the stock is at $800+.
If a company stagnates vs. the overall market/economy, other companies doing better, folks are less likely to stick around simply due to work effort != rewards. Remember we're not talking about old companies with no stock grants.
You think 2.5 years is long term?
Long term means decades of buying, DCA'ing, accumulating and never selling. If you want to gamble go to the Casino.Similar threads
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