Favguy
Member
Not commenting on whether you lost or made money, just the fact you're a gambler.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Sales data from China. They're down 50% YoY for Q2 and further discounts. Also Troy's estimates, which have been the closest out of all analysts covering the stock when it comes to delivery numbers. His estimate (iirc) has them at 1.75m for the whole year in deliveries.
Interesting that Tesla has 35k H100s and plans to increase this to 85k H100s by year end. +140% increase in number of H100s. The current pace of fsd releases is already impressive and Tesla must see a clear and obvious need for more compute. I think compute needs of Optimus are being taken into account.
Can you articulate how having a valuation model that says the price of the stock is higher than the intrinsic value of the company (discounted future) is different than investing long based on a similar model that says the opposite (for another company) ?
cliff harris
Member
I find it heartening to know that even with tesla's car deliveries being sent thousands of miles out of their way due to houthis AND with people literally trying to blow up the power supply for the factories... they still manage to get through the quarter just fine.
A thought regarding training pickups/drop-offs. I suspect they don't need to do anything special here. There are already a bunch of people using a model 3 or Y as a taxi, and even ignoring that there are a ton of people using them to drop kids off at school and pick them up. Tesla already has a massive amount of data on how drivers behave when picking up/dropping people off.
A thought regarding training pickups/drop-offs. I suspect they don't need to do anything special here. There are already a bunch of people using a model 3 or Y as a taxi, and even ignoring that there are a ton of people using them to drop kids off at school and pick them up. Tesla already has a massive amount of data on how drivers behave when picking up/dropping people off.
Good point. Just like how no one buys a Honda accord because of the Honda civic being available.
Amateur.........Any challengers? This is current IRA. Wasn't there a 99% out there recently?
View attachment 1041153
I'm still expecting a down draft tomorrow, but quick then gone (total guess, expecting the worst).
It's like the axe murderer who you thought was dead in that movie... and he's back for the 4th time.
Florida or Russia?
Ah-ha! I'm guessing you're in Ontario then. (Or you're a darn good bilingual.) Did ya happen to visit those Gardens long ago?
I'm in Arizona USA, it was basically after the close. Poof! But there's one I see sticking around, trying to shake a few more perhaps.
Artful Dodger
"Neko no me"
The 10-Q is out:
ir.tesla.com
Tesla Investor Relations
Tesla's mission is to accelerate the world's transition to sustainable energy. Today, Tesla builds not only all-electric vehicles but also infinitely scalable clean energy generation and storage products.
Sorry, have to point out a flaw in your logic - you say Tesla is printing money in spite of massive AI capex when they positive result was only before capex as @Robertj pointed out.
Artful Dodger
"Neko no me"
Same hereRookie numbers... I'm also 100% TSLA.
Artful Dodger
"Neko no me"
And that's a flawed way to look at Tesla's quarterly results. The main reason that free cash flow was down is a temporary inventory build increase due to logistics issues which were entirely force majeure. This was on the order of 2 billion dollars. Add that back in and redo your free cash flow numbers. Tesla probably gets this cash back within a month as vehicles which were in transit at the end of the quarter are delivered.
The larger and more important point is that Tesla is funding its own growth, including its AI play, through operations. Years ago Cathie Wood of ARK Invest said that she estimated Tesla would need to raise 40 billion dollars from the Market in order to fund autonomy. Instead Tesla is doing it out of working capital and free cash flow. That's the forest amongst the trees.
Favguy
Member
Nope, I cant/wont. Again my point to you was simply that you sir, are a gambler.
The nuance to this is that it all rests on demand. If they have to lower production in order to meet demand and not build inventory, then their cashflow doesn't magically improve by the number of cars they don't build. That's because part of that will be fixed costs, volume discounts etc. The huge drop in sales YoY from China (50% for the first 3 weeks of Q2) shows that this is not a logistics problem, but a demand problem.
The bolded part is the key here. There's no way to determine how far autonomy is because nobody has solved it the way Tesla are planning to. They might succeed or they might not.
QED. Then, no offense, but your opinion doesn't hold much value to me.
Favguy
Member
Same here and been so since January 2012. My buy in then was somewhere under $2 split adjusted, I can't be bothered to calculate the % increase to date. I'm actually down millions from the all time high a couple of years back, but meh... Thankfully I'm too dumb to try timing markets or else would have billions by now, or much more likely, be broke lol!Rookie numbers... I'm also 100% TSLA.
Wrong again. Your predictions are wrong and your jokes are always off topic. Please resist the urge to clog up this thread
Moderator note:
Less than half a day after the single most serious action I will undertake: locking down the thread for a spell so all can cool down AND ensure Moderator posts are followed, @raffiniert decided snarkiness and personal attacks were more important than getting banned.
I said discipline will be meted out publicly, and I meant it.
Less than half a day after the single most serious action I will undertake: locking down the thread for a spell so all can cool down AND ensure Moderator posts are followed, @raffiniert decided snarkiness and personal attacks were more important than getting banned.
I said discipline will be meted out publicly, and I meant it.
What made you close your short yesterday before earnings? surely your model wouldn't have changed till after numbers were out? Has you model changed now and you are no longer short and are long?
In my opinion Buying and holding a stock = investing.
Shorting (it's in the name by the way) and playing option's (which are short term) = gambling
We as humans have created way too many Byzantine methods to "trade" and it largely pads the wallet of the creators.
Shorting (it's in the name by the way) and playing option's (which are short term) = gambling
We as humans have created way too many Byzantine methods to "trade" and it largely pads the wallet of the creators.
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