TSLA Market Action: 2018 Investor Roundtable

[RobStark]

Fun fact: While Ford did not get a "bailout" per se in 2009, they got $5.9 billion in subsidized government loans with the caveat that they'd use this money to develop more fuel efficient cars...

...Fast forward ten years later and Ford is discontinuing sales of all it's cars to focus on trucks and SUVs.

Ford got $5.9B government backed low interest loans to focus on efficient technology.

Hence base 2.7L V6 with 10 speed automatic transmission and aluminum body on 2018 F150 that gets 20/26 MPG

Versus base 2008 F150 4.2L V6 with 4 speed automatic that got 14/20 MPG.

 

[EVNow]

Would be a good time to buy. With even slight market correction TSLA will rebound strongly.

** cough, cough **

Up $10.

 

[Chop110]

Dayum! TSLA is scrappy today!! Screw the NASDAQ, we are determined to close green!

 

[GBleck]

Interesting. TSLA popped back up fast after following the market down.

The market is getting reamed, techs are in freefall, Tesla is still green.

View attachment 348149

Selling Amazon to buy Tesla at the high right after the $420 spike is looking kinda good right now. Not optimal but good.

 

[SpaceCash]

Dat sweet SWING, I swear I should quit my job and just daytrade. That pop back was so predictable

 

[shlokavica22]

It's just crazy what's going on.

Ihor Dusaniwsky on Twitter
FAANG stocks down $1.6 billion in mark-to-market profits last week

At the same time TSLA added $2.7 billion. What a stark contrast.

All the major indexes closed blood red (includng gold), but TSLA is a leprechaun for Haloween and really doesn't want to take the costume off.

 

[Sparky4life]

Interesting. TSLA popped back up fast after following the market down

Macros popped up at the same time

 

[wipster]

Interesting. TSLA popped back up fast after following the market down.

Selling Amazon to buy Tesla at the high right after the $420 spike is looking kinda good right now. Not optimal but good.

Yes! Let me be blunt, I think I'll celebrate by having my 4:20 spike a bit early today!

 

[KarenRei]

When an older incandescent street light head is replaced by a more efficient LED head, then the unused amperage capacity can be repurposed for overnight EV charging. The UK is doing it now:

London street lamps are being turned into electric car charging points

Caveat: Older streetlights sometimes run as a single high voltage circuit running between many different posts, so that they can all be activated or disabled at once. You have to rewire them for a main power / LED conversion. But of course, if you do that, then you have the option to simultaneously add in EV charging.

 

[Earlian]

Following Nasdaq and TSLA on yahoo it looked like tesla was moving first and nasdaq followed.

Maybe the plattform is not fast enpugh for that kind of action, we had today.

Can someone please recommend a public side, that is faster, or better, to follow the charts in the US.

 

[tivoboy]

Ford got $5.9B government backed low interest loans to focus on efficient technology.

Hence base 2.7L V6 with 10 speed automatic transmission and aluminum body on 2018 F150 that gets 20/26 MPG

Versus base 2008 F150 4.2L V6 with 4 speed automatic that got 14/20 MPG.

Well technically ford wasn’t given a choice.

 

[cheshire cat]

Following Nasdaq and TSLA on yahoo it looked like tesla was moving first and nasdaq followed.

Maybe the plattform is not fast enpugh for that kind of action, we had today.

Can someone please recommend a public side, that is faster, or better, to follow the charts in the US.

I fall back on "tradegate de"

 

[Artful Dodger]

Dat sweet SWING, I swear I should quit my job and just daytrade. That pop back was so predictable

A few note on today's TSLA Market Action:

• 534,296 shares traded in the first min
• that soaked up the attempt to knock down the SP
• TSLA shrugged off macros until about 11:50 am
• late day sell off reversed dramatically at 3:45 pm
• Up $8 in last 15 min, some multiples on the macros
• closed up for the day $3.95
• After hours 4:40 pm $335.80 +0.95 (0.28%)

So given the macros, overall today was a good day, with some indications that money may be moving from other tech stocks (FAANG) into growth stocks (TSLA) . I'll take it!

 

[Driver Dave]

TSLA swimming as hard as it can against the outgoing tide.

C'mon TSLA, you can do it!

 

[Ratanpara]

Tesla’s steady SG&A cost and rising revenue trend will continue as Model 3 goes overseas, up until this point all Tesla assets, Store, supercharger etc highly underutilized. Even worldwide economy goes under slight recession Tesla’s Total vehicle sales compare to total Auto sales are still drop in a bucket so risk of underutilized factory capacity is minimal.

 

[Jayjs20]

Upper BB is 328, closed at 334. No sign of stopping just yet.

 

[wipster]

Ford got $5.9B government backed low interest loans to focus on efficient technology.

Hence base 2.7L V6 with 10 speed automatic transmission and aluminum body on 2018 F150 that gets 20/26 MPG

Versus base 2008 F150 4.2L V6 with 4 speed automatic that got 14/20 MPG.

But what are their 0-60 times?

(I am kidding, but curious nonetheless!)

 

[Tslynk67]

Elon's back

Elon Musk on Twitter

 

[Carl Raymond]

Tesla’s steady SG&A cost and rising revenue trend will continue as Model 3 goes overseas, up until this point all Tesla assets, Store, supercharger etc highly underutilized. Even worldwide economy goes under slight recession Tesla’s Total vehicle sales compare to total Auto sales are still drop in a bucket so risk of underutilized factory capacity is minimal.

The Q3 report figure I found stood out was 30% drop in labour on model 3. If it can drop that far in one quarter, how much farther can it fall? I think we'll be seeing increases in margin every quarter for some time. Those Grohmann guys work magic. Musk's dreadnought ideas were not wrong, just not done right on the accelerated timeline. Now that it's possible to stand back at look at the big picture from a distance with the pressure off, many ideas will flow.

 

[Etna]

In case you are wondering, in his tweet Elon is referring to his bio on Tesla IR web site. This got the shorts trollsphere going today.