Can we keep the personal jabs about short sellers (or anyone) out of this thread? I think Anton's articles are wrong and terribly misleading, but that doesn't justify Trump-ian mocking of his face. Take the high road.
OEMs report inventory. Ideally 60 days. Sometimes more and sometimes less. When OEMs report sales they are reporting sales to end consumer. Be that retail or fleet. Also includes cars registered and plated for cars used in dealer loaner fleets, usually this number is not material.
I’ll leave you with this: SEIU, Teachers, Teamsters are still very influential in Democratic politics (and of course NYT, waPo, LaT are info conduits). Of course, as I noted, Repubs have Koch, oil/gas, auto dealers with WSJ as an info conduit. Business Insider speaks for euro non-Tesla interests. Tesla is disrupting the status quo which imperils the power basis of both sides of the aisle. We will continue to see attacks for the foreseeable future. Btw: Union white males leaving Dem party has other reasons behind it. In any event, looks like FUD attacks are getting weaker with SP staying strong. Looking forward to breaking 350’s/360’s by next week.
Hope TSLA will not mirror AAPL tomorrow, as lower than expected guidance is dragging the stock down...
I think it is tremendously good. Q3 month 1 Tesla had inventory delivered which was held Q2 to protect Q3 and Q4 for the $7,500 rebate. Now ~17000 deliveries without any padding after a quarter result of lowest in hand inventory since model 3 began.
So, enough of the high-jinx, what about today's price action? I'm quite happy with it - hey, we closed above 340 FFS, seems like ages. I guess @SpaceCash gets to play his joker card there and doesn't need to ingest any headwear...
What is CtW's TSLA position? I have not heard of them before. Total size fund is less relevant that how many shares they own.
Bear in mind that the XR is only hitting the streets now, I think that's going to be huge. In any case, selling the same amount of goods for a higher price and margin, seems pretty bullish to me... Apple still missing something new though, something INNOVATIVE
I follow this stuff very closely. Your information is dated - like dated by decades. Just look at the TPP fiasco. Yes, teachers are still influential - but industrial workers have lost almost all influence compared to employers.
I guess that kind of growth is not very sustainable, though. BTW, tells us why Apple wanted to make an EV - and their failure (till date) says something about Tesla. Though I've to say, any kind of Apple EV announcement will probably drag TSLA down.