TSLA Market Action: 2018 Investor Roundtable

[KarenRei]

Tariffs confirmed down to 15% per WSJ. New news?

EDIT: China Agrees to Reduce Tariffs on U.S. Autos

If it is, the macros aren't showing it yet.

 

[peopleweb]

Chinese car sales fell 14% in November, but new energy vehicles grew 30+%。

 

[TheTalkingMule]

If it is, the macros aren't showing it yet.

The genius is talking gov't shutdown, so that's going to overshadow.

 

[ZachF]

Chinese car sales fell 14% in November, but new energy vehicles grew 30+%。

ICE sales have been falling in the US too since 2015, down about a million units a year (17.4m > ~16.4m). EV sales have tripled over the same period.

 

[TheTalkingMule]

Even better:

Sell at 9:32
Short at 9:33
Cover short at 10:57
Buy at 10:58

That's assuming you don't have any religious reasons against shorting TSLA (I'd never do it on pure principal).

Obviously what we meant to say was cover/buy at 11:58.

Can we not just create a temporary hedge fund with super-lean fees solely for the purpose of running this cycle most days until it ends? I don't know how these things work. Do we create an ETF?

 

[lklundin]

They are different?

Mountains with snowy peaks all year ? both
Has nuclear power? both
NATO membership? neither
In the Eurozone ? neither

But I guess the list of differences is longer...

 

[Cherry Wine]

Will $365 hold?

 

[EVNow]

This is simply swapping out an existing call for a different existing call

Yes, the swap/roll. I'm still too greedy to roll that way

Market news : SP briefly went Red just now. But bouncing back. But now TSLA is about on par with NASDAQ (up 0.24% vs 0.11%). I guess Moddy's is no match for Trump's shutdown tweet.

 

[AlexS]

Will $365 hold?

yes

 

[cheshire cat]

Mountains with snowy peaks all year ? both
Has nuclear power? both
NATO membership? neither
In the Eurozone ? neither

But I guess the list of differences is longer...

Swiss have a better Navy

 

[EVNow]

OT :

Poll on short squeeze date:
Which comes first; Shexit or Brexit?

For a moment I thought you are referring to May resigning when you said Shexit.

 

[M3Rider]

Tariffs confirmed down to 15% per WSJ. New news?

EDIT: China Agrees to Reduce Tariffs on U.S. Autos

So, it sorta looks like they buckled on the first issue of opening the market, but not on the second issue of stealing technologies?

The problem is that there is a second set of issues, which concern technology transfer and high-tech industrial policy, including the Made in China 2025 initiative. The US has demanded that these programs be dismantled because they unfairly disadvantage foreign firms, but China views them as critical to its plans to transform the country into a high-tech power. On this second set of issues, so far, there’s not been much in the way of compromise.

The US is betting that the Chinese leadership will ultimately feel threatened to offer some more concessions on both sets of issues, especially if a trade war impairs China’s ability to carry out its own reform agenda. China, on the other hand, thinks that the US leadership is unlikely to have the stamina to withstand the political and economic costs associated with a protracted conflict and will ultimately settle for a much lesser deal than what it is demanding. As is often true at the start of any war, both sides appear fairly confident that the other side will blink first. Until that changes, we’re likely to experience more fireworks to come

Seems Tesla is the only one that avoided Chinese partners introduced to their enterprise, probably b/c they open sourced their patents and there's not much to steal?

 

[Nocturnal]

Seems Tesla is the only one that avoided Chinese partners introduced to their enterprise, probably b/c they open sourced their patents and there's not much to steal?

I don't know how they did it but that was huge news that was barely covered. It's possible that China just really wants EVs to take off and to be a part of that growth. Makes things easier when you don't have a climate change conspiracy theorist in power I guess.

 

[pyromatter]

Tesla is seeking $167 million in damages from the former employee Elon Musk accused of sabotage

"Tripp was represented by Meissner Associates in the whistleblower matter earlier, but is now representing himself, attorney Stuart Meissner told CNBC. Meissner declined to comment further. Tripp also declined requests for comment."

 

[EVNow]

Tesla really holding well, above 365, staying green, even as Nasdaq lost 40 points in the last 20 minutes.

But, if 365 breaks, I expect a couple of $ down to match Nasdaq. Nasdaq now down 0.4% and Tesla up 0.2%.

 

[Buckminster]

OT :

For a moment I thought you are referring to May resigning when you said Shexit.

I would set-up a Mexit poll, but I'm not sure I will manage to get it set-up in time....

 

[printf42]

OT

So, it sorta looks like they buckled on the first issue of opening the market, but not on the second issue of stealing technologies?

Seems Tesla is the only one that avoided Chinese partners introduced to their enterprise, probably b/c they open sourced their patents and there's not much to steal?

Tesla’s core software is going to be tailored for their HW3, no use to anyone else even if you steals it. Also, one won’t dare to use a stolen NN anyways, too much unknown burned in.

 

[EVNow]

Tesla is seeking $167 million in damages from the former employee Elon Musk accused of sabotage

"Tripp was represented by Meissner Associates in the whistleblower matter earlier, but is now representing himself, attorney Stuart Meissner told CNBC. Meissner declined to comment further. Tripp also declined requests for comment."

That "representing himself" doesn't sound good for him. Shows mental issues / high legal jeopardy, if I may speculate.

 

[Rarity]

It also may show legal jeopardy for those who communicated with him.

 

[Pezpunk]

Tesla is seeking $167 million in damages from the former employee Elon Musk accused of sabotage

"Tripp was represented by Meissner Associates in the whistleblower matter earlier, but is now representing himself, attorney Stuart Meissner told CNBC. Meissner declined to comment further. Tripp also declined requests for comment."

representing himself? always the sign of a savvy mind with a strong case ... .... ....