Don’t count out the macros yet. Major technical damage to indices across the board. Need to retest and base repeatedly before can start climbing again. Of course TSLA is frequently it’s own animal...
Yeah unfortunately with some of the more progressive folks you also get a dose of "corporations are all bad".
As a community, we are collectively putting a lot of store in the Q4 ER. I prefer to put much more emphasis on Q1 ER. By doing this we appear to be more forward thinking (balanced and not desperate). In addition, the Q1 ER credentials are bulletproof whereas Q4 merely builds upon the Q3 results. If this is our expectation then the Q4 ER scenarios will be: 1) TSLA SP remains under 400 - just wait until Q1 as we always said 2) TSLA SP climbs to 500 - just wait to Q1 if you think that was something Of course, this is all meaningless discussion if you don't believe we have a small but meaningful impact on SP... Q4 ER is merely 6 weeks away so as they say in Manchester - "it is squeaky bum time"...
I think Q4 is so important because it puts the lie to the (ever-predictable) "Q3 was a one-time rigged profit" line of argument. That's not that other quarters won't be important; of course they will. But Q3 and Q4 are exceptionally important quarters. After Q4 I'm going to start broadening my option timeframes, but for now, Q4 is my focus.
Looks like the Taycan pricing - priced it out of the M3 competition. Porsche Taycan, 4S, and Turbo pricing becomes clearer
OT : You are confusing between liberals & progressives. Progressives fell out with Musk a long time back (starting IIRC with him saying bad things about public transport, but could have been earlier). Liberals turned against Musk when he decided to join Trump's CEO / industry group. Liberals don't care about UAW, BTW. The term you are looking for is Neoliberal, when you say "liberal conservatives").
You also have some UAW influence convincing people that Tesla/Elon are anti-labor. And, via Elon’s hitting back at outlets that took that path, people convinced Elon is anti-journalist in a similar way to Trump.
Have our beloved MMs decided that 330 is also a nice round target for today? Or will they launch a Blitzkrieg at the end when trading is thin?
nope. there were only about 6 or 7 million cars sold in the U.S. do not say "cars" when you mean "vehicles".
OT- 1) I like your forward thinking attitude. 2) I'd just as soon what happens in Manchester STAYED in Manchester.
Well, that solves one of the big unanswered question. The other is what technical approach they're taking to manage 350kW charging on high energy-density cells.
OT: Along these lines, my parents recently brought up the 60 minutes interview and were absolutely shocked that they edited it in a such a slanted way. Didn’t believe me until I actually read them part of the original transcript. Both pretty hardcore liberal. Just today, I read a Fortune article that mentioned the interview, citing the selectively edited quote with a parenthetical saying Elon “accused” that it was selectively edited(instead of, say, just quoting the openly available transcript).
I can't wait to see some turbo-charged electrons ! Where is the face-palm emoji ??? oh, well this will have to do instead:
Fun fact: 350kW on a Roadster 2.0 would only be a 1,75C charge rate Easy with today's technology without doing cell damage.
the Taycan looks cool, but UGH why do they have to stupidly apply the nonsensical term "Turbo" to their high performance version?
Hmm, this may be a clue: This makes it sound like perhaps only the "Taycan Turbo" will have 350kW charging. This may be an unusually large pack variant, or a variant which they'll give a later release date in order to allow for improvements in cell technology over today's state of the art in order to be able to withstand a high C-rate without unusual degradation.
I am always cautious about the market they are speaking to. In this case they may have been using this pricing model to assuage their dealer base. I think one of the huge obstacles facing the traditional automotive groups is their dealer relationships. They cannot exist without their dealer network yet they do not own the dealers (at least in the US).