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Indeed. The least damage is done by ignoring it.
Everything else just raises its effect, even google will rate it higher if we link to it and discuss it.
Everything else just raises its effect, even google will rate it higher if we link to it and discuss it.
sundaymorning
Active Member
Cleantechnica’s estimate for Q1 is much better than InsideEV.. estimates were better all across the board from MS to MX to M3. They have Model SX production 100% higher than Inside EVs, and about 20% higher for M3 during Feb.
Tesla Model 3 Wins February (Despite Production Woes), Other Electric Car Sales Dim In USA | CleanTechnica
Hogfighter
Professional Lurker
Just went to the beach in my golf cart with my dog and watched the Falcon 9 launch. It's quite different to see it in person....like this stuff actually is real. As bad-ass as it gets.
Lack of production implies short term risk, risk implies price concession
Esme Es Mejor
Member
Reciprocity
Active Member
A few minutes too late but got some at $329, still a good entry i think.. After reading Papafox's daily TAs, i would imagine he'd say that shorts are playing wack-the-mole the first hour until they noticed longs were running out of steam, then they kicked it up with a huge 3.52k block (that's 325,000 shares, correct?) to get us down to $327. Can't imagine we'll close below today's open. Looking forward to his analysis on this one!
Esme Es Mejor
Member
I can. I expect to sell them later today for a nice profit, but the market cares not for my expectations.
bdy0627
Active Member
We are going to likely float around for a few days with shorts probably dominating a bit. I added a few more J19s and June $320s. I won't add again unless we drop another $10-15. We are definitely vulnerable to macros right now.
Good plan so far. Tempted to go back in at this level. But not sure if the current poor production has been fully priced in yet... thoughts?
Reciprocity
Active Member
What does BA and TSLA have in common? Both have acted very similarly the last couple of days. The only thing I could think of is that they are US manufacturers who use a lot of aluminium. Though I assume with they type they use, that they source it here in the US, though I could be way off on that.
Esme Es Mejor
Member
That’s the thing about tariffs; they allow domestic producers to raise prices. Good for steel producers, bad for everyone else.
Reciprocity
Active Member
Actually they shouldn't. The problem is that they where not competitive before tariffs. Adding tariffs to imports brings back parity, thus they dont raise their prices, they are now just competitive. Because if they are more expensive then imports after the tariffs, companies will start buying the imports.
Waiting4M3
Active Member
My gut feeling for what happens after Q1:
- Huge miss, 1000/wk at March End, 5K target pushes out again -> $250
- Big miss, 1500/wk at M/E, 5K target stays -> $300
- Small miss, 2000/wk at ME, 5K target stays -> $330 (I think this is what people are expecting)
- Barely hit, 2500/wk with hand waving, 5K target stays -> $350 (another hit in Q2 + margin improvement needed to really take off)
- Big hit, 2500/wk without hand waving, 5K target stays -> $370
- Huge hit, >2500/wk without hand waving, 5K target pull-in -> $400+
The shorts have to buy to close the trade, not sell. Unless I misunderstand what you're saying?
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