They're actually much more resilient than a lot of longs : I very rarely hear about shorts covering. But longs selling, even here among fans, it happens often.
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They're actually much more resilient than a lot of longs : I very rarely hear about shorts covering. But longs selling, even here among fans, it happens often.
Sure:
So another 1-2 weeks with a discounted TSLA entry price - probably for the last time.
That explains why the SP is taking a nosedive!
Good news => TSLA drops, as usual.
We need more autopilot crashes, market likes those more...
Waiting4M3
Active Member
Unfortunately CJ doesn't provide links to his database so there is no way to do independent analysis. Troy still has links up to his google sheet. Without complete data, neither version is useful for production ramp tracking, I've basically given up looking at that. They're still useful for the purpose of seeing what configuration and VIN ranges are coming out for customers waiting for their VIN.
bdy0627
Active Member
Hope so. But if I had a dime for every time I heard that here...
dc_h
Active Member
While ramping is accelerating more inventory will be in the supply chain. If 50% of cars for the quarter are built the last month and the end of the prior quarter month is 1/4 of that, cars in transit as a percent of production will be high, could be close to 40-50% of June production less about the half of March production that will as in transit.
If production is 20,000 in June and 12,000 in May and 8 in April and 4,000 in March, we will see about 8000 more Model 3’s in transit for Q2. That may rise in Q3 again, but the percentage change and percent of to cars in quarter will be smaller.
bdy0627
Active Member
It seems to be drifting down with the market, following the Q's down with amplified red candles. QQQ is down about .8% from the day's high. It's just noise for TSLA, nothing particularly notable about it. I'm a little surprised the stock hasn't responded to the model 3 ramp progress rumors, but it will eventually.
Maybe one big institutional investor waking up and reducing the holdings ?
mltv
Member
bad news travels faster than good news. FUD travels faster than news.
RobStark
Well-Known Member
Are you serious? Are you contending GF1 is 100% complete and will never get bigger?
It is common knowledge among the Tesla investor community GF1 is ~30% complete.
Here is one of the many articles referencing it.
Tesla starts moving ground at Gigafactory 1 again
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