TSLA Market Action: 2018 Investor Roundtable

[Starno]

Now we're talking

 

[humbaba]

finally! $TSLA ahead of NASDAQ. Not that I have confidence it will remain that way...

 

[LoveTSLA]

It seems to me that families of Shorties won't get some christmas presents this year
They put all their money in battling $TSLA today.

Yeah. They forgot TSLA closed above 365! Look at it now...

 

[Pezpunk]

well 370 is back. so wierd.

 

[andrewt3000]

BMW did some development but I do not believe it made it in production.

Lion Smart: BMW i3 erhält 100 kWh Akkupack mit 700 km Reichweite

Elon once advised them not to go with those cells but frankly said I believe a few of the core advantages Tesla provide with the Battery technology has to do with the cylindric cells they are using.

Why is it not a core advantage? The cost / kWh is the key metric for viability of EVs.

 

[JoaoD]

Buying volume is increasing according to Yahoo charts.

 

[ReflexFunds]

15% is "back where we started before Trump started his idiotic trade war".

It was at 25% before the trade war. China reduced it to 15% and they were beginning to satisfy the US demands before Trump needlessly escalated the conflict and China hit back with 40%.

But whatever the situation before, a 25% tariff cut will be a significant boost to Tesla's profit as the situation stands today.

 

[Nocturnal]

re Nocturnal's Oh, not at all. Speaking on behalf of finance professionals I will guarantee you every last one of them has had an eye-popping reaction to that. Spewing coffee on keyboards, expletives ranging from "Right On!" to "You have to be kidding" to "He's really done it this time" to "Stuff's really going to hit the fan now"....

That comment did indeed really make waves across the industry.

I'm surprised but stand corrected.

 

[Curt Renz]

From my Thinkorswim and TD Ameritrade newsfeeds at 10:25 CST:

Moody's assigns provisional ratings to Tesla auto lease trust 2018-B Notes

 

[anthonyj]

$371. Someone knows something. Insane price action. Market is dropping.

 

[AudubonB]

And speaking of today's Market Action:

These prices are insane!

 

[AudubonB]

Anthony: Your timing is impeccable. Even if you spoiled my joke.

 

[neroden]

If the company gets too big before trying to solve the customer experience, it will become too ingrained and very difficult to solve.

This is my primary concern about Tesla. Period.

 

[Nocturnal]

Above 370, sweet! Let's hit 4k today so I can quit my job.

15% is "back where we started before Trump started his idiotic trade war".

Create problem. Half arse fix it. Claim credit.

Sounds about right.

 

[avoigt]

Why is it not a core advantage? The cost / kWh is the key metric for viability of EVs.

I said I consider it a core advantage....

... and that not only because of the cost/kwh but also because of cooling ability (more surface), more safe (easier to isolate), more flat design, easier to make segments and tailor the battery to the vehicle size a.o. however there are disadvantages as well e.g. SW complexity while charging.

Its should not be discussed here to be honest and I am certain there is a sub forum where all the experts are hanging out...

 

[Fact Checking]

Moody's assigns provisional ratings to Tesla auto lease trust 2018-B Notes

Is this a precursor to the impending Moody's upgrade of Tesla corporate debt as well?

While these bonds are in a separate rating system, Moody's would obviously not rating these investment grade if they thought Tesla corporate debt was 'junk', right?

 

[neroden]

So my belief that there is a concerted manipulative effort to drive the stock below $360, but underlying fundamental demand pressure trying to bring it higher, seems to be validated. I'm going to stick with that theory for the rest of the month.

 

[oneday]

Research - Moody's

The complete rating actions are as follows:



Issuer: Tesla Auto Lease Trust 2018-B



Class A Notes, Assigned (P)Aaa (sf)



Class B Notes, Assigned (P)Aa2 (sf)



Class C Notes, Assigned (P)A2 (sf)



Class D Notes, Assigned (P)Baa2 (sf)

• Class E Notes, Assigned (P)Ba3 (sf)

 

[avoigt]

$371. Someone knows something. Insane price action. Market is dropping.

Its more like someone knows now what we here know since a while ...

 

[anthonyj]

So my belief that there is a concerted manipulative effort to drive the stock below $360, but underlying fundamental demand pressure trying to bring it higher, seems to be validated. I'm going to stick with that theory for the rest of the month.

It’s actually the longs that are manipulating now. Creating bear traps to squeeze more weak retail shorts