TSLA Market Action: 2018 Investor Roundtable

[traxila]

Ok that is it. I am mobilizing funds. If it hits 230 I am doubling my position. This is really annoying....

 

[anthonyj]

Ok that is it. I am mobilizing funds. If it hits 230 I am doubling my position. This is really annoying....

Elon gets a margin call at $230

 

[sundaymorning]

Here’s a perspective that investors should consider as to why Powell raised.

The Fed’s Powell prevented a stock market crash by throwing red meat to the bears

Given the market reaction to the recent raise I believe the FEDs will be more dovish moving forward, likely do zero or maybe one raise in 2019 at most.


Dow jumps 350 points after Fed's Williams says central bank could reassess view in 2019 - MarketPulse

 

[sundaymorning]

Autopilot doing what it was designed to do.

Video: Watch a Tesla on Autopilot slam on the brakes and avoid a crash

 

[neroden]

I'm sure they improved significantly between launch and this summer, however, looking at the current survey results it looks like there is still much room for improvement.

There's always room for improvement. Most of those areas are OK though. The paint "fairs" and "poors" seem to have dwindled (down to 7%).

The real problem is the communications, which is obvious from that survey result. 32% fair or poor.

 

[Causalien]

I give the credit issue scenario less than 5% chance of occurring. What about you?

When the fed has to come out and deny there's a liquidity problem. It already hapoened.

Same principle for recession. When you see printed papers asking if we are heading into a recession. The recession becomes 100% true. More of a psychological imprint into ppl's mind. Make them question and at the same time change their behaviour to be conservative... "just in case"

 

[neroden]

Was there any liquidity for ordinary main street borrowers in the first place?

I'm not sure what a dry-up in liquidity at the major banks would even mean right now. What's the equivalent of the money market funds which demonetized? Nothing I can see. Were they really lending to small businesses? I don't think so. Whose liquidity gets dried up?

 

[CyberDutchie]

I now personally don’t think Tesla will ever see $400. The bears will play the same games over and over again until Tesla has lost his advantage and the competition (VW in particular) takes over volume EV sales. In about 2-3 years would be my guess.

 

[sundaymorning]

When the fed has to come out and deny there's a liquidity problem. It already hapoened.

Same principle for recession. When you see printed papers asking if we are heading into a recession. The recession becomes 100% true. More of a psychological imprint into ppl's mind. Make them question and at the same time change their behaviour to be conservative... "just in case"

Here’s the thing, I’ve heard the papers print the words recession since 2016. Every year when the bull market was on a tear papers have been stating that we’ve been in the 2nd longest bull market and that a recession is on the “horizon.” How many times have I read this the past several years? Countless... with GDP at 3.4% vs the average of 1.8-2%, id say this economy is on fire. What the feds are doing is the correct short term move, which is to prevent inflation. If the Feds continually raise in 2019, then we might have a bit of a problem. But given their recent statements about reacessing 2019, id give that a very low probability.

 

[tivoboy]

I can handle $278. Timing? I'm mostly looking at my January options expirations. Think it'll still be way down in mid-Jan?

I do not think we’ll be down here in mid Jan. We could be 15% higher by mid Jan.

 

[Mike117]

What changed so much to the bad currently when comparing the sentiment when Tesla was worth 370?

I do not get it.

 

[gene]

I now personally don’t think Tesla will ever see $400. The bears will play the same games over and over again until Tesla has lost his advantage and the competition (VW in particular) takes over volume EV sales. In about 2-3 years would be my guess.

You make a good point here. It is possible that Tesla Energy will be Tesla's ace card.

 

[tivoboy]

Bring it on

Bought calls at 353 & 300 (so now avg price around 325). If the price falls $20 more, I'll buy again to get the avg price to $300. And then to $252 ? NP. Buy again to get the avg to $275.

This would look like Q3 all over again.

If these are for feb or mar I think you are NICELY positioned.

 

[Cherry Wine]

I do not think we’ll be down here in mid Jan. We could be 15% higher by mid Jan.

Despite macro woes?

 

[tivoboy]

What changed so much to the bad currently when comparing the sentiment when Tesla was worth 370?

I do not get it.

Baby meet bath water. Wait where’s the baby. Who lost the baby.

Macro consumes all things. Well and the OI

 

[defc0n]

I now personally don’t think Tesla will ever see $400. The bears will play the same games over and over again until Tesla has lost his advantage and the competition (VW in particular) takes over volume EV sales. In about 2-3 years would be my guess.

Depends on Tesla’s autopilot progress.

 

[tivoboy]

Short interest only went up 1m shares in the past few weeks, despite the epic plunge. Seems like smarter shorts are covering? I still think we see $265 sometime this week. Markets have no catalyst to bounce

There are no biuyers. Only sellers. 265$ might be a stretch but lower is certainly possible. Computers win.

 

[sdtslafan]

I now personally don’t think Tesla will ever see $400. The bears will play the same games over and over again until Tesla has lost his advantage and the competition (VW in particular) takes over volume EV sales. In about 2-3 years would be my guess.

I doubt we'll ever see $300 again.

I should have listened to Chanos.

 

[sundaymorning]

What changed so much to the bad currently when comparing the sentiment when Tesla was worth 370?

I do not get it.

Fear.
Greed.
Fear.
Great.

Pick your poison.

 

[traxila]

Elon gets a margin call at $230

Don’t know where that number came from.

Don’t believe it.