TSLA Market Action: 2018 Investor Roundtable

[wipster]

Only $100 to go before it's at the magic $420

Only 4 hours for me!

 

[Wnuk]

Santa rally a bit late, but glad he didnt forget TSLA!

 

[EVNow]

This explains why TSLA is 2.5% ahead of Nasdaq today. They will definitely try to peg the closing SP on Friday at 320.

Looks like the SP will hit 320 today itself. Up 8%.

 

[SageBrush]

In any case there will be massive support from the German Government, population and Unions to keep them alive.

Yep. I'm not sure if the money was loans or grants but Germany has already funneled billions to VW to survive dieselgate.

 

[JollyRoger]

320, then expect another 5 in after hours trading.

 

[Fact Checking]

Wow - up $20 today. Nearly 3% ahead of Nasdaq.

Macro optimism was the catalyst, but this late day price action is definitely $TSLA specific.

 

[EVNow]

Macro optimism is the catalyst, but this late day price action is definitely $TSLA specific.

I think the MMs/Bots are taking advantage of the Macros to push for an outcome they like.

321 as I type. 8.7% up. Nasdaq up 4.7%.

 

[Pezpunk]

petition to extend today's trading hours ... don't want it to stop!

 

[Joe F]

Crossed above 200 DMA ($320.20) at 3:36 PM

 

[RobStark]

 

[sundaymorning]

Guys this rebound is for real, look at the Dow, it’s up 800 points. Naz and SP are also super green.

 

[EVMeister]

RobStark, please show some respect. Use spoiler tags or add a link so we can ignore it. Rather than a page-filling screenshot of that filth. Thanks.

 

[cheshire cat]

Summary of the WSJ Article:

Think Electric Vehicles Are Great Now? Just Wait...

• We are living through the S-curve of EV adoption
• During the reasonable service life of any vehicle I buy today, I expect the demand for IC-powered vehicles will drop to practically zero. No one will want them and there will be nowhere to get them fixed; by that time widespread fleet electrification will have cratered traditional dealerships that depend on service dollars to survive.
• The steady improvement in lithium-ion batteries’ energy and power-density over cost will render the latest plug-in hybrids comically superfluous in a matter of years.
  
• The twilight of the IC engine is pretty awful, actually. All the technical gymnastics to reduce consumption and emissions from IC engines—stop-start, cylinder deactivation, CVT transmissions, high-strung turbos hooked up to small displacement motors—it all feels junky and compromising
• Last year the chief financial officer for Continental, the Tier 1 global automotive supplier, lit up the chat rooms with his prediction that IC development at the German carmakers will effectively end by 2023

Do these people over exaggerate everything? A sort of " thinking man's (persons/gender fluid) click-bait " for the superior/ overeducated ?

 

[EVNow]

The only way to make money in this market is shorting.

​

Or swing trading. Or writing calls.

But those are risky too.

Two months back (10/23) SP went up 12% in a day (after EA date was announced). Could happen anytime.

This is what I was saying. Now up $27, more than 9%.

 

[Unpilot]

This stock is sooo boring....stable and easy to predict...don't ya think?

 

[avoigt]

News from supplier: Tesla orderd battery winder, cylindrical battery assembly line, battery bi-directional test system, from Wuxi Lead Intelligent, $6m. Also 2 roller press from Naknor

Twitter

 

[Unpilot]

News from supplier: Tesla orderd battery winder, cylindrical battery assembly line, battery bi-directional test system, from Wuxi Lead Intelligent, $6m. Also 2 roller press from Naknor

For China GF?

 

[printf42]

Weird to see all these longs on this board losing faith about Q4 deliveries in the last few days.
But seems no one had brought up this:
Elon liked this tweet from a random science account a few days back:
World and Science on Twitter
The Earth is traveling around the sun at 67,000 miles per hour or about 18.6 miles per second!

Sure at that moment there’s a stream of SpaceX tweets, but I still can’t see the context of liking this tweet, except the number in it.

Tinfoil-hat time:

This number 67k looks much like Q4 M3 deliveries to me, because:

• It would be a bit too optimistic to say it is the production number.
• Elon has history of rounding up target to interesting numbers.(420 anyone?)
• With Q4 production not lower than Q3, and 8k in transit + ~2.5k uncleared Q3 checks, then literally no in-transit at end of Q4, this number is actually not far fetched.
• Tesla seems to have been staging the same End of Q3 west coast push for the whole country in Q4. I’m expecting for a walk-in immediate delivery event all over the place this weekend, given you have cashiers checks that can be cleared next Monday. Actually it might have been announced by tweets already if I understood it right.

 

[Fact Checking]

News from supplier: Tesla orderd battery winder, cylindrical battery assembly line, battery bi-directional test system, from Wuxi Lead Intelligent, $6m. Also 2 roller press from Naknor

Twitter

Guess: China Gigafactory cell lines making cells from Chinese minerals?

 

[Unpilot]

Is 12% the biggest single day increase for Tesla?