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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
bottom is in. I've closed all my CCs exp next week.
So it's settled then. TSLA bottoms lag TMC peak bickering by 2 days.
TSLA and ENPH were at roughly the same price on Sept. 27. That race is looking like a blowout. Hopefully TSLA is more of an ultra marathoner.
anthonyj
Stonks
Just buy. This is the dumbest price, possibly ever.
A little homework for you guys. Go identify the many large drops in the stock’s history. Then read the posts on TMC from those timeframes. Then laugh.
A little homework for you guys. Go identify the many large drops in the stock’s history. Then read the posts on TMC from those timeframes. Then laugh.
All my friends are loading up on the stock (as am I). Huge sale. 2023 on, there will be no looking back. Yay!
Happy holidays all !
Happy holidays all !
I think every non-Tesla sedan and compact SUV is feeling the Tesla bite right now.What folks need to consider is that the single competitor's car line who's sales are being most disrupted by the Tesla Model 3 SR+ is the Toyota Camry and Corrolla.
This is what we call the "Tesla stretch", where folks are spending 10's of thousands more on the initial purchase of a new car than they would otherwise, simply to get the benefits of the economics of operating a Model 3.
When the compact car comes in at the same price as a Corolla, Toyoda effed will be...
Cheers!
When the next gen Tesla comes online, every sub-compact and compact car on the market will feel the impact. The only way they will survive is by ducking under whatever price umbrella Tesla leaves below. And that space will be super crowded/ dog eat dog.
If Elon was selling, he would make his presence known to trained eyes. Not today. Today is just more of the same old margin calls/tax loss harvesting/window dressing BS.
And in Europe a lot smaller, because due to increasing emission regulations it’s getting expensive to built a compliant small car. The luxury brands are already stopping the sale of small cars because not profitable enough.
Dillon Loomis (aka Electified on YouTube) just posted this comment which corroborates some of the rapid growth story around Tesla Energy.
The money shot.
Tesla energy has been starved of resources and that is no longer happening.
The money shot.
Tesla energy has been starved of resources and that is no longer happening.
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Artful Dodger
"Neko no me"
Ah yes, the "Peace of Bautzen" when Bolesław the Brave, Duke of Poland, redirected his forces against the Kievan Rus.
So good to have a student of history on board...
Cheers!
ENPH still has a PE of 165. If TSLA had that PE right now it would be about $600 today.
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thesmokingman
Active Member
lol, just saw a buy for 12K+ shares zip by in my momentum tracker...
I'd have thought that if we've learned anything this year, it's to never call a bottom in 2022.
FSDtester#1
"Circle Jerk Old Guard" per cyborgLIS aka "CJOG"
Guess I am busted....
I actually think most of 2023 will continue to be a "buying opportunity". I don't see what will drive the share price upward. 2024, on the other hand, we will have the difficulties of the Cybertruck launch worked out, Robotaxi opportunity will start coming into focus for the rest of the world, and hopefully the economic cycle will have rotated back to an upswing. 2024 will be 2020's big brother.
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When Tech is down Tesla is a tech company, when autos are down it's an auto company, when solar/green energy is down it's an energy company.Didn’t someone say upthread we were down cause all of tech was down? Are we back to being an auto company?
I can’t keep up.
Quite simple really.
I think the best comparison is AAPL of 2009 to TSLA of today.
What is the current run rate for the megapack production?
At $~2.4M they are equivalent to like 50 Model 3's ... I guess less parts & better margins?
The real kicker is that ENHP gets a PE that's 4X TSLA's despite Tesla growing net income faster than ENPH for the past yearENPH still has a PE of 165. If TSLA had that PE right now it would be about today $600.
Yes ENPH's net income grew higher % wise than TSLA for the previous quarter but that's mostly because the net income in quarter the same time last year for ENPH was way below the net income for the following quarter
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