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  1. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    With hindsight we are all geniuses. 2023 fourth qtr was a record by all measures, followed By a massive drop. That’s not possible to anticipate.
  2. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Free cash flow= cash flow from operations - capx Capx directed at ai chip sets Without investment in Ai compute chips there is no FSD
  3. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla needs pricing power. Without pricing power it’s a commodity. Relying purely on price reductions is a losing proposition. For the stock to rally tesla needs pricing power and sales growth, Elons should indicate how he plans to achieve that. The cars must be so desirable that people are...
  4. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Releasing supervised FSD for $99 per month should have had a Positive effect on the stock. Because it implies additional adoption and revenue and progress Towards full autonomy. Instead it gets ignored and buried with these layoffs. Moreover, It seems tesla cannot keep its top management...
  5. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He just wants to save mankind , no ego
  6. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    All this spinning gives me vertigo
  7. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He has countless options, including getting hired by Mercedes , VW etc to develope Their electric unit. But for sure he is not going to start an electric car company.
  8. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don’t buy your explanation. Preventing Drew from join the competition is Worth more than firing him.
  9. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And you would know the exact number. Your assertions are the usual FUD
  10. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Another incorrect and worthless comment
  11. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Now it’s clear you have an agenda.
  12. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They are basically running a non profit , if so why invest in the stock.
  13. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wonder why inside sources ( I assume) would cooperate with Reuters And feed them negative stuff. Why would they undermine the company? Are they short the stock. Does Reuters pay them for info. Or is this a pure fabrication .
  14. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Somehow I thought the roadster would be the robotaxi.
  15. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Somebody is being paid at Reuters for fake tesla new.
  16. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Robotaxis are a fantasy at this point, an aspirational thing. A tesla 2 has an immediate world market. It seems the well has been poisoned.
  17. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Before fsd is fully operational , he decides to go full robotaxi That seems far fetched. Fsd is no where near that. Again we are left adrift as nobody at tesla confirms or denies. .
  18. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Makes sense, sales catalyst . Are you implying they are desperate for sales. If you got hw4, that could be an added value.
  19. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    At most 55%, from the usual nattering nabob of negativism
  20. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agree , responding to Gerber should be beneath his contempt.
  21. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Amazing, FSD will be a need , not a want. This should drive sales In the future. If so, sales growth will eventually resume . Traffic congestion is probably at an all time high, FSD Is the antidote to traffic frustration.
  22. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, break it down by colors too. Like how many reds ones.
  23. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Without sales , and pricing power , you have nothing. Now tesla has to capitalize on FSD, to both increase Sales and regain pricing power.
  24. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This drop in demand is worse than anticipated. And it’s not price, these cars are inexpensive.
  25. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The justification for lowering car prices was affordability. Frankly $12,000 for FSD 12.3.2 beta is unaffordable to the masses. Waiting to see how this gets implemented.
  26. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sold out bulls worried about camera calibration.
  27. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla is taking steps to monetize FSD , a positive first Step in aiming for wide mass appeal.
  28. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    One would think the soft quarter would be fully discounted by now, and the positive Developments in FSD would attract buying. However It seems buyers are fearful of buying before The quarterly numbers are released.
  29. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don’t think we will go lower after the qtr, it’s substantially discounted. Moreover at that point it will be “safe” to buy on FSD prospects. It’s difficult to choreograph this stuff. Just hold on.
  30. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Buying before this qtr numbers are released is risky. After that risk is out of the way, more likely FSD buying Will emerge.
  31. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wall Street Will believe when FSD starts generating revenues. After so many failed attempts Tesla has to show them the money.
  32. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla just announced price increases in China on April 1. This seems odd. Plus they export world wide what is not consumed Locally. That would imply a world wide slow down, which Would seem unlikely.
  33. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Inflation is a monetary phenomenon. Tesla does not drive inflation.
  34. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hear ya, same experience. I will let the invisible hand, competition to drive the price down.
  35. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In Q1 tesla was production constraint, that in combination with tesla ads might create A demand exceeding supply situation, hence a price increase might be justified. We shall see.
  36. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Eventually I expect sold out bulls and shorts to start competing to buy the stock. These initial fsd results are very compelling.
  37. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    When fsd proves 10 safer than a human, car insurance cost will likely come down. The car injury lawyers may feel the effect, and that may further reduce car insurance premiums. Stay positive, something good always happens.
  38. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD may well improve exponentially, I think you are trying to convince yourself.
  39. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Real men driving real trucks in the real world. Can you handle the truth.
  40. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A transition quarter or 2 will not depress the stock permanently. This breakdown is irrational pessimism. Growth Will resume with both existing models and new models. In a world where everything is going up in price, Tesla’s price reductions Make it more affordable than ever. That combined...
  41. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Has anybody ever made money in India?
  42. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fsd subscription rate will take off way before that, and software gross margins are At least 75% and recurring .
  43. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You don’t understand ai imitation learning. It’s solved , few more iterations ….
  44. D

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Try commuting 2 hours per day in heavy traffic, you will pay Anything to have fsd . Even the present version is a godsend.