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I thought the investor presentation was great. I really enjoyed the 3+ hours of detailed information of how they are going to get to 1TWh energy storage and 20M cars by 2030. It was super bullish and makes me way more confident that they will get there, than I was before the presentation...

Exactly this. As I read on Twitter (sorry I cannot remember the source). Tesla raised the prices substantially when there were 9 month waiting lists. That was around 12 months ago. Since then they have burnt through the backlog, and the backlog would have been bought at the previous 2021...

This is gut feel, but taken all the numbers into account, I don't think we are going to see under $100. We have bounced off the previous minimum today. And really the whole panic of the past 3 months is just that, panic. We are slightly short of numbers and demand is less than it was 12m ago...

Tesla deliveries still up 40% YOY, lets not lose sight of that Yes Q4 was a few percent less good than expected. It will be very interesting to compare Tesla deliveries in Q4 vs. those from other automakers. I suspect many will be showing big YOY reductions in deliveries from an already weak...

No, the current value of the shares is now $5m less than what I paid for them I have only ever sold TSLA shares twice. At the end of 2020, I sold $1m worth to buy a house at post-split average of $200 (These shares I bought at $12). And at the peak 1 year ago, I sold $1m at $400, but then...

Yes I am now $5m underwater I am trying to work out what I am missing, and I cannot come up with a good answer. The only scenario really is if everyone thinks that there is no longer a growing market for Teslas, and there is really no good evidence for that. At $133, we will have dropped two...

All of the gossip, is just that, neighbours gossiping over the garden fence. The reality doesnt change, but people can entertain themselves along the way, and if some people would rather occupy their mind with more important things, then they should choose to ignore

Yes. The big takeaway is that we are in a bear market right now. If someone wants to have great investments, they should BUY GREAT COMPANIES IN BEAR MARKETS and SELL GREAT COMPANIES IN BULL MARKETS. So while in a bear market, you should only track the share price if looking to buy more. There...

Yes feels like Elon selling. Plus makes sense with his 10%+ Twitter loans that need refinancing.... I am also in the red now but everyone please take a longer term view. The fundamentals of Tesla have never been better. If you are not looking to sell your TSLA shares right now then it really...

This is very good news China factory already at 1.2m per year rate (sales rather than production I know) and majority still for China market We should hit 500,000 sales in Q4 across all factories. EOY discounts are probably just to encourage local deliveries as year end approaches so we can...

FInal update, I have now reached my target of 80,000 shares. I am not moving from here and plan will be start unloading (very gradually) once share price hits $1,000. Still feel confident we will see $3,000 at some point Now I need to find a new hobby for the next few years!

I have recently sold my business Spotting narratives that AI traders may miss... hmm interesting idea....

Wedbush own as much TSLA stock as I do... https://whalewisdom.com/filer/wedbush-morgan-securities-inc#tabholdings_tab_link Maybe I should do a press release....

Yes I look at PEG ratios too PEGs in good times "always" return to 1 (at least 1, maybe much higher), especially for companies with little debt I predict $5bn profit for Q4 22, meaning $20bn annually. Divided by market cap of $580bn and 50% growth rate, this is a PEG ratio of 0.58 so Tesla is...

Update, I just added 500 shares at $188 so now I have 75,500. I will keep buying if it goes lower until I have 80,000 @ $600b market cap and $5b expected earnings in Q4 22, Tesla has a P/E of just 30 Incredible for a company growing at 50% per year and with zero debt. And don't forget that all...

Not ALL the proceeds, I was paid in GBP so I put a few million in 4 year UK government bonds, to stop me stickling all the proceeds in TSLA. Otherwise my wife will kill me...

I have been super lucky. I sold my company, the deal closed on Monday and the funds came through on Tuesday. So last week I bought 27,000 new TSLA shares at an average of $243. So quite a discount from the $300 the share price was a couple of weeks earlier when I thought the deal would close...

A question, has there been any communication from Elon/Tesla about a possible $25,000 Tesla model? I think this issue came up after battery day only because there was a model in the presentation with a cloth draped over it, so the cheaper model became speculation. I do remember Elon saying a...

Spain makes complete sense in terms of natural resources but is very challenging regarding employment and trade union laws, working time directives etc. And high chance of political interference in operations, coupled with low productivity for factories/industry (down to constant strikes...

Correct. Basically analysts are incapable of factoring any news into their models because they don't know whether it is positive, negative or neutral to valuation or the news is a reality or head-fake, especially with civilization-changing innovations like FSD - but then again, I have no idea...

Yes the availability of cash/capital is an under appreciated part of investing. If anyone has cash and thinks Tesla has a great future then any time in the past 10 years has been, and currently is a good time to invest Tesla Once I had built a good position in Tesla then I have played around...

I am not so sure, Childhood obesity rates are climbing at a terrrific rate. and obesity is the biggest factor to premature deaths. Even for covid-19 if you look at deaths of people under 80, obesity was the biggest risk factor. Similar for diabetes, kidney failure, heart atttacks, cancers etc...

Yes we also did this in the first 3 months of covid-19 when basically everyone was scared and wanted to work from home. It was fine, the company did not crash and burn and we managed our projects fine. But we had way more client issues than usual because junior employees were not as forthcoming...

I have spent the last 5 years scaling my own company (before someone asks, I cant give more details right now) from 1 to 50 employees. We have a no remote work rule based on my experience in the last start-up (not mine) I worked for. There is a very high opportunity cost of working remotely...

Google is currently trading at a multiple of 18 times 2021 earnings. And Google is growing around 20% each year (actually 40% in 2021) TSLA is being whacked down with the macro. Even if they did $20bn profit this year (higher end estimates) at a rate of 50% yoy growth. This gives a multiple at...

Yes I talked to my bank manager yesterday about a margin loan against by tesla shares so I can use the money I have saved to pay tax to buy more shares, and use the loan to the pay the tax. I have bought 200 shares today and yesterday, and once the loan passes, I will get 500-1,000 more...

Yes this is crazy. I had a good year last year meaning I have a EUR500k tax bill to be paid at the end of June. And I had that money sat in my account. I have just got off the phone with my bank manager to get a EUR1m 12m loan at 1% interest and at the same time I have bought 100 Tesla shares...

I really wanted some ARKK a year ago but my broker in Europe didnt offer it, so I bought more Tesla instead. Lucky me! I cant believe they have bought GM, especially now they are down 70%! I really like Kathy but apart from the Tesla big win, are there any other companies they support/invest...

Well I was wrong, I thought Elon would fund these via loans against his Tesla stock Still whatever, in the stock market it is better to be decisive than right! Still very happy to have picked up some cheap shares. At the end of the day, all this is noise and only important if someone is...

Yes I just bought another 150 shares. I had to sell all my Amazon, Apple and Google. So I am all-in on Tesla now!

I doubt its Elon selling. Whatever the case, I just bought 150 more for a nice round 12,000 :) Tesla future has never looked better

Me too!

Thanks so much! I will go to the other thread and investigate further so not to clog up this one! Noted about not using warrants!

Thank you, that is why the numbers did not make sense, and why it seemed like bargain of the century. Thanks everyone!

Hi everyone. I am a little bored with the share price action over the last few months and I thought I would buy a call option. Can I check how these work? I am based in Europe, so I actually have to buy a warrant but I think they are pretty much the same. So I see that I can buy 1,000 call...

Yes Dave Lee is great. All kinds of great content on Youtube by Dave, he is a massive plus to the Tesla community Same re. Rob Mauer, Stephen Mark Ryan, Now You Know and Warren Redlich. Most of them get a little ahead of themselves sometimes which is only normal. At Now You Know they were...

Pierre is along the right lines, but his 8 year cash forecast is very conservative imo. And thats still ignoring robo-taxis Average selling price for Teslas even at 20m per year will not be $25k and especially not in 8 years time. I suspect it will continue to be around $45k-$50k meaning it...

Goodness me, I will be buying the dip today :) 15mins to go... I don't have a lot of fresh powder so I will continue my plan from last week: - I used to have 500 Apple shares. They have dipped the least but also have the least room for growth imo so I have been selling these off. I will sell...

If we know that when Elon stops selling people will start buying then we can predict that TSLA will go up. That would make it a good time to buy now :) I have mentioned before on here that I sold 10% of my TSLA holdings at an average of $1,150. I have bought about half back under $1,000 and...

There are lots of great YouTubers who talk about the fundamentals. Tesla Daily and SolvingTheMoneyProblem are very good or if you are feeling very bullish Warren Redlich. But basically read everything you can get your hands or eyes on, and do the calculations yourself. All outcomes are...

People panicking and moaning again :) Elon was always going to sell these shares so he can pay his tax bill. It makes sense because the feeling is that the market has topped out, maybe not for TSLA but yes in general and Elon doesnt want to spend all his days worrying about the share price, he...

Over the past few weeks, I sold 750 TSLA shares @ $1,150. Roughly 7% of my holding. Only because you have to take your winnings at some point! Today I bought 100 shares back @ $1,050 Couldnt resist!

My 10 year old has been doing the Synthesis course for 6 months now. He loves it!

We have bounced off $800 twice this week. My bet is today $800 will hold. I dont believe in technical trading BUT often it takes 3 times to get over these psychological thresholds. I remember when we moved past $1,000 before the stock split, we bounced back off it about a dozen times On to...

Are these Tesla chip factories, or simply supplier chip factories? If Tesla then thats incredible news

Ultimately the subsidies dont matter too much. Tesla cant make all electric vehicales by themselves Its the unfairness of the subsidies that hurt (although they have not been signed off yet)

Just bought another 70 shares Seems like a good time, record production, great new FSD update, two new factories about to launch...

Haha, it took me 40 years of life to get to $1m, and just 1 more year to reach $10m How long will it take TSLA to get to $7,500? $100m here we come! Thank you Tesla! (me wondering why I am still at work....)

Yes I have Enhanced auto-pilot in my Model 3P in Spain and it just feels dangerous. Half the time it desengages half way through overtaking a truck on the motorway so I have stopped using it. I am picking up my wife's Model Y on Saturday! Very excited to see the differences from my 2019 Model...

I am not so sure. My Square stock has also dropped 30%, PTON even more (although they had big recall issues). COIN is down 40%, Palantir 50% Apple was down 10% at one point and Amazon 15% The higher the PE ratio, the more stocks have dropped, this has happened across the tech market Yes there...