Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. CyberDutchie

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

    Well, as a bull we should temper expectations about short term (this quarter) but while keeping the long term growth expectations in tact. Otherwise you’re just a flip-flopper and lose any credibility with the audience. I never thought of Ross as a strong advocate for Tesla. He is a loud...
  2. CyberDutchie

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

    Yes, bulls may have gotten scared by what happened after seeing Q1 production & delivery report reaction and subsequent drop. I hope they all learn to temper expectations. One example that annoyed me recently is Ross Gerber. He expected 500 deliveries and when that didn’t pan out upped his...
  3. CyberDutchie

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

    Just wait… there will be some speculation in the news tomorrow and Wednesday of a massive beat in earnings by Tesla. A new impossible to beat “whisper” number will be all over the financial media, just to be able to create the “Tesla missed” headlines post-earnings It is proven to work over and...
  4. CyberDutchie

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

    I hope so. Elon will have to address the AI risk of wiping out humanity by hiring away the smartest AI developers and building the largest training supercomputer system in the world in-house. This is probably the one thing that keeps him up at night and in his eye the only way civilization has a...
  5. CyberDutchie

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

    This is a great post, a much more civil, much more informative way to reply to questioning here about inventory compared to the “you are stupid” responses I’ve read from some other forum members.
  6. CyberDutchie

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

    So the “700m”, is that the number of vehicles of that type in the global fleet by 2030? What is that number?
  7. CyberDutchie

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

    I agree. While I was impressed with Zack and Tom and a few others, it was so obvious that intellectually and inspirationally, Elon stands far above all of them. But then, he is the biggest mind walking on the planet today so not easy to replace him.
  8. CyberDutchie

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

    For me the one thing about the whole presentation that stands out is: the whole company is working on the 20M car target. Before today you could say that number was just an inspirational number thrown out by Elon a couple of times. I expect a few analysts will update their model spreadsheets...
  9. CyberDutchie

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

    A nothing burger. Elon was very clear on the calls that the 50% is the average for the coming years till 2030. Some years it will be less, some years it will be more.
  10. CyberDutchie

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

    Why would we not be down 7 straight days, or 4 straight weeks, or 6 straight months? I don’t expect any Tesla news before the end of the year that would give hope for a rally. Futures green at best would slow down the decline. The real question for Tesla stock is: are we done with the margin...
  11. CyberDutchie

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

    Elon listened to the share holders when the 420 funding secured happened. Those that believed in him petitioned hard against the going private. They did not want to get forced out of the stock. Quite a few long time supporters who were believers and invested from the very beginning are now...
  12. CyberDutchie

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

    “Arresting the slide means changing Musk’s behavior on his social media platform.” Perception is reality, fundamentals don’t matter. Tesla brand is hurting and the market is reacting to that. Shorts are taking full advantage. Tesla board is silent. Until Elon Musk is done with this Twitter...
  13. CyberDutchie

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

    I wonder at what point the pressure to do something about the stock price depression is growing from inside. For someone who joined last year with stock-based compensation (ESPP) locked in for two years at then price levels of around $400 the current levels must be so demotivating. Elon has...
  14. CyberDutchie

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

    I have bought one lucky share at that price, every investor needs one, then we can move onward and upward—should be a fairly quick ordeal
  15. CyberDutchie

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

    At least the split will take the “I owe you” shares that are used for naked shorting out of the market for the few days leading up to Aug 17.
  16. CyberDutchie

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

    Valuations took a huge hit this year so far, because of rising interest rates as cost of borrowing goes up. However, I feel that Wallstreet does not look at how this impacts each individual company. Tesla with its low debt is practically immune to rising interest rates and deserves massive...
  17. CyberDutchie

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

    It’s funny how the media headlines say “Tesla Executive” leaving. I don’t think he’s considered an executive, those titles typically reserved for C-level and E-VP level, not directors or senior level management
  18. CyberDutchie

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

    Exceptional talented guy, I can imagine he needs a new challenge. FSD seems to be on the path to solving already, according to Elon by end of this year.
  19. CyberDutchie

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

    My Model X Long Range ordered Jan 2021 had an estimated delivery Dec ‘22-Mar ‘23. But all of a sudden I got a VIN assigned and delivery window Jun 23 - Jun 30. Definitely end of quarter push. Unfortunately I won’t be able to take delivery on such short notice. I suggested to Tesla they...
  20. CyberDutchie

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

    Tesla Stock Drops Despite Stock Split and RBC Upgrade to Outperform By Investing.com TSLA was somewhat shielded from the plunge last Thursday because of the USB upgrade. I hope today we’ll be saved by this upgrade but premarket so far doesn’t show it
  21. CyberDutchie

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

    Yes, the price of 8K Samsung TV I ordered in March dropped $1000 even before it arrived 😅
  22. CyberDutchie

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

    Please do, and try for us if Monkeypoks is real too…
  23. CyberDutchie

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

    Did the low of day trigger the uptick rule yet?
  24. CyberDutchie

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

    Unbelievable as if things weren’t already bad enough for TSLA stock, now this. Anonymous person makes up an sexual harassment story to taint Elon’s reputation, provoking more political conspiracy tweets by Elon, and crashes TSLA. Who wins? The story is related to SpaceX HR, nothing to do with...
  25. CyberDutchie

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

    I wished Elon or Zach could read your post. The price movement lately should also be upsetting to some Tesla employees
  26. CyberDutchie

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

    Today it is relative to Nasdaq and other large caps
  27. CyberDutchie

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

    TSLA stock is a disaster right now, I’m not one of those here who is happy and saying buying opportunity. If this continues I probably get a maintenance call resulting forced selling. I really hate all the FUD and manipulation that’s happening right now…
  28. CyberDutchie

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

    OT, but had to post these pics as I noticed this massive expansion at the Harris Ranch supercharger
  29. CyberDutchie

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

    Obviously this is a total fabricated story, a Model S door retrofitted with Model X automatic door hardware (and software)? Haha, got to do better than this to fool anyone here, lol
  30. CyberDutchie

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

    I’ve had my X for over 6 years and the self presenting doors are my single most appreciated feature. It senses my intention when I move toward the driver side, opening the door for me at the exact right time and with the exact amount of space. It learns from the owner’s habits and behavior...
  31. CyberDutchie

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

    Elon should tweet that he is not selling TSLA stock to finance the Twitter purchase. Or would that be a violation of SEC ruling?
  32. CyberDutchie

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

    Massive sell-off of TSLA, not normal. I compare to NVDA when a big drop, they usually drop same percentage, not today
  33. CyberDutchie

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

    Market Watch reports: Tesla shares rose 7% in premarket action as the electric vehicle maker posted better-than-forecast earnings, thanks to price hikes. Huh, price hikes? Did they not explain on the call that these price hikes are impacting revenue 6-12 months out when these new orders...
  34. CyberDutchie

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

    I’m worried whenever Jerome Powell opens his mouth, never good for the stock market
  35. CyberDutchie

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

    That is 2021, before inflation. Elon’s tweet is about seeing inflation today. COGS will go up with inflation and as long as Tesla honors the old car prices, as a result, margins will have to go down.
  36. CyberDutchie

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

    I have yet to hear any YouTuber talk about the hit on margin for Tesla because of inflation. They all say the price increases will improve margin. Most forget that these price increases apply to new orders only. Tesla is producing cars for orders like mine from over a year ago at the old price...
  37. CyberDutchie

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

    Mine $114,790 for same configuration but with the 7-seat option ($3,000 less than 6-seat). I ordered Jan 27, 2021. That’s $27K or about 20% discount from current price. July 2022 delivery estimate. Tesla hasn’t started producing my car yet, so in a way by honoring my price they are giving up...
  38. CyberDutchie

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

    Study finds at least 1000 hectare of expansion and new businesses can be supported by the region. Current Tesla site is 60, so plenty to grow!
  39. CyberDutchie

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

    Now Q&A, question about what Tesla still has to do before production. Answer: install sensors for measuring air quality and reporting the data. Tesla has two weeks for that. Two weeks is Tesla’s plan, not some imposed deadline from government
  40. CyberDutchie

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

    Lots of praise for Tesla and recognition that Tesla has put Brandenburg on the map, and brining lots of activity, jobs, and prosperity to the region. Also a brief reference to the Ukraine crisis but didn’t get the point.
  41. CyberDutchie

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

    TSLA disproportionate drop definitely has something to do with Giga Berlin news of more delays. Now they’re looking at water consumption by Tesla suppliers that move into the region. This can drag on and on and push the chances of never getting a permit and being forced to dismantle the factory...
  42. CyberDutchie

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

    In these situations best is to not reply at all and let it be… why drag on this exchange? Usually will only make things worse
  43. CyberDutchie

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

    I get it, higher interest rates means higher cost of borrowing so lower future profits especially for cash-strapped startups. Luckily Tesla is swimming in cash with very little debt obligations. I feel bad for the likes of Lucid. Wait, what??? 😲 LCID up 8% while TSLA down 5% today, yeah, that...
  44. CyberDutchie

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

    Tesla, please split soon and use dividend to award extra shares to holders of real stock to weed out all these naked shorters.
  45. CyberDutchie

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

    It boggles the mind that LCID is up 3.5% while TSLA is down 🤔 Retail investors are looking for the next Tesla, they think they have missed the boat and TSLA is too expensive. This is why I believe Tesla should announce a split sooner then later.
  46. CyberDutchie

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

    I’m stunned… how can F be up 12% on a day when TSLA is down 4% and the only news is: Ford announces a plan to double production of Lightning trucks 🤔 I hope CT will crush Ford and take them out of business all together
  47. CyberDutchie

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

    But the YoY growth is slowing from Q3 to Q4… that’s not good 😅
  48. CyberDutchie

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

    And now the estimated delivery jumped from “Jan 1-10” to “Mar 20-31” … sigh I am starting to wonder if there is a major supply issue with Model S, and fear the delivery numbers for Q4 are going to be bad (for Model S at least). Anyone else with an S reservation seen the same jump in estimated...