Short-Term TSLA Price Movements - 2016

[JRP3]

Uber, SpaceX/Tesla, and PepsiCo execs join Trump business council

Maybe we'll see some solar panels on the White House once again, with a Powerpack as well

 

[EinSV]

Adam Jonas apparently published a somewhat positive note on the implications for Tesla (and others) of Alphabet's formation of Waymo and its "less ambitious" self-driving program:

"Alphabet has moved its autonomous vehicle project from Google X to a stand-alone entity within Alphabet and shifted the emphasis from fully autonomous cars without steering wheels to a robo-taxi service that is open to commercial applications and partnerships throughout the transport stack (e.g., ride-sharing, logistics, trucking, personal use vehicles) including licensing with automakers (in addition to the existing partnership with FCA).​

Alphabet’s formation of Waymo symbolizes a less ambitious, diversified approach to accelerating accident free transport networks. We believe this may reflect well on the position of established OEMs (e.g. Tesla) to assert their value at both a physical and data level in the automotive ecosystem."
​

Tesla Motors: Why Google’s Ride Share Isn’t a Threat

 

[austinEV]

Maybe we'll see some solar panels on the White House once again, with a Powerpack as well

Wow what a great idea. Elon could offer to install powerpacks and panels to give the white house honest-to-God grid independence in the event of a power failure. I mean I bet they have gas generators but still. A cool offer to make.

 

[Krugerrand]

I am a civil servant on a county level. I hate to say it, but so many employees protected by the civil service system are grossly overpaid and should be purged. While the system was created and implemented to free employees from political retaliation and in theory allow them to thrive and be productive, in truth it prevents the firing of lazy and incompetent workers. That, in turn, increases the workload of those in the unit who are dynamic and competent, which leads to burn out and reduced efficiency. It's very difficult to break this cycle and trim the fat, unlike in the private sector. IMO, an administration with a business approach is long overdue to reduce fatty, sclerotic Federal institutions and agencies. On that issue I'm sure Trump and EM will find common ground!

That sounds like the definition of a union. The intent was sound, the outcome not so much.

 

[AudubonB]

Make the White House Green Again™

 

[Krugerrand]

I believe this will work. I believe that Tesla has, what it takes. But everyone, please for the sake of your retirement savings, your own sanity and the wealth/health of your family: beware of the risks. They are all too real.

So, you're saying we should have all sold our long positions yesterday like myusername and gone short?

 

[myusername]

 

[Vitold]

I am a civil servant on a county level. I hate to say it, but so many employees protected by the civil service system are grossly overpaid and should be purged. While the system was created and implemented to free employees from political retaliation and in theory allow them to thrive and be productive, in truth it prevents the firing of lazy and incompetent workers. That, in turn, increases the workload of those in the unit who are dynamic and competent, which leads to burn out and reduced efficiency. It's very difficult to break this cycle and trim the fat, unlike in the private sector. IMO, an administration with a business approach is long overdue to reduce fatty, sclerotic Federal institutions and agencies. On that issue I'm sure Trump and EM will find common ground!

Lack of transparency and partisan politics got us where we are. 'Running government like business' means nothing positive if you don't qualify what are the long term goals of such business and define acceptable risks and costs to society. After-all mafia or a drug cartel run a business too.

 

[EinSV]

Adam Jonas apparently published a somewhat positive note on the implications for Tesla (and others) of Alphabet's formation of Waymo and its "less ambitious" self-driving program:

"Alphabet has moved its autonomous vehicle project from Google X to a stand-alone entity within Alphabet and shifted the emphasis from fully autonomous cars without steering wheels to a robo-taxi service that is open to commercial applications and partnerships throughout the transport stack (e.g., ride-sharing, logistics, trucking, personal use vehicles) including licensing with automakers (in addition to the existing partnership with FCA).​

Alphabet’s formation of Waymo symbolizes a less ambitious, diversified approach to accelerating accident free transport networks. We believe this may reflect well on the position of established OEMs (e.g. Tesla) to assert their value at both a physical and data level in the automotive ecosystem."
​

Tesla Motors: Why Google’s Ride Share Isn’t a Threat

To follow-up on a recent post by @CALGARYARSENAL, if Jonas' conclusion was that Alphabet's formation of Waymo was a negative for Tesla, short sellers and other anti-Tesla folks would immediately tweet this blog post, retweet it, discuss it in the comments section of the blog and on multiple social media fora, analyze it endlessly on SA, send it directly to multiple news outlets and reporters, and so on.

There is what amounts to a massive PR machine out there ensuring that negative items comparable to this get as much attention as possible.

Will be interesting to see if Jonas' note gets much if any airplay or ends up being ignored like the blog post from the same author (Ben Levisohn) a couple of months ago reporting on skyrocketing Tesla demand in China. Tesla Motors: It’s Working?

 

[dirtyofries]

The best thing about the whole Musk being named to Trump's council bit was watching Mark Spiegel's Twitter feed go relatively quiet for a little while.

His last tweet was sarcastically about how Ryan Zinke would be great for Tesla.

Who's laughing now?

 

[Krugerrand]

To be honest, the media and the Clinton team is very much to blame for Trump...

Stop right there. Each of us is responsible for our own actions, period. End of story. Believing sugar without doing further research or critical thinking is on the individual. If we all did that, the media in turn would pull up their socks and stop fluffing or out right lying because the media is made up of INDIVIDUALS who often like to pass on the responsibility to others.

Stop blaming other people and start being responsible for your own actions. (Not directed specifically at the poster unless the shoe fits.)

 

[cziegler]

Drove by the Santa Barbara store tonight after closing and saw 19 Model S and 3 Model X sitting in the parking lot. I had never seen that many on the lot before. Any idea what this might mean in terms of hitting their 4Q sales projections? Here's the version breakdown (all but two were Autopilot 2):

Model X
2 75D (AP 1)
1 P90D

Model S
1 60 (AP 1)
4 60
2 75
11 75D
1 P100D

There were also 4-6 cars on the back lot, but it was dark and locked, and they were probably currently owned and being serviced (two of them were classic Model Ss).

A Tesla employee tells me they are trying to have some inventory on hand so they can capitalize on consumers looking to buy TM products for holiday gifts.

 

[Vitold]

Stop right there. Each of us is responsible for our own actions, period. End of story. Believing sugar without doing further research or critical thinking is on the individual. If we all did that, the media in turn would pull up their socks and stop fluffing or out right lying because the media is made up of INDIVIDUALS who often like to pass on the responsibility to others.

Stop blaming other people and start being responsible for your own actions. (Not directed specifically at the poster unless the shoe fits.)

What you write is true but don't give DNC a pass for their (deplorable) hubris and media for valuing a story by how many views it got.

 

[austinEV]

What you write is true but don't give DNC a pass for their (deplorable) hubris and media for valuing a story by how many views it got.

Off topic alert. I am a lifelong dem voter but I really hate them right now for being such freaking losers. HRC is probably one of 4-5 americans who could have lost the election to Donald Trump. Seriously. She was always uniquely poorly positioned to run against him. Nothing against her personally but she didn't get the job done. 99% of the "bad stuff we know about hillary clinton" is fake and invented by the right, but her nomination allowed that vast investment in negative propaganda to pay off. People just didn't vote for her because she "murdered vince foster".

 

[30seconds]

I have more than a few friends in the military. Many of them retired after multiple long overseas deployments due to fighting two land wars in Asia.

Here is a list of military officers purged during the first 5 years of the Obama administration because they did not agree politically with Obama. The number of military officers "retired" in the prime of their careers is unprecedented in US history.

Commanding Generals fired:

· General John R. Allen-U.S. Marines Commander International Security Assistance Force [ISAF] (Nov 2012)
· Major General Ralph Baker (2 Star)-U.S. Army Commander of the Combined Joint Task Force Horn in Africa (April 2013)
· Major General Michael Carey (2 Star)-U.S. Air Force Commander of the 20th US Air Force in charge of 9,600 people and 450 Intercontinental Ballistic Missiles (Oct 2013)
· Colonel James Christmas-U.S. Marines Commander 22nd Marine Expeditionary Unit & Commander Special-Purpose Marine Air-Ground Task Force Crisis Response Unit (July 2013)
· Major General Peter Fuller-U.S. Army Commander in Afghanistan (May 2011)
· Major General Charles M.M. Gurganus-U.S. Marine Corps Regional Commander of SW and I Marine Expeditionary Force in Afghanistan (Oct 2013)
· General Carter F. Ham-U.S. Army African Command (Oct 2013)
· Lieutenant General David H. Huntoon (3 Star), Jr.-U.S. Army 58th Superintendent of the US Military Academy at West Point, NY (2013)
· Command Sergeant Major Don B Jordan-U.S. Army 143rd Expeditionary Sustainment Command (suspended Oct 2013)
· General James Mattis-U.S. Marines Chief of CentCom (May 2013)
· Colonel Daren Margolin-U.S. Marine in charge of Quantico’s Security Battalion (Oct 2013)
· General Stanley McChrystal-U.S. Army Commander Afghanistan (June 2010)
· General David D. McKiernan-U.S. Army Commander Afghanistan (2009)
· General David Petraeus-Director of CIA from September 2011 to November 2012 & U.S. Army Commander International Security Assistance Force [ISAF] and Commander U.S. Forces Afghanistan [USFOR-A] (Nov 2012)
· Brigadier General Bryan Roberts-U.S. Army Commander 2nd Brigade (May 2013)
· Major General Gregg A. Sturdevant-U.S. Marine Corps Director of Strategic Planning and Policy for the U.S. Pacific Command & Commander of Aviation Wing at Camp Bastion, Afghanistan (Sept 2013)
· Colonel Eric Tilley-U.S. Army Commander of Garrison Japan (Nov 2013)
· Brigadier General Bryan Wampler-U.S. Army Commanding General of 143rd Expeditionary Sustainment Command of the 1st Theater Sustainment Command [TSC] (suspended Oct 2013)

Commanding Admirals fired:
· Rear Admiral Charles Gaouette-U.S. Navy Commander John C. Stennis Carrier Strike Group Three (Oct 2012)
· Vice Admiral Tim Giardina(3 Star, demoted to 2 Star)-U.S. Navy Deputy Commander of the US Strategic Command, Commander of the Submarine Group Trident, Submarine Group 9 and Submarine Group 10 (Oct 2013)

Naval Officers fired: (All in 2011)
· Captain David Geisler-U.S. Navy Commander Task Force 53 in Bahrain (Oct 2011)
· Commander Laredo Bell-U.S. Navy Commander Naval Support Activity Saratoga Springs, NY (Aug 2011)
· Lieutenant Commander Kurt Boenisch-Executive Officer amphibious transport dock Ponce (Apr 2011)
· Commander Nathan Borchers-U.S. Navy Commander destroyer Stout (Mar 2011)
· Commander Robert Brown-U.S. Navy Commander Beachmaster Unit 2 Fort Story, VA (Aug 2011)
· Commander Andrew Crowe-Executive Officer Navy Region Center Singapore (Apr 2011)
· Captain Robert Gamberg-Executive Officer carrier Dwight D. Eisenhower (Jun 2011)
· Captain Rex Guinn-U.S. Navy Commander Navy Legal Service office Japan (Feb 2011)
· Commander Kevin Harms- U.S. Navy Commander Strike Fighter Squadron 137 aboard the aircraft carrier Abraham Lincoln (Mar 2011)
· Lieutenant Commander Martin Holguin-U.S. Navy Commander mine countermeasures Fearless (Oct 2011)
· Captain Owen Honors-U.S. Navy Commander aircraft carrier USS Enterprise (Jan 2011)
· Captain Donald Hornbeck-U.S. Navy Commander Destroyer Squadron 1 San Diego
(Apr 2011)
· Rear Admiral Ron Horton-U.S. Navy Commander Logistics Group, Western Pacific
(Mar 2011)
· Commander Etta Jones-U.S. Navy Commander amphibious transport dock Ponce (Apr 2011)
· Commander Ralph Jones-Executive Officer amphibious transport dock Green Bay (Jul 2011)
· Commander Jonathan Jackson-U.S. Navy Commander Electronic Attack Squadron 134, deployed aboard carrier Carl Vinson (Dec 2011)
· Captain Eric Merrill-U.S. Navy Commander submarine Emory S. Land (Jul 2011)
· Captain William Mosk-U.S. Navy Commander Naval Station Rota, U.S. Navy Commander Naval Activities Spain (Apr 2011)
· Commander Timothy Murphy-U.S. Navy Commander Electronic Attack Squadron 129 at Naval Air Station Whidbey Island, WA (Apr 2011)
· Commander Joseph Nosse-U.S. Navy Commander ballistic-missile submarine Kentucky (Oct 2011)
· Commander Mark Olson-U.S. Navy Commander destroyer The Sullivans FL (Sep 2011)
· Commander John Pethel-Executive Officer amphibious transport dock New York (Dec 2011)
· Commander Karl Pugh-U.S. Navy Commander Electronic Attack Squadron 141 Whidbey Island, WA (Jul 2011)
· Commander Jason Strength-U.S. Navy Commander of Navy Recruiting District Nashville, TN (Jul 2011)
· Captain Greg Thomas-U.S. Navy Commander Norfolk Naval Shipyard (May 2011)
· Commander Mike Varney-U.S. Navy Commander attack submarine Connecticut (Jun 2011)
· Commander Jay Wylie-U.S. Navy Commander destroyer Momsen (Apr 2011)
Naval Officers fired: (All in 2012):
· Commander Alan C. Aber-Executive Officer Helicopter Maritime Strike Squadron 71 (July 2012)
· Commander Derick Armstrong- U.S. Navy Commander missile destroyer USS The Sullivans (May 2012)
· Commander Martin Arriola- U.S. Navy Commander destroyer USS Porter (Aug 2012)
· Captain Antonio Cardoso- U.S. Navy Commander Training Support Center San Diego (Sep 2012)
· Captain James CoBell- U.S. Navy Commander Oceana Naval Air Station’s Fleet Readiness Center Mid-Atlantic (Sep 2012)
· Captain Joseph E. Darlak- U.S. Navy Commander frigate USS Vandegrift (Nov 2012)
· Captain Daniel Dusek-U.S. Navy Commander USS Bonhomme
· Commander David Faught-Executive Officer destroyer Chung-Hoon (Sep 2012)
· Commander Franklin Fernandez- U.S. Navy Commander Naval Mobile Construction Battalion 24 (Aug 2012)
· Commander Ray Hartman- U.S. Navy Commander Amphibious dock-landing ship Fort McHenry (Nov 2012)
· Commander Shelly Hakspiel-Executive Officer Navy Drug Screening Lab San Diego (May 2012)
· Commander Jon Haydel- U.S. Navy Commander USS San Diego (Mar 2012)
· Commander Diego Hernandez- U.S. Navy Commander ballistic-missile submarine USS Wyoming (Feb 2012)
· Commander Lee Hoey- U.S. Navy Commander Drug Screening Laboratory, San Diego (May 2012)
· Commander Ivan Jimenez-Executive Officer frigate Vandegrift (Nov 2012)
· Commander Dennis Klein- U.S. Navy Commander submarine USS Columbia (May 2012)
· Captain Chuck Litchfield- U.S. Navy Commander assault ship USS Essex (Jun 2012)
· Captain Marcia Kim Lyons- U.S. Navy Commander Naval Health Clinic New England (Apr 2012)
· Captain Robert Marin- U.S. Navy Commander cruiser USS Cowpens (Feb 2012)
· Captain Sean McDonell- U.S. Navy Commander Seabee reserve unit Naval Mobile Construction Battalion 14 FL (Nov 2012)
· Commander Corrine Parker- U.S. Navy Commander Fleet Logistics Support Squadron 1 (Apr 2012)
· Captain Liza Raimondo- U.S. Navy Commander Naval Health Clinic Patuxent River, MD (Jun 2012)
· Captain Jeffrey Riedel- Program manager, Littoral Combat Ship program (Jan 2012)
· Commander Sara Santoski- U.S. Navy Commander Helicopter Mine Countermeasures Squadron 15 (Sep 2012)
· Commander Kyle G. Strudthoff-Executive Officer Helicopter Sea Combat Squadron 25 (Sep 2012)
· Commander Sheryl Tannahill- U.S. Navy Commander Navy Operational Support Center [NOSC] Nashville, TN (Sep 2012)
· Commander Michael Ward- U.S. Navy Commander submarine USS Pittsburgh (Aug 2012)
· Captain Michael Wiegand- U.S. Navy Commander Southwest Regional Maintenance Center (Nov 2012)
· Captain Ted Williams- U.S. Navy Commander amphibious command ship Mount Whitney (Nov 2012)
· Commander Jeffrey Wissel- U.S. Navy Commander of Fleet Air Reconnaissance Squadron 1 (Feb 2012)

Naval Officers fired: (All in 2013):
· Lieutenant Commander Lauren Allen-Executive Officer submarine Jacksonville (Feb 2013)
· Reserve Captain Jay Bowman-U.S. Navy Commander Navy Operational Support Center [NOSC] Fort Dix, NJ (Mar 2013)
· Captain William Cogar-U.S. Navy Commander hospital ship Mercy’s medical treatment facility (Sept 2013)
· Commander Steve Fuller-Executive Officer frigate Kauffman (Mar 2013)
· Captain Shawn Hendricks-Program Manager for naval enterprise IT networks (June 2013)
· Captain David Hunter-U.S. Navy Commander of Maritime Expeditionary Security Squadron 12 & Coastal Riverine Group 2 (Feb 2013)
· Captain Eric Johnson-U.S. Navy Chief of Military Entrance Processing Command at Great Lakes Naval Training Center, IL (2013)
· Captain Devon Jones-U.S. Navy Commander Naval Air Facility El Centro, CA (July 2013)
· Captain Kevin Knoop-U.S. Navy Commander hospital ship Comfort’s medical treatment facility (Aug 2013)
· Lieutenant Commander Jack O’Neill-U.S. Navy Commander Operational Support Center Rock Island, IL (Mar 2013)
· Commander Allen Maestas-Executive Officer Beachmaster Unit 1 (May 2013)
· Commander Luis Molina-U.S. Navy Commander submarine Pasadena (Jan 2013)
· Commander James Pickens-Executive Officer frigate Gary (Feb 2013)
· Lieutenant Commander Mark Rice-U.S. Navy Commander Mine Countermeasures ship Guardian (Apr 2013)
· Commander Michael Runkle-U.S. Navy Commander of Mobile Diving and Salvage Unit 2 (May 2013)
· Commander Jason Stapleton-Executive Office Patrol Squadron 4 in Hawaii (Mar 2013)
· Commander Nathan Sukols-U.S. Navy Commander submarine Jacksonville (Feb 2013)
· Lieutenant Daniel Tyler-Executive Officer Mine Countermeasures ship Guardian (Apr 2013)
· Commander Edward White-U.S. Navy Commander Strike Fighter Squadron 106 (Aug 2013)
· Captain Jeffrey Winter-U.S. Navy Commander of Carrier Air Wing 17 (Sept 2013)
· Commander Thomas Winter-U.S. Navy Commander submarine Montpelier (Jan 2013)
· Commander Corey Wofford- U.S. Navy Commander frigate Kauffman (Feb 2013)




Liberals cheered when Obama said he would ignore Congress and just implement his policies with "a pen and a phone." Problem now is Trump will also have a pen and a phone. Standing against an Imperial Presidency part-time does not prevent the erosion of democracy.

 

[30seconds]

To be honest, the media and the Clinton team is very much to blame for Trump, it came out in one of those Podesta mails that the democrats and the media wanted (and did) to elevate to most fringe and out there Republicans (Trump, Carson) to increase the chances of Clinton to win.

A silver lining for Musk might be that Trump is focusing on wasteful government spending and yes, the amount of money guys like Boing and Lockhead are getting is ridiculous ... but that's maybe more SpaceX related ..

The people who voted for trump in the primaries and general are responsible for him

 

[Green Pete]

WOW, major swings today

 

[30seconds]

Maybe not for environmental reasons. But for business reasons, Tesla is a favored child in this new administration.

Be careful, for political reasons it also may become a target. Trump won less than 40% of votes in California

 

[Rarity]

NEW YORK — President-elect Donald Trump will meet separately with Tim Cook, the CEO of Apple, and Elon Musk, the founder of SpaceX and Tesla, after his high-profile huddle with tech industry leaders Wednesday.

 

[Ovulation]

The people who voted for trump in the primaries and general are responsible for him

Of course, but in a clear anti-establishment election (Bernie should have been the warning) you just can't bring Mrs.Establishment and run with it. When a guy like Trump is basically able to troll himself into the white house you should question our strategy ^^