Looks like Elon had both shoes untied the way WS is reacting today
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Since the CEO is also a joke, what did we expect? I'm sure the thumbs down will come flying but really, a cage match with another CEO? Especially since Musk will look like a complete idiot while getting the snot beat out of him.
Sorry kids, TSLA is a crap stock right now and that is a shame since the company is doing great things.
I'm a long term investor but I've been frustrated with Musk and the companies image for a while now.
Instead of talking about the great innovations and the many achievements of Tesla, we talk about Social media wars, Cage matches, unhinged posts and all other kinds of things that simply do not help the stock price.
I can't wait until Musk decides to hand over the reigns and move onto something else.
Krugerrand
Meow
A) it’s going to be livestreamed on X. Regardless of your position and the outcome - more eyeballs, free advertising for all associated businesses = good
B) all proceeds going to veterans = good
I'm curious... the pattern I see is when there is some news to cause a price drop, you come in and low ball the stock using Kung Fu. I can't help but think this occurs right after you sold. We saw the FUD last week on FSD, we had a hunch it was going to drop. I personally think the CFO news has little to do with the stock price today - it was baked in based on this weekend's FUD.
Look, I'm not trying to call you out. I would just like for you to let me know when you're about to sell.
Markets hate uncertainty, and a CFO leaving a company is a giant pile of uncertainty (eg Why is CFO stepping down? Is new CFO any good? Does CFO know something we don't?, etc)
If I was that age, working 80+ hour weeks for over a decade, and had $100M worth of TSLA, I'd want a break too.
If I was that age, working 80+ hour weeks for over a decade, and had $100M worth of TSLA, I'd want a break too.
13-14 years at Tesla and $100M later, amirite?
Another example of why I think Elon doesn't want a higher stock price. It doesn't serve the mission right now.
Would you mind elaborating on this? I would love to know why a higher stock price would not serve the mission. And while your at it, explain the ridiculous memes that Elon puts out regarding shorts?
That is probably not happening anytime soon.
Our PE is still 79 today, and while Tesla is growing production at a good rate, EPS growth will stagnate this year due to the price cuts and likely grow little next year. 4680 deployment is going slower than expected, Semis will continue to be in slow production for at least another year until Nevada is built out, CT ramp and release will likely be a slow rollout and late in 2023, Giga Mexico hasn't even broke ground yet so the Gen 3 platform is still several years away, and Highland M3 isn't even out yet. Austin and Berlin are still ramping but their growth alone won't be enough to maintain our 50% CAGR production growth YoY, we'll probably slow for a bit until new factories and the Gen 3 cars go into production. I expect we'll see the stock mostly flatline and the PE compress over the next year or two while we wait for the Tesla seeds to slowly bloom.
Long term Tesla will be fine as they are doing everything right, but in the short term (next couple of years) the stock is going to have a hard time breaking out, and probably a very hard time hitting our ATH again. I doubt we'll cross $415/share again until late 2025 - 2026.
Long term the positives will overcome the FUD and market makers control and Tesla will grow to become a behemoth of a company, BUT I fear we are in for a rough ride in the near term. I think the best strategy is to either:
1) sell now and move on to another stock if you can't handle the waiting or don't trust Elon, OR
2) HOLD and wait for this huge delicious loaf of bread to rise.
Just how I feel about TSLA in the "near" term.
A large SP increase causes internal Teslanaires to retire early and start their own YouTube Channel. The smart one's anyway. Elon has stated this fact in the past. He needs those resources for the mission.
Is there any way to add some 'rapid rising flour' to the loaf of bread by any chance? Asking for a friend.That is probably not happening anytime soon.
Our PE is still 79 today, and while Tesla is growing production at a good rate, EPS growth will stagnate this year due to the price cuts, and likely grow little next year. 4680 deployment is going slower than expected, Semis will continue to be in slow production for at least another year until Nevada is built out, CT ramp and release will likely be a slow rollout and late in 2023, Giga Mexico hasn't even broke ground yet so the Gen 3 platform is still several years away, and Highland M3 isn't even out yet. Austin and Berlin are still ramping but their growth alone won't be enough to maintain our 50% CAGR production growth YoY, we'll probably slow for a bit until new factories and the Gen 3 cars go into production. I expect we'll see the stock mostly flatline and the PE compress over the next year or two while we wait for the Tesla seeds to slowly bloom.
Long term Tesla will be fine as they are doing everything right, but in the short term (next couple of years) the stock is going to have a hard time breaking out, and probably a very hard time hitting our ATH again. I doubt we'll cross $415/share again until late 2025 - 2026.
Long term the positives will overcome the FUD and market makers control and Tesla will grow to become a behemoth of a company, BUT I fear we are in for a rough ride in the near term. I think the best strategy is to either:
1) sell now and move on to another stock if you can't handle the waiting or don't trust Elon, OR
2) HOLD and wait for this huge delicious loaf of bread to rise.
Just how I feel about TSLA in the "near" term.
Exactly! I watched Elon's live feed first time I think Friday?
Also, Mark wants to change Threads to Twitter now.
It's a social battle! I love it.
YES, that would occur if FSD got solved to Level 5 before 2023 ends. Although I'm honestly not sure even THAT would kick TSLA out of it's slump, because part of me truly thinks Wall Street wouldn't understand the implications and STILL wouldn't flood into the stock in volume, not until revenues started rising due to FSD at least.
We have lots of positives on the horizon but nothing immediate nor rapid, they are all slow burners. I think we are in a holding pattern for the next year or two.
BTW, Zach stepping down should have and easily could have been addressed on the CC we just had recently. That would have been the perfect time to introduce the new CFO and talk about the transition in a way that might have eased investors concerns.
lafrisbee
Active Member
The deal in the eye of the investors is, "didn't the lead FSD/AI guy leave Tesla and go create the miracle ChatGPT?"
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