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

[Tony73]

... because you don't see the economics of solar energy as relevant? Or how solar/bty competes with bio-fuels on an efficiency + cost basis? These are the first principles which determine what works and what doesn't. The Market can ignore that for a while, but ultimately they are pushing a rope uphill. Physics is the law; everything else is a suggestion.

We can all agree. The jury already came back. Bio-fuels/Synthetic fuels are never going to compete with solar/bty.

They compete with the marginal barrel of crude oil.

 

[Artful Dodger]

Hmmm., they don't think Tesla is green? Did anyone blow up the power pole for VW, BMW or Mercedes?

All hypocrites in my opinion.

I didn't see them disavowing the arson in their statement either, just denying knowledge of the attack. That's pretty weak tea for a group who must understand they are the prime suspects. All I saw was them doubling down on their campaign against the only green automaker in Germany.

Why don't BMVWDB have tree houses outside their diesel gates? And how do they continue the illusion that those planted-for-cardboard-harvest trees are a 'forest' which would otherwise be protected? It was already zoned for clear-cutting.

Their stories don't add up, unless you look behind the curtain. Find out where there money is coming from, you'll find the arsonist.

 

[NicoV]

Elon response to the Berlin attack.

https://twitter.com/x/status/1764998660406845620

That first tweet also states: “The power supply has now been restored to the Gigafactory.”

 

[Artful Dodger]

What is going on with the SP?
Did Tesla stop selling cars? Cybertruck orders all for canceled? Lunar years extended to February in China lowering delivery numbers and we get -10% in 2 days?

You didn't hear? Arson fire at an electrical substation feeding Giga Berlin shut down the factory overnight. Left-wing group claimed responsibility for the attack on social media.

 

[scaesare]

The statistics are probably that Tesla cars don't have buttons and all European make cars do. Thus Tesla should conform because "reasons". Can't be different, and certainly can't be more efficient, that would be unfair.

Bring back cow-catchers too!

 

[cab]

OT: Last post for the arson attack that destroyed the power supply of Giga Berlin. I've got the complete Letter of confession of the extremists now. This is part of it:
Shut down volcano group Tesla! : Attack on power supply
We sabotaged Tesla today. Because Tesla in Grünau eats up earth, resources, people, manpower and spits out 6000 SUVś, killer machines and monster trucks per week. Our gift for March 8 is to shut down Tesla.
Because the complete destruction of the Gigafactory and with it the cutting off of "techno-fascists" like Elend Musk are a step on the path to liberation from patriarchy.
...
With our sabotage, we have set ourselves the greatest possible blackout of the Gigafactory as our goal. We have ruled out endangering our lives and the lives of others. The shutdown of production in the automotive industry is the beginning of the end of a world of destruction. Our bonfire of liberation was aimed at supplying Tesla with electricity. We wanted to hit the overhead line of a high-voltage pylon in the connection to the underground cables at the watertight cable sleeves and short-circuit the six 110 kV cables inside. To do this, we opened the shaft to the cable joints, half of which was under water. We still flamed the exposed power cables and, in combination with the water, may have caused a short circuit. Damage to cable joints is often time-consuming and expensive to repair. At the same time, we set the fire large and high with lots of car tires to weaken the steel structure and cause the mast to become unstable.
A steel mast only melts at around 1300 -1500 degrees. As we were working with a heat development of around 900 degrees, the aim was to change the mechanical properties of the mast. As a steel structure under load, a rapid, large fire from 500 degrees upwards can lead to a loss of strength and change the stiffness, yield strength and elasticity of the metal. This can lead to buckling effects, twisting or deflection. That was our intention.
...
FYI: March 8 is international womens day. They never write Elon, "Elend" is german and means miserable. The complete text covers Starlink, refers to Nazis, Imperialism, Teslas with Samsung cameras, accidents at GIGA, lack of Unions, and much more.

Dang, even idiot "terrorists" are apparently engineers in Germany.

 

[mongo]

That first tweet also states: “The power supply has now been restored to the Gigafactory.”

That does not seem correct.
MSN

https://twitter.com/x/status/1765024929303421363

 

[SO16]

Honestly, it is folks on the trading thread that has been remarkably accurate as of the last few years. Especially tivoboy, yoona and dl003. Kudos to them and making money while my HODL has drifted around and deflated like Wilson in Castaway.

Perhaps lows could get to 170 or even 150.

I used to think TA was simply ridiculous with lines and charts and all that gobbly gook. But when enough people believe in it/do it and trade with options, that gobbly gook becomes reality more often than I “feel” it should. Can see it by looking at the 5 year chart for TSLA. Amazing how often the “channels” line up. Again, absurd to me but it is what it is.

I found this video to be pretty enlightening on why options affects SP so much. 30 minutes long but can learn about the history of “the formula”.

I still think options should be illegal and only the buying and selling of stock should be enough. But that will never happen. Far too much money is in options. In fact, about 6 times more money is in options than in the actual underlining shares per that video. Crazy.
I would consider options but I don’t because of the following reasons:

1. I don’t understand them well enough.
2. I have a fear of not reacting in time and miss selling the option and get slaughtered. Either in a car accident, hospital stay or whatever.
3. I can wait it out. I simply buy when I can and hold. I do hope in about 2 years, some of this craziness is behind us. Been saying that for years now. But in 2 years is when I’d like to start taking some out. I prefer above 300. Yes, earlier I did say about how we should be ecstatic at even today’s prices, but I’m still human and have wants….lol.
4. I wouldn’t be able to sleep at night using options. Since I own my shares outright without margin, I can.

Side note, been seeing a lot of YT Tesla ads as of late. Course they are preaching to the choir with me. Let’s hope YT does a better job reaching others who are not aware.

 

[SOULPEDL]

Max Pain for this week dropped to 192.5 from 200. Seems the 180 crowd showed up today.

I would start here for that arsonist in Germany. They would have known yesterday.

 

[SOULPEDL]

Jeezus, i thought it was just good for yesterday, gimmie a few to find my glasses!!

View attachment 1024833

And???
(Here it comes... my fault again.)

 

[M|S|M MYP]

And???

Executed, thanks for making me feed the family ramen for the next few days.

 

[CHGolferJim]

Eventually, these groups' ties to big oil or legacy auto will be revealed and it will surprise no one, as the story will not be picked up by the major outlets.

Or nefarious international actors such as pre-Wall collapse……..

 

[LuckyManX]

If only Tesla would develop steer by wire so the relative position of the buttons to the thumbs remained more constant as the wheel never makes a full rotation.

Maybe someday.

One word -- JOYSTICK! ;^)

 

[Buckminster]

https://twitter.com/x/status/1765034106419659042

 

[ItsNotAboutTheMoney]

I didn't see them disavowing the arson in their statement either, just denying knowledge of the attack. That's pretty weak tea for a group who must understand they are the prime suspects. All I saw was them doubling down on their campaign against the only green automaker in Germany.

Why don't BMVWDB have tree houses outside their diesel gates? And how do they continue the illusion that those planted-for-cardboard-harvest trees are a 'forest' which would otherwise be protected? It was already zoned for clear-cutting.

Their stories don't add up, unless you look behind the curtain. Find out where there money is coming from, you'll find the arsonist.

However, to paraphrase: never ascribe to malice that which is most easily explained by being mental.

 

[scaesare]

I and most of my social circle have multiple graduate degrees and work as scientists in the biological sciences. I've owned the stock for 6+ years and will hold most of it for the longterm, despite Elon, because the mission related to climate change is paramount. Two of my friends that I convinced to buy model Y's enjoy the car but have removed all tesla badging from it & the only time Elon comes up in discussions now is as the butt of jokes. None of the other people I've talked to & hoped to convince regarding purchasing a tesla the last several years will even consider it because they don't want to be associated with the brand. It's sad to see on multiple fronts.

Extremely educated folks removing the badge from a Tesla, thinking that will obscure the brand identity of the vehicle?

Hmmm... methinks these might be some "brilliant in their field, but forget to come in out of the rain" types...

 

[Artful Dodger]

Honestly, it is folks on the trading thread that has been remarkably accurate as of the last few years. Especially tivoboy, yoona and dl003. Kudos to them and making money while my HODL has drifted around and deflated like Wilson in Castaway.
...
I found this video to be pretty enlightening on why options affects SP so much. 30 minutes long but can learn about the history of “the formula”.

Haha, you could also have watched that video in this thread when I posted it here on Friday after the Close: (how'd you miss it?)

#446,259 Spoiler: The power of math to model finacial markets | Veritasium

The problem with "trading" is that you actually make things worse for everyone: worse for others if you gain, worse for you if you lose. Options aren't even a zero-sum game where losses=gains because the croupiers always takes their rake (options market makers own this casino).

If you feel that 'making money' is equivalent to trading stock, I suggest you're one of the 99% who will end up paying for the gains of the 1% who become even more motivated to cheat because they know your hand, and are playing with house money (counterfeit shares sanctioned by SEC rule 201).

Hint: this battle isn't about money, or TSLA, or even Elon: it's about who controls the political economy, and what they are willing to do to prevent losing control. You are witnessing that in real time this morning: Eco-terrorism sponsored by the enemies of the renewable transition, all the while denying it in cleverly-crafted PR releases. If you don't have the stomach for that fight, I suggest you are sitting at the wrong table.

 

[FastEddieB]

Best price is now $182.898. Anyone? Hey, it's not a contest. (Waiting for my other buying friends to wake up... Hello!!!)

I'm in this whole run, and again this AM for 25 more. Can't keep doing this...

I'll repeat the cautionary stock market maxim: Never try to catch a falling knife.

To expand on that, if you were wrong at $200 and $190, what makes you think you're right at $180?

 

[SOULPEDL]

Executed, thanks for making me feed the family ramen for the next few days.

It's for the greater good - Thank you for your service.

I've been here before. This is the part where I get low on reserves, the market recedes more, then 6 months later I have to sell some shares at that lower price to meet life's needs. So, as much as I want to keep doing this, I think I need to tell myself (and write it down) to be careful and keep a reserve this time. The economy is not stable globally, the pressure is not off, and the entire legacy automotive industry is in a deep nose dive. Some estimate 14 Million employees world-wide, 3M here in the US (per chat so there's that). It's not all ICE, but layoffs keep happening, everywhere. And that's not even talking about the oil industry.

I still might grab a few more, maybe 10 for the win... Hope for the best, prepare for the worst.

 

[SOULPEDL]

I'll repeat the cautionary stock market maxim: Never try to catch a falling knife.

To expand on that, if you were wrong at $200 and $190, what makes you think you're right at $180?

I get it... but this is good, I'm getting my shares back that I sold up higher. I only need to manage the longer cycles. Pure HODL is boring.