The Lo Pez Dispenser again today. "yet to build a car in China" GTFOOH
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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EVNow
Well-Known Member
LOL. Niedermeyer actually ran a website called "Tesla death watch" for years. He is as far as you can get from solid/honest in terms of writers.
BTW, what do you mean "LL is hardcore leftist" and what has that got to do with Tesla ? There are a lot of what you might call "hardcore leftists" like me here who aren't exactly anti-Tesla.
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Alphacrux
Member
Disagree. I just bought a Raven (waiting for delivery). I can always update again in a few years.
shrspeedblade
Rideshare Monkey
Yeah but Elon blamed Raven rumors to be the reason why SX drop off for q1. So this is not a hunch or anything, it's historically proven facts.
You forgot a point...Months of gloom and doom about Tesla in the media, but if we are to believe Fred's source Tesla is having record sales in North America. The question that has been bugging me today is how those two things can be reconciled. Possible explanations I can think of:
- Many people don't see the mainstream media and their FUD (or we, as vivid Tesla followers, see too much of it)
- Many people see the FUD for what it is: bullsugar
- Even bad news is good news: people read FUD about Tesla, get interested in the brand, do some more research and find out there's a lot to like about the cars (Youtube for instance has great videos by owners).
- Many people base their buying decisions on what they hear from informed sources: Tesla owners among their relatives, friends, at work, in communities and neigbourhoods. Thank you ambassadors!
Maybe it's just a combination of all of the above
- They drive one.
Tempting... but I don't think I'll need to post anything.
This url is currently inaccessible, not sure how safe it is and if there is toxic waste to be stored indefinitely afterwards...
There's a great HBO show called "Chernobyl" (just finished running this week) that is pretty close to being a documentary rather than fiction. Highly recommend.
It's mind blowing. Especially considering that in the aftermath there was a high probability of repeat explosions that could have made half a Europe uninhabitable.
There were people who (half)knowingly sacrificed their life to prevent the repeat explosions.
Some risks seem to not be worth taken.
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EVNow
Well-Known Member
I doubt it. First, most of Raven sales seem to be X. In the order tracking sheet here the ratio of X:S is insane - like 10:1. Second, I'm not sure people want their S to look more like 3.
The problem is S is not differentiated enough from 3, esp in places where they would prefer a smaller car like 3 to S.
If it stopped at an interior refresh then I am not afraid. But now rumors are exterior refresh, tri motor design and a newly designed lighter battery pack giving 400+ miles of range with possible insane 0-60 times and 250kw charging. This affect resale value and depreciation which will have people waiting.
they are rumors. Not like we know which parts are even true. The source is social media...
I don't know why we just don't get it directly from The Grid.
No more boron, thorium and other pot-of-energy-at-the-end-of-the-rainbow discussion. Take it elsewhere.
Mod
Mod
Not saying Tivo was wrong at all. He has been right more than anyone else I can recall here. Wish I had been trading on his calls.
When news finally impacts the SP for fundamental reasons, you have to wait before applying technicals. For example, what if the news was actually that Tesla had to idle their 3 production line 'temporarily'? How would technicals apply then?
Technicals can be very real, but fundamentals will overwhelm all.
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Raven was a rumor too and came to be true.
Not saying these rumors need to be credible to affect sales. The fact that multiple ev sights are broadcasting these rumors will affect sales.
D
Now, it we really can get up over 215/220$ here with conviction and hold that - even when the overall market inevitably is going to move lower again, then that could be a change in consensus. I’m not going to chase this move though at this point.
I think short gots more than they EXPECTED and don’t want to look a gift horse in the mouth, and that led to a dis proportionate amount of buying. I have been too busy in the past five days to crunch the numbers and review short interest change but I think I know what I am going to find when I do.
My overall mkt feeling is we’ll have some lower market tests in the near term. I would expect TSLA to perform similarly to the last mkt down trend. Meaning, another over react to the downside.
Duffman says, temporary bounce. Just as the market went up from way oversold conditions, so too did TSLA. I don’t really see any fundamental change in the last three market days to the short term story. As others have pointed out, without necessarily being too much higher beta, TSLA is going to move faster in these types of wild swings.without a strong change to the story. Leaking info about possibly slightly higher sales than what may have been modeled doesn’t change it too much for me.
Now, it we really can get up over 215/220$ here with conviction and hold that - even when the overall market inevitably is going to move lower again, then that could be a change in consensus. I’m not going to chase this move though at this point.
I think short gots more than they EXPECTED and don’t want to look a gift horse in the mouth, and that led to a dis proportionate amount of buying. I have been too busy in the past five days to crunch the numbers and review short interest change but I think I know what I am going to find when I do.
My overall mkt feeling is we’ll have some lower market tests in the near term. I would expect TSLA to perform similarly to the last mkt down trend. Meaning, another over react to the downside.
A year from now Model 3 might be improved too. At some point you just have to buy your vehicle and enjoy your life. No point in worrying about what things you may or may not miss based on unsubstantiated rumors.
I remember before the Model 3 came out, there was a narrative that a HUD was pretty much inevitable. Still waiting...
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