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

[TheTalkingMule]

And now these idiots on CNBC are about to be forced to talk TSLA. Hilarious.

 

[gene]

I can buy 3 x Cybertruck with my AH gains!

 

[Beltsbear]

I think I need to call in sick tomorrow. I think I am coming down with affluenza.

 

[goinfraftw]

Ninja-edited it.

Samesies...ha ha ha...

 

[SOULPEDL]

So how much for that roadster?

 

[deffu]

So we should have some corona beer and all american burgers now?

 

[Open Interest]

And now these idiots on CNBC are about to be forced to talk TSLA. Hilarious.

Can’t wIt to watch this tonight! Stocking up on popcorn...

 

[Fobble]

Just wait until Elon starts dropping some crazy news during the CC. If he delivers on his promise for a 5 year outlook, well, look out.

He'd better not talking too much. Otherwise, we would see TSLA drop like a rock tomorrow

 

[SMAlset]

Looking forward to CNBC discussion. Tim just kind of grinned and shook his head so waiting for commercial break to end. Wonder how much time they will spend on Tesla.

Go Phil....

Why are the Tesla car deliveries’ graph in Red? Red has a subliminal impression to it.

Eating crow at the table.

 

[Nocturnal]

Shorts right now - "AR is up! Fwaud!" "production capacity to 760k but 500k sales guidance. Demand problem!" "warranty fwaud!" "cash up but interest income down! fwaud"

They are going to have a rough day tomorrow.

 

[Fobble]

I think I need to call in sick tomorrow. I think I am coming down with affluenza.

Did you just return from Wu Han?

 

[BornToFly]

Is there a link to the ARK video?

 

[Fact Checking]

And now these idiots on CNBC are about to be forced to talk TSLA. Hilarious.

Think about it: while on the job the CNBC anchors can't cover their Tesla short positions. Which one will break down and rush from the set first?

 

[Tifighter]

This afternoon is...fun.

Unless you're Tim Seymour.

 

[jkirkwood001]

Wow, let me repeat that, Tesla just guided for production capacity of 740,000 cars/year in 2020 - an about +75% increase over their 2019 capacity.

View attachment 505707

Hey "fact checking", not to rain on our parade, but that's capacity, not projection. the projection is "For full year 2020, vehicle deliveries should comfortably exceed 500,000 units"

 

[Cherry Wine]

I hate myself for not buying more at $500
But I really doubt that Tesla can product 760,000 car in 2020, considering the New Corona Virus situation. They might end up lose a quarter of productivity in GF3

I disagreed with this for two reasons: 1) They didn't guide for 760k production (annualized at 740k by middle/EOY); 2) Regarding coronavirus, that's a big conclusion you're jumping to there.

Hey "fact checking", not to rain on our parade, but that's capacity, not projection. the projection is "For full year 2020, vehicle deliveries should comfortably exceed 500,000 units"

I think you are both accurate. It's projected capacity.

 

[fdutra1]

There's much exuberance here and strong expectations for the earnings - I feel the same, and I think we're right to feel it's going to be good, and very much a beat given the consensus EPS is below the actuals for Q3, despite way higher deliveries, 7000 cars from inventory, strong LR/P M3 mix and more MS/X.

Furthermore, I'm pretty sure there'll be a slew of good news as well as strong, but hopefully conservative (eh, Elon) guidance for 2020 and perhaps beyond.

However, a good ER, even a stellar ER, doesn't guarantee the SP will rise, we've seen this happen before. Now I think there must be enough momentum, goodwill and positive sentiment behind the stock that such machinations won't be so successful, but given the hiding the MM's are facing with calls, I'm also expecting some kind of fight.

All I'm saying is curb a bit your enthusiasm, see what happens and make sure you have a strategy in case it doesn't go the way you expect.

So True, It's happening to FaceBook as we speak, beat earnings and crashing.

 

[ggies07]

I have to go to a damn HOA meeting tonight, but I'll be back!!

 

[Nocturnal]

I just developed a huge crush on Tasha. DM me if you read these forums?

I sold a few trading shares prior to the bell because I have a loan I want to payoff. So glad I held on to the other 95% of my investment.

I disagreed with this for two reasons: 1) They didn't guide for 760k production (annualized at 740k by middle/EOY); 2) Regarding coronavirus, that's a big conclusion you're jumping to there.

Capacity / = will produce.

 

[Mkorpal]

Thank god I have a beer dinner to work tonight, because the only way I'm sleeping is if I'm drunk.