So then youd think the inclusion would happen quickly after earnings. Unless there is a bear attack planned before inclusion hoping for a better price... something we dont know yet.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
LN1_Casey
Draco dormiens nunquam titillandus
I think the Cybertruck hype should replace the S&P 500; more people are aware of, and cared about, the truck's reveal. I mean, us investors really, *really* care, but average Joe Smoe?
For both the M3 and Battery day, it affects more than just the investors.
Mo City
Active Member
IMO, Battery Day should be ranked ahead of S&P500 inclusion. The S&P thing gets a bit too much discussion. Battery Day now seems like it's in the shadow of S&P inclusion and some feel there are no surprises left. IMO, Battery Day will rock the world!
One more thing: If autonomy is solved or if AP dramatically improves enough by EOY to prove L5 will happen, it would rank #2 behind the Model 3 reveal. Autonomy will instantly consume 99% of the oxygen in the room if/when skeptics (like me) turn into believers. It would double or triple TSLA in the short and long term.
Mo City
Active Member
Even if Tesla does not solve autonomy, $8K is quite achievable long term as long as no one else solves it.Index funds have no price targets
But no, my 2030 price target is probably ~$25k. I'm ~80-90% confident it'll be between $8k and $60k.
Does this make me the bull version of Adam Jonas?
I might have to up that lower $8k barrier soon, because that's if Tesla does not solve autonomy, which is looking less and less likely by the day.
Mo City
Active Member
The problem with TSLAQ folks and other skeptics is they assume Tesla's product line will be static going forward. That is a grave mistake. They also don't account for cost reductions that Tesla will weaponize as demand levers.
No way you could guess how TSLAQ on Twitter is responding to the Model Y price reduction...
Usually TSLAQ or many "analysts" say that Tesla lowers price because of demand issues... etc.
But from a Tesla mission statement POV, it's never Tesla's idea to keep things out of people's reach and profit from that. So as their production cost and things get ironed out, they drop their price by the magnitude of their saving while maintaining an acceptable profit margin within TSLA.
And from a business perspective, I also see them doing this to eliminate the competitions (to be).
If Tesla is selling the most advanced EV on market for X amount of dollars, and you are looking to introduce another EV, what can you charge the consumer? If you are going to sell it for more, you better have a lot more than Tesla's offering, and if you are going to sell it for less, how much profit can you get? And these are the simple questions that any VC or investors would ask during a pitch. If you don't have a viable answer, there'd be no deal. No funding, no competition.
And it makes perfect sense too even taking Tesla's mission statement. Because EV is different than cars. Foxconn (yes, the one that builds iPhone for AAPL) announced a while back IIRC that they would enter the EV game by assembling them together. That's how different EV is to cars.
But Tesla wouldn't want too many "amateur" (for lack of a better word) on the market tainting the EV image.
Why do you want a 3,650 mile battery in your car? If that technology comes, I would rather have a battery that is 1/6 the size. The car would still be capable of driving 600+ mile on a single charge yet the car would be much lighter and there would be much more space.
Hopefully they will quadruple down on their short positions before July 22nd...No way you could guess how TSLAQ on Twitter is responding to the Model Y price reduction...
Model S3XY now can all charge at 250kw on V3
Has there been any recent updates on production volumes for the Y? last I heard they were putting up another tent. If that's finished then production costs may be dropping.
Artful Dodger
"Neko no me"
No, Model S/X were increased to 225 kw less than a month a ago, but not 250 like 3/Y.
Tesla increases Model S and X Supercharging rate to 225 kW - Electrek
ThisStockGood
Still cruising my Model S 70 2015
Artful Dodger
"Neko no me"
Lol, it's kinda pointless posting screenies as evidence without a posting a link.
I provided a news link that is 3 wks old to the 225KW Supercharge rate for S/X. Do you have a link that supports your 250 KW claim for S/X?
"Tesla Increases Model S and X Supercharging Rate to 225 kW" | Torque News Jun 24, 2020
I bet this guy would not sell:
The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire
The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire
Buckminster
Well-Known Member
Smaller batteries will be the way forward (mostly because of cost) but it will come at the price of reduced performance. Li-metal and anode free are presumably years away and probably won't be raised on battery day. Can we give Li-metal and anode free a more catchy name? BareXmetal.
I will just leave this here and walk away:
I wonder if a supercapacitor could plug the performance gap?
UkNorthampton
TSLA - 12+ startups in 1
Likes BP hydrogen fuel cells though. Fantastic and inspirational read. Thanks.
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