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

[CyberDutchie]

Red Monday, wow.

Probably the German report of a likely 6-months delay at Berlin Gigafactory

“The start of series production in Tesla’s new Gigafactory in Grünheide near Berlin has been delayed by six months until the end of January 2022. Tesla boss Elon Musk officially gave the team half a year more, reports the Automobilwoche, citing company circles.”

 

[Mengy]

Probably the German report of a likely 6-months delay at Berlin Gigafactory

I don't think its that, most of the market looks down today. Macro dive or something.

 

[Big Time]

I’m just going to say little and be REAL sarcastic all day today.

 

[StealthP3D]

Another Lora Kolodny article with no substance but dripping with inexplicable hate for Elon Musk:

How Tesla worked with and got paid by SpaceX and The Boring Company last year

Transactions between Elon Musk's companies have been relatively small so far, but SpaceX appears to be buying increasingly more parts and services from Tesla.

www.cnbc.com

I see the synergy between the expertise and capabilities at SpaceX, The Boring Company and Tesla as a huge strategic advantage but this article subtly implies there is something nefarious going on that we don't know about.

 

[MP3Mike]

I don't think its that, most of the market looks down today. Macro dive or something.

The macros look green to me:

 

[Singuy]

Red Monday, wow.

Red Mondays and green Fridays. Guess we need MM to save the stock vs capping it before expiration now. Doesn't seem like the bullish price action I was hoping for.

 

[thx1139]

Refresh S has been pushed to Q1/2022 for europe, plaid in 2022. For new orders.

Isnt this also a reflection of how many existing orders. It seems people think this means production has been pushed off. Cant it also mean that the orders have been strong?

 

[Mengy]

The macros look green to me:
View attachment 659122

Huh, most of my watchlist is deep red.

 

[viridi]

Lots of capping/spoofing this a.m. This early morning dive seems to be manipulation plain and simple. Goal seemed to be to get it below $700 (which they did pretty easily), and then drive it down as far as possible to scare the weak hands.

 

[Unpilot]

Lots of capping/spoofing this a.m. This early morning dive seems to be manipulation plain and simple. Goal seemed to be to get it below $700 (which they did pretty easily), and then drive it down as far as possible to scare the weak hands.

Same old trick..large sell orders put in and then pulled?

 

[viridi]

Same old trick..large sell orders put in and then pulled?

Exactly what they were doing. But, as often happens on Mondays, they got steamrolled at around 10:00 a.m. EST when buying came in too strong for their capping/spoofing to work. Will be fun to see how the rest of the day plays out!

 

[TheTalkingMule]

Every single person I've interacted with in the last two weeks where Tesla pops up has mentioned cars crashing themselves. Like 6 unrelated people. Lol! Certainly seems we're entering a new phase of FUD & resistance to inevitable change. Things are getting serious now.

I'd like to reiterate my feeling we're gonna see peak FUD once FSD is released, rather than instantaneous SP boost as the public finally rejoices in unison at the technological wonders achieved. Maybe not, but that's my gut feeling. We're in an 18 month existential window for a LOT of the old fossil world, they won't go quietly.

My plan is to continue levering up slightly and just semi-HODLing. I'm selling handfuls of shares to periodically buy bull spread calls as far out as possible. June 2023 $1000/$1300 for now, will revisit in a month or so if we're still here. God willing my May/June calls will still yield fruit and that will fund a few additional LEAP spreads. Selling shares is uncomfortable.

 

[Knightshade]

Isnt this also a reflection of how many existing orders. It seems people think this means production has been pushed off. Cant it also mean that the orders have been strong?

I think until Tesla starts actually delivering S/X somewhere it's hard to conclude if this is a "demand is super high" thing or a "car still has issues delaying deliveries entirely" thing.

Once deliveries DO start. some measure of production/delivery rate would then help narrow down if it was say a problem with a supplier that's now delivering (but could still constrained for a while)- or as another user speculated a software problem with say ditching the stalks (which presumably would be entirely fixed before first delivery)

 

[Unpilot]

I'd like to reiterate my feeling we're gonna see peak FUD once FSD is released, rather than instantaneous SP boost as the public finally rejoices in unison at the technological wonders achieved. Maybe not, but that's my gut feeling. We're in an 18 month existential window for a LOT of the old fossil world, they won't go quietly.

In that vein I recommend all to reread this from Jack Rickard

The Tesla Conspiracy… or Am I a Dead Whistleblower? - EVTV LLC

I generally eschew conspiracy theories under the rubric that little explained by conspiracy cannot as well be explained by incompetence and that the occurrence of stupid is vastly more common than the occurrence of evil in the hearts and minds of men. But it is also true that it can only be a...

evtv.me

 

[StealthP3D]

Isnt this also a reflection of how many existing orders. It seems people think this means production has been pushed off. Cant it also mean that the orders have been strong?

I would expect that demand for S&X doesn't freeze in it's tracks simply because you can't buy them now. Demand will build up, probably at a rate around 75%-85% of normal steady-state demand per month because there is nothing else on the market quite like the S&X. On top of that we can add all the new demand due to the refresh. People love buying the latest technology. When production has caught up with demand, the new steady state demand will probably be higher than the old by at least 20%. Around that time, Tesla will shave some $$ off the new, higher price and profits will still be surprisingly enviable, even if a small portion of total profit.

 

[ZeApelido]

German media openly telling readers to short TSLA.

https://twitter.com/x/status/1389185910818971652

 

[mekberg]

German media openly telling readers to short TSLA.

https://twitter.com/x/status/1389185910818971652

As a patient, diamond-handed HODLer these tears will be especially delicious in ~1 year or less. /tea sip

 

[Dan Detweiler]

Huh, most of my watchlist is deep red.

Me too.

Dan

 

[BornToFly]

German media openly telling readers to short TSLA.

https://twitter.com/x/status/1389185910818971652

Getting people who don't know what they are doing, with paper hands, to short TSLA should eventually give us a nice squeeze. I like donations from shorts into my airplane upgrade fund....

 

[TheTalkingMule]

German media openly telling readers to short TSLA.

https://twitter.com/x/status/1389185910818971652

In fairness, this is how we talk pretty much every day.