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

[lafrisbee]

The pattern would suggest with the positive pre-market winding down closer to market open…we’ll see the subtle dumping followed by the usual blood in the water for the day.

Eat well, my friends!

Setting limit to $980. Yum!

Did it hit?

 

[Big Time]

$1244 the price to beat

 

[thesmokingman]

Anyone notice the stock price doing something? Seems nice.

Elevator heading up?

 

[Zero CO2]

Is Rivian building anything more that 2 versions of the truck? I thought it looked pretty cool back aways, until the CT came out. Made Rivian look like a cartoon truck. I cannot see Rivn or Lucid MC s anywhere near where they are now (relative to TSLA.)

that's it ... i could not put my finger on what the Rivian face was ... now i get it .... its a cartoon jeep fans will love it with their rubber ducks

 

[jhm]

I would laugh so hard if “Musk’s traders” were simply Elon and his smartphone.

One limit order could suffice:

SELL 17000000 TSLA SHARES AT OR ABOVE $1100

 

[Artful Dodger]

The pattern would suggest with the positive pre-market winding down closer to market open…we’ll see the subtle dumping followed by the usual blood in the water for the day.

Eat well, my friends!

Setting limit to $980. Yum!

Dey beat you wiff da head fake...

Cheers!

 

[Mengy]

$1244 the price to beat

I have a hunch we won't be beating $1244 again until after Q4 numbers are out. Which isn't that far away really!

 

[LightngMcQueen]

EV is now a top export in California second to China. Thanks to Tesla.

EVs hit 1M sold, are now California's top export as energy transition drives economy: CEC chair

States and local governments are leading the energy transition, and climate solutions have been "really good for California's economy," said David Hochschild, chair of the California Energy Commission.

www.utilitydive.com

This is precious because the article does not appear to mention Tesla by name AT ALL. Wonder what other EVs is California selling ?

Article links to WaPo transcript of California Energy Commission (CEC) Chair David Hochschild who also does not mention Tesla (https://www.washingtonpost.com/wash...h-david-hochschild-bristol-mayor-marvin-rees/).

OT
Author appears to be coming from the same crowd that "missed" Tesla from WH EV summit - has journalism and culinary degree so there is a degree of demographic correlation with WH staffers.

 

[jerry33]

Let me voice an opinion most will disagree with:
Tesla should give priority to developing Tesla Bot over solving FSD.

It's the same technology. When you solve one, you will have the other one solved as well.

 

[Artful Dodger]

View attachment 733902

So... "catsplaining"?

Cheers!

 

[StarFoxisDown!]

I have a hunch we won't be beating $1244 again until after Q4 numbers are out. Which isn't that far away really!

I could see it breaking higher IF the combination of EV credit passage, Berlin/Austin start of production beginning of Dec, and Nov China domestic/export numbers come in very strong. That's a strong combination of positive catalysts which could easily propel the stock to a new ATH in the first week or two of Dec.

 

[thesmokingman]

My goodness so many green bars on the momentum side, such STRONG!

 

[Artful Dodger]

ah, so there is an imminent stock dividend?
that will be fun for a bunch of folks….
perhaps announced on thanksgiving as very truncated trading, none thursday, abbreviated hour’s friday

Gary Black on Twitter: "2/ As long as Elon keeps sales below 3-3.5% of $TSLA volume, there are likely enough buys to allow TSLA to get back to $1,200 as his program nears the 17M total. This is not an all clear sign, but sentiment clearly changing. Rumors of a stock split in Dec are helping." / Twitter

 

[neezer]

Well, today looks like the day the RIVN early adopters sell off and move back into TSLA.

When they bring her back to $100/share, then yeah we can say that (and that there still lurks some sanity).

 

[elasalle]

Gary Black on Twitter: "2/ As long as Elon keeps sales below 3-3.5% of $TSLA volume, there are likely enough buys to allow TSLA to get back to $1,200 as his program nears the 17M total. This is not an all clear sign, but sentiment clearly changing. Rumors of a stock split in Dec are helping." / Twitter

Gary is an idiot not

 

[neezer]

Not really. You were only allowed 175 IPO shares. So if you sold at the top you would have only earned ~$15k toward your Rivian.

But I am glad that people seem to be taking their quick RIVN gains and bringing it back to TSLA.

15K - $X where X = short term capital gains tax and for a $170K (plus tax) vehicle, likely a wealthy dude or gal, and so 37% x 15K = $5,550 for X and thus, a profit of $9450. Sheesh, can't even pay for his/her FSD "changed my mind" luxury purchase of FSD on their Tesla in their garage, after-purchase decision!

 

[Krugerrand]

I'd be interested to know what everyone thinks about Elon selling his shares..

 

[The Accountant]

Tesla Tawny Port Anyone?
I'm Ready to Declare 2022 a Vintage Year even before the Harvest
We know 2022 conditions will be ideal:
- demand is pushing delivery dates into H2 of next year
- new factories in Berlin & Austin coming on line.
- 4680 batteries arriving in 2022
- improved supply chain
- etc, etc

But here is one more tailwind:
CEO performance Award expense:

The CEO Award expense will be about $160m in 2022 compared to $816m in 2021.
That savings of $656m in GAAP profit translates to an improvement of GAAP EPS of $0.57 per share
At a 200 P/E multiple, this one item alone adds $114 to the share price.

Tesla needs to offer a Port Wine and declare the 2022 Harvest a Vintage Year. Maybe a Tesla Tawny Port.

Edit: My CEO Performance Award Details are here:

Near-future quarterly financial projections

The Shanghai deliveries were higher than Troy expected. 35% higher (54k vs 40k). Troy will be adjusting his numbers up. This is good as many people look to Troy for guidance. EDIT: He's not the only person revising Q4 numbers up . . . . .I will as well.

teslamotorsclub.com

 

[lafrisbee]

Do you guys even remember how tough it was just sitting? just sitting and waiting, nothing to do. Sit and wait, sit and wait.
When am I gonna be an Elionaire?

 

[Artful Dodger]

Gary is an idiot not

Mr. Valentine has set the price: $1,200

Cheers!