This is how I feel about all of us post-pandemic and with the advent of remote work.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
larmor
Active Member
Yes because OPEC+ is making sure that EVs are relevant. Just paid $6.99 for gas in San Deigo the past week. Years ago, TMCers and Tesla forum people felt that gas price was not in the equation for model S. But now at this price point and M3 and MY it sure is. Really all car manufacturers need to pivot to EVs since people's car purchas choices are not all emotional but rational and price elevation of gas shifts the cost equation significantly. There will be no real demand problem until one or a few manufacturers can get to combined 75 million new cars per year.
Unsourced. I'm aware of 1 ship that was loading in Shanghai at the end of September (those are the only ones that won't be counted as 'delivered' in the CPCA Wholesale Rport.
Early VINs, or new production capacity just came online (accelerating the queue)? You should expect some lumpiness during period of fast growth and challenging logistics. Tesla is navigating these shoals extremely skillfully.
'Big picture'? You're time horizon appears to be 2 weeks (which technically is 9 days longer than the shortzes)
Straw man! Florida cars have to transit Texas on their way from Fremont. If they we're planned for delivery in the last 72 hrs of the qtr, they were likely delayed (that's another reason to move beyond 'the wave').
Look I get it, you're despondent and you need to vent. Perhaps go for a run, lift some weights? Have a good meal, and get some sleep.
Everything is going to be alright.
Cheers!
Hey Sir, I know Ivan or some other hurricane reached Canada, looks like it smacked you on the head
Your logic of using Ivan in Florida to explain delays from China are ridiculous. I expect better logic. How did you further conclude I had a 2 week horizon? I am an OG from 2013. 1st purchase at $34
. Cost basis you say ... almost zero Don't worry, I have long term view and I am just looking to rationalize. (@unk45 had a good post about rationalization this morning).
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"The investment would increase the company’s fleet to at least 10,000 electric delivery vans by 2025, up from the 3,000 it already operates, and more than 1,500 long-haul electric trucks."
Not ALL the proceeds, I was paid in GBP so I put a few million in 4 year UK government bonds, to stop me stickling all the proceeds in TSLA. Otherwise my wife will kill me...@cricketman just made my day. While the whole market is crumbling. An entrepreneur sells his company and invest all the proceeds into TSLA. This stock is about to go to $400
Todd Burch
14-Year Member
Amazon trying to prop up Rivian today?
Some will struggle with this being investment related advice, those who take it seriously will be far better investors
You know, looking over the rest of the market, TSLA is actually holding up extremely well. Most of the other EV/auto stocks are down by a lot while we are just bopping around the red+green line.
Todd Burch
14-Year Member
I had change in my brokerage account that used to not be enough to buy a TSLA share. It does now. Bought one more share at $221.
Sorry guys, the rest of my life savings is in TSLA other than my emergency fund...so that's the best I can do today.
Sorry guys, the rest of my life savings is in TSLA other than my emergency fund...so that's the best I can do today
.So much is being poured into clean energy and transportation in the entire ecosystem, finally. Words out, just wait.
Zoom out 5 years from now, in 2027, and ask yourself if you stayed in Tesla in 2022 due to the hope and expectation that humanity will avert climate change...or panicked and sold because of the threat of Nuclear War and historically modest inflation rates.
Gave thumbs down for trying to jinx us....
Gave thumbs down for trying to jinx us....
Okay, that's a totally understandable thumbs down.
insaneoctane
Well-Known Member
More recession fears....
Ford Stock Slumps On UBS Downgrade to 'Sell'; GM Rating, Price Target Also Cut Amid Recession Risk
UBS analyst Patrick Hummel cut his rating on both Ford and GM to 'sell', citing weaker near-term demand amid a looming U.S. recession.
www.thestreet.com
Todd Burch
14-Year Member
Yes, we're hanging right around 0 because this stock is not manipulated.
TheTalkingMule
Distributed Energy Enthusiast
Max pain is $230 this week and $280 next. What a wonderful world we live in.....for MM's.
Should be easy enough to hold around $230 until the economic reports of Wed/Thurs and even if they're positive, hold the $250 call wall Friday.
Then it's an easy peasy road to YET ANOTHER quarterly earnings season of not paying off call buyers. Hold $270/280 next Friday after blockbuster earnings or even just the $300 call wall a whopping 34.5% away and they still make money.
God bless the Madoff Exception!
Should be easy enough to hold around $230 until the economic reports of Wed/Thurs and even if they're positive, hold the $250 call wall Friday.
Then it's an easy peasy road to YET ANOTHER quarterly earnings season of not paying off call buyers. Hold $270/280 next Friday after blockbuster earnings or even just the $300 call wall a whopping 34.5% away and they still make money.
God bless the Madoff Exception!
bkp_duke
Well-Known Member
Cathie Wood's open letter to the Fed:
ark-invest.com
ARK Extends An Open Letter To The Fed
Could it be that the unprecedented 13-fold increase in interest rates during the last six months has raised the risks of a deflationary bust?
ark-invest.com
Used car prices have been trending down the last couple of months. My guess would be that as wait times drop for new cars, there is less incentives to pay a premium for a used Tesla. Average for all brands is -2% last 90 days, but -7% for Tesla vehicles.
www.cargurus.com
Tesla Price Trends - CarGurus
Track Tesla price trends. Find out which cars are going up or down in price. Compare to index and historical prices.
www.cargurus.com
Nasdaq is only around 8% off it's pre-covid highs. FWIW.
People can certainly question her trading abilities, but she has her chops in Economics.Cathie Wood's open letter to the Fed:
ARK Extends An Open Letter To The Fed
Could it be that the unprecedented 13-fold increase in interest rates during the last six months has raised the risks of a deflationary bust?
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