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

[SOULPEDL]

Absolutely not.The U.S./U.K. conducted missile strikes on Yemen overnight. They will keep the Seuz Canal open and functioning, no matter what. Remember what they did back in '90/'91 to keep oil flowing from Kuwait. No chance whatsoever that the Houti's win. This is the usual Wall-E shortzes hand-wringing in the pre-Market.

Maybe I need a refresh of what they did in 90/91 but I'm not as confident as you quite yet. Houti's don't need to win. Iran knows that the US must defend the seas. So they appear to be provoking an escalation tied to Israel. This proxy war could go on for a while.

 

[SOULPEDL]

But I'm buying anyway...

 

[juanmedina]

I wonder if Tesla will lower the prices of the Model 3 in the USA just like they did in China because of losing the incentive. Right now Tesla is probably fine because the people with money want to get their hands on their shiny new Model 3 Highland but eventually those people will run out. The price of Model 3 is just too close the Model Y with the $7500 incentive.

 

[Featsbeyond50]

Telsa Economist reminds me of that guy who rides in the middle of the peleton all day, hoping for a sprint win at the finish. Problem for everybody else is he urinates off the side of his bike so he doesn't have to stop to pee. That's not the kind of yellow jersey that most folks who follow him hoped for.

Is this something cyclist do? If yes, the women?

 

[SOULPEDL]

It's just a guess...

 

[2daMoon]

You editorializing the title of this Youtube clip is embarrasing. That is not the actual title of the clip, and you making it sound like it legitimizes your poor analysis of a car shape and size is totally misleading to viewers of this thread. Please stop.






LOL it's really lazy analysis when everytime the share price goes down, you blame the shorts. No, not everything is a conspiracy.

Funny how you forgot to mention the one nugget of news that really does affect Tesla earnings - the Chinese price cuts. $1k to $2k of price cuts on cars that probably only had a few thousand of gross profit could drop another $0.1 of EPS per quarter.

That is what the market is reacting to.

Granted, not everything is a conspiracy. But that doesn't in any way change the fact that people in positions of power and influence will take advantage of such a position to their benefit without having to conspire at all.

Likewise, just because Tesla cuts prices doesn't mean they aren't making good profit margins. Looking back, they seem to routinely cut prices when they have made COGS improvements on their lines. They have also routinely manipulated prices to keep balance between production and demand.

There is some level of consistency in your "I'm not a bear" method of analysis that routinely ignores known factors and discounts them as if they are meaningless.

Hopefully, folks reading your posts will notice this tendency and discount such "sage wisdom" appropriately.

 

[AudubonB]

Shades of Countach. Luvvit.

Shades of Countach. Hate it.

 

[Drumheller]

Too much spreadsheet, straight lines on graphs; too little understanding of fundamentals (pushing envelope, first principles).

Sounds like the definition of "day trader" to me.

I view the official govt numbers on inflation as if they were straight out of 1984 (The book)

Here is another view

 

[SOULPEDL]

Well, looks like today is the day to buy in. These factory shut-downs are always painted as terrible, catastrophic setbacks for Tesla and the stock always falls. There were a few last year, including switching to Highland at Shanghai. The company still delivered all-time-record numbers of cars. Slam-dunk buying opportunity today.

No pressure...
Max Pain is 230 and it's Friday.

 

[MartinAustin]

No pressure...
Max Pain is 230 and it's Friday.

BOOM! I picked up a bunch at $220.58. I also have a couple of greedy buy orders for 219 and 218 in case things continue downwards

 

[aronth5]

Is this something cyclist do? If yes, the women?

Yup. In today's mens pro cycling tour unfortunately this does happen now. Many of the veteran cyclists are unhappy over the attitude of younger cyclists but the peleton is so competitive now it's aggressive from start to finish. No time to dawdle

 

[scaesare]

https://twitter.com/x/status/1745633510797299945

Do something about that front fender flare and I'd buy this in a heartbeat.

 

[SOULPEDL]

OTOH, this 160 put wall showed up today (or yesterday, shown today) while the 105 is still there.
Maybe I should sell some, lol.

 

[unk45]

Maybe I need a refresh of what they did in 90/91 but I'm not as confident as you quite yet. Houti's don't need to win. Iran knows that the US must defend the seas. So they appear to be provoking an escalation tied to Israel. This proxy war could go on for a while.

As a former Yemen resident, long before Houthis existed, I have opinions. One is that nothing in Sana’a is likely to have been directly connected to attacks on vessels. Hodeidah, on the other hand is very likely to be the chief locale for all attack coordination and much launch. FWIW, Hideidah has been doing disruption in the adjoining waters for many decades and even centuries. All the small and large sea fronting cities and town in the former People’s Republic Of Yemen have also conducted minor piracy forever before joining the rest of Yemen and never stopped. Post-Houthi, post helpful Iran, they all have missiles and drones plus training. Bluntly, all this was known years ago but only the Saudi-led forces really tried to contain the Houthi’s and they gave up in a ‘cease fire agreement’ that really left Iran free to meddle more. None of the Sunni leaders now are inclined to do much because they’re trying to have peace with the Shia I.e. Iran, Estern Provice of Saudi and in Bahrain, Qatar and UAE where there are many Shia as there always have been. That ignores greater Iran influence among Palestinian, Syrian and even Jordanian minorities.

This is not likely to end well nor will Red sea navigation be safe, as if it ever was free of piracy.

 

[mongo]

Time of Sale credit is now live via Tesla app.

 

[Unpilot]

As a former Yemen resident, long before Houthis existed, I have opinions. One is that nothing in Sana’a is likely to have been directly connected to attacks on vessels. Hodeidah, on the other hand is very likely to be the chief locale for all attack coordination and much launch. FWIW, Hideidah has been doing disruption in the adjoining waters for many decades and even centuries. All the small and large sea fronting cities and town in the former People’s Republic Of Yemen have also conducted minor piracy forever before joining the rest of Yemen and never stopped. Post-Houthi, post helpful Iran, they all have missiles and drones plus training. Bluntly, all this was known years ago but only the Saudi-led forces really tried to contain the Houthi’s and they gave up in a ‘cease fire agreement’ that really left Iran free to meddle more. None of the Sunni leaders now are inclined to do much because they’re trying to have peace with the Shia I.e. Iran, Estern Provice of Saudi and in Bahrain, Qatar and UAE where there are many Shia as there always have been. That ignores greater Iran influence among Palestinian, Syrian and even Jordanian minorities.

This is not likely to end well nor will Red sea navigation be safe, as if it ever was free of piracy.

To tie this to the investing side.....did we ever get confirmation that Berlin was/is effected?

No MSM media link's please as ALL are suspect regarding Tesla.

 

[Musskiah]

LOL it's really lazy analysis when everytime the share price goes down, you blame the shorts. No, not everything is a conspiracy.

Hi bro, I'll preface with this: this is not an attack on you but I think you ought to understand the following...

The blatant and egrigious obvious manipulation of TSLA that occurs through short selling is not a "conspiracy," it is simply a fact. Tesla has been the most shorted stock on the market for about a decade now. Between 2015 and summer of 2019 it was appaling. These recent price movements are absolutely a result of naked shorting. Why? Because Tesla is the biggest casino on Wall Street? Why? Because it realizes more options activity than literally any stock in the history of the stock market. Market makers use short selling to artificially depress the stock price to bring it as close to Max Pain as possible week after week. This week was absolutely the result of a massive short attack. This Tuesday and Thursday it is confirmed that 66% of selling was tagged to short selling. Next Friday a boatload of money is on the line during Quad Witching, and you bet they will bring it within cents of Max Pain. If you don't follow Papafox, I suggest you begin. He has been painstaking for years in bringing these details to light.

If you think I am full of it: I initially began my Tesla investment in 2012. I have paid close attention to TSLA options and short sales both on my own and on this forum since 2018 (you cannot tell because I just lurked until this year). I have successfully traded options since 2019. Artful Dodger is 100% on point when it comes to understanding shorts sales and the workings of the market. Though he may not always be right (no one is perfect), in this case he absolutely knows what he is talking about.

One love. Again, this is not a personal attack.

 

[PriOkkie]

Is two weeks enough to prepare for Juniper?

Just a hunch.

 

[SOULPEDL]

Continuing the theme of the "Undercover Car" first seen at Fremont 6 months before the Model S Plaid was released, Austin Drone pilot Jeff Roberts captured these 2 still images of what looks like two alpha builds (or possibly BIWs) of the Model 2 / compact car:

Model 2 Alphas headed to Fremont 2024-01-11 | Jeff Roberts - Austin, TX (Youtube time index 5:10)​

These look like small CUVs. We do expect Model 2 to be around the size of a RAV4:

View attachment 1008076

And here's a detail shot of the rear pallet (anybody wanna do the length estimation?)

View attachment 1008077

People, that's a $14B car sitting right there on a wooden pallet. This is amazing, what a great day!

"Yup, the growth story is dead, nothing to see, move along..." /s

Cheers to the Longs!

These are longer... with some bracket in the front? To look longer than it really is?

And look at the rear of the car. It is different in that it looks shorter back there. Window/panel lines end very close to the back, vs about 12" forward on the white one behind it.

The rear yellow strap is hooked on something... a giant cover? This might be heavily disguised. (It's Lupin, he's alive! lol)

 

[BrownOuttaSpec]

View attachment 1008271

It's just a guess...

You missed that early bird sale this morning. Maybe another one around 10:40am though.

I really wish Tesla would do a $1 dividend just to see how many shares are really out there.