Don’t count out the macros yet. Major technical damage to indices across the board. Need to retest and base repeatedly before can start climbing again. Of course TSLA is frequently it’s own animal...
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Don’t count out the macros yet. Major technical damage to indices across the board. Need to retest and base repeatedly before can start climbing again. Of course TSLA is frequently it’s own animal...
Yeah unfortunately with some of the more progressive folks you also get a dose of "corporations are all bad".
Buckminster
Well-Known Member
As a community, we are collectively putting a lot of store in the Q4 ER. I prefer to put much more emphasis on Q1 ER. By doing this we appear to be more forward thinking (balanced and not desperate). In addition, the Q1 ER credentials are bulletproof whereas Q4 merely builds upon the Q3 results. If this is our expectation then the Q4 ER scenarios will be:Back then Tesla was still a 'story stock' built on faith in essence.
In early January all we have to do is to plug the Q4 delivery numbers into the Q3 financial report, to get a conservative guess about how Q4 financials are going to look like. It's a question to what extent the broader market will be able to perform simple arithmetic operations - but usually they do manage.
But yes, the real deal will probably be the Q4 update letter as @KarenRei and @neroden predicted it months ago.
1) TSLA SP remains under 400 - just wait until Q1 as we always said
2) TSLA SP climbs to 500 - just wait to Q1 if you think that was something
Of course, this is all meaningless discussion if you don't believe we have a small but meaningful impact on SP...
Q4 ER is merely 6 weeks away so as they say in Manchester - "it is squeaky bum time"...
I think Q4 is so important because it puts the lie to the (ever-predictable) "Q3 was a one-time rigged profit" line of argument.
That's not that other quarters won't be important; of course they will. But Q3 and Q4 are exceptionally important quarters. After Q4 I'm going to start broadening my option timeframes, but for now, Q4 is my focus.
mltv
Member
Looks like the Taycan pricing - priced it out of the M3 competition. Porsche Taycan, 4S, and Turbo pricing becomes clearer
EVNow
Well-Known Member
OT :
Liberals turned against Musk when he decided to join Trump's CEO / industry group. Liberals don't care about UAW, BTW. The term you are looking for is Neoliberal, when you say "liberal conservatives").
You are confusing between liberals & progressives. Progressives fell out with Musk a long time back (starting IIRC with him saying bad things about public transport, but could have been earlier).True - hostility towards Tesla/Elon from progressives comes from five main sources I believe:
But we should also remember that unlike conservatives, U.S. liberals and progressives don't have a unified world view and have no unified messaging platforms either (CNN and MSNBC are liberal conservatives in reality) - they are not an 'ideology', they are a complex amalgamation of aligned interest groups that rarely fully agree with each other.
- UAW influence, underlined via the 'Reveal' reports which are usually reliable (but weren't this time), and their influence on union liberals and organized labor in general,
- the NYT editorials directed at wealthy liberals,
- NY hedge fund liberals, a lot of whom are probably still short $TSLA,
- Elon is a billionaire and over 80% of billionaires are conservatives - so per rule of thumb liberals don't trust billionaires. Elon also has weird politics which are hard to categorize into liberal/conservative stereotypes. Elon is also really good at p*ssing off every political party by being overly honest,
- and the anti-Elon and anti-Tesla FUD is pretty effective on those who are not really going into the details - the complicity of vast segments of the media (conservative and liberal alike) also doesn't help. Most news about Elon and Tesla is still reaching ordinary people through a very distorted lens.
So half of liberals cheering on Elon and half of them disagreeing with him is actually the regular status quo one should expect.
Liberals turned against Musk when he decided to join Trump's CEO / industry group. Liberals don't care about UAW, BTW. The term you are looking for is Neoliberal, when you say "liberal conservatives").
You also have some UAW influence convincing people that Tesla/Elon are anti-labor. And, via Elon’s hitting back at outlets that took that path, people convinced Elon is anti-journalist in a similar way to Trump.
Have our beloved MMs decided that 330 is also a nice round target for today? Or will they launch a Blitzkrieg at the end when trading is thin?
Pezpunk
Active Member
nope. there were only about 6 or 7 million cars sold in the U.S.
do not say "cars" when you mean "vehicles".
OT-
1) I like your forward thinking attitude.
2) I'd just as soon what happens in Manchester STAYED in Manchester.
Keyword in that announcement is "before options", and you know how Porsche price options.
Well, that solves one of the big unanswered question. The other is what technical approach they're taking to manage 350kW charging on high energy-density cells.
True - hostility towards Tesla/Elon from progressives comes from five main sources I believe:
But we should also remember that unlike conservatives, U.S. liberals and progressives don't have a unified world view and have no unified messaging platforms either (CNN and MSNBC are liberal conservatives in reality) - they are not an 'ideology', they are a complex amalgamation of aligned interest groups that rarely fully agree with each other.
- UAW influence, underlined via the 'Reveal' reports which are usually reliable (but weren't this time), and their influence on union liberals and organized labor in general,
- the NYT editorials directed at wealthy liberals,
- NY hedge fund liberals, a lot of whom are probably still short $TSLA,
- Elon is a billionaire and over 80% of billionaires are conservatives - so per rule of thumb liberals don't trust billionaires. Elon also has weird politics which are hard to categorize into liberal/conservative stereotypes. Elon is also really good at p*ssing off every political party by being overly honest,
- and the anti-Elon and anti-Tesla FUD is pretty effective on those who are not really going into the details - the complicity of vast segments of the media (conservative and liberal alike) also doesn't help. Most news about Elon and Tesla is still reaching ordinary people through a very distorted lens.
So half of liberals cheering on Elon and half of them disagreeing with him is actually the regular status quo one should expect.
OT:
Along these lines, my parents recently brought up the 60 minutes interview and were absolutely shocked that they edited it in a such a slanted way. Didn’t believe me until I actually read them part of the original transcript. Both pretty hardcore liberal.
Just today, I read a Fortune article that mentioned the interview, citing the selectively edited quote with a parenthetical saying Elon “accused” that it was selectively edited(instead of, say, just quoting the openly available transcript).
I can't wait to see some turbo-charged electrons !
Where is the face-palm emoji ???
oh, well this will have to do instead:
mltv
Member
Fully loaded priced close to the Roadster 2.0. Let's make that comparison instead.
Holy hell, they almost priced it out of MS competition.
Fun fact: 350kW on a Roadster 2.0 would only be a 1,75C charge rate
Easy with today's technology without doing cell damage.
Pezpunk
Active Member
the Taycan looks cool, but UGH why do they have to stupidly apply the nonsensical term "Turbo" to their high performance version?
Hmm, this may be a clue:
This makes it sound like perhaps only the "Taycan Turbo" will have 350kW charging. This may be an unusually large pack variant, or a variant which they'll give a later release date in order to allow for improvements in cell technology over today's state of the art in order to be able to withstand a high C-rate without unusual degradation.
This makes it sound like perhaps only the "Taycan Turbo" will have 350kW charging. This may be an unusually large pack variant, or a variant which they'll give a later release date in order to allow for improvements in cell technology over today's state of the art in order to be able to withstand a high C-rate without unusual degradation.
I am always cautious about the market they are speaking to. In this case they may have been using this pricing model to assuage their dealer base. I think one of the huge obstacles facing the traditional automotive groups is their dealer relationships. They cannot exist without their dealer network yet they do not own the dealers (at least in the US).
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