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The biggest difference between the cognitive abilities of a common toad and a human is the count of neurons and the training of the network.There is a Short joke in their somewhere. Imma call u back when i finds it...
EDIT:
Q: What's the difference between a Tesla short and a common toad?
A. You can reason with a toad.
Are you assuming the EPS would only double if Tesla doubled production rate? Thats not how it would work - EPS would be drastically higher than a lowly double.
For instance todays Profit from operations was $414 million, which came from $1.524 Billion in Gross Profts less $1.107 Billion in OpEx.
All else being equal (Margins, ASP etc) If production doubled, Gross profit would be $3 Billion and if OpEx was still similar at $1.1 billion - then profit from operations would be almost $1.9 Billion.
So in that hypothetical a 2x increase in production leads to a 4.5x increase in operating profit.
(yes I know my hypothetical is not completely realistic - at higher production ASP is going to probably be lower, but margins are better etc, and the above includes TE & Services as well, and opex would be a little higher as well. But hopefully you get my point)
What kind of price action will we see today and in the coming weeks? Any guesses?
I’ve got absolutely no clue. But with yearly profits of about $12 for each share, a price of 320 gives a PE multiple smaller than 30. That seems way too low for Tesla’s growth and potential.
Hyundai quarterly profit drops two thirds on U.S. recall costs
Daimler third-quarter earnings fall 27%, hit by Germany slump
Ford posts 37% earnings decline on China challenges, retreats on profit margin goal
PSA revenue rises 8% on Opel purchase, pricing push
If I look on ICE industry only I would say that recession already started.
Then MobilEye screwed Tesla (and sold itself to Intel for ~$15b) which created a 2 years bump in the road for Tesla.
That bump in the road is now history: AP2 + V8 was apparently already smoother than AP1 and with V9 it went up a notch, and it's pretty clear by actual binary level tear-down of Tesla's new neural network that HW3 enables a revolutionary jump in cognitive capabilities. In these 2 short years Tesla has vertically integrated not just their own NN technology, but has also vertically integrated NN chip design ...
The biggest difference between the cognitive abilities of a common toad and a human is the count of neurons and the training of the network.
Europe down 2% now in pre-market. Thx for 50 more shares...
TSLA valuation will have to include:
"Unopposed franchise owner of the lucrative high margin premium EVs monopoly, with no credible competition in sight"
Very interested in finding out how AP fares when trying to read the traffic light while the sun is setting (or sunrise) in your face.
As a part-time-swing-trader, this is my inner monologue right now:
- Good earnings means the stock should soar, like we saw yesterday AH;
- On the other hand there are many that bought the rumor on this ER (remember the 12% rise two days ago), most of those will sell this week for a very quick profit;
- On the other hand (again), after a short profit taking dip the slow money comes in to "buy the dip", so we could easily retake $350 this week IMHO. Barring macro's.
Going to ATH is something I wouldn't expect until Q4 delivery report, given the bad macro's basically, but it's far from impossible.
Quite negative report by Reuters.... sic! And so we continue this futile battle...
Breaking down Tesla’s balance sheet
Quite negative report by Reuters.... sic! And so we continue this futile battle...
Breaking down Tesla’s balance sheet