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TSLA Market Action: 2018 Investor Roundtable

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goodcarbadcar.net is out with their estimate for Model 3 sales in November: 17500, which is exactly the same as their and InsideEV's estimate for October.

EDIT: InsideEV's estimate for October was 17750, thanks for the correction.

EDIT 2: goodcarbadcar.net just changed their estimate to 17,750 for both October and November. I'm starting to think they will change their November estimate again after InsideEvs publishes theirs. I'll shut up now.

Goodcarbadcar says they use Insideevs estimates for their Tesla numbers.

In return, Insideevs publishes articles using goodcarbadcar numbers to put EV numbers in segment context.
 

Kahneman's third criterion is incorrect: you can have non-immediate feedback and still develop intuition. I mean, this is even what happens in chess, where the feedback can be very slow: your incorrect move on move 3 can lead to trouble many many moves later, and even if you're playing by mail (which is very slow), you can still develop chess intuition. It's not easy, because it requires mentally keeping track of what you're doing, but the feedback doesn't need to be *immediate*, it just needs to be burned into your brain repeatedly with strong emotional content. Perhaps obsession is required in order to develop intuition from non-immediate feedback.

Kahneman also doesn't realize that the stock market actually does meet those criteria. It is most certainly sufficiently regular to develop expert intuition. You have to have studied a couple of hundred years of it, pretty obsessively, I'd say.

Peter Lynch got to the point where he trusted his intuition on stock picking. He also said that he was living, eating, breathing, and dreaming stock analysis. The patterns in the stock market are subtle and tricky -- it's like developing intuition about quantum mechanics or about psychology (I guess it is a limited form of psychology) -- it requires far *more* practice than in other areas. But it's possible.
 
In this thread: TDS, titanium, and Apple

What this thread advertises: TSLA Market Action

Oh well, at least I learned more about titanium. Apple is overpriced and a *sugar* company that removes features from their product so they can sell overpriced dongles. Trump sucks. So did every other candidate. But, you know, ORANGE MAN BAD.

Titanium is pretty cool.
If we can't talk about issues that impact or may impact SP there isn't much left. You like Trump, many don't. Such is life.
 
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My cognitive dissonance is Tesla vector is up while market vector is down. Seriously torn!!! Anyone else feel this way?
Hoping the pop comes before the crash, not so sure now which means we could ride this down yet one more time. Been here so many times makes me sick it might happen again. Peak $385, sell some to buy back at $305? Or you folks riding this one out too?

Timing here is pissing me off!
 
By Claudia Assis

There will be "limited impact" from competition on Tesla Inc. electric-vehicle sales as the car maker's brand strength and the gradual availability of cheaper Model 3 sedans undercut rivals, analyst Garrett Nelson at CFRA said in a note Tuesday. CFRA raised its rating on Tesla stock to buy from hold and increased its price target on the stock to $420 to $375. "We expect unit costs to continue to fall, reflecting improved operating efficiencies and fixed cost absorption," Nelson said. "We also view the U.S.-China 'tariff truce' as having positive gross margin implications." Shares of Tesla were flat in midday trading and have gained 15% this year, compared with advances of 1.6% and 1.7% for the S&P 500 index SPX, -2.74%.
 
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OT :

This is the weirdest thing. The guy who made a name on TV saying "you are fired" - in real life is very reluctant to confront people face to face. All the people in his campaign and administration he has fired, were done through others. He even asked Don Jr to escort Lewandowsky out of the building.
the emperor has no clothes. It's all fine in scripted pre-recorded TV, but in real life that just doesn't work.

todays moves are a BIT concerning, Ive been concerned about upcoming earnings recession beginning Q219, and possible technical recession similar or H219, but todays move is much more technical than everyone finally getting on board my thesis.

If you're bold, there are nice buying opportunities out there for swing trades. We'll redraw back to means or possibly higher by next week IMHO.

Btw, I was going to post earlier that we could go to 700 down today intraday, but I figured nobody would believe me. lesson learned.
 
My cognitive dissonance is Tesla vector is up while market vector is down. Seriously torn!!! Anyone else feel this way?
I predicted *that* more than a year ago

(Specifically that Tesla would hold its value or go up during any upcoming stock market drop; I did not predict the timing of the stock market drop)
 
We got an upgrade... Tesla stock upgraded to buy at CFRA

From HOLD 375 to BUY 420

There will be "limited impact" from competition on Tesla Inc. TSLA, +0.41%electric-vehicle sales as the car maker's brand strength and the gradual availability of cheaper Model 3 sedans undercut rivals, analyst Garrett Nelson at CFRA said in a note Tuesday. CFRA raised its rating on Tesla stock to buy from hold and increased its price target on the stock to $420 to $375. "We expect unit costs to continue to fall, reflecting improved operating efficiencies and fixed cost absorption," Nelson said. "We also view the U.S.-China 'tariff truce' as having positive gross margin implications." Shares of Tesla were flat in midday trading and have gained 15% this year, compared with advances of 1.6% and 1.7% for the S&P 500 index SPX, -2.64% and the Dow Jones Industrial Average. DJIA, -2.67%
 
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