Netflix reported a decent beat on revenue, EPS and subscribers, but the stock is 3% down, doesn't bode well for general market sentiment IMO
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I’m starting to come around to this view. I don’t think he even has to be great - all he has to do is not make things any worse than they already are and at least that uncertainty will be off the table. This is still the same company and CEO that got us this far.There is a risk that Elon's all nice and upbeat on the call and says "of course we're going to make the compact car, was a complete misunderstanding"
Imagine... I mean that would burn the short seller big time, and a lot of us here too if it were to happen
Something to think about hedging between now and then
that's what Franz suggested a year ago.Maybe TSLA will present 2 version of the Model 2 - one with steering wheel and 1 without for RT. Same Car, same software, different Market.
Don't see why both cannot co-exist.
if's that true I can kiss my long puts bye bye
All they got to do is give Biden one and Trump one. Division solved World Peace. Amen
Technically, it sort of does.. beat top and bottom, 2x BEAT on subs, shows consumer is still strong, and their plan is working..IF the rest of tech can show similar earnings we’ll be back over 5200 in no time. Sadly, we know that’s NOT what Tesla is going to say next week, but nobody at this point thinks Tesla is going to be doing any of the lifting.Netflix reported a decent beat on revenue, EPS and subscribers, but the stock is 3% down, doesn't bode well for general market sentiment IMO
I have not seen THAT Elon in a while, and frankly I think he’s left the building. We’ll see. Mkt would sniff out hyperbowl though.There is a risk that Elon's all nice and upbeat on the call and says "of course we're going to make the compact car, was a complete misunderstanding"
Imagine... I mean that would burn the short seller big time, and a lot of us here too if it were to happen
Something to think about hedging between now and then
I think it is telling as an example of how we are still far away from solved, in that conversely to adiggs, I find the Auto Max Speed setting to be particularly terrible. It tends to go too slow at times, and then way too fast (like 10+ mph over the limit) at other times, often on the same road. If there are other cars around it's a bit better, but it's seemingly unpredictable and random. A lot of other people in the FSD thread have similar experiences. One person's experiences cannot be enough to fully gauge progress.I am equally blown away by just how good the current FSD is. I found the Auto Max Speed setting particularly good - great job of choosing the car's speed most of the time.
Any time major indices lose their 50 day SMA we see this. Earnings do not seem to matter.Netflix reported a decent beat on revenue, EPS and subscribers, but the stock is 3% down, doesn't bode well for general market sentiment IMO
Same thing happen to TSM.Netflix reported a decent beat on revenue, EPS and subscribers, but the stock is 3% down, doesn't bode well for general market sentiment IMO
Legal eagles make you hold the steering wheel. Annoying, if they can just have the camera make sure you are watching. Prior to 12.3, I would hold on anyhow, since it would make some erratic moves without warning. FSD 11.x was suicidal.i still don't understand why my fsd STILL constantly nags me to touch the steering
(how is it ready for robotaxi if someone has to touch???)
Last time was the Shareholder meeting last year in May, he was so jolly and confident, everything seemed possible and the stock 2x-ed up in the next six weeks or so...I have not seen THAT Elon in a while, and frankly I think he’s left the building. We’ll see. Mkt would sniff out hyperbowl though.
Yeah, that’s because Zack was doing all the work and talking.. at least about $$ and Strategy and roadmap. The stock was at ~ $300 just before he left and still at $275 shortly after - numbers we haven’t seen since.Last time was the Shareholder meeting last year in May, he was so jolly and confident, everything seemed possible and the stock 2x-ed up in the next six weeks or so...
Yeah, that’s because Zack was doing all the work and talking.. at least about $$ and Strategy and roadmap. The stock was at ~ $300 just before he left and still at $275 shortly after - numbers we haven’t seen since.
You underestimate people’s enthusiasm in beating a dead snake . ER scares me the most . It has been brutal past few earnings call, all the gloom and doom is extremely depressing .Same thing happen to TSM.
Expectation or Euphoria has changed.
Cannot Imaging going into ER with actually bad earning.....But with a stock that been beaten up so bad before ER......?
This right here is exactly the sort of anecdotes we'll be having while the software is still not all that close to ready, but still heading in the right direction. Features where the experience has noticeable differences among users like this.I think it is telling as an example of how we are still far away from solved, in that conversely to adiggs, I find the Auto Max Speed setting to be particularly terrible. It tends to go too slow at times, and then way too fast (like 10+ mph over the limit) at other times, often on the same road. If there are other cars around it's a bit better, but it's seemingly unpredictable and random. A lot of other people in the FSD thread have similar experiences. One person's experiences cannot be enough to fully gauge progress.
What the actual F is going on? Do people not read master plan part 3? It's about moving tonnage. If fsd is not ready, there's no way in freezing hell will Elon compromise the master plan of moving products due to hubris or whatever the F narrative people are coming up with.
Isn’t Elon supposed to be a good listener without any ego (heard this on CNBS a few weeks ago )
Let's hope the likes of Ron Barron are in Elon's ear prior to earnings.
For the RT car (RT could also be in other form factors), it should share 90+% with M2. So how hard to say we are building a line that will support both RT and M2.If in 18 mths RT is solved line is there to make RT. If RT is not solved, line is there to make M2. How hard is that from 1st principles approach ?
What the actual F is going on? Do people not read master plan part 3? It's about moving tonnage. If fsd is not ready, there's no way in freezing hell will Elon compromise the master plan of moving products due to hubris or whatever the F narrative people are coming up with.
Why are people this dumb? Elon is probably rolling into madness by the share stupidity of analysts right now.