Paracelsus
Active Member
TSLA share price once again putting pressure on the Old Paradigm to find new FUD opportunities.......
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I was reading about this effect, do they all pull back quickly? Is that why you mention volume... an indicator of the Gamma engine?We in 'gamma-squeeze' territory today, and wiff good vol.
Cheers!
"The stock ultimately keeps climbing until it crashes, and what makes it even more dangerous is that usually, the fall is much faster than the climb."
What’s riskier than a short squeeze? Meet the gamma squeeze | Venture
The perfect condition for a squeeze is when there’s a ton of buzz being made about where a stock’s price could be heading.
dailyhive.com
2daMoon
Mostly Harmless
There is more to it. Consider how current market penetration of BEVs to total autos is only 2%. (hint: the market to consider is all autos, not just BEVs, and certainly not just Tesla models)
There is lots of room for all Tesla models' sales to increase into a declining ICE market, as well as a host of other BEVs. Once this is added into your analysis it should demonstrate how the thing you are concerned about is trivial in the bigger scheme of things.
Buyers aren't limited in any way to only deciding whether to get a 3 or a Y or a 2. They are deciding which BEV to get instead of buying another ICE car. Because of this, as long as Tesla is unable to build them as fast as they can sell them there won't be any significant impact across the Tesla model line like you describe.
I was reading about this effect, do they all pull back quickly? Is that why you mention volume... an indicator of the Gamma engine?
"The stock ultimately keeps climbing until it crashes, and what makes it even more dangerous is that usually, the fall is much faster than the climb."
What’s riskier than a short squeeze? Meet the gamma squeeze | Venture
The perfect condition for a squeeze is when there’s a ton of buzz being made about where a stock’s price could be heading.
I completely disagree that we're in any sort of gamma squeeze. This is volume flooding in from a delayed earnings blowout with huge implications for future earnings. We all knew there was a ton of buying power sitting on the sidelines over the past 6 months. We can all debate why they were sitting on the sidelines....and I think they were planning on continuing to sit on the sidelines....but Q2 earnings forced their hand.
Granted the stock could give up some of the gains today, but there's been multiple times this morning the stock started pulling back but more volume then floods in to prop it back up.
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That is my belief as well. Unfortunately me just saying it to others doesnt provide something to hang my hat on. Looks like just will need to point out Q after Q that the so called cannibalization as they see it simply isnt happening.
Artful Dodger
"Neko no me"
There is no evidence of that. Model 3 has not made Model S less profitable (the extended refresh period is the result of supplier issues). Significantly, Model 3 has NOT decreased demand for the refreshed Model S, which Tesla now says is back ordered into 2022Q2. Indeed, Elon thinks 2.5K/wk production, maybe 2.7K "if we're lucky".
Similarly, Model Y has not cut into Model X demand, as we will see once production is back up to speed.
What HAS happened is that Tesla has been able to cut costs of goods sold even faster than it has cut prices on existing models. This is the "double-flywheel" that analysts spoke about:
- cutting costs allows a price cut even while increasing margins (this part IS well documented in the 10-Q's for the past 2 quarters)
- cutting retail prices increases demand and sales in an enviroment of constantly increasing production (leading to higher TOTAL profits)
Good luck, hope you find your way.
You either want a sedan or you want a small SUV. The cannibalization argument is straight out of bear fantasies.
Did she cop this attitude yet?Just an update on the wife's delivery of the MYP....last week it showed a date of Aug 23- Sep 22....logged in today and now it shows 7-9 weeks. DEMAND PROBLEM!
So much for the market's tepid reaction to Tesla's quarterly results that everyone was bemoaning last week. Write this sentence three times on the blackboard: "Short term SP moves may have nothing to do with changes in business or financial fundamentals."
I'm as guilty as everyone else here about paying too much attention to the ticker. When the stock goes down, I get into my Tesla and drive around the block. Always makes me feel better.
I'm as guilty as everyone else here about paying too much attention to the ticker. When the stock goes down, I get into my Tesla and drive around the block. Always makes me feel better.
Loving the price action but can we go one week without it being blatantly obvious based on the weekly call expiration where the stock will be tried to held down???
Tractor beam right back to 720 every time it tries to break higher. I hope there's some surprise news later this week that's blows up the MM's this week. Never in all my investing years have I see a stock's trading be so consistently obvious where a stock get's pinned to on a weekly basis based on the options.
Tractor beam right back to 720 every time it tries to break higher. I hope there's some surprise news later this week that's blows up the MM's this week. Never in all my investing years have I see a stock's trading be so consistently obvious where a stock get's pinned to on a weekly basis based on the options.
engle
Member
OT reply: Yes, very happy no injuries at all. I can't publish his real first name so I called him "Idiot" as in "village idiot" because he pissed me off. It could have been worse like fracface lol.
It was 5 pm on a beautiful, clear Saturday. He was driving on a 4-lane, 2 in each direction, divided local roadway (40 mph speed limit) with no traffic. The light had turned green long enough for two vehicles opposing me to turn left in front of me before I began to cross the intersection. There is a considerable distance from where he was supposed to stop to where my vehicle was in the intersection. He was speeding so even though he said he saw my vehicle and jammed the brakes, he still managed to broad-side me and shove the rear of my car like bumper cars.
Where the hell was he looking as he approached the intersection? He lives a few blocks away so he better fracking know there's a traffic light there. Something must have distracted him like his cell phone. Either that or he needs corrective lenses. He is an idiot. Unsafe driver. Irresponsible. Stupid for believing his car was supposed to "beep and stop automatically". Lucky he was driving a Tesla so his application for the Darwin Award was denied.
I'm just pissed because this moron wasted a ton of my time dealing with Fremont PD to file the police report, my insurance company "adjuster", driving down to San Jose Tesla Body Shop, reading elsewhere from recent experience it will probably take 2 months for parts, learning I cannot get a Model Y Long Range to replace it until December (which excites me as an investor), etc.
Perhaps I have an unreasonably high standard because, in 47 years of driving, I have never had a chargeable accident.
I could believe a complete body in white, but a complete car with suspension, motor, seats, steering wheel, screens, etc? I find that really hard to believe. Maybe they could bring over everything but BIW from Fremont and assemble a car in Austin, but hard to believe they have a mostly functioning assembly line working.
I'll take 720 over 650 anyday!
petit_bateau
Active Member
These Chinese/etc cars are perfectly licencable in the EU with very few tweaks required. Most of them would fit in the L6 category, some in the M category. Depending on which category the regulations vary. Motorway access will depend on which category, that was one reason why the original Smart design changed so much between concept and launch. Good examples of the higher end of this range are the Fiat 500, the Toyota Aygo (aka Citroën C1 and Peugeot 107/108), or for that matter the SmartForTwo, all of which have everything you are suggesting are absent. Just watch the Chinese improve their product designs to comparable levels, the pace of change is very fast indeed.My obvious point is that these tiny cars, many selling for less than $5,000, cars that cannot even go 60 mph (many don't even have heaters) make up nearly half of the EV statistics and yet would not even be licensable in the US or Europe. It's a completely different market/product. When comparing market share it hardly makes sense to compare vehicles with an average selling price of $5K or less with vehicles that average nearly 50K. That means it takes 10 mini-cars to make up one EV that can sell in Europe or the US.
This has nothing to do with cultural bias and everything to do with using business market share statistics in a meaningful way. I'm disappointed that you went in the weeds with a charge of cultural bias.
No heated defrosters, no airbags, no crash standards...
Krugerrand
Meow
Excellent reminder. Not everybody is supposed to get it. Not everybody is supposed to be financially secure or positioned beyond their wildest dreams. Not everybody can even handle such windfalls. Not everybody survives.
Be grateful for the life you have. Help others who ask for the help, it turn they will be grateful and will help others. But don’t waste a second of your limited time on those whose purpose is to remain stubbornly ignorant, or to propagate misinformation, lies, or other evilness.
Predictable stock prices can be more profitable than unpredictable stock prices
Artful Dodger
"Neko no me"
Bipartisan Infrastructure Bill that could broaden US EV market finalized, set for Senate vote this week
The Bipartisan Infrastructure Bill, which could broaden the United States electric vehicle market with budgetary support for charging stations and State-owned EVs, has been finalized. The $1 trillion bill was unveiled by U.S. Senators earlier today. The 2,700-page document could be voted on as...
www.teslarati.com
Bipartisan Infrastructure Bill that could broaden US EV market finalized, set for Senate vote this week.
I reckon that Tesla builds 80% of new U.S. charging infrastructure over the next 3 years. There wanna-bees just do not have the surge capacity for manufacturing new charging hardware, nor the installation and operations teams that go with.
Cheers!
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