Is a long-term holder
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
KING: Please explain why a battery swap makes more sense than a SUPERCHARGER.
Boston one more question: do you expect the cybertruck to be more or less vulnerable?
Boston, is there a reason why the ‘Hutchison effect’ spares IC cars?
CHK: Was that a response to Boston? He was the first one to enter my IGNORE list!
Just for kicks, I googled HUTCHISON EFFECT. The results are hilarious!
IHuzer: In my humble opinion the "delusional" label is better applied to YOU and your fellow bears, The reason is that you guys have still not acknowledged the fact that Tesla has a better product than ANY of the legacy producers (including DAIMLER). The bulls acknowledge problems with the Tesla model much more than you guys admit Tesla's successes.
For instance, how can you possibly construe the release of the revamped Model 3 in America? (a much better product, at the SAME price!!!) Well, YAHOO can!
https://finance.yahoo.com/news/tesla-finally-releases-updated-model-3-for-north-american-buyers-172122971.html
embellish: I think your post is intended for the SPACEX board, unless you think TSLA s confabulated with Spacex. Because they are both run by ELON.
WS will receive its well-deserved GUT PUNCH soon. Perhaps that will result in a little more respect for Elon, but don't hold your breath until ELON learns CEO-ish behavior (hopefully NEVER!)
Just what is IB's problem with Tesla:. Yet another misleading headline:"Tesla Launches New Model 3 In North America, But This Hasn't Changed " If you read the article you find out that THIS refers to the price! If you don't you probably walk away with whatever impression you started with!
https://finance.yahoo.com/m/b3d14e1f-46bc-3519-972e-44ba31b4673b/tesla-launches-new-model-3-in.html
Investing EXPERIENCE: When can it actually hurt you?
I have been trading stocks for well over 40 years now. There are companies who have been active in the stock market for over 100 YEARS. Is accumulated experience good or bad? Please read on for the answer.
In my humble opinion, accumulated experience (higher interest rates are BAD! NEVER buy stock in a company with zero or negative earnings) can be bad when one does not understand a disruptive company like Tesla. If you spend just a FEW MINUTES in the morning understanding the current direction of trading, you would be waaay ahead of most traders, who are blind to facts. For instance TSLA has been hammered for over a week now because of two "recalls", one in the US and one in China. I put he word "recalls" in quotation marks, because the 'recall' is nothing but a software upgrade over the air. Tesla does this routinely umpteen times a year.
For instance, currently TSLA is down almost $4! Unfortunately, most of us do not have the resources to move the stock price. HOWEVER, we can cause some hurt by BUYING CALLS on the cheap. I have an order in to pick up post-earnings $250s at $4. The order may not hit today, but it sends a clear message to shorts and wold-be shorts!
Pirate: Since taxes apply equally to both IC cars and EVs, your numbers are incomplete. Please compare the cost of a fully equipped Model 3 to a Toyota Corolla.
Moderna, I have no idea where you have been. The Model 3 costs way under $60K; I believe it costs just over half that. In case you haven't noticed, the Model Y has more sales globally than the Toyota Corolla.
That is pure nonsense...and you know it too!
JJ: I am sorry about what I am about to say. Your post is meaningless drivel. What you basically said: Chart reading and analysis are essentially useless, because they tell you NOTHING about the future. The stock price may go up or down.
Yet another inane MF article. After describing Tesla's monumental achievement in 23 (they grew auto deliveries by well over 30%, MF sees more challenges in 2024, and will be happy with a growth to 2.2 million (which is barely 25% over the 23 number! If I truly thought Tesla can grow its deliveries by under 30% for any year, I would agree with the clueless analysts that TSLA is overpriced. I, however, am of the firm opinion that TSLA is grossly UNDER-priced.
rovlram: The clueless analysts focus on trading by ARK amounting to a vanishingly small percentage of their holdings. To me the most interesting thing about the article is:“There is more share for Tesla and others who choose to go for it,” That quote is by Cathie Wood speaking about the short term decision of GM and Ford to "step back from their EV plans due to profitability concerns. "
Suddenly Tesla's target for 2023 sales is NOT the rather easily beat 1.8 million but a lofty 2 MILLION!
https://www.reuters.com/business/autos-transportation/tesla-deliveries-hit-record-fall-short-musks-aspirations-2023-12-27/
I hate to turn to an EPA article but as they say any port in a storm of misinformation. In this case I am referring to EV myths.
See https://www.epa.gov/greenvehicles/electric-vehicle-myths#:~:text=a%20gasoline%20car.-,Myth%20%232%3A%20Electric%20vehicles%20are%20worse%20for%20the%20climate%20than,even%20when%20accounting%20for%20manufacturing.
Just remember if something sounds too good to be true, it is probably false
Motley Fool analyst thinks TSLA price in 2024 will be 239 to 310. Mr Inremental based his predictions on estimated earning for 24 and 25. The problem with Parkev and other TSLA analysts is that they only include quantifiable earnings and give no credit for things not commercialized yet. Since Tesla will have the major part of their future earnings from new businesses like FSD and robotaxi it is no wonder that Wall Street is totally clueless about future stock price. Time to load up. JMO
Just my opinion
Dibbs: in my opinion, the trial and error period is about to experience a major compression with the advent of end-to-end programming which is being kicked off by V12. Therefore, I fully expect our technical ability to be sufficient by the summer of 2024. However, regulatory approval may require a change in the government,
By ny reckoning, next summer (which I can agree with, reluctantly) is way different than at least 3 years.
chk: Please read EVERY word in rovlram's post especially about the system learning. For instance, my route to my country club has many left turns from roads with two left turn lanes. The system has learnt which lane to be in most of the time.
chk: I appreciate your heartfelt, detailed response. I agree that FSD without driver supervision is some time off. However FSD Beta which requires human supervision is almost perfect on the routes I take.. I hope that FSD is allowed to drive like most humans by NHTSA even if most humans do not follow every traffic regulation.
I have no idea why you came up with >3 years, as if passage of time alone will improve the system. I think we are on the final update before V12, which will be essentially end-to-end. It would be really end-to-end if the NHTSA did not insist on driving in STRICT compliance with archaic laws (and increasing the risk of being tail-ended!). As I have stated elsewhere, please make certain you are all in before FSD is released to everybody. I fully expect that to happened in 2024.
chk: I have no idea when the regulatory authorities will allow the BETA to be removed. However, in my humble opinion, FSD is technically ready NOW, other than a few missing features (backing up and entry into and exit through HOA gates). And reading the tea leaves, NHTSA seems ready to move. Unless you have tried FSD recently, I think you are sadly mistaken.
chk: I am expecting the FSD 12 announcement imminently, Don't wait to go ALL IN until after the announcement. BECAUSE I think the stock may rally as much as $100+ on the news.
The timing depends on two factors:
1. Technical.
2. Regulatory.
I think robotaxi is doable technically provided FSD can be taught to back up, handle HOA entry and exit, and link o homelink.
#Green$: Welcome to the BRIGHT side! In this particular case, I think it is the RIGHT side.
chk: I am like rovlram. If FSD is not present I am reluctant to drive, I almost never leave home without it.
AND Toyota hybrids can be fully charged in a matter of 5 min or less...
$Green$ What exactly has changed in the last few weeks? Please understand I am not trying to gloat, just understand.
How can Model 3 price drop from 40k to 20k by improvements in the manufacturing process, when the battery takes up more than half the cost?
I thought most of Europe is already more ‘woke’ than the US.
Love the thought
Rovlram: in my opinion, Wall Street, that consists of humongous brokerage houses funded by well-heeled customers who believe every word uttered by the brokerage house analysts is FINALLY realizing the power of the retail investor.
Morgan Stanley, I think, is correct. However, in my opinion, they are overlooking a more pressing application: FSD.
Apparently wireless charging CAN be as efficient as wired charging. However its speed is low. Knowing Elon’s penchant for perfection, Tesla will not release it until we start clamoring for it!
I personally am not too worried about their handful of EV’s crowding me out!
I am at the point of not being allowed to drive without FSD!
I agree without even looking at the authors!
George: I agree with most of Tom’s points and buy into his theory that the stock price is being held down in order to give the larger investors a chance. However, I believe Tom is too conservative on his longer term target. I see TSLA hitting 5K by 2030.