Replies to post #2695 on Tesla Inc (TSLA)

[Surfint]

They basically met and exceeded.

What concerns me is that in CC they didn't emphasize "when" they thought the capacity issue cold be met. If they could have done that, it seems like the investors could see past the glitch.

It's possible the stock is too high visibility.

If they can execute ( next year us forecasted at 4xx% growth), it cold still be red hot. I don't think they addressed battery issue satisfactorily. It was left open.

Actually, I think also that shipping to Europe slowed things down a little bit.

My bet is that TSLA is running into resistance in the US ( notice how they dodged the question about the planned cross country trip)....or maybe the battery doesn't last long enough or something.

There are high growth stocks that keep going...this one has alot of eyes on it.

[Surfint]

The shipment/revenue numbers that CNBC posted as targets during the day ( before TSLA announcement) weren't as high as what Jim Cramer rumored.

It seems to me that he helps to bring a stock down (punish it) through marketing. Notice how he positions/markets around Icahn and other big investor positions ( market up, while they get out), etc.

The bar is pretty high for tsla, they needed to throttle and as more eyes on it, more scrutiny, etc.

..... Think there is more to the battery issue than meets the eye; in a way it buys them time, etc.

It's amazing how fast they've expanded to date.

[Surfint]

....and he mentioned that SCTY ( a Musk company ) guided down and said that might also cause TSLA to sell off another day, right.

A giga factory would help SCTY business right.

SCTY ( solar city ), supposedly beat, but had insider support .... To help with some issues .....75% ownership by insiders, etc.