AutoeroticaQuote:
Originally Posted by sonatine
Autoerocketa
Gimme some time to work on this
Printable View
AutoeroticaQuote:
Originally Posted by sonatine
Autoerocketa
Gimme some time to work on this
But has Porsche run its Taycan there?Quote:
Originally Posted by sonatine
Porsche Taycan gets praise from Tesla’s Elon Musk on Nürburgring record
https://www.teslarati.com/porsche-ta...ceo-elon-musk/
Holy shit! If there ever was an example of speaking too soon...Quote:
Originally Posted by MumblesBadlyBut has Porsche run its Taycan there?Quote:
Originally Posted by sonatine
Porsche Taycan gets praise from Tesla’s Elon Musk on Nürburgring record
https://www.teslarati.com/porsche-ta...ceo-elon-musk/
Tesla Model S beats Porsche Taycan’s Nurburgring lap by ~20 secs: German auto mag
https://www.teslarati.com/tesla-mode...orsche-taycan/
this solarcity shit is a problem. the accusation at bar is that solarcity was insolvent but somehow musk saw fit to essentially funnel billions into it, and by extension his own pocket. even if one says 'ok well its a hugely important tech mission and the ends justify etc etc', the blowback could be really, really, really bad, and its amplifying every single unit failure event, eg a kit in colorado caught on fire and now thats the banner headline because of the other drama blowing up around solarcity. so there is a real potential for a perfect storm to go much further than the 6%+ drop in stock value today.
semi-related:
full disclosure.. i pulled my model y pre-order a couple of weeks ago for three reasons:
1) first run teslas tend to have problems and im not super into beta testing a car for free.
2) im not actually entirely convinced that the model y is going to drop before 2021.
3) there was a slight price drop in my chosen configuration and i'd have never known had i not logged in on a whim to check; after 'reconfiguring' my car (literally choosing all the same options and hitting save), my cost reflected the new price. not cool.
bonus reason:
4) when things go well with a tesla order, they go VERY well. when things dont, you end up in this weird bureaucratic maze where department x cant see whats going on in department y despite department z telling you that x are the people you need to speak with.
the china gigafactory is going to start generating revenue in earnest by years end pending Real Drama so im not viewing any of the issues at bar as extinction events, and ill gladly pick up my model y once they start shipping, but there just wasnt an upside to pre-ordering that i could find so here we are.
I love Tesla as a company to invest in and a car to drive, I'm FAR less bullish on Solarcity and would be perfectly happy if Telsa divested.Quote:
Originally Posted by sonatine
Quote:
Originally Posted by tony bagadonutsI love Tesla as a company to invest in and a car to drive, I'm FAR less bullish on Solarcity and would be perfectly happy if Telsa divested.Quote:
Originally Posted by sonatine
yeah i feel like there was a unified theory end game where solarcity / tesla wall / car get bundled together and real talk i gladly sign the dotted line for that action, but my optimism is predicated on solarcity surviving long enough to roll out a stable product and train up competent installation engineers. my gut says the china / europe plays are going to stabilize the situation by q2 / q3 2020 but its going to be nerve wracking getting there.
glad to see my posts got you to DYOR and likely saved you a future headacheQuote:
Originally Posted by sonatine
apology accepted - don't sweat it
Possibly the best long-form user-generated unsponsored unintentional advertisement for a Tesla automobile to date. It’s 50+ minutes long, but don’t be surprised if you find yourself watching the whole thing.
https://youtu.be/_naDg-guomA
https://www.teslarati.com/tesla-smar...-map-location/
color me old fashioned but i think concepts like 'beta version' should be airgapped from anything automotive in nature.
Agreed although to be fair I would trust a beta version more than a lot of current human drivers.Quote:
Originally Posted by sonatine
On the other hand...in before “sorry officer I pressed summon and it mowed down some children you should charge Elon not me”
Quote:
Originally Posted by simpdogAgreed although to be fair I would trust a beta version more than a lot of current human drivers.Quote:
Originally Posted by sonatine
On the other hand...in before “sorry officer I pressed summon and it mowed down some children you should charge Elon not me”
yeah im being a bit facetious because obviously all this shit gets signed off on by transportation department plus its all 100% inevitable from a technology perspective, its just super unnerving.
At least they didn’t call it alpha?
https://www.teslarati.com/greta-thun...schwarzenegger
absolutely guaranteed there is something in here to trigger every miniboomer on this site.
Wait for it, wait for it.....
Production #’s .... I know that’s not really the point but still fun.
Whatcha smokin?
i was going to suggest tesla roll back the auto-summon feature immediately but its absolutely central to their automated taxi-fleet uber-killer concept and they just acquired an AI company to help them make it happen, so i expect dark days on the stock front.
thats the naked face of the tesla gambit right now; can they survive long enough to roll out a functional self driving fleet of taxis. its a bit infuriating because im really not sure the potential upsides justify extending beyond their more immediate identity as 'a company selling an amazing car'.
im already seeing an avalanche of obviously fake auto-summon complaints getting the good old sosh media retweet amplifications from accounts clearly run/orchestrated by trollfarms so i hope to christ the market sees it as well as i do.
There are times I want to offer myself as a sort of reverse proxy server between reality and yourself, Sonatine
There was once a time in the auto industry when “win on Sunday - sell on Monday” was a thing.
Of course, you weren’t buying Richard Pettys engine. It was cache. Tesla can code some trick shit. Trot it out on social media and Joe Rogan. The Tesla image will sell cars. You don’t have to jam it into production.
Go ahead and show off a little. Hype and braggadocio works.
You do get that cars are sold primarily based on image and marketing? It is about making and selling lots of cars at a profit. The rest is noise. You don’t have to buy the expensive product liability insurance.
Quote:
Originally Posted by Sanlmar
i guess im feeling reticent because usually those updates are Good Things but this last one really does feel like its going to kill someone, so the usual shuck and jive vibe from tesla isnt really landing for me...
Lol ... just funny at this point
https://www.zerohedge.com/technology...summon-feature
Tesla said Wednesday it delivered a record 97,000 electric vehicles in the third quarter, a nearly 2% increase from the previous period, but still short of analysts’ expectations.
Tesla shares fell nearly 6% in after market trading on the news.
Sanlimar, once again, on his game.
Earnings get released after hours today. If you bought on weakness over the last quarter you could easily have a cost basis between $215-$225. Currently TSLA trades at $254.Quote:
Originally Posted by tony bagadonuts
Let's see if my thesis holds up.
Nope, Tesla smashed expectations and the stock is up 10% after hours.
Quote:
Originally Posted by tony bagadonuts
17%.
Ultimately it supports my bull thesis and it's good to see Tesla break out of the trading pattern. Big day for TSLA today.Quote:
Originally Posted by sonatineQuote:
Originally Posted by tony bagadonuts
17%.
With $10.5 billion bet against Tesla, short sellers suffered paper losses of $1.4 billion on Thursday, erasing 70% of the profits they had logged in 2019, according to S3 Partners, a financial analytics firm. Tesla's shares remain down 10% year to date.
im sure its all a big misunderstanding.
And if the shorters shit themselves and close out their positions, that will heavily push the price up again.Quote:
Originally Posted by simpdog
Quote:
Originally Posted by Belly BusterAnd if the shorters shit themselves and close out their positions, that will heavily push the price up again.Quote:
Originally Posted by simpdog
pretty sure this is what we saw today. simpdog's post is from COB yesterday.
https://finance.yahoo.com/news/musk-...235340906.html
“Why would anyone make a solar roof? How strange. But it just is a thing that should be. So we’re going to make it.”
Quote:
Originally Posted by tony bagadonutsUltimately it supports my bull thesis and it's good to see Tesla break out of the trading pattern. Big day for TSLA today.Quote:
Originally Posted by sonatine
frustrating; im hearing that the jump from 260-315 was basically predicated on tesla tweaking numbers on a spreadsheet by re-defining some warranty expenses, in so many words.
stock is down like 6% since that tidbit went public and the most frustrating part is i have no idea if its actually a cause for concern or just shorts being shorts because the signal/noise ratio is so utterly out of hand.
something else that jumped out at me from the roth analysis; a pillar of their model is that a saturation point has been reached for domestic tesla sales, and honestly when i read it i was like 'oh shit, heard' but then i sat down and did some number crunching of my own... if my math is right, tesla needs to account for about 1.8% of domestic car sales in order to stay profitable, and thats above and beyond their nascent solar initiative (which i think is going to be a financially significant product within the next 5 years).
in the next 12 months, we will see a truck, a hybrid suv, and the roadster land. i feel like 1.8% is a viable market share target. and thats totally excluding europe/asia sales.
so im gonna stay on this horse but, and im not saying anything new here, i think its going to be a bloody ride for the next year.
They need the cash to remove the solar panels from Walmart roofs cause, well, the company is inept and service kinda wasn’t done so fires and such.
Did they offend Amazon too?
With every tick of the clock the car becomes #metoo. Software doesn’t sell. Sex sells. The Tesla image isn’t sex but rather some kind of doobie smoking odd ball.
The brand is a counter cultural statement and that’s niche. When 12 year old boys think Tesla is cool then I’m long
The Matt Damon Christian Bale movie about Shelby is about to drop and you would benefit enormously from the automotive education if you are going to continue down this path.
Shelby, though dead, still conveys marketable cachet. It wasn’t nuts and bolts. It was sex and winning and groovy 60’s stuff.
Similar 4 wheel appliances will be avail. First is not a satisfactory differentiation.
The problem with Tesla is it has cache but not cachet... and they have no cash. I wrote that. Lol. That’s pretty good. Drops mic
If Elon Musk faked his own death and came back as Matthew McConaughey Tesla might have had a shot.
or maybe a strong women who looks good for her age
real suicide is an option he is obliged to explore with his marketing people if he really cares about his investors
its interesting to me, that i have two circles of friends who 1) think teslas are sexy 2) own teslas and 3) think elon musk is hot af.
first group: tech employee friends
second group: fantastically wealthy + highly intelligent friends
a lot of 12 year olds would call those people influencers.
[QUOTE=sonatine;866844]:lolQuote:
Originally Posted by tony bagadonuts
i'm sure when they go 1/3 they will blame panasonic for not having enough cell capacity to fulfill their orders/production
it amazes me you don't recognize elon's knack for NEVER EVER EVER meeting a deadline
https://www.cnbc.com/2019/11/05/tesl...top-fires.html
stock seems emotionally stable at 320+ but i have real misgivings about their truck reveal on the 21st.
Mercy. Depends on your time frame, I guess.Quote:
Originally Posted by sonatine
There is a little chart saying that goes, “all gaps get filled”.
BFG - Big Fucking Gap
We will see
this cant possibly be true; any one of will's sputtering broken english rage posts clearly indicates tesla's stock value hasnt grown over 17% since their quarterly earnings report.
biiiiig misunderstanding imo.
that said, i legit think that pickup truck reveal on thursday is going to wipe their gains and then some.
I certainly hope so. I'd like to add to my position but $351 is a pretty rich valuation at this time and the technicals indicate the stock is overbought.Quote:
Originally Posted by sonatine
Not sure why you're bearish on the pickup, will be interesting to see the reaction. NOTHING would surprise me as it relates to TSLA the stock.
The real bull case for me surrounds the combo of the model Y and the Shanghai giga factory, along with Tesla's huge lead in autonomous driving data.