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06-29-2020 , 04:55 PM

#12526

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by ToothSayer

Hilariously, a new Tesla test car was spotted with LIDAR on it. They claim it's just for "verification".

Link?

That makes no sense no matter how you cut it.

Quote

06-29-2020 , 06:04 PM

#12527

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

https://electrek.co/2020/06/29/tesla...array-sensors/

He hilariously tries to downplay it, but:

Quote:

There also appear to be some lidar sensors on the rig. However, Tesla has previously stated that it uses lidar sensors to validate other sensors in testing and doesn’t plan to bring lidar to production vehicles.

Quote

06-30-2020 , 10:47 AM

#12528

snowie963

banned

Join Date: Sep 2019 Posts: 1,484

too late to buy now?

Quote

06-30-2020 , 12:49 PM

#12529

coordi

Carpal \'Tunnel

Join Date: May 2007 Posts: 23,699

Musk making leaks and actively pumping takes us back to the general wisdom that hes quiet/coy when things are good, and loud and obnoxious when things are not

Quote

06-30-2020 , 01:06 PM

#12530

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

leaking and pumping is the latter?

idk man the cult is out in full force. the richer ones are buying FSD just to juice q2 revenue and the poorer ones are buying $35 t-shirts and such.

i do think there's considerable downside if they miss q2 profit but i think it's highly likely they hit it. deliveries pump seems priced in, so don't think deliveries affect price unless they're egregiously low or high (<80k or >95k)

Quote

06-30-2020 , 01:49 PM

#12531

solid first post

centurion

Join Date: Dec 2013 Posts: 149

IIRC previous similar email leaks have been accurate...

Quote

06-30-2020 , 03:02 PM

#12532

heltok

old hand

Join Date: May 2012 Posts: 1,695

Quote:

Originally Posted by Xkf

I am one of those who got FSD today =)

It’s probably marginally EV- to get it(compared to spending the same money on stocks), but I like to do my research and if I sell the vehicle should probably get some of it back. And it’s fun to help the company to get to the right side of super tight:

Quote:

In the email titled ‘Down to the last few days’ and sent to employees today, Musk wrote:

Breaking even is looking super tight. Really makes a difference for every car you build and deliver. Please go all out to ensure victory!

80k is still pretty high imo, I would say low is <70k which is where the analysts are estimating it, 80k+ is the speculation by bulls based on random anecdotes and vins, very prone to error.

$200B market cap. Don’t doubt your vibe!

Quote

06-30-2020 , 03:30 PM

#12533

coordi

Carpal \'Tunnel

Join Date: May 2007 Posts: 23,699

Quote:

Originally Posted by solid first post

IIRC previous similar email leaks have been accurate...

This is a fair point

Quote

06-30-2020 , 03:44 PM

#12534

BooLoo

adept

Join Date: Oct 2013 Posts: 945

Quote:

Originally Posted by Xkf

idk man the cult is out in full force. the richer ones are buying FSD just to juice q2 revenue and the poorer ones are buying $35 t-shirts and such.

love it when shareholders pay for their own returns.
someone should find a name for that type of scheme.

Quote

06-30-2020 , 03:46 PM

#12535

Morishita System

old hand

Join Date: Jan 2011 Posts: 1,391

Quote:

Originally Posted by chytry

low 80k would be quite an achievement and outright unbelievable if delivered making profit

SEC being asleep at the wheel means this is going to happen. And I expect SPY inclusion to happen as well given how many companies are going to get punted out.

Only thing that finally ends this is a Wirecard moment or tapering from the Fed.

Quote

06-30-2020 , 03:51 PM

#12536

BooLoo

adept

Join Date: Oct 2013 Posts: 945

this playing out like wirecard is my working theory right now.
you had months to get into that play after they delayed their report. so i'm pretty happy on the sidelines right now.

Quote

06-30-2020 , 04:13 PM

#12537

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

Quote:

Originally Posted by Morishita System

i'm probably too optimistic but i think q3 and/or q4 deliveries knock off a chunk. granted that could mean stonk price is 1500 and bad q3 and q4 knock it down to 1200. i just don't see where demand is for another 350k cars this year. in b4 not a car company.

Quote

06-30-2020 , 05:29 PM

#12538

chytry

Pooh-Bah

Join Date: Feb 2010 Posts: 4,341

Quote:

Originally Posted by Spurious

the market dominating position they are in.

This is a Tesla cult delusion. They dominate nothing except for stock pumping.

Quote

06-30-2020 , 05:50 PM

#12539

Didace

Carpal \'Tunnel

Join Date: Nov 2009 Posts: 20,391

Quote:

Originally Posted by chytry

This is a Tesla cult delusion. They dominate nothing except for stock pumping.

I thought they had the only fully self-driving car?

Quote

07-01-2020 , 06:07 AM

#12540

heltok

old hand

Join Date: May 2012 Posts: 1,695

Rob(who guessed best in Q1) and FrankSG both think 95-100k:

https://teslainvestor.blogspot.com/2...-earnings.html

I am updating my guess from 84k to 89k deliveries.

Quote

07-01-2020 , 06:39 AM

#12541

thethrill009

adept

Join Date: Jan 2009 Posts: 830

Quote:

Originally Posted by Morishita System

This is an incredibly bullish statement.

Quote

07-01-2020 , 07:19 AM

#12542

topspinner

old hand

Join Date: May 2004 Posts: 1,336

https://www.zerohedge.com/markets/go...nting-wirecard

Article comparing accounting at Telsa to accounting at wirecard.

Debating buying puts on tsla, anyone have a reccommendation as to strike price and length?

Quote

07-01-2020 , 07:24 AM

#12543

chytry

Pooh-Bah

Join Date: Feb 2010 Posts: 4,341

Quote:

Originally Posted by Didace

I thought they had the only fully self-driving car?

They did. But it decided it didn't want to live on this planet anymore.

Quote:

Originally Posted by topspinner

Wouldn't buy puts when they are still in their prime pumping stage.
Wirecard showed how easy it is to hide fraud for a long time. 2.1 billion missing in a company whose yearly average revenue in the last 5 years was 1.8 bill is really something.

Last edited by chytry; 07-01-2020 at 07:30 AM.

Quote

07-01-2020 , 10:17 AM

#12544

Xkf

Carpal \'Tunnel

Join Date: Aug 2009 Posts: 30,166

market cap bigger than toyota, we did it

Quote

07-01-2020 , 12:23 PM

#12545

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by thethrill009

This is an incredibly bullish statement.

i think that's probably the way he meant it

Quote

07-01-2020 , 12:26 PM

#12546

syndr0me

old hand

Join Date: Dec 2006 Posts: 1,682

Quote:

Originally Posted by topspinner

look for better spots, like a blackjack table

Quote

07-01-2020 , 12:35 PM

#12547

n00b590

adept

Join Date: Jun 2010 Posts: 978

Quote:

Originally Posted by topspinner

"Markets can remain irrational longer than you can stay solvent." There's no telling when this clown show will end. If they're able to keep spinning the growth narrative and raising more money, it can basically go on indefinitely unless maybe massive fraud gets exposed.

That said, it feels like we could be getting close to the wheels falling off -- after Model Y backlog is depleted and China turns out not to be Shangri-La after all. So I'd allow at least a few more quarters for that to play out. I moved out to June 2022 puts personally.

Quote

07-01-2020 , 02:58 PM

#12548

topspinner

old hand

Join Date: May 2004 Posts: 1,336

How can tsla be worth more than toyota a company that actually makes a profit?

How much of a bump will it be if it is added to the s&P?

https://wolfstreet.com/2020/07/01/do...ows-by-toyota/