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Old 08-02-2020, 03:00 AM   #13101
thethrill009
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TSLA showing cracks?

In the meantime, LIB stink, so batteries and ultracapacitors stink.

So grid storage stinks.
Therefore solar is garbage.

So EVs stink.

So mining Cobalt and nickel rocks (pun intended).

Etc etc.

The entire ripple effect requires on one thing.

(Btw, global energy storage market will be gigantic and a multi-decade double-digit growth sector, but not catching the global automotive market for many many decades, if ever.)

Last edited by thethrill009; 08-02-2020 at 03:05 AM.
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Old 08-02-2020, 02:56 PM   #13102
Xkf
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Re: TSLA showing cracks?

Think we pump tomorrow on the space bs and potential otm call bs
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Old Yesterday, 01:19 AM   #13103
Shuffle
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Re: TSLA showing cracks?

Taxpayer grifter CEO got billions from the government to build 60 year old technology. Definitely going to pump.
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Old Yesterday, 07:15 AM   #13104
Banana_Stand
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Re: TSLA showing cracks?

I wrote a little something tackling 1 red flag of Tesla: the promise of FSD/autonomy/robotaxis.

[SNIP - No self promotion...you can feel free to post your thoughts here, but you can't just link to your website to draw traffic, sorry.]

Hardcore bulls aren't going to convince the bears. The bears aren't gonna convince any bulls. That's just how it is.
You can have long debates about battery edge, approach to FSD (lidar or no?), vehicle safety and all that. The bulls have their "facts" and have made up their mind. And so do the bears.
But those debates aren't convincing anyone of anything.

My goal was to talk about one aspect of the tesla bear case and not make it too complicated, so someone who's maybe neutral or sceptical about Elon & Tesla could "see the light".

I'd appreciate any feedback & share it on Twitter or with your friends.

Last edited by jalexand42; Yesterday at 09:33 AM.
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Old Yesterday, 10:24 AM   #13105
coordi
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Re: TSLA showing cracks?

Musk throwing the US, and specifically LA and NY that have both given him billions, under the China bus. Always the victim despite an endless amount of rope
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Old Yesterday, 06:26 PM   #13106
adios
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Re: TSLA showing cracks?

Quote:
Originally Posted by ToothSayer View Post
Yeah man, completely ridiculous. Not at all a near perfect correlation with SPY at a 4-6x market multiplier today (and 3-10 on most directional market days), just like the graphs I posted last week:



Nothing to see here, move along. Like I said, pearls before swine.
Well let’s see what happened today.

S&P 500 up 0.72%
TSLA up 3.79%

3.79/0.72 = 5.72 which is between 3 and 10.

Welp TS 1 detractors 0.
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Old Yesterday, 07:37 PM   #13107
snowie963
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Re: TSLA showing cracks?

I for one apologize, but I wish we would of had the 5 beta on Friday when my calls went to zero. I won’t apologize for that day.
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Old Yesterday, 08:50 PM   #13108
grizy
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Re: TSLA showing cracks?



A "score board" if you will of daily realized betas.

Assuming the risk free return is irrelevant on these days, which probably isn't too far from the truth for most days.
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Old Yesterday, 10:13 PM   #13109
jfound
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Re: TSLA showing cracks?

Quote:
Originally Posted by coordi View Post
Musk throwing the US, and specifically LA and NY that have both given him billions, under the China bus. Always the victim despite an endless amount of rope
the chinese probably gave him more billions
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