at what price would you say it's overvalued? there has to be one, right?

Is this not the company where the Musk man threw a stone and broke his bullet proof glass with a toss..... then tried again and failed.... Suppose to trust his self driving cars but he or his staff doesn't test a big part of his presentation

Is it not the company where guy made crazy claims about how many cars would be on the road, and how the prices of the vehicles would increase in price used..

Is it not the company that the CEO said on twitter that we would have no new cases after we had a few covid cases, despite all the feeds from china.....

Is it not the company that made a carbon copy of the Truck from Halo that looks disgusting.... seems like that was a huge waste of money, I wonder how many years will go by before I ever see one of those hideous things on the road.

Is it not the company that has falty brakes, parts falling and flying off on the regular..... with bad paint jobs leaving the floor

List could go on that's like 3 minutes of thinking about it, he is like a cult like figure who constantly talks out of his ass.

Didn't he charge people for the auto driving **** many years ago too....

He just seems like a hype man, after attention. Why else would you name your baby X..5.4.x3.sx5 or w/e, and without government helping him out he would probably be dead in the water without a subsidy

The evaluation seems like it's priced like he won't fail, yet all I do is see him fail.

Coworkers were talking today about how Elon is richest in world and passed bezos. My coworkers was like "Huh? doing what? selling his cars?" lol

I have read this option induced demand line on twitter before. But I don't understand it. How does buying calls create demand for buying the underlying ?
I understand that hedgers want to purchase the shares to sell the calls on, but what about when the calls expire. Wouldn't they just sell the shares at that point? Or roll them into the next set of call sales? How does the demand increase ?

Yeah, I don't see how buying calls causes calls to make money like some self fulfilling prophecy but I haven't really looked into it at all

Elon Musk (found of Tesla if you really really like to avoid markets) recommended using Signal over WhatApp - messaging services. A thinly traded stock by Signal Advance was mistaken as his recommendation and did ~875K in volume and surged 1000%.

#NotaCult

thanks for the tip on signal. buying Monday

what ended up happening to the fake zoom everybody was buying last year? Serious question I heard about but never followed it after a day or two, anybody know?

They are down about 80% from the pre boom price, $1.60 or so. Went up to $20. Sitting at $.20 and under a million market cap

The implied volatility on Tesla options is batshit insane.

Someone should check on the guy who was selling Tesla volatility because it always traded in a tight range...

Markets are efficient. No money in trading.

Elon is the richest man on the planet, Tesla are rapidly closing in on $1T market cap. If all you see is him failing, then maybe you should watch out for potential bias.

Bears here keep seeing Elon failing. Tesla stock keeps going up, deliveries keep going up, profits keep going up and still all they see is cracks. Next year Tesla can make $10B in non-gaaap profits and all they will see is cracks and a failing Elon. Imo bears are unable to see beyond their initial assessment that Tesla is a tiny bubble company that will never amount to anything and for sure will never actually make it big.

How rich would he be without a government subsidy, what happens if the subsidy is removed? Would Tesla still be selling anywhere close to as many cars without rebates. I may have a bias, and it may possibly be the reason I have never shorted the stock.

Tesla and GM are the only companies not getting any gov subsidies atm, all the other companies are getting subsidies. Clearly Tesla are selling well even without those rebates. Not sure why that hypothetical scenario is important, I prefer to analyze the real world.

Try better mental gymnastics!

It ended at the end of 2019 lol, shows how little I follow the company.

It could be argued that being able to sell regulatory credits is a subsidy.

Tesla Inc (NASDAQ: TSLA) reported its fourth consecutive profitable quarter on Wednesday after the company generated 50 cents in GAAP EPS in the second quarter. Despite an earnings and revenue beat, Tesla shares fell 5% on Thursday, and regulatory credits may be to blame.

Tesla reported $6.04 billion in revenue in the second quarter. However, despite opening a new plant in China and launching the new Model Y, Tesla’s automotive sales were down 4% from a year ago.

Tesla also reported just $104 million in GAAP net income in the second quarter, but that profit includes $428 million in regulatory credit sales.

- ADVERTISEMENT -

What Are Regulatory Credits? Environmental emissions programs around the world, such as the Zero Emissions Vehicle (ZEV) program in California, give out credits to automakers that produce and sell electric vehicles. In addition to California, there are at least 13 other U.S. states that have similar programs in place. If an automaker doesn’t have enough credits by the end of the year, it could face punishment from state regulators.

Since Tesla produces nothing but EVs, the company racks up way more credits than it needs to meet the minimum regulatory requirements, so it turns around and sells the excess credits to other automakers so that they can avoid penalties.

For example, Fiat Chrysler Automobiles NV (NYSE: FCAU) has reportedly committed to buying $1.27 billion in credits from Tesla to comply with new European environmental regulations that go into effect in 2021.

See Also: ARK Invest Analyst Discusses Tesla's Path To ,000 Share Price

Why Does It Matter? Since Tesla receives these regulatory credits for free, they're able to sell them at 100% profit margins, which boosts the company’s overall margins. Tesla’s regulatory credit sales revenue in the second quarter was up nearly 200% from a year ago.


I would say you're right Didace

Imagine being as delusional as this guy. Just wow.

It could be argued that emitting carbon at no economic cost is a subsidy.

Sure. But it’s not a rebate. Also I found the Tesla not joining S&P 500 because they sell credits a bit weird, it’s not like we remove the cost of buying the same credits from the companies that need to buy them.


FWIW the cost of polluting diesel is pretty high:
https://link.springer.com/article/10...584-015-1343-0

Imo allowing these companies to kill and hurt Americans without having to pay for the health costs is also a subsidy.

Anyway I think all these subsidies will go away and BEV and PV will outcompete ICE and coal on costs and customer experience and at some point you will have to pay to pollute if you want to drive a farting car.

Guffaw.jpg. Run the numbers on the environmental damages/costs of a delivered Tesla given that it comes with a massive carbon debt thanks to the battery, a debt so large that takes 7 years of running just to come level with a diesel car and never catches up with a hybrid car.

And ah yes, the bullshit study. This was my favorite:

Yes, just let's ignore the thing which is a massive positive (CO2 crop fertilization which is why the planet is greening faster than ever and there's the biggest global food surplus ever right now
And calculate the cost if you remove the massive positive effects! Makes sense. "Green" science and analysis, got to love it.

Is carbon taxes not included in every gallon of fuel ICE consumers drive? The end users pay.

Could there be any correlation between a bitcoin sell off and a TSLA price correction?

seems pretty normal after a 23% week. It was down 1.5% after hours Friday.