I dont trust Tesla at all.
We deal with them on their batteries. They wanted to basically hold us hostage and dump some solar panels. If we bought the panels we could get some batteries. Their batteries are like their cars. Never know when they might come. Competitors are coming out with similar or better products and they can actually manufacture and deliver them. Also I think most of their profits were from selling their solar renewable energy credits. What will it be this year.....the bitcoin they bought?
Also on the solar side of things they were basically doing some illegal shit. Basically inflating their prices to get a larger tax credit. Government should have went after them. Their solar division is not going to be a big money maker. Their solar shingles are not a good product. Wont go into the details but more fluff than good solution. They are also quoting projects at really low prices. They will either be extremely low margins or they will lose money and make up for it with volume..haha
I think the competition is coming and they will soon be passed as the electric car company. Everyone is getting into the business. I think VW/Audi will pass them in the not so distant future.
I also think Elon is bipolar or something. Not the guy I want to invest my money with. On 60 Minutes he talked about how he was almost flat broke a few years ago when his cars didnt work and his rockets didnt work. He thinks he can do whatever he wants and their are no consequences.
Woods call on Tesla a couple years ago and the stock rise was big for her reputation. I read a rather scathing analysis of her analysis. They just scoffed at the numbers she used in the insurance business. Ended with if her analysis of the insurance portion of the business was so bad. What about the rest of her projections.
I read another stat on Tesla this was about 6 months ago. Their stock value equated to $550,000 for every car they sold that year. A little too forward thinking for me. I think there are better stock options. Woods reputation will take a big hit if Tesla starts getting a more realistic evaluation.
We deal with them on their batteries. They wanted to basically hold us hostage and dump some solar panels. If we bought the panels we could get some batteries. Their batteries are like their cars. Never know when they might come. Competitors are coming out with similar or better products and they can actually manufacture and deliver them. Also I think most of their profits were from selling their solar renewable energy credits. What will it be this year.....the bitcoin they bought?
Also on the solar side of things they were basically doing some illegal shit. Basically inflating their prices to get a larger tax credit. Government should have went after them. Their solar division is not going to be a big money maker. Their solar shingles are not a good product. Wont go into the details but more fluff than good solution. They are also quoting projects at really low prices. They will either be extremely low margins or they will lose money and make up for it with volume..haha
I think the competition is coming and they will soon be passed as the electric car company. Everyone is getting into the business. I think VW/Audi will pass them in the not so distant future.
I also think Elon is bipolar or something. Not the guy I want to invest my money with. On 60 Minutes he talked about how he was almost flat broke a few years ago when his cars didnt work and his rockets didnt work. He thinks he can do whatever he wants and their are no consequences.
Woods call on Tesla a couple years ago and the stock rise was big for her reputation. I read a rather scathing analysis of her analysis. They just scoffed at the numbers she used in the insurance business. Ended with if her analysis of the insurance portion of the business was so bad. What about the rest of her projections.
I read another stat on Tesla this was about 6 months ago. Their stock value equated to $550,000 for every car they sold that year. A little too forward thinking for me. I think there are better stock options. Woods reputation will take a big hit if Tesla starts getting a more realistic evaluation.
Kathie Wood knows what she's talking about....but Tesla is such a volatile stock w/ it's price swings. Over the next 5 years EVERY car dealer in the world will be pumping out EV's - fully EV's. There's no earthly reason why Tesla stock is $700 right now...so why would it be $3000 in 4 years? It doesn't make sense. But....Kathie Woods knows what she's talking about....
from last week..I don't post these normally.
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Trade Alert - (TSLA) – BUY Buy the Tesla (TSLA) April 2021 $450-$500 in-the-money vertical Bull Call spread at $44.00 or best Opening Trade 3-19-2021 expiration date: April 17, 2021 Portfolio weighting: 10% Number of Contracts = 2 contracts If you don’t do options, buy the stock. My target for (TSLA) in ten years is $10,000, up 15.7 times from here. With the Volatility Index (VIX) touching $19 this week for the first time in a year, there is very little to do in terms of new trades. However, there is still ever-reliable Tesla (TSLA), which with an implied volatility of an outrageous 78% still offers very high return, low risk trades. That compares to a (SPY) volatility of only 22%. I am therefore buying the Tesla (TSLA) April 2021 $450-$500 in-the-money vertical Bull Call spread at $44.00 or best. Don’t pay more than $47.00 or you’ll be chasing. We’ve just seen a massive $359, or 39.71% pullback in Tesla shares, which for the past 11 years has proven a great entry point. So, we can still put on spectacularly in-the-money call spreads and still make a lot of money. Long-time value investor Ron Baron was recently talking about Tesla, where he has already achieved a 16X gain. His ten-year target is $3,000 and he has reached all-time same conclusions that I have. But that is based on a lower unit production than my $10,000 prediction. He sees total production reaching 20 million units a year (I’m at 25 million). The software is worth more than the car and is worth an $8,000 vehicle upgrade. All the other businesses you get for free, like solar, the power grid, and others we don’t even know about yet. After looking at all the stocks in the market, Tesla still has the highest volatility with the greatest liquidity and therefore offers the best possible short-dated call spread. DO NOT USE MARKET ORDERS UNDER ANY CIRCUMSTANCES. Simply enter your limit order, wait five minutes, and if you don’t get done cancel your order and increase your bid by 20 cents with a second order. This is a bet that Tesla (TSLA) will not trade below $500 by the April 17 option expiration day in 20 trading days. Here are the specific trades you need to execute this position: Buy 2 April 2021 (TSLA) $450 calls at………….........………$203.00 Sell short 2 March 2021 (TSLA) $500 calls at…………........$159.00 Net Cost:……………………..…….……........…..………….….....$44.00 Potential Profit: $50.00 - $44.00 = $6.00 (2 X 100 X $6.00) = $1,200, or 13.63% in 20 trading days. 
See below my most recent research report on Tesla. A New Theory of Tesla, or Why I’m Raising My Target to $10,000 By the time you read this, Tesla should have reported blockbuster Q4 earnings and taken it’s run at $1,000 a share. If not, all of my existing Tesla long call spreads should still expire at their maximum profit points, adding 7% to our already robust 2021 performance. If those lose money, then I’m retiring. Heads, I win, tails, the shorts lose . . . I love this business. I’ve been battling shorts in Tesla for a decade….and you won. Look at the price of Tesla shares today at $900, I have to laugh. For the $3.30 bid/offered spread today amounts to the entire price I paid for the shares after its IPO bombed in 2010. Back then, even Elon Musk gave the company only a 10% chance of surviving. My first Tesla, chassis no 125, was scrapped for parts a long time ago, thanks to a drunk driver in a GM Silverado on Christmas Eve. A lot of people talk about Tesla, but few have completely taken them apart, as I have….twice. Yes, it’s still true that if you buy the stock, you get the car for free, possibly a fleet of them. I set my target at $1,000 a decade ago, which we are now within 10% of reaching. My assumption was that the company would take over a large part of the global car market, about 90 million vehicles a year globally and 17 million in the US alone. Tesla’s own plans have it manufacturing about 20 million units in 2030. Add in an eye-popping $8,000 upgrade for fully autonomous street to street driving, and Tesla should be making tons of money by then. That looks on track to happen and is already reflected in the current share price. But what if there is more to Tesla? A lot more? In fact, after making the rounds in Silicon Valley, it’s clear that there is a lot more than meets the eye. Tesla will become the largest publicly listed company in the world and account for an important share of US GDP. It might even become the world’s first $10 trillion company. Yes, it will even grow larger than Saudi Aramco, which manages the kingdom’s oil riches. The irony is rich. Let’s say that it reaches its ambitious 2030 goal of 20 million units, what else is there? For a start, when Tesla goes solid-state, battery efficiencies will increase 20-fold, costs will drop by 95%, and vehicle ranges will double. This could happen in eight years, or as soon as two. They already have the solid-state batteries. All they need now is to understand economical mass production. The company has already said it is dropping the price of its cars to $25,000 in three years, but much more is possible. Converting the car bodies from aluminum to carbon fiber, which the wheel wells are made of now, will further cut costs, increase ranges, and improve safety. Carbon fiber is five times stronger than steel at one-tenth the weight. To reach that goal, the total Tesla fleet will have grown from 1.5 million units today to 75 million by 2030 and account for one-third of all the cars on the road. Those cars are going to need one heck of a lot of electricity to run. Step in Tesla. The company already has 20,000 superchargers in the US. No place in the country is more than 100 miles away from a supercharger. A Tesla Model 3 with a 100W battery pack driving 20,000 miles a year costs $720 to power at current prices. The entire fleet would cost $54 billion a year to run at a national average price of 12 cents/kWh. Ring the cash register for Tesla….again. Let’s say that rather than paying for electricity at an external charger at some distant shopping mall, you’d rather get the power at home for free. Enter Tesla. Finally, after a decade of waiting, Solar City, a Tesla subsidiary, is manufacturing cost-competitive solar roof tiles, or photovoltaic tiles. With a ten-year head start in silicon and battery technology, there is no reason why Tesla shouldn’t dominate in this industry as it already has with cars. To keep the calculations simple, if 75 million homeowners buy solar roofs at an average of $36,000 each, the gross sales would reach $2.7 trillion. Kaching! To get a quote for your new solar roof, please click here. To get the most out of your solar roof, you really need to buy a couple of 13.5W Tesla Powerwall storage batteries, which would cost $25,000 installed. That way, the solar tiles will charge the batteries during the day, which will then power your house at night. You will become grid-independent forever, as I am. Where do Powerwalls come from? Not the stork. They are recycled batteries from old Tesla cars. That will protect you from soaring electric power costs driven by coming cascading bankruptcies of public utilities around the country, all caused by global warming. You also have your own power supply for the ten days a year the grid is down from wildfires on the west coast, or hurricanes on the east coast. When the neighborhood lights go out, I charge my neighbors a bottle of wine for a cell phone charge. It’s not a bad racket, but I’m getting more than I can drink. Under current law, the federal government will pay for 26% of your cost with alternative energy tax credits. With a new environmentally-oriented president, my bet is that this goes up a lot in the next tax bill, out in a couple of months. Naturally, you are going to want a highspeed WIFI so all of the elements of your integrated solar solution can talk to each other and upgrade whenever they want. So, you’re going to need a Tesla Starlink satellite connection. The system now in beta testing will eventually deliver a 500 megabyte a second WIFI connection anywhere in the world. The global WIFI market is expected to grow to $7.2 trillion by 2022 (click here for the data). Give half of that to Tesla and you get another $3.6 trillion in sales. Oh, and if you want to sign up as a beta tester for Starlink, please click here. Did I mention that Musk also owns a rocket company, Space X, which can launch satellites into space at one-tenth the cost of all competitors? Elon’s goal is to cut costs by 100-fold. Looking at Elon’s big picture as an engineer and a scientist, I am amazed to find so many 10X and 100X improvements going on all at the same time! Add all this together and you might get a market capitalization for Tesla of $10 trillion. Elon Musk would become worth $2.4 trillion. Then he really can afford that trip to Mars. This prompts me to raise my target for Tesla shares to $10,000. That’s not a particularly bold prediction. It’s only 12X the current share price, compared to the 300X gain seen since the IPO. Hey, I got the last 300X right, what’s another 12X? Nobody ever accused me of thinking small. And if Tesla really does become a $10 trillion company, you’d be right to raise antitrust concerns. But as anyone who has done the math on breaking up these big companies can tell you; such a move would double their value. Tesla at $20,000 a share, anyone? And as incredible as it may seem, Elon Musk outlined all of his grand global vision to me personally in great detail when I first met him in 1999 pitching me for an investment in X.com, which later became ****** (PYPL). Then the bright-eyed, fresh-faced overconfident kid was only 27 and worth a mere $10 million. But he had a nice car. A pittance really. I passed, which is why I am still working today. No kidding. 
Tesla’s Solid State Batter Design 
What its Modeled After 
Chassis No. 125….R.I.P. 
My Latest Set of Wheels 
Like-Minded Found in Chicago 
At the Pebble Beach Car Show 
Going All-Electric 
13.5 kWh Powerwall, Enough Juice to Run My House for a Day 
This Lot of 300 Cars in Fremont Gets Filled and Emptied Out Three Times a Day 
Back in 2010, The First Tesla They Had Ever Seen 
[h=3]Buy the Stock and You Get the Car for Free[/h] |
| This is not a solicitation to buy or sell securities The Mad Hedge Fund Trader is not an Investment advisor For full disclosures click here at: http://www.madhedgefundtrader.com/disclosures The "Diary of a Mad Hedge Fund Trader"(TM) and the "Mad Hedge Fund Trader" (TM) are protected by the United States Patent and Trademark Office The "Diary of the Mad Hedge Fund Trader" (C) is protected by the United States Copyright Office Futures trading involves a high degree of risk and may not be s |
One reason I'll most likely stay away from Tesla is I don't like the cars...I test drove one a few years ago and have friends who owned them at some points.
The interior styling IMO isn't great..Too much plastic for me, the car feels cheap and the ride is stiff. Anyone I know who bought one is out now and not shopping another.
Then there's Musk.
Not my thing...the future tech is the only reason to invest in Tesla.
The interior styling IMO isn't great..Too much plastic for me, the car feels cheap and the ride is stiff. Anyone I know who bought one is out now and not shopping another.
Then there's Musk.
Not my thing...the future tech is the only reason to invest in Tesla.
Wouldnt shock me if Tesla dipped below 500 in the next week or so.
Almost all the Primary Dealers are underwater because of the bond yield rise.
There may have to be some forced selling pretty soon.
Rumors are that Credit Suisse has some temporary trouble as well.
Selling begets selling. Viacom today (ok recently) other levered stocks tomorrow.
Tesla stock is as levered up as any other. How else would you go from 70 bucks to 900 bucks in a few months?
Almost all the Primary Dealers are underwater because of the bond yield rise.
There may have to be some forced selling pretty soon.
Rumors are that Credit Suisse has some temporary trouble as well.
Selling begets selling. Viacom today (ok recently) other levered stocks tomorrow.
Tesla stock is as levered up as any other. How else would you go from 70 bucks to 900 bucks in a few months?
https://www.cnbc.com/2021/04/26/tesla-tsla-earnings-q1-2021-.html
Tesla posts record net income of $438 million, revenue surges by 74%
On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.
In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.
Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.
The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.
Tesla posts record net income of $438 million, revenue surges by 74%
- Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.
- In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”
- On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.
On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.
In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.
Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.
The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.
You got to stop falling for these investor behavior manipulating narratives in the media. Tesla has no long term value. At best, for bull case you are looking at the stock touching 900 again for a double top and all downhill from there. The stock is all the way up because of the short sellers and option market. Everything is already priced in. Time to buy has passed. Right now if you buy and if the stock goes up still long term it will come back down. The PE is over 1000! It will slowly come down and will trade below 400. It wont come down fast unless entire market crashes because the derivative market is strong and Tesla is a key premium maker for hedge funds.
