Originally posted by Zaphod
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I think the only way that happens is if Tesla solves autonomy and does everything else it needs to do. Aapl is 10x from here but this would get that and possibly more.
I think if Tesla continues to dominate ev sales, evolve improved and mass produced battery tech, gets into mass energy storage and distribution, we’ll get some multiple in the future but not to where aapl is now.
The question is who will reach some sort of mass autonomy driving first and if regulations will allow it. Tech keeps evolving faster and faster so I think it’ll happen in our lifetime, but more 10-20 years than anytime soon for full autonomy. Limited autonomy routes like the geofenced ones or for trucking routes will probably be much sooner than that.
Around 60 years ago we started launching people into space. Now we have reusable rockets that land themselves on a ship in the middle of an ocean. Around 50 years ago we had our first cell phone that weighed 2kg. Now phones fit in our pocket and have the ability to access any amount of information. Any number of things now used to be science fiction in the not too distant past. Are self driving cars that big of a jump?
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Well TSLA just crossed a mental milestone of $1k for the first time. I highly doubt it'll stay there at the end of the week but crazier things have happened and it's some crazy times.
With playing options, I was forced to sell shares to realize gains in my roth. I'll try to wheel the shares back but might not be able to if it keeps going up. My target is getting at least 2% a month or 24% annually in premium to stay in TSLA. If I can't get that then I'll get some leaps and a small amount of shares for continued exposure and switch back to index funds unless I see another opportunity.
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Originally posted by Nysoz View PostWell TSLA just crossed a mental milestone of $1k for the first time. I highly doubt it'll stay there at the end of the week but crazier things have happened and it's some crazy times.
With playing options, I was forced to sell shares to realize gains in my roth. I'll try to wheel the shares back but might not be able to if it keeps going up. My target is getting at least 2% a month or 24% annually in premium to stay in TSLA. If I can't get that then I'll get some leaps and a small amount of shares for continued exposure and switch back to index funds unless I see another opportunity.
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Originally posted by Tim View Post
Are you selling covered calls? That is a much lower risk strategy than pure options plays.
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Originally posted by StarTrekDoc View PostCovered calls does not equal more aggressive in my mind.But then again, this is TSLA
On that note - our Model Y is VERY nice. you're welcome you TSLA investors
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Originally posted by StarTrekDoc View PostCan't drive stocks.
We have Model 3 - RWD long range. Model Y is essentially that in crossover body and AWD. The rearview is more limited definitely but the space is insane in second row and trunk space. Love it for the family.
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Among other things, Tesla said it achieved range improvements by reducing the mass of the vehicle by using lighter weight materials in its battery pack and drive units.
Typically this would be a marketing move to move available inventory the last two weeks and position for the summer volumes anticipated.
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It'll be interesting to see the margins during the next earnings. It's hard to say if the price cut is a response to all other car companies' dealer/manufacturers incentives or due to improvements in battery costs and efficiencies or getting rid of existing inventory before announcing the cars with the 1M mile battery. Rumors are profit margins are 39% from the shanghai made model 3, doubtful but possible.
Any thoughts about possible S&P inclusion? If Tesla has a profitable quarter in Q2 or Q3 they become eligible and can be possibly voted in. Probably one of the biggest companies to be included in recent history. I know there's studies suggesting that there's no significant change for most companies but yesterday a few companies were to be added and they went up 5% or so. Q2 will be difficult with factory shutdowns and decreased deliveries, but it depends on shanghai margins, regulatory credits, and FSD deferred revenue. There may be a small amount of financial manipulation depending on what they want with the FSD deferred revenue (was around $600M set aside and it's basically up to them how much they want to realize as more features of FSD materialize). Also I hope to see energy storage continue to scale.
If Tesla gets added, they'll make up around 0.7% of the S&P by market cap. I couldn't find how much money is invested the S&P but I know it's a significant amount. Fidelity, Vanguard, Schwab, SPY are the top 4 S&P funds I found and they collectively hold $1T in their respective S&P indexes.
In essence does that mean the companies that have the indexes have to basically buy shares on the open market or is there a more refined way of adding the company to the index like buying from institutions?
185M shares, 20.5% held by insiders, 147M float, 57.9% held by institutions. 16M shares short or 10.8% short% of float from yahoo.
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