01-03-2023, 09:16 PM | #7503 | |
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01-03-2023, 09:24 PM | #7504 |
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Omg you guys are so boring. Following what the herd says. Tesla isn’t going anywhere. They will benefit from stimulus. The challengers will hit ceilings and Tesla will continue to innovate faster than them. Shorts will be squeezed (again). Added to my position today. It’s a small position less that 2% of my portfolio.
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01-03-2023, 09:28 PM | #7505 | |
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I’m not a hater at all. I’m a buyer under $90 and that’s where I see it going. I follow Gary Black on Twitter |
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01-03-2023, 10:39 PM | #7506 | |
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- F-150 Lightning - Investment onslaught from VW + Toyota + Ford + Stellantis + GM |
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01-03-2023, 11:36 PM | #7507 |
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I read a recent Car and Driver magazine review of the BMW i4. In it, the author wrote that "it makes the Tesla Model 3 and Model S, in particular, look shockingly crude." Ouch!
This has nothing to do with the stock price, of course.
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01-04-2023, 06:19 PM | #7509 | |
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The companies you mentioned can invest all they want, their Achilles heel is that they bean count profits and the costs of parts in these cars is high. Tesla doesn’t do their accounting that way bc they are a Silicon Valley tech company. To truly compete with Tesla they would have to spin off their EV division. |
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01-04-2023, 10:17 PM | #7510 | |
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01-05-2023, 06:58 AM | #7511 |
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I'm sorry but LOL at anyone who genuinely thinks the software and infotainment in a Tesla is good. All these years spent on technology and it is dull, complicated, unintuitive and full of menus. Worse, it does not integrate with something that is the most intuitive and widely used infotainment, our phones.
The basic CarPlay interface is better than Tesla's offering. Let me know how that fares once the full CarPlay ecosystem starts being integrated into the F150. Interior Advantage: All manufacturers > Tesla. Now talk about exterior. You're telling me that the design, er the absence thereof, make the Cybertruck appealing? It's basic as any Soviet era Lada, though consistently basic like the rest of Tesla's offerings. Exterior Advantage: All manufacturers > Tesla. You didn't address any arguments made by Tesla detractors. None of them said Tesla would go away. But to think that Tesla will somehow justify it's astronomical price and continue growing exponentially? C'mon. Talk about living in a dream world. |
01-05-2023, 11:55 AM | #7512 |
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https://www.marketwatch.com/story/fo...ng-01672928931
EV sales more than tripling...and that's just one manufacturer. Sure hope Tesla's non-vehicle innovation continues, recent news seems to be confirming what those of us with common sense are thinking regarding vehicle competition and market share. I'm off my Tesla soapbox. |
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01-05-2023, 12:55 PM | #7513 | |
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I am saying Tesla has survival skills, and I think it can grow from here. The majority opinion seems to be that Tesla can only shrink and possibly collapse from here. I disagree |
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01-05-2023, 12:58 PM | #7514 | |
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Is market share an outcome of competition? |
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01-05-2023, 01:35 PM | #7515 |
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Elon Musk has said multiple times that Tesla is not a car company, it's an energy and innovation company. He knew long ago that other automakers would eventually catch up and that Tesla may eventually not build cars, but rather be a major supplier of the powertrains, batteries, and tech for the other automakers so that Tesla could shift its focus to other "energy" markets.
The unfortunate part to all of this is that Elon has gone off the deep end and has let his ego get the best of him. He's not a personable guy and needs to remove himself large social exposure and basically keep non-tech thoughts to himself.
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01-05-2023, 03:29 PM | #7516 | ||
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I am genuinely curious in understanding the counterpoints to my posts, but at this point I feel like a nagging "basic" GF, who is making "hater" comments. Quote:
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01-05-2023, 04:46 PM | #7517 | |
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Tesla and all the other automakers continue to focus on selling high-end, over-powered, and expensive EVs. It makes no sense to me if you are really trying to make EVs more attainable to the masses. 600hp+ in a street car is just stupid and dangerous, IMO. Most drivers already rarely use the power they have in a 200hp-300hp vehicle and many have trouble controlling the acceleration at WOT. If most EVs weren't AWD, I can only imagine how many wrecks there would be.
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Last edited by XutvJet; 01-05-2023 at 04:56 PM.. |
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01-05-2023, 06:36 PM | #7518 | |
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Is Tesla a good at a good point to enter as a long term investment? I’m skeptic right now, but then again, I have 975 shares of AAPL right now which seems to be getting worse by the day, especially when Wedbush analysis are revising their numbers down. |
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01-09-2023, 10:38 AM | #7519 |
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01-09-2023, 12:20 PM | #7520 | |
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China? Likely not, have a look at BYD and consider the Chinese foreign investing climate. Europe? Ask VW about that. US? Maybe but remember the many billions of dollars that F, GM and STLA are investing. Growth might be possible, but the growth rate will be lower, which will pressure the TSLA's p/e lower. And the little nippers like Rivian and Vinfast, which could turn into big nippers if they execute well. |
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01-10-2023, 11:06 AM | #7522 |
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I’m back in 275@$129.02 AAPL.
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01-10-2023, 03:03 PM | #7523 |
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01-12-2023, 08:50 AM | #7524 |
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If you're listening to CNBC this morning, post CPI release, the sentiment is that the economy is healthy and it's blue skies ahead for the markets. Recession is less likely and one commenter said the burden of proof for a recession is shifting to its proponents. Their sentiment shifts so profoundly just because the CPI drop is in line with economists' expectations.
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