Tesla earnings will dominate everything today

"Ash78, voting early and often" (ash78) 01/30/2020 at 10:19 • Filed to: None

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!!! UNKNOWN CONTENT TYPE !!!

I’m honestly happy for them, despite my skeptical disdain for Musk ( as an executive, at least). But the higher their stock gets, the lower the chance of Toyota — or anyone else — buying them. Which I think is the correct long-term option for society as a whole.

412GTI > Ash78, voting early and often 01/30/2020 at 10:43

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Avoid Twitter today: Check!

I seriously do want Tesla to do well, why shouldn’t we root for an American company..but my god do the fanboys make it difficult at times. 

For Sweden > Ash78, voting early and often 01/30/2020 at 10:51

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Where is the semi Elon

someassemblyrequired > For Sweden 01/30/2020 at 10:59

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Pretty sure the semi-Elon owns Amazon

I like cars: Jim Spanfeller is one ugly motherfucker > 412GTI 01/30/2020 at 11:18

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avoid twitter *always

MasterMario - Keeper of the V8s > For Sweden 01/30/2020 at 11:26

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Punctuation, my man

semi elon

semi, elon

Arch Duke Maxyenko, Shit Talk Extraordinaire > For Sweden 01/30/2020 at 11:30

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It’s on the grassy knoll next to the jet fuel 

SBA Thanks You For All The Fish > For Sweden 01/30/2020 at 11:33

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I think, buried in the verbiage yesterday, was the tidbit that “the math doesn’t really work” on the Semi, as predicted. Musk mumbled something about ‘all the batteries’ it would take, and soft-sold the intro date.

I think it finally dawned on them just how many batteries it was going to take to cash the check Musk wrote on this one...

SBA Thanks You For All The Fish > Ash78, voting early and often 01/30/2020 at 11:36

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Yeah, I clearly don’t “get” it. Also in the “monster good news” were these tidbits:

1) Unit sales to North America shrunk
2) Overall revenue growth was only 2% over year-prior
3) Margins are nowhere near what were projected, and got incrementally worse
4) Full-year? Still losing roughly a billion per year

5) And, by the way, in 2020 they’ll ship (finally) the 500K shipments originally planned in 2017 for 2018.

And the market it loved it all.  Go figger.

412GTI > I like cars: Jim Spanfeller is one ugly motherfucker 01/30/2020 at 12:01

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also not wrong!! 

facw > SBA Thanks You For All The Fish 01/30/2020 at 12:41

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I think the market expected it to be worse. So if you’ve already priced for very bad news, getting just regular bad news is good news.

Of course I have my doubts Tesla is really priced right for very bad news, but that’s a different argument.

benn454 > SBA Thanks You For All The Fish 01/30/2020 at 12:49

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 Never underestimate a cult of personality. 

SBA Thanks You For All The Fish > facw 01/30/2020 at 12:52

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Wow. Yeah. That’s a great point.

Basically they made good on the promises originally projected for 2017... Praise The Lord!  They finally hit a number when the market figured they were due for an “Elon Quarter” and the market loved it.

SBA Thanks You For All The Fish > benn454 01/30/2020 at 12:53

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Yeah.  I’ve stopped actually trying to guess what they’ll do next.  It’s only entertainment at this point.

His Stigness > Ash78, voting early and often 01/30/2020 at 17:52

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Then there’s gold like this  https://www.reddit.com/r/wallstreetbets/comments/ew3tmt/im_only_going_to_say_this_once_stop_shorting_tsla/