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Also, Gigi Shanghai is at max capacity producing the most cars ever. New records being set after the upgrades.
Transporter ships constantly docking to service global demand export push.
So disagree for Q4. Tesla are going all out for new record turnover.
Wrong.
China in slowdown, but still has a lot of new middle class looking for premium products and brand status. and the price reduction just put more cars into the new government incentive scheme. So, some Chinese start buying Tesla again. There is a renewed order surge occurring.
Nah, I see this resession and high interest rates taking it's toll for now. Add to that China slowdown.
Do you think Q4 deliveries could be mega, like Tesla said in the earning call?
Just seen the vid showing Nightshift loading of ships in Shanghai, i think that is new.
Amazing Shanghai production rates after the latest upgrades to lines. Go Tesla.
Funds take their time selecting, it just doesn't happen immediately because of an Investment grade. 2023 should see 12 months of some new fund investments.
Starlink is the future moneymaker, and Elon could easily go public with say 20%, have 20% private investors, and 60% SpaceX. This would give Space X loads more cash to pay for further expansion and Mars. Let Tesla shareholders have the chance to buy into Starlink.
I bloody hope it is soon back to $300.
With Tesla now having investment grade rating more funds hopefully will buy in.
But being first person on the moon will bring some hype.
I think you would need to run some analysis on the financials to make that that assessment. It might be a rich person's vanity project.
These space companies burn through cash and don't seem to make any money.
Quite agree Strike,Zelensky is just another oligarch like the rest of them ,Pandora Papers Reveal Offshore Holdings of Zelensky and co and I imagine he's skimming off the top as we speak.
"When Starship gets sorted. The massive payloads it will be able to launch into space will provide millions $ of turnover.
it would be nice to have a few shares there.
"
Exactly my thoughts too regarding acquiring shares in Starlink. I think Elon would merge Starlink with Tesla at some point or Tesla holders acquire shares in Starlink. I'm sure he will use Twitter to share all such ideas. Hedge funds shorting Tesla would run for the hills on any such posts on Twitter.
You can easily guage the Ukraine's response to Elon. Ukraine pretends to be the nicest one than Russia but the reality is that their mentality is just same as Putin except that they could not invade Russia as they are a smaller country. It is us West are the fools supporting Ukraine and destroying our economies.
Ukraine dont seem to be grateful for what Musk is doing from them though Billy,just negatives towards him from Ukraine and no mention of his charity in paying out 20 million a month to help them out.
Just watched Dave Lee explanation of Elons batteries production target.
The IRA incentives for US battery production are massive.
and could push vehicle profit margins to 40-50%. Wow.
That is Space X, but given the chance . Who wouldn't buy some shares in that company.
When Starship gets sorted. The massive payloads it will be able to launch into space will provide millions $ of turnover.
it would be nice to have a few shares there.
Musk previously tweeted that SpaceX is losing "approximately $20 million a month from unpaid service and costs related to security measures for cyberwar defense".
Gulp!
What worries is Elon's social media announcements that hurts the sentiment of Tesla investors but again things like Twitter are his own business and not related to Tesla. Tesla as such is doing very well and we just need to hope that all big investors also see it that way. Tesla is miles away from the competitors. With oil prices set to stay high for next few years, there will be more EV sales! With semi truck also being produced from next year and another economic model of released then EV market will be dominated by Tesla for years to come. But always need to keep any eye on the macro situation. I think the current slide in the price is minor blip. By November, price could be back to 300 again! I sold at 290 and started buying at various prices from 275 to all the way down to 211. I will be buying more at these prices. Currently hold close to just 100 shares.
Agreed Strike.
I do not have a lot of spare cash, but i have managed to add 10 more shares over the last 5 days.
2023 just looks too promising, and lots of catalysts for TESLA to continue growth.
True Billy, the numbers are good but nowadays market just need a reason to take the stock down for supporting their shorts.
I could find only one article that had a positive headline about Tesla Q3 numbers -
https://www.nasdaq.com/articles/tesla-inc.-q3-profit-increases-beats-estimates
Tesla Q3 profits increased YoY and is now getting ready with the delivery of semi truck from next year!
Energy business is making money.
I'm slowly adding as the current price is at $600 in old money! Way too undervalued!
Earning results from last night.
Superb growth and yet still Wall street, focuses and knock Tesla for $0.5 Billion miss to their estimates for Q3.
Ignore the FUD, YoY growth continues, with high margins and Cash pile growth by $3 Billion.
$21.4 Billion sales is YoY +56% for Q3.
Go Tesla. Great work for all Gigi factories and the teams.
S&P raises TESLA investment grading to BBB.
We just need companies like Moodys and Fitch to do the same.
Events are coming together for 2023.
Tesla advise first Sales to Pepsi in December.
So production line starts, and 4680 batteries ramp must be going ok.
Go Tesla!.
There is a very large disconnect between current profitability and growth to the present SP price, due to world macros.
Nobody knows how long this SP floundering will continue, could be a few months yet. Lets hope 2023 changes everything.
I think this SP is bargain price due to general market being down. It will soon fly. This company must be the most ambitious and successful I have ever seen in recent years!
Agree Dog. It was primarily a recruitment advert for Engineers to come to TESLA, and work on transformation new technologies and product development.
I think i was more astounded by the Dojo chip than at the first AI day.It is so impressive. Designed and built by Tesla staff because nothing in the marketplace met their requirements for Superfast computations. Possibly that is why yesterday, there was a couple of reports circulated that Google are sniffing around Tesla for a link up. I think they see future competition for their AWS cloud services. Tesla Exapod processing power could make $M in the future. Amazing stuff. IMHO.