does that include the new vehicle sales to the state that are then parked for good in their EV graveyards?
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Old news. Elon was in China and worked everything out. TSLA is no longer on the bad list.
I pledge allegiance to the flag of the people’s republic of China and to the communist for which it stands…….
TSLA does poorly in China = you complain
TSLA does well in China = you complain
Hmm.....I think I see a pattern here. LOL!
Elon is a citizen of South Africa, Canada, and the USA. In 2019 he was offered permanent residency status by the Chinese premier. He knows no allegiance except to himself.
Tesla insiders selling before 8/8?
www.cnbc.com
Tesla Chairwoman Robyn Denholm has sold over $50 million worth of stock in 2024
Robyn Denholm, who joined Tesla's board a decade ago, sold $17.3 million in stock, according to a filing, bringing her total sales this year past $50 million.
A believer.... LOL.Tesla insiders selling before 8/8?
Tesla Chairwoman Robyn Denholm has sold over $50 million worth of stock in 2024
Robyn Denholm, who joined Tesla's board a decade ago, sold $17.3 million in stock, according to a filing, bringing her total sales this year past $50 million.
I know you are tom foolin, but the month over month drops suggests this is more then just a naughty list issue. Just as Elon warned, the chinese auto makers are ascending towards domination.......In china at least.
Was toying with the idea of buying some BYDDY(OTC). Or maybe Li, or Nio.
TSLA needs to start earning FSD revenue in the worst way.
What's your CB on DIS? If it dips a bit, I may jump back in or do leap calls. I'm eyeing SBUX for a bottom feeder play. Boeing as well.
$139ish.
Fast Money crew thought it had a little bit more downside here, perhaps fill that gap after it reported 1st qtr earnings in feb, but that would likely be a good entry point.
MS kept it overweight post earnings with a $135 PT.
I didn't add when it was way down, I'll probably take the opportunity here though.
MS with a buy rating on RIVN. Apparently there is an Apple/Rivian collaboration rumor out there.
General idea was the data Rivian is collecting has value that Apple, on it's own, can not replicate.
Down 7% at the moment in pretrading, my CB here is embarrassing, been waiting for something that looks like a bottom to add, I think this is showing signs of that, ie currently trading above lows after last qtr's earnings, but we shall see, 1 year and 5 year charts still say falling knife.
General idea was the data Rivian is collecting has value that Apple, on it's own, can not replicate.
Down 7% at the moment in pretrading, my CB here is embarrassing, been waiting for something that looks like a bottom to add, I think this is showing signs of that, ie currently trading above lows after last qtr's earnings, but we shall see, 1 year and 5 year charts still say falling knife.
As an extension of the above, the MS analyst was pondering if and when the legacies get credit for the data their vehicles are collecting. Yes no where near TSLA level data at this point, but data nonetheless and if autonomous is in our future, then that data has value. Thinks that could be the driver to multiple expansion for, what I believe is, the lowest multiple's in the market.
Saw a CNBC clip talking about how RIVN can partner with AAPL on AI and advance their self-driving capabilities. Sounds logical. Apple'fying the R2 would be pretty awesome.
I may have to buy this dip. I think Dec 2026 calls are now available?
After a big expected jump in Q2, energy expected to be flat into Q3-4.Huge earnings season so far and Q2 will be even better. HC, Energy, and Materials start to lap better comps, instead of the COVID crazy years:
Health care looks great from here on out.
Materials lag, but then gain steam in the 2nd half.
They are, but I only see strikes up to $20.
Pretty hefty premium. That far out on the timeline I'd rather be farther out of the money.
I see $20 calls for $3.35'ish, which isn't too bad, especially since it will drop a bit today. Leaps are probably a good way to take a swing at a turnaround without risking too much money. Start small and then add if it dips more.
Thinking about Leaps for SBUX and BA as well.
I mentioned i was buying some RIVN (100% a gamble, zero actual knowledge, I think their cars look cool)
First purchase was 2/22 at 11.39/share. Bought a little more at 10.23 and then 9.44. I made my final stand (the Alamo) at 8.50/share and doubled my total share amount.
I just got back to breakeven this week.... only to watch it tumble 9% today.
I just bought more at 9.50... i'm an addict
I just can’t invest in the company. The business model has a major flaw that may eventually impact the company. The flaw is that the drivers aren’t really earning reasonable pay when you factor in car repairs, gas and depreciation. The IRS has estimated that the cost per mile for driving the average car is 67 cents. Repairs, depreciation and gas takes a huge chunk out of their “real” earnings. I feel that in the long term, ride share companies will have to pay a higher rate to their drivers.
Another job I don’t understand is food delivery. My son delivered food for an Italian restaurant. I calculated that he essentially made close to nothing after factoring in all auto costs…. and his one car fender bender in the restaurant’s parking lot resulted in him earning less than zero.
One big threat to UBER is when/if TSLA ever gets full-self driving operational. Robo-taxis will kill UBER unless there is a partnership.
I'm still in it for a double, and it's my largest position, so I won't be adding, but I'm thinking the long term trajectory is still profitable, it's rev's keep growing(13ish% yoy), and they are fairly cheap(less then 4x) on that metric.
The question there is, which one of those two wants to own, charge, insure, and maintain, a whole fleet of robo taxis?
And my highly insightful answer to that is.....I have no freaking idea. :)
Exactly my answer. I can see Tesla doing it themselves or companies popping up to do so. As an individual I’m not so sure. I own a Tesla but I can’t imagine I’d want to send it out as a driverless Uber when I’m not using it. Now, if I could buy one (likely an extra vehicle) for the proposed $25k, charging is already free at home, let Tesla throw in subsidized or free charging when being used as a robotaxi and if they provide the car insurance at a reasonable rate, I could see considering it. Wouldn’t take too much in the way of renting it out to cover costs that way. Many more what if’s to work through.
I fully expect Uber’s platform would be open to robo-taxis, although I still don’t understand if Tesla or individuals/companies are buying the cars. Also, robo-taxis are years away from being able to fully navigate cities and local areas - which are obviously the centers of taxi activity.
I don’t think anyone would want to give Uber a cut when they don’t have to. Tesla has its own platform for this. They have said they will sell robotaxis directly to the public and operate them themselves if needed. Robo-taxis are about ready now to operate in cities. Waymo is doing it but have remote operators available as a backup.
I was just thinking about the logistics of doing this personally and I’d definitely want the option of limiting where my car could go. Keeping it local/within cities would be necessary.
Im just following Josh Browns lead there.
NRG, after a rough start, is a good one of mine. Fantastic looking one year chart. Up 150% over that time frame.
By the way, is NRG a utility or energy company? I see it described both ways. LOL!
Our national energy grid will need to be continually upgraded and expanded to serve new and growing demands (AI, EVs, etc.). Looking into the construction and equipment side of this vs the power companies themselves....
I always thought it was a utility, and ETrades list it as such.
Electricity production is their main business.
They do sell nat gas to consumers, but I'm not sure if they are part of the extraction process, which I believe is the difference.
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