Boiler Room: The Official Stock Market Discussion

[lib123]

That seeking alpha article doesn't mention Tesla's 4680 battery cell, which reduce battery cost massively for Tesla. Also, omits that Tesla is dominating in China despite massive ev competition. Once Berlin is up in Spring '21 the same will be true in Europe. Also, the article claimed GM is a leader in autonomy with Cruise even though cruise uses geofencing . Article could have questioned the stock price, that's fair, but the points raised were weak.

Elon's email just highlights that he and the company understands they must execute well and continue to come up with innovative ideas and tech (like their new battery technology).

There’s nothing to suggest Tesla will be dominating China, a country that overwhelmingly favors local and European brands rolling out EVs en masse and Tesla’s European market share is dropping like a rock. Points raised are the reality. Tesla’s valuation derives from unproven speculation.

Tesla’s Market Share Is Sliding In China And Has Cratered In Europe

Elon’s e-mail highlights how fragile the valuation is. Tesla is eeking out a profit without any major competition. Profit margins will collapse as more and more competition enters the marketplace.

 

[Scholar]

There’s nothing to suggest Tesla will be dominating China, a country that overwhelmingly favors local and European brands rolling out EVs en masse and Tesla’s European market share is dropping like a rock. Points raised are the reality. Tesla’s valuation derives from unproven speculation.

Tesla’s Market Share Is Sliding In China And Has Cratered In Europe

Elon’s e-mail highlights how fragile the valuation is. Tesla is eeking out a profit without any major competition. Profit margins will collapse as more and more competition enters the marketplace.

I've addressed those points in prior posts. Let's see in one year where things fall

In the mean time ill enjoy this money pilling up

 

[NoMorePie]

BLACKBERRY.

 

[Scholar]

There’s nothing to suggest Tesla will be dominating China, a country that overwhelmingly favors local and European brands rolling out EVs en masse and Tesla’s European market share is dropping like a rock. Points raised are the reality. Tesla’s valuation derives from unproven speculation.

Tesla’s Market Share Is Sliding In China And Has Cratered In Europe

Elon’s e-mail highlights how fragile the valuation is. Tesla is eeking out a profit without any major competition. Profit margins will collapse as more and more competition enters the marketplace.

You know what never mind
Please tell me again how China doesn't mess with iPhones .
Tesla share isn't dropping in Europe. Atm they can only get cars to Europe in the 2nd month of the quarter because they have to ship them there. They will be a dominate player in Europe. Thinking otherwise is foolish. China has literally shown us what will happen. Also, VW literally just realized a plan, Mission T, to finally take EVs seriously. Will take them to at least 2024 to catch up to Tesla. But Tesla isn't stopping as we said Tesla's cost are coming down due to battery tech and other innovations. The competition may come but they are far too late to the party. Where are they going to get enough batteries to produce on Tesla's scale?


How's the speculation unproven. They are literally growing exponentially . They are leading the autonomy race with custom code and chips. FSD revenue is going to be massive compared to car rev. How will other auto companies capture that revenue? They literally do not have the tech. Mercedes just gave up in November because they know they can't achieve it. Tesla's margin will grow. If they wanted to troll they could just out price the comp......wait......2023........Model 2.... 25K car........... Competition can't get close to that price point with a comparable product


Please respond to these points and buy some puts.

 

[ahomeplateslugger]

got in HEXO for the cannabis bill play.

Probably dumping Slack. Half cash and half Salesforce shares and I only got up to 30 shares before this happened. Only a $500 gain for 3 months.

isn't it too late now? unless you sold before it became official?

 

[FabTrey]

@Serious

for LMND -

I'm just holding strong. I'll only buy if it dips below $50. but you can start the position now and build it up.

 

[morris]

 

[FabTrey]

yea, i'm sitting on 50 shares, goal to get up to at least 200



breh, how much did you lose? this shyt is kind of coasting along/accumulating, and i feel it'll explode in a couple months. i'm 4k down on it, but not even tripping

$4400

basically took 40% loss. at one point i had 20k of ABIO, but fortunately i sold half before it went below 5.50. so overall i prolly lost around 7k. this is my first major loss.


and i really don't care if it explodes. it probably will in next 2-3 months. i would rather take a loss and buy something i like. i'll build my BTC position from now on.

 

[Da Jungles]

Man my little self made portfolio just got shytted on

What do you have in their?

 

[dora_da_destroyer]

still so sick i sold COUP back in July thinking their share price wasn't sustainable

 

[NatiboyB]

What do you have in their?

SBE
PLTR
NIO
LCA
APXT
IDEX
IPOB

You can tell this is the one I use for my plays. I'm waiting on these spots to either merge or increase to a certain point so I can sell out. But every last one of them were down today. At least I got out of UAVS. I'm going to likely move PLTR, NIO, and SBE into my long term portfolio.

 

[humminbird]

did a slack call last week
then I did a Pfizer call this week

I'm buying salesforce on the dip tomorrow as well

 

[FabTrey]

decided not to add SBE yet. i'm gonna wait till it drops till $20.

 

[Saysumthinfunnymike]

SBE
PLTR
NIO
LCA
APXT
IDEX
IPOB

You can tell this is the one I use for my plays. I'm waiting on these spots to either merge or increase to a certain point so I can sell out. But every last one of them were down today.

Most of these ran up A LOT over the past week or two. That's what happens, they have a sharp sell off at times because they ran up so much. You have to trim your positions and take profits while also keeping some shares for the long term.

 

[NatiboyB]

Most of these ran up A LOT over the past week or two. That's what happens, they have a sharp sell off at times because they ran up so much. You have to trim your positions and take profits while also keeping some shares for the long term.

exactly. Thats also why I'm not sweating it I did take profit on nio and sbe. But I didn't do anything with PLTR and the others. Hopefully they get to rolling again.