Tesla’s trillion dollar valuation is fast approaching

hanera · February 14, 2021, 7:05am

Get your gene edited

I am thinking likewise but didn’t want to say. He works too hard.

mcp · February 15, 2021, 9:32pm

manch · February 17, 2021, 9:26pm

QS up 31% today.

girlykick · February 17, 2021, 11:49pm

gosh darnnit! I shouldn’t have waited! Either way, I have no money to invest right now (due to house purchase) so it is a moot point.

manch · February 17, 2021, 11:51pm

I put a little bit of money into some EV stocks: QS, SBE (thanks @girlykick for introduction) and ACTC.

hanera · February 18, 2021, 2:07am

@manch is running a single client hedge fund

manch · February 19, 2021, 5:14am

manch · February 19, 2021, 9:37pm

Uh oh. Elon’s at it again. Have you guys loaded up on bitcoins yet?

manch · February 20, 2021, 9:23pm

Payday for @Zeapelido

manch · February 20, 2021, 10:20pm

ALL are based in Bay Area.

Zeapelido · February 20, 2021, 10:44pm

I’ll be exiting soon. Maybe Monday. I don’t mind leaving some on the table - but a likely 5-6x in a month is a good get. The valuation will be stupid and not sustainable.

Zeapelido · February 20, 2021, 10:46pm

The problem is all their future revenues projections overlap customers! Someone may win but others will fail, failure in aggregate.

Maybe I should buy some puts on each. Net result should be a decent profit, especially if Tesla starts showing impressive computer vision performance without Lidar.

manch · February 20, 2021, 10:51pm

Tesla’s insistence on no lidar is mostly a cost issue. They are signing up for a much tougher technical problem in exchange. Even if their FSD is a smashing success, a big if, all the other car firms still need to use lidar.

Field is crowded for sure. There is space for maybe two lidar firms, not 5.

Jil · February 20, 2021, 10:52pm

Which one TSLA? Why now after 13% corrected? Not a right time (IMO). You should have exited at $880 when it is peaked. Now, it will turn upside (after reaching bottom). This is the time to buy TSLA (13% dipped) or AAPL (10% dipped) if there is a dip on Monday !

BTW: This is discussion purpose, do not depend on these statements.

hanera · February 20, 2021, 11:02pm

So long they are EV-related, BUY!

If their businesses are struggling, hedge funds would pile into short, BUY MORE!

Buy almost any counters will WIN, which one is the best bang for the buck?

manch · February 20, 2021, 11:20pm

manch · February 20, 2021, 11:29pm

manch · February 20, 2021, 11:32pm

I lifted the above two charts from this article. Semiconductors and software are eating the car industry. Traditional car firms like GM and Ford are going to be just dumb assemblers like Dell and HP for PC’s. Most of the value will be captured by Silicon Valley, be it semiconductors or software.

mcp · February 20, 2021, 11:52pm

my BFLY, GEVO covered calls expired yesterday. planned to buy 100 tesla on monday.

wuqijun · February 21, 2021, 10:08am

I added about 200 shares of Tsla is month. Doesn’t make a difference. Only 1% of my entire holding. Too expensive already. Oh well.