Yeah, basically. I think $275K into Tesla and $25K into Intel would be my conservative play. Less conservative play, $300K into TSLL.
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- Thread starter pmclaine
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With $300k I would pay off my mortgage, buy 1 oz American Eagles and put enough cash in my gun safe to carry me for a year.
But as I look around my homestead today, I need nothing.
good news? for some..
www.foxbusiness.com
US suffering from the second biggest home price correction of the post-WWII era
Macro Trends Advisors founding partner Mitch Roschelle breaks down the U.S.'s historic home price correction.
www.foxbusiness.com
US suffering from the second biggest home price correction of the post-WWII era
Wait until next July. The real bad news reports are always about 6 months behind the actual events. If you think that the basic system will right itself, keep doing the same things that have been correct for 60 years. If you believe paradigms are changing, act in counterintuitive ways. No one gets ahead of the crowd doing the same as everyone else. Fear is the enemy of success.good news? for some..
US suffering from the second biggest home price correction of the post-WWII era
Macro Trends Advisors founding partner Mitch Roschelle breaks down the U.S.'s historic home price correction.US suffering from the second biggest home price correction of the post-WWII era
..... paradigm.......... I like that word. You used it perfectly.
The change having the most impact on the financial worlds are the "Free Government Money" that is being doled out. Not just American money. In Europe government money is paying the utility bills of the citizens, paying for medical care, food and shelter. I think the US Government will continue the flow of Free Money in an effort to "kick the can down the road". There may not be a mid-summer pull back on housing. Inflation will continue through 2023. The "Actor's" will tout the fact that the fictional numbers are showing the inflation rate is lower. The reality is inflation will be higher at the end of 2023 than it is at the end of 2022.
FDIC meeting about global crisis with CCPs. According to this analysis, shits about to hit the fan.
Depending on where you buy, don't forget PROPERTY TAXES! They are killers in some states.
If this guy is on the right track, it sounds like the great reset is on schedule.
Part of me hopes so... but we shouldn't.
Zach said on the Q3 earnings call that "we have begun to smooth the regional builds throughout the quarter to reduce our peak needs for outbound logistics. This means that you (WS) should expect a gap between production and deliveries in Q4, and cars in transit will be delivered shortly in Q1."
Is this a bad omen for the market.... Across the board ?
www.marketwatch.com
Tesla stock wipes out three-day bounce, falls to lowest price in more than 2 years
Tesla stock falls to fresh lows after disappointing deliveries data, to knock the EV maker down to 15th on list of most valuable S&P 500 index companies.
www.marketwatch.com
The only mega cap stock I see as a whole market barometer is Berkshire, and even it has many strengths and weaknesses that do/don’t reveal market performance.Is this a bad omen for the market.... Across the board ?
Tesla stock wipes out three-day bounce, falls to lowest price in more than 2 years
Tesla stock falls to fresh lows after disappointing deliveries data, to knock the EV maker down to 15th on list of most valuable S&P 500 index companies.
I see Tesla continuing to live the reality of its overactive media exposure with reactionary trades as a result. Its volatility is incredible, and along with its (in my opinion) meme stock status are the biggest reasons I have not bought into it to date.
Full disclosure: I’m a conservative and risk adverse investor, and just a knuckle dragger in professional life. My posts are worth exactly what you paid for them.
(Hagerty) Intake: Based on information from the Korea Free Trade Commission, South Korea’s antitrust regulator said it would impose a 2.85 billion won ($2.2 million) fine on Tesla for failing to tell its customers about the shorter driving range of its electric vehicles in low temperatures, according to Reuters. The KFTC said the “driving ranges of its cars on a single charge, their fuel cost-effectiveness compared to gasoline vehicles as well as the performance of its Superchargers” had been exaggerated.
I suspect Tesla is seeing what happens when a darling of the "LEFT" gets vilified for becoming "RIGHT". How much of this is "business" related and how much is targeted by the "elites", whatever.
My property taxes now are about what my mortgage was back when I had one.
You think you "own" something but nope, you're just renting it from the government and assuming all the risk.
To the extent that this is a matter of fickle retail investors who are politically motivated, it's an example of live by the sword, die by the sword. But it's actually much bigger than that - there are weaknesses internal to the company and threats presented by a degrading macroeconomic environment.
I have feeling that Tesla will be the darling and stepchild of news media for the foreseeable future. My investment thesis doesn’t end in 2026 or 2030 so I’m in for the ride. I’m not sure at what point do I start to divest from Tesla.
Tesla stock had kind of rocketed up to the stratosphere based on a lot of exuberance and very excited folks.
Opinion on Tesla....... They will continue to lose market share as competitors ramp up EV production. Their interiors are garbage comparatively and they would be dead last on dependability if they offered the interior comforts IC producers have. Elon is losing his spot as the eco peeps darling. If he keeps selling his stock that will run the price down more. The one thing they really have going for them is their charging network. In 3 years that will change drastically. I suppose the other thing going for them as they are king of EVs right now. As we all know the markets arent determined by profits, their future is very muddled though. Am sure some decent rebounds in the next couple years as peoples retirements keep pumping money into them.
My play all or nothing would be Amazon. AWS division alone is worth more than their stock valuation today. I just feel Tesla is a tricky bet. But I would never risk a high percentage of portfolio on one sector though.
No concerns; EV market is going to exponentially grow and Tesla will easily maintain 15%-20% of the pie.
"GM is helping accelerate infrastructure growth by working alongside EVgo to make available more than 2,700 fast-charging stations by the end of 2025." 40,000 to align with their 2035 goal? I guess the competition is coming
If you have not sit inside of one I suggest you ride before you buy. Their interiors don't compare to any of the other makers. I have a customer that is building charging stations all over the east coast at gas stations. I am getting information about tesla issues weekly from my liberal operated home page. They are slowly cranking up the propaganda against em. Another good barometer will be if the funds stop throwing our retirement dollars at them.
"GM is helping accelerate infrastructure growth by working alongside EVgo to make available more than 2,700 fast-charging stations by the end of 2025." 40,000 to align with their 2035 goal? I guess the competition is coming
I like Tesla, but you’ve got blinders on. The heavy competition is coming.
Okay; once you have better proof of competition and how Tesla looses double automotive margins or 15-20% of market share, I'll care more.
More proof? No stopping time. Big 3 are coming for the market share, maybe not today, but in the next two-four years I see Tesla losing a bunch of their market share to cheaper EV’s that can be bought in person on a lot. That’s just American companies. I’m already seeing more and more other brands of EV from the foreigners on the road too.
Just my thoughts. We can bring this back up in 2025 and see who is where.
Cheaper? They can't even turn a profit right now... but in 2025 they will be there undercutting Tesla. Then again, they will need to sell 2-4x of those vehicles for each one Tesla sells.
As I said, we can come back to this in 2025. That 66% drop since September has been pretty nice.Cheaper? They can't even turn a profit right now... but in 2025 they will be there undercutting Tesla. Then again, they will need to sell 2-4x of those vehicles for each one Tesla sells.
Also all the big European luxury car makers are essentially being forced to go all in on EVs thanks to the laws.
Mercedes has some really nice EVs that far outpace the Teslas in comfort and luxury.
(Software bugs are a whole different thing everybody is starting to run into).
I think they have the charging network and battery tech they lead on. He is surely out of favor with the left.
Tesla’s energy division will surpass the automotive in the future. Wall Street currently ignores all segments but automotive. Lathrop will likely hit capacity by YE’23; boosting revenues by ~$20B. This factory is easy to replicate with quick buildout. The second largest competitor is aiming for 6GWH by 2025 (I believe). Lathrop will likely do 40GWH by year end. This one of many reasons why I say there is a disconnect and am happily buying this overpriced automotive company who will lose market share.
Euro numbers out.
Euro numbers out.
can you start a church, donate it all to the church, and you can become a pastor to a flock of 0?
donate your land to a conservationist group (your own) and become the care taker for said land?
But, but, but........ It still "just a battery" that will go dead if it's not charged.
There's a lot of benefit to "load leveling" the grid, even with nuclear or fossil fuels. The question is whether that is the best use of uncommon raw materials. Even Gary put a big "if" in his claim.
Each of those packs contains enough cell capacity for nearly 80 standard Model 3s. So do you want to build a $2M pack or $3.5M in autos? I don't know what carries more margin and I'm not alone.
We will see if Tesla builds a 600mw, natural gas fired power plant next to their battery plant so they can ship out a fully charged battery.
Then they can sell off the excess power from their power plant to charge all those EV's sitting at a charging station....
A "Win - Win" combination.
What is "cell capacity" ? Is that the same as saying one of those shipping container batteries will fully charge 80 EV's ?
What do the Law's of Physic's say about converting energy from one form to another ?
What is an "acceptable" temperature for an EV battery being charged ? What about a hot charging cable from the wall outlet ?
Theoretically, auto bidder will be a reoccurring business model for their energy systems so while automotive has higher margins as of today, energy business will have higher margins as time goes on.
Tesla filed for a new Trademark.
Also it would be pretty cool if you guys posted regularly about your favorite stock(s).
NVM. How is this possible, lol.
www.bloomberg.com
Also it would be pretty cool if you guys posted regularly about your favorite stock(s).
NVM. How is this possible, lol.
Tesla Fan Filed Boat, Jet Trademark Without Company’s Knowledge
www.bloomberg.com
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HD did me well in my early years. I specifically remember my mom asking me if I wanted the Blue or Red Pokémon game for gameboy or if I wanted to use the money to buy HD stock. I bought HD a good portion of the time.
So let's do some critical thinking and run the math on this. Let's say that such a pack is able to exploit an arbitrage opportunity by charging at off-peak hours and discharging during peak demand. In my area, peak rates are $0.212/kWh during the summer and off-peak is $0.162/kWh (non-summer months are a flat $0.162). So a 3.8 MWh pack with 90% depth of discharge manages to save a total of $171 with each change cycle. If the pack life is 5000 cycles, then we're looking at $855,000 of value.
The math gets more complex but potentially more advantageous for commercial and industrial customers who are subject to peak demand charges, but I'm struggling to see how this translates to a hugely profitable business. I look forward to a Twitter rando making a different claim, though. Gotta keep clapping or Tinkerbell dies.
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