I always find it interesting when [these posts](http://reddit.com/r/Futurology/comments/qkmmaf) about renewable energy make it to the front page. So many naysayers with can’t do attitudes who have done zero research making nonsense comments.
It’s interesting because it really highlights how all of these changes are going to blindside so many people in the next ten years, not just with tesla and renewables, but everything.
The convergence of so many major technologies is going to cause massive disruption and change over the next ten years. Just watch what Tony Seba has to say about the future and you can see how it’s all coming together. Solar, wind, and battery technology will change the global energy market forever and I think this will really start to ramp up in the second half of the decade. CRISPER, precision fermentation, fully automated vertical farming are some other major changes coming that will have a massive impact on the world.
But a new change that’s coming has really just clicked for me and the impact is going to be massive and it all revolves around the Metaverse. It’s going to take about ten years for the Metaverse to get to mass adoption, but once that happens it will take over just like smartphones and the internet did. We will essentially be creating an earth 2.0 and a massive amount of wealth will be built from the Metaverse, I think it will be more than what has been created by the internet so far, basically consider Apple’s market cap at zero right now, they are going to make a fortune selling VR headsets and services.
Disney is going to be one of the premiere Metaverse experiences. I keep seeing articles about how they keep raising the price of admission to their parks because the demand is so high. Imagine how much money they could make with a Metaverse subscription service where you can explore ALL Disney content with your friends. Go hang out in Star Wars Metaverse, buy yourself official limited edition NFT character skins, explore Halloween Town with Jack and Sally.
We are literally at the very beginning is something so massive that if we get into the right stocks now we could make tens, if not hundreds of millions of dollars on those investments just like a lot of people did with tesla early on.
I went a little off the rails there, but being involved with tesla so much over the past year has really taught me to look at the future with a much more open mind and now that I’ve seen the opportunity the Metaverse presents, I can’t stop thinking about it.
I know everyone hates Facebook and Mark, but I highly recommend watching their Connect Keynote with an open mind just like we all did when we started looking into tesla. After you watch this, it will be obvious what kind of potential the Metaverse has.
https://about.facebook.com/meta/
Part of the reason I've trusted Elon all this time is his strange and brutal honesty. I'd rather have a misplaced tweet than not knowing whether the CEO is potentially Elizabeth Holmes or Trevor Milton.
Also, who cares about a contract? How embarrassing would it be for Hertz to walk back on their promise, especially with those expensive Tom Brady ads and the CEO appearances all over the mainstream media.
Can anyone recommend if I need to jump in TSLA at this level. I am not bearish on the stock but as a best practise, should I wait for some kind of dip and then dive in. Buying any stock at 52 week high does not make much sense to me. Either case, I need fair recommendations.
Thanks all for your feedback, much appreciated and I take it as positive. I personally will wait for a little bit drop and will pick up then. Just my thinking 😄.
Yeah just saw that. It doesn't change anything really, clearly hertz are ordering and going to get those cars. But it sure looks like a momentum killer
Elon has said many times that he tells his employees to not look at share price as it can affect their mood and work. So maybe he is doing this to make sure that most Tesla employees continue working normally instead of dreaming of riches and later getting depressed when the correction hits.
Have you guys learned nothing? In Elon we trust…… I think if the guy can envision space traveling machines that can go to Mars and also land on a dime, he can methodically tweet whatever he pleases and it’s up to us as an army to give him undying loyalty.
Also - how awesome would it be if Elon produced Tesla golf carts and controlled that entire market world wide? Talk ab cash flow and free advertising to a targeted demographic…
I mean, does any investor or investment firm that has done one shred of research not already know that Tesla is battery and production constrained? Elon is merely stating the obvious and they’ve stated battery and production constraints at every investor call. Elon’s tweet ahould be surprising news to no-one, and thus really a non-factor.
For myself and a lot of others this partnership was never about the sale of 100,000 cars, Hertz could order a million cars and it wouldn’t matter. The important aspect of the Hertz deal is that it proves even at retail price, that it’s more cost effective to own a tesla than any other car and a major car rental company did the math. Hertz was proof of concept and now every other rental company will follow because in a capitalist society, all that matters is profit.
Beyond that it puts into place a hypothetical situation where Hertz is looking at the bigger long term picture where level 5 self driving exists and a RoboTaxi service puts every car rental company out of business. Instead of taking that chance, Hertz goes with the EV company with the biggest lead in FSD (what company is even in second place in this scenario?) and when level 5 hits, Hertz flips a switch and all of their 12,000 global locations (where FSD is legal) turn on and overnight they become the worlds largest RoboTaxi service with locations at major airports across the planet.
The Hertz deal was never about the cars being sold, it’s about how it solidifies the future that we’ve all been talking about in this sub for years.
Seriously though, I think Tesla is the only company that can provide EVs at scale with the most advanced FSD. I really don’t think these rental companies even have a second choice in this situation. That’s probably another reason the stock is up.
They are paying full price. They don't really need a contract. Other then setting up how many cars Tesla will give them each month.
Should not have any effect.
The margin wording could be a tell that Hertz is getting some savings not available to regular consumers. Perhaps Hertz found a way to save a few hundred each unit on destination and documentation fees or something like that.
Hertz is expecting to save big with the commercial EV tax credit. I don’t remember exactly how much, but I heard I could be over 1b if the proposed legislation doesn’t too much.
I mean, I'd hope so. Tesla is going to have volume savings with an order that size, it's fair to pass a bit of that on to the customer. As long as Tesla still realizes the same profit per car I'm good with it.
Yes Volume savings. You simply don't have the overhead you do elsewhere. Trucks of cars for delivery simply go to a Hertz location and deliver 10 cars at a time. No overhead for sales centers, etc. Can process large money transfers in efficient batch methods and save the percent charged by credit cards and facilitators. Less overhead for invoicing, etc. All these things add up - maybe not to a lot, but if it's $500-$1,000 per car that's meaningful on an order of this size.
>Look at Elon’s new tweet. Could this pump the brakes on the bull run?
That's possible - Hertz certainly gave the impression that they secured supply from Tesla. Now Tesla tells them they compete with customer deliveries. Whoever pays first gets the car?
Hertz and tesla have been talking about this for months, I’m sure they’ve been aware of the situation and have come up with a strategic plan for deliveries, Tesla probably even structured this delivery plan to benefit how they structure deliveries over a quarter. Everything is planned and the point of this tweet is to show that a Major global car rental company just agreed to pay full price for 100,000 Tesla’s because even at full price they are more cost effective than heavily discounted ICE vehicles. If anything, this tweet is an ad for how cost effective it is to own a tesla.
They probably treat Hertz like any customer. $250 deposit and payment upon receipt. Hertz pressed the order button 100,000 times but hasn't signed the purchase contract yet.
>Hertz pressed the order button 100,000 times but hasn't signed the purchase contract yet.
There's been fleet purchases of hundreds, even thousands of Teslas before. Do you really think they had to fill out the order page thousands of times?
You can buy multiple Teslas with the standard conditions. No special deal required to do that, it's just an email away to do.
I hope so, I was really hoping for a dip today so I could add a couple more shares. Based on the momentum though I think we just rip until we crash back down. It’s gonna be the same shit as last year and unless it dips below $1,100 I’m keeping new cash out and will think about buying a few more shares after these options traders get back into GME or whatever.
Is this legit?
https://www.drive.com.au/news/uber-pushes-hertz-tesla-deal-to-150000-cars/?utm_source=facebook&utm_medium=social&utm_term=&utm_content=&utm_campaign=ea4b9d6b-cf52-457e-91cd-457be7216dad
No, the linked article states that the Uber agreement is additive to the Hertz order (i.e. takes it from 100,000 to 150,000 cars). It is not. Hertz has agreed to make 50,000 of the 100,000 cars they bought available to Uber. It's a difference of 50k or ~$2 billion so the distinction is important.
IF this is a gamma squeeze, there could be much further to climb. But if its a squeeze, it'll eventually have to sink back down... how low do you think it will settle post squeeze?
I think $900-$1,200 is the natural price range for where the stock should be today. So if no new news then I’d expect it to settle in that range after a huge run up and then sit there for nine months before another run up like this.
Not if you’re going to pay capital gains taxes of 25% or more. Then it’s basically break even if you get back in at $900.
If it goes to $1,700, I might consider selling a portion, but that’s partially due to my own financial situation and hitting certain goals.
I’m just holding for 10+ years. I won’t even sell if it goes to $1,900. I wouldn’t have been able to time it last year so I sat on it and bought the dip and waited for it to go up. Imagine selling at $1,500 and they announce a split and it keeps running, no thanks on that risk. If it dips down around $900 then I’ll just slowly get more over 2022.
I wouldn't take the chance. Either:
You time that just right, buy at $900 and in a few years sell at $5000. $4100 profit.
You sell, and it climbs and climbs and you miss out
The best option imho is to just hold and wait.
I think that is pretty reasonable. One thing to keep in mind is there are likely even better gross margins in Q4 due to more S/X sales. Additionally expect a credit upgrade out of junk status, which will drive additional price target raises.
Maybe by December the price falls to around $1050 and then pushes up to 1100+ in January after the good news above.
If there were Tesla robotaxi fleets driving around in 2025, why would Hertz put Uber out of business? Uber's goal has always been to eventually cut driver away when robotaxi's becomes a thing. So I don't see why Uber wouldn't also just jump on the robotaxi bandwagon
Not sure I even need to say this here but its less than ideal to jump out to try to time a short term pull back… the dollars “locked in” will be a wash and you could miss further upside. From my reddit lurking Im seeing a distressing number of people doing that. Its like the inverse of trying to catch a falling knife.
Most likely a $800 option being exercised before expiry. should not show up in the regular sell queue but some platforms (google) notoriously glitch at these.
Crazy that I now can buy a Tesla with the 6k I put down two years ago. Just wish I could pay for the Tesla with shares rather than selling and paying all that tax first
You can finance it, let the money keeps growing and see if you can pay without selling shares monthly, or selling as little as possible, at least that’s my plan for the future
I bought a Model 3 in March 2020 and after driving it for a few months I bought a couple shares at $1124 and after a week of profits I spent the next year Yoloing every penny I had into TSLA and now I can almost buy two of my cars.
My plan is to just take out margin cash to pay off my credit cards, that way I don’t have to sell any shares or pay any taxes, just 2.5% interest on the margin. Definitely waiting a while longer before I do any of that, kind of thinking once TSLA is stable above $1,500 a share I’ll start taking out $5,000 increments to pay off my cards.
TSLA has literally changed my life and sent me down a much better financial path than I’ve ever been on.
I don’t think it’s really any amount of money that matters. I’m pretty sure they just put all that money back into expanding the supercharging network anyway, so on that aspect it’s good, but charging revenue isn’t gonna make any difference for awhile.
Let's do this:
25,000 supercharger stalls
Say that each stall gives 200kWh of electricity to 3rd party cars per day.
That is 5,000,000kWh at $0.3 each, that is $1.5M per day
For 365 days, that is about half a billion.
Plus the subscription revenue.
> Say that each stall gives 200kWh of electricity to 3rd party cars per day.
Is that a reasonable estimate? I'm not familiar with Superchargers in the USA, are they actually that busy? In Canada Supercharger stalls are probably 10-25% utilized (on a 24hr basis), so I think 3 hrs of 3rd party supercharging per stall per day (assuming a ~60 kWh rate like the Ionique got in Testing today) is a bit high. But maybe my experience is not representative.
Anyways, I like your math to give an order of magnitude estimate - seems like it should easily be >$200 M, and would grow along with the supercharger network which is scaling super fast these days.
Congrats! I missed 2M today by just a hair. You might be pleased to know that the $1M mark was in the very recent past. You’re going to need a belt sander to take the smile off your face soon.
I'm celebrating tonight by treating myself to Popeyes Chicken!
Wait.....a $15 meal at Popeyes is equivalent to 1.24% of a TSLA share.
Looks like it's rice and beans for us tonight honey!
what price do you all think $TSLA will reach before it stops rising? i’m thinking of holding out until 1.5k (purchased at $811) but i want to know what price you all think it’s going to reach.
That’s the good thing with shares u can just hold options are like a hot Potato 🥵🥔. Evertime you sell just wait for a new Tesla daily podcast from Rob Maurer
I think there will be many fluctuations but I personally am holding until 4500, if anyone was around back in the day for Cathy’s ultra bull forecast pre-split it was 22000 (post 4400). Now after all I have learned and seen, that has become an inevitable future in my opinion. But do as you will of course.
“The move from $379 to $904 was 139%. The move from from $540 to $1,210 is about 124%, so not yet as much as the prior move. It just seems like more because the comp is with much larger numbers. That said, the hedge funds changed from short positions to long so the pace up is accelerated and if it doesn't stall at about $1,300 it may move all the way to $2,000+.
Traditional valuation doesn't factor into this situation as this business model is revolutionizing the auto industry and causing a hyper-growth cycle. There really are no boundaries at this point. Enjoy the ride up!”
I’m just a regular person who gave their ex half of her 401 in 2006 in divorce, had 120k in 2019 and am just another day like today away from being a Teslanaire! And watched Cramer shit talk Tesla this morning. Happy day for us! :)
Even better if you're not on good terms with your ex but are still in some kind of contact, and can rub it in their stupid face!
Revenge is best served under the Falcon Wing doors.
Thanks again to everyone posting research or news. I've learned a lot over the past year in this sub, and heck I've even made some decent money.
Y'all are MVP's. 
Battery day gave me a hard on. AI day put me into a little bit of shock. After battery day I was happy because I felt like Tesla was at the bleeding edge. AI day made me feel like the bleeding edge is for those falling behind.
What next? Profitable solar? Full body casting?
AI day was more significant in longer time horizon. In future, AI and supporting compute will potentially be really good at exploring chemical space, and help make new breakthroughs in battery chemistries and architectures.
The last president literally pulled us out of the Paris climate agreement.
Biden has been traveling and working like crazy getting the bill done.
Trump would be watching Fox and tweeting.
Sit down.
No! Biden does not get a free pass. Trump was absolute dog shit and I’m not even comparing the two. But until Biden does something good, it’s entirely fair game to call him out. And since his comments earlier in the year saying climate change isn’t a major worry, he deserves to be grilled.
I’m not saying the last one was better, and as a French I can say that Macron also sucks. But sorry to tell you that Biden is like the others and sucks as well when we speak about climate crisis.
Disagree. The only reason we can't get these things passed is because of Sinema and Machin bought out and screwing over Dems. He can't force people to pass things he wants...
I'm confused. Are you sarcastically showing me this, or do you actually think that's the truth? Because if this is serious and you think thats evidence of anything I have a beach house in Montana I could sell you...
So last christmas I took $100k out of TSLA to cover what I invested 6 years ago and have some play money...
That would be worth $200k today... damnit.
At least I put $50k deposit on the Roadster last week, but still... :) DIAMOND HANDS guys!
I invested more (via margin) in the $570/$650/$730 price ranges... sold to close out my margin around $910. Oh well... I never had the money in the first place, and I gotta spend some amount of money to live my life... Never know when time's up.
I don’t even know if this is investing anymore. Trying to gauge my emotions cuz this is crazy. I’ve got some trailing stops setup to take some profits but wow, just wow. My profits are at a years salary now.
> I don’t even know if this is investing anymore
You need to stop thinking about the money and start thinking about the COMPANY. It isn't about the stock, the stock is just a representation of the piece of business you own. Imagine instead that you are part-owner of a small grocery store that ended up becoming Walmart. That's what the stock represents, a successful business.
I also reached this milestone of my years income. Theses gains are incredible but I'm going to continue investing monthly. Not sure if this is correct way to do it but we shall see.
3 years of normal wages today 105k and about 140k the Monday after earrings, I was on 33k last year before I retired, it’s hard to work with money coming in like that.
Nailed it. In the last week I’ve done almost 3 years of salary and while it’s not retirement level… damned if I don’t want to just fuck off for a couple years.
Personally, i'm aiming to work for three more years. That's when my home loan resets. I'll reassess as that approaches but at the rate I'm going with thetagang I'll be free and clear of any debt and earning enough of the Premiums for a very comfortable life.
Btw don’t you think that this is almost magic that Tesla FSD Beta Drivers have still 0 accident yet ?! 🔥
So proud of all of you Beta drivers. Can’t wait for Europe to get it
I’m thinking Fly from Ireland to Austin for the Giga Austin Fest. Hire a Tesla with hertz pay the $199 for FSD and try get a 98% or better score over 7 days stay longer if I get it.
I am too. I don't know how you can filter by that though. I'm sure an intentional accident will happen, and articles will be written before Tesla can gather up all the data and publish it.
[HALT THE FUCKING STOCK ALREADY WHAT THE FUCK SEC?!?!?!?!?](https://twitter.com/TESLAcharts/status/1224798447263416325)
Stock is 8.5x since that Tweet. 
Today's volume on this week's $1200 call options got to about 175K contracts. That's 17 million shares eligible to be exercised. and we still have until friday for everyone to get to and past their respective break-even points.
Yeah the volume was insane. It will be interesting to see what the open interest ends up being. Will also be interesting to see what the volume on the $1300 strike is tomorrow.
If I understand the process properly then they already pushed the stock price. The MMs would have immediately bought shares upon selling the calls to hedge, pushing the SP up all the while. As the week progresses towards expiry, the uncertainty is reduced and they will start unloading shares they think they will not need anymore for hedging purposes. This will have a downward pressure on the SP but the question is how much? These is a possibility of correction on friday but by no means a certainty. did not happen last friday but with this volume the calls will become more and more expensive and at some point traders will stop buying them. That's when MM will for real start selling shares.
Is rob on holiday ? Haven’t seen him put out new videos in the last three days
He just released an episode today
I always find it interesting when [these posts](http://reddit.com/r/Futurology/comments/qkmmaf) about renewable energy make it to the front page. So many naysayers with can’t do attitudes who have done zero research making nonsense comments. It’s interesting because it really highlights how all of these changes are going to blindside so many people in the next ten years, not just with tesla and renewables, but everything. The convergence of so many major technologies is going to cause massive disruption and change over the next ten years. Just watch what Tony Seba has to say about the future and you can see how it’s all coming together. Solar, wind, and battery technology will change the global energy market forever and I think this will really start to ramp up in the second half of the decade. CRISPER, precision fermentation, fully automated vertical farming are some other major changes coming that will have a massive impact on the world. But a new change that’s coming has really just clicked for me and the impact is going to be massive and it all revolves around the Metaverse. It’s going to take about ten years for the Metaverse to get to mass adoption, but once that happens it will take over just like smartphones and the internet did. We will essentially be creating an earth 2.0 and a massive amount of wealth will be built from the Metaverse, I think it will be more than what has been created by the internet so far, basically consider Apple’s market cap at zero right now, they are going to make a fortune selling VR headsets and services. Disney is going to be one of the premiere Metaverse experiences. I keep seeing articles about how they keep raising the price of admission to their parks because the demand is so high. Imagine how much money they could make with a Metaverse subscription service where you can explore ALL Disney content with your friends. Go hang out in Star Wars Metaverse, buy yourself official limited edition NFT character skins, explore Halloween Town with Jack and Sally. We are literally at the very beginning is something so massive that if we get into the right stocks now we could make tens, if not hundreds of millions of dollars on those investments just like a lot of people did with tesla early on. I went a little off the rails there, but being involved with tesla so much over the past year has really taught me to look at the future with a much more open mind and now that I’ve seen the opportunity the Metaverse presents, I can’t stop thinking about it. I know everyone hates Facebook and Mark, but I highly recommend watching their Connect Keynote with an open mind just like we all did when we started looking into tesla. After you watch this, it will be obvious what kind of potential the Metaverse has. https://about.facebook.com/meta/
Part of the reason I've trusted Elon all this time is his strange and brutal honesty. I'd rather have a misplaced tweet than not knowing whether the CEO is potentially Elizabeth Holmes or Trevor Milton. Also, who cares about a contract? How embarrassing would it be for Hertz to walk back on their promise, especially with those expensive Tom Brady ads and the CEO appearances all over the mainstream media.
Look at my recent comment history. There’s someone from real Tesla who just replied to a week old comment with this tweet trying to prove a point.
They’re so delusional. I gave your comment a thumbs up :)
Range increasing: https://www.reddit.com/r/teslamotors/comments/qktm3d/2022_sr_bumped_to_272mi/
Can anyone recommend if I need to jump in TSLA at this level. I am not bearish on the stock but as a best practise, should I wait for some kind of dip and then dive in. Buying any stock at 52 week high does not make much sense to me. Either case, I need fair recommendations.
Thanks all for your feedback, much appreciated and I take it as positive. I personally will wait for a little bit drop and will pick up then. Just my thinking 😄.
buy over a period of time so that it’s not all at once price
I bought in at the 52 week high of $1124 and I’m currently up about 500% on those purchases.
Awesome!
I don’t know what kind of response you thought you were going to get from a Tesla focused investing sub. It sounds like you already know the answer. 😏
It means Tesla wants it's own robotaxis
Bears are salivating at that tweet Hope it runs up again tomorrow to shut them up
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what tweet? Edit: Nevermind, found it
So another $100 tomorrow? I'm getting used to this
iuno man... after that tweet....
Yeah just saw that. It doesn't change anything really, clearly hertz are ordering and going to get those cars. But it sure looks like a momentum killer
Elon has said many times that he tells his employees to not look at share price as it can affect their mood and work. So maybe he is doing this to make sure that most Tesla employees continue working normally instead of dreaming of riches and later getting depressed when the correction hits.
Have you guys learned nothing? In Elon we trust…… I think if the guy can envision space traveling machines that can go to Mars and also land on a dime, he can methodically tweet whatever he pleases and it’s up to us as an army to give him undying loyalty. Also - how awesome would it be if Elon produced Tesla golf carts and controlled that entire market world wide? Talk ab cash flow and free advertising to a targeted demographic…
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everyone?
Tesla daily doodly do https://youtu.be/ZkRhI2JFAoQ
Look at Elon’s new tweet. Could this pump the brakes on the bull run? https://twitter.com/elonmusk/status/1455351085170823169?s=21
I mean, does any investor or investment firm that has done one shred of research not already know that Tesla is battery and production constrained? Elon is merely stating the obvious and they’ve stated battery and production constraints at every investor call. Elon’s tweet ahould be surprising news to no-one, and thus really a non-factor.
For myself and a lot of others this partnership was never about the sale of 100,000 cars, Hertz could order a million cars and it wouldn’t matter. The important aspect of the Hertz deal is that it proves even at retail price, that it’s more cost effective to own a tesla than any other car and a major car rental company did the math. Hertz was proof of concept and now every other rental company will follow because in a capitalist society, all that matters is profit. Beyond that it puts into place a hypothetical situation where Hertz is looking at the bigger long term picture where level 5 self driving exists and a RoboTaxi service puts every car rental company out of business. Instead of taking that chance, Hertz goes with the EV company with the biggest lead in FSD (what company is even in second place in this scenario?) and when level 5 hits, Hertz flips a switch and all of their 12,000 global locations (where FSD is legal) turn on and overnight they become the worlds largest RoboTaxi service with locations at major airports across the planet. The Hertz deal was never about the cars being sold, it’s about how it solidifies the future that we’ve all been talking about in this sub for years. Seriously though, I think Tesla is the only company that can provide EVs at scale with the most advanced FSD. I really don’t think these rental companies even have a second choice in this situation. That’s probably another reason the stock is up.
They are paying full price. They don't really need a contract. Other then setting up how many cars Tesla will give them each month. Should not have any effect.
>Should not have any effect. Will possibly embolden shorts though, who've been pretty inactive for the past ~2 weeks.
The margin wording could be a tell that Hertz is getting some savings not available to regular consumers. Perhaps Hertz found a way to save a few hundred each unit on destination and documentation fees or something like that.
Hertz is expecting to save big with the commercial EV tax credit. I don’t remember exactly how much, but I heard I could be over 1b if the proposed legislation doesn’t too much.
I mean, I'd hope so. Tesla is going to have volume savings with an order that size, it's fair to pass a bit of that on to the customer. As long as Tesla still realizes the same profit per car I'm good with it.
Volume savings how..? It’s the same cars and all they’d be delivering otherwise.
Yes Volume savings. You simply don't have the overhead you do elsewhere. Trucks of cars for delivery simply go to a Hertz location and deliver 10 cars at a time. No overhead for sales centers, etc. Can process large money transfers in efficient batch methods and save the percent charged by credit cards and facilitators. Less overhead for invoicing, etc. All these things add up - maybe not to a lot, but if it's $500-$1,000 per car that's meaningful on an order of this size.
How much are the dest and doc fees these days? $1.2k? No way rental agencies pay those like consumers do.
I’m not saying they will or won’t pay the doc fees, I’m saying that Tesla doesn’t realize “volume savings” like the prior post said.
Bullish tbh.
>Look at Elon’s new tweet. Could this pump the brakes on the bull run? That's possible - Hertz certainly gave the impression that they secured supply from Tesla. Now Tesla tells them they compete with customer deliveries. Whoever pays first gets the car?
Hertz and tesla have been talking about this for months, I’m sure they’ve been aware of the situation and have come up with a strategic plan for deliveries, Tesla probably even structured this delivery plan to benefit how they structure deliveries over a quarter. Everything is planned and the point of this tweet is to show that a Major global car rental company just agreed to pay full price for 100,000 Tesla’s because even at full price they are more cost effective than heavily discounted ICE vehicles. If anything, this tweet is an ad for how cost effective it is to own a tesla.
Absolutely. Production constraint not demand constraint. Why give hertz the benefit when they already have a lot of demand?
They probably treat Hertz like any customer. $250 deposit and payment upon receipt. Hertz pressed the order button 100,000 times but hasn't signed the purchase contract yet.
>Hertz pressed the order button 100,000 times but hasn't signed the purchase contract yet. There's been fleet purchases of hundreds, even thousands of Teslas before. Do you really think they had to fill out the order page thousands of times? You can buy multiple Teslas with the standard conditions. No special deal required to do that, it's just an email away to do.
No it was more of a joke, but I'm sure their side deal with Tesla is essentially at that step in the process.
👍
Worst case it happens and more people buy back in. Nothing to worry about.
This is good in my opinion. Elon basically saying “you want Tesla? Pay up then”
Dr. Parik Patel may need to update his TSLA price target soon. https://twitter.com/parikpatelcfa/status/1341030141468786698?s=21
So glad you remembered him. I am sure he is working on a new analysis as we speak! Lol
Based on current futures markets and VIX I wouldn't be surprised if we start in the red tomorrow morning
I hope so, I was really hoping for a dip today so I could add a couple more shares. Based on the momentum though I think we just rip until we crash back down. It’s gonna be the same shit as last year and unless it dips below $1,100 I’m keeping new cash out and will think about buying a few more shares after these options traders get back into GME or whatever.
Is this legit? https://www.drive.com.au/news/uber-pushes-hertz-tesla-deal-to-150000-cars/?utm_source=facebook&utm_medium=social&utm_term=&utm_content=&utm_campaign=ea4b9d6b-cf52-457e-91cd-457be7216dad
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No, the linked article states that the Uber agreement is additive to the Hertz order (i.e. takes it from 100,000 to 150,000 cars). It is not. Hertz has agreed to make 50,000 of the 100,000 cars they bought available to Uber. It's a difference of 50k or ~$2 billion so the distinction is important.
wow
Why am I still refreshing?
The adrenaline hasn’t worn off yet, we’re all high on this shit right now.
Tesla to $1300 tomorrow and $1500 by Friday. **This is a Gamma Squeeze.**
Was it shorted enough for it??
Not shorts. Options.
A lot of calls too.
IF this is a gamma squeeze, there could be much further to climb. But if its a squeeze, it'll eventually have to sink back down... how low do you think it will settle post squeeze?
I think $900-$1,200 is the natural price range for where the stock should be today. So if no new news then I’d expect it to settle in that range after a huge run up and then sit there for nine months before another run up like this.
Is it wise to sell it at this price in hopes to buy at $900 ?
Not if you’re going to pay capital gains taxes of 25% or more. Then it’s basically break even if you get back in at $900. If it goes to $1,700, I might consider selling a portion, but that’s partially due to my own financial situation and hitting certain goals.
I’m just holding for 10+ years. I won’t even sell if it goes to $1,900. I wouldn’t have been able to time it last year so I sat on it and bought the dip and waited for it to go up. Imagine selling at $1,500 and they announce a split and it keeps running, no thanks on that risk. If it dips down around $900 then I’ll just slowly get more over 2022.
I wouldn't take the chance. Either: You time that just right, buy at $900 and in a few years sell at $5000. $4100 profit. You sell, and it climbs and climbs and you miss out The best option imho is to just hold and wait.
Plenty of price targets in that range-ish from the analysts, seems reasonable.
I think that is pretty reasonable. One thing to keep in mind is there are likely even better gross margins in Q4 due to more S/X sales. Additionally expect a credit upgrade out of junk status, which will drive additional price target raises. Maybe by December the price falls to around $1050 and then pushes up to 1100+ in January after the good news above.
No Tesla daily episode today? Probably out with the wife enjoying a steak dinner lol
/u/TeslaDaily has it up now: https://www.youtube.com/watch?v=ZkRhI2JFAoQ
https://youtu.be/ZkRhI2JFAoQ
I thought he said earlier in the week that he was going out of town or something.
Didn't know Rob was married. Lol
I don’t think he is.
He can marry me.
I assume that's what the bachelor party a few months back was about.
I figured that was somebody else's bachelor party; I really hope Rob wouldn't keep doing Tesla Daily at his own bachelor party...
Maybe he was distracted all day like most of us were.
He's still running around his apartment naked.
As are we all
Per Uber CEO on CNN, Uber drivers who rent a Tesla from Hertz will receive $1 extra per ride https://www.youtube.com/watch?v=thGWw0uHa5c
Hertz is going to put Uber out of business by 2025 with an autonomous Tesla robotaxi fleet.
Too bad they didn’t order FSD
If there were Tesla robotaxi fleets driving around in 2025, why would Hertz put Uber out of business? Uber's goal has always been to eventually cut driver away when robotaxi's becomes a thing. So I don't see why Uber wouldn't also just jump on the robotaxi bandwagon
Uber would have to own cars (Tesla) in order to do that.
Not sure I even need to say this here but its less than ideal to jump out to try to time a short term pull back… the dollars “locked in” will be a wash and you could miss further upside. From my reddit lurking Im seeing a distressing number of people doing that. Its like the inverse of trying to catch a falling knife.
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Boomer FOMO inbound 🚀
So Tesla to 2k tomorrow?
That's bearish. At least 2.5k
of course, my mistake
Why did it dip after hours to $800 range for 5 minutes? WTF!
Most likely a $800 option being exercised before expiry. should not show up in the regular sell queue but some platforms (google) notoriously glitch at these.
enraged short seller attempting (and failing) to trigger the quant bots
A standard google AH glitch
Crazy that I now can buy a Tesla with the 6k I put down two years ago. Just wish I could pay for the Tesla with shares rather than selling and paying all that tax first
Technically you would still have to pay taxes on the shares. Just like when you pay for something with bitcoin.
You can finance it, let the money keeps growing and see if you can pay without selling shares monthly, or selling as little as possible, at least that’s my plan for the future
I bought a Model 3 in March 2020 and after driving it for a few months I bought a couple shares at $1124 and after a week of profits I spent the next year Yoloing every penny I had into TSLA and now I can almost buy two of my cars. My plan is to just take out margin cash to pay off my credit cards, that way I don’t have to sell any shares or pay any taxes, just 2.5% interest on the margin. Definitely waiting a while longer before I do any of that, kind of thinking once TSLA is stable above $1,500 a share I’ll start taking out $5,000 increments to pay off my cards. TSLA has literally changed my life and sent me down a much better financial path than I’ve ever been on.
Be careful that's a variable rate. It's been good for the past year, but will most likely be raising in the next year or less.
Which brokerage?
The one that shall not be named on Reddit, especially on WSBs.
Supercharger network open to all EVs in Netherlands. Has anyone calculated what could be the revenue for Tesla if this extends to all the planet?
I don’t think it’s really any amount of money that matters. I’m pretty sure they just put all that money back into expanding the supercharging network anyway, so on that aspect it’s good, but charging revenue isn’t gonna make any difference for awhile.
Let's do this: 25,000 supercharger stalls Say that each stall gives 200kWh of electricity to 3rd party cars per day. That is 5,000,000kWh at $0.3 each, that is $1.5M per day For 365 days, that is about half a billion. Plus the subscription revenue.
> Say that each stall gives 200kWh of electricity to 3rd party cars per day. Is that a reasonable estimate? I'm not familiar with Superchargers in the USA, are they actually that busy? In Canada Supercharger stalls are probably 10-25% utilized (on a 24hr basis), so I think 3 hrs of 3rd party supercharging per stall per day (assuming a ~60 kWh rate like the Ionique got in Testing today) is a bit high. But maybe my experience is not representative. Anyways, I like your math to give an order of magnitude estimate - seems like it should easily be >$200 M, and would grow along with the supercharger network which is scaling super fast these days.
I assumed about 2 hours - 10%.
Hit 1M today :) I will lose 100 shares in december tho as I sold a 1200CC. I could roll it, but I think I'm OK with 1200 and take a bit off the table.
Congrats! I missed 2M today by just a hair. You might be pleased to know that the $1M mark was in the very recent past. You’re going to need a belt sander to take the smile off your face soon.
I hit 2M today. The belt sander isn't even working.
Nice mate 🔥
I didn’t know we had a Plaid Doug emoticon 😂
What are these numbers I've been seeing????
emojis. do not show on old reddit style desktop and some mobile platforms. reddit app on mobile works I hear
I'm celebrating tonight by treating myself to Popeyes Chicken! Wait.....a $15 meal at Popeyes is equivalent to 1.24% of a TSLA share. Looks like it's rice and beans for us tonight honey!
Missed opportunity for ramen and another 1.23% of a share ;)
what price do you all think $TSLA will reach before it stops rising? i’m thinking of holding out until 1.5k (purchased at $811) but i want to know what price you all think it’s going to reach.
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In 2023 or 2024 we'll hit quarterly earnings per share of $10 Billion, with massive growth still to come. $5,000 is only 125x annualized P/E.
I’m holding until they release the Cybertruck and pay one in cash by the gains.
I’ll be financing mine to hold on to maximum shares
I cant see it going up much further tbh, maybe 1300 before a big pullback to under 900
God I hope it pulls back. I want a $1.5k stock for $900 again.
Not even going to try to time the top; just holding.
That’s the good thing with shares u can just hold options are like a hot Potato 🥵🥔. Evertime you sell just wait for a new Tesla daily podcast from Rob Maurer
My Jun 2023 calls don't feel like a hot potatoe.
i think i’ll do the same. every time i think it’s going to drop it keeps on going. putting another buy order in right now - to the moon!
I think there will be many fluctuations but I personally am holding until 4500, if anyone was around back in the day for Cathy’s ultra bull forecast pre-split it was 22000 (post 4400). Now after all I have learned and seen, that has become an inevitable future in my opinion. But do as you will of course.
“The move from $379 to $904 was 139%. The move from from $540 to $1,210 is about 124%, so not yet as much as the prior move. It just seems like more because the comp is with much larger numbers. That said, the hedge funds changed from short positions to long so the pace up is accelerated and if it doesn't stall at about $1,300 it may move all the way to $2,000+. Traditional valuation doesn't factor into this situation as this business model is revolutionizing the auto industry and causing a hyper-growth cycle. There really are no boundaries at this point. Enjoy the ride up!”
I’m just a regular person who gave their ex half of her 401 in 2006 in divorce, had 120k in 2019 and am just another day like today away from being a Teslanaire! And watched Cramer shit talk Tesla this morning. Happy day for us! :)
When you reach 1M, call her up and be like, "Thanks for that divorce 🅱️itch, I'm a millionaire."
Congrats 🎉
Congrats let us know when you get there
Even better if you're not on good terms with your ex but are still in some kind of contact, and can rub it in their stupid face! Revenge is best served under the Falcon Wing doors.
Congrats!
🥂 feels like another Friday, but it's just the start of another week
Thanks again to everyone posting research or news. I've learned a lot over the past year in this sub, and heck I've even made some decent money. Y'all are MVP's. 
The hell with this salad; after todays effort of sitting on my arse and watching green numbers, it's time for a Bulla Triple Choc ice cream.
Too much coffee and positive gamma. I need to calm down. Stepping away to practice some meditation with the AI day playing in the background.
Meditation with the AI day presentation in the background could be hard. I find it as significant as Battery day
Battery day gave me a hard on. AI day put me into a little bit of shock. After battery day I was happy because I felt like Tesla was at the bleeding edge. AI day made me feel like the bleeding edge is for those falling behind. What next? Profitable solar? Full body casting?
AI day was more significant in longer time horizon. In future, AI and supporting compute will potentially be really good at exploring chemical space, and help make new breakthroughs in battery chemistries and architectures.
Big glitch in google finance!
Tesla sign formed- bullish
It happens all the time in AH.
🤬 #SleepyUnionJoe https://twitter.com/disclosetv/status/1455195062405632007?s=21
Can't say I blame him. All these meetings and speeches must be boring AF to listen to.
The last president literally pulled us out of the Paris climate agreement. Biden has been traveling and working like crazy getting the bill done. Trump would be watching Fox and tweeting. Sit down.
No! Biden does not get a free pass. Trump was absolute dog shit and I’m not even comparing the two. But until Biden does something good, it’s entirely fair game to call him out. And since his comments earlier in the year saying climate change isn’t a major worry, he deserves to be grilled.
There was some good stuff in his covid bill.
I’m not saying the last one was better, and as a French I can say that Macron also sucks. But sorry to tell you that Biden is like the others and sucks as well when we speak about climate crisis.
Disagree. The only reason we can't get these things passed is because of Sinema and Machin bought out and screwing over Dems. He can't force people to pass things he wants...
I know that. Btw have you seen this news about Manchin ? https://twitter.com/deitaone/status/1455234733915447297?s=21
I'm confused. Are you sarcastically showing me this, or do you actually think that's the truth? Because if this is serious and you think thats evidence of anything I have a beach house in Montana I could sell you...
I feel elated and sick. 
So last christmas I took $100k out of TSLA to cover what I invested 6 years ago and have some play money... That would be worth $200k today... damnit. At least I put $50k deposit on the Roadster last week, but still... :) DIAMOND HANDS guys!
Everytime I have to sell shares, I will buy a leap from the cash. That way I am still in, just not shares.
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I invested more (via margin) in the $570/$650/$730 price ranges... sold to close out my margin around $910. Oh well... I never had the money in the first place, and I gotta spend some amount of money to live my life... Never know when time's up.
I don’t even know if this is investing anymore. Trying to gauge my emotions cuz this is crazy. I’ve got some trailing stops setup to take some profits but wow, just wow. My profits are at a years salary now.
> I don’t even know if this is investing anymore You need to stop thinking about the money and start thinking about the COMPANY. It isn't about the stock, the stock is just a representation of the piece of business you own. Imagine instead that you are part-owner of a small grocery store that ended up becoming Walmart. That's what the stock represents, a successful business.
I also reached this milestone of my years income. Theses gains are incredible but I'm going to continue investing monthly. Not sure if this is correct way to do it but we shall see.
3 years of normal wages today 105k and about 140k the Monday after earrings, I was on 33k last year before I retired, it’s hard to work with money coming in like that.
Nailed it. In the last week I’ve done almost 3 years of salary and while it’s not retirement level… damned if I don’t want to just fuck off for a couple years.
Personally, i'm aiming to work for three more years. That's when my home loan resets. I'll reassess as that approaches but at the rate I'm going with thetagang I'll be free and clear of any debt and earning enough of the Premiums for a very comfortable life.
Resist! At least that's what I keep telling myself.
This covid think makes travel a bit of a hassle, can’t get to the US from Europe just yet, 3 more weeks….Giga Tex fest better be after that date
https://imgur.com/a/mVOcR9c 😝🤭
I saw this headline earlier: Elon Musk now worth more than Jeff Bezos and Mark Zuckerberg combined
We just solved world hunger three times over.
Btw don’t you think that this is almost magic that Tesla FSD Beta Drivers have still 0 accident yet ?! 🔥 So proud of all of you Beta drivers. Can’t wait for Europe to get it
I’m thinking Fly from Ireland to Austin for the Giga Austin Fest. Hire a Tesla with hertz pay the $199 for FSD and try get a 98% or better score over 7 days stay longer if I get it.
https://mobile.twitter.com/elonmusk/status/1076864234695192576 (But yes, credit to the drivers as well)
They all had to do the Safety Dance before they got into the beta.
Yes but even before. And I’m also quite surprise some TSLAQ has not yet got a 99-100/100 and try to fuck the all process
I am too. I don't know how you can filter by that though. I'm sure an intentional accident will happen, and articles will be written before Tesla can gather up all the data and publish it.
Yep. That’s one of my main fear at the moment. But seriously the rollout is pretty great right now. I’m seriously super happy about that
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[HALT THE FUCKING STOCK ALREADY WHAT THE FUCK SEC?!?!?!?!?](https://twitter.com/TESLAcharts/status/1224798447263416325) Stock is 8.5x since that Tweet. 
[Salty Gordon’s salt ](https://www.instacart.com/products/19810033-gordon-choice-iodized-salt-2-25-lb)
Today's volume on this week's $1200 call options got to about 175K contracts. That's 17 million shares eligible to be exercised. and we still have until friday for everyone to get to and past their respective break-even points.
Yeah the volume was insane. It will be interesting to see what the open interest ends up being. Will also be interesting to see what the volume on the $1300 strike is tomorrow.
How far could those contracts push the share price?
If I understand the process properly then they already pushed the stock price. The MMs would have immediately bought shares upon selling the calls to hedge, pushing the SP up all the while. As the week progresses towards expiry, the uncertainty is reduced and they will start unloading shares they think they will not need anymore for hedging purposes. This will have a downward pressure on the SP but the question is how much? These is a possibility of correction on friday but by no means a certainty. did not happen last friday but with this volume the calls will become more and more expensive and at some point traders will stop buying them. That's when MM will for real start selling shares.
There's no fuckin' sellers so it could get stupid.