Tesla shares soar 40% in 2 days and short sellers get squeezed
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Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#2No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent."
I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#3No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
I wonder how much it will take until everyone understands that this market cap is unsustainable. Is Tesla going to reach 1 trillion before that?
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#4if anyone is familiar with the chinese electric car scene, then one will know that tesla, america's darling, is not as ahead as people give them credit before. if any of the chinese car manufacturers come to the u.s. and are able to break through stigma, then tesla will be in trouble. neo, byton, weltmeister, byd, and more have serious competitive car offerings. i have ridden in a nio suv, and the quality greatly surpasses that of tesla.
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#5No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
I wonder how much it will take until everyone understands that this market cap is unsustainable. Is Tesla going to reach 1 trillion before that?
To what extent is is "unsustainable" and to what extent is is self-fulfilling?
i.e. if the engineering is sound, can a company leverage the higher share value (by issuing or selling shares?) to deliver more and thereby justify the value?
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#6if anyone is familiar with the chinese electric car scene, then one will know that tesla, america's darling, is not as ahead as people give them credit before. if any of the chinese car manufacturers come to the u.s. and are able to break through stigma, then tesla will be in trouble. neo, byton, weltmeister, byd, and more have serious competitive car offerings. i have ridden in a nio suv, and the quality greatly sur…
you can have the greatest tech in the world, but that won't help you if you can't market your product properly. I've never even heard of any of these brands, yet I'm actually an avid fan of chinese breakthrough tech in many areas, and have absolutely no problem supporting the Chinese tech industry.
But almost all of them have one flaw in common; they don't know how to build a brand and market to western consumers, which is where a lot of the revenue is found. This seems to apply whether we're talking about cheap consumer electronics, specialized digital equipment (in my particular case, audio processing equipment), or cars.
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#7Earlier quoted context omitted.
I wonder how much it will take until everyone understands that this market cap is unsustainable. Is Tesla going to reach 1 trillion before that?
To what extent is is "unsustainable" and to what extent is is self-fulfilling? i.e. if the engineering is sound, can a company leverage the higher share value (by issuing or selling shares?) to deliver more and thereby justify the value?
A great strategy when your industry is in a bubble is to trade your valuable pieces of paper for other productive/hard asset companies.
Tesla Apartments anyone?
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#8if anyone is familiar with the chinese electric car scene, then one will know that tesla, america's darling, is not as ahead as people give them credit before. if any of the chinese car manufacturers come to the u.s. and are able to break through stigma, then tesla will be in trouble. neo, byton, weltmeister, byd, and more have serious competitive car offerings. i have ridden in a nio suv, and the quality greatly sur…
you can have the greatest tech in the world, but that won't help you if you can't market your product properly. I've never even heard of any of these brands, yet I'm actually an avid fan of chinese breakthrough tech in many areas, and have absolutely no problem supporting the Chinese tech industry. But almost all of them have one flaw in common; they don't know how to build a brand and market to western consumers, wh…
Usually it takes a few decades. But there were times that Samsung and Toyota were unknowns.
I think China’s problem is the Western belief that their tech products are built to spy first and perform second. And that primary functionality could just be removed for the western market.
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#9Earlier quoted context omitted.
To what extent is is "unsustainable" and to what extent is is self-fulfilling? i.e. if the engineering is sound, can a company leverage the higher share value (by issuing or selling shares?) to deliver more and thereby justify the value?
A great strategy when your industry is in a bubble is to trade your valuable pieces of paper for other productive/hard asset companies. Tesla Apartments anyone?
Tesla solar roofs, and Tesla home batteries work for full houses.
You might be onto something with an apartment option!
(only joking, well mostly joking)
Re: Tesla shares soar 40% in 2 days and short sellers get squeezed
#10if anyone is familiar with the chinese electric car scene, then one will know that tesla, america's darling, is not as ahead as people give them credit before. if any of the chinese car manufacturers come to the u.s. and are able to break through stigma, then tesla will be in trouble. neo, byton, weltmeister, byd, and more have serious competitive car offerings. i have ridden in a nio suv, and the quality greatly sur…
Great Wall, Geely and others have tried for many years. The problem isn't "stigma" but simply terrible test results for safety and quality. That's why most Chinese who can affort it buy Western or Japanese cars too.