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BellyFullOfWhiteDogCrap

All-American
Dec 4, 2010
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jtung230 said:
Spoken like a true retail investor. They always ask why is the stock not popping or even down after an earnings beat. Quality of the earnings is more important. The question to ask is if you can underwrite the revenue.

@BellyFullOfWhiteDogCrap

maybe you can help explain the big jump in operating/servicing revenue jump.
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If you really care to get into the weeds about Tesla's manufacturing efficiency and what makes a Tesla different from other EVs, I suggest Sandy Munro's YouTube channel. His team literally takes vehicles apart piece by piece, and breaks down costs. Your ID4 is there too.

https://youtube.com/c/MunroLive
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113
BellyFullOfWhiteDogCrap said:
All of this stuff is on the slide deck:

Q2 Financials

Our operating income improved in Q2 compared to the same period last year to $1.3B, resulting in an 11.0%
operating margin. This profit level was reached while incurring SBC expense attributable to the 2018 CEO award
of $176M in Q2, driven by a new operational milestone becoming probable.
Operating income increased YoY mainly due to volume growth and cost reduction. Positive impacts were partially
offset by growth in operating expenses including increased SBC, Model S/X ramp (negative margin in Q2),
additional supply chain costs, lower regulatory credit revenue, Bitcoin-related impairment of $23M and other
items.

In other words, all the **** I've been talking about for the last year. Vertical integration and world class talent go a long way. Can't wait to see that number once S and X refresh are fully ramped, supply shortages are sorted out, and 4680s reach volume production. Berlin and Austin will be Tesla's 3rd generation factory with even greater efficiencies. Wow! .......and...what happens if FSD hits?

Time to start your long position
Click to expand...
 
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W

WhichReligionIsRight

Heisman
Oct 19, 2010
207,472
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jtung230 said:
@WhichReligionIsRight

Thanks for posting. Now I can see what is driving the big jump in net income (Income from Operation/servicing). I thought EV were lower cost to operate but service revenue jump doesn’t support that. How much does TSLA make for a service call?
Click to expand...

Stop asking bad faith questions. If you don't like Tesla, fine. But please stop the BS questioning.
 
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J

Jtung230

Heisman
Jun 30, 2005
19,096
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82
BellyFullOfWhiteDogCrap said:
All of this stuff is on the slide deck:

Q2 Financials

Our operating income improved in Q2 compared to the same period last year to $1.3B, resulting in an 11.0%
operating margin. This profit level was reached while incurring SBC expense attributable to the 2018 CEO award
of $176M in Q2, driven by a new operational milestone becoming probable.
Operating income increased YoY mainly due to volume growth and cost reduction. Positive impacts were partially
offset by growth in operating expenses including increased SBC, Model S/X ramp (negative margin in Q2),
additional supply chain costs, lower regulatory credit revenue, Bitcoin-related impairment of $23M and other
items.

In other words, all the **** I've been talking about for the last year. Vertical integration and world class talent go a long way. Can't wait to see that number once S and X refresh are fully ramped, supply shortages are sorted out, and 4680s reach volume production. Berlin and Austin will be Tesla's 3rd generation factory with even greater efficiencies. Wow! .......and...what happens if FSD hits?

Time to start your long position
Click to expand...
Have to say that I’m a little disappointed in your response. Auto revenue up 15% over the 1st quarter. Margins up 2% to 28.4%. Everything is moving in the right direction but not aligned with the jump in net income. That’s attributed to the line item Income from Operation. This line item has been up and down the last 5 Qs. My question to you is do you know what’s impacting this line item? I need facts and numbers, not more cheerleading.
 
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B

BellyFullOfWhiteDogCrap

All-American
Dec 4, 2010
5,866
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jtung230 said:
Have to say that I’m a little disappointed in your response. Auto revenue up 15% over the 1st quarter. Margins up 2%. Everything is moving in the right direction but not aligned with the jump in net income. That’s attributed to the line item Income from Operation. This line item has been up and down the last 5 Qs. My question to you is do you know what’s impacting this line item? I need facts and numbers, not more cheerleading.
Click to expand...
Volume growth and cost reduction. Sorry, I'm not in the board room meetings or design studio.
 
J

Jtung230

Heisman
Jun 30, 2005
19,096
12,259
82
Just bought 400 shares of SOFI just because someone here told me it was a good buy under $15. That and I’m bored.
 
J

Jtung230

Heisman
Jun 30, 2005
19,096
12,259
82
Don’t want to beat a dead horse. This chip shortage is having a major impact all over the board. I think it’s going to hit inflation next.
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,232
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RU-05 said:
BTC chart starting to look interesting again.
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Bullish news is outpacing the FUD. On-chain data remained bullish all along with long term investors and whales buying all dips. The retail and newer investors were getting weak-kneed.

Also, GBTC discount vs BTC was declining and getting closer to parity (this is a nice tracker for sentiment).
 
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RU05

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Jun 25, 2015
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T2Kplus20 said:
Bullish news is outpacing the FUD. On-chain data remained bullish all along with long term investors and whales buying all dips. The retail and newer investors were getting weak-kneed.

Also, GBTC discount vs BTC was declining and getting closer to parity (this is a nice tracker for sentiment).
Click to expand...
It's been in the 30's for all of about 3 months, but it does feel like that has formed a pretty solid base.

Think it need's to get above 40K and then hold that level, and then the concerns of it getting back to 17K will have been washed away, then it can get back on it's upward trend.
 
R

RU05

All-American
Jun 25, 2015
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RU05

All-American
Jun 25, 2015
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Boeing reports a surprise profit for the qtr. Nice jump pre market, and pulling the Dow into the green with it.
 
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RU05

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Jun 25, 2015
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FB beats on revs, but not by too much, pretty solid beat on eps 3.6 vs 3.0 but guidance suggests decelerating rev growth. Down 5% early off the news.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113
RU-05 said:
FB beats on revs, but not by too much, pretty solid beat on eps 3.6 vs 3.0 but guidance suggests decelerating rev growth. Down 5% early off the news.
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Solid earnings for FB, being down 5% is silly. The market is stupid.
 
R

RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
T2Kplus20 said:
Solid earnings for FB, being down 5% is silly. The market is stupid.
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FB already went up substantially this quarter but in the long run should go up second half. I did buy some PYPL down 17 after earning announcement and I did sell FB this morning.

I think AMZN should go up tomorrow to 3,700-3,800 since it only went up 100 points to 3,600. I hope.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,232
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rutgersdave said:
FB already went up substantially this quarter but in the long run should go up second half. I did buy some PYPL down 17 after earning announcement and I did sell FB this morning.

I think AMZN should go up tomorrow to 3,700-3,800 since it only went up 100 points to 3,600. I hope.
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AMZN should be a $4000+ stock, easily. Looking forward to tomorrow. Good move on PYPL.
 
M

mdk02

Heisman
Aug 18, 2011
26,472
18,770
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Let me give you two words that might give you some pause and slow this celebration: "Lina Khan"
 
R

RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
mdk01 said:
Let me give you two words that might give you some pause and slow this celebration: "Lina Khan"
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Everybody has been hating Big tech for a long time. If they really get to do anything to these companies expect the market crash similar to the Chinese techs now.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113
rutgersdave said:
Everybody has been hating Big tech for a long time. If they really get to do anything to these companies expect the market crash similar to the Chinese techs now.
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Tank big tech = tank the market = tank the economy = those responsible lose reelection

Not gonna happen. :)
 
M

mdk02

Heisman
Aug 18, 2011
26,472
18,770
113
rutgersdave said:
Everybody has been hating Big tech for a long time. If they really get to do anything to these companies expect the market crash similar to the Chinese techs now.
Click to expand...

"They're serious this time." Boone to Otter - Animal House. I don't think there has been an executive branch as hostile to big tech as this. And while it might not be a majority, they have significant support in Congress.
 
R

RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
mdk01 said:
"They're serious this time." Boone to Otter - Animal House. I don't think there has been an executive branch as hostile to big tech as this. And while it might not be a majority, they have significant support in Congress.
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I think I saw they are 22% of the S&P. Both Republicans and Democrats hate them .
 
R

RU05

All-American
Jun 25, 2015
14,660
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@ScarletNut 's LC with a big pop off earnings, and an analyst's review of those earning.

Was up 40% in after hours.

Though when I originially looked at the chart I brought up a 5 year chart and thought it was a 6 month chart and thought the move off the bottom was 4x. It's merely a double.
 
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