Off-Topic Stock Market & Crypto Discussion

[Cmuri]

Hype piece.

 

[Cmuri]

Tesla looking for a wedge break this week. 3rd attempt.

 

[Cmuri]

Breaking news on BYON!

 

[mr.h]

TSLA and Alphabet earnings this week.
Job claims and durable goods orders this week..
I believe durable goods will drop. Jobless claims should be as expected…

 

[Cmuri]

 

[PatrickCane]

BYON is running today like it stole something. Lock in profits (44% for me) or hold for longer term gains?

 

[Tony4Canes]

BYON is running today like it stole something. Lock in profits (44% for me) or hold for longer term gains?

I'm sure @Cmuri will update soon then

 

[Cmuri]

BYON is running today like it stole something. Lock in profits (44% for me) or hold for longer term gains?

I’m over 100% gains. Never hurts to take profits. Might stay in $10 for awhile. That being said. The genius act is a gamechanger for tzero. Im Going long but might take a little off the top.

Also wouldn’t be shocked if an offering at any point.

 

[Cmuri]

 

[Imukat]

BYON is running today like it stole something. Lock in profits (44% for me) or hold for longer term gains?

So Lemonis tipped everyone off. Did I miss the boat or is this a buy and hold for the long run?

 

[mr.h]

Weekly calendar​

Monday​

Economic data: Leading index of economic indicators, June (-0.2% expected, -0.1% previously)

Earnings: Cleveland-Cliffs (CLF), Domino's Pizza (DPZ), Steel Dynamics (STLD), Verizon (VZ)

Tuesday​

Economic data: Richmond Fed manufacturing index, July (-4 expected, -7 previously)

Earnings: Capital One (COF), Coca-Cola (KO), DR Horton (DHI), Enphase Energy (ENPH), GM (GM), Lockheed Martin (LMT), Philip Morris International (PM), SAP (SAP), Texas Instruments (TXN)

Wednesday​

Economic data: MBA mortgage applications, July 18 (-10% prior); Existing home sales month-over-month, June (-0.7% expected, +0.8% prior)

Earnings: Alphabet (GOOGL, GOOG), Tesla (TSLA), Chipotle (CMG), Alaska Airlines (ALK), AT&T (T), Fiserv (FI), Freeport-McMoran (FCX), GE Vernova (GEV), General Dynamics (GD), Hasbro (HAS), IBM (IBM), O'Reilly Automotive (ORLY), QuantumScape (QS)

Thursday​

Economic data: Initial jobless claims, week ending July 19 (230,000 expected, 221,000 previously); Chicago Fed national activity index, June (-0.28 previously); S&P Global US manufacturing PMI, July preliminary (52.7 expected, 52.9 previously); S&P Global US services PMI, July preliminary (53.1 expected, 52.9 previously); S&P global US composite PMI, July preliminary (52.9 previously); New home sales, month over month, June (+4.3% expected, -13.7% previously)

Earnings: American Airlines (AAL), Blackstone (BX), Deckers (DECK), Dow (DOW), Honeywell (HON), Intel (INTC), Keurig Dr Pepper (KDP), Nasdaq (NDAQ), Nokia (NOK), Southwest Airlines (LUV), Union Pacific (UNP)

Friday​

Economic data: Durable goods orders, June preliminary (-10.8% expected, +16.4% prior)

Earnings: Charter Communications (CHTR)

 

[Cmuri]

Don’t mean to make this a $BYON stock page lol

Tzero will get its value unlocked. Hope they don’t sell it for Pennies. If applied to the NYSE like some of us believe it will. The valuation could be insane.

 

[TheEye]

Great day today. Even MRK making a comeback.

 

[mr.h]

Google beats….Capital expenditures to climb.

 

[mr.h]

Google beats….Capital expenditures to climb.

Expect tech to be up tomorrow

 

[Cmuri]

Tesla down. Looks like they want to give us some cheap shares this week and next.

 

[mr.h]

Tesla down. Looks like they want to give us some cheap shares this week and next.

Musk warned of some rough quarters.

 

[TheEye]

Today is decent, but the Aug 1 tariff deadline looms. Hopefully no bad surprises.

 

[Cmuri]

Musk warned of some rough quarters.

Usually best time to invest

 

[Calinative]

Musk warned of some rough quarters.

It’s only logical too. Right now is a shift in priorities from Vehicle deliveries to self driving rollout that is expected to to take a year or so maybe 2 to be fully rolled out nationwide and hopefully internationally.

And this quarter is the end of the EV incentives for the $7,500 tax rebate which I’d imagine significantly pulls forward demand into Q3. And then because of that it only makes sense for them to delay the rollout of their cheaper Model Y by a quarter. Now maybe that means they can build up a stockpile and then when every other Ev loses their $7,500 incentive, Tesla is sitting there with by far the cheapest EV new and ready to be sold… but new product takes time to rollout and the other thing is they will be manufactured on the same lines as current model Ys. So really maybe they choose not to even create the stockpile because they usually only have 20-30 days of inventory. So really you should expect every Model 3/Y manufactured over next 2 months to be sold by end of EV credit. Manufacturing the cheaper version now would actually cost them money…

I’d expect Q3 deliveries and auto gross margins to be high, then Q4 and Q1 likely to be low. Plus the energy deliveries will likely slow growth for another quarter or two because their Lathrop plant is maxed out and Shanghai is just beginning to ramp (for their mega packs).

Literally all that matters for Tesla at this point that makes it a buy or sell is If you believe they will win Autonomy. If you think they do the stock has another double in it. Super long term if you think they will win in Robots it’s, it’s got another doubling…