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Off-Topic Stock Market & Crypto Discussion

Calinative said:
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…
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I threw money at BYD a while ago.... Surpassed Tesla (which I own).. and just did a 5-1 split
 
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mr.h said:
MSFT beats top and bottom line
META beats top and bottom line…revenue growth accelerates
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AAPL and Amazon tomorrow.
Mag 7 is back…better than expected Q3 outlook…this is going to boost investor confidence in the tech sector. APPL’s problems are China and being late to AI..
NVDA is selling Dem chips…
 
AAPL has to show increased sales. Now that they are moving manufacturing to India, Trump hits India with a 25% tariff.
 
08:30 USD Continuing Jobless Claims 1,946K 1,960K 1,946K
08:30 USD Core PCE Price Index (YoY) (Jun) 2.8% 2.7% 2.8%
08:30 USD Core PCE Price Index (MoM) (Jun) 0.3% 0.3% 0.2%
08:30 USD Employment Benefits (QoQ) (Q2) 0.70% 1.20%
08:30 USD Employment Cost Index (QoQ) (Q2) 0.9% 0.8% 0.9%
08:30 USD Employment Wages (QoQ) (Q2) 1.00% 0.80%
08:30 USD Initial Jobless Claims 218K 222K 217K
08:30 USD Jobless Claims 4-Week Avg. 221.00K 224.50K
08:30 USD PCE Price index (YoY) (Jun) 2.6% 2.5% 2.4%
08:30 USD PCE price index (MoM) (Jun) 0.3% 0.3% 0.2%
08:30 USD Personal Income (MoM) (Jun) 0.3% 0.2% -0.4%
08:30 USD Personal Spending (MoM) (Jun) 0.3% 0.4% 0.0%
08:30 USD Real Personal Consumption (MoM) (Jun) 0.1% -0.2%
Core price index up slightly
Initial jobless claims down slightly
PCE Price Index up from last month
Personal spending down
Employment wages up slightly
 
Time to buy the dip on Palo Alto?
 

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Amazon beat earnings: and revenue
• Revenue: $167.7B vs $162.09B expected• EPS: $1.68 vs $1.33 expected
AWS growth disappointing???
 
AAPL beats earnings and revenue
Best iPhone results since 2021…China?
AAPL to to purchase something big.
 
08:30 USD Average Hourly Earnings (YoY) (YoY) (Jul) 3.9% 3.8% 3.8%
08:30 USD Average Hourly Earnings (MoM) (Jul) 0.3% 0.3% 0.2%
08:30 USD Average Weekly Hours (Jul) 34.3 34.2 34.2
08:30 USD Government Payrolls (Jul) -10.0K 11.0K
08:30 USD Manufacturing Payrolls (Jul) -11K -3K -15K
08:30 USD Nonfarm Payrolls (Jul) 73K 106K 14K
08:30 USD Participation Rate (Jul) 62.2% 62.3%
08:30 USD Private Nonfarm Payrolls (Jul) 83K 100K 3K
08:30 USD U6 Unemployment Rate (Jul) 7.9% 7.7%
08:30 USD Unemployment Rate (Jul) 4.2% 4.2% 4.1%

Non farm payrolls down
Unemployment Rates up
Downward revisions
Job market weaker fo sho.
CNBC talking about a rate cut to help with job numbers
 
mr.h said:
08:30 USD Average Hourly Earnings (YoY) (YoY) (Jul) 3.9% 3.8% 3.8%
08:30 USD Average Hourly Earnings (MoM) (Jul) 0.3% 0.3% 0.2%
08:30 USD Average Weekly Hours (Jul) 34.3 34.2 34.2
08:30 USD Government Payrolls (Jul) -10.0K 11.0K
08:30 USD Manufacturing Payrolls (Jul) -11K -3K -15K
08:30 USD Nonfarm Payrolls (Jul) 73K 106K 14K
08:30 USD Participation Rate (Jul) 62.2% 62.3%
08:30 USD Private Nonfarm Payrolls (Jul) 83K 100K 3K
08:30 USD U6 Unemployment Rate (Jul) 7.9% 7.7%
08:30 USD Unemployment Rate (Jul) 4.2% 4.2% 4.1%

Non farm payrolls down
Unemployment Rates up
Downward revisions
Job market weaker fo sho.
CNBC talking about a rate cut to help with job numbers
Click to expand...
Things that might have been better stated a few days ago.
 
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