저자: OracleTim · 외국인
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테슬라 주가 6% 급락 원인으로 일론 머스크 매도 가능성을 거론하나 Form 4 공시는 없다고 함. 중국 보험 등록대수 12,977대는 기대치(16,000)를 하회. 12월 CPI(예상 7.3%)와 FOMC 50bp 인상을 앞두고 있으며, 발표 결과에 따라 시장 반등 기대. 머스크의 트위터 인수는 장기 계획일 수 있다고 옹호. 테슬라 2023년 호재(사이버트럭, FSD, 소형차, 세미트럭) 나열 후 하락을 매수 기회로 봄.
다듬은 글
hello oracles is Elon selling shares Gary black just tweeted out a Bloomberg report showing that Elon or somebody on the inside over at SpaceX has been selling some shares as they're putting them up for sale for 77 a piece so now the question is is this where he is selling his shares in order to fund Twitter or is there something else going on over on Tesla's side we did see a six percent loss yesterday a massive underperformance based upon the market moves we did see 110 million shares trading hands when we saw Elon selling last that was right around that level that we had seen did he sell both we don't know there were no form four filings that came out to let us know that Elon was selling any shares of Tesla all we got was this Bloomberg report about SpaceX we do know that the last chance that Elon would have to sell any shares of Tesla stock before the end of the quarter is two weeks before the end so by the end of this week I have to check the dates on it I think it's December 4 14th maybe the 16th I will find out for sure for you guys but sometime this week would be the last opportunity Elon would have to sell shares unless he sold them through a pre-planned 10b5-14 so again we will find out for sure and as far as I'm concerned not a big deal I don't even know if he did sell yesterday we did get numbers that came out today for the insured Vehicles over in China and maybe some of those numbers were kind of anticipated ahead of time maybe that's why we saw the stock fall yesterday we got the numbers coming in for insured vehicles at 12 977.
now this did fall short of Troy teslick's estimates of 16 000 so I'm still awaiting for his reaction on this to see as to why it could have fallen but it is still an increase of over 1 000 Vehicles insured from last week so as far as I'm concerned growth is growth we're moving in the right direction we do know that China right now is facing some economic challenges and headwinds so this is something that is playing into that also so we're just paying attention to this again this is a lot of near-term stuff that's going on we're going to get through this it's just a matter of when but again you guys can let me know in the comments below do you think the movement we saw yesterday was Market manipulation do you think it was maybe somebody had some information about these insured Vehicles ahead of time or do you think it was Elon selling some shares of Tesla as well and one thing that Elon did respond to over on Twitter was talking about what the number one priority is and for him it is getting rid of this woke mind virus and really kind of cleaning that up and we discussed it before about the fact that you know they're trying to change the world with renewable energy is awesome you know this is a direction we need to go but when it comes to regulations through a lot of things for all of this if we don't free up the cultural and societal just mentality of what is going on in that very far left side of things there could be some issues and in elon's mind he needs to fix this and this is his number one priority so for him to be able to take some some money out of his current companies to put it into something like a Twitter where he feels is going to make a larger and greater impact for all of humanity and civilization in the future that is his decision that he thinks is the right thing to do and again I know many of you on here are frustrated with that you don't think that's the way he should go but it's his money it's what he wants to do what he feels is best for all of humanity he's not doing it to make money and as far as I'm concerned a lot of the complaining that I hear over on Twitter is people who are just complaining about the fact that their portfolio is down Elon is trying to use money to better civilization and Humanity in the future he's not looking to better himself financially the people who are complaining from what I have seen are people who are just looking to better themselves financially so again I go back to the comment I made earlier are you in this for the mission or are you in this for yourself again there's nothing wrong with being in it for yourself you know that's why a lot of people invest as they're trying to do better for themselves self for me I'm trying to invest for myself and my future generations with my son and other Generations as well after him so for me I'm looking longer term so I think we are going to get past this so I understand the frustration because that's what I'm in it for but Elon is just on a much larger scope and so I'm trying to take a step back and not be as selfish in the moment and say you know what he's doing what he feels is best in the future who knows maybe elon's plan is to take Twitter and 10x it over the next four years send it and go back public with it and then sell off a whole bunch of Twitter to buy Tesla shares back up before Optimus hits the ground and really takes off with Tesla again maybe that's the plan and so I'm not saying that what Elon is doing is right or wrong he's doing what he feels is right and for me based upon what he is saying he's doing it for I'm supporting this we are hearing a lot of news coming out over on CNBC talking about all of the drama that's going on elon's pissing off a whole lot of people on the left and he's ostracizing people and I gotta tell you that is true but he said that's what his plan is he goes when you're equally pissing off the far left and the far right you know you're doing the right thing and right now the way I look at it is there were a lot of people in the middle the majority of people in the middle who have felt ostracized for the last four five six years because they weren't on one of the extreme sides now we have all of these people who are in the middle who felt ostracized who are now coming back so the numbers are actually the majority of people who are coming back this is why we see more action and more daily average users over on Twitter it's because the majority of the people now feel like they have a voice again so yeah he is ostracizing and pissing off people on the left and the right and it's more so on the far left because as we have seen from the Twitter files seems like there was a little bit more left-leaning going on when it came to Twitter so there's naturally going to be more people people on that side that are going to be pissed off it's just where we're going but you guys can let me know in the comments below where you feel do you feel that you had been ostracized from a lot of what was going on in the world because you were in the middle I'm one of those people you know before covid started I considered myself just left of center and as we kind of shifted over the last few years I kind of felt like I was more right of Center you know Elon said it himself that's where he felt and I kind of felt the same way you know and I didn't change my mentality I still feel the exact same way as I did I still feel that my beliefs are the same as they were before but it kind of society shifted a little bit from me that's just how I feel and again you guys can let me know in the comments how you feel and if you feel like now you have a voice again and so putting all of that drama aside we do have the CPI data that's coming out today we are looking at a 7.3 percent expectation for year-over-year numbers last month we got 7.7 percent so as long as we are moving in that direction I will be happy with it again we saw the PPI Miss but that was moving in the right direction so I think anything under 7.7 percent is a good thing I would like to see it closer to that 7.3 percent and if we get a 6.9 percent we could see quite an explosion in the stock market and go significantly green and we are also looking at a month over month number with an expectation of 0.3 percent where last month we had a point four percent as of the time of this recording all of the indices and Tesla are all green and by the time you guys watch this we will have that CPI data out now don't forget tomorrow we do have the fomc meeting and we're going to be getting our interest rate hike again we are expecting that 50 basis point hike and the fact that today starts that fomc meeting and we get the CPI data I wonder if the information we get from CPI May sway that interest rate decision one way or the other if we come in with a number that is a little more extreme on one side or the other than we initially thought so again we were down six percent yesterday just speculating on any sales that Elon had sounds like he was selling some shares or it's putting up some shares of SpaceX for sale we don't know if there were any Elon sales for Tesla stock yesterday we are going to have to pay attention if he did end up selling yesterday he would have 48 hours to put out those form four filings which means that by Thursday we would find out for sure if he did sell as far as I am concerned I am still taking this as a buying opportunity I did add more yesterday myself and I will just pay attention as we go forward if we dip more I'm just gonna buy more because I do see this doing very well we're looking at a 2023 right now that has a massive lineup coming we're looking at potentially the entire economy finally starting to turn around at the time we're going to have the Cyber truck getting released FSD is closer to being solved we're going to have the compact car most likely getting announced either at the end of next year or beginning of 2024.
we are going to be having the semi truck really coming out with production we'll get more information when it comes to the sales price on that lots of amazing things that we have going on for Tesla in 2023 don't forget we're still awaiting some gigafactory announcements so much fundamentally strong going on with Tesla and the fact that Elon has already told us that he basically doesn't do as much over at Tesla as he did before because it is basically running on autopilot without him because the team over there is so strong so the key man risk is out of the play we now have a strong fundamental company moving forward with some of the biggest risk factors starting to get removed from the stock now we're also going to have the institutional investors coming in we discussed it last night seems like there's even more institutional money coming into the stock itself while retail is starting to pull out so if big money and institutions are seeing the fundamental progress of the company itself and they are buying in because they're ignoring all of the noise why are we not doing so as retail investors many of you in the comments have told me that you guys are excited and buying as well and that is awesome I love to hear that none of this is financial advice you guys are obviously doing your own due diligence and research and making those decisions on your own and I do support them because I am doing the same foreign
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