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  1. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla is contracting for major data centers to be constructed - most recently with Dell.
  2. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Like we have been saying... "Tesla is one of the most crowded stocks for short selling. Tesla ranked second in the April Hazeltree Shortside Crowdedness Report with a score of 97 out of a possible 99. The score ranked Tesla second among all large-cap stocks. with a perfect score of 99."...
  3. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There will be a $60k CT by 2027, the $40k version won't come until 2030 - CT Shanghai, CT Berlin, CT Austin all at full ramp.
  4. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What an ungrateful moron Leo is.
  5. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Forgive me if already posted, but it's probably worth posting again anyway.
  6. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.google.com/amp/s/www.teslarati.com/baidu-tesla-robotaxi-china/amp/ "Baidu’s General Manager for the autonomous driving department, Xu Baoqiang, told Shanghai Securities News that the auto company would consider potential collaboration opportunities with Tesla. Baidu might use...
  7. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You are then convinced that "the mainstream media" is in the business of selling you the truth?
  8. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @Knightshade You are getting lost in minutiae. Simply graph SP and short interest 2021-present. You'll see the inverse correlation that is quite suspect.
  9. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agree with all. Just want to clarify the highest short interest by $$amount was just over $40B in second half 2020. You are correct, we are almost at $20B now, which is not low by historical standards to be sure.
  10. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @Knightshade I won't be long-winded in my response. I'll keep it simple: Shorting a stock heavily near all time lows is paradoxical because generally it makes more sense to short a stock as it is near its highs, not it's lows. "Piling on," as you said, is exactly right. Piling on the keep...
  11. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's cumulative volume. So Berlin and Texas are now where Fremont was all the way to the left of the graph.
  12. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's actually not misleading. As I said, you are missing my point. You keep trying to compare TSLA when it was worth 10x less market cap to TSLA today. Of course we aren't going to ever get near 30% short interest again. I meant "record short interest" over the past ~3 years, in this stage of...
  13. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A higher % of float makes the stock more prone to a squeeze, but I'm not sure it's a more useful measure when it comes to the point I am making. My point is that high short interest often paradoxically coincides with a relative minimum of the SP. I hope I don't have to explain again why this is...
  14. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Both the market cap and operational (Rev & EBITDA) milestones simply had to be met. More than that, they were sustained for several Qs each. I'm not sure what your point is in pointing out we are currently below the "final triggers" because they already triggered. I find it extremely suspect...
  15. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Successful results disagree with your opinion. Can you even name another person in the modern world who has simultaneously grown, from start-up, two of the most hypergrowth companies in the history of mankind in some of the most difficult industries to compete in? This doesn't happen in the...
  16. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We'll take your word for it. You seem to have ample experince in all things embarrasing.
  17. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Or not. Your contrarian speculation is not substantive. So maybe you'll find this important in the article you shared. The same article states that Zhu (head of CT manufacturing) said on his LinkedIn.. "After triumphing the epic launch of Cybertruck program and ramping the volume production...
  18. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do you feel your language accurately reflects reality (that Elon is actually sabatoging the company) or what was actually said by @EQC_ ? Because I don't
  19. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Key takeaway confirmed "The Tesla Cybertruck production ramp has been going about as expected, with Tesla achieving a production rate of 1,000 units in a week last month. The goal is 5,000 a week in the first half of next year."
  20. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @nativewolf and @sunwarriors and @Doggydogworld don't get it even when you spell it out for them. Perhaps you can make it even more clear than this?
  21. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It would be useful...if it could work over 40mph, at night, in the rain...but the Mercedes autonomy cannot and the Tesla can.
  22. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    To be fair, this video from Omar is made in direct response to Consumer Reports rating Mercedes higher than Tesla... ...and as you insinuate, Mercedes is similar to basic Autopilot - circa 2018 or so... Because it's horrific, and it's obvious to anyone capable of even remote levels of honesty.
  23. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What a joke Mercedes is. Not sure if this Mercedes vs Tesla autonomy video was already posted. Punchline: Mercedes requires 44 interventions with many extremely rookie mistakes typical of maybe late 2022 FSD. There is absolutely no comparison. The Mercedes product should be taken off the market...
  24. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In the daytime, without inclimate weather, as long as the car is equipped with the costly array of required technological upgrades....etc...etc. If this was Tesla's "solution" Business Insider, Bloomberg, NBS, Wall Street Journal, Reuters, and the other usual suspects would have a field day. Of...
  25. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As @Papafox has shown us over 60% short trading over multiple sessions this past week, we ought to see these numbers continue to creep upward. The latest short interest reports up to 4/30/24 bringing short interest to a nearly ATH, paradoxically near a relative minimum stock price - per usual...
  26. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.google.com/amp/s/www.teslarati.com/tesla-china-continues-exporting-vehicles-q2-nears-midway-point/amp/
  27. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    10 cities (not even the entire cities, just very small geofenced areas of those cities) and 50k vehicles by the end of NEXT year? I'll ask you again, how do you suppose they scale quickly enough to compete in every market? In my view, 10 cities and 50k cars by 2026 is about two orders of...
  28. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    People were fired. You act like they were bound, tortured, and publicly humiliated. With every post @alexxs88 you expose your intentions.
  29. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What is the basis for these silly rhetorical questions?
  30. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How do you suppose Waymo scales quickly enough to even compete in every market? Waymo One is in THREE cities. Their vehicles are 3-4x the cost of Tesla to manufacturer. They don't mass produce robotaxis. They also haven't solved autonomy - far from it, even in geofenced areas they block...
  31. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "Lazy boomer" is kind of redundant, doncha think? 🤪 I'm totally joking. My sincere comment: I want to come to the defense of boomers. People use "boomer" as a pejorative, and I am grateful for the boomer generation as they are responsible for the many luxuries I enjoy - which, in turn, make me...
  32. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is a good distinction to draw. The highway nag rate on 12.3.6 is already so infrequent compared to the 11.x version, I would be surprised if they dropped the nag from city streets in v12.4 and kept it for highway (which is far less critical than city).
  33. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For those her care to visualize your point
  34. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Latest from Zanegler: [recommend 2x playback spd] Tesla Semi Dominates (3/6) 4.5 mins @ 2x Tesla Semi Factory Update (3/2) 6 min @ 2x
  35. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It certainly did last summer when we almost got sideswiped by a boxtruck at 2am on a highway in Massachusetts - it was our on right in what we refer to as "the blind spot" although FSD was obviously not blind to it. My cousin was driving, I was the passenger seat. We were in the middle lane on...
  36. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It didn't, but that's a great point!
  37. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Because humans are horrible drivers, thanks for the alley oop 🏀
  38. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I love it when @DarkandStormy responds with the 😄, because isn't it obvious...I am proud to bring laughter to someone who self identifies as "Dark and Stormy"
  39. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This huge round of layoffs may be the ultimate sign that robotaxis are upon us. For each fired employee, there had existed options that they lost and will never vest. Less future dilution. Sort of like a share buyback, but without the "buyback" - call it share retention perhaps. Elon is getting...
  40. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The ole purchaseable hidden range trick. Brings me back to the days of my 2016 60D 75D. Brilliant!
  41. Musskiah

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    PBD compares Musk's move to limit super charger expansion to Rockefeller - an interesting theory. I'm not saying I buy it, but I enjoy listening to speculation.