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Did you not see my post above (quoted below)? Jeez! It seems that it is everybody else's reaction that is generating more wasteful posts. I did not even respond to all the downvotes and criticisms early on, as I didn't want to clutter the thread further. It was only after @StealthP3D and @Fact...

I did not see those mod posts, as I've not read much of the prior posts of the day. But I did suspect that users and mods maybe getting tired of it. And so, note that I did not carry on an further Apple discussion, but merely posted info about two new polls that I made, and responded to one...

Okay, I didn't know that. Maybe, I'lll look for it. This has already expended so much time, and I'm not one for arguing. Waste of time, and I'm sure others here find it a waste of time.

You're flat out wrong. He's obviously not responding to every sell comment (the ones you cherry picked), but he has criticized many. I don't have access to his profile page, otherwise I would look through it for the comments. But I believe just this week, someone (maybe cherrywine or unpilot...

You completely skirted the issue I raised, while citing things that talk around the problem. I don't disagree with buy and hold or that Tesla can be 1000 in a couple of years and eventually 3000-6000. In fact, I'm a big fan of both those ideas. What does any of that have to do with my comment?

It seems to me that many topics are taboo here. Don't talk about service. Don't talk about S,X refresh/redesign. Don't talk about Apple. Are we to only smile, pat each other on the back, and make fun of shorts all day? Again, I say, if we cannot have critical discussion about Tesla at TMC, where...

Are you sure? Any talk of selling (or even suspicion thereof), and @StealthP3D is immediately on scene to issue a diatribe. And my comment was specifically in response to his latest diatribe accusing me of having sold my position. My posts were about three different polls, made in response to...

Also, if anybody doubts my loyalty or commitment to Tesla, just look at my very first post at TMC (below). I'm in fact an uberbull (aren't we all by virtue of being on TMC?), but like with all things in my life, I'm very critical and a stickler for details. If we cannot have critical discussion...

This to me demonstrates bias on your behalf. It's not just me, but I notice that you attack anybody who says anything critical about Tesla, making claims that they sold their stock or missed the run or that they're short. That really is immature and naive. You cannot understand how people can...

Agree. Unless we have some really incredible news, we're not going to make a beeline to ATHs from 250s. There will be some correction before that, where we drop about 50 points at least. But it does seem that ATHs is within reach fairly soon, sometime in the next six months, a year on the...

A comprehensive history of Project Titan (Apple's "secretive" car project): Apple Car: It's no secret, Apple's actively working on Car tech "Reliable Apple analyst Ming-Chi Kuo also believes that Apple is still working on an Apple Car that will launch between 2023 and 2025. Kuo believes the...

Okay folks, since some of you were challenging the premise of my first poll, claiming "neither" or "that Apple is irrelevant", I made a new poll to gauge the opinion of the wider TMC investor community. So everybody, please let's have a vote. If you vote "Yes" here, I ask that you then please...

As I've said before, I don't want to see Apple acquire Tesla, nor do I want to see Apple coming out with a car. Nonetheless, for the sake of objectivity, I try to consider how things may transpire in the market regardless of my own desires. After all, isn't that what objective investors should...

Please take the new (updated) poll (thank you!): Edited: Apple as a worthy competitor, benevolent partner, or benevolent acquirer?

Looks like a double top, with a possible island reversal (if it gaps down tomorrow). But, I still think there is a greater than 50% chance we hit 350 or higher soon, as there is a gap fill around 345, and the pickup news is adding momentum. Macros are the wild card. At some point I think it...

A comprehensive history of Project Titan (Apple's "secretive" car project): Apple Car: It's no secret, Apple's actively working on Car tech "Reliable Apple analyst Ming-Chi Kuo also believes that Apple is still working on an Apple Car that will launch between 2023 and 2025. Kuo believes the...

Edit: For those wondering, Benevolent Partner could mean many things (short of actually acquiring Tesla in whole). For example: Apple makes a cash investment and remains a silent partner; Apple and Tesla partner on just software and carOS; A more deep partnership involving R&D on autonomy and...

This Poll Has Been Updated Made a poll to gauge the opinion of the TMC community in light of the on and off Apple discussions. This poll is updated to add a third choice: benevolent partner. The first poll was too polarizing. The third choice offers a middle ground, while still being realistic...

Honestly, I don't think we can determine that from the publicly available info, which I've been following closely. See the link below for a summary. Apple is very secretive. At the least, I think the issue is worth considering hypothetically even if you don't think the premise is true currently...

Ha, ha... let's hope so. It would be one way to resolve the question.

I think that's too easy. Almost everyone of us (including myself) would say neither. Or we would say that Apple is not an effective competitor. Those are too easy and the obvious choice. No need to have a poll. The difficult question is what the poll addresses.

That's the question. They certainly have enough money. On the other hand, Apple likes its money and doesn't like to waste it on low margin businesses, which traditional auto manufacturing is. They need to determine whether the profits from the software side (FSD, carOS) are worth it.

Yes, I agree. As I've previously stated I would prefer neither. But our desires and reality don't always match. If Apple is intent on entering the market (which it seems to be, though we don't know for sure), which outcome would you, as a Tesla investor, prefer?

Okay folks, given the heated Apple discussion yesterday, I made a TMC poll, if anybody is interested: Apple as a worthy competitor or benevolent acquirer?

Made a poll to gauge the opinion of the TMC community in light of the on and off Apple discussions. Want to emphasize that the choice of competitor above is qualified by being "worthy" and not simply a second rate competitor. Not saying that either Apple or Tesla will win, but that Apple will...

Good observation. Apple with and without Steve Jobs is like Tesla with and without Elon Musk. Look what happened after Jobs was booted out of Apple in the 80s. Before he was finally brought back (as part of the Next purchase), Apple was on the verge of bankruptcy. They were licensing clones, the...

C'mon SpaceCash, you're the uberest of the uberbulls here. You know it's going much higher. Buy those calls back at the open tomorrow. Show us the way!

This is likely true. Certainly Buffett, a major Apple stakeholder, would raise an eyebrow. He was actually asked about this in a CNBC interview this year, and he said, while it's not his decision, he considers it a bad idea, primarily because autos are a capital intensive business. Both Cook and...

I think InsideEVs idea and render of the pickup truck is the best guess and also coolest looking, given that it is likely to be very unconventional looking vis a vis Musk's comments about armored carriers and Blade Runner, and given a very similar render was in the SpaceX Mars PR images...

Any articles or other links to back that up beside user comment? I have not seen anything to that extent. They did, however, let go about 200 people back in February from many different departments. But one cannot draw any definitive conclusions from that, as there have been reports of hardware...

To be clear, we need to distinguish between design and manufacture. Yes, Apple only designs all its products, and is mostly manufactured by third parties outside the USA. The question is not whether Apple will actually manufacture cars, but whether they will design their own car (to be...

This is very true, and one of the reasons Apple may NOT enter the market. They have to weigh this against the money they can make from autonomy and carOS. Partnering, like Google, would be less capex, but it's not really Apple's way to just do software. IMO, they really are in a conundrum. I...

Hmm... Nah, can't be. Can it? Please people, let's not talk about any refresh or redesign. Taboo!

How do you know this? Is there a source you can cite? Would love to know if this is in fact true.

No, I have zero Apple shares, as I believe it is fairly/fully valued or at least limited upside (compared to Tesla and other stocks). Haven't owned Apple for years. I have tons of TSLA shares. I don't want to see Apple acquire Tesla, nor do I want to see Apple coming out with a car. Nonetheless...

A kinda agree with what you're saying. FSD and CarOS go hand in hand. CarOS (games, apps, ads,) is not that useful until FSD arrives. Once you have FSD, all occupants will be riders/passengers and will be free to interact with the carOS. And then, carOS will have significant value. Of course...

The reason Apple and Google are interested in EVs is not for the hardware side but the software side. Autonomous (FSD) software and carOS have hundreds of billions to trillions of dollars market opportunity. This dwarfs the profit from just car sales or the pure hardware. And software is their...

Why software companies (including Tesla) will dominate auto going forward; and why Google, Apple, Amazon, Tencent, etc. (and not legacy OEMs) are likely to be Tesla's biggest competitors: Elon Musk on Twitter Tesla is updating its internal OS, will focus on securing customer accounts next, says...

I don't know about this. Can't specifically speak to Apple's R&D efforts. But we are still in the early days of EV market penetration. Be it Apple, VW, F, GM, or a new company, I don't think its too late to enter the race to be a competitve EV/smartcar maker, provided one is committed and...

And Reuters (and SA) just out with this story: Tesla plans after-sales network expansion in China as Shanghai factory spins up Tesla going all out in China - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha "Gearing up for the open of its $2B Shanghai plant, its first overseas factory, Tesla...

Elon Musk pitches Tesla electric pickup truck to the US military - Electrek "Tesla’s CEO made the comment during the ‘Air Force Space Pitch Day’ in San Francisco yesterday. "He was primarily talking about his efforts at SpaceX, which is already working with the US Air Force, but the CEO also...

Lest we forget, Tesla too has cut its workforce several times in the past. Move fast and break things is the philosophy of Silicon Valley. Be careful about drawing conclusions. I would not underestimate Apple. A comprehensive history of Project Titan: Apple Car: It's no secret, Apple's actively...

Did you see my post (below)? So this is then true (prices are dropping for S,X)?

Interesting. I maintain that Apple is the number one threat for Tesla. Not VW, not Mercedes, not GM or F. If they have indeed dropped out, that is welcome news! But the above piece of news, while a valuable data point, is obviously not conclusive. I can't imagine Apple giving up that easily...

Elon Musk speaks at Air Force 'Pitch Day' as military seeks to deepen ties to commercial space - CNN

In stunning upset, Democrat Beshear is apparent winner in Kentucky governor race, a blow to Trump, NBC projects

Who here has been naughty? 'Infinite leverage' — some Robinhood users have been trading with unlimited borrowed money "The cheat code was being shared on social media site Reddit, with one trader claiming he took a $1,000,000 position in stock using only a $4,000 deposit. Through Robinhood...

Anybody know what the deal with the below story is? FUD? Or due to Raven causing older model S,X prices to drop? Some of the used price drops took place before Raven, which could be due to Tesla lowering prices on S,X earlier, and maybe also due to model 3 pushing S,X lower?? CarMax has stopped...

Hub motors? I don't think you guys are being innovative enough. Apple wanted spherical wheels for its autonomous car "One feature being explored, though, could’ve been a real game-changer. One part of the Titan team was supposedly looking at spherical wheels, which would be able to rotate in...