Elon tweet supporting “RIP CCS”
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Stretch2727
Engineer and Car Nut
The customer is the real winner here. It's good to see the better solution being adopted....does not always happen.
Now that's leading!!!
What the hell.... Mary Barra is how hosting Twitter space with Elon Musk on future of EV charting now. Seconding coming of Ford, announcing adopting to NACS?
Edit: Elon kind of confirmed it:
Edit: Elon kind of confirmed it:
Knightshade
Well-Known Member
If you exclude the dead-car-walking Bolt, GM and Ford combined to sell less than 15,000 BEVs in Q1.... VW and Hyundai/Kia together sold over 22,000... (plus thousands more from BMW, Rivian, Mercedes, Volvo, Polestar and handfulls from others)--- so I'm not sure CCS is ENTIRELY dead yet... but I wouldn't sell it any life insurance.
Artful Dodger
"Neko no me"
TSLA is sneaking up on Technical resistance from Nov 01, 2022 which was 237.40 over 7 mths ago. We're now at $234.85 (3:50 pm ET)
View attachment 945071
Personally, I think FOMO beats TA this run...
Cheers to the Longs!
Well, we marched up smartly to that resistance level by 4:20 ET during the After-hrs session:
TSLA After-Hours Quotes Live
This page refreshes every 30 seconds.Data last updated Jun 8, 2023 04:19 PM ET.
| Consolidated Last Sale | $235.565 +10.995 (+4.90%) |
|---|---|
| After-Hours Volume | 1,444,431 |
| After-Hours High | $237.9 (04:19:07 PM) |
| After-Hours Low | $231.0504 (04:11:47 PM) |
So Technicians have had their way, now let's see if the Bulls outnumber the Bears...
Cheers!
2daMoon
Mostly Harmless
My head is already spinning over thinking what a catalyst the Ford announcement was, and now GM too! 
If this is a dream, please, please, don't wake me up.
If this is a dream, please, please, don't wake me up.
Press release is out:
Tesla will in future be energy provider for almost all EVs. I expect the supercharger network to grow much much faster. The utilization will also increase and this is going to create a flywheel effect. The day is not far when majority of superchargers have storage with them connected to Tesla solar/ and other renewable grid sources. With autobidder, Tesla will get almost free electricity to store at supercharger megapack sites considering how quickly solar and wind are expanding. Next would be selling tesla home charger equipment to almost EVs. I just can not fathom how big this announcement is!!!!
StapleGun
Member
It's much more about GM and Ford's influence in the US than number of cars sold. With the three largest US automakers all on board, it becomes very risky for anyone else to continue down the CCS path.
If Tesla would actually disclose the financial terms of these deals that would really light a fuse.My head is already spinning over thinking what a catalyst the Ford announcement was, and now GM too!
If this is a dream, please, please, don't wake me up.
We all know non-Tesla EV's will pay double the rate of a Tesla owner but Wall St won't really realize the impact of that until it starts to show up in earnings. But I'm very curious to know what kind of direct payment from Ford/GM to Tesla is happening behind the scenes. Tesla will likely phrase it as "Ford and GM investing money to help Tesla build out the Supercharger network" but in reality, Tesla was already going to continue building out the Supercharger network. It's still payments to Tesla's cash balance.
Artful Dodger
"Neko no me"
GhostSkater
Member
Exactly. It's hard see how someone can't see the long-term implications of Tesla's Supercharging being the gas station of the future for all EV's. Tesla will no doubt eventually get all of their Superchargers off the grid with combination of solar/storage so the cost to them to run it will eventually be non-material while they charge for the usage.
The amount recurring revenue at high margin for Tesla is just as big as their SAAS FSD potential.
I think the fundamental thing that is happening - RIGHT NOW - is that the market is finally waking up that no one is coming for Tesla.....
They are coming with Tesla, behind them, using the tools that Tesla has built and that Tesla is the King!
They can be lots of princes but the King eats first.
Cheers to the longs!
They are coming with Tesla, behind them, using the tools that Tesla has built and that Tesla is the King!
They can be lots of princes but the King eats first.
Cheers to the longs!
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