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Forgive me if I’m misinterpreting your posts, but I am curious as to why you appear to look at the call walls above current stock price as a positive? Historically, big call walls above the current stock price are a large negative - not a positive. Whereas large put walls below the current stock...

Why are you focusing on Price/Sales? It is an essentially meaningless metric for comparing companies with vastly different gross margin and growth profiles. For all its issues, the classic PE ratios and PEG ratios are far better to use.

This might be a good cashflow move, in that the export markets Shanghai serves have plenty of Y inventory, so this quarter might see that drawn down and less stock shipped to replenish, meaning deliveries in those markets should exceed production from Shanghai to those markets, improving the...

Interesting little piece on retail holdings: EDIT: Would take this article with a grain of salt though, given the appearance of “Direxion semis 3X long” ETF being at 0.7% average weighting. Anyone else even hear of that? Is that popular with the Reddit WSB apes crowd perhaps...

Yes, we have grown GDP since 2006 at ok rate supported by high immigration etc, but the previous chart in my post was GDP per capita, showing damage was all done in the years following the mid 80s reforms, when NZ went from one of the relatively richest per capita GDP in the world with a high...

I mean, the results for that period speak for themselves unfortunately: Using current PPPs this graph charts gross domestic product (GDP) per capita for seven countries against the OECD average (which is 100). It shows that in 1976 the New Zealand GDP was above the OECD average, and the...

It was viewed as a grand experiment, which resulted in large structural changes to the economy. Our manufacturing sector was decimated, but the country continued to grow in other areas with considerably lower wages (services, primary sector, tourism). One can argue the reforms “ripped the...

No idea why you can’t see it on his X feed - here it is, still up right now:

Not sure I saw this shared yesterday: TSLA Chan previously has been a solid reporter of china tesla news, but to be clear he is summarizing a news report here I believe.

New Zealand was one of the first in the world to embrace radical free trade policies starting in the mid-1980s, eliminating nearly all subsidies and import tariffs. Decimated the domestic manufacturing sector, never recovered.

Great takedown of Axios! I had no idea they were owned by Cox, and I will refrain from paying any attention to them, especially on anything touching on automotive companies.

But of course China is one of, if not the worst, for protectionist measures, Not just tariffs, but literally blocking many foreign companies from even operating there. I doubt Musk has mentioned that once?

Latest brand survey. Continued weakness. Tesla Motors' brand reputation continued to slip over the last year as the antics of polarizing CEO Elon Musk and other issues tarnished its once-impeccable image, according to new Axios Harris Poll 100 survey results. Why it matters: Tesla soared to...

You are right that Nvidia would be screwed if they got cut off from China & Taiwan. Apple though is at an annual run rate of $70 Billion gross profit from its services business alone - most of it from outside China, and has been slowly but steadily spent the last decade duplicating its supply...

Rugged off roading compact? Think they might be getting a bit confused there somewhere. Probably mistaking it for a durable robotaxi (eg the internals designed for the “wear and tear” beatings a taxi will receive).

Why would the board be responsible for the company getting bloated? The board is not responsible for any of the operational responsibilities. That responsibility lies solely with the executive team, the CEO most of all.

Chinese build a lot of things a lot cheaper than American companies can, that doesn’t mean American companies dont still dominate their own home market and take a sizable share of international market. (Especially when your government adds a 100% tariff to chinese imports) We dont even have to...

The Tesla Master Plan version 1,2 & 3 authored by Elon were all about transitioning the world to sustainable transport by rolling out massive quatities of EVs to replace the worlds ICE fleet, rolling out massive battery cell output to enable vast amounts of stationary storage to complement...

Replying to a few above posts: There are already both Electric motorbikes available (a lot of different models) and also Passenger Electric aircraft already in operation (small & short range).

Would recommend everyone read the linked to article about the current state of the 4680 program.

China weekly registrations: 9,800 Just a slight dip from same week a year ago (which was 9,990). Photo from TSLA CHAN on X:

I don’t recall any of the other companies I have invested in paying money to advertise an upcoming shareholder vote. Has anyone else ever seen that? This is a weird move.

Maybe we keep the steering related conversations out of this thread which is specifically about near term financial projections?

Wait - how is autonomous driving on highways not useful? We spent the better part of last decade shouting to everyone who would listen how good an experience it was to have autonomous driving on highways as a great Tesla feature.

I down voted this comment as i disagree that this is an “act of desperation”. “Buying down” finance rates like this is common place in the auto industry from all vendors. I am happy to see Tesla finally offering this in the USA rather than simply discounting the price, after they had started...

Wow this is a big move! For anyone unfamiliar - this means Tesla is absorbing the multi thousand dollar difference between the interest rate these cars are being financed at and the 0.99% rate Tesla is advertising. In the past in the USA Tesla has usually just dropped the vehicle price...

I thought BP was indicating that they were open to any approaches from third parties who were working with Tesla to have superchargers placed on their property and had their plans disrupted by Tesla last week. BP are also looking to hire members of the 500 supercharger team that were laid off...

Perhaps this is quite different to the USA, but here in New Zealand, most new EV chargers are being installed at Petrol Stations. Usually any large petrol station here also opt to have other additional high margin revenue streams that require no additional labour (food, automated car washes...

I can see even in high car ownership countries, that robotaxis will significantly reduce total car ownership by the elimination of many households having to own more than one car. Owning a car is expensive, regardless of how often it gets used, considering even if one drives it infrequently one...

Ah right, that would make more sense.

All of Tesla staff working 80 hours a week? That is insane if true. You cant have production line workers in Fremont & Texas working 80 hours a week. Thats 13 hours a day, 6 days a week.

Joe Tegtmeyer reporting a slowdown in Texas Model Y production caused by layoffs, something to be aware of for Q2 expectations.

Troy has been a member of this forum for a decade, and has provided a lot of valuable content. No issues whatsoever with people disagreeing with other members. Gojo & kalodny, even if they were or became members, require no name calling to point out the strength or weaknesses of their arguments.

Election positioning on EVs taking shape: (GOP looking to end all government support for EVs)

A reminder that Troy is a member of this board and it is against TMC policy to denigrate other members. Perfectly fine to disagree with someone and explain why, not ok to insult them.

At 53 sec mark it appears to show Optimus working in something that looks like a factory environment

Apple took on debt primarily because a large amount of its cash on hand sits offshore and would have been liable for a huge repatriation tax if used for capital return purposes. The changes in the Tax Cut and Jobs Act significantly lessened the tax burden of repatriating cash, but not entirely...

FYI: Apple generates $100 Billion+ in cashflow annually. They still have $160 Billion cash on hand currently, and will still likely have $150 Billion cash on hand in 12 months time. Apple has returned $867 Billion in cash to shareholders since it started its capital return program in 2012.

“None of the Big 4 AI players can beat that.” This is an absurd statement on par with saying Tesla cant beat smaller EV manufacturers because one may have doubled sales year on year from 10k to 20k. The “big 4” are spending somewhere between $7 Billion to $10 Billion per quarter each on AI...

lol, some humour as the elon layoff machine hits The Onion: https://www.theonion.com/tesla-lays-off-entire-team-behind-brakes-1851449223

Some great discussion kicked off by @Mengy here. This is a bit of a digression, but bear with me, but it brings to mind an interesting piece I listened to recently from Horace Dediu. Horace Dediu is a smart guy, a close collaborator of Clayton Christensen, the originator of disruption theory...

What about the people that actually make all the supercharger hardware? That would be a large number. Maybe its all been outsourced to Tesla China (or a third party in China).

More layoffs, including 500 people in the supercharger group (?) “Elon Musk has dismissed two Tesla senior executives and plans to lay off hundreds more employees, frustrated by falling sales and the pace of job cuts so far, The Information reported on Tuesday, citing the CEO's email to senior...

Sharing for the info (WS expectations)

No there is the normal sales tax here which is 15% on Teslas, I was just removing sales tax to show the underlying price comparison. Presumably Tesla is still making a profit on these Shanghai produced vehicles, even with these very low prices.

Interesting question, but I would say…Yes, FSD is really that hard compared to that. Building Starship (& Falcon 9) is super super hard. But FSD is orders of magnitude more difficult to perfect. Space has far less variables to worry about versus the complexity of successfully navigating human...

EAP though? Not FSD?

It was NHTSA that issued the notices today regarding investigations, no idea what day of the week is normal for these releases.

Another price drop in New Zealand: After removing 15% sales tax, price in New Zealand (no subsidies) is as follows in equivalent US dollars: Model 3 RWD: ~$33.0k USD Model Y RWD: ~$34.0k USD (Delivery cost & “order fee” is an extra $900 USD)

The NHSTA investigation is on the NHSTA website, easy to read the source instead of the Reuters spin on it, just search for Tesla and view “investigations” under the model. (Doesn’t seem that serious?) Here’s the text: April 25, 2024 NHTSA ACTION NUMBER: RQ24009OPEN INVESTIGATION Recall...