Recent content by agastya

The FCC documents regarding the new radar are now public (probably a mistake since some documents are listed as to be made available only on 03/07/2023)...

and then goes all Adam Jonas with his Starlink satellite on a Tesla :: Twitter Profile linked to Tesla Profile

Been a while since I've logged on. You always hear/read news about these margin calls, but getting to know people in your circle getting it feels ominous - 2 friends today who had to liquidate some shares. 204m volume is mind-boggling. Is there a chance Elon is getting margin-called? Today...

Andrea James is one of the OGs who put up a stand for TSLA at Wall Street back in the early part of the decade with much more conviction. The flak Cathie Wood took back in 2018 seems nothing compared to it.

Been waiting for a Lora update on her concern re: Tesla employees on these double digit % days. Hasn't come yet.

And did we ever decide if Teslanaire meant you had made over a $ million on TSLA lifetime, or in one day? Asking for a friend :D Saw this earlier today from a friend... now makes so much more sense! Congratulations to all the HODLers on the way to the 4 comma club. A lot of Teslaquila will...

Under the assumption that the 2170Y and 4680Y will be the same, all this holds true. I think I overstated how much people would care; I do now agree: Most people broadly would not care if the 2170Y and 4680Y are rated the same and priced the same, in which case - we will continue to only have...

It would be funny to let him know that by dollar value, TSLA is the most shorted stock... at roughly about $24B. Even the biggies with trillion dollar market caps do not have so much short interest in nominal terms. AAPL is at ~$12B, AMZN at about ~16B.

Because consumers do care, at least a subset does. For example, in Samsung's yearly Galaxy phone launches, they use their in-house Exynos chips for the Asian and European markets. The US market exclusively uses Qualcomm Snapdragon chips which to date have performed better. There are people who...

A Plaid Y is probably hoping too much, and will pull so many demand levers that Tesla possibly will not be able to handle the surge. But hear me out : a 4680 Long Range + / Ludicrous Y ? JMHO/speculation - it could be within the realm of possibilities. When Austin starts cranking out the 4680...

Essentially, look... Tesla is a busted growth story.

With all the reported leaks, very strongly feel 4680 will be in the Plaids. If they are ready for Austin and Berlin to start Y based production in a few months... Why would they not be used already in low volume products? Plaid is also reported to deliver peak power from 0, all the way to the...

Zack and Elon's Technoking/Master of Coin salvo probably covered for it in the previous filing when he changed roles, but I'm guessing he had already turned in his badges, and was serving in what is called in Formula1 parlance a 'gardening leave'. It was time for him to part ways - and there...

Also, re: Mach-E: https://insideevs.com/news/512426/norway-ev-summer-range-test/amp/ The Norwegian Automotive Federation (NAF for short) staged its second electric vehicle range test this year. It tested 21 new EVs, driving them on a full charge of their batteries, until they died on the side...

A neighbor down the street got solar panels and a Mach-E recently. FWIW, the 7500 tax credit on the Mach-E was a huge factor in their considerations. One less ICE on the road, so while it definitely helps in the grand scheme of things - however it goes on to show how people do not look at the...