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Recent content by avoigt

  1. avoigt

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

    Something investors should not miss: Tesla is hiring Engineers for high-volume mass production of Optimus
  2. avoigt

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

    The margin for all BEVs from VW is negative as confirmed by them. See one of my tweets with VW Manager quotes. In terms of registration numbers from what I heard they are 50% below expectations here in Europe. Its not just that it has very little cargo space you can't even fold the bank in the...
  3. avoigt

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

    I had to correct that slide and deleted the tweet but published it in my latest video but the overall statement remains the same. It's been a stupid calculation error on my side however for Volkswagen we have right now just a few hundred dollars in average profits per vehicle sold and that may...
  4. avoigt

    Russia/Ukraine conflict

    There is no need to walk back on my statement because they are still true today. In the meantime, Ukraine Army has confirmed that Starlink continues to work well at the frontline for all intended purposes. No cells have been deactivated. It's great to see that SpaceX despite the comment from...
  5. avoigt

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

    MM are desperately trying to bring Tesla pre-market below $160. Even if they manage that during the trading day today, we should have a positive week next week.
  6. avoigt

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

    In Germany, Tesla is trading now at 8.21%
  7. avoigt

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

    Here is a good article summarizing how HF, MM and others manipulate stocks and we all know that Tesla has been heavily manipulated over the years and even today. I can't express how frustrating it is to read how easy it is for them to invest tsla stocks that don't exist to short them or to...
  8. avoigt

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

    Both Gary and Ross have their own agendas, and as they serve their clients, they should never be confused with the interest we retail investors have. IMO they do some good analysis and some are completely off base. I've argued with both of them, e.g. about the so-called Twitter overhang, which I...
  9. avoigt

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

    It won't because this specific ferry transports up to 6 passenger cars at the most and is not used by Norwegians to go from A to B at all. It's a FUD story while all other ferries have no issues with transporting BEV and that's not nativity but there are good reasons for it. The FUD media...
  10. avoigt

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

    YouGov: Tesla's Fame improved in the last 12 months and popularity remains high. So, the conclusion you draw is not reflected in the data they published
  11. avoigt

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

    The stamping area that I saw when I visited Giga Berlin a year ago is for 500k vehicles. It's darn fast and the even store and buffers finished stampings. That's up and running for a longer time.
  12. avoigt

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

    Giga Berlin phase 1 is 500k, phase 4 2m
  13. avoigt

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

    The demand in Europe for CyberTruck is huge. Many people I wasn't expecting it from want one and even I'm attracted. Most fall into the narrative that Europe is no truck continent which was true before the CT was revealed. Many are attracted and Tesla won't be able to ship enough from the US...
  14. avoigt

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

    Agree, Megapacks are now sold out until Q4 2024 (compare at order page) - yes 2 years and Utilities don't have investment cycles that are influenced by potential recessions. Demand is through the roof! TE is growing now exponentially and it's all about capacity again. Margins will be for...