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Recent content by dww12

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

    I think they came with part of a deal with OCI and CPS Energy. I think it was at least 5 years ago because I remember being excited that SA was going to have solar manufacturing. Here is google CPSEnergy and Mission Solar...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure they pointed out the reference but they said it on CNBC. Today is Superbad day.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In the past the day Yahoo updates the PE the stock has had a bull run. They have updated the day after earnings or several days after in the past. Let’s see.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So is the number of Model Y now sitting packaged outside GT still a number that Tesla would not deliver in Q1 to keep the production off the books? If not shouldn’t we see a new Y option soon? Would they cripple the range and performance on these so there is no Osborning for the short term?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yahoo showing correct P/E this AM.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Was that an on demand or from thier stock video? I was under the impression that all of those were pre-programmed and did not work every time.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Their only non-fixed product you can buy, Spot, is four legged. If they could do bipedal human form wouldn’t they?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Will NN solve the bipedal balance problem that Boston Dynamics can not? I buy that job specific Optimus task training would be somewhat trivial compared to FSD, but is balance as trivial and if so what has stopped BD (the dancing robots is a “best of” and not 100% repeatable)?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yahoo finance still showing $3 ttm earning and a P/E of 270. Last two earnings Tesla started an uptrend the day this number updated. Last Q was the next day, Q2 was 3-4 days later.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I got 10.9 last night. On my drive to work it did the 120 degree onramp turn better than ever (enough to pass as human and not get a honk for first time). The highway drive characteristics were much improved. Right turns into traffic were much better (staying in lane/smooth turn/smooth acc/no...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s still a tax credit, not a purchase credit so a buyer still needs $7,500 in federal taxes to take advantage and is still paying full price up front. Isn’t there a max income of $400k too? That cuts into Hyundai at the bottom and Porsche/Audi at the top. Is there a Hyundai stretch? Ok...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    GM already stopped making the Bolt to make a few token Hummers. How close is Ford to maxing out the $7500 credit and making excuses for slowing EV production? It’s going to be Tesla supercharger only now.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah, today looks a lot like the 9th.