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Recent content by JonathanDandrea

  1. JonathanDandrea

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

    Not yet a teslanaire but headed that way, up 6 figures since Monday. Woke up at 4am to pee, saw the premarket action and took a 12 mile walk while the family slept to try to calm down. Congratulations to all the long term holders/believers, been a hell of a ride I can’t believe I never sold...
  2. JonathanDandrea

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

    I’d rather buy a badger than that thing
  3. JonathanDandrea

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

    They said there is enough lithium in Nevada not the acreage they acquired, I’m sure they will develop or contract as many sources as possible which is prudent
  4. JonathanDandrea

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

    Lucid seems like a company for the old guy Cadillac crowd, event was so subdued and boring. Tesla is targeting tech savvy young people where all the growth potential is. Seems like a nice product but the whole thing was underwhelming which was disappointing.
  5. JonathanDandrea

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

    These stock gyrations have nothing to do with the company’s health and getting 5 billion to build factories at a near ATH is great. The jump after the stock split was absurd and in no way justified. I am long so just buying more as Tesla’s fundamentals are stronger now than a week ago regardless...
  6. JonathanDandrea

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

    This factory will cost billions, cost per sf of the land is probably way down on the priority list
  7. JonathanDandrea

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

    Good way to use your new wealth is to help get climate friendly politicians in office, best way to further Tesla’s mission
  8. JonathanDandrea

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

    Talked wife into a trunk mat 130$ secured
  9. JonathanDandrea

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

    Just saw a truckload of Model Y’s headed south thru San Clemente
  10. JonathanDandrea

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

    I bet the lack of rail demand due to Covid made shipping cross country more economical.
  11. JonathanDandrea

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

    I bet the new advanced batteries are for new products (Roadster/semi/plaid power train) and the majority of the news is about scaling and cost reduction which is the major obstacle that Tesla faces. The batteries in the 3/Y are light years ahead of everyone else and a 25% cost reduction and...
  12. JonathanDandrea

    Blog Leno Segment With Tesla Cybertruck Offers New Looks, Little News

    It’s nearly the exact size as an F150 Supercrew but with much more interior and bed volume. You must not be in the market for a full size crew cab pickup which, like it or not is, what the cybertruck is. They will eventually make a smaller one but it would be unwise to make a midsize pickup as...
  13. JonathanDandrea

    Blog Watch: New Clips from Jay Leno’s Cybertruck Test Drive

    It is the same dimensions as a F150 Supercrew
  14. JonathanDandrea

    Model 3 HW3 retrofit questions, wait time, issues

    Got hw3 in Costa Mesa today dropped off at 8 and it was done by lunch