Recent content by kakamora

New to this thread. It’s an awesome read and very informative. Can someone please help me understand why Elons selling is getting soo much blame / attention when it’s less than 1% of weekly volume? Sorry if I have missed prior posts on this. Thanks in advance. PS planning a sizeable stock...

Fact: the company wants to keep driving down price to increase addressable market. Hypothesis: therefore needs to drive down costs- it can’t do that by itself. It need to push suppliers as well. If they show massive profits along the way by not passing on cost savings to consumers- it...

How many folks here think the last email about production was Elon's subtle way to antagonize the SEC. :) Funny I have not been able to find the full email (positive news). But the cost cutting email (which i think was positive as well) was published in full and distorted all over the place...

This is some awesome data. hat tip to the person gathering it. Thank you for sharing. Bookmarked.

Hope you are right. But a Toyota produced in Texas or Mississippi is still considered a Japanese car. - And when the Nationalist propaganda on both sides is in full throttle, it becomes even more concerning. I sooo hope you are right.

Agreed they should follow the Apple play book here on pricing. There was only one large Iphone price change at the beginning, but after that they held their premium pricing constant.

Thanks for sharing the video. I agree 90K deliveries in Q2 are needed, but I doubt we will get that. The recent price cuts are a bit concerning for the short term Re the Video - Few things that stood out for me from that clip that demonstrates the misinformation out there. 1) "Tesla is...

Clown AJ at Morgan Stanley is just hedging and compromising his integrity further for click bait - saying TSLA is going up unless it goes down. WTF is that? Any one been able to read the tea leaves on how Raven production transition has gone?

How about Erlich Bachman for the public figure head. Hear he is available now. :)

Vot? 1MM cars will have to drive 81,000 Miles a year per car at $1/Mile to make 81BN for the network - of which TN's cut will be 20 to 30%. 81000Miles/year/car seems high no?

Hmmmm? Having multiple middle-men trying to take a cut of the pie will make other brands cheaper against TSLA which is a fully integrated stack. Not sure i get that logic. Think about the FSD chip. Buy from NVDA and get an inferior product which costs 20% more than the in-house chip.

CMG just makes burritos and is trading at half the market cap as Tesla. (or 33% of Enterprise Val). I am not complaining though- CMG and DPZ are keeping me form the gut wrenching pain and depression caused by TSLA the last few months.

Sure this has been posted here before. Thought i'd share in case it hasn't. Correcting Audi: Tesla Model 3 Charges Over 2 Times Faster Than Audi e-tron | CleanTechnica " Matthew Mostafaei, Audi’s manager for e-tron, presented data taken from Twitter during the New York Auto Show without...

- Markets are not going to be happy with 80K deliveries. Especially when Zach K just reiterated 90 to 100K this qrt. - Musk is a visionary and can think 100 steps ahead. but he needs to keep a few cards closer to his chest RE pivot to autonomy. - The pivot from fat gross margin is concerning...

Barrons “in China, the trade dispute is feeding a wave of Nationalism, with commentators comparing it to the nations humiliation by foreign powers during the colonial era” Don’t known what this means for GF3 if this continues to escalate. Yes there would be no tariffs for the cars coming out...