Recent content by phoggy123

You'd have to hope the following with Drew leaving. 1. 4680 is basically done and they are just copying the lines 2. FSD is now the only mission of the company and they are basically ready to go. 3. Megapack is a copy and paste to build more storage. Because if those are true then the company...

Here's a guess. Tesla knows they have the correct route with end to end Neural Net and vision only in Version 12. They have known this for a few months, their problem was they lacked the GPU's to run these models fast enough to iterate. I am wondering if Elon gave Nvidia a truck load of cash...

Annnnndddd Confirmed.

It wouldn't surprise me if this headline is misleading but somewhat accurate. I haven't been convinced that Tesla will ever directly sell the low cost vehicle...It's for Robotaxi. Why deal with selling a super low margin vehicle when the end goal is transportation as a service. I believe that...

I take a look at the inventory and discounts on Tesla's website periodically. Until today, the KC service center had one model 3 in inventory and it was an older model. Today they have 5 of them all RWD new body style. I'm wondering if Tesla was holding these back until after Q1 or why they...

Good catch, I just looked at 60 minutes twitter and they have a completely different story for tonight. I didn't see the Australia in the corner.

I'd love to take these off your hands..but honestly I am confused as to why your realtor sees no value in them. Especially when they could render the power bill zero or make money on the VPP plans for ERCOT. https://www.tesla.com/support/energy/virtual-power-plant/tesla-electric As an example...

So this seems like a well timed hit piece from a once respected news outlet. Appears to be Australia, I looked at the US version and it's a different set of stories for tonight.

I have been overall bearish on TSLA over the last 6-9 months. As far as the stock price, I expect it to bottom out over the next 3 months (unless the economy/market takes a real dive). My hope and belief is that we have seen margins bottom out this quarter. I think volume will be limited on the...

I honestly don't think Elon cares about the trash talk, but what he wants is the red tape cut so he can build and innovate rather than fight the DOJ and feds at every step.

I've been saying this basic premise now for 6 months. We are in the lull for TSLA and I don't see the market appetite for what TSLA is selling investors. Its version of AI is far more commercialized as a real product than most, but its such a difficult and regulatory fraught product its going to...

So I think for retail you are correct that if you believe in FSD and their ability to sell a mass market small car then by all means, average down. But my point is that retails ability to move the stock is limited right now and we aren't in a short squeeze scenario like 2020. This is the most...

No doubt on this, but I just don't see WS giving them any credit for this till they know the margins and demand. We have no idea what said car will look like and if people will want to buy a 25K sedan/small car. I believe the design for this car was positioned as the Robotaxi car, and as Fraz...

For those of you predicting a major turnaround this year on the stock, what are you banking on to justify this? Typically I am a positive investor/person, but here are the headwinds I see. 1. With no guidance we are going to live in a quarter to quarter guessing game - what is the incentive for...

they just spent 15 minutes talking about their ability to remove cost is limited now. Declining growth was specified in the earnings release because they are "in between waves" What tailwind do you see for them in terms of earnings if volume doesn't grow much in this period? Their earnings are...