Recent content by pp626

Thanks! Jan 7 21

Got my vin this morning! 146xxx. Northern VA. MY7 LR AWD White ext Black int w/ FSD and TH.

For those who say this bill is dead on arrival, please consider this: Trump and McConnell are up for reelection in 2020. Jobs are the ultimate currency in politics. If Elon Musk says, "if this bill passes, Tesla will hire 50,000 residents of Ohio and Kentucky to build and operate an...

Does anyone know what the FactSet Q1 delivery consensus is? Hopefully we can avoid being surprised by it being artificially inflated again.

The new landscaping looks nice.

We missed you! Thanks @augkuo

Do we have any ideas for why a higher % of M3s are getting wrapped? Random guess: Maybe because they're going to sit in the desert (ie the new GF parking lot) for a few extra weeks?

Any idea how 11,000 projects in Puerto Rico translates to revenue? Perhaps something like $10k/project and $110m in rev?

Is there any evidence yet that the Fremont line has restarted?

Ok, ok. I can account for at least one of the fires: https://www.instagram.com/p/BatG-8EDxJv/ (I know, it's the GF, not Fremont.)

I've been reading (ie lurking on) TMC for years but have never posted. This is by far my favorite and most informative thread. I want to break my silence just to say Thank You to @augkuo

Out of curiosity, can anyone provide some insight on how well collective TMC quarterly estimates have done in the past?