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Recent content by printf42

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

    https://www.youtube.com/live/KmGaAcWbRMk?feature=share Was just watching this Shanghai GF walkthrough video made by Chinese state media, and at 19:35 the news anchor just said “now we are seeing Giga 2, not just the Giga 1”, when she was boasting “Shanghai had helped Tesla in many ways…” Wait...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    “NHTSA announced recall of most cars manufactured since 1910, new research found cars could go over speed limits if driver press acceleration paddles for too long, increasing risk of crash. All vehicles capable of going over 75mph would be retrofitted with a speed limiter to improve public...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think when those cars were traded in to Tesla, they would remove the original FSD, and if they add FSD again in resale it would carry the new definition. So, I am actually wondering how many of those OG FSD are still out there never traded in to Tesla, and what would happen to them eventually.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Conspiracy theory: Elon was trying to crash the stonk to margin call uncle Leo, and squeeze him out. But uncle Leo scrambled more resources than Elon calculated.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Couldn’t believe there are still shorts when Elon can tweet like this anytime and no one would know what it even means. I could totally understand why shorts are so angry and it’s not healthy. Btw, just want to leave a post on this page,😎
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Option IV shooting up, starting to get a feeling that random mega pack guy is not just a random guy…
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Unpopular opinion, please change my mind: Elon was intentionally crashing TSLA. Steps: Repeatedly saying recession is coming Go on a random Twitter space and say when recession comes, Tesla will go low margin or even negative margin to keep growth and FCF, tell people to go off margin, at...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Especially when it only goes up to 240, not nearly far OTM enough…
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The chart looks eerily similar to Oct28, history always repeats, brace for Elon to come in next week and sell a few billion worth to break the stock. Oh he said he’s not going to sell? Don’t fall for that, he’s a liar, everybody knows that. 😎 /s
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sand Munro going to interview Elon again soon: Is Elon ready to spill some beans about Cyber Truck? Maybe even gen3 platform?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Happy new year everyone! Hope 2023 would treat everyone better than the past year. While we are waiting for Q4 delivery numbers, I had a few unrelated thoughts: On Model Y 5 seat credit in US, I am not a tiny bit worried. Yes I am mad many plug-in hybrid made to the list, but I am not worried...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Base model Y was priced just below the threshold to get incentives, even choosing colors would cross the bar and lose qualification. So orders for this month probably are all bare base models. I would not be surprised if they shift some capacity to model 3 if more options makes it higher...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    On one hand, I would like Service to have good loaners so it can double as longer term test drives, personal experience of driving a Y with broken front speakers certainly left bad impressions for the wife. On the other hand, people who drive loaners are already on board and don’t need test...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apple is built on Steve Jobs realizing “other people are not smarter than you are”. Musk industries are built on realizing established interests are just mud walls that can not stop the flood of technology advances. Whenever there is shady behavior by established interests, there is big...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Haha I could translate from the English back to Chinese and understand what he actually means: