Recent content by reddit_tl

Thanks for this. It makes sense. From the new AMD leak, the picture seems clearer now: HW will be CoWoS that includes Broadcom cpu, AMD gpu and Tesla chip.

Thanks. S/X is not looking good indeed in Norway.

Been busy for a while and haven't tracked all the posts here. But do we have some estimates on the S/X sales and TM3 sales in this quarter? I read a few scattered reports that S/X is not looking good for Netherlands and Norway.

all signs point to battery as a bottleneck right now. when the delivery numbers came out, i was pondering the possibility of energy side surprise because tesla auto didn't produce so many cars. now it appears that battery is the constraint. maxwell acquisition is going to happen. this will...

Numbers are bad. The production rate is low. If we still believe Carsonight's battery numbers, it begs the question: where did the battery go?

This article sheds important light on how tesla is widening its margin on M3: it is just constantly improving. The biggest take away is that Tesla's advancement in manufacturing efficiency is going all the time and if anything stands in its way, Tesla will build it in house and clear the...

Thanks for the link and informative discussion. I have the same question really. Maybe Tesla is strategically holding back because they really see a high possibility of an economic downturn coming up?

My first reaction as well. However, it could be that the logistics of using giant ships are such that instead of having a bunch of cars sitting for a while at ports' parking lots. The reduction creates enough extra demand in the US to absorb those and get delivered without sitting around. For...

I certain can relate having bunch of shares and calls. But gotta take the whole deal. :D

Why do you think Elon and gang don't know the negative side of the effects of reducing the price? If I can venture to guess, this is what is happening. The path to 35K is making progress nicely. Tesla have comfortable margin and can maintain that with the price reduction and it increases the...

Guys, For a long time (at least 4 months, I think) tesla is battery constrained in my view. I have been saying this for a while. Elon was not happy about Panasonic because they dropped the ball during production hell and apparently, they are still not achieving the 35G that was targeted by the...

The line of narrative is wrong. These have not been issues and should not have. The writer is still swimming in a pool outlined by shorts.

I read through it. Hardly a well written article on Tesla to me. Yes, it's relatively positive. But it misses a lot of important points. But its BI, so all is forgiven I guess.

Yeah. Let's not forget these companies are here to make money. They have a system. And, doing honest and solid research and putting it out there are rarely their mode of operation. That's also why they don't do as well as Warren. Don't get me wrong. They suck money into their pockets all right.

While I agree this is probable, this is pure heuristic. I guess you just don't want to miss any chance to make profit in the short term? I'd rather pick up shares and get into calls when it swings up. Seems like a much safer bet.