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Recent content by serverguy247

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

    I think with a little imagination it would not be so bad. Something like this: tesla mobile supercharger megapack with a 200kw generator in there too (there probably is even space on that trailer for a 200kw generator). Generator keeps the megapack topped up as the megapack in turn charges...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Quick question for those in the know. TSLA GAAP EPS from their deck was $1.98 for last quarter and macrotrends shows its growth over time (The graph is beautiful). It all makes sense. But then I hit yahoo, MarketWatch and other websites and they show Q2 2022 EPS at $0.76. It is not GAAP vs...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Indeed, its quite fun really :) http://www.ceconline.com/PDF/Tesla-Anti-Handbook-Handbook.pdf
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Semi off-topic but one nice tidbit on the Joe Rogan interview was the conversation about the new model S and its yoke (and lack of stalks). Apparently the car will work out if you want to go forward or backward based on sensors and history (did you back in, or drive forward into the parking...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Likely they bought around the 33k mark (He tweeted "In retrospect, it was inevitable" and added #bitcoin to his twitter). That $1.5B is now worth around $2B already. That's another 500M in a few weeks. Bitcoiners also like to meme occasionally about buying Tesla's with their gains. This...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Would be good if someone were to ask this in the earnings call next week... "How are Tesla dealing with the global chip shortage?" I would add it to SAY.com, but I am in the UK so cannot participate :(
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Good spot. So I did some digging and a reverse image searches. Looks like this was taken in Nov 2019 and was not at the shanghai giga. This could be a machine for Tesla (before it was delivered?)... or it could not be related (who knows the what the sources were for the person on Reddit). LK...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So I just saw the picture of the casting machine in China. Do we know if this is just for the rear sub-frame (more likely, as they talked about it) or can it do more (unlikely, but mind blowing if so)? I am wondering if we can work it out from the picture by looking at the length of the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Patent describes that it has better conductivity as a main element. So it appears that it is for use in electrical components (they show motor parts in the Patent).
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeh, I had something Similar. Needed to renew my w-8ben form and send it in before the 31st Jan, or they will sell all my US shares. Realised this on Sunday and rushed it in. Will call them tomorrow to make sure it is processed! My own fault for not opening my snail-mail...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Share price is hanging around 375... But RSI is dropping like a rock. I got a good feeling about this...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Kinda OT... But this was massively under-reported. In my office of 400 people, most with BMW's had the recall after a while (which took weeks of work each), 1 car exploded on the drive home (written off, happened before it was recalled) and one car had a small engine fire due to the fault (was...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    BTW, note that deferred revenue liability went UP. So there was around 800m of deferred revenue in the last quarter and now that is over a billion. If they did recognize some of the FSD deferred revenue, it cant of been much, or that would be lower. Caveat: I am a noob at this! Might be wrong.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's great, I could get free parking in my city (without having to apply for a special pass thing). BUT not sure I want a green plate on my car... Not exactly a complimentary colour that goes well with white/grey/blue/red. Maybe I am being picky (We currently have white on front, yellow on...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Holy sugar, look at the volume. Whats going on?