Recent content by sunny-value

Plus any democrat that can do math and has a fiscal 'conservative' streak. Daycare and free college for the masses would hit the top couple of tax brackets pretty hard. Not even sure the others could simultaneously fund all their pet projects plus massive investment in an energy transformation...

For a 22-year old everything is fine. You can drink all night and go to take an exam in the morning; you can put all your money into a single stock because 99% of your money is yet to be earned. This is exactly the right age to take really big, almost stupid risks that have huge potential...

Going from Q2 delivery numbers to CF and earnings impact, has anyone seen any projections assuming they get to 90K total units? Would be interesting if the FCA cash pushed them to flat or slightly positive. Probably a beat relative to expectations.

Canada too cold? Not for long...last years heat wave took fricking Alberta to 92F. People in Toronto were jumping into the lake to cool off.

You really think actual investors buy and sell based on what Jonas says? Really are there people that dumb that are yet smart enough to earn enough money to save some of it and invest it in stocks? I was under the impression the purpose of sell-side analysts was to make weathermen look...

Don't forget the price point of Tesla. There's probably a large intersection between the set of young people who make their own decisions and the ones who can afford (and would want) a Tesla. Poorer kids aren't getting expensive cars. Richer kids still dependent on their parents for cars aren't...

I don't know why they need to join forces for parts, but for charging stations it makes sense to have a single standard that all cars could use. If you want the widest possible EV adoption, that is. So whenever you come across one you can use it regardless of make.

In making any investment decision I would treat all FSD as icing and invest assuming it is banned from the world forever. It's all about volumes, margin (which depends on battery cost curve) and cash management until the combination of those two lead to profitability. The bear case is built on...

This is a start-up with several ex-Tesla battery people. They are now in mass production for consumer electronics but testing for auto batteries. They claim to have a way to use silicon nanoparticles to increase energy density of lithium ion batteries by 15-20% that addresses the silicon volume...

Well their trading desk which sell both puts and calls and their brokerage which gets commissions on all stock transactions, long or short, all make more money the more trading there is. That and underwriting fees is why they love Tesla.

I heard rumors that Elon maybe announcing some amazing progress in Shanghai during the investor meeting and that he has been holding daily meetings with the crew in charge of building the machinery. Has anyone else heard this?

The last shorts to add are the weakest hands. If bulls have dry powder left, short covering from the weak hands and robots should propel us over 200 this week. This kind of short interest is basically a coiled spring. Even though I was out from my long-term position last summer and started...

Certainly in the US this is true. Apparently China has over 100 EV firms now. So the Chinese government is doing a lot too. Of course a huge country can always do more than any single company can.

I think its a subset of EV fans with some serious Teslafanatics thrown in.

Given that Norway and China were the only countries serious about EVs, wouldn't it have made sense to build the first factory in China and the second one in the US? As far as the BEV adoption curve, how much of a difference does 5 years (in the US) make to Tesla's future versus to companies like...