Recent content by zach_

This feels like the good ol' days. Kind of. Remember ramping up 12% mid day for no reason in 2020? Pepperidge farm remembers.

Looks like we might be setting up for a classic sell the rumor, sell the news situation.

When I last checked the street had much much higher estimated operating expenses, to the tune of $200M more than Q3 I think.

You often have incredibly informed and insightful posts here, in light of this new information do I need to go back and question all of it? 😉

So going from ~42% GM to ~39% GM. How will we survive? But more seriously, my only (minor) feedback is it kind of confusing how the margin $ is presented. It could be read as suggesting that's how much the Model Y made in gross profit in 2022, and we'll be up 60% from that. But we know...

I'm probably in the minority here but I don't see the IRS designations being aimed to hurt Tesla really at all. I mean they also kneecapped the Mach-E which is arguably the best (I know, I know) competitor to the Model Y in the US. Not only that but many EVs were excluded due to assembly...

So even with all this shakeup, I still want to know: what's up with the LR Model 3? Curiously, when on the design studio for the Model 3, if you follow the link below the trim listing to "See limited current and upcoming inventory" it takes you specifically to LR inventory. Hmm 🤔 (For...

I think the other factor that @MrMoo seems to be missing (as well as many others, still!) is that gross margins on prices before these cuts were likely north of 35%. Many of the cars delivered in the past record gross margin quarters were at prices lower than the listed price at the time due to...

Could this also be linked with the Tesla China VP saying there is no Model 2? Could the "third generation" platform be a totally revamped model 3 that is much cheaper?

I understand your point, and Tesla really fumbled the ultrasonic sensor removal. It almost makes me wonder if there is more to the story that we never heard. But two thoughts: The last 12 months Tesla basically could do whatever they wanted to the cars at almost any price because there were...

Can we retire the phrase "demand problem" please? 😂 Bullish or bearish I don't care. It obfuscates the discussion.

The last time you brought this up, I looked, and it was happening to other stocks around the same times as well. Just look at AMZN for example, gigantic put volume today as well, same expiry as well. So whatever it is, it's not unique to TSLA. It is curious though

I also feel something is brewing. Interestingly the vehicle list submitted for the IRA for Tesla does not include the performance model 3, but does include the long range which isn't for sale right now. Could the performance model 3 be going away, and instead the long range is effectively the...

Yeah this is what massively threw off my predictions. Would love some thoughtful commentary on where we think these might be.