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I think other OEMs are winning the race to bottom: being the Nokia in car business. At least VW's waking up. Its role model could be Samsung.

Of course storage battery system is not low tech. But I think it is obvious it is not as complicated a system as an EV. So I expect major battery cell producers go into this market as well. Power Wall might have some pricing premium but utility scale products won't enjoy much brand halo since...

I am so tired of people disparaging Adam Jonas. He is absolutely a winner. You guys do not understand his job. In my understanding, a sell side analyst's job is finding/encouraging suckers(sorry investors) to buy the shares that his company/real clients want to sell and vice versa. I think he...

Now i think the performance pricing is too low compared to LR. Since performance production is a mostly fixed ratio of LR, and customers have to wait longer than LR(8-10week vs 5-8), that means the demand is too high at this price. How can you let your higher margin customers wait longer than...

Elon will start selling when tsla pays >10% dividend yearly. and yes, by then tsla will face multiple antitrust lawsuits and Buffet(if he can still work) will start buying tsla, just like he is buying aapl now.

Maybe I know too little about bond. But why these convertibles are mostly assumed to be delta hedged? Why can't real tesla investors outright bought them for upside while protecting the down side?

If there is no manipulation and FUD, tsla should be a $200B cap. Then it can easily dilute 10% to get $20B and suddenly 5 new GF are under construction at the same time, one on every continent.

So the most knowledgeable auto analyst (a.k.a Adam Jonas from MS) doesn't even provide a breakup of S3X like his peers? I am shocked by his analysis style again.

Professeur Tournesol on Twitter Rumored they will sell all inventory in NL to a leasing company on Dec 31st. Will they also sell all inventory to some leasing companies in US? Do any of tesla fans own a leasing company?

I always have this UK corporate car incentive question. We know starting april.1 there is a yearly tax incentive. Does this apply to car bought on Jan, 2020? For example, for a car bought on Jan,1. The first three month uses old tax rate. But starting april,1, will this car enjoy the reduced tax...

The very easy fix for unpopularity of this gas tax is, redistributing the revenue by some kind of UBI so it can't be spun as taxing the poor.

If our mission is faster transition to electrified transportation in the next 10 years, I think most of these small startups do not matter. Reason is the far superior capital efficiency of tesla. The same $500B capital used by tesla will be much more efficient and produce much more cars than...

Nikola Corp | Nikola Corporation to Unveil Game-Changing Battery Cell Technology at Nikola World 2020 nikola's claim, how credible is it? I guess the facts might be more in the battery capabilities they did not mention.

His ignorance about his ignorance is astonishing. And he is merely recycling tslaQ crowds talking points without showing any his own homework. I can't believe as a fund manager he was that successful.

incessantly insisting? I am talking about a real issue. Unlike you, talking about "apple is the largest threat of tesla" nonstop. I can't stop laughing everytime you brought this up, for how many time in one day? But I did not mock you due to courtesy. Why don't you just mind your own business...

Thank you for clarifying my position and articulate in a way much better than i did. I now understand that my posts might've brought sad memory that puts some members into bad moods. But that is a complete unintended side effect. I wanted to bring it up to understand why we had such a horrible...

So your India air pollution theory attacked by somebody(funny actually i agree with you), then anyone who disagree your opinion today suddenly lost the ability to identify their own position? in case citation needed: " If you go back and look at what started most arguments you will see it was...

It's hard to effectively fight FUD. We need more ideas and actions. For tesla, or EV to become more main stream, we need to educate the general public. Lots of bulls dismiss most FUD as laughable(well, they are, actually one of the original reasons for me to be bullish is the ludicrousness of...

So you, actually think the current order flow is the best tsla can get? The $320 SP is the best tsla can get? It is sad you, like a few other longs, try to put me into the short group. And what entitles you to be a real bull: claiming everything is perfect and accepting the toothlessness of FUD?

Thanks for exposing me as an ultra bull. You are right but i do not know how to change the username. My long term valuation for tsla is in the 100s of trillions if in the future spaceX only provides long distance travelling to the mars and tsla taking care of all the machines building machines...

I did not claim tsla is throtting production. They just make best use of the current capacity without adding more as previously planned. Cell capacity included. The order backlog is increasing, but without effective FUD, q2 should at least have the current backlog. All my point is demand...

Please refer to the quoted in the post starting my ranting. #99124 shootformoon, Although it is a long time accumulated disagreement with some other longs.

The conference calls exactly prove my point: tsla adjusting quickly to the slower demand growth.

I feel funny you can't even provide a refutal. Sorry but I think you are just like teslaQ, when you can't provide any logic, just ridicule the messenger. The post you replied to was replying my post.

tesla is not doomed, albeit growing on a slower path. As an investor, i can see SP triple in maybe five years instead of *5 without effective FUD. Just like human beings are not doomed by climate change yet. But more people will suffer/die because of inaction. Maybe just me. Every time I see...

A tsla investor cheering with $300 SP is calling an investor wanting $500+ a desperate short seller? You completely lost me.

Are you suggesting GF3 can produce LR/P and export to US? Demand slow growth is not a conspiracy. So many people are delaying the purchase or refuse to consider tesla because of FUD. Wake up.

Well I am not sure if you meant to reply to my quoted post or other people's, but lets discuss anyway. 1. Yes, pent up demand is not what we should pay attention to, the order flow after that is the better measure of demand. That is exactly my point. tsla looking at the m3 order flow from each...

I agree tsla is making the best of a non ideal situation. But again, my point is the demand situation could;ve been better. I also agree any marginal increase than the current demand won't change the current capacity roadmap. But imagine the order flow was 1.5* higher in the 2019 q1/2, tsla...

1. Let's move on away from our misunderstandings. 2. The logic is, in Elon's original roadmap, fremont has no problem producing 10k/w m3 in fremont. And the fact they are adding ga5 for MY proves that it had space to add capacity. The difficult ramp up is the past. Tsla has the production...

1. Ok, good point cooking is not the right word. But you changed my words and attacked it. 2. Yes, let's all care about global demand, it is not in the projected growth rate due to mostly FUD. FUD works in a lot of places, not only NA.

Elon Musk: "zero concern" Tesla will achieve 10k/week unit production rate by 2018 year end ridiculous none sense? My fault, it was a 2017 roadmap, not 2018.

Yes long term valuation is with fundamentals. But even the valuation in a 5 -10 year horizon is path dependent. Tsla technology strength already here. The main question is the capacity growth rate. That is directly related to the demand growth. Ignoring FUD is like saying we will solve...

1. Fremont supposed to be 10k per week != 10k/w only for NA. You added your own sauce and blamed me for my cooking? 2. GF3 is marginally relevant to NA because it will produce even a cheaper version of SR+, but how relevant, realistically ? The big picture is NA demand growth is much slower...

Right, anything waking you up to the reality is new FUD. Anything different than you opinion is new FUD. Sorry my humble opinion interrupt your day dream.

Where in your quote i said "fremont was planning 10k just for NA" ? Though I expected 10k/w demand only for NA should happened already. GF1 still not at target rate because they refused to let panasonic to increase capex, again due to slower demand growth. Karen is waiting for her car, why...

I respect all your contributions in this forum. But please at least try to understand what I am saying. Who said FUD will kill the company? I am very bullish and happy everything is getting better. But I refuse to believe the self-hypnosis conclusion that FUD has no effect any more. Funny you...

1. Why FUD could effectively move market? Because investors know FUD can hit demand growth, thus the valuation of the company. At this stage, tesla is valued by growth rate, not profits. And I guess wall street guys are looking at number of M3 on NYC street to decide if teslamania is real. 2...

I clearly remember there was an article in 2018 from a factory visit concluded something like "there is a clear path to 8k/w m3 production without substantial capex. i.e. without setting up ga5/6. Yet we are not 8k/w even now. And again, GF3 is independent of NA demand. Capex savvy is the...

I feel funny, no, actually sad that real believers still think FUD is toothless at this moment. Some always use the excuse that tesla is selling every car they produce so there is only production issue. There is no production issue. Let me make this clear. According to the 2018 road map, fremont...

Funny safety and health issues with electric cars? The people/government do not let his polluting ass pay the fair share enough.

Maybe we need a tsla investor crowdfunding to sue these shorts who spread rumors for security fraud and financial loss inflicted. Some people deserve to be institutionalized or homeless.

How do people watch anything EV related on 'top gear'? There is no gear in any real EV. In a sense top gear has to at least change its name to survive in the EV future.

Exactly. The action Greta asks is to have legislation to demand the polluters/corporations to pay their damage. Only then we will see tangible solutions against climate change.

i always curious this 75% is in terms of count, value-added or weight etc.

Last time I checked, it is not only SEC's job to get the terrorists.

I wonder why tesla did not establish instant towing policy for supercharger. Everyone can call the contracted tow company number listed on the supercharger. Tow companies always love some new revenue stream.

How about in the next bail out of detroit big three, tesla got $XB to finance Mars car technologies?

If top trim Roadster prices for $500k + , that is the donation I am talking about.

Actually the only thing I think Porsche is doing right is on the high end product pricing. For a unrealistic toy >$150k, its target consumers do not care about money. They want social status, prestige and the feeling of standing out. These ridiculous options meet their needs exactly. I wish...