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  1. carterm2

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

    47% dark pool short interest? This is getting weird... the tweet doesn't show up here correctly either... posting a screen shot instead. link below.
  2. carterm2

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

    Chinese massive spread I just watched Dr. John Campell on YT re China Covid events unfolding ... Current Variant has mild effect on health, but spreads at an incredible rate. Mentions origin and Who conspiracy which was part of Musk's pronoun tweet. Skip the first 4:00. 1.5x time.
  3. carterm2

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

    Discusses this starting at 6:00 and the tweet...
  4. carterm2

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

    Chama Chamath indicated the last sale was result of a margin call... and Elon tweeted/advised to avoid margin.
  5. carterm2

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

    Giga Texas at 3K/M!, Giga Nuevo Leon and Model2!, Texas Tesla Electric!
  6. carterm2

    FSD Beta 10.69

    I am going to go ahead and predict this thread will soon double, given the rollout and how amazingly good 3.1 is... and how it isn't perfect as well. But... calling the thread after 10.69 means that it doesn't have much of a future, just two more weeks. Sad. There is a wide left turn (no...
  7. carterm2

    FSD Beta 10.69

    FSD 3.1 just did something that surprised me... it noticed that a Volvo in the fast lane just ahead of me (one lane to my left) was about to run out of braking space as there was a line of cars stopped ahead in its lane. The Volvo hit its turning signal and my car's FSD hit the breaks, slowing...
  8. carterm2

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

    the fact that FSD 11 will get released (next month) just as $TSLA is reaching multiyear all time lows keeps me thinking ... is this what the perfume was all about? EM sure is awfully smug lately.
  9. carterm2

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

    Could we be looking at the beginning of the end, big companies falling faster now?
  10. carterm2

    Elon Musk

    What is the significance of meaning of Burnt Hair Perfume?
  11. carterm2

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

    Apparently Would Tesla’s Dojo hardware be a fit for Twitter ?
  12. carterm2

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

    I noticed some very large bets on put leaps $Ms .. Can anyone who understands the flow comment, please. Is this ordinary?
  13. carterm2

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

    Something is happening... it is politica and affects $TSLA
  14. carterm2

    Elon & Twitter

    Except EM has monetized the FUD!
  15. carterm2

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

    CPI tomorrow 8:30 (I think expectation is 7.9%) Core may improve due to changes in insurance y/y costs. PPI Nov 15th Musk has half his shares attached to debt...85m. Why? Is this money for Twitter and SpaceX?
  16. carterm2

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

    I was expecting Foxcon to build a car for that fruit company, but... PIF (Saudi Royal $$$) + Foxcon (w/BMW tech) = CEER https://www.wsj.com/articles/saudi-arabia-to-build-electric-vehicles-with-apple-supplier-foxconn-11667497965?mod=tech_lead_pos7
  17. carterm2

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

    Interesting infographics for Apple, Tesla from… https://appeconomyinsights.substack.com Please comment / notice Cost of Revenue and
  18. carterm2

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

    Although an issue, I do think that it is an advantage to China to have Tesla there... and controversial moves (assimilating Tesla's GF) would damage its ability to sell products worldwide... and they do intend to dominate the BEV market ww. Remember Google.cn? from How Google took on China—and...
  19. carterm2

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

    Hopefull that the stock won’t go down for the next two days. WSJ has a helpful (scary) article on inflation… Remember not long ago they were burying potatoes...
  20. carterm2

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

    Is there a whitepaper or something that defines 'X the Everything App'?
  21. carterm2

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

    Futures are up... and $TSLA is up!
  22. carterm2

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

    When my Tesla SPanel's gateway went down, my Tesla App managed to keep the solar production updated... the neighbors Tesla SP gateway picked up the signal from my SE Inverter. My gateway was replaced, without much of an interruption (discovery and solution took more time than I would have...
  23. carterm2

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

    A play on lithium may simply be to own $TSLA "Tesla has already purchased 10,000 acres of land in Nevada, where it plans to mine lithium." Tesla has a new patent on Lithium Mining... https://patents.google.com/patent/US20210207243A1/en An article about the patent...
  24. carterm2

    Tesla battery research group: new high-energy-density battery that could last 100 years

    Prof Dahn is also Dr Jeff Dahn also works for Novonix... Dr. Jeff Dahn - Novonix I understand that Tesla has a contract with Dalhousie University until 2026 which is where Prof Jeff Dahn's Battery Lab is centered. There are multiple authors of the research... I am not sure who benefits...
  25. carterm2

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

    Keeping track of Tweets with TweetDeck This is how I keep track of EM's Tweets... I do a search by individual and track all tweets with a "" search. Calm day for tweets. The second column shows a search for the stock ticker. $TSLA. Often runs faster that readable. If you have a better way...
  26. carterm2

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

    Second shift added? I heard a rumor about Shanghai and now this...
  27. carterm2

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

    another very 'sus' Tesla fire... Driver unaware of how to open the door, blinker flashing although he claims no electrical power. Cabin catches fire... much taller flames in still photo than video, interesting edits and soundtrack issues... this does not seem to be a fire from the battery area...
  28. carterm2

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

    It is almost as though pushing the stock price I have to read them, it is part of investing in Tesla, etc. They are stressing me out... So I watched the May 16th all in vid... I think it calmed me down.
  29. carterm2

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

    a reminder of a few EM's Tweets re FSD last week... since it is nearly Friday... I am looking forward to getting a chance to try FSD out...
  30. carterm2

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

    I have a Model X 2017... my daughter (5mph- 0mph) curbed the right front wheel and it resulted in $16,000 in damage to the suspension, during the repair the left side components were recommended/replaced because the engineering design had changed. (04/2020)
  31. carterm2

    North California - delivery time

    Model Y delivery... 12-4 on Thursday 23rd... just a few miles from Fremont. (was scheduled for March/April Delivered (driven from Fremont not towed) on time, paid and signed docs. Took delivery in less than 10 minutes, at home. great experience.
  32. carterm2

    Payment method: Plaid vs direct draft

    I bought a cashiers check for $10 at the bank (after a wire from Brokerage). Delivery tomorrow. Apparently Plaid uses your account name and password to set up an ACH Transfer. BTW, The Delivery Team says there is no option to inspect the car, only accept the car with defects, that must be...
  33. carterm2

    Payment method: Plaid vs direct draft

    thx, I just spent the last 20 minutes trying every permutation and always get wire transfer or certified check. I installed the latest version of the app this morning. attaching all screens... after banks are listed, type in search for manual, hit exit or cancel or X results in following dark...
  34. carterm2

    Payment method: Plaid vs direct draft

    Latest iPhone Tesla App doesn't allow ACH payment method. Plaid app needs work, could be great but lacks security.
  35. carterm2

    North California - delivery time

    Moved to Thurs, due to trouble with Plaid/bank. Original delivery date March '22 MY LR FSD
  36. carterm2

    North California - delivery time

    getting delivered to driveway, tomorrow eve... non contact.
  37. carterm2

    North California - delivery time

    What is the current model y chassis structure? Does Fremont have large castings built into the current shipping version? Are the batteries 2170's? order moved from March to next week. (Was hoping for an Austin version, but excited to get one either way.)
  38. carterm2

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

    Apricot.com had MPain at $700 Where did you get your "effective max pain" price. thx
  39. carterm2

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

    "Latency" The big message from AI day was about the framework for solving FSD. We were shown the progress and roadmap for how the 9's will fall. More importantly and what seems to have been willfully ignored is Tesla's ability to create massively parallel computing platform for themselves...
  40. carterm2

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

    The Toyota Mirai... in a box, on a trailer, as advertising...
  41. carterm2

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

    Many of the accidents being investigated were after midnight by drunk drivers...
  42. carterm2

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

    Imagine your trading decisions were based upon dealership salesmen... not talking about their competition. From the article... TheStreet "Ford is a long-term holding of Real Money's Stephan Guilfoyle. After the company reported earnings, Guilfoyle feels bullish on this stock. Looking at the...
  43. carterm2

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

    Is it possible that this time next year, there will be 4 factories building Model 3 and Y? It seems... incredible.
  44. carterm2

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

    Lots of betting on Calls... must have been predictable that Tesla would become the largest transportation energy company soon. News to me.
  45. carterm2

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

    The situation.... misting the ocean when it is on fire.