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I think from a guidance perspective, the letter and call were both great. However, from a financial perspective, there is (and always has been)...
Hillary made a few comments about creating jobs by investing in renewable energy. Specifically said she wanted to deploy half a billion solar...
SolarCity deal is official, deal will be announced tomorrow: CNBC Now on Twitter
Happy to see 1 and (unexpectedly) 2 and 3 get announced with today's post. Excited for the future of this company.
Exactly. He also said "It would be really big news if I start (elaborating) here." His body language alone gives the sense that it's going to be...
Exactly. They are basically saying "if we overcame all of these obstacles, the future shouldn't be that difficult in comparison." At the same time...
Which do you see entering production first: Roadster 2 or a Tesla truck?
How can Tesla reduce SG&A costs (as a % of revenue) while simultaneously expanding service networks to accommodate for the massive increase in...
This is great free advertising. I've seen this video shared on my Facebook feed more than any other single Tesla video I can remember (M3 reveal...
Tesla driver caught sleeping while Autopilot steers On the topic of Apple/autonomous cars, I thought I'd share this article since it hasn't been...
Cadillac has ended production of its electric car after just 2 years So much for the bear case that Tesla is a goner once other big auto...
Tesla up to 29,311,876 shares sold short as of 05/13/216. This is the first increase in shares sold short and the highest recorded amount since...
I'm really looking forward to the shareholder's meeting, but I'm not expecting any positive news not stated during the CC. If they had any...
I know what you were replying to, and I stand firm with my claim that Tesla increased Model S deliveries, year over year, in each individual...
Will happen slowly over the next few weeks - does not happen all at once. MS deliveries have increased each of the past two years by over 50%,...
CNBC comparing Tesla to Valeant right now. This, along with criticizing them for their risk disclosures, are some of the most desperate bear cases...
That's where we differ. Their 10Q, which was released just last week, specifies that they plan to deliver 50k vehicles in the 2nd half of the...
I'm not ruling out a delivery miss, but this post is highly speculative. You're saying that Tesla would need to deliver at least 30k MX to meet...
Probably just a guess like everybody else. This is far lower than most analyst's have predicted, which bodes well. I think any capital raise at...
*Preface: this discussion is purely speculative. I think Tesla should only be valued on the products/services they have officially announced and...
That was part 2. MX was initially unveiled in 2012.
Yep I wouldn't expect Pt II of the M3 reveal until much closer to deliveries. On a side note, when does everybody expect M3 mules to hit the road?...
Tesla hires a longtime Audi executive to take over vehicle production Great news, based on the CC I think we will hear at least one more name in...
http://finance.yahoo.com/news/tesla-eyes-3b-equity-raise-172720706 I can't believe that analysts and authors like this get paid to cover Tesla....
Great post, I agree with most of your thoughts. Here's a few things I can add onto your points: 1. I agree that Elon is definitely trying to...
Agreed. I think the best opportunity to shock the market in the short-term is to beat 17K deliveries in Q2 by a meaningful margin, hold off on...
Capital Expenditures are often included in Depreciation and Amortization, which is included in the income statement, which affects profitability....
With the advancement of Model 3 production goals, I'm not sure this is a likely outcome due to high CapEx spending. They've increased their...
Elon Musk on Twitter Haven't seen Elon with a sarcastic tweet like this.. something tells me he wouldn't do this if he wasn't confident he'd...
Sure, TSLA has traded in the same relative range for about 2.5 years now with some decent volatility. I'm just saying it would be "probably...
If history tells you anything it's don't bet against Musk or Tesla.
Here's my two cents on share dilution: (Again, just my opinion, with a completely hypothetical scenario) Since Tesla isn't valued on an EPS basis...
Something tells me there will be some short-term catalysts to move the stock price up before an equity offering. Remember that Musk has always...
It really boils down to market expectations and the trust that it has in Tesla. This will not change over night. Long-term, we will most-likely...
I agree that Tesla's advantages in the autonomous driving field are by far the most overlooked aspect of their potential earning power. However,...
Based on Elon's optimism about the "super next level" reveal part II, I'm sensing that something huge is in the cards. I agree with a lot of the...
That would be ideal but unfortunately, he would choose SpaceX.
The next few years are going to be very exciting. I wish somebody on the CC had asked how they plan to further expand supercharger and service...
"Close to 1 million vehicles in 2020."
Very weird response to the $190/kwh question. Any chance that they're not currently there?
Elon just said he's very excited to announce a few new additions to the management/production team in the next few weeks. Great news to combat the...
Not too much clarity on TE, but two points stood out for me: "We remain on plan to make the first cells at the Gigafactory in Q4 2016" "During...
[MEDIA] Came across this this video today, not affiliated with Tesla but still cool to see how it could look.
Thank you. This is why I feel way more informed reading the forums than the mainstream articles. This wasn't posted anywhere and is given no...
It's an Apple emoji and that's just how it's designed - nothing underlying there. I think 100kwh models announced within the next month.
Goldman is seriously misinformed if they think that in 2025 there's a 50% chance of $50B in revenue and 25% chance of $33B in revenue. In...
Elon Praises Norway For Its Carbon-Free Vision (Video) Skip to the 40 minute mark in the link above for to see for yourself what he said about...
Review of my Model X, Tesla and the Car Industry Some of you may have seen this on Twitter, but I thought it would be an insightful read that...
Thanks for the response. I understand that they have been producing and even installing power packs for some time now. I was wondering when we...
On the topic of the GF opening.. will the event signify that the first 25% is fully completed? And will that mean a significant increase in Tesla...