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  1. engle

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

    Hi @Electroman! Back in and buying more. She is all-in shares now through the split. The market always over reacts to weirdness like Elon buying Twitter and he might get margin calls. This deal won't close for months. Perhaps part of that is programmatic trading reactions to the moves (e.g...
  2. engle

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

    My wife, Michelle has been trading $TSLA price swings in a 7-digit all-Tesla Roth IRA (with Roth "margin" [no loans just don't have to wait for cash settlement]) for almost 2 years now. On Friday, she and I decided after the +18% run-up in one week that $900 for $TSLA (triple options expiration)...
  3. engle

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

    https://www.rbb24.de/studiofrankfurt/wirtschaft/tesla/2022/03/brandenburg-genehmigt-teslafabrik-gruenheide-oderspree-woidke.html Delay between TMC report and Reuters news alert approx. 5 minutes. Great work, everyone! In this case, I think this news was expected after press conference was...
  4. engle

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

    Hello everyone! Am hoping a German native speaker is online to watch the Brandenburg news conference and let us all know the results. Much thanks! Russ
  5. engle

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

    @StealthP3D I noticed you mentioned "batteries". Here is a recent email I'm able to share from one of my contacts whose team is leading the battery project at 47700 Kato Rd. in Fremont: "You have a great vision and choose to be a Tesla long-term investor, you are now well rewarded for your...
  6. engle

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

    Elon just filed his Form 4s!! SEC FORM 4 (first of two) Exercised this option: 2,154,572 A $ 6.24 And sold 257,279 shares on Monday, 11/08/2021 at prices ranging from $1,135.05 to $1,175.654 to fund part of his taxes owed on this exercise. 1. THE TRANSACTIONS REPORTED ON THIS FORM 4...
  7. engle

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

    Thanks for correcting me @Tim S that's right I forgot during Monday's excitement! So another split may occur sooner rather than later if $TSLA continues on its positive trajectory. Baring awful macros, as Austin and Berlin ramp up, I think it will split again by 2022 Q2. Just realized SP is...
  8. engle

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

    The first split was announced when we were around $2,200 / share. Perhaps a 2-1 split is forthcoming now? Date Open High Low Close* Adj Close** Volume Aug 31, 2020 444.61 500.14 440.11 498.32 498.32 118,374,400 Aug 31, 2020 5:1 Stock Split Aug 28, 2020 459.02 463.70 437.30...
  9. engle

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

    Tom Brady Helps Hertz Advertise Order of 100,000 Teslas (Hertz Video) (7:57 B-roll) This is the low res version the high res is not finished processing yet apparently. It includes: behind the scenes of the commercial shoot; 4 commercial spots; and the Hertz airport Tesla rental experience...
  10. engle

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

    Hertz is already sending emails featuring Tom Brady and Model 3's to their Gold Plus Rewards members. They also posted new 30 and 60 second ad spots featuring him and the Model 3! Even my son (and 88 y/o mom) are now a "Teslanaires" as of today. :cool: I bought his first 100 shares in 2012...
  11. engle

    Safety Score

    Just got the email also!!! 99.42/100 no resets. 522 miles since I got my car back from Tesla San Jose Body Shop on Sep. 28 after they repaired it ($19K -- USAA almost totaled it) from another Model 3 covered by Tesla Insurance that ran a red light and T-boned me in Fremont (caught on TeslaCam...
  12. engle

    Safety Score

    Thanks, and congrats to you, too! I just managed to round up the past 7 days to 100 Sunday PM PDT. I guess I missed the cutoff for when they pulled the data to select the first batch. I'll keep it at 100 and hope to be added later on... I must say it was nerve-wracking driving a perfect 156...
  13. engle

    Safety Score

    Congrats! Did you score "100" seven days in a row -- or did you round up to 100? round(99.5+) = 100? Curious minds would like to know.
  14. engle

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

    Don't think it is quite that simple. A prospective tenant of mine works in Fremont Factory as a tech on the team that maintains the production robots (e.g. Kuka and that other commonly deployed type). He said (hearsay from me!) they are constantly either breaking down or needing re-alignment...
  15. engle

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

    Hi @jhm I don't have time to create a spreadsheet, but here are the raw Google TPU v2 and v3 numbers so someone else can do this: Pricing | Cloud TPU | Google Cloud I'm not showing Iowa (us-central1) because v3-32 is not available there. Either sold out to customers, or $GOOGL is using...
  16. engle

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

    Google developed TPU v1 (inference only), followed by TPU v2, v3, and now v4 (for training) precisely to stop giving Nvidea boatloads of money to buy thousands of their GPUs, control their own performance and destiny, reduce power and datacenter space requirements, reduce cooling requirements...
  17. engle

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

    Later this year, Google TPU v4 will be available for rental in their datacenters. It will be incredibly expensive, as is Google TPU v3. Tesla is better off building their own silicon to precisely match their model training needs, with enough generalization capability that they can rent time on...
  18. engle

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

    The man known as "the Leonardo da Vinci of robotics", Professor Dennis Hong of UCLA, posted this on his Twitter feed an hour before AI Day was scheduled to begin: Dennis Hong @DennisHongRobot 11h Sometimes your place is on the stage, sometimes your place is behind the scenes. Wherever you are...
  19. engle

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

    My video below is in jest of course, but the fact that we are seeing premium gas ~$4.50/gal here in Californication and the price is high to a lesser extent across the USA is an awesome demand driver for Models 3 & Y!! As an investor, I hope the price only keeps going higher and never returns...
  20. engle

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

    This NHTSA investigation is just short-term noise in the long-term $TSLA investor scheme of things. IMHO, it created a buying opportunity due to typical over-reaction. The timing is perfect for Elon since he gets to respond when he and Andrei K describe FSD 4.0 and, hopefully, we get to meet...
  21. engle

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

    Most of these companies have US manufacturing facilities to avoid transatlantic shipping, etc. For example, Mercedes SUVs are built in Alabama as I recall for the US market. [true: Not EVs Yet but They Should!] I'm in a good mood because I just ordered a Model Y Performance to replace this...
  22. engle

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

    Hey Wicket! Wicket good!! (I was nicknamed "Doctor Devo" o_O by my frat brothers at Hopkins for good reason.) The Model X (and Model S) product manager told me the X Plaid is coming out "soon" on July 26 and smiled. This was after he interrupted me capturing this 50-second walkaround...
  23. engle

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

    Thanks, Buckminster for posting these thread links. I'm hardly on here (no time) so would not have found them on my own. Also, I did check out the robot one and there's hardly anything posted - seems to be low participation. willow_hiller, speculation is what investors do before major events...
  24. engle

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

    Tesla AI Day August 19th: Updated and New Predictions based upon Tesla's hint published by Rob Maurer Tesla Begins Sending Out AI Day Invitations My 1st prediction that the FSD 4.0 chip architecture and board will be announced was correct. Prediction #2: it's being installed in all new...
  25. engle

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

    OT reply: Yes, very happy no injuries at all. I can't publish his real first name so I called him "Idiot" as in "village idiot" because he pissed me off. It could have been worse like fracface lol. It was 5 pm on a beautiful, clear Saturday. He was driving on a 4-lane, 2 in each direction...
  26. engle

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

    I think $TSLA will rally prior to 2021 AI Day and sell the news afterward. LMFAO StealthP3D! My brain must be "shaken, not stirred" from the accident so I posted that LIDAR has some advantages over pure vision. :cool: Your sarcasm is better than my similar thoughts when this happened after I...
  27. engle

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

    Of course not (did you read the article?), but they seem to have invented hardware sensors (two radars spaced apart) that work in adverse weather conditions. Perhaps Tesla already evaluated their tech and passed on it... 100% Off-topic: It's 11:40 PDT now my birthday ends in 20 minutes...
  28. engle

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

    You are correct, @StealthP3D I didn't do my LIDAR research and jumped to conclusions seeing a Model 3 test mule in early July with what appeared to be LIDAR mounted on the roof near HQ 4 years later. I don't know for sure if what I saw and recorded on my phone was in fact, LIDAR. What about...
  29. engle

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

    To the posters that wrote they expect a "free upgrade" to HW4, do you expect a "free upgrade" to your A# chip every time Apple releases a new one? I didn't think so... :cool: (As an owner I want one, too. As an investor, I don't want us all to get it without paying for it - see the difference?)...
  30. engle

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

    I did not write they are adding LIDAR to production consumer vehicles. I predict they will add it someday to vehicles produced for the Tesla Network fleet. Laser energy penetrates water which blocks video sensors. Would you want a city fleet of vehicles disabled everytime it downpours? I don't...
  31. engle

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

    They are charging $1,000 to the $199/mo FSD renters. They could have had a "rent to own" the hardware upgrade program. I'd also like a free HW4 upgrade. I don't see Tesla doing that -- not because of the cost of the board, it's because of the labor hours involved which would backlog all the...
  32. engle

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

    Here is what I expect will be announced on August 19 during the 2021 Tesla Autonomy Day: All Teslas in production since XX/YY/2021 have the new FSD Hardware 4 installed. HW4 has #.#x improved performance over HW3.0 with 1.#* higher power and lower cost. It is a Tesla-designed SOC (System On a...
  33. engle

    Different Plaid X Seen at Fremont Factory 7/26/21; brief S and X Product Manager chat

    Here are the photos captured before the product mgr returned. Sorry for the delay! I'm busy and now have been dealing with insurance for my Model 3 that was red-light-broadsided by another Model 3 in Fremont (where else?) on 7/24. I noticed at the place where the windows close there is what...
  34. engle

    Different Plaid X Seen at Fremont Factory 7/26/21; brief S and X Product Manager chat

    2022 Tesla Model X Plaid Walkaround and Peek Inside at Fremont Factory I saw a Plaid Model X charging at the Fremont Factory Store on July 26, 2021. I took half a walkaround video including peering inside before the "owner" returned. He told me he's in product marketing. We chatted about Model...
  35. engle

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

    2021 Q2 It will be a blow-out quarter! :D My white 2018 Q3 Model 3 Dual Motor received a special "technical indicator" on Saturday when someone driving a baby white 2021 Q2 Model 3 with < 1,000 miles ran a red light at speed and slammed into my 2018 Q3 2-year-old :eek: just 3.5 miles from their...
  36. engle

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

    I've been absent here since ~Jan. Wife has been periodically day and swing trading from 2.5 - 10% (not happy when it's 10%!) of our holdings "out" at any given time in my Fidelity Roth IRA [1] with "IRA margin" (not a loan but you can buy/sell as much as you want intraday). She can also trade...
  37. engle

    Reminiscing about my Feb. 2012 Model X Day One P83 Reservation

    P83 meant that I had production reservation # 83 for the Model X. There were also a limited number of "Signature" Model X vehicles with different reservation numbers and special paint. People at the Model X reveal event in LA at the Hawthorn Design Center (next to SpaceX) were able to reserve...
  38. engle

    Machine Learning for Future Telematics Insurance Products (from job posting)

    Senior Data Engineer / Software Engineer (Telematics Insurance) Job Category Engineering & Information Technology Location Palo Alto, California Req. ID 67603 Job Type Full-time APPLY Tesla participates in the E-Verify Program Data is deeply embedded in the product and engineering...
  39. engle

    Roadster 2023

    Work? I started speculating in $TSLA for $5.022/share post-split on 8/4/2011. Yes, I could have easily lost my entire investment (just like e-Toys). Instead, I don't have to work anymore and get a special Roadster "dividend"! (I'm not reserving one no need to give them a free loan.) Seriously...
  40. engle

    Reminiscing about my Feb. 2012 Model X Day One P83 Reservation

    Those of us who ordered signature and first production Model X P90D's (on day one in Feb. 2012) had so many uncertainties waiting 4 years for our X's. I had only seen a pre-production mule at the Santana Row store, where I interviewed George Blankenship for the community (part 2). Later, I was...
  41. engle

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

    The $695 trade was real. Here is mine. I got lucky. The jump from my $679 limit to $695 makes no sense to me. I'd placed this order at 2:01 PM EST. Perhaps it was executed as part of the "closing cross"? The 3:59 PM high was $665.
  42. engle

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

    I've lived in Fremont, CA since 1988 [1]. The mayor bought her family home from the real estate broker wife and me, we're good friends, and yes, Lily drives a white Model 3 Dual Motor just like my wife's car. It *was not* Fremont that shutdown the factory before. It was the former Alameda...
  43. engle

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

    What is Naflaus' Twitter handle so I can follow her? I tried searching for that name and couldn't find it. (*Sorry* ego-trippin' Mods if this is "off-topic" but it's after-hours now!) :rolleyes: Btw, Gary Black's latest tweets are: "Gary Black @garyblack00 1h $TSLA approved to start selling...
  44. engle

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

    Come on, baby! Black Friday Red Roadster II Day!! $TSLA $600+ you can do it!!! BUY! BUY! BUY! https://www.tesla.com/ns_videos/roadster_videos/roadster-loop-imperial.mp4?20180329 I described why there is no need to give $TSLA the $50K interest-free loan here. Maybe I will just give them the...
  45. engle

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

    https://twitter.com/garyblack00/status/1332239429591834629 Gary Black @garyblack00 29m: "$TSLA following same pattern as last few days: Down pre-market as those who’ve sold weekly calls sell stock to buy the calls back cheap; causes S/T traders who thought TSLA going to $600 to bail out...
  46. engle

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

    Unless my 780 SAT math is off, going from Wednesday's $574 close (I am ignoring pre-market trading) to $670 over the next 6 trading days (actually 5.5) would require an average CDGR (Compound Daily Growth Rate) of "only" 2.61% each of the 6 days. That is certainly in the realm of possibility...
  47. engle

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

    Russ' $TSLA "Base", "Bear", "Best", and "Elon's 20M units" Share Price Predictions for 12/31/2030 I think @Robocop makes an important point. $AAPL market cap is ~$2T today. If you assume that $TSLA continues to be the dominant force in a growing EV market profit-wise (like Apple over Android)...
  48. engle

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

    We may be up 1.35% right now due to Tesla investing $6,400,000 dollars (LOL) in this factory. I'm not sure if I should love the "traders" or the AI/ML algorithms buying on this big news more! :rolleyes:
  49. engle

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

    Correct. This is from page 25 of S&P's 41-page methodology: "S&P Capped Market Cap Weighted U.S. Indices. The indices are rebalanced for reweighting purposes quarterly after the close of business on the third Friday of March, June, September, and December. The rebalancing reference date is the...

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