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  • The final cut of TMC Podcast #27 is available now with topics time-stamped. We discussed: Consolidation in LiDAR manufacturers; Volvo EX90 shipping with LiDAR; FSD Beta Full Release in N.A.; FSD detecting autopilot cheats, Gwen Shotwell directly overseeing SpaceX Starship; and more. You can watch it now on YouTube. We should have it published to podcast networks shortly.

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  1. X

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

    i'm sure @OrthoSurg and others who work >>24h can also attest to, I'm thankful for AP / FSD replacing parts of my brain rotted away from on call that long in a row .
  2. X

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

    per CNBS: Citigroup faulted by U.S. banking regulators for poor data management in ‘living will’ review this is the same citi coming in with the upgrade?
  3. X

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

    usual pre market push down?
  4. X

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

    i know, but re: ??Takeover post
  5. X

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

    This Board needs a reset and reminder on the mission
  6. X

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

    Thanks @Todd Burch 1. The beating will continue until morale improve 2. Share on sale not advice Got it
  7. X

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

    all this hand wringing. record deliveries record profits AI development (whether ready for primetime or not) factory ramps this board laments market not "getting it", being disconnected from fundamentals. here we are doing same thing diverting discussion. remember- take private thai...
  8. X

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

    Who remembers what happened after last logistics hell of 1H 2019? 🤔
  9. X

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

    today's episode of TSLA "strength" is sponsored by....?
  10. X

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

    someone please explain what this means
  11. X

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

    Achieving 26.8m/s (60mph) in 2s is an average acceleration of 13m/s per s = 1.36g. This is average sustained over 2s. From what I understand the G force is an instantaneous quantity Edit: paging @Gigapress
  12. X

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

    exactly. wait times long = production sucks = no profits wait times short= no demand talk about an echo chamber
  13. X

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

    Any theory for the relative strength today? Elon buying? Hope not to be jinxed
  14. X

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

    OT. Discovered this the other day on (millions of) grocery store mailers. #noadvertizing.
  15. X

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

    Sums it up for dumb dumbs like me. Post of merit nomination
  16. X

    J1772 Gen 2 wall connector & NEMA 14-15 wall connector

    to be clear, the Gen 2 40A, tesla connector with 14-50 plug is unmodified except for the elon face plate?
  17. X

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

    wow, what an original idea Twitter misses earnings expectations, partially blames revenue drop on Elon Musk takeover bid
  18. X

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

    Here comes 9%. Can anyone educate me on my question?
  19. X

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

    So, up or down 9% today? Yes More seriously: are the “implied” moves based on options activity ever reality? How does that actually work? (If real or “manipulation”)
  20. X

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

    Yes. That was what I was referring to as master of coin mentions margin pressure with factory ramp. Otoh far from money furnace though
  21. X

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

    When Elon buys twitter everyones a lawyer. When tesla posts a skillful quarter everyone’s an @The Accountant
  22. X

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

    75% holdings "converted to fiat". I think that means "sold";)
  23. X

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

    yup, akin to Model S/X charge to refresh last year. Also, note that this was exactly what master of coin forecasted.
  24. X

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

    "but margins decline".--LK. you can see the fud already
  25. X

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

    OT At least you got the tesla of pain managements. Half of @OrthoSurg at my shop don’t want blocks
  26. X

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

    inflation hell + fed hell + twitter hell = ?
  27. X

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

    Is it too soon to talk about beta ?
  28. X

    Gen 3 HPWC wire box

    Replacing a Gen 2 with Gen 3 for bottom entry. (6AWG) Anybody try going directly to the terminal blocks with bottom entry rather than looping it around the top? Don’t have enough exposed wire and hassle to add.
  29. X

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

    OT: isn’t there a twitter account named Pope of Muskanity? They must be besides themselves right now
  30. X

    Tesla Wall Connector Gen 2 Overheating-What's wrong?

    had the same thing happen! did that exact thing. There was some black residue on one of the lugs securing one of the hot legs but they were definitely both loose after ~2 years installed. Fingers crossed. Edit: charging 40A with #6 wire
  31. X

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

    I will not post anything until @The Accountant posted. I will not post anything until @The Accountant posted. I will not post anything until @The Accountant posted. I will not post anything until @The Accountant posted. I will not post anything until @The Accountant posted. will do better...
  32. X

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

    ~30M shares, about to break volume record?
  33. X

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

    So 775 pre- “super bad feeling job cuts” is the target?
  34. X

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

    I'm an Ego Power fan, don't need a zero turn but they've got a couple that can go 2-4 acre+. Got their lawn mower and snow blower tho
  35. X

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

    so... falling P wait times = sooner recognition of higher margin ? :cool:
  36. X

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

    why are there futures the eve of a trading holiday?
  37. X

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

    OT: Twitter meeting going on now. Interesting that its during trading hours. BTW, we've hit our Beta gremlin of 2X:confused:
  38. X

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

    Ford stops selling MachE, up 4% :rolleyes:. CNBS article for those interested. Something about the batteries @Artful Dodger
  39. X

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

    OT: is Ellison among the 10%? 😜
  40. X

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

    I can see it now : Model Y recall due to slow charging speeds. Untrained customers testing experimental charging curve.
  41. X

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

    Vix below next magical step of 24 yesterday. Anybody explain what that “means”?
  42. X

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

    OT: meanwhile beta 10.12.2 has totally solved my left hand turns. No more unusable stuttering.
  43. X

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

    Now Dicks sporting goods setting the next fire
  44. X

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

    hmm 621.72 is within 0.06 of 50% of 1243.49. Take that numerologists.
  45. X

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

    how many more flags can be raised before the next one is meaningless?

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