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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. redan

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

    Well, isn't this a fine turn of events: https://www.reuters.com/article/usa-sec-s-p-idTRNIKBN2S41ZE
  2. redan

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

    😅, so I now have a one in three chance? ;) I want you to be as rich as possible. 🤣
  3. redan

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

    And the corresponding tweet, along with picture:
  4. redan

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

    Demand problem? :rolleyes: 🤣
  5. redan

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

    Just in from @Troy • 372,070 production • 363,000 deliveries
  6. redan

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

    Another investment firm initiates coverage with a Buy rating ($333.33).
  7. redan

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

    More German beaurocracy? From Google translate: At the beginning of June, the Grünheide main committee approved the plans of the US electric car manufacturer to expand its factory premises and recommended that the local council initiate a procedure for a new development plan. However...
  8. redan

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

    Weekend OT. It took about 13 months, but we have a new addition to our Tesla family! Our contribution to Q3 gross margins:
  9. redan

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

    Quite a sight to see in the UK. Get ready for some September deliveries!
  10. redan

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

    Hmmm.... Maybe this is what he'll use some of his Twitter-earmarked proceeds for if he can get out of buying Twitter. What's crazy is it's hard to know for sure these days whether he's joking or not. 🥴
  11. redan

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

    Great hiring video put out by Tesla Shanghai Team:
  12. redan

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

    For what it's worth with respect to the inflation discussion:
  13. redan

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

    This is pretty cool and should help keep the supply chain flowing: https://www.bloomberg.com/news/articles/2022-07-21/musk-s-fast-lane-speeds-tesla-suppliers-across-us-mexico-border#xj4y7vzkg Tesla Now Has an Exclusive Lane at a US-Mexico Border Crossing Nuevo Leon state has a lane solely for...
  14. redan

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

    This could be interesting to listen to (then again, maybe not):
  15. redan

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

    I didn't see this posted yet (I think we agree with the generational opportunity that TSLA represents): https://www.marketwatch.com/story/tesla-stock-selloff-created-generational-investment-opportunity-analyst-says-2022-06-22
  16. redan

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

    Not news to us, but nice to see in any event:
  17. redan

    Sure, absolutely. I'm send you a DM. My wife is Amy Reade - she always loves meeting authors...

    Sure, absolutely. I'm send you a DM. My wife is Amy Reade - she always loves meeting authors, we should put them in touch. Amy does lots of collaborations with other authors (newletters, interviews, blogs, etc.).
  18. redan

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

    Ok, it's Saturday, with US markets closed until Tuesday morning. So I'll make an offer to my TMC brethren. Like @juanmedina, I was recently contacted by Tesla about the ability to launch something into space. However, rather than just a single photo, I have a 16GB time capsule. See email...
  19. redan

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

    Chicken Genius with a neat graphic (dated but still relevant today) showing what we know we (Elon, Tesla and us TSLA shareholders) are up against:
  20. redan

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

    With all the negative anti-Elon sentiment (sometimes even in this thread), it's nice to see things like this:
  21. redan

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

    Two sources of good news. First in China (where we now have a cargo count and destination) and then the US (where there is no competition):
  22. redan

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

    Elon giving stock advice. Hard to find justification to invest in several companies when one is head and shoulders above the rest.
  23. redan

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

    JPMorgan just published a "big" increase (the two main established laggards, JPMorgan and Citigroup, both went up about 20%), although still laughable. Here's the current tally of PTs on the Street:
  24. redan

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

    I like the sound of this ($2300 PT now by far the highest on the Street):
  25. redan

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

    Another margin trigger? Tesla removes "free" mobile connector - it's available for purchase for $400 in the Tesla store (apparently with additional adapters, per Elon).
  26. redan

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

    New, updated Ark targets out (too low, IMO):
  27. redan

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

    Good news on the discrimination verdict getting cut back (still sizable, however): https://finance.yahoo.com/news/u-judge-cuts-verdict-tesla-002924522.html
  28. redan

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

    Interesting product roadmap leak (not by Tesla or a Tesla employee, but by an automotive consultant). It will be interesting to follow the proposed timeframes and products and see if they match up:
  29. redan

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

    Gary Black with a tweet about Alex Potter/Piper Sandler note reiterating overweight recommendation and $1,350 PT. A lot of good info here:
  30. redan

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

    Dan Ives on CNBC (“massive catalyst)”:
  31. redan

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

    https://www.morningstar.com/news/dow-jones/202203247637/tesla-currently-up-eight-consecutive-days-on-pace-for-longest-winning-streak-since-january-2021-data-talk Interesting stock price facts, some of which put things into perspective on the crazy volatility ride we've been on and where we are...
  32. redan

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

    Interesting Pierre Ferragu tweets. I like where he's heading:
  33. redan

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

    Global Equities Research (analyst Trip Chowdhry) PT increase from $1200 to $1500:
  34. redan

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

    Interrupting the SP drama with a pretty good Tech Insider look at the basis for MY's 5-star crash test rating. All things being equal, I know what car I want my family riding in:
  35. redan

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

    No one builds as fast as Giga Shanghai. Wow:
  36. redan

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

    Deutsche Bank PT upgrade from $1,000 to $1,200:
  37. redan

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

    @wooter got it. The mug is available on a number of sites, and isn't Tesla-specific (as unbelievable as it sounds, some people have other hobbies!), but it does hit most of the high points. Only change I'd make is to delete the word "spare"! ;) :cool:
  38. redan

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

    I think my family knows me too well. Merry Christmas to my TMC family:
  39. redan

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

    Correction for November China production numbers. This is more like it:
  40. redan

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

    It might not be the "normal" year/quarter-end rush, but it will still be a busy delivery time:
  41. redan

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

    Adam Jonas/Morgan Stanley responsible for our bump (paywalled)? Top auto analyst Adam Jonas shares his 2022 surprises, plus a prediction for a big move by Tesla https://www.cnbc.com/2021/12/21/auto-analyst-adam-jonas-shares-2022-predictions-including-tesla-move.html
  42. redan

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

    Good info from Gary re: Deutsche Bank on Tesla:

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