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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. Zero CO2

    Elon & Twitter

    Sounds like a narrative fallacy ... easier to blame Elon than face your own reality ... and have to explain to you the real reason for cancelling , which the most obvious reason would be $....not Elon ...this is so bizarre , i cannot image doing the HW to buy a vehicle over $50K , an then...
  2. Zero CO2

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

    Thought experiment for today 1) review this chart 2) Imagine you have no idea of who the CEO of TSLA is.... and know full well MSM reporting is nearly 100% FUD right now .. just for clicks 3) You know TSLA is not a value trap , 50% growth projected, new products on horizon.(semi, CT, FSD) 4)...
  3. Zero CO2

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

    I sold my Model S to a GMC dealer in NJ this past spring they are basically a Tesla reseller:) wonder if this is widespread? as we know there is very little service required for Tesla vehicles and GM would have no idea other than to rip off unwitting customers ... how stupid would you have to...
  4. Zero CO2

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

    ARK in for ~ 31K shares ARKQ view fund page 11/14/2022 Direction Ticker Company Name Shares Traded | % of Total ETF Buy TSLA TESLA INC 31,013 | 0.6364 Buy GM GENERAL MOTORS CO 60,893 | 0.2618 Buy XPEV XPENG INC 80,000 | 0.0741 Buy SSYS STRATASYS LTD 35,346 | 0.0513 Buy VUZI...
  5. Zero CO2

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

    Would love to get a sense of how Tesla employees feel about their "Techno king" at the moment ? If they are heads down and let Elon be Elon then great ... lets hope they are not bitching like TMC Investor thread ... :p time for a long walk ... in for 10 more shares @ $189 .. i have nothing...
  6. Zero CO2

    Elon & Twitter

    I thought Marketing Genius initially when this Twitter thing was announced ..but Twitter is an unbounded cesspool ... there is mostly noise ... what is the the Marketing signal for Tesla ???? now the Tesla/TSLA FUDsters will easily venture well beyond the repeatable/bounded FUD lines for...
  7. Zero CO2

    Elon & Twitter

    Hangover begins :mad:
  8. Zero CO2

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

    SO TWTR overhang is over ... so now the Twitter hangover begins .... we will see next week if closing Twitter deal has any real impact on TSLA I know many folks here think so ... I think we need the Fed Pivot for real 🚀🌕
  9. Zero CO2

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

    I don't know about the rest of you but i am really tired of hearing about Musk and Twitter .... this week can not end soon enough ... but wait that likely wont be the end of the Twitter overhang : Option 1) Musk completes Twitter purchase ,endless stream of BS about how he is destroying Twitter...
  10. Zero CO2

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

    ARKQ view fund page 10/24/2022 Direction Ticker Company Name Shares Traded | % of Total ETF Buy TSLA TESLA INC 10,821 | 0.2502 Buy RKLB ROCKET LAB USA INC 63,831 | 0.0298 Sell ESLT ELBIT SYSTEMS LTD 1,145 | 0.0259 Sell IRDM IRIDIUM COMMUNICATIONS INC 20,461 | 0.1087 Sell AVAV...
  11. Zero CO2

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

    ARK in for some more TSLA ARKK view fund page 10/20/2022 Direction Ticker Company Name Shares Traded | % of Total ETF Buy TSLA TESLA INC 66,190 | 0.2011 Sell TSP TUSIMPLE HOLDINGS INC 9,369 | 0.0008 Sell MTLS MATERIALISE NV 17,416 | 0.0026 Sell BEAM BEAM THERAPEUTICS INC 6,303 |...
  12. Zero CO2

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

    https://ir.tesla.com/#quarterly-disclosure Shareholder Deck here soon
  13. Zero CO2

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

    where is all the FOMO from 2020/21 ... we are overdue .... this TSLA spring will release at some point ... never to return to compressed levels ... we have crossed the valley of death ... this past year has been illusory
  14. Zero CO2

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

    nope the folks here buying n shares and DCA have nothing to gain by it ... "chicken boy" on the other hand... and 20 shares 3 years ago is now 300 shares today .... so yeah i believe it when TMC members post share count purchases or sales for that matter
  15. Zero CO2

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

    and you know this as fact how? ... because someone said it on You Tube "Buffalo Chicken Genius" is that you hiding under the strange cybertruck graphic :p
  16. Zero CO2

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

    it means FSD is included ... My Tesla pre-owned(off lease) Model S that i bought last March had the same wording "capability" which is a bit misleading but the software is included and functioning , clearly you will not have access to FSD Beta yet but the base FSD will be there. sounds like a...
  17. Zero CO2

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

    reminds of this song by the Verve "Cause it's a bittersweet symphony, that's life Trying make ends meet, you're a slave to money then you die" we should all keep this in perspective as @Max Plaid suggest have a great weekend .. next week should be fun .... record earnings on the way
  18. Zero CO2

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

    i free up cash and buy at market price at this point .. i have 0 ability to time purchases other than to buy during the extended dips DCA is the way
  19. Zero CO2

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

    might have to initiate a survey for a new avatar for @Todd Burch the eye ball is getting disturbing to look at :p
  20. Zero CO2

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

    in for another 45 shares at $213 this is feeling like 2018/2019 without anywhere near the risk... back then I had a queasy feeling buying TSLA now i am completely calm , continuing to buy these dips. in 2019 Shanghai was not complete , there was no Model Y production , Cybertruck had not been...
  21. Zero CO2

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

    the simple clarity of "the mission" is why i stay invested(multi decade mission) .. opening up SC network is aligned with the mission , therefore it is the right thing for Tesla ... and will likely become another profit center (may be already)
  22. Zero CO2

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

    10 more at $238... wish i had more dry powder ... never used margin in 25 + years investing in stocks ... but thinking about the M word if this keeps up o_O one of my investing principles is "do not buy equities on margin ever"... seriously considering breaking this rule if TSLA goes sub $200...
  23. Zero CO2

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

    a very good view indeed ...not being condescending ... just realistic ... and also you asked for it .. so i complied with your request :)
  24. Zero CO2

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

    She could also be thankful she had the RSU to sell ... many don't ...and life happens to them... no sympathy for TSLA investors here
  25. Zero CO2

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

    in for another 15 @ $253.60 this AM ... forgot i had placed a limit order at $260 ... last week I thought this order had no chance ... blue light special this morning on record production and deliveries ... gotta love it Edit : admittedly i took the weekend off from TMC where i get facts .. was...
  26. Zero CO2

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

    i think many "reputable " companies have proven they cant handle the responsibility of SPI data over the years ... IIRC correctly SAY was bought by Robinhood another red flag in my mind .... however not sure how to prove share ownership to Tesla IR for retail investor info
  27. Zero CO2

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

    same here .. submitted this a while ago I think there was an email from Telsa IR then 0 feedback i am guessing they are only accepting Say - linking shares are others comfortable with this ? started the process with Say and the want login credentials for Brokerage/IRA/401 K accounts... seems...
  28. Zero CO2

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

    you need to be put on ignore .. you are a crafty care bear in disguise ... pretending to do your HW ... lot of BS on FSD and now OT stuff on Model Y most of your points are incoherent ... none of this IRA has been fully fleshed out yet and it does not matter ... there is no demand problem for...
  29. Zero CO2

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

    a real shame ....she got smarter than TMC ... decided to go it it alone on Twitter .... bad move as TSLA investor
  30. Zero CO2

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

    got it... i missed those discussions ... is there a chemistry based suppressant ? foam or powder that could be developed ...
  31. Zero CO2

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

    you would think cutting off the oxygen would be a better approach to electrical fires.. (i propose a big fireproof blanket) maybe a chemical based suppressant needs to be developed to rapidly cool battery
  32. Zero CO2

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

    my wife now gets angry :mad: if I use FSD beta when she is a passenger ...I have to imagine it is very scary as a passenger... here are some observations in my months using FSD Beta: Is FSD Beta amazing? = YES Is it worth $15K today? = NO (any other company besides Tesla would have to pay me...
  33. Zero CO2

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

    so as a user the only thing i can proactively do is clean camera glass and use FSD beta more often ... nothing for me to calibrate as a user .... sorry for OT but i get quicker answers on Investment thread
  34. Zero CO2

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

    "don't fight the fed" ... use it as a buying opportunity for TSLA chairs.
  35. Zero CO2

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

    recalibrate? was not aware this was required ... admittedly i don't have time to carefully read all the release notes for FSD Beta
  36. Zero CO2

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

    first drive on FSD Beta 10.69.2... not much change for me ... problem with speed limit in residential area 55 mph ....that could be a real problem ... never had this issue before ... but i did try some new streets ... no posted speed limit but certainly default should not be 55 mph o_O
  37. Zero CO2

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

    maybe some green space for the workers at break time or as other suggested a garden ... a central park at giga Shanghai
  38. Zero CO2

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

    something just hit me .. with the anemic volume and relative lack TSLA SP commentary today @starfoxisgone :p
  39. Zero CO2

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

    picked up 10 @ $880.41 could not resist
  40. Zero CO2

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

    not sure where you are getting this info from ... have had FSD beta a number of months now ... it is scary especially in Brooklyn narrow streets double parked cars .. as someone suggested you have to drive to get the score, no hard breaking, no close following and no hard turns ... it is not...
  41. Zero CO2

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

    yeah like starting an electric car co. and a rocket co. :p
  42. Zero CO2

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

    there will be a buyer ready to purchase MY and M3 regardless of tax incentive this will not be an issue as anecdotal evidence to this i ordered 2020 LR Model S and was about to take delivery and Tesla revised my trade-in down by $5000 .. i balked and they had a buyer for my custom MS order...
  43. Zero CO2

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

    no actually a lot of positive news ... not the least of which was elon reaffirming production targets and new factory plans ... i am beginning to get grumpy too
  44. Zero CO2

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

    just to be clear ... I did not say/infer anyone was cheated ... just there was a lot of chatter ...
  45. Zero CO2

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

    just search this thread around august 2020 there were issues for some shareholders where the dividend shares did not show up in their accounts .. i did not have any issues myself .. but i seem to remember a lot of chatter about this
  46. Zero CO2

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

    https://www.wsj.com/articles/rivian-says-senate-climate-deal-puts-it-at-disadvantage-11659460641?siteid=yhoof2
  47. Zero CO2

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

    update: turns out i already voted my vanguard shares ...however they don't seem to have a record of this on their website Fidelity maintains a status of shares voted which is very helpful indeed
  48. Zero CO2

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

    just searched my vanguard account and no proxy notice for Tesla shares i only have a small number of shares ~40 but very strange their is no notification

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