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  1. 2virgule5

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

    Also would have sold a few days ago to have time to move money around… Sounds like a minor factor if any.
  2. 2virgule5

    Wiki Model S Delivery Update

    They must have rearranged the modules to allow for better cooling and higher output (maybe higher voltage) as well as improving the polar moment of inertia by bringing more weight in the center of the pack (has a big effect on handling particularly on the track)... Yes it may mean slightly less...
  3. 2virgule5

    Wiki Model S Delivery Update

    Well, then let’s count the $200M cost linked to S/X refresh with zero income as a one time item as well, which negates almost exactly the BTC & Reg Credit lines...
  4. 2virgule5

    Wiki Model S Delivery Update

    That’s the type of standard txt/email Tesla sends: Action Required: Good afternoon! Congratulations on your Tesla order! Please login tesla.com/teslaaccount to complete all outstanding tasks within the next 72 hours. Please note that delivery is prioritized for customers who have submitted all...
  5. 2virgule5

    Wiki Model S Delivery Update

    If the only bottleneck was yoke vs wheel they would have shipped everything with steering wheels and change them later. I’m speculating there are other issues probably in the supply chain that does not allow significant production yet. One could be that super duper new MCU with hard to procure...
  6. 2virgule5

    Refreshed “2021” Model S waiting room

    Worst case scenario the manual is available on the screen at delivery... and in paper version in the glovebox.
  7. 2virgule5

    Wiki Model S Delivery Update

    Prior to retooling S/X lines were only running 1 shift. If they fixed the ‘many details’ nothing stops them to bring a second one to speed up production if the supply chain is in place and the manufacturing steps well oiled... They would do that if they can deliver significant amount before end...
  8. 2virgule5

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

    SoC similar if not identical to semi-custom chips AMD is making to power PS5/Xbox One series X. This chip integrates CPU & GPU.
  9. 2virgule5

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

    Just says ‘March’ now, like anyone else apparently (model S thread)
  10. 2virgule5

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

    Not that I can recall but order is relatively recent (early Nov this year). Exciting and puzzling at the same time... I’m still betting on interior/exterior refresh, but not yet Plaid. Why would you say ‘end 2021’ so close to the actual launch? On the other hand, yes Y got there 6 months early...
  11. 2virgule5

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

    Yep. And my order says ‘prepare for delivery’ (no date given of course, that’d be all over the news here)
  12. 2virgule5

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

    Could it be the banks that did the secondary? Essentially they knew that the secondary was completed 24h ahead of everyone, engineered a dip to shake the weak hands and scoop some stop loss orders, then bought in trove knowing that the release of this info would boost the stock? Nah, that would...
  13. 2virgule5

    What's different from Model Y 2020 & 2021

    Did not see any confirmation yet, but range got an increase from 316 (2020) to 326 (2021 models), so it would make sense that this modest increase came from switching to the newest battery pack with more energy-dense cells like the 2021 model 3 (which got a biggest range boost with heat-pump)...
  14. 2virgule5

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

    I’m pretty confident that should you be short TSLA you’d be nervous way longer than a week-end...
  15. 2virgule5

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

    Ok, I must have missed a meeting or two, but when did ‘we’ move from owning islands to mountains???
  16. 2virgule5

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

    Which then becomes a race on who’s gonna buy the last remaining island is stock between the Principality of Unpilot and the Commonwealth of Krugerland...
  17. 2virgule5

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

    Which was about the same nonsense then than his current valuation of Tesla Energy at $12 or something... :rolleyes: Some are born to be clown all their life.
  18. 2virgule5

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

    VW may be able to save itself, Daimler is getting closer to being absorbed by Geely. BMW may be the sacrificed lamb... (the brand will likely survive for a time...).
  19. 2virgule5

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

    Rumor has it they partnered with Nikola (for the renderings)
  20. 2virgule5

    2014 S85, then 2016 S90D, now PM3 & M3 RWD & Model Y AWD. And after 1,5 year waiting finally got...

    2014 S85, then 2016 S90D, now PM3 & M3 RWD & Model Y AWD. And after 1,5 year waiting finally got the Powerwalls v2.
  21. 2virgule5

    $50k Deposit

    This was a very precient post... quite literraly putting the reservation money at that time into $TSLA would have given you the Roadtser for free by now... ;-)
  22. 2virgule5

    Model 3 HW3 retrofit questions, wait time, issues

    Yes you need to purchase FSD to get the upgrade to HW3 from 2.5.
  23. 2virgule5

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

    For what it's worth ordered my Model Y 12/22/2019 and made several updates - last one to add the tow hitch on 4/13. Then received txt messages from Tesla urging me to finalyze docs & financing as there were possibilities to get delivery mid to end of June. We shall see (still no VIN). And yes...
  24. 2virgule5

    Model 3 HW3 retrofit questions, wait time, issues

    Same happened to me 2 weeks ago but the 'rebooked' appointment was honored this time and I got my retrofit. So parts are coming in now that the factory also restarted. Lost phone connection (phone keys still working) & homelink had to be reprogrammed but otherwise all working well. I could see...
  25. 2virgule5

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

    Sure let's go to the other extreme... :rolleyes: Why can't people find productive middle ground is beyond me, and this board is not for political discussion. This fight will be quickly resolved to Tesla's benefit but the damage to California will be steep.
  26. 2virgule5

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

    You mean marketing? It is subcontracted to Daimler, BMW, VW, GM, FCA & others at their respective HQ.
  27. 2virgule5

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

    That Mr market is fundamentally irrational?
  28. 2virgule5

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

    Sold my trading shares 1h ago... call that luck. Not touching on the core ones though. This one is for the history books, maybe our man needs a little vacation. Either way we'll weather this one like all the others. Where is popcorn when you need it?
  29. 2virgule5

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

    Not disagreeing with the fact this is unecessary on Elon's part, but go tell that to my parents back in France who got fined last week for taking a drive to go and fix their other property.
  30. 2virgule5

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

    Oops. Starlink satellite out of sight ;-)
  31. 2virgule5

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

    Retails investors questions kicking ass (not surprised), great that they now start with these first.
  32. 2virgule5

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

    $600M in deferred revenue for FSD at this point (about 50% recognized now with new cars)!
  33. 2virgule5

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

    So a full 6 weeks of shutdown, with gradual restart of a few weeks at best... does someone a has model to estimate impact on production for 2020? Looks in the ballpark of -80k...
  34. 2virgule5

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

    The CNBC app works pretty well for this (if only for 10 min delay)
  35. 2virgule5

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

    Wait till the new NJ bill with -$5k EV price reduction comes into effect...
  36. 2virgule5

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

    Sold my trading shares at $900 last week (I call that luck!) and I’ve been buying back some all this week on the way down - KarenRei style I guess. I did buy a bunch this morning aligned with lower BB per Papafox. Did not sell any so I haven’t made money yet on those but only on my trading...
  37. 2virgule5

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

    Read Papafox’s TMC thread - check make limit order $635 right at the lower BB while brewing morning coffee - check make money - check Shout out @Papafox and all regular contributors to this thread for your invaluable advices, rants and memes. Have a great week-end.
  38. 2virgule5

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

    Well then autists & myself, how would I know, the only TSLA I sold were trading shares to buy more stock later :)
  39. 2virgule5

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

    THIS. We need a ‘bring your short to work’ day or something so I can pay for my second roadster. Also Robinhood will have to change its withdrawal limit, I mean in 2022 that will barely make it for 5 TSLA shares per day...
  40. 2virgule5

    Taptes Model 3 USB Hub

    Got the same and I’m pretty sure there was no sign of ‘preorder’ when I ordered mine on 1/25... I’ll give them the benefit of the doubt but if I’m having trouble with any unit I’ll too file a claim with Paypal.
  41. 2virgule5

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

    Well, I’m up a Tesla Roadster just this week playing options, so in a sense they’re kind of my friends now, no? ;)
  42. 2virgule5

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

    We need a « hug » emoticon made out of gold and diamond inserts (time to up our standards guys). Looking forward to more insights on the importance of that model Y picture w/ cast underbody while I prepare the pop corn.
  43. 2virgule5

    Short Squeeze Strategies

    :D:pThis thread is going to pay off big times starting tomorrow :p:D
  44. 2virgule5

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

    Speculations? Yes plenty but no facts yet :p I’m still betting on 2170 supply being a bottleneck with imminent Y launch, while 18650 are still available (and subject to same chemistry improvements over time). I think 2170 in S/X will come over for Plaid later this year.
  45. 2virgule5

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

    Well, maybe no interior refresh yet but new batteries are possibly a big deal. Not sure they are ready or in need to add more KWh (given poor state of ‘competition’) but a return of lower capacity with gains in manufacturing efficiency would be a boost in gross margin & bottom line while they...
  46. 2virgule5

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

    New S/X hardware imminent as per one of our fav. hacker: green on Twitter

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