Search results

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

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...

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...

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...

Nope.

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...

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

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...

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

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

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...

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

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...

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)...

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

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

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...

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.

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...).

Rumor has it they partnered with Nikola (for the renderings)

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

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... ;-)

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

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...

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...

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.

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

That Mr market is fundamentally irrational?

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?

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.

Oops. Starlink satellite out of sight ;-)

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

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

Stay. It's on now...

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...

The CNBC app works pretty well for this (if only for 10 min delay)

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

When did he order?

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...

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.

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

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...

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.

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

Done :cool:

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.

:D:pThis thread is going to pay off big times starting tomorrow :p:D

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.

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...

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