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We also don't know what Ford is bringing to the table either. I suppose it could just be that Elon wants the make sure the SC network is truly dominant. That's cocky enough to be an Elon move to be sure. Maybe he wants to crush EA/VW for firing his buddy? ;)

That's what kept me from jumping out of the proverbial window after looking at how much I'm down from the highs. I would have been happy as a clam back in 2018 if you had told me where I'd be today.

He also just tweeted "X" so probably something along those lines.

Wouldn't a model 3 refresh be a great time to start testing out some of the unboxing processes? I'd love to see a plaid 3 or a 400 mile 3 but I'm in the camp that we might see a modest range boost but mostly it will be about cost. Range isn't what prevents people from buying a 3, it's cost.

I've seen a few folks say that MSCI rebalance was a factor. IDK if that has merit or not.

Someone has to be on hand to clean the cars anyway. Interior, cameras etc. For the near future it will be a human plugging them in and then doing a quick detail while they charge.

Grain of salt but Emmet Peppers is saying that Bloomberg China reports the new Model 3 will be shown off by Elon while he is in China. edit

I prefer to burn them rather than eat them.

A hat might be too much, but I'll eat something gross. I do have a whole canned chicken I've been saving for a special occasion... 🤔

Is that really true though? If you can keep a stock suppressed then won't that suppression have a long term impact? It's not like NVDA jumped 30% over night because someone ran the numbers and assigned the correct PE. Gains build on gains don't they?

Not to mention "electric vehicle car" is a really stupid thing to write.

If the Ford/Tesla charging deal isn't the trojan horse that get's something larger rolling I'll eat my hat. Is Ford going to outright license the entire stack behind Tesla superchargers (or just have Tesla build them) to deploy their own chargers? Basically SCs but with blue lights. That would...

Ok, so who ordered the Schadenfreude?

It's because the stock went up a bit. SP seems to move targets more than the reverse.

I know it's not an accurate way to look at things as Ford is growing their scale, but currently they could just buy Teslas, rebrand and sell them, and still make a profit instead of -100%. ;)

Put a gun to my head and I'd say we get back to ATH in 2024. But if we wind up at 250 or 400 by EOY this year I wouldn't be shocked either. This is TSLA after all.

I also think price drops are lagging actual inflation. Nobody likes to lower prices after all. I've been pretty bearish on FSD for a while but the last few updates have really changed my opinion. Dying to see 11.4.x

So bearish! ;)

I think that is all but guaranteed. It's a no brainer for companies like Rivian now. GM probably won't, maybe STL? The small players will all come on board as the dominant and #2 EV players in the US align to the same standard.

Yeah I'm always skeptical. The local news did show up to talk to him though so idk.

Saw that guy on Twitter. His car caught on fire which sucks but he is going crazy tagging POTUS etc. Doesn't seem stable.

Yeah I think the 3/Y setup is just a nice balance between "a million buttons" and "just a screen". I like my stalks. I don't see why vision can't replace USS but from what I see online maybe it's only 80% of the way there. That said, I'll buy a Cybertruck even if Elon stops by my house and...

Dang. Market figured out that Tesla competes with Nvidia. :rolleyes::mad:

NVDA killed earnings. 14% up AH. Let's hope we can get a little bit of that magic.

Yeah but if they don't click then the money dries up. I believe most media FUD exists because Tesla draws so many eyeballs. Negative headlines get the attention of both lovers and haters.

Makes me wonder when people will stop clicking. How many hate articles can a single weirdo consume?

We can say the same for Abilene itself. ;) Most of the SCs along I70 are pretty well positioned in terms of visibility at least.

It is funny though that the other charging networks like to claim they have more or at least an equivalent number of locations as Tesla does but I don't think I've ever actually seen one in person. Meanwhile the Tesla chargers are at grocery stores, gas stations like WaWA etc.

^ this one?

China has passed Japan in terms of auto exports. Way back when we learned about how favorable Tesla's deal was with China this was the obvious goal of the CCP and also why I laughed off any FUD about China kicking Tesla out or whatever. Tesla is helping China become the dominant EV market and...

I mean, the worry is that his side gig might be a drain on the brand so I think those fears will recede when we get back to ATH and higher. Either way Elon is our guy. He is what he is.

As far as tax liability? Some have had success generating extra liability by doing things like 401k/IRA to Roth conversions. Just in case she hadn't considered something like that.

I'll never understand how that manipulation is "legal" but if some guy goes on Reddit and tells people to buy a stock he will probably go to jail for a pump and dump. Well, I mean I understand that it's because of corruption, but you know what I mean.

Sounded fairly dovish to me. I think it was the GOP negotiators walking away from debt ceiling talks than anything. Then they can make 4 the next quarter and celebrate 100% QoQ growth!

Probably the same game Ford played with their cheap model. Push a few out to select large customers and convince all the fans that they are affordable. Had so many rip on me for saying "You can buy a lightning for 40k". I usually ask them to find me one so I can buy it. No takers yet.

It would need to be in exchange for free premium connectivity or something. Amazon does this with Kindles. You can pay say $100 and have no ads, or spend $75 and your Kindle has the occasional ad.

^Yes. Waymo hasn't proven that their system is even a valid business. Feels like Google's standard playground side project model.

It's a gift to auto dealers and fossil fuel interests. They know what they are doing but will hide behind "oh but someone needs to pay for muh roads". (let's not point out that tax revenue is fungible and only 26% of road spending is covered by fuel taxes) States earmark most of their motor...

It was obvious to me before Optimus was announced that Tesla would leverage their FSD tech for things aside from cars. I fully expect that as long as Tesla continues to execute in this direction they will be the leading company in the effort to automate everything. If you can run a car or a...

That's the important part. I said that in my earlier post. Elon won't change, most of us won't change our minds, so it's just a factor to build into your model if you are concerned. Arguing about it is pretty pointless until something major changes.

You said this was not impacting Tesla sales, which yes, it's impossible to say that. You don't have the data. By that logic we can say the macro environment and interest rate increases aren't impacting Tesla sales. Yes Tesla is growing. I didn't dispute that and I don't think anyone else did...

Impossible to say that considering the sizable price drops combined with new subsidies. If you drop prices low enough you will find buyers no matter what. It's also impossible to quantify the other side of the argument as you can't easily separate macro worries/rates etc. I don't know how...

Elon was very clear, he cares about his ability to discuss politics more than shareholders. That won't change. You also won't convince the people who think that everything he does is 3D chess. So arguing about it is pretty pointless. If you think it's a negative like I do, it's just something...

But they don't know that...may cause some to reconsider printing that next hit piece, or at least softening it.

He did reiterate that the economy will suck this year also so...

Elon sounds like he is excited about Tesla. Nice solid event.

Up 2.5% and then finishing the day red. And yes I'm bitter.

Get ready for the next wave of FUD thanks to JP Morgan's shady dealings with Epstein. US Virgin Islands are asking for docs as part of their case against JP Morgan and Elon is being subpoenaed as part of that. CNBC has an article.

Impressive that they could drop us nearly 9 bucks.

Assuming it's real, I think the largest part of the Twitter "overhang" is the risk of Twitter requiring more funding and forcing TSLA sales by Elon vs him being CEO.