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  1. insaneoctane

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

    I'd like to share my thoughts to help contribute to the range of CT responses... Cybertruck is original, badass, capable and polarizing Tesla has changed gears significantly with their pricing approach For me, HUGE disappointment with today's pricing vs product reveal pricing. You just can't...
  2. insaneoctane

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

    That's almost 1/2 kWh/mi. Am I alone to have thought Tesla would do better here?
  3. insaneoctane

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

    Interesting move after losing billions during union negotiations suggesting they couldn't afford the terms...only to turn around and buy back 25% of your stock and give stock holders more dividends....if GM isn't bankrupt by the next union negotiations, this will certainly be included in the...
  4. insaneoctane

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

    I'm drawn back to what I said here: https://teslamotorsclub.com/tmc/posts/7917361/ These manufacturers/dealers are using the slowdown in the economy as the scapegoat for their poor EV sales performance. It's not an EV thang....it's a new car thang! If they were looking at the whole picture...
  5. insaneoctane

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

    This article doesn't paint a pretty picture of how this looks (image) for Tesla in Sweden... Instead, around 90 percent of Swedish workers are covered by collective agreements, a type of contract that regulates the relationship between employers and their employees, including pay, pensions, and...
  6. insaneoctane

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

    Attended the LA autoshow today. There sure is a lot of EV emphasis from EVERYONE present considering the "lack of demand" and reduced model output from legacy. I think of the dozen or so models available to test drive, 99% were EVs. I always feel like Tesla should attend these events to...
  7. insaneoctane

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

    I can't bring myself to use FSD much anymore (still occasionally). Knowing v11 is a dead branch, I no longer feel like using it provides useful data to Tesla to "solve FSD". It's not good enough for me to use around town regularly vs me driving. I'll be happy to start using again, as a...
  8. insaneoctane

    Tesla to Starlink/SpaceX portfolio ratio?

    I'm somewhere between 10% to 20% at the moment. Honestly, it is easier for me to wrap my head around the TAM of Tesla even beyond automotive than Starlink / SpaceX. Maybe 15%? Hmmmm
  9. insaneoctane

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

    Good holiday/weekend question...how much of your TSLA portfolio would you be willing to sell to enter into either a Starlink IPO or SpaceX position? If you want to participate, please answer in the thread linked below so as to not clutter this thread...
  10. insaneoctane

    Tesla to Starlink/SpaceX portfolio ratio?

    If we get access to buy Starlink as an IPO or even SpaceX directly, what percent of your TSLA holdings would you be willing to sell in order to buy? I'm sure when this happens matters, but if it were today, what's your thoughts?
  11. insaneoctane

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

    What a great example of WHY Elon & Tesla have pushed so hard to accelerate the transition to sustainable energy. This is Toyota's plan WITH Tesla...imagine it without!
  12. insaneoctane

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

    A few years ago, I would not have replied...But it still wouldn't have worked too well for options bought near ATH (early Nov '21). HODLers who bought at ATH have waited over 2 years now and are still upside down. By a lot. Even with a "guaranteed" stock like TSLA, the timing of options can...
  13. insaneoctane

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

    We live in a clown world... NEW YORK, Nov 21 (Reuters) - New York City Comptroller Brad Lander told Reuters on Tuesday that Tesla's (TSLA.O) board of directors should sanction CEO Elon Musk if he does not apologize for endorsing an antisemitic comment on his social media platform X...
  14. insaneoctane

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

    Hard to find many green stocks today. Does feel a bit strange....
  15. insaneoctane

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

    Looks like some Socal Tesla showrooms have CT on display. The fit and finish for the one in this video is solid
  16. insaneoctane

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

    Changed my avatar. Hoping it's reflective of TSLA soon...
  17. insaneoctane

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

    Excellent reminder. We all are continuously manipulated. It appears far more obvious with politics (to me) than other subjects. We all need to strive to do better and not fall victim to Gell-Mann Amnesia effect due to convenience. Let's not forget the shear number of powerful enemies that Elon...
  18. insaneoctane

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

    After reading countless articles on how "EV demand is slowing" and knowing interest rates and uncertainty with the economy are likely the real culprit, I sought evidence to support my hunch...At first all data appeared to contradict my hunch, because it showed how much better legacy automotive...
  19. insaneoctane

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

    Honest (after hours, heading into the weekend) question. Relative to the members in this thread, I've seen the full gambit of opinions about Elon. It ranges from love to hate. Credit to blame. Savior to devil. For the brand and stock price. So, my question is: if Elon stepped away from the...
  20. insaneoctane

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

    Unless the mods were deleting messages, having only a single page of messages since before noon (PST) on a trading day where we drop almost 10 points is astonishing for this thread.
  21. insaneoctane

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

    We sure are outperforming our beta today....🙄
  22. insaneoctane

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

    I thought insurance costs were required to be based off actuarials vs "concerns"?
  23. insaneoctane

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

    Feels to me like Tesla became the NA standard setter because they offered free access to their wonderful Supercharger network...
  24. insaneoctane

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

    Just a weekend thought.... Elon has long been a heavy proponent for government regulation for AI, right? How can he look at the SEC and possibly think it would be different for AI?
  25. insaneoctane

    FSD V12 (end to end AI)

    I've long worried about the emotional reaction that is likely to result from an AI system doing something "stupid" that any human driver would never do. But, If you're right, there is no reason to even pursue AI driving, because they'll have to have some "stupid" accidents as they continue to...
  26. insaneoctane

    Smelly stinky socks / mold in Model 3 AC

    Has anyone seen any methods for removing the filters and cleaning / disinfecting them to allow more frequent "treatments" between replacement?
  27. insaneoctane

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

    Excellent point(s). You bring up the key word compelling. Assuming the roadster isn't just a pretty face, having meaningful performance beyond the Plaid MS is creating not just a never-seen-before insanely capable vehicle (ie SpaceX package), but also a fantastically dangerous one. I suspect...
  28. insaneoctane

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

    Agreed. I don't agree with all their numbers, but the sentiment has foundation in the margin and profitability reductions seen over the last few quarters... I will say that the ride-sharing network, if driven by Tesla vision, ought to be more binary than listed unless they think there is...
  29. insaneoctane

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

    Just received an email titled "Maximum Music Dopamine" advertising this video:
  30. insaneoctane

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

    Anybody that wants non-biased responses. I think the amount of people who want unbiased information in their lives is both underestimated and growing.
  31. insaneoctane

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

    Is someone willing to extrapolate this for me? Is this saying xAI coming to our Tesla's? Is a premium X account likely required or just a Tesla? What timeline seems probable? Is xAI similar to ChatGPT or? Having trouble understanding potential implications and would appreciate other's...
  32. insaneoctane

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

    I think that the manipulation has limits dictated by the macro. We're in a volatile time with pandemics, wars, inflation, and forced monetary tightening. This macro environment has significantly impacted TSLA's margins and EPS and allows manipulators many narratives to conceal their ~legal...
  33. insaneoctane

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

    Right on cue, the SP is hammered down to be kept around 220. You can set your watch by these forces...
  34. insaneoctane

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

    What you describe is Darwin award worthy (see bold above)
  35. insaneoctane

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

    You are definitely the exception of Tesla drivers.
  36. insaneoctane

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

    Well, by my calculations, Tuesday's close will mark 500 trading days since TSLA's ATH. TSLA has only had 2 other periods of time where the stock took longer to finally exceed any closing price. On 9/4/2014 the stock closed at a split - adjusted $19.07 and did not exceed that closing price for...
  37. insaneoctane

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

    My guess is battery production growth might be outpacing EV production growth? Just over 1 year ago Martin Viecha said “For the first time I can remember, we can access all the supply we need for both businesses.” From that point forward, with the impact of the economy and interest rates, it's...
  38. insaneoctane

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

    That's hilarious. According to Toyota's graph, manual mode is fully enveloped by EV mode and will always result in a slower vehicle. You can't make this stuff up!
  39. insaneoctane

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

    If true, you've identified the open door for legacy. Legacy is already losing lots of money on each EV that they sell, so do one without the compromises that you claim Tesla has. Sure they'd have to figure out how to do the EV drivetrain, efficiency, OTA stuff and all that other stuff really...
  40. insaneoctane

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

    Sorry, haven't you read the articles? Those ZEV credits are temporary and certainly will be drying up any moment...🙄
  41. insaneoctane

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

    Totally agree. Tesla used the original US subsidy very efficiently while learning the hard knocks of how to scale production EVs as necessary to make a profit. Everyone else made compliance cars and just used the subsidy to be a little more profitable for a few extra quarters. Their discipline...
  42. insaneoctane

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

    Is it a miss, or did the Tesla Model S really not make this list? https://insideclimatenews.org/news/26102023/inside-clean-energy-5-best-evs-2023/
  43. insaneoctane

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

    The FUD on X can be some of the worst. Where's the community notes on this one?
  44. insaneoctane

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

    Interesting how Tesla’s superchargers (or energy business) can be the reason other stocks don’t do well, but it can’t be a positive for TSLA. Sorry in advance, I believe this is paywalled…. https://www.barrons.com/articles/evgo-stock-price-economy-tesla-chargers-93f6bf8f
  45. insaneoctane

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

    Hmmm. One might argue if it results in increased sales volume and, potentially, higher margin, Tesla ought to do it for them...
  46. insaneoctane

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

    Elon is feeling significant pressure coming from multiple directions, IMO Interest rates are relatively high, and more importantly, are driving buyers payments higher faster than Tesla can cut prices, slowing demand at a time when his factories are increasing supply. Tesla seems to be lowering...