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I haven't posted in almost a year. Not since after a couple of my concerns about Elon were taken down. This was around the time of comparing Trudeau to Hitler and supporting the Canadian 'convoy'. At the risk of being deleted again, in good conscience I feel the need to share this from the...

Assuming Starlink is valued around $100B in a couple of years when it IPOs , and assuming it decides to sell around 20%; I would personally love it if Tesla bought 10% of Starlink for $10B. A great way to invest some of the cash that Tesla will be throwing off, and a great way to continue...

Transitioning the world to sustainable energy is the reason the Model 2 will also be sold in North America. For many, the gas savings alone would pay for the lease of a Model 2.

Not to lose sight of the forest for the trees... This means with the $10k credit, the Model 2 will cost only $15,000 ! Tesla will cleanup like nothing we can imagine now .

Confirmation from Bill Wright that the picture is of a 4680 pack !!!

Re: Tesla Annual Shareholders Meeting Recently Elon said that the meeting this year would take place at the end of July or in August. Last year they announced the meeting on August 21rst for September 22nd. Exactly a month prior. That means we should get an announcement very soon. We...

In general, rather than another 5 for 1 stock split, can we collectively support the idea of Tesla doing a 2 for 1 split on a yearly basis to routinely clear out the barn ?

My pure speculation (guided by some public hints Elon has given) is that after the current 10 year CEO contract at Tesla is fulfilled by Elon, he will consolidate his holdings as one corporate entity, X , holding both public and private corporate entities. By that time he will own 25 to 30...

What a great idea ! Along those lines, if Tesla was to find a way to give every shareholder of record a "Tesla digital wallet", and then even deposit $0.10 a share into the wallet as a dividend on occasion, would that not require all the "naked shorts" to periodically buy back the shorted...

Dear Mods, The forum is near a breaking point when the discussion is let run rampant at the level of ZeApelido's level of conversation. @ZeApelido, are you here to teach or to learn? Perhaps once you have stated a point, assume you have been heard and move on. I REALLY REALLY wish this...

Curious to see it the stress in the oil markets somehow leads to a reduction in TSLA shorting. Obviously a million moving parts in flux out there in the financial markets these days, but one would think that shorting TSLA might be low on the priority list for any entity when financially...

I am not sure what tax implications your particular situation may have, but you can open an IB account, and when it is time to transfer your positions, you can for a few weeks create a synthetic stock holding using options. For example for every 100 shares you own, buy a 700 call and sell a...

For those times when you do need to use margin, no one beats Interactive Brokers. For larger transactions it is around 2% . Most broker rates are closer to TDAmeritrade rather than to IB .

Good Morning Karen, sorry for the delay in responding. Here is a photo of the sticker. In summary, ordered Jan 18th 2020, manufactured it seems on Jan 20th, available for pickup in Miami on Feb. 12th.

Where would I look for the build date ? Can it be decoded from the VIN ?

Karen, you were wondering this morning about other data points on US deliveries. Our family ordered another Tesla for pickup in Miami in order to ship to the Caribbean. Model X, pretty standard specs, white exterior, white interior; Ordered January 18th, it was available for pickup on...

At 1553 hrs EST, Reservation Placed RN 112871xxx

I'm not sure if it has already been mentioned, but the Cyber Truck is absolutely perfect as an Airport Taxi, or Taxi in general. I have a friend who would love to buy 20 today if he could. A hundred different use cases for which it is perfect. This will sell over 500k per year, worldwide...

All these permutations on the name alone, seen to hint at permutations of the underlying product. The first real "Transformer" (?) (!)

There are rumors circulating of discussions involving various levels of government about a gigafactory in Quebec, Canada, focused upon batteries.

I was wondering why the Q3 letter listed production capability for Models S & X as 90,000 per year when previously the capacity had been stated as 100,000. It makes sense if that missing 10,000 capacity is being earmarked for the new Roadster ! Since Elon mentioned Plaid S is being targeted...

Interesting consideration ! If we assume that Tesla grows the battery production in a manner in which they have grown vehicle production (roughly 50% per year); we can try to guess how much battery production they might start with in 2020. If over 6 years we start with 100 Gwh in the first...

With over a hundred delivery centers in the USA alone and perhaps 150 to 200 worldwide, one only needs 1 delivery per hour to equal 1000 to 2000 deliveries in a day.

All we have to go by is that there have been somewhere between 14,000 to 16,000 VINs registered for Right Hand Drive vehicles since May 31rst. (Great Britain, Australia, New Zealand, Korea)

Your basis premise seems to be that Tesla is limited by demand. Otherwise why would you not estimate 7,000 per week for 12 weeks - 84,000 for the Model 3 production, instead of your estimate of 69,000 ? And yes, as someone mentioned above, your early in the quarter estimate was off some 24%...

If the report is true that Tesla is offering bonuses if delivery staff reach delivery milestones of 33,000 and 36,000 for the month of June; I would guess that it may equate the 33,000 to reaching 90,000 for the quarter (to meet guidance), and 36,000 equating to 93,000 for the quarter (would be...

Wow ! Am I correct then, one is earning roughly 4% interest per year along with a free call option, good for 5 years with a strike price around $310 ! Hard to beat for risk / reward.

Exactly ! A few years down the road, the moat that is the supercharger network for car sales, will have the Boring Company Tunnels as its parallel with respect to the Tesla Network. The supercharger network has been a priceless investment; for an equivalent billion dollars, there could be...

A taxi driver was telling me the other day that he covers about 200 miles in an eight hour shift. 365 x 200 is 73,000 with an 8 hour shift. So the number is possible.

Ohhhh ! Care to share, or even hint ? ! :)

The only way I think they could buy themselves a couple of years is if Uber and Lyft were to merge (probably inevitable at some point) and sell convenience, as opposed to price with respect to traditional taxis.

With respect to demand concerns for Tesla, does it not seem obvious that on a monthly basis that demand is greater than: > 10,000 per mth in USA > 10,000 per mth in Europe (3 ships per mth) > 7,000 per mth in China (2 ships per mth) > 3,000 per mth in Canada & Mexico > 3,000 per mth in...

Is this a change from what was posted previously ? If so, is it pointing to the Roadster being available sooner rather than later? Any chance the recent retooling for the Model S and X included making room for producing the Roadster ?

They are talking with someone about something that is material. What and with whom ?

That's what I am thinking.

My hope for the event today and the earnings report on Wednesday is that they announce an intent to spin-off the autonomous driving division, as well as announce that Fiat-Chrysler (or some other vehicle manufacturer(s) ) are going to license their autonomous technology. A guy can dream can't...

Also let us not forget the cost of parking in large cities. On the low side it can cost $20 a day for parking ($5,000 a year for 250 business days). Try parking in Manhattan for less than $50 a day ($12,500 a year) ! Even being the safety driver of a car that picked you up and that you...

***Pure Speculation*** I'm trying to connect the dots between an Investor Event on April 22nd, an Earning Report that is early on April 24th, and an implied increase in the price of FSD on May 1rst ...? The pace of the timings imply an underlying motive that is yet unknown to us. The Tesla...

A thought of what would should REALLY impress investors on April 22nd, more than even a Level 5 demonstration. A business model that showed how the Tesla Network would be profitable. This is a hurdle that both Lyft and Uber have NOT YET CONQUERED, AND MAY NEVER, and yet they are both valued...

Tesla can maintain a significant ownership, and spin off part to existing shareholders. It resets the table with respect to all other players in the industry. With respect to the financial markets, advertising, short sellers, etc.....it basically wipes the table clean.

You are ABSOLUTELY right that it must be well thought out. A few points of inspiration can however redefine the challenge. The fundamental question is not how to price Tesla FSD technology vs other technology providers, it is solving the challenge of getting a person from point A to point...

A thought experiment looking out 10 years from now. EVERY large city in the world has at least one major corridor of congested traffic. If in helping a city with it's sewer, electricity, telecom and associated infrastructure at a fair price, the Boring Company was able to construct a short...

Thank-you ! This has greater potential then I first thought. Either in the coming weeks or in the near future. You offer a valuable perspective. There are currently roughly 200 million long positions that would expect to receive a share of the Tesla Network in the event of a spin-off...

About this being problematic for the shorts, could you please help elaborate ? Is it that shares borrowed by short sellers would have to be returned to their owners in order for the owners to receive their interest in the Tesla Network, thus lighting the fuse on "the burn of the...

Hello All, thank-you for the incredible insights over the years....first post here.... Is it possible that the Tesla Network could be spin-off from Tesla....thus the "Investor" wording of the April 22nd event ? Some sort of corporate structuring to make visible the latent potential of the...