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  1. Q

    Recent MYP Delivery Estimates

    Oh didn’t know that! But sounds doubtful they do that for Southern California cars…
  2. Q

    Recent MYP Delivery Estimates

    What flaps and ppf are you referring to?
  3. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    Wouldn’t be the first time a SC gave out wrong information, but would be glad to be proven wrong!
  4. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    I asked to postpone delivery until February since I’d rather wait a little longer anyway. Hoping that all cars get the new amd chips by then!
  5. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    I was reassigned a VIN number 345XXX… the advisor said the car was built yesterday and hasn’t even left the factory. But no way to confirm if it has the latest amd chip.
  6. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    Has there been any confirmed model Y has there been any confirmed model Y with the new amd chip at all?
  7. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    Just curious, up to how long ago did your car status say “We’re building your car”? Because that’s what mine still says, even though delivery is supposed to be tomorrow Or Thursday.
  8. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    Thanks for the info! Too bad you just Missed out!
  9. Q

    Some 2022 Model Ys shipping with MCU3 (AMD Ryzen)

    What area are you in? Any idea what the date of production is? Should be on the driver side door.
  10. Q

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

    Pretty crazy how we have to correct FUD from within the forums itself!
  11. Q

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

    There’s more poetry, ideas, and emotions in a minute of some rap songs than in whole albums of other music. But sure, RIP rap…
  12. Q

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

    Same here! No such thing as easy money as they say! Still, I have a hard time believing any news could drop the price to $600 in a week...right??
  13. Q

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

    this all happened in the very last hour of trading today. All of the put prices went up by about 300%, very strange!!
  14. Q

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

    I have a $600/500 put spread for next week. Premiums suddenly went up by almost 5-6X...anyone have any idea why? The share price barely moved.
  15. Q

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

    I was thinking of selling January 2022 at the highest strike price in 2 weeks. If I buy to close them after more than a year, you’re saying that it’s still considered a short term gain?
  16. Q

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

    I see it as less an objection and more of a surprise that Tesla is expanding in areas unexpected for a “car manufacturer”.
  17. Q

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

    This is the only take that matters!
  18. Q

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

    I tried that too but the quotes don’t update in real-time like before! Us TSLA addicts need to know every price changes!
  19. Q

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

    Is anyone else really annoyed that after the IOS14 update, the stock widget app no longer shows the real-time prices? So now I have to tap to launch the stocks app, and then when you swipe up to close out of it, you’re back on the widgets screen and have to swipe back to the right to go back to...
  20. Q

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

    You’re needlessly worrying about hypotheticals that any of us have little chance of predicting. Just sell when your research indicates that Tesla is no longer growing or able to execute to your expectations. Or just sell 2022 calls at the highest strike price. You can net $44k per call on a...
  21. Q

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

    I’ve had the song “Hey Look Ma, I Made It” play in my head all day today! Picked up a Model Y on Monday. Even though it is now my 3rd Tesla, this week was the one I feel like I truly “made it”. Not quite up to Teslanaire status but the path to it is pretty clear (TSLA @~$2000). Crazy to...
  22. Q

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

    Just do it!! You also have 48 hours to return if you change your mind though. I probably had the same mindset as you...I like driving so much that I didn’t think FSD would ever be worth it. But FSD is already great now and only going to be getting better in the coming days!
  23. Q

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

    I just received my call coordinating delivery for tomorrow. I tried to see if I could pick up June 30th morning but she highly recommended to avoid doing that as they are expecting to deliver 200 cars that final day! I’m going to push my delivery to Monday near 8PM instead. Seems like they...
  24. Q

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

    oh wow, just got a text setting up tentative delivery for this Monday afternoon June 29! The end of quarter delivery push is for real!! Though I work Monday evening so I will have to push it to Tuesday morning. Vin number is 22000+. Per TroyTeslike twitter, he’s estimating up to 50% uptake of...
  25. Q

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

    I had a deposit for a long Range rwd Model Y, standard paint and options, and was fine with waiting since I really didn’t need AWD. However I cancelled it yesterday....and submitted a new order for a blue AWD, Induction wheels, and FSD! Was hoping to spend less so i can continue to put more...
  26. Q

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

    sorry I was just being rhetorical! Was referring to the times of great despair many had way back all of 2 months ago when the market crashed and things were much more uncertain. 50k was considered a generous estimate back then!
  27. Q

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

    How in the world did we go from expectations of 50k car deliveries and a $2 billion loss for Q2 to possibly being profitable?? Wasn’t it just a few weeks ago that we weren’t even sure if Fremont was going to be allowed to open? If 90k+ actually happens....
  28. Q

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

    $2000 just added to their bottom line from me! Happy Father’s Day indeed!!
  29. Q

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

    The amount of progress and improvement in the Model S alone blows my mind. I had a very early Model S 60kwh that was somewhere around $75k. What you get now for $75k is just staggering in comparison. 8 years is not that much longer than your average ICE car generation, and even then it’s...
  30. Q

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

    Another thought: Uber/Lyft drivers are, for the most part, pretty savvy. The fact that many of them drive for both Uber and Lyft and how they use surge pricing to their advantage. Imagine a Tesla network driver who continues to drive for Uber and Lyft as the network starts rolling out. They...
  31. Q

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

    Adding to this, Tesla could conceivably run the Tesla Network in a neutral profit manner as they build it out. Uber/Lyft don’t have other revenue streams to do the same. This would be extremely interesting if true....
  32. Q

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

    Received inquiries (text/email/phone calls) today about me taking delivery of a Model Y this June or July. I called back and spoke to someone that confirmed to me that if I don’t take delivery for this upcoming batch, to expect to wait until at least September or even December. However, I...
  33. Q

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

    “at the end of the day”....sorry i forgot what i was gonna say!!
  34. Q

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

    not arguing anything you are saying. But he never had a “live” stream taking apart other cars before...
  35. Q

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

    To me, it seems pretty clear that Sandy Munro is enjoying his new celebrity status that comes with being involved with Tesla. Not saying it is impairing his ability to be fair in his criticism. But it feels like he’s taken the attitude of “if you can’t beat ‘em, join ‘em!”
  36. Q

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

    So I had sold a put Option last week at $480 for 4/3 expiration. I was surprised to see that I got assigned the shares this morning, since Friday’s close was at $480.01. Not a huge deal either way since i can just immediately sell Monday (hopefully not for a loss!) But isn’t that out of the...
  37. Q

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

    I’m thinking that Tesla will pull demand levers (free supercharging on Model 3, lower prices, increased referral rewards, etc.) in order to maintain sales growth. The great thing about selling at high margins is that they can afford to reduce margins if necessary. The improvements in...
  38. Q

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

    my thoughts on this is that Tesla already went through a govt mandated shutdown in Shanghai and now have been able to fully reopen using the best precautions. I have confidence that the Tesla management team will incorporate those same precautions and limit exposure of employees.
  39. Q

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

    This reminds me of GM touting their new “modular” battery design (that will come out in just a few years ) Meanwhile Tesla shifts on the fly and incorporates different battery configurations to keep their momentum going! Pace of innovation is incredible!
  40. Q

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

    Hi everyone. As if the market tanking wasn’t stressful enough...my phone got hacked late last night! The below is the message I’ve been sending to my family and friends (I spend way too much time with you guys!) Be careful everyone!! So last night my phone got hacked in a very scary way that...
  41. Q

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

    Received another text from the same number today. This time I responded and got some interesting information! I let the sales advisors know that I had a Model Y RWD in order. He responded that it won’t be produced until next year. When I asked about AWD being available sooner, he said...
  42. Q

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

    I’m starting to think it will be similar to the first few deliveries of Giga Shanghai. Many were assuming that Tesla would try to deliver hundreds of cars before the end of the year. But instead it was a dozen or so to employees...
  43. Q

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

    Just wanted to pass along that I received a text today from the Tesla Newport Beach team. They were touting the “amazing updates” to the Model S, and they specifically mentioned the new 390 mile range. Take what you want from that.
  44. Q

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

    Tesla is in a much different place today than 5 years ago. What kind of offer from Brazil would it take to get Elon’s attention? Maybe a $5 billion dollar interest free loan?
  45. Q

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

    Perhaps all current Raven Long Range models will soon be offered a software upgrade to Long Range Plus for the additional miles? Pure speculation on my part!
  46. Q

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

    I think an announcement should be by the end of next week. Customers should be getting notified at least 2 weeks before delivery dates. Or they could do a delivery event for just employees first. Either way, it will be very exciting when it happens! It seems like Elon has been...
  47. Q

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

    this is probably a dumb question but does the fact that the stock offering sold 2 million more shares at $767 mean that $767 is a new relative floor for now? It shows that there are plenty of buyers at that price who wouldn’t immediately panic and dump for a loss, right?
  48. Q

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

    With Tesla still being pretty secretive about the Model Y and deliveries starting in a matter of weeks, do you think that there will be an announcement soon of a delivery event? Perhaps even highlight some of the features and differences compared to Model 3? Or will they want to avoid any...