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Might be some synergies with SpaceX there. Winding carbon fiber on a rotor or on the aluminium liner of COPV tanks might not be that different. Of course not the same volume.

I've heard from one supplier that planned cybertruck volume is currently at 125k/yr ( 2022, 2023). I guess they will need to increase it at some point.

Obvious now that you say it. Thanks it clarifies things for me!

Sorry wrong link. Austin foundry could be closed until mid April: Samsung’s U.S. Plant Shutdown Feared to Continue until Mid-April

https://twitter.com/jpr007/status/1366865073394708481?s=19 Hopefully Tesla has a good safety stock :(

Thankx you're right I was a bit fast to conclude. Not trying to get rich off Reddit, just scared of the effects on tsla.

So according to wsj Melvin covered its positions. So back to normal on Monday ? What about the silver target ? Bullion Dealers Face Sudden Shortage As Reddit-Raiders Take Aim At Silver | ZeroHedge

Any idea why Idra is not yet vertically integrated ? I guess Elon would love that!

Shall we add some record Nurburgring laps between 1 & 2? Is it still planned?

Peter Brandt on Twitter Any thought on this inverse head and shoulders ?

Thanks @EVNow, very clear. Hope your estimates will materialise!

Thanks a lot for sharing your file @EVNow. I have a few questions. - Leasing I do not understand why you compute it this way. Is the fixed 200 000M$ there to simplify the math ? I would expect to have a cumulative of the leasing for each quarter minus the leasing from quarters of 3 years ago...