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I feel like we’re sort of walking the same path. I’m also a long-time Tesla bull who maybe got a bit too emotionally invested, and now my blind enthusiasm has corrected some. But Tesla and “the markets” are two entirely different beasts I have to constantly remind myself. Tesla is just a...

Well said, I totally agree. Statements like “We've seen in the past TSLA go on these bull runs based on nothing,” is simply not correct. But I think here Max is venting his frustrations more than anything else. I say the same sorts of things when I'm angry, frustrated and exasperated. Just...

Respectfully, I think your emotions are getting mixed with Tesla’s business/Elon’s politics and that’s affecting your trading decisions. I agree mostly with what you’re saying on the business side of things—but that doesn’t matter, that’s a totally different subject from trading. What we aim to...

What year and model is your vehicle, and what hardware are you running? I got 12.3.4 yesterday on 2020 LR Y with hw 3.0; did a drive yesterday and this morning. I do the same "challenging" routes to compare/contrast software versions. Can't say I notice any improvements from 12.3.3. The car...

Public Service Announcement (from Not a Tesla App on X): Tesla FSD 12.3.3, update 2024.3.10 should now be available to most owners in the US and Canada.If you haven't received the update yet, go in your vehicle and tap on Controls > Software and scroll down.If you already used your "once a day"...

No, she lives almost 2,000 miles away. My point is, though, that my car drives so well now I'd let her try it; with previous versions I'm not sure how she'd react (or if at all) should the car suddenly and unexpectedly swerve into a right turn lane, which it was apt to do frequently before v12...

I used a Tesla-owned 2024 loaner S for the demo drives. All customers were instructed that their cameras needed about 30 minutes of drive time to calibrate the cameras before they could use FSD.

Interesting you mention this. So the original Tesla demo car I was scheduled to use was a 2021 Model 3. The employee I was assigned to took me out to show me the route Tesla wanted driven, as well as the parking lot to demonstrate auto park. But we could barely get out of Tesla's parking lot...

This is my thinking, too. Yesterday I volunteered at a delivery center giving 12.3.1 demo drives in a 2024 Model S to people picking up new vehicles. People are very impressed (even I was impressed as it was my first experience with vision-only auto park). Car worked very safely on every drive...

Updated to 2023.44.30.25 (v12.3) on my 2020 LR Y with hw 3.0 and ultrasonic sensors early yesterday morning in Sedona, AZ. It's amazing, you all will be pleased, a 10-steps-forward-haven't-observed-any-steps-back kind of update. Feel free to skip this post if you don't want the details. Gone...

Yes, the rentals are a big help. But I'm also incredibly cheap. Used to be homeless. I can stretch a dollar like not many others. Also, I used to be a car mechanic, so I can fix/repair nearly anything, so that's a huge money saver. And if i have a major major health event suicide will be my...

Sadly, I had to unload about 1800 shares at $172 on Wednesday, and I sold another 1000 yesterday at $166, leaving me with only 248. The reasons are complex and many, most of it has to do with professional and personal issues (going through a divorce), but also from the great analyses here by...

Yeah I find a path forward for Rivian hard to fathom at this point (without a never-ending stream of charity money injected from outside donors, that is). Tesla has been in business a couple decades now, are running at about 2 million vehicles produced/sold per year, and are just now getting...

Sorry, I didn't check his numbers. I saw the post and assumed Elon was at least partially in the ball park. I don't spend any time on RIVN's financials other than what I read here on TMC or what I chance upon elsewhere. Guess that's why it's said, "Don't believe anything that you hear, and...

After RIVN's Q4 earnings Musk tweeted: "Current trajectory has them bankrupt in ~6 quarters. Maybe that trajectory will change, but so far it hasn’t." I like Rivian a lot, I think they have cool vehicles, but I personally would never buy a vehicle from a manufacturer who I suspect might go...

I think he's referring to Tesla China insured units: through the ninth week of 2023 Tesla China had 71,106 insured units; through the ninth week of 2024 it's 77,200 (if the numbers are to be believed), so up about 8.5% yoy.

I'm not an options person, don't know anything about them--what would happen to the SP if Elon exercised the option to purchase 303,960,630 shares within the next 60 days? And is that likely?

Too far fetched? But why? My partner and her brother (both way more computer literate than me) have showed me how they can ask AI to, say, create a fantasy landscape, or some crazy fantasy creature, and in short order it does. Then they can adjust the inputs, and the AI spits out a quite...

Yeah I understand, but I think the bigger thing is this is simply how the world is trending. Huge supercompute and data facilities, backed with pretty much unlimited energy needs for data storage and computing, it's just wild. I have never worked in an environment like Tesla, and now I'm too old...

Holy sugar, thanks for sharing. TeslaOne really is quite profound, if true. I'd recommend everyone watch just 5-10 minutes of where heltok timestamped. I don't know if Dojo and TeslaOne are one and the same, or if they're different, but it's no wonder Tesla is spending billions building out...

I'm being sarcastic. I'm responding to his message, those are his terms.

Please, try to look on the bright side—Elon’s anti-science and anti-vax positions, as you call them, are actually GOOD THINGS from a big picture perspective, because all his “fanboys” are mindlessly going to obey whatever dumb thing he says and die from not being vaccinated. So, basically, Elon...

Maybe Terms and Conditions here?: https://www.tesla.com/sites/default/files/trade-in/trade-in-terms-conditions-gb.pdf?redirect=no Having traded in my 3 for a Y in 2020, I have to say it was an incredibly easy process. Tesla just requires a few photos of the exterior and interior, and after...

Agreed. In addition, one has to ask what is real, and what is illusion here? The whole thing smells so fishy I can’t make heads or tails of it, my mind explodes with so many questions. Yet again I wake up to find stories that seem all illusion/deception and no reality, which is pretty much how I...

Elon reposted this on his Twitter page: The rest of the tweet says: "What's crazy is that Model Y production started only 4 years ago.Note: While others have already claimed the Model Y was the best-selling car in the world in 2023, tonight we received Toyota's official 2023 sales data to...

Please remember to use the /s so newbies here who don't know you know you're being sarcastic. That being said, for the newbies, these continually perpetuating manufactured bubbles allow for a lot more stealing/fleecing to occur before the bubble finally pops; the longer these bubbles continue...

Gary Black also has a $10B buyback in a pinned tweet on his home page--I just dismissed it when I saw it, but maybe there's some truth/talk of it with Tesla execs??

Physically, it is possible, if Tesla were to come up with some new manufacturing technique/process that greatly increases the volumetric density and efficiency of a factory, move to smaller vehicles, and increase speed and automation of the GA lines, like how Elon described some crazy futuristic...

Yeah I like this guy's perspective, too. Definitely worth a read, especially the first paragraph: "Guidance creates pressure that leads to inefficient action. EOQ rushes, trying to hit short-term numbers on a specific day, is a game that disadvantages a company's efficient long-term execution on...

"I never bought a man who wasn't for sale." --William A. Clark, U.S. Senator, purportedly in response to criticism of bribing members of the Montana legislature. :D

Sorry if already posted, but I missed it so maybe others did too. Sawyer Merritt: NEWS: The @Tesla Model Y was officially the best-selling car overall in Europe in 2023.This is the first time an EV has ever achieved the #1 title...

The mind is its own place, and in itself Can make a heaven of hell, a hell of heaven --John Milton, Paradise Lost

In under a month Cathie has bought about $66.5M worth of TSLA. 12/20 93,965 shares valued at $23.22 million 1/3 91,194 shares valued at $21.75 1/11 94,733 shares valued at $21.53M...

Early 2019 and early 2020. A good chance I'll be getting an X this year, and if not this year next year for sure--will probably get a new iphone if everything is forced through the app as my current phone is so old I can't "see" entire webpages because of formatting constraints or something. I'm...

Do you have a home computer you can use to purchase? I purchased two Teslas with a laptop through my Tesla account, never needed a phone. It is annoying though to need a phone for things like service--wish I could also schedule service via laptop through the Tesla account. I have a 2016 iphone...

Excellent post. I’d like to add that Michael Pollan wrote a book about psychedelics, “How to Change Your Mind,” where he makes the argument that back in 50s-60s, in Silicon Valley and Pacific Northwest, where microsdosing of LSD/psilocybin, etc, was at the time (and still is in many professional...

https://x.com/gigafactories/status/1743312868899008954?s=20 Tesla Manufacturing says: "Giga Shanghai operates a 95% automated production line, enabling a cycle time of less than 40 seconds!From taking 2.5 years for the first million cars to be produced, the second million was done in just 12...

Respectfully, no, MMs are not market participants like the rest of us. They’re subsidiaries of the same quasi-public/private institutions that not only have/get material info before retail, but often make-up the material they feed to retail. They operate at the highest levels of...

From Sawyer: NEWS: The fourth quarter of 2023 saw the highest Tesla Model S/X deliveries of any quarter over the past five years.

PSA for U.S. residents: Max contribution for Roth IRA in 2024 is $7000 for those under 50, and $8000 for those 50 and older.

"He was born with a gift of laughter and a sense that the world was mad." 😉

Considering the last few weeks of news stories, my 2024 prediction is practically guaranteed, so here it goes: Reuters/Bloomberg/CNBC/etc totally take the gloves off in 2024 and reveal “from unnamed sources close to the matter” that Elon Musk is actually Adolf Hitler reincarnated, secretly...

The "growing complacency" is due to the many chronic diseases vaccines have caused and continue to cause. People are just now beginning to wake up to this since billions of people were basically forced to take experimental injections all at once. Humans know next to nothing about complex...

All good points. I don't trade options, only blocks of 100 TSLA shares, but the lessons above apply to stocks as well, different sides of the same coin you might say; the same risks and anxieties and methods apply to shares. I'd like to add to your points above since I know there are others here...

But the message says nothing about Model Y losing credits next year. It's just saying take delivery this year for full credit, not that Model Y will be losing credits next year. I can find nothing from Tesla that explicitly says the Y is losing credits. When I go to Tesla's Model Y order page I...

The bed is not unlivable, it's actually quite utilitarian. It has a built-in L-Track system and an assortment of other tie-downs (see this video I tried time-stamping it but if that didn't work the bed overview starts at about 35.45), so one can mount a proper camper in the bed with a little...

Do not despair. The cynicism and jadedness are just part of the grieving process. In time (assuming you live long enough) you will let go of the toxic childhood fairytales of truth, justice and the American way, and accept the world simply for what it is: fraud and folly. You must accept so that...

The DealBook Summit was Elon at his best—this is the Elon I know and love, and in part why I invest in TSLA. All he was saying is that it angers him when people act all kind and nice and anti-discriminatory when really they’re just the opposite—all virtue signaling without the actual virtue, all...

But you’re forgetting the most important point: MONEY. Who is PAYING for the survey? Your post is fine, but you don’t discuss conflicts of interest, you make no mention of agenda-driven “information.” Information the masses consume doesn’t just spontaneously happen for free. Never before has...

This is my approach, too, since I can't predict movements, either. I keep around $80-100K in cash, and wait for these monster plummets, at least a sudden 10-15% move down in the SP within a week. I set a low buy order, then cash out after a $20 move up or so. I bought 100 shares at 211, another...