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Bought 12/29, VIN 3/2 AWD. Day 1 reservation. Waiting now for delivery date. Tampa FL

Because price collapsed. You can sell 400,000/week for $5,000. How long will you stay in business?

Inventory (S3XY) seems to be creeping up again. Model Y RWD now costs $759 less than the average amount paid for a car or truck in the US. (Before any EV incentives) Just a few month ago I would have never believed this could happen.

Something is wrong with Tesla and its def not the price of their cars. Demand is lacking due to other reasons.

Does anyone have a link of a chart for price cuts for all models from 2019? Maybe Rob's or other youtuber has it?

He probably didn't account for 7 price cuts in 3 months from Elon.

I should just listen to these presentations biannually and I will save myself 2+ hours a day (everyday) reading TMC forum.

Nvidia mentioned AI in earnings call today 18 times. They said its at an inflection point (referencing OpenAI, Google, Microsoft) If there is pride in your work there is arrogance. Elon is proud of his accomplishments thus he is arrogant. Sam Altman stole his title as the new visionary of the...

IRS is inviting feedback for IRA. Please consider sending your thoughts to IRS. "For those submitting by email, you need to include OMB Control No. 1545-2137 in the subject line and send it to [email protected]." Source: IRS invites consumers to comment on EV tax credit qualifications

In Q3 Earnings call Elon called Q4 to be epic and continuously reiterated that TSLA will be the most valuable company in the world. Anecdotal but seems like when Elon is publicly bullish its a sign that stock will be in rough waters for a while.

The tweet is taking about overall Elon margin loan, not Twitter loan. That’s how I understand it.

Where is this tweet or video? Where did Chamath say this?

Every third interview Elon does he mentions the PTSD from 2008-2009 Great Recession that almost brought down Tesla and SpaceX. We are entering another recession so of course he will be overly cautious with buybacks. I buy the idea that earnings, sales, units produced will grow exponentially as...

Do you guys think that next CEO compensation packet should be cash instead of equity? I don't know how to make a poll here but would be interesting to see what people think.

This is not a drill. Jim Cramer is bullish on Tesla. $140 here we come /s

I've googled "How much margin does Elon have?" Results are all over the place but this one stands out: "That’s because $12.5 billion of that debt is a margin loan — and that could be bad for Tesla shareholders because, as Reuters reported, were Tesla's stock to drop by 40%, Musk would have to...

Can someone call Jim Cramers show and trick him to say that Tesla is going lower? His predictions are always inverse of what happens and it would be the cheapest way to turn the narrative going forward. No buybacks required.

Most important part of the call Drew at 1:02:40. "The are challenges ahead that we still have not surpassed, no doubt" He was answering about 4680 and Semi. Seems like 4680 progress is way overhyped yet again.

The Russian army is extremely unprofessional at this point and it probably will not get better. I think we will continue hearing about nukes for much longer as Russian troops retreat further. I have a huge urge to buy the dip in TSLA but it seems that Fed meeting November 1-2 and this war will...

Are you talking about this video? ( Same video by the way)

Bloodlands is a great read. The gore will ruin your evenings but it's very informational. https://www.amazon.com/Bloodlands-Europe-Between-Hitler-Stalin/dp/0465031471

Over the last 12 months we have seen 500/600 levels so these levels are nothing to stress about. Wallstreet has been blind to Teslas growth and earnings forever so nothing unusual here. We have been in this boat numerous times over the last few years.

I am Ukrainian and have family in Ukraine. The invasion on a large scale is not in the cards according to folks in Ukraine. People are not panicking and Ukrainian army has tons of weapons from USA and NATO allies. Most of Ukraines weaponry now is even better than Russia has. Putin is doing...

Elon going full no babies = end of civilization. Optimus more important than all other cars in the pipeline. Interesting!

Is there a Macro economy thread anywhere in this forum? Macros are starting to influence my investment decisions way more than I expected and it seems there's no separate thread for these discussions.

Very good analysis from a Tesla bear.

I've been against EV part of the bill from the beginning. There will be no more teslas on the road with EV bill as without the bill.

Tesla alone will eat the $10.5B in 1.5-2 years time. Is there a cap per OEM in the proposal?

People bragging about short term capital gains derived from lucky market timing probably never heard of short term capital gains tax.

He can borrow tens of billions on margin for low rate if he needed cash to invest in other endeavors.

What happened to first money in and last money out?

@dhanson865 Thats what I did today. I couldn't wait until April for a LR so I ordered Performance. I don't really need Performance ( don't like the wheels and lower suspension) but the wait is just too long for LR.

People who have over 50% of their portfolio invested in TSLA should be able to skip the line to order the car. These queues are ridiculous. Can someone famous tweet this out to Elon for consideration? /semi serious

Happening now: Sen. Blumenthal asks Facebook "Will you commit to ending Finsta?" Facebook's safety chief has to explain that Finsta is slang for a fake account. This is the Senator who is constantly bashing Tesla FSD plans. 🤡

Who do you think is the second largest individual investor?

Has anyone looked into Tesla Insurance rollout timeline? I haven't heard anything for 2 Qs. Can't wait for it in Tampa since insurance renewals here are not reasonable.

Can someone send me a link to Excel spreadsheet that tracks Tesla ships each Q. Ive been looking and can't find it anymore. Thanks

Why do we need this EV Bill anyway? I honestly don't understand. Tesla sells and will sell each car they make. This bill will do nothing to speed up production at Tesla. If Tesla achieves milestones shown during Battery Day then demand will not become an issue. Judging by the Biden speech...

If you never wanted to sell your entire TSLA stake in a fit of rage over Elons foolish endeavors on Twitter than you are not a true long term shareholder. :) Happens to me every few months like clockwork

IMO Tesla is not moving higher with tons of good news and macro tailwinds means that all reasonable people understand that its more probable than not that this infrastructure bill will not pass. I support this opinion as well. This bill is just a bunch of stimulus that will create temporary...

I am so excited to see the margins on 3/Y since this Q they are not mixed up with S/X. Very rare opportunity this Q.

Markets are often irrational. We, Tesla Investors, have learned/experienced this more than most investors.

You are from Denmark and watch CSPAN? I don't think there is 1 American citizen that watches it.

No wonder. @TroyTeslike published his estimate today. His estimates are accurate (+/- 3%) Seems like investment banks are waiting for his estimate and not doing their own homework.

Expired Sell to Close TSLA Jan 15 2021 138.0 Call Limit 550.00 -- 12/18/20 16:08:05 12/18/20 My transaction didn't go through. Weird. Does anyone have an idea why?

https://twitter.com/Erdayastronaut/status/1337402741723901953 Tesla motors were spotted on Starship. How cool is that!

Keep in mind that Thursday is Thanksgiving markets are closed and Friday markets closing at 1PM. We technically have tomorrow and half day Friday...

It seems many people actually want more taxation and shun on folks like me that are against higher taxes (capital gains and ordinary). May I suggest that those people start donating money to charity and thus kill two birds with one stone. 1. satisfy their desire to contribute to society 2...

I share your view. I am more worried about capital gains going to 40%. Cant even picture 40% of my Tesla gains just disappearing. Biden's capital gains tax hike could spark a big sell-off in stocks. Here's what that means for the market

Zach mentioned spending money on 2021 and 2024 convertibles. !!!