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Yes, extremely important that everyone who is able to vote takes the time to do so. Don't just take it for granted that this will automatically be a 'Yes' vote (there are many with a vested interest that would jump at the chance to thwart Elon and Tesla). I am in the same situation and it's...

There was a good video about this on the Fully Charged Show recently. Good to see someone fighting the FUD: Who's TRYING To KILL The ELECTRIC CAR? And What Can You Do About It?

Haha, maybe.... By the looks on these faces, I think TSLAQ might be disappointed!

I noticed this too. And in the context of other manufacturers, you can see how the sales have jumped over the last couple of weeks: One of these is not like the others.... Edited to add source: eu-evs.com As you say, this is only for the countries that report daily registrations (Spain...

The economics of Megapacks will depend on the electricity market where the projects are located and will obviously vary by country/region. The Hornsdale Power Reserve in South East Australia (known as the 'Tesla Big Battery') was able to re-coup the cost of construction in a little over 2...

As a percentage of the overall auto market, Tesla was only at around 2% market share in 2022 (1.31 million out of a total of 66.1 million) and I think they are well positioned to grow during a recession. Legacy OEMs are more likely to slow their EV growth plans during a recession, cutting back...

They reason by analogy and not from first principles.... No other company has scaled up manufacturing of a large complex product at a CAGR of over 50% for a decade, so they don't believe Tesla can do it. No other company has sold anywhere near 20 million cars a year, so they don't believe...

I don't have a margin account. But living in the UK I'm unsure whether my shares can be 'lent' out for shorting. As I understand it, my broker (Hargreaves Lansdown) doesn't hold the shares directly as they are based outside the US and so the shares are packaged in a CDI (CREST Depositary...

Thanks, I missed that it was referring to Model Y only. Unfortunately it's too late to edit my post now (seems you only get 60 minutes to do that).

I think there's something wrong with this. I'm currently seeing just over 1k in US inventory (still low of course). Source: Total US Inventory

I think that's partly due to unwinding the wave (normally ships don't arrive until the 2nd and 3rd months of the quarter) and also more cars are being produced in Berlin now. For the EU countries that report daily registrations you can clearly see the difference when comparing to previous...

I agree with the sentiment, but the chart may be slightly misleading in this respect. It compares January '23 sales to December '22. I think it's normal to see lower sales in January than in December. If you compare January '23 to January '22, most of the automakers seem to be up slightly...

The 'editorial board' clearly haven't read Master Plan parts 1 & 2. Master Plan part trois is due to be published and they will probably ignore that too... It will soon be time to release the Kraken!! :D (for 'Kraken' read 'compact car'....gen 3 platform with half the production cost and huge...

More details on the S&P research analysis here: The trouble with Nomads Some extracts: My comment: the defection rate is increasing from other brands and I see a few reasons for this. The first and obvious one is that Tesla is taking market share away from other brands and this defection...

I strongly suspect they're currently setting up a pilot line and ramping that up in order to iron out any kinks in production. By the time the new factory is built they would then be in a position to copy and paste the line and hit the ground running.

Investors in Rivian and Lucid may also be getting jittery after hearing the recent news on Arcimoto (they've halted production and could well be seeking bankruptcy if they can't raise a lot more funds).

And Tesla brought a Lightsaber to a ‘Rock, Paper, Scissors’ fight! :D

Now I'm starting to get why they called it the Inflation Reduction Act........by encouraging Tesla to slash prices, this could well be the catalyst that signals a peak in inflation and a subsequent reduction......genius move by the government! 😂 /s

This interview by Rob Maurer is well worth a watch. Some great insights and a timely reminder of many of Elon’s traits that some investors seem to have lost faith in at the moment: Elon Musk's Early Days & An Unfulfilled Vision | ‘The Founders’ Author Jimmy Soni Interview

FUD - fear, uncertainty and doubt. Do not underestimate how powerful this stuff can be. The most effective FUD usually contains a few small grains of truth, just enough to give it an air of believability. It is also more effective when you can’t immediately point to evidence to disprove it (or...

Reminded me of this saying:

I sympathise with those who bought shares in the 250s or 300s, especially if that was their first investment in Tesla, but in reality they haven't lost anything unless they sell below those levels. It is the responsibility of each individual investor to make prudent decisions when deciding...

I have been a Tesla shareholder since 2018 and over the last 4 years this thread has helped me maintain my conviction during many difficult times. By 2020 over 98% of my net worth was invested in TSLA and since then I have continued to add shares whenever I can afford to. I very rarely post...

We are all aware that Elon ultimately wants to use his wealth to fund the colonization of Mars and make life multi-planetary (after solving sustainable transportation and energy on Earth). A bullish way to look at these sales is that he believes that TSLA has so much more upside that he can...

(Timestamp: 4:18) I've listened to Mary Barra's answer to this question (about EV market share) a few times now and have been completely baffled every time - wondering if she's crazy, delusional or just outright lying. But I think I have just figured out what she is saying. It seems she is...

~~~In-post Moderator response: YES, and I have alluded discussed that seriously - in a jocular way- in a recent post. This post by @rsm287 is NOT worthy of getting a "funny" response; it is a very serious topic, perhaps about a 7 out of 10 ("10" would be 'of immediate existential importance'...

Because radar allows you to see through fog, dust, rain and snow. Tesla have quite a detailed blog post about radar here.

In this video by TesLatino, you can see that FSD Beta is even slowing down for speed bumps! Driving starts at around the 1:55 mark...

Just received the message below from my UK broker about a mini-tender from Ponos Industries LLC, who want to buy up to 500k TSLA shares at $420 (I'm not making this up!). I'm not selling any shares, but would be interested to know if anyone knows anything more about this. It says that Ponos...

You asked, so.........SolarEdge (SEDG) increased from about $26 dollars in August 2016 to $219 in August 2020 (about 8.4x). I didn't buy until March 2019, but have made a nice gain of 413% (was actually at 420% for a while a couple of days ago!!). To be clear, I think the lawsuit is total BS...

In the Third Row Podcast (Director's Cut), Elon said this: "The CATL cells....the CATL situation will be more of an integrated module than it will be a cell". So it does indeed sound like they may be whole engineered modules. The relevant battery discussion starts at about 41:38:

Most of my 'solar' investments came right after watching Tony Seba's presentation on 'Clean Disruption: Energy & Transportation'. It convinced me that that the market for solar is going to be huge as it falls below cost parity in more and more markets. It also convinced me to considerably...

I have a small stake in ENPH. They are up on strong earnings and guiding up for Q1 revenue. I'm not aware of any links with Tesla (but that doesn't mean there aren't any). Edited to add: Just checked and my ENPH stock is now up 105% since I bought them in December 2019 - not up as much as...

I think you may be confusing Piper Sandler with Morgan Stanley (Adam Jonas). Alex Potter with Piper Sandler seems to be pretty well clued up on Tesla (as per his interview on the Tesla Daily Podcast). Edited to add: Here's the interview in case someone hasn't yet seen it:

It looks to me like they have been giving TE some thought: The Addressable Market for Utility Energy Storage Could Scale to $800 Billion When/if they will include this research in their price target is another question.

I think this is relevant to the recent discussions on whether Tesla needs to advertise: How Tesla Beats Competitors Without Advertising

Funnily enough (if you include the $2 Billion just raised) ARK Invest are assuming a very similar figure for capital raise in their models: Tesla’s Potential Trajectory During the Next Five Years

Bear in mind that new features can be a little glitchy when they're first released. With a tight feedback loop they get improved over time (with more miles driven) and eventually become really good. But don't expect them to be amazing straight out of the gate. The general public may be...

A positive article from Consumer Reports (what's the world coming to? :confused:) Tesla Ups Ante on Model Y Range, Underscoring Its EV Lead Of course they had to throw in some excuses for the poor range of "competitors"! ;)

An interesting article: Tesla Is the Rock Star of the Automobile World For 1 Reason

That's the equivalent of just under $26 Billion under their management, which is a fairly sizeable pot!

I think the point is that the experience with road tripping the Taycan is where Tesla was maybe 5 years ago. The other auto makers and charging networks have a long way to go to catch up with where Tesla is now.....and by then Tesla will have moved on a lot from where they are now.

I'm starting to wonder if CNBC is slowly coming around. Of course they had to throw a bit of FUD in there, but that was 'almost' an advert for Tesla.

Loved it :)

Another good video by Rob Maurer on Tesla Daily Podcast: Tesla Raises $2+ Billion: Everything You Need To Know (TSLA)

Reminds me of Bob Lutz and the things he used to say.....which didn't age well!

Agreed! I was surprised that the CNBC host was making some better points. I think Gene Munster is just not very good at making an argument. Craig Irwin doesn't even seem to believe his own thesis (maybe he doesn't).

From CNBC: Loup Ventures' Gene Munster and Roth Capital's Craig Irwin debate Tesla's bear and bull cases

It seems to me that a lot of Tesla investors have gotten wise to these FUD stories and over time these scare tactics have becoming less and less effective. The bears have 'cried wolf' too often (am I mixing too many animal metaphors here?!) and nobody pays them as much attention anymore. They...

And what a huge surprise to see that such a FUD article is written by none other than Dana Hull :rolleyes: (NOT!)