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  1. 2daMoon

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

    Has anyone here figured out an accurate way to determine what percentage of TSLA chairs are actually available to trade, after accounting for long-term institutional and retail investors whose shares simply won't be sold over the long term? i.e.: as opposed to any of those poor, less regarded...
  2. 2daMoon

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

    Was watching SMRs video today where he compares Ark Invest's total TSLA holdings across their funds with Ross G (GK) and Gary B (FFND) funds' holdings and it was an eye-opener. Ark is orders of magnitude greater than either of them. Both Ross and Gary appear to have their purchase timing...
  3. 2daMoon

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

    Fortunately, price, performance, and convenience of BEVs will put ICE in the history books without any greater pressure from legislation. Very likely quicker than any government would be able to do anyway.
  4. 2daMoon

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

    Another possibility is there are new components (battery assembly?) in the EU version that need testing confirmation before a software update releases moar power.
  5. 2daMoon

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

    Did anyone else notice the volume today? I hope all those poor little shorties got covered without losing the rent money for their mother's basement. (okay, I don't really hope that at all)
  6. 2daMoon

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

    Would it need to be narrower as well as shorter to address EU's trouble spots for the current Model Y?
  7. 2daMoon

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

    FTFY Changed this to read "Autos" rather than "EVs" as an "uncertain macroeconomic environment" is unlikely to target a tiny portion of the auto industry (EVs) in exclusion of the rest of it. Everybody gets their portion of that macroeconomic pie. Though how they digest it may differ...
  8. 2daMoon

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

    With any luck this is but the first of many steps to be ascended in 2024, in this "slow" year Tesla has taken off for their transition to new phases of operation. :cool:
  9. 2daMoon

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

    This may provide insight into the changes in management and other job cuts of late. Some of these people may have been influences that resulted in a delay, simply because they didn't see things the way Elon can, yet persuaded him onto more conservative paths. In the interest of understanding...
  10. 2daMoon

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

    Cybertruck, doesn't have a T or "Tesla" on it and it is successfully providing a brand education simply by looking different. I'm of the camp that Tesla can make statements in their design choices that will paint that picture well. Even if it is "different" from what folks are used to, it will...
  11. 2daMoon

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

    This brought to mind how a business needing to deliver something could call a Robotaxi and put both their goods and a delivery person on board. The RT could be programmed for multiple stops and a return to origin. Everyone gets their pizza, or Amazon order, or whatever, the business has lowered...
  12. 2daMoon

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

    Having a Robotaxi designed, with suppliers lined up, and with a production line producing prototypes ready to ramp, might be advantageous. Considering that once they feel FSD is ready, the line will be ready too. Robotaxi will be the biggest game changer Tesla has ever introduced and it has...
  13. 2daMoon

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

    What if that word, hybrid, doesn't mean to Tesla what folks think it means? What if by hybrid, they are talking about making the cars total drive by wire (steer, brake, accelerate) so that any vehicle can be either equipped for a driver, or, manufactured as driverless? Sharing parts...
  14. 2daMoon

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

    Quite the coincidence that Papafox showed the Max Pain at 160 in last night's report. 🤔 Max pain is 160 at present, which is far enough away from the stock price to not exert much influence. If sentiment after the ER and CC is actually positive, market makers would like to see TSLA rise...
  15. 2daMoon

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

    What if there are things you haven't considered that would make this theory appear ill-founded? Like, perhaps, the fellow who is running the show has in his mind a system like those portrayed in movies like Blade Runner, or Demolition Man where a car is your robot pal that takes you where you...
  16. 2daMoon

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

    Deal not signed, that's a few weeks away.
  17. 2daMoon

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

    I'd temper this with the fact that they have a prototype Unboxed line in Texas they had been working on for a year or so. Tesla may be further along on it than you think. Pausing development for the moment until it is closer to time to build GigaMexico. It would be nice to see a casting-based...
  18. 2daMoon

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

    Mr. Market met Mr. Buzzkill? I imagine nothing that happens minutes after the document comes out ever really matters. How it looks in the morning, or on Friday, that will tell the story best.
  19. 2daMoon

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

    But, it will take a shareholder vote to approve just the same. Special session? Wait 'till next Annual Meeting comes around? Besides, they are still working the appeal in Delaware. If they win that, problem solved no matter what. I suspect they want to put off the Texas incorporation until...
  20. 2daMoon

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

    Add to this how Tesla is trying to figure out a new dry electrode manufacturing technology to reduce footprint for the factory, and speed up the process.
  21. 2daMoon

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

    So, what you're saying is the phone without a plan is not Full Self Calling. (won't receive calls autonomously) You have to pay extra for that feature, or, you can manually connect to WiFi to make or receive calls. Sounds legit. 👍
  22. 2daMoon

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

    Didn't I just say that? 🤷‍♂️ Just pointing out the irony with Leo. At least Ross sold some TSLA. Leo is going in deeper AND wanting to punish the man that made Tesla what it is today.
  23. 2daMoon

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

    Today Ross is thinking in terms of quarters. Soon he may be thinking in terms of nickels and dimes.
  24. 2daMoon

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

    Then there those like Uncle Leo, who intends to cut off his nose to spite his face by both buying lots more shares while voting against paying Elon for the work he has already done. He's been bitter ever since he went all "Ross Gerber" on Elon back in 2022.
  25. 2daMoon

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

    You do realize a part of Tesla is called Tesla Energy, right? When "energy" is referred to in this forum, it is most often in regard to the production and sale of Tesla's energy products and services.
  26. 2daMoon

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

    It isn't naive to think that anyone would try. "Try" being the operative word. Certainly some would try to do this for any of a number of reasons. It may be somewhat naive to think that any significant affect on the SP (influencing the market) would result, but that wouldn't be the goal. The...
  27. 2daMoon

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

    Voted "Informative" for the use of "picayunity" as it Increases my Word Power (Reader's Digest)
  28. 2daMoon

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

    Wait until tomorrow. The price might just run up effectively today (why? I couldn't say) and then some who are expecting the drop can make some quick cash after the market responds to the expected poor numbers from the EC. It would be unusual for anything said at this EC to result in a...
  29. 2daMoon

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

    You have shown your colors. By doing so, your honesty lends an aspect of reason and strategy to the discussion. More than many we've seen here of late whose posts have been blatently disruptive and dishonest. It is appreciated how you are open minded enough to do so. I hope you can understand...
  30. 2daMoon

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

    From what I've read here, Texas is a wild card as they are just now starting to position themselves in league with traditionally preferred states like Delaware (formerly) and Nevada as choice locations for businesses to incorporate. Texas has yet to prove themselves over time with support of...
  31. 2daMoon

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

    So, you ARE a trader, posting in an investor forum. Thanks for making this clear. EDIT: To be crystalline, when a short seller comes to an investor forum to trash talk the investment, they are TROLLing, hoping to get people to sell so they may profit. Posting in the "Be the House" thread (aka...
  32. 2daMoon

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

    You have an account a couple of days old, pushing the negative, shortly after a couple of consistent trolls were banned. Trolls who were already suspected of having come back from the dead before. It looked suspicious. You fit the profile. If that is not the case, then apologies for the...
  33. 2daMoon

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

    A non-investor and a comedian too! Playing on the irony of interpreting a report written for general auto shoppers as if it is only aimed at EV shoppers. Comedy genius! We are so lucky to have such a funny troll on the forum. Most of them are so dull. Sunworrier, you take the cake!
  34. 2daMoon

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

    You do have a unique manner of approaching reality. I'll give you that. Reminds me of this scene in The Princess Bride... Best of luck navigating the future you have chosen not to invest in.
  35. 2daMoon

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

    Maybe you are unaware, but, currently, there are more ICE vehicles on the road than there are BEVs. So, "consumers" as a whole will actually be more interested in "reports" that will most directly apply to their next automobile purchase. A chart showing a marked advantage to one type of car...
  36. 2daMoon

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

    Rather than FSD, think of it as AI, and all the possible applications this will bring toward solving problems for the world. (and, hopefully not causing any) Tesla is skating toward Robotaxi, Optimus, and Energy products. Each of which will dwarf Tesla's Auto business. This is where the puck...
  37. 2daMoon

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

    It must be great having such a close, personal relationship with Elon. Tell him Hi from all of us, and to keep on keeping on!
  38. 2daMoon

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

    You have made it abundantly clear that you can't see that. Can we depend upon you to continue to reinforce the growing evidence of a vision problem through additional repetition?
  39. 2daMoon

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

    When considering a transition that will take decades to complete, I define it over a period of time longer than one year. That's one way of looking at it. It isn't the only way. Zoom out and see if it looks any different. Or don't. Best of luck with your investments. EDIT: BTW, will you tell...
  40. 2daMoon

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

    To me, facts are always true. Even people who otherwise disagree will accept how, when either of them drop something, it falls. Each may make up a personal story to explain what they observe, and this will be each of their own truths. Or, they can accept that it happens without trying to...
  41. 2daMoon

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

    Are you suggesting that ICE will be overtaking BEV over the long term? Ipso-facto, are you implying that BEV growth is slowing in comparison to ICE growth? When the market is going through a slump due to simultaneous economic issues in US, EU, and China, it will affect most of the participants...
  42. 2daMoon

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

    Because the Semi is built in Nevada where the 2170s are produced. They are also used for Fremont cars, nearby. 4680s are to be produced near to where Model Y and CT are made. Kansas, Austin, Berlin are sites for Tesla or Panasonic battery factories coming online.
  43. 2daMoon

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

    I don't think anyone is denying the connections, nor the unstated plans for potentially converging the technologies of all Musk enterprises towards that goal. It is only that there are already other threads to discuss these things so as to avoid talking about them here. Que @Buckminster in 3...
  44. 2daMoon

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

    I wonder if Quentin Tarantino or Robert Rodriguez would be interested in creating some ads for Tesla... Dice ICE, Mach-E-tte FUD Fiction Zerro... emmissions
  45. 2daMoon

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

    I didn't read that to mean everyone on the US design team were gone, just a significant chunk of them. If so, they shaved some dead weight and kept those who are contributing the most. This term "design team" doesn't sound like "engineering" to me. I think this is about a reduction in Franz's...
  46. 2daMoon

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

    ir.tesla.com is your friend.
  47. 2daMoon

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

    This is entirely on the driver following. It was their mistake. Whether traffic justified that FSD slowed at that moment, or not, they would have still run into your car. This happens all the time with human drivers in both cars. It is the following driver's responsibility to be prepared for...
  48. 2daMoon

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

    As I understand it, if a company's sales are continuing to increase, only, doing so at a lower rate than before, their sales are still increasing. It is only their "rate of increase" that is decreasing. As has been presented several times in this forum, it is EXPECTED for the percent of EVs...
  49. 2daMoon

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

    That is another 3D aspect to the FSD trial and reduced pricing. Remember how successful word of mouth has been for EVs? Now, FSD will have its time in the sun as the stories of first-hand accounts spread at the speeds usually reserved for rumors.