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Update: Plugshare now shows BC hydro locations Fast chargers for multiple locations on the Alaska highway and the Highway 37. So most probably these chargers are going to be free ( due to lack of internet ) and you can basically a drive to Alaska for free as Yukon fast chargers also free...

I expect 7 to 10 millions pre-orders for new NGV globally within the first month of unveil. $700 million to $1 billion in interest free money to Tesla - enough to set up trial line at Texas.

https://www.nasdaq.com/articles/exclusive-tesla-plans-to-build-new-electric-vehicles-in-mid-2025-sources

Dawson Creek is at # 12 on 2023 Q1 polls. I didn’t expect so much support for a supercharger so high in the north. Is tesla finally going to realize that Alaska highway supercharging is something that many ppl want ? As of now the gap is nearly 850 kms between Mile 80 Rest area ( a new BC hydro...

We just left Yellowknife today after driving our Model Y up from Vancouver. There are a couple superchargers along the way from Edmonton and quite a few fast chargers. We used the PlugShare app to find all the chargers along the way. For the stretch from Hay River to Yellowknife, we drove 80km/h...

This maybe a cliched statement - repeated many times by Elon FSD is not just a feature for a car, it’s a fundamental change in meaning of car as we know now. Selling FSD would mean taking liability of all accidents the software gets into ( whenever the software is approved). Why will Tesla such...

2014 style oil price war is coming soon. Basically, Saudis - when they see the North American producers gaining market share, they start panicking and flood the market with oil supply to crush prices. Now situation is even more complex than 2014, there are fears of recession and exponential...

We both are saying the same thing. Right now the state of FSD is exactly as you have mentioned in your first paragraph. Vast majority of people view it as an extra expense and not worth paying and that’s why there is no significant adoption among the buyers. As a result, investors are not...

To add more evidence to this, in this Earnings call, there was a specific institutional investor question asking for current adoption rate of FSD. Basically, investors are looking for clues if there is any evidence of Musk’s prediction of Tesla making profits on FSD or if people are ready for...

I do think Market will basically front run earnings from FSD which will dwarf all the above factors. FSD should become very compelling by 2024 - just in time with all the factors you have mentioned start to become significant as well. FSD is important primarily because market will be convinced...

Tesla like always will move in steps - Rapid jump in a small amounts of time and trading in a range for a few years. The next step change will be market pricing in FSD and another step change after that is Tesla Bot. If you look at valuation now, we are approximately at 500 billion. TSLA went...

FSD is actually massively better compared to last 12 months. Today, it did a drive - no intervention from my home to a lab (20 kms highway and busy city)with complicated city driving. My Tesla did a right overtake on a car waiting on left turn as we were supposed to go straight. LOL … It...

https://spectrum.ieee.org/permanent-magnet-tesla Source - Twitter.

I am going by Elons prediction that bot will be priced as much as a small car. My timelines for this is more like 2040 and 25k then is probably worth 15- 20k today and inflation on top. However, lower priced bot will only attract more demand. There is also potential for some sort recurring...

On the investor day, Elon said every human will need a bot. So 8 billion * 25k = 200 trillion addressable market. Assume Tesla gets 20% - 40 trillion. Bot replaced every 4 years. 10 trillion sales - 30% earnings - 3 trillion earnings. 20 PE equals to 60 trillion market cap.

It’s pretty funny that ppl are arguing about domestic storage when tesla has barely started producing batteries. Please refer to battery day presentation to understand Teslas plan. Elon has been clear than total market for transportation and energy is 300 Twh and Tesla will make 10% - 30 TwH. We...

The price action reminds me early 2019 when Tesla missed deliveries due to bad logistics to Europe. Everyone and their mom declared that no one will ever buy an EV and Tesla will go bankrupt any moment. During this madness we had AI day - Listening to sheer ambition of the Tesla team and genius...

Still on Track for 20 million deliveries in 2030. From JPR007 - Twitter

I know that some ppl are calling for Elon to resign etc. However, Wall Street only cares about earnings. If we trace back from stock price, Market is pricing 0 earnings growth for 22. So let’s go with that assumption. Tesla will make $4.5 EPS in 22 with 1.3 million deliveries. assuming 2...

Elon has already commented that even if fusion is successful, rooftop solar will be cheaper for homes.

If anyone claims that Tesla Semi is fraud, throw these numbers on their barn shaped face. Summary: Battery pack as per calculations: 865 KwH. Close to 900 KwH as per rumours. Numbers Elon explained are completely possible. Semi going down a 5% gradient from 5000 feet will generate enough...

It’s pretty amazing that some of ppl here think just because Elon owns the shares, the market is going to pay a premium. There is nothing in finance that says “oh we have to pay a 20% premium just because someone owns this much part of shares”. Teslas market cap will be the same irrespective of...

Got VIN this morning F549 Y LR Red & White 7 seat

One way to turn off the light is to poke a metal inside the trunk latch assembly. Basically, the latch will "Think" that it has hit the metal ring on the trunk floor and initiate the lock. As a result, the light will be automatically turned off. I have tried this and works well. To Turn "On" the...

Did anyone have delivery date from 2 week window to 40 day window again ? Ordered Feb 27 - Red LR Y white Interior 7 Seat with FSD. Got 3 2 week windows in aug .. latest being Aug 22 to Sep 5. Jumped today morning to Oct 14 to Nov 25.

In this case, you are considering the higher adoption of FSD ? By end of 2024, we will have nearly 10 million HW 3 cars on the road and FSD will be mature enough that most people will opt for FSD. Let’s assume 50% adoption to be conservative and FSD being priced 20k as upfront 25% opting for...

Anyone want to watch trailer of Tesla AI day ?

Where are JP morgan investors dumping JPM stocks, blaming Jamie for creating unnecessary noise ? Also, ppl take Elon seriously when he says there may be a recession coming. Why doesnt anyone take him seriously when he says no one can catch up to Tesla with FSD for at least 5 years? or that...

$TSLA Tesla's Freemont Factory Running 10-20% Above Capacity, "2Q is Shaping To Be a Monstrous Quarter" - Global Equities

This person seems to have an impressive resume and I am seeing this from multiple ppl on my twitter feed. While I see other side claiming that inflation will go on forever. Also, he provides a data point to ponder on. Lets see how all of this turns out. I think many of the insane price...

Earnings and deliveries estimate increasing.

Elon has told already that single stack will happen once they have solved bugs in the city driving. So I expect single stack in 6 to 12 months.

'War on climate change': Tesla-backed engineer Jeff Dahn seeks a million-mile battery “We think that lithium-ion batteries can last for a century with the right chemistry,” he said in an interview. The problem is time. Someone would need to track the battery’s performance from beginning to...

. Elon extended interview at Giga Texas. 1) 100 GwH battery production at Giga Texas in 2 years. 2) Long term Tesla will do 30 TwH of batteries. - 10% of 300 TwH needed to transition. 3) Water will be abundant as we can use renewable energy to extract water from sea water. 4) FSD Pump -...

Over the last several months, we have become increasingly bullish on Tesla, our largest holding. As an expression of our increased confidence, through Q1 we increased our Tesla position. At a high level, we believe Tesla is on a path to dominate the S&P 500. Much like Amazon emerged from the...

https://alhambrapartners.com/2022/04/08/concocting-inventory/ TLDR: inventory build is happening in US - > due to lower consumer demand -> however, Fed is unnecessarily hawkish and end up raising rates into a recession. If we see a couple months of lower Inflation readings, we should stop...

With regards to anti competitive discussions, I always thought breaking up of companies will lead to higher shareholder value as each business vertical is valued on its own growth prospects which leads to unlocking of higher values. Correct if I am wrong. For example, some people expect AWS...

What are next predictions from here? breaking out of larger purple trendline? or coming back to lower purple trendline/Yellow trendline

"Culture eats strategy for Breakfast"

You should see Robs video for March 15. TLDW: Tesla COGS has actually reduced in last 12 months while ASP have increased.

Making space for SR Y ?

I do think Elon is right regarding LIDAR and I am frankly surprised that he being a board member of Tesla doesn’t really understand how Tesla’s approach will win. One of the biggest problems with having a LIDAR is that you have one more sensor that provides you with conflicting data. For...

https://trib.al/7Qx5YxT?fbclid=IwAR08d3rskPTiNjWO2NT1ihAd31fwZYsXq6vjXv6oBgBUHCWCJ6JmnEzoq80 People predicting $200 a barrel of oil should read this once.

A Bloomberg video on projections of oil decline due to EV adoption. TLDW: EV adoption may cause loss of oil demand by 2 million bpd as early as 2023. They use projections by other car automakers (video was made in 2016) in terms of EV sales, but we know no one else is close meeting their EV...

It looks like we are close to bottom with regards NASDAQ correction in terms of number of days and % considering avg correction.

Tesla lost 60% during Covid crisis. 2009 was financial crisis - can understand a 60% drawdown then. Now economy is strong with no challenges with financial systems.

Only tesla can go from 1200 to 760 (Lose 400 billion market cap )in 55 days on a stellar deliveries and earnings and announcement of 2 new factories in the coming years LOL.

I shared this on reddit few days back and think people will here find this useful. Many people get carried away by magical battery breakthrough news and fail to appreciate the parameters that make a great battery. For example, one of my friend thinks VW will make a battery in 2 years that will...

Market is already pricing in nearly 2% in terminal rate. But this graph is interesting because of so many rate hike expectations over the last decade that never came to reality. What will happen this time ?