Search results

You'd have to hope the following with Drew leaving. 1. 4680 is basically done and they are just copying the lines 2. FSD is now the only mission of the company and they are basically ready to go. 3. Megapack is a copy and paste to build more storage. Because if those are true then the company...

Here's a guess. Tesla knows they have the correct route with end to end Neural Net and vision only in Version 12. They have known this for a few months, their problem was they lacked the GPU's to run these models fast enough to iterate. I am wondering if Elon gave Nvidia a truck load of cash...

Annnnndddd Confirmed.

It wouldn't surprise me if this headline is misleading but somewhat accurate. I haven't been convinced that Tesla will ever directly sell the low cost vehicle...It's for Robotaxi. Why deal with selling a super low margin vehicle when the end goal is transportation as a service. I believe that...

I take a look at the inventory and discounts on Tesla's website periodically. Until today, the KC service center had one model 3 in inventory and it was an older model. Today they have 5 of them all RWD new body style. I'm wondering if Tesla was holding these back until after Q1 or why they...

Good catch, I just looked at 60 minutes twitter and they have a completely different story for tonight. I didn't see the Australia in the corner.

I'd love to take these off your hands..but honestly I am confused as to why your realtor sees no value in them. Especially when they could render the power bill zero or make money on the VPP plans for ERCOT. https://www.tesla.com/support/energy/virtual-power-plant/tesla-electric As an example...

So this seems like a well timed hit piece from a once respected news outlet. Appears to be Australia, I looked at the US version and it's a different set of stories for tonight.

I have been overall bearish on TSLA over the last 6-9 months. As far as the stock price, I expect it to bottom out over the next 3 months (unless the economy/market takes a real dive). My hope and belief is that we have seen margins bottom out this quarter. I think volume will be limited on the...

I honestly don't think Elon cares about the trash talk, but what he wants is the red tape cut so he can build and innovate rather than fight the DOJ and feds at every step.

I've been saying this basic premise now for 6 months. We are in the lull for TSLA and I don't see the market appetite for what TSLA is selling investors. Its version of AI is far more commercialized as a real product than most, but its such a difficult and regulatory fraught product its going to...

So I think for retail you are correct that if you believe in FSD and their ability to sell a mass market small car then by all means, average down. But my point is that retails ability to move the stock is limited right now and we aren't in a short squeeze scenario like 2020. This is the most...

No doubt on this, but I just don't see WS giving them any credit for this till they know the margins and demand. We have no idea what said car will look like and if people will want to buy a 25K sedan/small car. I believe the design for this car was positioned as the Robotaxi car, and as Fraz...

For those of you predicting a major turnaround this year on the stock, what are you banking on to justify this? Typically I am a positive investor/person, but here are the headwinds I see. 1. With no guidance we are going to live in a quarter to quarter guessing game - what is the incentive for...

they just spent 15 minutes talking about their ability to remove cost is limited now. Declining growth was specified in the earnings release because they are "in between waves" What tailwind do you see for them in terms of earnings if volume doesn't grow much in this period? Their earnings are...

Serious question if we are to pencil in flat to declining earnings for 2024 along with declining growth in deliveries....what is stopping this stock from retreating to 100/share? Let's hope Tesla doesn't cut prices anymore.

Prediction time. 1. I think Tesla is willing to continuously drop prices to meet demand to keep the factories moving. I believe Elon is willing to let margins slide as long as it takes to get FSD marketable to the masses. 2. Energy storage will help the quarter and FY24 as they get more of...

A new episode of Autoline just dropped and it's a doozy. If you want to reaffirm why you have invested in TSLA the automaker/manufacturer this one is for you. I work in technology and have been a Tesla follower for years. I am amazed at how resistant people are to change and the power of the...

Let's say that the board were to approve share buybacks recently, lets also say this puts the TSLA stock price down over the coming weeks months, wouldn't this be a great time to A. get a new pay package, and B. Remove shares in the pool to get him over the 25% hump?

Cybertrucks higher price and margins are going to pay for the development of all the systems and 48V architecture of the high volume model. Drive by wire, break by wire, all ethernet coms, high density cell, and larger castings. They get to refine all of it for the most cost effective vehicle...

There is no paint shop, so unless the stainless is way more expensive, I don't see how this is dramatically more expensive (other than battery costs) than a model Y. Obviously until it's ramped we are going to absorb some overhead and fixed costs, but this will be the most profitable vehicle...

Prediction... These early models will print money hand over fist for them for around 6 months or however long the early adopters support. Then they drop prices 20% overnight and do exactly what they've done for every other model, rinse and repeat. They would be foolish not to do this as they...

The biggest loser with this caveat is Munro. I suppose if they were willing to fork over the 50K along with a steep fee someone might give it to them. It would be really awesome if Tesla sold them one of the first ones, but I assume they want it to stay out of their hands for a few months to...

The stock is going to do whatever it does. But this is a bad miss that is deserving of a red day. Let's hope Elon keeps everything nice and tight. I know "deliveries" start in November but I would guess we don't get specs on anything till 2024. These "deliveries" are going to go to employees...

I agree this is super inefficient, but these people are willing to shell out 50K+ for the vehicle, then 150+ for the full multiple times per month for the pleasure of riding in a big vehicle, just image if Tesla and others do get it right, at the right price point. These are going to go to the...

We don't remotely share the same experience. In the midwest, it's trucks everywhere...and most of these people aren't building homes or doing labor. In the midwest it's probably greater than 50% of trucks never have more than mulch or luggage in the bed of the pickup. Until the reviews come out...

I bought a used 2022 Model 3 back in May. I financed with Tesla as it was like 6% which on a used vehicle is very good. I ended up getting matched so to speak with BMO on this loan. It appears this company has exited consumer auto lending. I know US bank is a prime lender for Tesla, but I'd be...

The average new car in the US is 49K and the average used car is 28K. A Model 3 in inventory is 37-40K (29.5-32.5 after tax rebate) A Model Y in inventory is 44-49K (36.5-41.5 after tax rebate) If the UAW goes on strike as planned on the 15th Tesla would be foolish not to blast media with...

Look I'm just giving my perception as a buyer. Tesla competes with itself at this point, they are dropping price for a reason and I doubt it's that their costs for the S+X have dropped. To your point they are not limiting supply in order to keep values up, but when you dont have dealers to sit...

I get what you mean with the comparison, but I dont see the X+S in the same league interior wise as the German top end ICE cars. The S is a fantastic sedan, I'd love one if I drove more day to day...but The X isn't differentiated enough from the Y to justify the cost. Its only marginally...

The Model S+X discounts will be welcomed by many but I can't help but think this is a significant indicator of a serious high end demand issue. Not 30 days ago Tesla announced the ability to move FSD from old vehicle to new. This should have been enough to keep the S+X lines busy...I would hope...

My wife and I are proud owners of a Base model 3 and a 2022 Fremont Model y Long range. We have been looking into 6-7 seat upgrade for the Y. Initially once the FSD transfer was positioned I was convinced we would upgrade the Y to an X and even put in an order on one that was in inventory. I...

I am in agreement with this. I dont see there being a real catalyst at the moment. With that said, if Tesla announces CT pricing exactly where it was 4 years ago...this thing will rocket. Nobody expects them to keep prices where they were. I also dont think Tesla will show the configurator until...

I considered this too, that charging to 100% would be more like charging to 80% normally. Will be interesting to see what the UI recommends on these. Also howTesla convey range reduction (due to time/use) in this scenario is interesting. I am hopeful its LFP and Sawyer is wrong, but this seems...

Ha, I knew exactly which Supercharger you were talking about without even looking at a map.

Grain of salt till Tesla releases the weight of these...

I would love to understand GM's EV strategy right now with an honest presentation about where they want to be in 24-36 months. If the US hits an actual rough patch I dont see how they aren't done for.

It appears the new variants of S+X are software locked, with no option (today) of extending it after the fact. I guess I dont know how to feel on this, on one hand this might open up some new buyers, but on the other its like 140/160 per month difference on payment and I would much rather just...

It would be pretty awesome if the Highland 3/Y and the CT using M3P could do some V2H action. Especially given the new meter based Gateway, this would be the perfect low cost solution for home backup power.... I have a 22 model Y and a 22 model 3 LFP. It's so much nicer with the LFP having the...

I live in Kansas which has the same problem, not having Tesla sell direct to me.

Disclaimer...I am in the camp of Tesla being the most important company in the world at the moment given all the things they are tackling. Tesla is not the same as TSLA. 1. If you had no idea what the company did or where they competed and looked at their income statements I think you would...

Assuming your installer is qualified, you will get the same result, but probably 20% higher than the Tesla price. My installer take the Tesla hardware price and then marks it up along with their work to install it.

I am assuming you took delivery, but you pay for your car and then its on you to register it in KS once Tesla sends you your paperwork via Fedex. So plan on shelling out any tax and registration, which depends on if you have a trade in or not. It's super easy and you won't overpay/double pay...

Comparing this to gold is a comical misunderstanding of the opportunity here. It's been a week, the most prestigious labs in the world are working on independent verification, maybe some patience before calling the 21st century transistor a flop. If this comes to fruition the race to...

So change of plans. My wife was in Chicago this weekend and one of her friends works for Rivian. It was brought up that Friends and Family could be used to get us an R1S sooner (1-2 months). I have since cancelled my reservation to go test drive an R1S. I am somewhat nervous about this given the...

The next support is at like 235. Wonder if this rebalancing will push us further or if it's not that big of a deal.

So I agree that the new terms of this seem to devalue the existing FSD license. I always try to look at both sides to see any perspectives if I am upset/disappointed. But what if (highly unlikely but just saying) Version 12 hits...it's basically robotaxi (highly unlikely but just saying), and...

I just got off the phone with Tesla. I am in the process of trading in my FSD Model Y for a New model X. 1. You can do this with a trade in via Tesla where they do it at the time of delivery or.... 2. If you take delivery of any new Tesla in Q3, you can move an existing FSD license to it...

Pulled the trigger today based off FSD transfer on the earnings call. Let's hope I get a good one.

Thanks everyone. This would be the largest auto purchase I've ever made, so am hesitant given some of the quality issues. We have a model Y and Model 3 and at their price points I'm ok with less than "premium" given there is no comparable product. I do really like the R1S and and tempted to...