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  1. Electrifying

    Wiki Model X Order/Delivery Tracking - Google Sheet

    Vroom offered $81K for my 2019 Model X 100D, only $950 lower than Tesla trade-in offer. Carvana offered me $60K :).
  2. Electrifying

    My MX is ready 6 months early—what now?

    I had same issue. I bought out the car before lease end. Now I am selling the X for a profit and then get my new X. Make sure you get a buyer first and go with them directly to DMV to transfer title so you don't pay sales tax twice. I didn't and ended up paying twice.
  3. Electrifying

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

    Yeah the wavy cooling plate? I imagine cooling rate is proportional to the contact surface area between the battery and the cooling tubes. A cylinder will have more circumference/side area than top and bottom discs? side area = Height * 2 * pi * radius. Bottom and top areas are both pi *...
  4. Electrifying

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

    Maybe today's drop is related to the latest Lora hit piece : Tesla cut a steering component from some cars to deal with chip shortage, sources say ?
  5. Electrifying

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

    A 29 year old CA governor candidate who talks about Tesla, competition between Giga Shanghai/Austin and Fremont, battery storage, Boring tunnels, road privatization, SpaceX/StarLink, blockchain, CA's own crypto currency, carbon tax, randomized inspection and DMV reform in his campaign...
  6. Electrifying

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

    Great insight! From the spreadsheet, GM's market cap is $89B but its EV is $165B, which means GM has tons of debt and other obligations. And Toyota's EV is $350B, so Tesla is valued less than twice of Toyota's value.
  7. Electrifying

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

    16:20 into the video: Elon really knows software: "more lines of code are worse than less lines of code!" Tesla Autopilot only has only 200K lines of code?
  8. Electrifying

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

    A new startup helm.ai uses unsupervised learning to teach deep neural nets to do autonomous driving, any expert can comment if this could be a competitive threat to Tesla as it might neutralize Tesla's fleet size advantage? See Forbes article: Forbes Insights: The Future Of AI Is Unsupervised...
  9. Electrifying

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

    Stop Sign: https://twitter.com/teslaownersSV/status/1319147449030635521
  10. Electrifying

    trading

    TSLA is not available to short on Ameritrade:
  11. Electrifying

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

    Apple will equip Model 3 with hexagonal wheels and charge $1000 for charging cable. and bundle in the idiotic Siri. It's much cheaper to hire away Apple top talents
  12. Electrifying

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

    I bet it is less than 20% of net short covering. That is the short interest is still above 30M shares.
  13. Electrifying

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

    An lecturer at the MIT Sloan School of Management just wrote compared to Tesla, the Audi etron is a "bad joke": " Audi, the first legitimate competitor to Tesla, has shipped a working electric car that is a bad joke. Its failure to understand that “it’s the software stupid” has given Musk even...
  14. Electrifying

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

    The Model 3's made in China will cheaper variants though so ASP lower.
  15. Electrifying

    TSLA Technical Analysis

    That's my thought as well. hopefully it can break above the down trend line in a couple weeks, which happens to coincide with the Q1 delivery report.
  16. Electrifying

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

    Glovis Captain next is going to BREMERHAVEN in Germany. It’s total capacity is 3000+. So there could be 2000 cars remaining.
  17. Electrifying

    Canada VIN thread and Delivery Thread

    Not to be pedantic, but a Canadian gallon , or Imperial gallon is 4.546 litres but a US gallon is 3.78 litres. So it's not $7/(US) gallon but $5.29/gallon.
  18. Electrifying

    Second batch in a week!!! Friday the 13th is my lucky day.

    Sorry how reliable are your friend's words? If this were true, Tesla would have already reached 5000 cars a week for Model 3. As a TSLA shareholder, I would be very very happy.
  19. Electrifying

    General Discussion: 2018 Investor Roundtable

    The most important one: "As a result, Tesla does not require an equity or debt raise this year, apart from standard credit lines. "
  20. Electrifying

    General Discussion: 2018 Investor Roundtable

    The final quality control (checking panel alignment, checking all functions work etc) are still mostly conducted by humans. Plus driving the cars outside to the lot?
  21. Electrifying

    General Discussion: 2018 Investor Roundtable

    Agreed, " complaining of multiple times that autopilot had swiveled toward the exact same barrier"? Why would a normal person still turn on AutoPilot if the car had tried to kill him many times before with it? Tin foil hat on: Shorts might have sent a "lawyer" to his family to represent them...
  22. Electrifying

    2 weeks in

    Your 2013 Models S can't possibly has AutoPilot. Autopilot was first offered on October 9, 2014, for Tesla Model S, followed by the Model X upon its release.[4]
  23. Electrifying

    TSLA Market Action: 2018 Investor Roundtable

    " Diagnostics architecture has been substantially redesigned for Model 3 in order to reduce physical service visits by more than 50%." Big auto just can't compete with Silicon Valley, at every stage of car's life cycle.
  24. Electrifying

    2017 Investor Roundtable: TSLA Market Action

    Hmm knowing Tencent is a company from a country with a history of the worst Internet censorship, I would give a second thought about this idea.
  25. Electrifying

    Electric Ocean Cargo Ship with Wind/solar Charging stations along the route

    Electric ships have been popping up but most I hear are either ferry boats or short range shipping. For a half million ton oil tanker to be electric , it needs to be charged along its route. How feasible is it to have anchored or semi-floating wind/solar powered mega-chargers along busy...
  26. Electrifying

    2017 Investor Roundtable:General Discussion

    I searched Facebook there's no such person as Allan Pep who published such a post. I'd rather believe this is true but can you post the actual Facebook post link?
  27. Electrifying

    Keep my only remaining gas car as backup for earthquakes?

    I am in San Francisco area. My wife drives a Model X and I am thinking of selling my BMW 335 and get a CPO Model S. But one concern is if all our cars are EVs, what if electricity went out during a major disaster like an earthquake or war. Will it be more disaster-proof if we have both types of...
  28. Electrifying

    Model X fails in winter

    You can long press on the FWD icon button on the LCD to force the FWD to open. That's what I did. As for the front doors, try standing outside and push the glass into the car B-pillar frame while closing the door. Should work. I was in Tahoe and Model X worked great. H ere are some photos.
  29. Electrifying

    Model X Road Trips

    Skied in Truckee (North Tahoe) for the past 3 days. Heavy snow, 8 degrees. Great traction. Doors sometimes need a few attempts or warm-ups to be openable when too much ice accumulated. Here are some photos. Truckee supercharger
  30. Electrifying

    Short-Term TSLA Price Movements - 2016

    Well you are probably correct: Elon Musk's SpaceX Refuses To File Patents For Fear Of Chinese Copycats . Still I am hoping for at lease limited assembly done in China, as quite a number of subassemblies/tires will be made in China, Korea etc and it makes no sense for those to be shipped to CA...
  31. Electrifying

    Short-Term TSLA Price Movements - 2016

    Jesus , I think we need a new moderator (yes a mutiny) given myusername still has not been banned at this point.
  32. Electrifying

    Short-Term TSLA Price Movements - 2016

    Elon said probably not necessary for Q1'17 either. With the Model 3 trial production deadline being July 2017, this indicates Tesla can self-finance almost all the expenses for Model 3 ramp up because a capital raise in Q2'17 seems too late for the ramp-up.
  33. Electrifying

    Model X September Deliveries

    Bummer. With the end of quarter mad dash it seems things slipped through the crack for you. I hope they can fix all these in time.
  34. Electrifying

    Tesla Model X saves family and pet after being struck at an intersection

    Tesla Model X saves family and pet after being struck at an intersection
  35. Electrifying

    Short-Term TSLA Price Movements - 2016

    Pathetic volume. Longs not selling. Shorts not covering. Game of Chicken. Only one side is paying interest every day. Let's see who can hold out longer. Waiting for the Tsunami of Hurt 2.0.
  36. Electrifying

    Short-Term TSLA Price Movements - 2016

    I don't think this is correct. These would be advance payment and would be recorded as "Deferred Revenue" on the balance sheet. What is 'Deferred Revenue' Deferred revenue, or unearned revenue, refers to advance payments for products or services that are to be delivered in the future. The...
  37. Electrifying

    Short-Term TSLA Price Movements - 2016

    Question for board. From the balance sheet / liabilities section I saw customer deposits stood at $680 million. If we exclude around $400M from Model 3 reservations, and assume the average deposit for Model X/S is $7000, that means the customers order backlog is around $280M/$7K = 40K cars ...
  38. Electrifying

    Tesla Gigafactory Investor Thread

    Sam Jaffe, a principal with Cairn Energy Research Advisors, said Tesla should be able to scale up quickly, but getting the needed cost reductions may lag. “What they won’t be able to do from a battery manufacturing perspective is make the cells as cheaply as they hoped. A lot of the price...
  39. Electrifying

    Short-Term TSLA Price Movements - 2016

    Eh personal trainers, Yoga instructors? Or massage specialists with a human touch? You know these engineers are prone to back aches and would rather prefer human fingers to massage chairs.
  40. Electrifying

    Short-Term TSLA Price Movements - 2016

    Looks like he still writes at cleantechnica : http://cleantechnica.com/author/julian/
  41. Electrifying

    Short-Term TSLA Price Movements - 2016

    Omniscient traders just KNOW the stock price's rise is caused by this or that event. Yadada. Where is the respect to Mr. Market?
  42. Electrifying

    Short-Term TSLA Price Movements - 2016

    I see quite a few arm-chair CEO's here. Nobody knows Tesla's cost differential between 60 and 75 except them. Nobody knows how much larger the addressable market became when 60D Model S was unveiled. Nobody knows how much incremental investment Tesla needs to make to double model S and X...
  43. Electrifying

    Short-Term TSLA Price Movements - 2016

    That piece is epic! These individuals are assisted in their quest by a media that long ago decided that it was completely okay with killing the society on which it parasitically feeds. Every potential flaw in a Tesla, every customer complaint, and every perceived shortfall from perfection in...
  44. Electrifying

    TSLA Trading Strategies

    I sometimes use what I call "Revenge Trading" method. I wrote computer code to scan my historical trading records and show exactly how much I lost on TSLA at each price levels. For example, since Jan 2014 I have lost $23428.6 trading TSLA calls with strike price $220 to $227.5. The exact dates...
  45. Electrifying

    Model X Road Trips

    I think pushing the left lower stalk away from you once will cancel AutoSteer, pushing it again will cancel TACC.
  46. Electrifying

    Short-Term TSLA Price Movements - 2016

    TESLA MOTORS INC. DL-,001: FRA:TL0 quotes & news - Google Finance
  47. Electrifying

    Short-Term TSLA Price Movements - 2016

    I am a bit gun shy as I have been so wrong before many times. But the 24 million shares traded on June 22 gap down from $220 area has the hallmark of an exhaustion gap on a downtrend (aka capitulation day). TSLA could close above it as soon as tomorrow.
  48. Electrifying

    Short-Term TSLA Price Movements - 2016

    Yes, Stock Markets are Forward Looking, albeit short sighted. That's why Apple could be making a gazillion dollars and still trades at a PE of 10 given its iPhone slowdown. I think it's just a matter of time the $222 down-gap gets closed and $285 ATH surpassed. Sometimes longs see too far out...
  49. Electrifying

    Tesla Model X Bio-Defense mode reduces PM25 density to 0.002 in Beijing Smog!

    I bet it's more than 100 fold filtering. If the monitoring station says PM 2.5 level is 200. I bet on the road jammed with cars, the level will be at least 400. I was Beijing in 2014 and I can tell you it's not for the faint of lungs sitting in a car.