Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. larmor

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

    Consensus should really be 80% of 475k: 380k...
  2. larmor

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

    Cheaper mass produced car requires huge volumes to achieve economies of scale. Achieving high through put on an automobile is going to be challenging whatever way its done-- subsegmentally or optimus or whatever, so does not take a rocket scientist to know that it will be a ways down the road...
  3. larmor

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

    Regarding the last comment above for the market's reaction on volume: Yes and no. In a prior conference call for Tesla, Elon had mentioned that the profit per car would be dwarfed by the profit from FSD deployment and realization. To this point it was even mentioned that they don't even care...
  4. larmor

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

    Other factors which have made TSLA red recently: Beginning construction of a new factory in Mexico with plans for a smaller cheaper car. Possible factory in Thailand Giga Shanghai expansion Roll out of FSD V12 to non employees. Active AI use of rapid learning of driving by video observation...
  5. larmor

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

    Rivian needs to step up its powerpoint game...
  6. larmor

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

    Lunar calendar shifts by 10 days every year.
  7. larmor

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

    Related to AGI and the apple 'car', i'm guessing that when apple saw SoraAI and then knowing how much it spent on original AppleTV content, that funds used to make a car with lower profit margins could have been used for AGI to make a SorAppleTV. Combined with the goggles, certainly more along...
  8. larmor

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

    Maybe collaboration with RACE-- let Ferrari handle the suspension details etc, because with presumably 2000 bhp, such as a Battista or Nevera, will need real race suspension even with thrusters etc. Maybe there is a quantum photon dot type motor in the works? And elon needs time to focus on...
  9. larmor

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

    I know another car company with advanced sensor suite paired with AI that makes more cars every year on a year over year basis, but gets hammered in the market and basically level valuation over several years, despite increasing number of factories and increasing deliveries and cash flow...
  10. larmor

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

    They pivoted to being Car bears....
  11. larmor

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

    I’m also in the 500 mile range camp, while it’s not related to towing or huge road trips, a very common scenario when I was in Southern California is running multiple errands through the weekend, and then running out of range and having to charge near the end of the day, but waiting for the...
  12. larmor

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

    In a recent conference call, Elon mentioned that we don't even care about the profits on the auto business because the wealth creation from release of FSD was going to be transformative. At this point, analysts hooked on the first part of this remark but completely ignored the second part...
  13. larmor

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

    Or work for amazon or ups in the warehouse and deliveries or bmw (although i heard their powerpoint robot is running circles).
  14. larmor

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

    I didn't like this video-- an algorithm told me to 'like' it... Love how companies chasing clicks for profits with algorithms, and tesla is driving to a safer future, pun intended... (if you can spare time today, this video is well worth watching. And might answer the question of how they are...
  15. larmor

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

    Production is hard, but the pathway to make it profitable is improving. Seemingly ignored in the all media outlets (obviously) and unheralded after many recent CC was the concept of a new production method, making the large sub assemblies in different locations. This would presume fewer parts as...
  16. larmor

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

    Aaannnd we're back... Maybe connect the dots between misleading headlines, micro trades, and options movements. TSLA remains hyper reactive to headlines, from directed trades or algobots? Whichever way it is, someone some entities are making huge bank on the TSLA gyrations on minute by minute...
  17. larmor

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

    Texas is "US adjacent" and most of Texas is originally from Mexico.
  18. larmor

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

    So everyone talks about conference calls and especially mentions future growth and guidance. Tesla introduces several new products lines including Tesla bot – – Amazon, are you listening? Do you still want to pay workers to load and move packages?, $25,000 mass market car to start in 1 1/2 to 2...
  19. larmor

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

    This would be a very boring date...
  20. larmor

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

    Tuesday through Thursday after 10 am EST. I wonder if other equities have similar trading patterns, or is it just tsla?
  21. larmor

    Roadster 203X

    Pricing will likely be on par with newest porsche taycan when optioned with 'sport chronograph', and expect that 'ring record to drop with the roadster. My question is: is Tesla gng after the recent taycan ring record or the actual porsche 918 record (presumably would need thrusters to keep the...
  22. larmor

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

    Also, Its Monday or Friday or any weekday after 10 am EST.
  23. larmor

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

    Robot is just future growth which should be recognized for r&d to pivot to new product line, just like FSD as a service and license to major OEM (seems to have fallen off the radar (pun intended)), and the market has rarely viewed TSLA new product lines as valuable unlike many other companies...
  24. larmor

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

    Financials having no place on this thread about stock and valuation of TSLA. Anyone claiming there is a correlation is just pure coincidence and all such representation is purely by chance...
  25. larmor

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

    The optimus video is very concerning. It can mimic / track movements and copy-- yay great, so can any robot. But then it can also review 1000s of videos of t shirt folding as well. And then use an AI engine to parse out variations and then do it on its own. In of itself not a problem, but lets...
  26. larmor

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

    Also the tires have a high rolling resistance and obviously suboptimal for quick acceleration.
  27. larmor

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

    They used Teslas because no one would believe that Volkswagen or Ford cars could be updated by OTA…
  28. larmor

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

    I think there is more range to be had in the higher trim models, wasn't there a rumor on a quad motor unit? Also adding the third motor and presumably larger battery increased range a little bit, but past experience with the model s and x is that there is incremental range improvements that come...
  29. larmor

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

    This is super important, and prior to this on all conference calls etc the model 2 was 'in development' and not much was said. Now they are making the production line??!! What happened to pencils down, design finalized, testing, etc? This is hugely bullish and volume low cost model with...
  30. larmor

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

    IN the event of a flood, those sandbags will come in handy.
  31. larmor

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

    For personal travel-- yes that is a high cost. But if the owner runs out the car for robotaxi purposes than that is not a bad idea. While even i'm hesitant at the personal robotaxi rideshare prospect, there was also a time when it was inconceivable to download and/or stream a movie, among other...
  32. larmor

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

    Haha felt like Friday-- probably after 10 am EST so that should explain the price action...
  33. larmor

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

    Short sellers have a support group it is the sec, they protect all types of businesses including those who use investments to devalue companies. They operate freely by pushing the market how they want with small news snippets and choice diction.
  34. larmor

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

    But those other EV companies do not have identical growth or profits per car. Some of them even have monies lost per car, i know, i know shocking... So the market reaction is purely rational as a means for large players to buy in at a lower entry point, prior to many upcoming product(s), pivot...
  35. larmor

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

    Since solar energy is free once the capital costs are accounted for, its like printing money. So may be that's why they banks get involved, just saying.
  36. larmor

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

    Of course little to no accounting for the lives lost and money spent to make weapons to end more lives so that oil can be cheaper. Why can't we just get cheaper solar cells and why do they remain so pricey in the US compared to multiple other countries, by which i mean direct purchase of solar...
  37. larmor

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

    Yes finally under promise. To pick apart the earnings call, lots of couching in terms of if there is a world ending macro spiral out of control and worst case scenario to get cybertruck production and volume in 18 months. Adding more compute power to FSD with AI cpu's-- seems to be the big miss...
  38. larmor

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

    Is this beneficial to tesla regarding supercharger access with fees? I thought supercharger network was not supposed to be a profit center but with so many other automakers adopting can it be a profit center/business? Is there any royalty or fee for signing up for supercharger access?
  39. larmor

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

    Remember that UAW strike which is killing the coming to market Tesla Killers? Hmm, seems to not be that important since tesla slowed down to improve thre factory, which in most companies means lower costs. But I could be mistaken, and some companies spend extra capital to make their product more...
  40. larmor

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

    Weakness is TSLA continues despite continued growth and inline retooling for cheaper or faster production, in setting of UAW strike who are making tesla killers (/s), new product line to be delivered any day now, and pathway to FSD now clear by getting AI to watch videos of drivers guarding...
  41. larmor

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

    Or recognition that improvement to assembly lines resulting in lower cost of production?
  42. larmor

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

    Time is spent on p&d since TSLA remains highly volatile to any news or information, fluctuating wildly to the down side on 5% change up or down on the delivery/production side. This fascination with numbers on small variations of p&d can be analagous to 'Clu' who just wants another game piece to...
  43. larmor

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

    So the other auto manufacturers pay or do not pay a fee for joining the tesla network?
  44. larmor

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

    And this might be part of the 500 mile range explanation for the tri motor cybertruck.
  45. larmor

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

    "Big news will bee coming..." "May bee" Bee aware when it is convenient for the market makers to be-come involved with TSLA...
  46. larmor

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

    I know what they said, since i have insider knowledge: 1. New factory in Mexico 2. New cybertruck to be launched imminently with over 1million reservations. 3. Acceptance of Tesla SC network by all major auto manufacturers 4. FSD can now learning by training on millions of miles of actual...