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On this 70th anniversary of Bell Lab’s silicone solar milestone it’s a good day for a deep breath and some appreciation for how fast Tesla is actually executing given every man-made obstacle in their way. FSD, Robo Taxi, a $25,000 car, utility-scale battery deployment, Tesla Solar+Powerwall...

Has the long-awaited rotation finally begun? (speculation only - and perhaps some wishful thinking too) My wishful thinking says the rotation has begun. But holding TSLA since 2013 and wanting to HODL says:

Thanks @CHGolferJim. Yes, we absolutely prioritized stopping at 250's, as the charging understandably took about 20% longer than our 100 kWh Plaid and 100 kWh Model X with the CT's bigger battery. The last 20 miles or so of charge does seem to be a bit slower than with the 2170's, and it does...

After spending the last week on the first half of a long road trip across the South in our new Cybertruck, perhaps the only thing more difficult than getting to see a new CT in the wild is trying to drive one on the interstate while every driver around you is taking pics and videos of a new CT...

Agree and well put @The Accountant - "that is the life of a Buy and Hold Investor". And very much worth a deeper dive with the value of hindsight now: While a 'Buy and Hold' strategy certainly can't keep up with the short-term returns that those who hold the Playbook clearly enjoy, it is the...

A very respectful disagree @madodel - WS, and particularly GS had the inside scoop to this huge beat IMO before their ‘downgrade’ of TSLA at the beginning of last week, which resulted in the otherwise completely unexplainable 10% slide in share price as a result. And ‘They’ likely sold the top...

Agreed. Very curious how this will play out - hopefully much better than it did for Herbert Diess. Up to this point it seems that if you just go out on camera and make stuff up about EVs while you continue down the ICE path you get support from the highest levels and a golden parachute…and if...

Would this be the same ‘scared’ market that was not scared of a $1 Trillion budget for the military industrial complex and then spending another $200 Billion for Ukraine’? - and the same ‘scared’ market that rallied jubilantly when a $4.2 Trillion redistribution of wealth was passed a couple...

They are probably just reacting to requests from their voters complaining about missing their favorite late night AM radio show. But I guess if we are going to Occupy Mars we might as well have George Noory calling the play-by-play for all EV drivers too

This is a most interesting post @nativewolf because the timeline for maximizing shareholder value is undefined. Thus it is both correct and incorrect IMO. Elon/TSLA have intentionally broken the ‘preferred’ Wall Street business model of maximizing short-term profits for shareholder value...

Respectfully @phantasms - Then I am confused by your adamant disagreement- for it sounds like we do agree that both ‘sides’ of the media have falsely attacked Elon/Tesla in the past, and perhaps even multiple administrations have now done so directly or indirectly. This all rather famously...

Actually it was investing in TSLA since 2013 that led me to this conclusion. I doubt I would have changed my mind about a lot of beliefs I once held very closely if it weren’t for following all things TSLA and Elon just as closely. Elon’s pursuit of more noble goals for people and Planet has...

...........and why TSLA in such a bundled trade? TSLA is currently trading in the 'Beast' of converging wedges - between the 2-year resistance and 5-year support as a result of the 'convenient' landing at its recent lows at the very end of 2022, after which it almost doubled in price - (why...

........or perhaps it is a bundle of trades that don't all manifest for 'image management' reasons. For instance, MSFT is an intentional loss to give the image of Mr. Tubberville having less than 100% success. That would help avoid any future prosecution, and it could help set up a nice trap...

Although somewhat of an odd comparison, TSLA may have just been passed by BTC in the Market Cap race, as BTC pushed up above $30,000 again. At this point TSLA would need to 5x while everyone else stands still to reach the top Market Cap spot, but better to 10x as @Gigapress suggested with the...

Hmmmm…. On March 14th Troy estimated 413k deliveries- and Tesla beat that On March 18th Troy revised his estimate to 418k deliveries - and Tesla beat that On March 31st Troy revised his estimate once again to 426k - a number that would be higher than Tesla’s actual deliveries…and CNBC was...

This seems to fit a theme I have noticed on TMC over the last decade+, but I can't quite place it...Ha! (apologize if this was already posted):

Thanks for the thoughtful response @Bobfitz1 - Several of your comments which I highlighted are a great segue into a broader discussion of the Diablo Canyon vs Renewable argument, and perhaps to help untangle the 'Nuclear is Good for the Climate' concept a bit since the media has gone all-in on...

The broader message of the report you posted @betstarship is extremely important, and my response is not meant in anyway to marginalize it. Just an observation over the last couple years after an entire career of fighting to improve our resources and wild places - I am becoming a bit frustrated...

Mark Jacobson recently posted a brief summary comparing batteries to Diablo Canyon nuclear plant on California's grid. Despite what all the folks with stranded coal, natural gas, and nuclear power plant assets are wanting us to believe, the future is batteries, wind, and solar, not their...

…..and dropping over this event, which shouldn’t be taken lightly:

And just like that, we are drilling again - in Alaska no less. Drill Baby, Drill. Sara Palin tried, but it took Biden to get it across the finish line. Mary led us on an EV path and it didn’t matter:

Not at all @JRP3 - my point was two-fold. Tesla made a very vocal investment in BTC. It was for "when the sh*t hits the fan". That day is here - the banking sector is blood red today - some banks will no longer exist - and we were cautioned it was coming. And now we see when the curtain is...

some frequently mentioned names on TMC: Some discussion over the weekend of Tesla and BTC. Maybe BTC isn't the worst hedge on inflation and banking fears after all....?

Respectfully giving reason for disagree - I do agree that focusing only on Rates is very myopic and is little more than a band aid on a much bigger problem. I disagreed because I think we have a different view on the 'why'. Targeting Rates is targeting the 'symptom'. The World is catching on...

https://www.reuters.com/business/autos-transportation/rivian-amazon-talks-end-exclusivity-part-electric-van-deal-wsj-2023-03-13/ "March 13 (Reuters) - Electric-vehicle maker Rivian Automotive Inc (RIVN.O) and its largest shareholder Amazon.com Inc (AMZN.O) are in talks to end the exclusivity...

Agree - the Peter Thiel blaming is a bit too suspicious and too convenient to me given some information around this event that others are reporting: Its OK to say it out loud - The 50,000 foot view of macro events is a complete train wreck - debt ceiling limit discussions at...

The previous and the present incarnations of @unk45 is someone I look up to with great admiration - someone I will humbly call a mentor, and also someone I have greatly enjoyed every conversation with. I am extremely grateful that he is back on TMC with us again. I have learned much and am in...

Fully agree @wipster - The Canoo is an excellent concept, but the practicality of it does not quite fit my lifestyle...and my experience says some of the photos on their website might be difficult or very inconvenient to replicate in some of the more enjoyable wilderness areas I prefer to go...

Nuclear only offers low prices at night because it is far cheaper for a nuke plant to take a loss on energy sales than to perform a full shutdown and startup of the reactor - an evolution which takes considerable time and results in unnecessary cycling of equipment…..and in some cases different...

Step 1 - Buy as much TSLA stock as you can comfortably afford to buy Step 2 - Ignore everything that those who work for Wall Street say - (CNBC, Jim Cramer, NYT’s, Dan Ives and others). Ignore them in good times and bad times. They are employed by people who want to separate you from your...

This is extremely important. And with the potential for V2G I think people will reconsider the value of their aging Tesla vehicles if they can repurpose them. I have followed the discussions here regarding the falling prices of used Tesla vehicles with interest, particularly the discussions...

Great metaphor for the difference between investing and 'short term trading/gambling'. For those of us watching tonight that bought shares a decade ago when Tesla was just getting the Model S out into the broader market this presentation is nothing short of amazing. This is an insight into a...

$10 Trillion for the transition - we have spent about that much in the Middle East since President Reagan took Carter's solar panels off the roof of the White House.............and all we got for that was non-renewable fossil fuels. Let's get it right this time!

This is BIG. Elon is choosing his words carefully as he describes an electrified future that can comfortably support the existing population - a concept that is contrary to the World Economic Forum/Bill Gates and their goals of a dramatically reduced population powered by hydrogen, etc. The...

Ha! - as soon as Zach said they would be looking beyond the next quarter the aftermarket price went red. Wall Street greed in action

The timing of this looks to be aligned with the dip in TSLA’s share price this morning - and across the broader market. https://www.wate.com/news/top-stories/emergency-personnel-respond-to-y-12-in-oak-ridge/...

And while we are waiting for the TSLA spring to wind up a bit more, I can't help but wonder how much further GM's spring would have unwound without this administration trying to throw them a life preserver every step of the way. I just re-watched Charlie Berens' hilarious short video - How...

Patience Grasshopper - A brief consolidation around 200 to tighten the spring is a very, very good thing IMO. Soon, very soon. But taking off too soon before winding the TSLA spring tight enough to avoid bouncing off the 6 month upper resistance in the 240's would set TSLA up to trade into the...

Posted here because 'all things Tesla' is still the solution between the lines....and because it was written by Mark Jacobson of course. "BILL GATES has put billions of dollars into new technologies he believes will help halt climate change: small modular nuclear reactors, biofuels...

Yes, stocks are selling off - but it has nothing to do with TSLA news. It was shortly after this just happened: https://www.zerohedge.com/commodities/another-derailment-train-carrying-hazardous-materials-crashes-near-detroit And there was this yesterday...

FTFY

Powell’s comments and the actions of the Fed will be great insight into the needs of Wall Street for all of us Retail Investors that don’t have access to ‘The Plan’ in real time. If Wall Street desires more cheap shares from investors at bargain prices, the rate hikes will continue. If Wall...

Last month I posted some general observations of the relationship between Elon & the World Economic Forum, and of his relationship with those influenced by the WEF organization since the inception of Tesla. I did this because that relationship seems to have morphed over time. It seems to have...