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  1. K

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

    LOL Fisker outsold Toyota, Volvo, Subaru, Volvo and Porsche. No wonder legacy automakers are going back to hybrids.
  2. K

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

    NYT put out a surprisingly informative article about the Apple Car project. https://archive.is/9hYOJ https://www.nytimes.com/2024/02/28/technology/behind-the-apple-car-dead.html Apple was very serious about this project. Their failure showed how remarkable Tesla is.
  3. K

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

    5 years ago, BEV worldwide adoption was uncertain. Now the clean energy transition trajectory is much clearer. Had Titanic spotted the iceberg just 2 minutes earlier, then it wouldn't sunk. Same concept.
  4. K

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

    If anyone wants to cheer up, read up some tweets by Tesla Economist Emotionist. https://x.com/teslaeconomist?s=20 Total mental breakdown.
  5. K

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

    https://x.com/munster_gene/status/1753152357829874156?s=46 Even the expert gets wrong frequently. Or in this case, 0 out of 3.
  6. K

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

    I thought it is a clear sign the bottom is near? :cool: It is as reliable as Cramer, when we started bickering amongst ourselves.
  7. K

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

    Joe was right! GM does lead all EV stock performance YTD.
  8. K

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

    It seems D+ is only removed if you have never used the app in the car before. You can also add it back in the browser. Is it petty? Sure, but it is no pettier than all the boycott by these Swedish unions. As long as it doesn't affect actual users of Disney Plus, then I don't see what the big...
  9. K

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

    So...did anyone hear about the Cybertruck delivery draw? It is supposed to start announcing today.
  10. K

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

    How is that possible? I must drive like a maniac. My 2019 Model 3 at 180k is on my third sets of all season tires and 2nd sets of winter. Both sets of tires are due to be replaced next year.
  11. K

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

    This is my personal opinion only. F150 Lightning is not gaining traction just like Beyond Meat. Beyond Meat tries to replace real beef, but it tastes worse and it is significantly more expensive. After the initial buzz, people will go back to the real thing. The same thing happened with F150...
  12. K

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

    Your 2020/2021 number is off. It is 1.48% not 14.8%.
  13. K

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

    Cybertruck - Pilot Production >125,000.
  14. K

    Elon: One-time FSD transfers for purchases in Q3

    But when we purchased the car in 2017/2018, there was no AP, only EAP. If Tesla takes it away, we won't even have AP on our cars. It's late 2018 or 2019 when Tesla introduced basic AP for $2000 and then later included it with every car.
  15. K

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

    They dragged you down to their level, and beat you with experience.
  16. K

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

    LOL wtf is happening? And in two weeks it will be Rivian. We will be back to ATH by July.
  17. K

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

    The left repeater camera on my 2018 Model 3 was having issues, and the car wouldn't let me engage FSD. Autopilot and basic cruise control didn't work either. Because I forgot what manual driving was like, it was one of the few instances when I was pissed about the car. FSD needs all camera to...
  18. K

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

    It still felt like yesterday when TSLA was less than 28.9 billion and Jim Chanos was on CNBS predicting the imminent demise of the company. Fun times.
  19. K

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

    Not an invalid reason but they are thinking too small. This is the first validation that Tesla SC will be the new Exxon Mobile for EV. After Ford's announcement, it would be a surprise if no one else follows suits. Any EV that doesn't have SC access will be a negative selling point.
  20. K

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

    That's ATH for NVDA. I'm glad it's my 2nd largest position but I think I am going to sell most of my NVDA holdings and buy more TSLA. Holy smokes.
  21. K

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

    You just have to jinx it, didn't you? ;)
  22. K

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

    I pay attention to Gary and Ross because they represent the WS Bull side. And it's painfully obvious to us retail investors how much future potential WS has not taken into consideration. Which explains why TSLA is very undervalued and hopefully our TSLA investment will lead to a happy and...
  23. K

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

    Out of 8 billion people on the planet, it's Meet Kevin that convinced Elon to start putting out ads. We do live in a simulation.:D
  24. K

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

    Depends on the location. Some Turo locations are saturated with Teslas so it may be cheaper than Hertz.
  25. K

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

    If Tesla opens Giga SK, then it's truly game over for Japanese automakers. SK will have massive Kia, Hyundai and Tesla exports. China will have Tesla, BYD and others. Japan has Toyota BZ4X.
  26. K

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

    This is a must watch for every TSLA holder. One of his best yet.
  27. K

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

    The first stage engines are straight out of a sci-fi movie. Stock price goes up and down, but Tesla and SpaceX are going to be the most consequential companies in the next 20 years. Excitement is guaranted!
  28. K

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

    This reminds me of when Apple stopped reporting # of iPhone sold in 2019 and rather they will only report on iPhone revenue going forward. Wall Street didn't like it and stock took a huge hit. Of course it recovered and no one today really care how many iPhones are sold.
  29. K

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

    I don't think CT reservation is ever closed for Canada. Right now they just moved the CT tab to the top of the main page. In the past CT page is buried under the top right menu.
  30. K

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

    Tom Zhu absolutely gives the Tim Cook vibe. His presentation on gigafactory ramps was excellent. AAPL became a very boring but a far more profitable (and valuable) company after Tim took over. I am more than happy for Tom to take over after Model 2, Tesla van, Robotaxi and Tesla Bot has been...
  31. K

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

    GM is on top. Mary led, and it mattered*
  32. K

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

    An EA station where 1 out of 6 stall working and it's occupied by a Bolt charging to 100%, is counted as 100% uptime.
  33. K

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

    Hertz has Tesla outside of US as well so I wouldn't be sure about those 50000 outstanding orders.
  34. K

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

    I would rather have GM focused on promotion than actually building the car. Anyone who plays Call of Duty Warzone 2 or DMZ knows the EV Hummer is by far the best vehicle in the game. And it even fuels up in the in-game gas stations (no joke). This is a win win for everyone. Tesla does its...
  35. K

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

    Meanwhile AAPL has quietly shed 1 trillion market cap in 2022 now that they are at a 52 week low today. Let's hope 2023 will be better because these past two months are truly painful.
  36. K

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

    This is too easy that I actually signed up Apple Music by mistake.
  37. K

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

    Yeah this sucks. This reminds me of the darkest days of spring/summer 2019. At the same time, Rivian was up 8% this morning as well and it just went red. So is LCID.
  38. K

    Elon & Twitter

    I don't know any other person or company can generate this much discussion or passion without spending a dime on ad. Meta, Instgram and other social media can only dream for this type of attention. Sure some people will cancel their order to buy other (most likely inferior) EV but that...
  39. K

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

    While true, Ray4Tesla has been a reliable source with local sentiment and rumors form China. Chinese economy is in really terrible shape with all the constant lockdowns and uncertainty. Also, there are only so many unbooked cargo ships available and if Tesla wants to sell as many as possible in...
  40. K

    Elon & Twitter

    GeoHot was the first person to jailbreak iPhone, back when it was super locked down. To say that he is a smart dude is an understatement.
  41. K

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

    The launch is absolutely breathtaking, but why is there no camera on board the rocket? Instead we got some CGI animation 3 minutes into the flight. SpaceX really set the bar high with regards to launch broadcast. Now bring on the Starship. Edit: launch video.
  42. K

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

    Maybe SpaceX was valued at 149.9 billion?? ;) asking for a friend.