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

    The 50% growth target was removed from the deck for the first time in years. Outlook in Q3: Outlook in Q4:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Bull signal. Cramer wants to remove Tesla from the Magnificent 7: "Monday On CNBC’s “Squawk On The Street,” Cramer suggested that Tesla should be left out of the index given its recent underperformance. “Well, I got to tell you, the ‘Super Six’ is so strong, it’s amazing,” Cramer said. “Catch...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Regardless of any accounting or earnings impact, it seems like the delivery event will be on a smaller scale than what many were hoping for. https://electrek.co/2023/11/17/tesla-deliver-only-10-cybertrucks-delivery-event-exec/?extended-comments=1#comments
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is this the first time they have confirmed the 800V architecture for the Cybertruck? I believe it was mentioned as a possibility before, but never confirmed.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    BMW Adopts NACS. Holdouts: Toyota, VW, Mazda, Stellantis, Lucid https://www.press.bmwgroup.com/usa/article/detail/T0437767EN_US/bmw-of-north-america-expands-electric-vehicle-charging-options-for-customers-in-the-u-s-and-canada
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That one is a fake scam. Real scam is @GordonJohnson19
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here's the latest ASP data from Washington state. Prices were trending down as of last month. Month Model 3 Model S Model X Model Y Jan-22 53319.947 105205.18 121951.11 60269.08 Feb-22 53864.631 105796.82 123819.63 60865.436 Mar-22 53483.732 101258.63 114021.64 66575.603 Apr-22...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is there a technical reason preventing Tesla from installing larger cables on the SC that are going to be CCS compatible? If it's only cost, that could probably be offset a bit with the possibility of having more cars parked correctly and maximizing charger utilization.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I bought some weekly lotto tickets. Gotta love the algos.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I took a screenshot of the Norwegian ordering site in December. They also dropped the prices there. Not sure about other European countries. Old: New:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Midnight Silver Metallic is back to costing $1000. If you upgrade to Induction wheels, then you don’t qualify for the tax rebate with a paid color option. I hope those stickers go with white.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The Model 3 SR at $36,500 after the tax rebate is less than the promised $35k when adjusted for inflation. Edit: not to mention all the added features and the range increase
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tax rebate info is now on the website
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There’s Streetview available from I-10. The building area is 1.03 million SF. Buffalo is 1.2M and Nevada is 1.9M. So it could be their smallest facility, but there’s definitely room for manufacturing.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Battery cell manufacturing? Here’s one of the job listings: “As a Manager of Production Control Warehouse, you will have the responsibility to design and oversee material handing functions in the Cell Materials production area” https://www.indeed.com/m/viewjob?jk=dbd4505cad8d16b3&from=serp
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.houstonchronicle.com/business/real-estate/article/tesla-brookshire-houston-distribution-elon-musk-17711405.php 23 acres facility outside of Houston. 120 miles from Austin.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The recall for my i4 was closed after an OTA update.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If it’s not for Tesla, my second guess is that it is for Volvo/Polestar. They announced early last year that they’re basically copying Tesla on the use of mega casting and structural battery packs. There were also rumors that the mega casting machine they ordered was going to be the same that...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla could set a price protection policy in advance. That would give peace of mind to current potential buyers, and avoid confusion with who would be entitled to a refund. Apple has a 14 day price protection policy for all their products, so it’s clear to consumers if they have a chance of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wage growth slowed. Average hourly earnings up 0.3% compared to 0.6% last month.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The M3 SR and BYD Seal SR cost about the same now. Range is also pretty much identical.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    EV subsidies in China also expired with the new year. Without the new promotion, the purchase price would have increased for the Chinese market.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Keep in mind that there is not daily data for Sweden prior to 2022, so that view only includes data for 3 countries for Q3 2021. Growth in those 4 countries is a bit less than 20% YoY
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A reminder that the Model 3 Performance won’t qualify for any tax credit at its current sale price. If anyone is thinking about getting one, this is a great deal.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've been holding cash for a while. I believe we have hit a technical support level, so it's time to go shopping. :cool:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The website shows these two are available for pickup at Peabody, MA, but when looking at the HTML code, it shows they are currently at different location. It might be the reason why the inventory site is showing a duplicate configuration.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't think this is how it works. The S&P is market cap weighted. When a stock is down that reduces the percentage of ownership for a fund. Rebalancing is needed for the companies that are added or removed from the index
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla delivered over 20k cars in Germany in Q3. That's 40% higher than the previous record in Q1, and a 65% increase YoY
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Used car prices have been trending down the last couple of months. My guess would be that as wait times drop for new cars, there is less incentives to pay a premium for a used Tesla. Average for all brands is -2% last 90 days, but -7% for Tesla vehicles...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There’s +100 M3 LR available to order showing as “In Production” Supposedly, no ultrasonic sensors. MY23. Hard to tell if anything else changed...
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    Off topic galore

    The US generates the most emissions per capita in the transportation sector. When looking at global emissions, agricultural activities generate more GHG than transportation.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    13F filing is due 45 days after the end of quarter. We’ll only in February who sold today.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They also lowered the delivery estimate, but that just give us a better potential for a beat. From the article: "While analysts project about 358,000 deliveries, according to Bloomberg, and about 370,000, according to FactSet, he (Piper Sandler analyst Alexander Potter) cut his delivery...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Someone bought 3002 x $330c on Sept 20 when OI was just at 7,399. The total premium was $1,801,200. A few 6 figure trades followed that one. Whoever opened that trade is now down $1.5MM 😜
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If I understood the bill correctly, the new 15% minimum corporate tax that is also part of the IRA, will impact TSLA negatively and it will basically eliminate any gains from the Advance Manufacturing Production tax credit. According to the bill, there is a $45/kWh tax credit ($35 for cells and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Additionally, with Berlin now ramping up, Shanghai can now prioritize the Chinese market and reduce local wait times.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Some reports linked CATL to TSLA "Chinese lithium battery giant CATL, which supplies batteries to Tesla (TSLA), also has a factory in the region." However, CATL is now supplying cells to Tesla from a new factory in Shanghai. I doubt this is going to have any meaningful impact to Giga Shanghai.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I imagine base MSRP per model is what will be used to determine the rebate. It will be a pain to audit otherwise if they include options. The IRS needs to provide guidance before the end of the year. Currently they list the rebate available for each vehicle on their site. They’ll now need to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think that just speaks more of the Yahoo platform than anything else. Looking at other stocks in my watchlist, V, SQ, ZM, RIVN, TDOC... don't have an estimate for next quarter.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A quick look at the prospectus shows that they target 150% returns using leveraged products. I imagine they hold a mix of shares and options and they manage the options delta during the day.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I switched from TSLA to TSLL during the MMD (Daily TSLA Bull 1.5X Shares). I'll switch back in 2 weeks after the split.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I imagine the price action today is the result of all the options gamma expiring today. Lots of calls were bought in the last few weeks that are now probably being closed. Maybe we'll see a recovery once dealers have closed their hedges.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I expected Lucid to lower guidance so I wrote some call spreads and bought some puts. I'll use the profits to buy more TSLA 😎
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The put/call ratio the first 10 minutes of trading was at 0.04. That's the lowest I've seen.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Troy has a more up to date backlog estimate that includes Berlin and Austin. He also includes the backlog by model. Total backlog is about 500k cars based on his last update.