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This matches my current thinking precisely with one exception. I think we will see Optimi(?) on the Tesla factory floor this year doing some basic repetitive tasks. If Tesla can get my MY to drive point to point without disengagement on half of my drives, I see no reason the same AI couldn’t...

I think Teslas driving on FSD should have magnetic stickers like those you see for student drivers, something like “Be Patient, AI Driver.”

Clearly. Me knowing or not knowing isn’t the point really. I maintain it’s odd for Tesla not to adjust inventory vehicle pricing by the same amount. It’s not like the inventory vehicles are old or used. It just rolled off the line without a buyer. Either demand warrants a price increase for all...

Okay, I get that distinction, though I don’t recall Tesla making that distinction when the announcement was posted to the website. Maybe they did. Regardless, seems odd to me why prices on inventory vehicles wouldn’t go up by $1,000 as well from March 31 to April 1. To not increase prices on...

Picked up new MYLR on March 20 from the Loveland CO location. Price was $46,540. We bought partly on assumption that we were getting a local low for pricing and Tesla would be increasing prices by $1,000 on April 1. Looked at prices today out of curiosity, and our exact configuration at the...

Picking up our first Tesla vehicle today, a LR Model Y. Bought first shares in 2013 and have been accumulating and holding since. I was never a car guy, still not really, so it’s taking this long for me to buy the product because it’s not in my DNA to spend up on a vehicle. FWIW and to keep...

Well said, and at any given moment gas prices, interest rates, commodity prices, competitor pricing and government regulation/subsidy alter the underlying economics of the demand equation. Predicting the number of deliveries is comparatively easy compared to trying to ascribe causality to the...

Thank you!

Getting ready to place an order on a LR Model Y. Wife and I had MAGI exceeding limit of $300k last year, which included proceeds of sale from an investment property. For 2024, will be come in right around the income limit. If we take a POS credit off the purchase price I understand we will have...

I had the same thought and you’re probably right, but are we really saying used car dealers are more trustworthy? Anyway, there seems to be a reasonable work around available to enable private sales. Hopefully the IRS doesn’t take issue.

Good to know, thanks!

I always found this to be a major flaw to the used EV sale credit. I’ve always sold my used cars privately. For potential buyers of my used car to be unable to claim the $4,000 credit essentially devalues my car by $4,000 or at least the difference between what I could get selling myself vs a...

I know I’ve heard reporting on BYDs low margins on their pure EV sales, but I can’t find a source when I searched it up. Could someone point me to a source for that claim? TIA!

Nope, strictly buy, accumulate and hold since 2013. You can be both truthful and positive in the delivery of information. Elon is mission critical, but he should not be on these calls. His choice of course, but the best interest of shareholders would dictate he focuses on the mission and the...

Good news on Tesla energy ramp and margins. Good news on 4680 ramp. Beyond that its been pretty rough. I’m still trying to separate out the tone of the call from the actual news. I think the tone of the call is far worse than the actual news. The news is not great, but nothing that is too...

Headlines tomorrow, Tesla “Dug Its Own Grave with Cybertruck” per Elon. I can appreciate honestly, but there’s honesty and there’s pessimism. Elon sounds depressed and is going too far to lower expectations by going overly negative in his messaging.

As of this writing I’m still logging into my TD Ameritrade account and able to make trades. I know its coming, but I have not been moved over to Schwab yet.

I saw that same message this morning on my TD Ameritrade account. I sold some Tesla shares this morning, so no issues so far.

Here comes the $259.99 close.

Amen. What is there to possibly gain by defending this shooter. Is Elon arguing that assigning this mass-murderer a white nationalist label is somehow unfair and doing repetitional harm to white nationalists? Is this the group you want to be publicly sticking your neck out for to defend (even...

I take this as an admission by GM that they had no path to positive margins on the Bolt in the near future. GM is realizing there was a reason Tesla started with high-end, high margin vehicles and worked their way down to the Model 3 and Y. It appears GM will now try to emulate Tesla’s master...

It has nothing to do with my personal views of Elon or his political beliefs, which are all over the place. As an investor I care about the brand. Appearing on Tucker Carlson’s show is sure to piss off one if not both ends of the political spectrum needlessly. There are plenty of actual news...

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Very disappointing. Elon going further and further down the rabbit hole of the extreme right-wing it seems. I'm always amazed when otherwise brilliant, compassionate, and successful people are taken in by and subscribe to this world view. Does this all go back to the Fremont COVID shut-down...

Saw it. It was a cute, but shallow, attempt to sow doubt about the current state of vehicle electrification in a rather desperate attempt to get potential customers to delay their EV purchase until Ram rolls out their truck in 2024. Best part is when they tried to bridge the gap between bashing...

Done. Thanks for sharing.

Great data and discussion, thank you. I do think there’s one variable here that’s not accounted for in your analysis as best I can tell. Elon gets to choose when to sell. It is also likely that Elon doesn’t want to hurt the stock price or at least wouldn’t want to be sen as dropping the stock...

Yeah, we walk and bike when we can and work from home, but with three kids all playing sports, a daily EV commuter is needed. Agree on letting things settle out. Picture is murky now.

Not sure where to post this topic, hopefully this is appropriate. Our 2013 Nissal LEAF was totaled yesterday when another driver ran a red light because they were fiddling with the radio. No one was seriously injured, so, so very fortunate. We invested in Tesla in 2013 and have done well. Would...

That’s a bit narrow of a view. Many will not consider job openings in states with abortion bans out of principle. Also need to consider these employees have sons and daughters and will want to preserve their ability/right to decide when to become mothers/fathers. Also need to consider...

In for another 40 shares bought in recent days between $1,010 and $871.

The largest driving force behind this migration is the ability for people to work remote and therefore taking the opportunity to move from congested HCOL areas to smaller cities with LCOL.

Perhaps I’m alone or in the extreme minority, but I’m not on Twitter, so I appreciate Tweets of particular merit or with new information being shared here.

Now witness the the firepower of this fully armed and operational Gigafactory!

Bought 5 @ $958. Running low on dry powder. Ridiculous dip.

Agreed, I have been surprised by NPR's negative reporting on Tesla to date. Kai Rysdall in particular has been disappointing in this regard and has routinely questioned Tesla stock valuation, safety, culture, poked at Elon, etc. Doubt NPR is being intentionally malicious, probably just falling...

I sold my one share of GME at $362 today. I did enjoy picking up some Tesla shares at $780. I don’t know how this plays out. I don’t think anyone does really, other than these stock will go back to prior valuations ultimately. My hope is it results in better oversight and regulation of the...

Few thoughts here, the 4% rule also assumes you never earn another dollar after retiring early and live entirely on “passive income”. Most early retirees I know continue to pursue passion projects, seasonal work, etc. and can easily supplement the 4% withdrawal rate. There’s no rule you have to...

I started following Mr. Money Mustache and other FIRE bloggers around 2013. I retired at age 40 in 2017 with a family of 5 and net worth around 1.5 M. Full disclosure my wife still works, but the plan is for her to retire before 50. I’d be fine with her retiring tomorrow (net worth currently...

My retirement number was 1.5 million, which I reached in March of 2017 when I “retired” at age 40. I quit working for others out of necessity. Now I do real estate investing (couple rentals) on the side and raise my three boys. I’ll be home schooling two of them until the school system gets back...

I retired at 40 (3 years ago).

Bought 10 at $736 with swing trade shares. Believe battle to day will be for $750 and battle on Monday for $800.

Been mostly observing this board since I bought my Nissan LEAF and first TSLA shares in 2013. I have to add my voice to the chorus of folks offering big thanks and appreciation to the extremely knowledgeable contributors on this board that volunteered their insights during the darker days. I am...

Its always good to give back to the less fortunate through acts of charity.

I believe Elon is simply unleashing the power of the pyramid. I am a little worried about infringing on any patents Sabre may have though. /s

Edited my original post, meant $355. We were in the 200s for so long, I'm still getting used to typing 3's.

Bought 10 at $331. Have a little dry powder left in case it drops further. I think we'll see $355 in the coming days/weeks. Edit: Oops, meant $355, not $255.

Current House gains for Democrats is at 32 seats and rising. Majority of 10 remaining undecided House races are leaning D, so the seats gained is likely to end up between 38 and 40. Given that the number of Republican gerrymandered districts far surpasses the number of Democratic gerrymandered...

Does anybody have advice for a novice investor that has long positions in both companies. I assume TSLA will be down tomorrow and SCTY will jump up. No intention of selling any of my TSLA stock on this news. Should I sell some of my SCTY stock tomorrow as a hedge in case the deal doesn't go...

Seems to me that you are being obtuse, so you can ignore nuance and context, and see what you want to see. As I indicated in my original post, in the end, my only real issue is that SS created a complex product that didn't need to be so complex. I didn't like the escalators because I didn't need...