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I am getting 9.35kw Tesla solar panels installed on my new (2022) single story home in Las Vegas, NV. Inverter will be placed outside the house. Installation is pending HOA approvals now. I asked for quote on hidden conduit through the attic and Tesla came back with a price of $1,700. Is this...

Birds and squirrels look much larger than they are due to their thick feather/fur. Pigeons can easily squeeze through surprisingly small openings. Although Tesla panels appear mounted almost flush, they are not. The edge pieces give that flush look, and hence visually appealing, but not...

Any risk of impending long burn?

Back here on TMC after a long hiatus. I remember our discussion on IPOA when we bought it years ago. Do you still hold it? my IPOA got converted into SPCE.U. I will continue to keep them.

The real issue here is not @pend1971 or him/her being a short troll. The real big issue is the degeneration of TMC from Tesla enthusiast club to just another greedy clickbait web forum. I thought Stinking Alphalpha was bad, soon TMC would beat them at their game. Shame on you TMC website owners...

I hope you are right

What causes recession? Trump has canceled salary hikes for federal employees, so after inflation adjustments, those employees will be making less next year than this year. Russia has increased the retirement age to save on pensions. Are these canaries in the coal mine?

@luvb2b , Great work! Thanks! Good to see that, even after downward updates, your model predicts both GAAP and non-GAAP profits, and QOQ increase in cash flow and net cash balance. What is the current street estimate on these metrics? Your model is showing a decent non-GAAP eps. Even if Tesla...

Russ | CaringBridge To any current or past MU or INTC investors: Russ Fischer, one of my favorite authors on SA, passed away today. He helped a lot of investors make a lot of money during 2012-2015 timeframe on MU and INTC. He suffered stroke in late 2015 and was recuperating since then. RIP Russ.

@jesselivenomore , words can not describe the rush of emotions in me after reading this great post. Thank you!!! @FredLambert , It would be great if this can be summarized as an article on Electrek to reach wider audience. Thank you.

@luvb2b Thanks for the great explanation on different cash flow scenarios! I am more interested in positive cash from ops. It is highly likely that Tesla achieves it in this quarter.

@luvb2b Thanks for the model and estimates. What would be breakeven delivery numbers for S/X/3 to achieve non-GAAP or GAAP profitability or +ve free cash flow?

Thanks @mulder1231 ! Realistic and opportunistic investors see this as a good delivery report.

I have said it before, and say it again. SA management are a bunch of pond scum doing the bidding for Oil/ICE mafia. Corrupt bastards.

Can you share your delivery experience? How is the car?

Eli Hoffman, the CEO of SA, is a shameless charlatan aiding and abetting this charade.

Wow! She sounds very bitter! She doesn't sound like an impartial journalist. Amazing to see so many corrupt media persons in the pockets of Oil / ICE mafia.

4 Hours apart? What world do you live in? Higher range Tesla is rated 500 miles; at average speeds of 60 miles/hour it takes over 8 hours between charges. Are you expecting Semi trucks race like sports cars at 120 miles/hour on freeway?

For truckers, the #1 concern is cost. They will overlook the perceived inconvenience of not seeing a mega-charger every few miles if it means saving costs. Tesla wins here on cost of operation.

How do we how much tint is legal? To go bankrupt over tint illegality is a tragedy.

Hey Keef, How you doing?

Wow!!!!! Love it!!!!

You think you are better than your grandma? :rolleyes:

I hope SEC would look into the stock manipulation angle in Scott perry's actions. It is just outrageous how so many self-servings execs, while pushing their corrupt personal agendas, are harming shareholders of public companies.

About buyback: High growth companies do not do buyback, they invest every dollar they have towards growth. Dividends and stock buybacks are clear signs that the Management does not expect major growth ahead.

TSLA hit two ATHs around $380 within the last 6 months. From what little I know about TA, I think the recent trip down form the second ATH was interpreted by traders/algos as double-top. There is no triple top. If we go to $380 this time, it will likely zoom past it and reach new ATH...

Do you think Model 3 ramp is the only/major concern holding stock price? What production rate would alleviate that concern?

Ramp as in M3 production? or stock price? If it is the stock price, do you see any indicators in the charts that indicate imminent stock price surge within the next 6 weeks? I am trying to reconcile what you see with @luvb2b 's observation about record levels of option open interest.

How do you know uber longs are quiet? You have no idea :rolleyes:

Dave, Thanks for the excellent impartial analysis. As for the sentiment and the stock price, have we hit the bottom? Or, is it a temporary high?

Apparently, Elon is still hanging out in GF in Nevada. He just tweeted a pic of sunset over there

Ask @smartypnz :D

Any guess on how the price action will be by this year end?

That list is ranked on dollar value shorted. For others in the list like Apple, the short interest is a very small fraction of the market value. A lot of these short positions, especially in Apple, are likely hedge positions.

Is Siri based on NN?

Sign of bottom?

Given the lackluster ER we had, we are at low 300s as you predicted. Have we seen the bottom yet? Or, do we need atleast one more week to get clear indication of trends on charts? Some catalysts in the next two weeks: 1) Semi reveal 2) 13Fs, of institutional ownership, due by 15th

Bunch of M3 bound for delivery with highest VIN 1088 in the shipping manifest have been spotted in So-Cal David Sell on Twitter David Sell on Twitter

Professor, Is the new crown prince of Saudia showing traits of Kim Jong Un? Another tyrant in the making or a Martin Luther type reformist?

Thanks. I am worried about the repeat of the nightmarish scenario of Mobileye demanding ownership of all the data collected through cameras. Tesla had to break relationship with them and it wasn't easy for Tesla to transition away from Mobileye solution. Only now AP 2.0/2.5 is reaching...

CUDA might yield the best performance, but if OpenCL with AMD GPU yields performance that exceeds Tesla's needs, they would always be open to that option. My point is about the balance of power between supplier (nVidia, AMD, Intel?) and customers (Tesla, FB, Google) just so that CUDA doesn't...

I want 666 :p

Apologies if it has been already discussed before. Is Tesla using CUDA platform/API to interface with the nVidia GPU processors for the Autopilot? As an investor, I find this a very crucial piece of info because the use of CUDA means Tesla is married to nVidia hardware with little or no...

OptionSniper has changed his prediction for next week: "big green candle today w/ long bottom stick. good signal for a strong bounce to 311, possibly 314 317. but weekly seems not settled." Option_Sniper on Twitter

Just increase the brightness of your screen :rolleyes:

Some good news! VIN 869 has been spotted in Fremont!

Is it because you outed @viKtor slamet ? Capitalization at improper places gives plenty of hints :rolleyes: Now bots are adopting.. How can you beat that? :cool:

Just like GF1 was upgraded from 35 GwH to 150 GwH pack/year, Elon wants to keep the big positive surprise to the China factory announcement event. My guess is that it will be an integrated GF+Car manufacturing facility of unprecedented scope and size.

Fair points, make sense. What progress are you looking for that would change your sentiment? M3 ramp? By how much?

Chuck Schumer, Senate Minority Leader, was on CNBC a while ago. He was of the opinion that it is very difficult to pass that bill this year, despite Trump’s missive to totally bypass the democrats. Republicans will stall that bill for quite a while, as many conservative groups are against parts...