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  1. DragonWatch

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

    Forward Observing Water/electric current under the bridge. Convert shares in Elon’s bucket in question by judge to voting only shares. Return basis funds used to purchase them without interest. Therefore, finding reward or the pony under all the horse poo. Then have us vote on a new set of...
  2. DragonWatch

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

    Forward Observing. Oh for the days when a new jeep cost $900 ~ 1970 +/-. Now, unless I missed something. Are Superchargers mobile? Recharging is paramount! My/Europe’s first ever fossil fuel non-gravity tanker was clocked over 90 miles per hour before I landed ~ my head was asked for on a...
  3. DragonWatch

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

    Forward Observing FSD discussion is like a fish bowl with all the cats watching. Food for thought; and virtually ignored. Almost every Tesla, regardless of model, has cameras strategically located and onboard computers to make the software “FSD” actually function in the wild beyond a lab...
  4. DragonWatch

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

    Forward Observing Last Sunday, 24Mar24, day and date are unimportant other than recent memory. I was on the outer periphery of a discussion as my son-in-law was willing to pencil the cost advantage with a friend on buying an EV. Within this group there are two Tesla’s and one “other” brand...
  5. DragonWatch

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

    AZRI11 ~ a week ago I saw one being prepped for release while going through the paperwork drill of picking up our new/third X: therefore, I could not claime I had not seen one in the wild. Though, technically, it was not yet released. Since it was inside the building; it was not seeing the...
  6. DragonWatch

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

    Forward Observing Pretty bad when your brother-in-law for fifty years sends you a pic of a Cybertruck in the wild. I told him to buy stock in TSLA six years ago and he told me he appreciated the info and blew me off. Maybe he wishes he had ~ just kind of funny. Cheers
  7. DragonWatch

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

    Forward Observing I believe God insisted playing a joke on life in general when he hatched me. I/we (my wife, partner, friend, counter weight, etc) are now older than dirt ~ soon (time is relative) to be dirt. I have always been at the end of the line ~ first letter of my last name, height...
  8. DragonWatch

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

    Forward Observing Dragons Flight, our third generation X, glided home yesterday. Unlike 31Mar2017 where I tried to claim we were the last Tesla delivered of 1Q17. On that delivery, we orchestrated the purchase and delivery from nowhere Nevada . Xena I was hand delivered from Seattle to...
  9. DragonWatch

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

    Forward Observing Walked in to mail shipping store yesterday, passing a dirty model 3. On the way back to our X I observed it was a freshly released 3 with paper temp license. Nice ~ Oly, WA. Now take this with a baby aspirin. I think it was the 9th of February 2024, received the Text...
  10. DragonWatch

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

    First, thank you for giving my suggestion/thoughts the time of day. The cat missing an ear, blind in one eye and cannot see out of the other like @Artful Dodger had at one point more accurately reflect me throughout life. Everything you said, is spot on. However, I am, and never have been...
  11. DragonWatch

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

    Forward Observing Right, wrong or otherwise. The obvious has been stated by the Tesla CEO (re: bold cuts and sleeping in factory). Why not purchase Rivian, just like many acquisitions in years past? This offers a second option pickup line for those liking a more traditional pickup look while...
  12. DragonWatch

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

    Forward Observer In case you’re interested and this has not been stated earlier. My sales person just updated us. Tesla app now states “2019 Tesla Model X Full Self-Driving Transfer Applied.” Within the tab within Trade-In Offer. FYI ~ on the way home we saw one to two truckloads of Tesla’s...
  13. DragonWatch

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

    Forward Observing Last Saturday we did a test drive of a new MX (Xena III) want-a-B. Light years improved from 2019. Our first X (2017) was delivered to our garage while we were in California visiting Sandy’s parents. I joked about being the last delivery of the first quarter (2017) and, and...
  14. DragonWatch

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

    Forward Observing: My wife allowed me out of the basement ~ yet once again. Nice drive south from Olympia to Portland, Oregon. Today is Sunday 10Dec23. Rained most of the way with intermittent breaks. At one point caught a glimpse through the clouds that maybe the sun does exist on Sunday...
  15. DragonWatch

    Tesla to Starlink/SpaceX portfolio ratio?

    Forward Observing one third ~ wanted to a long time ago.
  16. DragonWatch

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

    Forward Observing Reuters, “Exclusive: GM snatches key Tesla gigacasting supplier.” ”If you can't beat them, buy them. For years, a little-known company called Tooling & Equipment International (TEI) has helped Tesla (TSLA.O) push back the frontiers of "gigacasting", the process it pioneered...
  17. DragonWatch

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

    Forward Observing While I have not kept records, fourth quarter is almost always a blow out of Tesla deliveries ~ period. Elon said 475K (the number stuck in my head ~ which has been beaten severely over the seventy plus years) should not be a problem in the fourth quarter. Last week I...
  18. DragonWatch

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

    Forward Observing Today’s auto manufacturing ~ BYD vs Tesla or Tesla vs BYD. I do not hear anyone else in the vegetable soup of auto manufacturers. There will be three manufacturers that fall out and or become marginally viable. Who will fail or forfeit their market share. Who is poised to...
  19. DragonWatch

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

    Forward Observing While most of you are debating horses and carts; I am in a wrestling match with “my girl.” We typically sell/trade-in our cart/car after buying new tires or replace windshield wipers. Our first “X” was as I claimed, the last one of 1Q16 ~ and stock went up. Then we trained...
  20. DragonWatch

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

    Forward Observing Buying Opportunity? Cheers
  21. DragonWatch

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

    Forward Observing The Master Class of Modular construction puts traditional auto assembly to absolute shame. Legacy automakers assemble engines as modular pieces ~ why not amplify that? No wonder lower paid workers think managers are dumber than the rocks I have carved. Elon ~ has your...
  22. DragonWatch

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

    Forward Observing Haircut day. Please do not tell the owner, I like the new guy. Two chairs over, my aging cat like hearing is, on maybe its third life. The owner, Lee, was talking to his customer or rather listening. The customer was excited about a new car coming out not too far down the...
  23. DragonWatch

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

    Forward Observing Yesterday, Monday not long ago, my wife allowed me out of the dungeon. During our rainy day drive, she and I spotted two newly released into the wild Model Xs ~ temp plates. Those two count as 3Q23 releases. I will enjoy my Left Bank (French) pastry for breakfast after our...
  24. DragonWatch

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

    Forward Observing Question. At an auto show, are you more apt later to buy a car from a car show you looked at or one you test drove during the auto? Cheers
  25. DragonWatch

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

    Forward Observing Humor ~ as a teenager, McDonald’s announced the sale of their millionth burger. Someone started the joke at the time; well that means they just killed another cow. Hopefully you get it; you do not need to have been back in time to get it. Full Self Driving (FSD)/Autopilot ~...
  26. DragonWatch

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

    Forward Observing Friday am traffic was mild heading north on I5 toward Seattle, WA; arriving fifteen minutes early to have Xenia’s annual alignment. Curb bruising ya know. The Fife, WA just over a year old Tesla hard copy pick up and service center lot is, well full. I brought my own...
  27. DragonWatch

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

    Forward Observing Reuters; Toyota Unveils Sweeping Plans for new battery tech, EV innovation ~ I bought my first Toyota back in 1975, beautiful Celica ~ looked better than a Ford Mustang; meaning it looked like a Mustang. Toyota moved forward to knock the socks off GM and Ford along with many...
  28. DragonWatch

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

    Forward Observing Ford, remembered by me as “fix or repair daily” is suffering from Elon’s initial point in car manufacturing ~ do not build fossil fuel vehicles and EVs in the same company. I say the transition “sucks.” ~ sucks the oxogen out of EV sales. Ford says they are losing thousands...
  29. DragonWatch

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

    Forward Observing: Aruba Stranded Monday on Aruba, fly out 23d. Bummer, but have tan to prove we snorkeled. Todays action was FSD uploaded Monday. Moody Blues upgrade. Early indications of top end deliverit’s. Best ever vacation ~ TSLA finishing above when I left. Cheers, maybe another...
  30. DragonWatch

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

    Thank you ~ my focus is more land oriented. Love kayaking though. This is good to know the why of the term. Cheers
  31. DragonWatch

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

    Fair point. I too, following your input and found the same positions held by what I called boys carrying flags during the Civil War on the intranet. From my memory, powder monkeys is a new term to me. To also be fair, I did not consider myself a man until the age of 27, surly not eight years...
  32. DragonWatch

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

    Forward Observing ~ Full Self Driving (FSD) Last Oct/Nov while enjoying a cruise around Spain and Portugal on a TSLA high; I had an opportunity for a brief encounter/conversation with a FSD programming manager competing for government war machine contracts. The conversation was not long as he...
  33. DragonWatch

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

    Forward Observing Occasionally, my wife, partner, lover etc allows me out of the dungeon for a bit of fresh air and stretch my seventy plus legs as short as they are challenged. After shopping a week or so ago, as we/I pushed the cart up to off load into the trunk of our Model X; by all...
  34. DragonWatch

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

    Forward Observing GM ~ Corvette Hybrid I think, having observed GM over the years ~ since the fifties. Mom and Dad drove their Chevy two tone (blue and white) station wagon home fresh off the lot. Based on the deteriorating foggy brain image, I was about four ~ so 1954 +/-. Toss in their...
  35. DragonWatch

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

    Forward Observing Freedom of speech is implied that you are free to spew FUD. Cricket(s) sound deafens truth. Trying to seek the truth and come out alive. Cheers
  36. DragonWatch

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

    Forward Observing During the cruise late October/early November we contracted COVID. We were confirmed within a half hour by ship medical team. I was more Asymptomatic (felt nothing); wife, partner, l. . . You get the pic; she had cough, stuffed nose ~ both of us suffered Paxlovid bad...
  37. DragonWatch

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

    Thanks Elon for answering my question! iWind turning green for TSLA this morning. Thanksgiving was not so bad after all. Cheers
  38. DragonWatch

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

    Forward Observing Got an update this morning. Since I already have FSD Beta, woundering if this is general public vsn or recall fix? Gotta love these Tesla recalls. Before selling my Tacoma six months ago, Toyota’s recall would have forced me to remove my canopy at my cost for them to...
  39. DragonWatch

    Off topic galore

    Forward Observing For a layperson military tactical understanding of Russia vs Ukraine ~ 2022, my I suggest watching Doctor Zhivago. Three hours long, but a cold reminder of the real life in the region. The campaign between the White and Red forces are little different today. The end game...
  40. DragonWatch

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

    Forward Observing @OnBass I really appreciate your comment. And the thumbs up by everyone else. The WiFi on our boat went down yesterday morning right after I read your note; followed by our FaceTime with our daughter and GrandPup (son). Instead of a V-8 the cruise company should have/should...
  41. DragonWatch

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

    Forward Observing Funny thing happened on the way to the Robotaxi conversation. We had two sea days. Finally got to stretch our sea storm legs at Portimao, Portugal. Finished our land side run with a wine tasting. Someone complained about not docking; but there is something to be said about...
  42. DragonWatch

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

    Forward Observing in late Sep, early Oct 2017, I visited the Fremont plant in California. FYI ~ employee showed me his Model 3 which included baby car seat. He used a credit card size car key to unlock the car. The car seats were too hard for my old butt. During the tour there were only two...
  43. DragonWatch

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

    Forward Observing Funny thing happened on the way to. . . So, last evening we met a couple that we will be joining on a small tour in Portugal in about two days. After the typical introduction, I got a few more detailed questions and one answer was that I had taught computer science at a...
  44. DragonWatch

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

    Forward Observing I lead off with “Forward Observing” base on my life. I see things from experience, read and touch. My military experience is life long. For example, at or about five I lost a game of toss rocks by being hit in the head, went to the hospital for stitches. At or about the...
  45. DragonWatch

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

    Forward Observing First, the timeline is up to Tesla, not me ~ no timeline suggested in the original quote. While, sitting in local public park, to enjoy lunch, in front of the justice department ~ it occurred to me that parking is at a primimun ~ the Model 3 is already proving itself as I...
  46. DragonWatch

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

    Forward Observing White knuckle ~ This is the time that tries my soul. Writing from Bilbao, Spain. Each day, we see one or maybe two Model 3s. The first day off the plane we saw a M3 taxi. Yesterday, Sunday we saw a Model S from behind ~ could not tell if it was vintage or newer. We asked...
  47. DragonWatch

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

    Forward Observing “You Need to know What’s happening in China” The general takeaway from my reading of that author was; will the consumer be left holding the bag, and, and that is some serious competition. Seriously, not all startups or legacy automakers will come out alive; thus the...
  48. DragonWatch

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

    Forward Observing i apologize if this has been discussed. My wife and I would buy an Optimus and pay $25k plus or minus and it would be a welcome addition to our home. This character would pay for itself almost immediately ~ we are now seniors; sadly, not high school seniors. Can Xena 2.0...