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

    Feel like we are a little bit spoiled by Elon being so accommodating and Tesla being so lucrative. Elon worked hard for Tesla, and now we are supposed to be mad since he sell and realize his gain, while at the same time we can do whatever we want and having all sorts of fun? Buy sell, HODL...
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    Wiki Model S Delivery Update

    Thanks for the info. I have posted the reply to them.
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    Wiki Model S Delivery Update

    A member from a forum I go to regularly posted this question: "In the case the screen goes black and had to reboot, what happen to the gear shifter? Will the car keep the previous selection? Is there any other mechanism to change gear under this scenario?"
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am totally satisfied with the car. 1000 per week is 13,000 per quarter. Sweet!
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I like this event. Tesla promised Plaid S, and they delivered it. Whoever allowed you expectation jacked up by whoever on the tweeter is your problem. The weakest event? Have you ever seen Model Y unveil? Look how great a car Y turned out to be. If you have not learned to properly position...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Several months ago I wrote a post which garnered most negative response from this forum. I would like to reiterate what I said in that post: "IF, and IF Tesla starts to use LIDAR or whatever technology, then I think it actually showed the strength of Tesla instead of anything otherwise" People...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    BTC is a distraction. But Elon has always been the storied CEO. People certainly did not wish for his Pedo tweet ad certainly that was a distraction. Beside, when BTC group did not appreciate Elon and lend hand in shore up TSLA then, why would we care that they turn again TSLA now? In fact...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just a quick update on Chinese situation from my perspective. The Chinese FUD uproar started several weeks ago. But the FUD creator and her family had recently showed a lot of inconsistency and lying in their story. So for a week or so the tide had turned in Tesla's favor in China. I am a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have a scenario which I have been pounding for a while, which is somehow related to this discussion. Let's say Tesla did a raise, like they did last year at 5 billion, and the stock dropped 40% subsequently, and Tesla spent half of 5 billion to do a buy back, all within a couple of quarters...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    700 B Mega Cap trading like a penny stock.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They started to deliver MIC 3 to internal employees around 12/27/2019, and mass delivery to public on 1/7/2020. Thus the idea that the internal delivery won't affect their equipment amortization schedule.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hi Curt, CPCA in the quote stands for China Passenger Car Association. Just in China. Total manufactured was 23632. The difference for the most part is export.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hi Curt, CPCA in the quote stands for China Passenger Car Association.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My faith was fully stocked in August 2013, and never lost a single bit since. 🤝 ;) OK. seriously, the business up and down is normal, and if one focuses too much into the quarter over quarter story, then he loses the overall picture. And that's what Elon hates about Tesla being a public traded...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My gut feeling is also the first quarter will disappoint. But I will provide another perspective. Tesla ran out of S and X inventory like in mid January in preparation for the refresh and at that time the estimate was that refresh S and X will start delivery in February. Of course for anything...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I haven't seen anybody discussed this yet. Hopefully this is a non issue. Does it look like TESLA will be able to deliver refreshed S before the eod of the month? With the pre production S still showing up on the road and nobody seems to have seen an S with Joke steering on the road yet, it...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In answering this question. It's worth to repost this chart I made a couple of months ago. Had I made it today, it would have been more dramatic.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Woke up this morning and a little surprised about the discussion form my original post. Originally I intended to stop already, because I don't believe in fire post a lot of replies and "fight" every disagreement. I believe in make my point and listen to others response, observe my short come in...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Somebody responded my previous post with a simple catch word "Jack Ma". Even though he deleted it within one minutes, but still I would like to response because even this simple word show how lack of understanding westerners to the Chinese. I think the poster's idea is this is a post from a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon is not soft to Chinese because of the economic benefit. Elon is objective toward China, he is not kowtowing to Chinese government. And Chinese government deserve credit for taking care of their people. And Elon is brave to see it and say it as it is. Recently, Elon said that "Chinese...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I understand what you said. But let's all chill out a bit and let Elon have some fun. He has done more than anybody else. Let him relax a bit and not being a fighter all the time. Fighting can be exhausting.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am at the point where Elon talking about Bill Gates shorting TSLA. I really don't care whether Bill shorted TSLA or not. But I just want to make it clear. Here is what Elon said: "I also heard that at one point he get a big short position against Tesla". This implied that this is in the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Watched the Joe Rogan and Elon podcast. Paid special attention to Elon talking about CO2 is "good" for green plant because there are posts here ridicule Elon's position. I think he is just following Joe's question about certain people's counter view that CO2 is good for plant. But Elon's...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Anybody has link to the Shanghai MIC Model Y delivery ceremony?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thanks for the knowledge. I am going to the source video to fight this FUD, RIGHT NOW! Just need you to translate this to Chinese please! And in a meaner version.;)
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Let's not stretch us too far here. If Tesla cannot, or do not want to fix a thing even Hyundai can master and somehow people think it is normal, then I am afraid we are in an echo chamber, and it's not a good thing. Look, I just want my car to look great. Watch Monroe video carefully, not just...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    BYD is considered to be old school EV in China, not trendy, not chick, but sell a lot, solid, just like Buffett. NIO, Weima (Weirdmester?), Xiaopeng (XPEV), Li Xiang (Li) are considered new black horse and cool. Yes, Tesla is in BBA club, but if Tesla don't have build quality of BBA, or Toyota...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes. The built quality is better in China, that's what I heard. Even that, it is still somewhat an acknowledged fact for MIC 3 and Y that the internal material quality of Tesla does not match the price tag and the quality of that of the luxury peers. Let me give you an example of how Chinese...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The problem is because of this, Tesla is started to be positioned as VW of EV. Big volume, inferior quality. Maybe not here, maybe not between you and I, but in China, where they care about this stuff. And sadly, I don't blame them and I don't think it is only going to be China if this problem...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Cannot agree with this assessment of the situation. If anyone insists that this is a minor issue, then you need to open up your mind and see from out of the box. In China, with constant attack from the public and media about supposed inferior build quality. It is somehow a fact now that Tesla...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The second part of the story that Model Y could dropped to RMB Yuan 260,000 sometimes serves as negative narratives in China. Here we see price drop for high tech goods being natural and positive and first adopters accept it. But in China the price drop actually cause a portion of the already...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is a fine difference I am not sure if I made it clear. I really am not so familiar with Lidar, only know that it has draw backs, such as it cannot penetrate fog, and will treat plastic bag as solid material. But can anybody say that they know 100% of FSD in Tesla and that Lidar will add...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    One of the reason sited was that Lidar is too expensive. I don't think that's a good argument. Tesla and SpaceX is built on the strength of cutting costs. If it is an obstacle that kills Lidar, then how do you value Tesla 's relentless effort of cutting down battery's cost, which a lot of people...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't agree with the general sentiments on this board about Lidar. If one day Tesla adds Lidar to its FDS, I will be super happy. And I think it is one of Elon's strength. Of course I don't know the state of Elon's great mind. But it is not necessary to expel Lidar just because Elon used to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Double edged sword, could go either way, like trying to predict short term SP.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Personal opinion, I don't think people "didn't think Tesla was that special". Instead, I think it is that they tried to outsmart the market and wind up got beaten by it. From 2013 to really as late as September of 2019, TSLA was stuck at 150 to 375 range. It was a painful period to watch the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I snapped this chart this morning. It's heavily outdated.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think FSD discussion does rightfully belong to this thread. Because we all want it to maximize the benefit to the company. If it works right, it could generate huge amount of revenue along the way, even before Robotaxi is materialized. I still remember somebody put down a $250,000 deposit for...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If they indeed bought Tesla at that level, then now Musk is a full time CEO of SpaceX and maybe Tesla the car would be like GM EV1. And we won't be here gathering. Sometime you have to wonder if your Mom and Dad had not met, where would you have settled and who would you have become.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A little break from the back and forth about next week's TSLA performance. Iphone supplier, Wistron's factory was looted and burned in India today, due to some salary dispute. Nothing against India, but I don't think India is ready for a Tesla giga factory. India has a elite class that is on...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Understand a lot of folks here have large amount of options for short term SP play. What I can contribute is don't lose sight on the mid term or long term picture of TSLA. Gene Munster on CNBC interview recently gave an estimate of $2,500 target in 3 years. Now the argument seems to spill...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I know a lot of us here have large options so short term consideration is more prominent. Remember, our fortune eventually boils down to how healthy Tesla can be. So from the long run, this has to be good for Tesla and for us, right? As far as Tesla does not waste any money, which Elon assure...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just a simple question. Is this a fixed rate, or is it somehow changes every month based on some benchmark rate, like bank overnight borrow rate? Thanks.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agree. Even Ross Gerber, arguably one of the most vocal and most articulating Tesla bull analysist had an episode. Last year when Tesla started to take off and reached a price of either 400 or 500, Ross's tune changed. For a couple of days he started to tweet stuff like: This is the once in a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Alcohol is not suitable for me. so instead ... ...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Several days before S&P snubbed TSLA early September, Kimbal Musk and Robyn Denholm each old a chunk of their shares around $480. At that time, I remember one member here pointed out: "Well, that's is a perfected timed sale". Well, if they would have known that by holding the stock for a couple...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I learned from this forum that options do offer different level of risks. From LEAP close to at the money, which has the lower risk from option point of view to short term weekly OTM, which has a higher risk. Then deep ITM LEAP would be close to purchase stock itself. So it is indeed an...