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  1. M

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

    I feel like with a 50%YoY growth and such a low inventory this 20k of cars in inventory is a nothingburger (and actually healthy). Is there a public spreadsheet available with all production and delivery (and inventory) numbers? I'd like to play with the numbers to validate that...
  2. M

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

    Any chance the type 4 filling comes in pre market?
  3. M

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

    1052 usd. It's out of control again!
  4. M

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

    If you can order a Tesla with 20 seconds it takes about 4 months for one person to order 100k Teslas. There's no quantity field at the order form. Or do they make exceptions from the online orders only?
  5. M

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

    Does this post confirm that initial Berlin production is planned w/o front casting and structual pack? :confused:
  6. M

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

    Is there any way to see Nasdaq futures in realtime (for free)? Investing.com changed the nasdaq futures to a 15 min delay...
  7. M

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

    What is the notice time for the shareholders meeting?
  8. M

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

    What to expect on Monday? "Like" for green "Informative" for red.
  9. M

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

    I'd happy with the visualization only 🤣
  10. M

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

    Oh. I need this shirt. There's no Tesla merch store in Europe. Can someone buy it for me and mail it to Europe? Pleae pm me ;-)
  11. M

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

    MS would have nickel 4680 and MY iron phosphate. Apples and Bananas with the same form factor.
  12. M

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

    Even worse. Now I will cancel my Plaid order as as don't want the most expensive und fastest Tesla. It just doesn't fit my style. I will go for a LR or wait a year to get a structural pack.
  13. M

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

    But the landing of the booster 🤣
  14. M

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

    Isn't that a rain sensor at 4:26?
  15. M

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    For me it looks like crypto is dead quit soon. I don't mean the technology, I mean the gambeling value in to coin. How much would ARK be affected? How much is ARK exposed to crypto? Asking for a friend....
  16. M

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

    How to watch SNL from Europe? Is there a stream or do we need to wait until someone posts it on YT? What time is SNL and how long is it?
  17. M

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

    The structural battery pack ;-) I just don't believe they make a big refresh now and a couple of months later again for plaid+. My guess is that all new S are with front and rear casting, structural pack with new cells and that they aime for 200-300k yearly production. This is the only...
  18. M

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

    Script error. In a few minutes that guy will be back and restart the push down script.
  19. M

    Near-future quarterly financial projections

    Regarding the new S&X line: with the rear casting they will get rid of a little bit less than 100 robots. Maybe the new body will have a front casting and structural pack as well so even more robots will be unemployed. How could this impact GAAP profit? Maybe they are still in the books.
  20. M

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

    It's tsla. When you expect it to pop, it will drop 😄 (To be clear, I expect it to pop as well. )
  21. M

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

    "2 shifts" means nothing. Production was halted and optimized for 3 months. I expect much increased productivity. The S and X line was very old compared to the other lines, this should have changed now.
  22. M

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

    Do we have any confirmation on the capacity of the new S&X line? Everyone expects 100k per year, but why? i would expect much more demand for the new SnX. I would not be surprised if they go for 200k to 300k.
  23. M

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

    What's one quarter full of S&X cells fot TE? Is it a relevant new cell supply?
  24. M

    Near-future quarterly financial projections

    Why not just sell and rebuy? Maybe it would be even possible to this transaction on a private exchange.
  25. M

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

    To me it looks like in interior supply chain issue. Did we see any picture of a complete dash?
  26. M

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

    I really hope FSD subscription doesn't come as xx USD per month but as xx cent per mile.
  27. M

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

    What seat is this? https://twitter.com/vonHolzhausen/status/1365351754078986241?s=19
  28. M

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

    I just had an idea I really like: what if the FSD subscription doesn't come as 100-200 USD/month but as 0.2-0.4 cent/mile? This would be a brilliant move as Tesla jumps directly into the Robotaxi revenue model. It would honor FSD buyers. It would make a mix of private owned cars with and...
  29. M

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

    Stupid question from a non-us guy: why not just sell and re-buy to realize gains in the GAAP balance sheet?
  30. M

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

    1) Elon will not ramp all new tech in Berlin first. (I should move to the "I called it" thread). 2) Sales of a new S/X with a full high tech casting/battery stack could go up to 250k++ per year. A roadster for the mass. A ramp during 2021 with an annual average of close to 100k would be ok. In...
  31. M

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

    100% Agree. I also think the need to have a pilot product with front and rear casting and structual pack up and running before they go with 3/Y..
  32. M

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

    You don't have to wait intil they expire. Just buy one deep ITM call and exercise right after. The day after I did this ARKG paid some dividende and I got notified by IB that I have to pay tax to the us now (US Quellensteuer) which makes this quiet conplex... I didn't dig into this topic yet...
  33. M

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

    The only question is if the macro stays positive or if theres a major correction. If not I think we can rally to 1T valuation...
  34. M

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

    When do we expect results from Geogia? This is big for the market, so also for tsla...
  35. M

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

    How can max pain change while thr option market is closed?
  36. M

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

    tomorrow... We need a 5.03% gain to beat 695 usd... or Tuesday?
  37. M

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

    So why ARKG when we can just buy TSLA? :-) (TBH, I'm in the EU so I can't buy any ARKs ETFs. I'd love to...)
  38. M

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

    I think we should accumulate cars with lifetime FSD as long it is still possible! ,
  39. M

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

    Is there a place where I can find information on how much stock which type of employee gets? I just have no idea how much a sales rep or a body shop worker gets.
  40. M

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

    Maximal liquidity is the goal. By moving the price up the closing cross gets more sellers but also looses some buyers with limit orders. So maybe that's the math.
  41. M

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

    Be careful because you don't have the liquidy to buy the shares! Interactive Brokers automatically liquitates call option contracts on the day of expiry *4 hours* before close if you don't have the cash to excese! So don't worry about the last minutes ;-)
  42. M

    Shifting realized profits from Options to Stock

    The question was not about tax, the question was just about trading, profits and losses.
  43. M

    Shifting realized profits from Options to Stock

    This is my plan. I just did some math on it and I was just re-thinking this. Maybe I just miss some easy way to do this. Can be non-tsla transaktions as well.
  44. M

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

    This also suggest that a very strong spike is unlikely as index funds would not buy if the price has a squeeze premium. Which would then lead to a long lasting slow (5% per day :-) ) rise up to the point where there are finally enough sellers. I would say we end up in an area of 1200-1600.
  45. M

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

    You mean sell stock and buy calls? I think we are all all-in...;-)