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    General Discussion: 2018 Investor Roundtable

    Tariffs on EU cars to US. Trump threatens to slap retaliatory tariff on European cars as trade war talks heats up No wonder the BMW i3 price was slashed as reported by electrek. I think there’s a huge benefit for TSLA, but TSLA is not restricted by demand as we all know, but the supply. What...
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    2017 Investor Roundtable: TSLA Market Action

    Same here with the initial reaction, but this is a rare opportunity to buy on any dip. Seems like the talk with PR governor went well and Elon and team are going to ramp up battery storage installation. Looking great for Q4 ER here. He also mentioned "other affected areas"... Tesla Semi can...
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    2017 Investor Roundtable: TSLA Market Action

    Thanks! Wife thought about it for me since I'm all about Tesla and Elon these days. No, I watched the meetings remotely.
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    2017 Investor Roundtable: TSLA Market Action

    Looks like somebody got this really short-term upside prediction right. At this point, with the Tesla Semi and Q3 ER coming up, I am incredibly bullish for both short and long-term trends. 5 ma crossing 10 ma soon. Enjoy the ride up to 380-400 by end of month. Just in case... I got VIX calls...
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    2017 Investor Roundtable: TSLA Market Action

    Given the ATH of the macro market, high expectations for TSLA, and constant bashing of TSLA by specific media, I'm afraid the market psychology for TSLA may become bearish if ER is not *spectacular*, however way you want to interpret that. As a bull, it's safe to just bet long term. Nice...
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    2017 Investor Roundtable:General Discussion

    The reputation of these car companies (from the article) is just going downhill from now on. The Detroit "big" car companies are also really behind. Top German Automakers Sued in U.S. Over Two-Decade ‘Cartel’ This model 3 unveil just proved to the world that Tesla is the "world of the art"...
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    2017 Investor Roundtable:General Discussion

    Instagram post by Elon Musk • Jul 28, 2017 at 4:08am UTC Elon is a master teaser. I'm so excited that I can't sleep. It's gonna be super duper crazy tonight!
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    Model 3 VIN Decoder

    I see. Thanks for the clarification. In that case, they could use more letters for the site production digit, like letter F and G representing the Fremont plant if they are able to ramp up to more than a million model 3 per year.
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    Model 3 VIN Decoder

    The unique serial number can contain up to 6 digits, which means up to the value "999999"... So based on the VIN, theoretically, TSLA could produce up to 999999 of Model 3 cars (same configuration like one-motor standard, and all produced in Fremont) in that year alone. Adding dual-motor, then...
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    2017 Investor Roundtable:General Discussion

    With all the recent news about what Elon said at the governors meeting, my gut feeling tells me that he is also trying to lure as many short sellers as possible and as quickly as possible to load up on their shorts before he unleashes a tsunami of pain to crush them all once and for all. "Those...
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    2017 Investor Roundtable: TSLA Market Action

    Somehow my gut feeling tells me that he is also trying to lure as many short sellers as possible and as quickly as possible to load up on their shorts before he unleashes a tsunami of pain to crush them all once and for all. "Those skilled at making the enemy move do so by creating a situation...
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    2017 Investor Roundtable:General Discussion

    Does anyone know if Tesla will live stream the Model 3 unveil on July 28th? If so, what time will the live stream start? I can't seem to find any information about this, and I would appreciate if someone let me know. Thank you! *can't wait to mark it on my calendar*
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    2017 Investor Roundtable:General Discussion

    I'm glad that you think the same way as I do. Lots of random and BS articles out that. I would restrain myself from reading (clicking) their articles (plus many others like Forbes etc) from now on, so I would not help them make money with advertisement... Personally, I prefer electrek and...
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    2017 Investor Roundtable:General Discussion

    Elon Musk Says Autopilot Needs 6 Billion Miles Before Regulations | Inverse Now at 5 billion miles. Tesla’s global fleet reaches over 5 billion electric miles driven ahead of Model 3 launch Hopefully, 6 billion miles by the end of the year. Full autopilot driving may be done by the end of the...
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    2017 Investor Roundtable: TSLA Market Action

    Great comments! He specifically mentioned that TSLA achieved Model 3 production deadline when most people thought that it was impossible. We know that TSLA can have positive EPS if they stop investing in the future. Elon is smart to continually invest in the future even at the cost of having...
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    2017 Investor Roundtable: TSLA Market Action

    Looking back at the July 3rd report: "The major factor affecting Tesla’s Q2 deliveries was a severe production shortfall of 100 kWh battery packs, which are made using new technologies on new production lines. The technology challenge grows exponentially with energy density. Until early June...
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    2017 Investor Roundtable:General Discussion

    This is awesome! I believe SN1 stands for serial number 1 (the first regulatory approved production car of the new model) in case anyone is wondering about that. Exponential growth from 100 to 1500 in two months? Wow... I am really looking forward to configuring my Model 3 order soon!
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    Tesla Semi

    Not sure if this was mentioned earlier here, but I think battery swapping technology might be coming back for use in Tesla Semi. It makes sense that swapping the battery packs at specific stations will help to speed up transit time. Can't wait for Sept 28th to be surprised.
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    What other tech stock to consider?

    I do like NVDA, but I think trading around earning reports is better* IMO instead of buy and hold. Citron, institutional shareholders, macro issues, and other short sellers can really make NVDA too volatile at times to hold it for the long term. *not an advice*
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    2017 Investor Roundtable:General Discussion

    I like how you view weeklies as lottos! I have always avoided weeklies but I guess that mentally helps. Thanks for welcoming and I really appreciate everyone's contribution here. It's been fun reading the posts. P.S. I really don't get Elon's tweets about floors... I do like his randomness...
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    2017 Investor Roundtable: TSLA Market Action

    Ditto that! Hopefully, it'll break 400 by mid-July...
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    2017 Investor Roundtable:General Discussion

    Nice one at buying at the lowest point of the day! How did you do that? Good to see that TSLA has been at 355 and above for some time.
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    2017 Investor Roundtable:General Discussion

    Likely plausible if announcing in mid-July or later. 1000 parts per week in July was mentioned in the quarterly report. I don't recall anyone asking # of parts per week in May or June. I imagine the production time for a model 3 to be < 1-2 days with the automation. Can't wait!