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  1. M

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

    Looks like that there is an active attacker in Gigatexas. Police is at the site. Little more info on that X (Twitter) account.
  2. M

    Wiki Selling TSLA Options - Be the House

    Thank you for your support. I'm in Germany and many brokers only offer subscription warrants for TSLA. Those stretch up to $800 in June 2026. Those seem a tad too risky 😉 That's another head scratcher for me. If the emitter (big bank) goes bust, those warrants go with them. So US options would...
  3. M

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

    How crazy would a leap of faith be? I'm currently 100% in simple TSLA stock (since 2019), but more and more interested in LEAPS. Especially OTM Dec25 Calls like $300 or even $450. I'm a strong believer that Teslas rapid speed of innovation and efficient execution will accel them to the most...
  4. M

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

    Giga Berlin can expand 100 hectar for logistics lots and other stuff. This land was not part of the initial deal and has to be re-zoned. The right 1/3 of this map Will take some years for all permits though.
  5. M

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

    As the base prices of the Model 3 and Model Y are higher than 40K€, all 3 and Y only qualify for the higher bracket, so let's focus on this. 2022: - 5000€ from Govt (post purchase) - 2500€ from Tesla (already factored in the displayed price) 2023: - 3000€ from Govt (post purchase) - 1500€ from...
  6. M

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

    Some less green in Berlin though. Progress looks good. No drone flyovers were allowed last weekend (and are generally only allowed on weekends). 50m alt limit too, because of the nearby airport.
  7. M

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

    Jon at Cleanerwatt once again got some nice hints on 4680s. Seems he got some good sources. Main points: Anode in Kato is 90% done with DBE (dry battery electrode) process. 10% in wet process are likely for testing/benchmarking. Cathode is still made with the wet process, difficulties that...
  8. M

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

    Report that Giga Berlin built the first test 4680 Model Y. Standard Range, Single Motor 4680 not from Berlin Far from mass production (maybe Q4) Second test 4680 MY will use front casting made in Berlin. Downtime in Berlin will end on Monday. Some new equipment tests were done the last days...
  9. M

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

    For Europe and co regarding FSD: New UNECE draft on DCAC (Dynamic Control Assistant System) as part (enhancement) of ADAS (Advanced Driver Assistant System), not to be confused with ADS (Automated Driving System). Some currently prohibited stuff will be possible as an ASSISTANT system...
  10. M

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

    Regarding Giga Berlin extension: The primary factory extension will be north of the first quadrant (car production) and a half (drive unit and battery cell building). This is already industrial zone, just like the first two quadrants. Hopefully the permitting will be a bit faster (no changes in...
  11. M

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

    That's only true if the fourth event (truck) requires the third (robotaxi) to be 100% completed. The third requires the second, and the second the first. You also have to be careful whats your basis for the probabilities. You can say: 25% chance of robotaxi, if FSD is solved first. Then it's...
  12. M

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

    Let's get one thing straight. The black forest is part of the German state Baden-Württemberg. And it also is home to Mercedes-Benz and Porsche. Stats from 2018 show 233k employed in the automotive industry in BW vs 208k in Bavaria. Bavaria is obviously the flashing target because of BMWs freedom...
  13. M

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

    That's just protection from the new construction site on the right (south). Phase 1 (Model 3) gets an extension to the west in the north and south for now, maybe in between later on too. You can see that here from 1:32 on:
  14. M

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

    New Fremont flyover: If the video is in real time (looks like it, or close to it), the cycle-time for the gigapress is currently at 1:46 minutes (opening at 7:26 to opening at 9:12). That's 300k pieces/year with 100% uptime and 240k pieces/years with a more realistic 80% uptime. But it...
  15. M

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

    Tesla Berlin withdraws application for 1.1B Euro Battery funding. I've no idea why, yet. The 1.1B Euro state/EU funding was almost a done deal. Maybe Tesla is more agile without it...
  16. M

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

    Another very good analysis from The Limiting Factor: Teslas path to 600 GWh cell consumption in 2025. Where a 50% CAGR is commented as "moderate". Key supply issues could be Ni beyond 22 and Li beyond 24. But we know how Tesla handles supplychain problems.
  17. M

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

    Giga Shanghai getting another complex at the south west side Source: A green Piledriver is already there and concrete is removed for the foundations.
  18. M

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

    3rd Gigapress being assembled in Berlin. Do you even press?
  19. M

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

    The pallets recycling got moved to the very north parking area. Where the TESLA sign is next to. Could be a little smaller though.
  20. M

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

    Andrea James on how to improve this hive mind: No analysis of Tesla, but general thoughts and recommendations for really getting to know a company. Plus some really important issues of the world in the second half of the interview. Andrea is awesome, sad she doesn't cover Tesla anymore. But I...
  21. M

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

    Documentation about GF Berlin in German mainstream media. 45 min also available in english: Turbo,Tempo, Tesla: Elon Musk in Brandenburg (English version) One of the first lines: "Germany has a resource that Tesla urgently needs: WATER!" Followed by a statement from some water guy: "When the...
  22. M

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

    VW doubles its intended BEV share to 70% in 2030 for Europe. 50% for NA and China. VW aims for 70% EV sales in Europe by 2030 - electrive.com I give them 2 years to communicate that it'll be close to 100% in all markets.
  23. M

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

    Possible, but I doubt it. @6:30 all red cars look pinkish. @5:08 (first screenshot) only one car looks grey, the other two look white.
  24. M

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

    Primer or new color? Model 3 or Y? Edit: Upon closer inspection, it could be a wrapped test mule. I heavily doubt the color correction theory below. /Edit
  25. M

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    I believe the bitcoin and ethereum chains are old tech. You can try to fix that (with layer 2 like lightning) or gradual chain upgrades (like beacon for ETH). But that takes time and probably will leave some edges. There are new kids on the block on layer 1 who can do a lot of things way...
  26. M

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

    You guys remember that level 4 autonomy law introduced in Germany from earlier this week? I was too lazy to summarize it thoroughly. It's basically made for commercial providers only. Here is an overview by Steven Peeters with help from @avoigt My hope is that Tesla masters FSD outside of...
  27. M

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

    Giga Berlin got another preliminary permit to install equipment in stamping, painting and body in white shops today. Casting is not included. Tesla erhält Zulassung zum Einbau weiterer Maschinen
  28. M

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

    Good overview of how Tesla influences its battery supplies. Roadrunner is gonna be a whole other ballgame though. Check Out Tesla's Influence On The Top 3 Battery Suppliers Globally In 2020
  29. M

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

    Tesla reintroduced Enhanced Autopilot in Europe today. 3800€, incl Navigate on AP and smart summon. FSD is 7500€ with stop sign and tragic recognition and stopping/starting. Drive on city streets in "the near future".
  30. M

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

    This is not acceptable. Tesla should not sell those LFP cars in colder regions without clearly stating their limitations. I watched the whole 50 min video and read a lot on german forums. The LFP BMS is not even ready for a beta test. Tesla went too fast with the introduction of LFP. This could...
  31. M

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

    Gonna go with Occam's razor: Same painted body in white Model Y we saw at the same spot in his last video 4 days ago at 3:20 min:
  32. M

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

    Roughly 3k € price cut for all Model 3 in Germany. SR+ 40k LR 50k P 55k Incl VAT https://www.reddit.com/r/teslamotors/comments/l1643c/tesla_lowers_prices_of_the_model_3_in_germany Minus 6k € subsidy.
  33. M

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

    Nahh, look on the bright side. This was a nice loud "welcome" from TSLA to all the value investors in the S&P.
  34. M

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

    Germany is starting a strong lockdown from next Wednesday until minimum January 10th. It's likely that car dealers have to close. (They had to close back in March, but were allowed to open sooner than other businesses). Home-delivery could still be legal.It's also possible that Tesla could...
  35. M

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

    That's already history. The next higher court got called by those idiots and ordered a stop until it decides. Google Translate
  36. M

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

    Giga Berlin Some unconfirmed snippets from Teslas forest clearing request that got approved on Monday: Tesla will spend 1B Euro on construction (not specified for which stage, nor if equipment cost is included - IMO for 1st stage incl equipment) 300M Euro already spent Because all permissions...
  37. M

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

    There was no settlement after 3 hours discussion. They try to solve this in next weeks meeting. Google Translate
  38. M

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

    VW CEO Diess talks openly about the challenges ahead for VW (and legacy auto industry). He knows that VW needs to massively transform within the next 10 years, or they'll cease to exist. They try to catch up to Tesla by 2024. How we transform Volkswagen Or if you want to watch SMRs (Solving the...
  39. M

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

    German engineering firm Saueressig to set up battery cell production equipment in GF Berlin and Texas. Already at work at Kato Road. Saueressig said to set up cell production for Tesla - electrive.com
  40. M

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

    1. The period from final warning to cutting the water supply is 14 days. There were several warnings. I guess Tesla is late by some months. (I live in Germany and we're not trigger happy in regards of cutting the water/electricity) 2. see 1. 3. see 1. 4. what shorts sellers? This is just a plain...
  41. M

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

    Come on Tesla! Tesla didn't pay their water bills in Berlin, now the utility cuts the water supply until they get paid. Tesla got several warnings. This is just an unnecessary invitation for all the "Tesla kills the groundwater" critics. Which is the main argument against Teslas factory. And...
  42. M

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

    Visual speed limit sign recognition is getting released: 2020.36 Release Notes includes Green Traffic Light Chime and Speed Limit Sign Recognition!! : teslamotors Picture by u/SatinGreyTesla Edit: Following rumor post on reddit got deleted. Enjoy with care! Rumor has it, that 2020.36 is an...
  43. M

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

    Homeschooling with Rob part deux: I like that Cramer is open to Robs insights. And I think Camer will learn enough to dismiss/obliterate some bs FUD from CNBC guests right away.
  44. M

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

    Elon -> what if the L is a pipe, marking the split -> e|on -> one. Another anagram, which got prominently used in the past, is neo. This guy really figured out the matrix.
  45. M

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

    Wait two weeks, then you can buy below $500 a share again. SALE SALE SALE
  46. M

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

    And Jessica from Arizona (to go 10:25) sry couldn't resist.
  47. M

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

    This is not 100% correct. When they accelerate, the BMS current goes negative, they even say that in the video @ 5:35. And you can see that they accelerate at that time. And BTW there is no way that the battery will have to "put out 80kW" when stopped. Charging at 80kW from the fool cell and...
  48. M

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

    New Audis coming out this autumn in Germany Car Range [km] (WLTP) Power [kW] (official) Price [€] (Germany) Model S 610 310 80k Model S Performace 593 449 97k Audi e-tron S 360 370(Boost) 94k Audi e-tron Sportback 365 370(Boost) 97k e-tron 50 Quattro (since 2020) 300 230 67k...
  49. M

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

    Guys, please stop skimming through outdated (Dez 2019) permit filings for GF4. The updated ones will be online on Thursday.