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  1. K

    Expired NIB MODEL X/Y SKI/SNOWBOARD CARRIER FOR HITCH RACK [Expired]

    This marketplace listing has expired and has been removed.
  2. K

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

    Had Tidal gone missing randomly and some day it just came back by itself.
  3. K

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

    Compact being built in Giga Texas first doesn't conflict with my statement. There are Model Y line in Fremont and Texas. There will be compact line in Texas and Mexico.
  4. K

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

    Mexico Compact line will be sold in the North/South America for sure
  5. K

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

    LR/SR Highland did not update the Powertrain/Battery. Unknown on the Performance
  6. K

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

    Model 3 SR - CATL LFP Model 3 LR - LG 2170 with China sourced material Model Y uses Giga Nevada 2170 Very different supply chain
  7. K

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

    Yup, JPow basically calling peak rate but rate hike is not totally off the table. Pretty drastic shift from hawkish tone
  8. K

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

    Usually he's pretty good about it but it was deleted and revised higher to 15.4K
  9. K

    Expired NIB MODEL X/Y SKI/SNOWBOARD CARRIER FOR HITCH RACK [Expired]

    This thread is for the general discussion of the marketplace listing NIB MODEL X/Y SKI/SNOWBOARD CARRIER FOR HITCH RACK. Please add to the discussion here.
  10. K

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

    California Q3 Sale Q1+Q2 Q1-Q3 Q3 Sale S 1,807 3,050 1,243 3 41,430 66,101 24,671 X 4,899 6,832 1,933 Y 74,488 107,210 32,722 Source : New ZEV Sales in California
  11. K

    Supercharger - City of Industry, CA - Colima Rd. (LIVE 15 Nov 2023, 12 stalls)

    Rumor has it that they are terminating most of the leases inside of the mall end of this year (that aren't accessible from exterior) to do a major reno and relaunch the whole mall. Rumor has it that Din Tai Fung has already signed up for it
  12. K

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

    So how's the production this Quarter so far? Anyone with a #?
  13. K

    Supercharger - City of Industry, CA - Colima Rd. (LIVE 15 Nov 2023, 12 stalls)

    No, Hacienda one is by Gale/Hacienda right off the 60.
  14. K

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

    Been cleaning up my hard drive and came up with this gem. UBS Model 3 Teardown report
  15. K

    Moderators' Choice: Posts of Particular Merit

    Mod: edited for this thread to emphasize that this is from 2018, not current. --ggr Been cleaning up my hard drive and came up with this gem. UBS Model 3 Teardown report
  16. K

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

    https://www.cncda.org/wp-content/uploads/Cal-Covering-2Q-23_FINAL.pdf Tesla overtook Toyota's California sale in Q2 2023 by 1730 units. Q2 69,212 vs 67,482 YTD 123,482 vs 133,375
  17. K

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

    Last Quarter it was used to reduce COGS on Auto Rev
  18. K

    Supercharger - Lone Pine, CA (LIVE 28 Jan 2015, multiple expansions, 16 V3 stalls)

    Either toss in couple dollars or a short walk to McDonald's
  19. K

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

    Another 4.4M today, 19.5M shares total
  20. K

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

    Additional language in the FOMC statement "In determining the pace of future increases in the target range, the Committee will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial...
  21. K

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

    Interestingly to note that a friend in SoCal was delivered with a MY LR built in Austin last week.
  22. K

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

    CPI report is going to drive it, it can just flip/dive on a hot report.
  23. K

    Pomona Service Center is now open

    It's a pretty decent size one occupying ex-CNC Motors, but it's also doing delivery
  24. K

    Tesla AI day

    I got it due to registered shareholder on my Tesla account.
  25. K

    Tesla AI day

    All invitations are sent out already and no guest nor plus one.
  26. K

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

    Taiwan does not allow China made car
  27. K

    Pomona Service Center is now open

    Just tried to schedule service, it is still available
  28. K

    Tesla AI day

    Anyone else got invitation to AI day?
  29. K

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

    Additional 1.5M shares sold yesterday
  30. K

    Near-future quarterly financial projections

    Wouldn't surprise me that the release cadence slow down is due to NHTSA approval
  31. K

    Supercharger - Barstow, CA - Tanger Way (LIVE, 70 V3 stalls)

    Confirmed to be massive 100 stalls https://www.msn.com/en-us/autos/news/tesla-building-united-states-largest-car-charge-hub-in-barstow-midway-between-la-vegas/ar-AAXoMxw?ocid=msedgntp&cvid=37a153eb3df04313b26e40c31723710c
  32. K

    Tilting Monitor on S

  33. K

    Accessories for 2021 Refresh Model S Plaid/LR

    https://shop.tesla.com/product/model-s-all-weather-rear-cargo-liner-set https://shop.tesla.com/product/model-s-all-weather-front-trunk-liner
  34. K

    Model X CCS Port/New Taillight

    https://www.mobile01.com/topicdetail.php?f=741&t=6523091
  35. K

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

    Permit specifically says can't sell those 2000 cars