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Something investors should not miss: Tesla is hiring Engineers for high-volume mass production of Optimus

The margin for all BEVs from VW is negative as confirmed by them. See one of my tweets with VW Manager quotes. In terms of registration numbers from what I heard they are 50% below expectations here in Europe. Its not just that it has very little cargo space you can't even fold the bank in the...

Agree

I had to correct that slide and deleted the tweet but published it in my latest video but the overall statement remains the same. It's been a stupid calculation error on my side however for Volkswagen we have right now just a few hundred dollars in average profits per vehicle sold and that may...

There is no need to walk back on my statement because they are still true today. In the meantime, Ukraine Army has confirmed that Starlink continues to work well at the frontline for all intended purposes. No cells have been deactivated. It's great to see that SpaceX despite the comment from...

MM are desperately trying to bring Tesla pre-market below $160. Even if they manage that during the trading day today, we should have a positive week next week.

In Germany, Tesla is trading now at 8.21%

Here is a good article summarizing how HF, MM and others manipulate stocks and we all know that Tesla has been heavily manipulated over the years and even today. I can't express how frustrating it is to read how easy it is for them to invest tsla stocks that don't exist to short them or to...

Both Gary and Ross have their own agendas, and as they serve their clients, they should never be confused with the interest we retail investors have. IMO they do some good analysis and some are completely off base. I've argued with both of them, e.g. about the so-called Twitter overhang, which I...

It won't because this specific ferry transports up to 6 passenger cars at the most and is not used by Norwegians to go from A to B at all. It's a FUD story while all other ferries have no issues with transporting BEV and that's not nativity but there are good reasons for it. The FUD media...

YouGov: Tesla's Fame improved in the last 12 months and popularity remains high. So, the conclusion you draw is not reflected in the data they published

The stamping area that I saw when I visited Giga Berlin a year ago is for 500k vehicles. It's darn fast and the even store and buffers finished stampings. That's up and running for a longer time.

Giga Berlin phase 1 is 500k, phase 4 2m

The demand in Europe for CyberTruck is huge. Many people I wasn't expecting it from want one and even I'm attracted. Most fall into the narrative that Europe is no truck continent which was true before the CT was revealed. Many are attracted and Tesla won't be able to ship enough from the US...

Agree, Megapacks are now sold out until Q4 2024 (compare at order page) - yes 2 years and Utilities don't have investment cycles that are influenced by potential recessions. Demand is through the roof! TE is growing now exponentially and it's all about capacity again. Margins will be for...

There is nothing new nor to see here. Tesla was over the years all the time attracting buyers with different measures and they've done the same in Q4. With regards to the price cuts, you refer to in Germany, for instance, the opposite happened and the Model S is now 10k higher in cost than 12...

Gene is right, Tesla has an order backlog and produces vehicles based on customer orders. The customer order match to a specific vehicle happens during e.g. shipments e.g. China or US (S,X) to Europe often when it's still on the ocean. At least that was what happened with my car and I have...

My thoughts about the P&D report, IRA incentives, European Automakers and many more:

No demand problem in Europe!

I'm getting very positive first-hand information about Tesla Q4 numbers in Europe. Sorry for the cryptic post but can't disclose more for confidential reasons

Ark Invest bought Tesla last week 4 days and yesterday, Tuesday as well. I used them in the past as a good indicator when a bottom is near. After the brutal sell-off and panic yesterday Tesla is heavily oversold and we may see finally some upward pressure appearing. Shorts became too confident...

Well, let's look what Tesla is doing just in Germany: On LinkedIn Tesla is searching for 1,071 employees in Germany but the majority of jobs are placed by the German Agency for work in Frankfurt a.O. Scaling from 7,000 to 12,000 Giga Berlin and lots of Service, Sales and Delivery across all of...

Zipse, the CEO of BMW, is doubling down on his obvious strategic mistakes from the past, which I try to point out in many articles and newsletters for years. It is sad to see how desperately he tries to justify hydrogen and his 'one platform' approach that has put the company in a weak position...

Data is published in the US always earlier than in other continents. I used a tweet from Omar where he included a table with data and added data from manufacturers I found in other articles. It's still not complete as Ford and Mercedes are missing. I will update it once I get hold of them.

I expect in Europe and China similar weak numbers from 'the competition is coming"

As we all know after the clarifications from Elon, layoffs are indeed not for factory workers, but only salaried employees (office & overhead), and Tesla will continue to expand its overall workforce. It's embarrassing how Reuters left out important information from the email they claim to have...

To some extent, the German government and the EU are already bailing out the VW Group every day and every year. There are a lot of subsidies, e.g. Kurarbeitergeld and many others flowing, and the state of Lower Saxony, which owns a Tesla state, also supports them. Bonds are bought from the EU to...

To be fair to Gary, and after heated tweets and an longer exchange over private message in which he addressed me, I believe his tweet was simply poorly worded and he meant to say that this is what Bloomberg claims. Regardless, my tweet did generate some interest, which again shows me how poorly...

Thanks for your kind words with regards to my video. It was a spontaneous decision to publish again after the FUD and misinformation of media got through even to Tesla supporters and bulls. There are still a lot of misperceptions out there about Giga Berlin and its regulation and I work every...

An investment related generic question My technical chart analysis platform stopped unfortunately its service and I'm searching for a new provider for my analytics with regards to Tesla and my regular Tesla Patron investment letter. In fact its still my only holding and I don't intend to change...

I assume the Giga Berlin production will start with 2170 cells and 4680 will come from the battery plat in Berlin at a later point in time.

Apologize that I'm not often around this Forum a place that was an important kick-start of my Tesla journey. It's been a time challenge sometimes but feel free to approach me at Twitter if urgent questions come up where you believe my support is needed.

Both battery lines, 2170 and 4680 is prepared for but I expect based on several information that they start with 4680 for the MIG ModelY. Both packs have been on display but at that point in time but it was a mock-up and not a real battery pack.

Thank you and I agree these are very serious allegations. It took me many weeks and profound, intense, and critical validation, review, and verification with a small team including Teslarati, Christoph Krachten as well as one other major media to come to final conclusions to publish. After all...

Thank you and I agree these are very serious allegations. It took me many weeks and profound, intense, and critical validation, review, and verification with a small team including Teslarati, Christoph Krachten as well as one other major media to come to final conclusions to publish. After all...

You may want to give your friend my latest article https://www.teslarati.com/porsche-whistleblower-taycan-battery-charger-fires-coverup/

They are public I and read a part of them but believe me you don't wanna do that. Its hundreds of pages of mostly irrelevant or already answered questions the authorities respond in their language.

Tesla already uses a variety of smaller castings in Sparks and Fremont for a variety of applications. The RUB part is made with a 3 to 4,500 ton casting machine. For the CT, they are working on an 8,000 ton casting machine and 12,000 tons is the next level. I should have been more specific...

After my conversation with a source familiar with the exciting details of the Giga Berlin press, I'm more confident than ever that the manufacturer's true competitive advantage is yet to come The VW board is in a panic, rushing from one crisis meeting and wake-up call to the next, and the first...

A senior European Tesla Manager is my source - he knows what he talks about. It makes total sense because without a construction permit production steps are not allowed! 2 other senior line Managers at the factory line confirmed it too Its incorrect that they have a permit for 250 cars, what...

That's not quite correct I had an exclusive factory tour with the Director of Policy and Business Development Europe through Giga Berlin and he as well as other Tesla Managers at the line confirmed to me that not a single part has been produced so far and all are imported from China. The only...

Correct, actually according to the media, the authorities approved the production of 250 bodies last Friday. That's a huge benefit because Tesla can now finally start calibration of the stamping machines. More about that in my next video that I hope to publish today.

It was the anode, not the cathode as I wrote in the tweet. I spent some time there and two Tesla employees made sure I didn't move any closer. Quite a few secrets crammed into a few square meters My first video about the Giga Berlin entrance is life now and I work on the next that will include...

I'm one of the few outsides of Berlin and Brandenburg that received an invitation 🤩 and will report from and after the event.

Fair point. I believe it's an interesting approach that could prove valuable for some use cases but agree that vehicles mostly standing and that won't change. Because we may see more frequent updates it could be handy not to worry about timing but it's in my opinion all future talk anyway. Let's...

Thanks for your post and happy to hear you like it and had some fun too. I believe you summarized well what a lot feel, who listened to the interview. Peter is actually criticized a lot by his peers for example from VW for his opinions about the German Auto industry and for asking them to...

Thank you for your kind words and good analysis. Highly appreciated and insightful even for me, the interviewer.

In my interview with Peter Mertens (Audi, VW, Volvo, Polestar, Jaguar Land Rover former Top Manager) he claimed VW to overtake Tesla in 1H2022 with BEVs and that Tesla didn't make any profits excluding credits, Well the latter earned me a free bottle of champaign 😀 It was fun talking to him and...

That's no news - I posted it 6 days ago