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The FCC documents regarding the new radar are now public (probably a mistake since some documents are listed as to be made available only on 03/07/2023)...

and then goes all Adam Jonas with his Starlink satellite on a Tesla :: Twitter Profile linked to Tesla Profile

Been a while since I've logged on. You always hear/read news about these margin calls, but getting to know people in your circle getting it feels ominous - 2 friends today who had to liquidate some shares. 204m volume is mind-boggling. Is there a chance Elon is getting margin-called? Today...

Andrea James is one of the OGs who put up a stand for TSLA at Wall Street back in the early part of the decade with much more conviction. The flak Cathie Wood took back in 2018 seems nothing compared to it.

Been waiting for a Lora update on her concern re: Tesla employees on these double digit % days. Hasn't come yet.

And did we ever decide if Teslanaire meant you had made over a $ million on TSLA lifetime, or in one day? Asking for a friend :D Saw this earlier today from a friend... now makes so much more sense! Congratulations to all the HODLers on the way to the 4 comma club. A lot of Teslaquila will...

Under the assumption that the 2170Y and 4680Y will be the same, all this holds true. I think I overstated how much people would care; I do now agree: Most people broadly would not care if the 2170Y and 4680Y are rated the same and priced the same, in which case - we will continue to only have...

It would be funny to let him know that by dollar value, TSLA is the most shorted stock... at roughly about $24B. Even the biggies with trillion dollar market caps do not have so much short interest in nominal terms. AAPL is at ~$12B, AMZN at about ~16B.

Because consumers do care, at least a subset does. For example, in Samsung's yearly Galaxy phone launches, they use their in-house Exynos chips for the Asian and European markets. The US market exclusively uses Qualcomm Snapdragon chips which to date have performed better. There are people who...

A Plaid Y is probably hoping too much, and will pull so many demand levers that Tesla possibly will not be able to handle the surge. But hear me out : a 4680 Long Range + / Ludicrous Y ? JMHO/speculation - it could be within the realm of possibilities. When Austin starts cranking out the 4680...

Essentially, look... Tesla is a busted growth story.

With all the reported leaks, very strongly feel 4680 will be in the Plaids. If they are ready for Austin and Berlin to start Y based production in a few months... Why would they not be used already in low volume products? Plaid is also reported to deliver peak power from 0, all the way to the...

Zack and Elon's Technoking/Master of Coin salvo probably covered for it in the previous filing when he changed roles, but I'm guessing he had already turned in his badges, and was serving in what is called in Formula1 parlance a 'gardening leave'. It was time for him to part ways - and there...

Also, re: Mach-E: https://insideevs.com/news/512426/norway-ev-summer-range-test/amp/ The Norwegian Automotive Federation (NAF for short) staged its second electric vehicle range test this year. It tested 21 new EVs, driving them on a full charge of their batteries, until they died on the side...

A neighbor down the street got solar panels and a Mach-E recently. FWIW, the 7500 tax credit on the Mach-E was a huge factor in their considerations. One less ICE on the road, so while it definitely helps in the grand scheme of things - however it goes on to show how people do not look at the...

interesting color - looks very close to the signature red? Hope we see some more options on colors out of Austin and Berlin

If 4680 ramp is exceeding expectations... there's also a very good chance the new assembly line that is being built at Fremont is probably going to be a 4680 Model Y line. Get the batteries from Kato Road, the castings are probably already flowing from Texas...and it gives the mothership close...

Ties in with the leaks so far - Plaid has the 4680s as well as the structural pack based on this reply by Elon last year. In a way, it's probably for the good, gives Tesla good product separation between the refreshed S, the Plaid S and Roadster

Sawyer: "V4 charges crazy fast". So pretty much confirmed that there is going to be the battery day supported higher charging rates for the 4680 cars. Q: Are the specs on the Model S Long Range sandbagged. A: No Comment. Q. Will the Model S Plaid have more than 420m of range A: No Comment.

Sawyer just answered that there are things that people have not asked that he knows about re: events on 03-June. So people need to improve their imagination and ask the right question for him to say 'No Comment'. Adds along with his earlier comment that there's enough he knows to warrant a...

Omar's tweeting out stuff based on comments/denials from Sawyer... he's moderating/adding comments in the discussion

There's a clubhouse session going on with Omar, Sawyer, Alex, K10 etc - Tesla June 3rd event—Meditations & insider information - Tesla Universe The idea is that he will deny anything not related and say no comment on items that he cannot leak prior to it to protect the source. Sawyer basically...

Slightly OT: John Oliver did an excellent expose in his show y'day night - about how you can pretty much buy airtime on local news for about 1700-3500. Who's not to say the same happens with mainstream CNBC with someone paying for the likes of Irwin and Gordon etc. The particularly interesting...

It is only Monday, but IMO this cannot be beat as the top clown speak of the week - of course from the best we know in the business. The F150-Lightning that came out last week - they have a battery that's roughly a 170 kWh v/s Tesla's model 3 which has a 61 kwh battery. Yet the F150 costs the...

There's been too much work Tesla has done behind the scenes to just leave the crypto space. Karpathy has been spending some time in this as well. I wouldn't be surprised if they launch their own sometime down the line, it's not like they lack decentralized sources of energy and computing power 😜

Dave's probably the only one who looks long term. Just been a crazy hash of the China numbers today - a simple search of "Tesla local sales in the 'first-month-of-a-quarter' down" gives you all you need to know about this 'demand off the cliff' story that has been perpetuated ad nauseum...

This is a great buy signal (apart from the 200DMA level) - added a few more today, and will probably convert some shares into DITM leaps if the slide continues. Off topic(and more of a keeping-myself-honest post to look back at), was in a video call with with mom - she kind of alluded to...

Even if you give TSLAQ the benefit of doubt re: regulatory credits, the dumdums can't figure out a trend when it's screaming at you. How are these lemmings so up their own backside to not realize it will flip over as soon as revenues eek out from the capacity expansions in the next 9-12 months?

Demand issues ?

At least one analyst with the correct read of the situation

Did nothing all week, but couldn't resist when it finally broke 575. Did a low risk conversion of some shares to a leap in a tax free account.

Depends on the audience, most have an open mind re: advances. But there's the other side of the spectrum as well, ignorant and unwilling to learn. I once summoned it to the front of Costco late in the evening exiting after store hours, and the guy who I often see at the store checking receipts...

Appreciate some guidance if anyone has experience: is there a way to execute SELL A, buy B right one after the other or in a multi-step single transaction? Is this even possible :D my laptop crashed at the worst possible time this morning - right after selling some AMZN that I wanted to convert...

very odd - a ~10k share order at 714.50 just printed (maybe it is one of those trades executed in the dark pool at yday closing price but don't those need to be reported without much delay)

Shorties and beta amplifying the TSLA move, however seems very linked with the overall QQQ macro trend (in white)

DaveT also had an interview with her a few years ago - after she left her job being an analyst.

One can agree with some of the things Elon says all the time, the same person can agree with all of the things Elon says, some of the times. but it is very rare that you will find a person who will agree with all of the things Elon says, all of the times. It's called being human and having...

can't do the exact math of his trade, but if one is bullish AF - they could hold 1 JAN23 200c for the same price as holding ~70 TSLA shares today(rough math) Lets say TSLA is at 2000 at expiry: 70 shares would be worth: 140k 1 Jan23 200c would have an intrinsic value of 180k. DITM leaps are...

This is generally a quiet time between quarters ... In the absence of any news catapulting the stock higher, TSLA is still tracking with the market broadly (if you compare with SPX - it is a similar looking graph) We are simply prone to more swings and that is expected given TSLA's beta is...

Someone has taken up this idea

He's just stated it is not him, but certainly looks like someone unwinded their positions (might just be the gamma squeeze towards that massive put ) https://twitter.com/michaeljburry/status/1359621222904991745

Off topic - Cannot seem to find a post previously which talked about selling off Dec 31 to book losses against the gains, and how it would probably not offset the gains because it settled a few days later in the next year: Was researching this a bit more, and found this - Page 6 from here...

Haha... cannot believe we put in those orders within seconds of each other on the same platform. Much smaller couch for searching dry powder though

I might be in the minority here - I personally love the move to the new steering design. Very similar to my racing setup for the F1 games, I hope they keep this design in the Roadster

Cannot believe all these analysts clamoring for a number in terms of guidance. Why cannot these people just read between the lines.? Elon Q3 call - we could probably do something in the ballpark of the 800k number by Pierre Elon a while ago : we have the first class problem of demand...

Range and Availability of the Plaid compared to the Plaid+ is perhaps an indicator that Plaid+ is the one that's going to have the 4680s. Plaid : 390mi - available March Plaid+: 520 mi - Available late 2021

Off topic a bit and not shilling, but there's a site called futureme where you can write emails to be delivered to you on a specific day in the future. I was just reminded by past me of this glorious tweet on it's anniversary... https://twitter.com/llsethj/status/1217198837212884993?s=19 No...

This 244 mile model Y shows that Tesla is still predominantly battery constrained. They could easily have packed some more cells and increased range for a RWD Long Range Or or... seeing how the likes of Ford and VW have stuttered across the line to pack the same amount of range - the brains at...

And not the least to Cathie Wood. I cannot even start to imagine the FUDs she has had to fight through and now the satisfaction seeing the stock price at her price target. And I have a sneaky feeling the ARK team is waiting for all these folks to put out their reports and then smoke them again...

the price of 150 has an intrinsic value of 145 when TSLA is at 645. Hence "net" premium is 5 (i think this is what they meant)