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  1. Chunky Jr.

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

    the only thing "Tesla killers" tend to kill is themselves
  2. Chunky Jr.

    Supercharger - Los Altos, CA - Loucks Ave (under construction Feb 2023)

    I have driven past this one a few times and haven't noticed any changes in months
  3. Chunky Jr.

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

    > Not to sell vehicles, but to position the company itself for sale. I wouldn't be surprised if Tesla bought them. Expand their offerings and use their manufacturing expertise to build them profitably. Rivian also has that van they are building with Amazon. Cybertruck is cool, but I think...
  4. Chunky Jr.

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

    How hard can it be? Just slap an electric motor and some batteries in one of their existing cars. Ford, etc can tell them how easy it is. /s
  5. Chunky Jr.

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

    Drone video of progress at Tesla's drive-in/supercharger in Santa Monica...
  6. Chunky Jr.

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

    In the U.S., the Tesla Model 3 dominates as the most searched car model in the last six months. The car had more than 3.8 million searches between August 2023 and January 2024. Right behind it with just over 3.6 million searches were the Honda CR-V and the Honda Civic. The top 10 most searched...
  7. Chunky Jr.

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

    This isn't surprising. There was 0.0% chance Apple would build their own car. One less source of noise for Tesla
  8. Chunky Jr.

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

    I am pretty much convinced that the only way to make the stock go up is for me to sell a few shares to pay a bill or two.
  9. Chunky Jr.

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

    Unless the plan is to go up and down stairs, I don't get why they didn't use wheels
  10. Chunky Jr.

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

    Giga Mexico construction starting soon?
  11. Chunky Jr.

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

    Do we really know what they are working on? I wouldn't be surprised if they have a few tricks up their sleeve that will surprise us.
  12. Chunky Jr.

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

    I think they are actively trying to make Tesla about more than just Elon
  13. Chunky Jr.

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

    Model Y price increases in Germany....
  14. Chunky Jr.

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

    Cybertruck pulls an F-150 out of the snow
  15. Chunky Jr.

    X App Discussion

    no, please, no. he's already distracted enough
  16. Chunky Jr.

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

    hmmm. over past 5 years, you don't see the giant peak that TSLA had in late 2021 in AAPL, AMZN, or GOOG. Even with the bubble pop, TSLA is outperforming those over last 5 years
  17. Chunky Jr.

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

    I think the all time high (ATH) was an EV bubble. Note that when TSLA hit its ATH, RIVN, LCID, and NIO were all at their ATH as well. The bubble quickly burst not long after that, and the market is still trying to figure out the correct valuation. Also note TSLA doing much better than the other...
  18. Chunky Jr.

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

    Tesla settles CA lawsuit over handling of hazardous material... The lawsuit claimed that Tesla improperly labeled waste such as diesel fuel, paint materials, lubricating oils, brake fluids and used lead-acid batteries, among others, sending the materials to landfills that don’t accept these...
  19. Chunky Jr.

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

    Highland gets a big thumbs up from Marques Brownlee
  20. Chunky Jr.

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

    This is a nice research note “It’s time to be patient. The next-generation vehicle, FSD upgrades, margin improvement, and Optimus will likely bring an acceleration in revenue growth. But not this year — 2024 will be subdued; probably a trough, but still relatively slow (we model ~18% y\y...
  21. Chunky Jr.

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

    Little more info about a new vehicle
  22. Chunky Jr.

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

    When the stock was over 400 I think we were in an EV bubble that quickly burst
  23. Chunky Jr.

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

    Sorry, I don't believe that. If that were true, then there would be people/companies who could make an infinite amount of money
  24. Chunky Jr.

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

    there are some hands that come in and out of view on the bottom right of the screen. perhaps that is controlling it? Or maybe he just means that the code is hard wired for that particular situation
  25. Chunky Jr.

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

    I think if that were true there would be sightings of beta roadsters on public streets by now
  26. Chunky Jr.

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

    Might be a mistake, but someone saw a Highland picture on Tesla's website
  27. Chunky Jr.

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

    I don't see how they can build another 680K vehicles this year between Fremont, Berlin, and Austin. I think Shanghai is topped out.
  28. Chunky Jr.

    Off topic galore

    I do not consider that term to be political at all. Condescending? Perhaps. Political? No way.
  29. Chunky Jr.

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

    In 2024, Tesla Energy's revenue will double what it was in 2023
  30. Chunky Jr.

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

    Hello sports fans, the 2023 season has come to a close, and it was a very good year for Team Tesla. The final closing price was 83% of the 52 week high, but still a ways from the all time high. Last season, Tesla was 6 games below 0.500, and this year they were 24 games above 0.500, for a 30...
  31. Chunky Jr.

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

    In the Amazon rain forest, a butterfly flapped its wings
  32. Chunky Jr.

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

    Pfft. I will have an even more accurate estimate in early January.
  33. Chunky Jr.

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

    Some info about Cybertruck orders as gathered by Sawyer. Interesting that about 1/4 have opted for the range extender.
  34. Chunky Jr.

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

    China getting a refreshed Y in the near future?
  35. Chunky Jr.

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

    All I wanted for Christmas this year was for TSLA to be up 133.62% YTD
  36. Chunky Jr.

    Park assist looks like crap!

    From what I understand, a third party owns the patent to show that kind of bird's eye view, and Tesla doesn't want to pay the royalties to support it. The 3D recreation is a way to get around the patent(s).
  37. Chunky Jr.

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

    No, but they did name a burrito after me
  38. Chunky Jr.

    Poll: Gen 3 exterior material

    it's fun to speculate
  39. Chunky Jr.

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

    Tesla energy ftw BREAKING : Tesla China has officially launched its Shanghai Megapack project. - Tesla China held a land acquisition and signing ceremony in Shanghai on Friday morning. - Megapack plant will produce a megapac with 40 GWh capacity. Energy Boom...
  40. Chunky Jr.

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

    Foundation series Cybertruck orders are open again... https://www.teslarati.com/tesla-reopened-cybertruck-foundation-series-configurator/
  41. Chunky Jr.

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

    If history is any guide, there would be sightings by drones or people seeing them driven around town at least 6 months before production
  42. Chunky Jr.

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

    no, they're doomed because you have to rent a crane to install it
  43. Chunky Jr.

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

    They are changing the accounting rules for crypto in a way that will benefit Tesla... https://stocks.apple.com/AmTTIfOLvRMKOpeBebMnH5g
  44. Chunky Jr.

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

    Looks like they are trying to figure out what the backlog really is
  45. Chunky Jr.

    Supercharger - Santa Barbara, CA - Anacapa Street (LIVE 26 Jun 2023, 12 stalls + 3 L2)

    I asked if they were broken or being upgraded, and that's what the tech told me. They had 4 or 5 people working on them, but I couldn't notice anything different on the ones that they serviced. Maybe they did some internal upgrades and didn't change connector yet?
  46. Chunky Jr.

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

    I'm looking forward to the construction progress videos...
  47. Chunky Jr.

    Supercharger - Santa Barbara, CA - Anacapa Street (LIVE 26 Jun 2023, 12 stalls + 3 L2)

    I went by there today to charge and it was temporarily closed for a couple hours because they are updating the stalls to work with non-Teslas.