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Apologies if I didn't make myself clear enough. As I saw several answers to my point, like the above and this one: FSD v12.x (end to end AI) I'm challenging the assumption that once it's x times safer than the best human driver, Tesla should automatically switch to legal L3. To simplify the...

I'm talking in legal terms:An scenario where everybody knows it's L3, they just have a disclaimer to keep it at L2 on paper. It changes the liability and risk equation.

What if, effectively, it does not require driver monitoring, but they keep it at L2 to avoid all the strings attached to L3? They could keep it like that for a while, until they reach a demand ceiling.

Not sure, but on September, 3rd of 2020 (briefly after the first split) this was reported (over 1.2M shares, orders of magnitude higher than the TSLA average): 20200902|88160R101|TSLA|1240984|TESLA INC COM STK (DE)|475.05

Is it just me being wrong or are there some big dogs starting the window dressing or some MMs trying to cover their recent shorting ATM? I have no visibility on order books or any similar market data.

I think it's all about asset imbalance, asset being privileged information, cash, influence or access to tools like naked shorting. None of the retail investors have access to these assets, they do. And they use it as needed. The only thing I think we can do is to try to figure out where the...

Apologies if I missed the post, but has anybody analysed the short-term growth implications of getting to 200GWh/yr in 2022, from 50GWh for 2020? That's 4x!

Keep lowering costs.

Leasing?

I disagree: There are both risks and upsides. I think that the big question is for Institutional Investors: "Can you invest in the company knowing that the CEO is luring Millennials and Gen Z customers like a magnet with his communication style and an extremely fast paced decision making...

+0.040 (0.015%) -> Record low volatility for a Tesla ER...

"Operating cash flow less capex should be positive in every quarter including Q2. As the impact of higher deliveries and cost reduction take full effect, we expect to return to profitability in Q3 and significantly reduce our loss in Q2. "

"We believe we will deliver between 90,000 and 100,000 vehicles in Q2. "

Branding. It doesn't affect the bottom line.

Even if you can, you may or not...

I hope they don't start building it before 2020H2. So by the time they can start working on machinery, China, Semi and MY are kind-of sorted out.

You must be late, I can't see who you're talking to... But I'm trying hard to guess... Well, not really... ;)

We're dealing with trolls here, not bacteria. They use the sunlight with smoke and mirrors to transform pets into imaginary monsters.

Et tu Larry? ;)

Well, the "day trips just got more interesting" remains true... Miguel PeraIv0 on Twitter

Not only big guys, Robin users are also taking advantage of the bargain price: Robintrack

Yeah, I missed that. Thanks!

The hardware makes a difference in terms of inference power. I don't think it makes any difference in terms of data collection. At least directly. Indirectly, the results of the inference would be different if the nn is different, forcing less interventions and changing the data... In any case...

Only FSD payers will be retrofitted. It's their money.

Other wise people pointed in the same direction... I knew it was too good to believe... Thank you for that! Well, I need at least 22K deliveries in Europe (4K in Feb, 18K in March) and 25K in US/Canada/Mexico in March to compensate for that hole! :D

Some sources mention over 23,000 Teslas registered in January in US and 6,000 for February. If that's true, we're talking around 34,000 Teslas registered in US and Canada in Jan-Feb. Add 36,000 (minimum) between China (18K) and Europe (18K) for Q1 and they only need to deliver 10K in...

A couple of interesting reports in that regard: Bloomberg - Are you a robot? Bloomberg - Are you a robot?

I'm under the impression that with the 35K/internet only sales/overall lower prices changes, Tesla has strengthened the shorts/trolls in the short term, and weakened them in the medium-term: By August we'll have much more clarity on sales and margin for these bets. They were bound to happen...

The 35K decision may have been triggered by EAP/FSD being mature enough, MY being ready to be showcased, the company having reached 7K-8K/wk production readiness or all of them together.

Well, I'm Spanish, I live in UK, and the most feasible reason for the disappointing Model 3 sales, IMO, is the current price point. The % of people considering price more important than value/price is higher than in other European countries.

What if they included FSD hardware 3 and FSD software activated, out of the box, as part of the S/X refresh? It would help to differentiate them from Model 3, the additional cost would be close to zero and the perceived value would be really high, provided it's beta-ready. They could roll it out...

It looks like more actors are getting confident with non-LIDAR solutions...

He's got way bigger chances of getting a positive outcome from podcasts/video interviews like this one, even if the interviewer is aggressive or biased, than with crude calls and citations, where no context is provided and they can make "sugar" up easily. So I'm happy if he keeps doing this and...

Something seems to have changed: I'm of the opinion that 1 month ago, the same FUD would have caused the SP to tank. Whereas now it keeps testing the resistance -> Shorts covering + Institutional shareholders FOMO? Take a look here: IBorrow Desk The number of shares available for borrowing in...

Interesting points about new products in the Kara Swisher's interview: "We’re gonna have some other exciting announcements on the stationary storage front. ...We have a large product on the stationary storage side that I think will be very compelling for utility customers." Miguel PeraIv0 on...

I'm under the impression that there are some institutional shareholders buying small chunks and some shorts covering small chunks carefully to try to minimise the impact on the price... But with the current small volume, it must be quite challenging...

He's a smart guy. He'll digest the new information and, eventually, will update his analysis. Maybe tomorrow or maybe once the new chairman and board members are presented.

I respected him then and I continue to respect him now. He's way more thorough than the GS/UBS/JPM/ML/Barclays tribe. Let's be honest, Elon makes way more complicated modelling something that is already complicated... ;)

"We’ve reviewed the mechanics lien documents and they are tiny (i.e., $7.5M in aggregate) with none being “critical” suppliers by any stretch. Nothing for a company that will do over $20 billion in revenues this year." "From a technology standpoint, Tesla is light years ahead of the competition...

Guys, this report is invaluable: https://citronresearch.com/wp-content/uploads/2018/10/Citron-reverses-opinion-on-Tesla-too-compelling-to-ignore.pdf Nothing new for us, but the important thing: A bear that other bears will listen for 5 minutes is raising, one by one, the most relevant points...

Breaking: Oct 17, Tesla (Shanghai) Co., Ltd. successfully acquired 864885 square meters (a total of 1297.32 acres) of industrial land in Q01-05, Shanghai Lingang Equipment Industrial Zone, and officially with Shanghai Planning and Land Resources Administration. $TSLA #TeslaChina vincent on Twitter

Just in: Tesla Shanghai factory land secured "In Chinese. Will retweet Bloomberg or sth when they get to it" Kelvin Yang on Twitter

The information above refers to end of day yesterday (2018-10-08), at a price of ~$255. There were 32.39 shares shorted at $291, around 2018-10-03. That's when it seems that most of the net covering happened. Now I think that smart shorts keep covering and dumb shorts are shorting, so almost no...

$TSLA short interest is $8.16 billion, the 4th largest U.S. short behind $AAPL, $AMZN & $QCOM; 32.58 million shares shorted; 25.55% of float. 1.2 million shares covered over the last week as #Tesla's stock price fell 17%. Shorts up $416 million in mark-to-market October profits Ihor Dusaniwsky...

Are they taking into account mid-terms? My bet is that if the numbers are good, they'll do it on the 30th/31st and if they're not good, on the 6th/7th.

Good that volume was above average today and Friday: If several big dogs are dumping shares to go for safer pastures, they'll finish sooner. How many days until they're gone for good?

Agreed on the institutional selling and careers. On unforced errors, they're probably unforced, but amplified more than it's fair, IMO.

2.4 million shares available for shorting in IB... IBorrow Desk

I cannot tell you how much informative this forum has become since I started using the ignore button with trolls. I don't use it with normal bears. But now that you mention Donn, I haven't seen him around for a while now... ;)