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If I share BuyBacks you mean NVDA call options, then yes count me in. Only half kidding, Elon and the Board both knew how much they were planning to spend on H-100s in FY23.

Let's swing back to this on August 9th.

Do you know what you're missing? Years ago, Elon told us that in the long run everyone will have autonomy, but Tesla's advantage will be in manufacturing. How does that even happen with the competition being based in China with their cheap labor and low environmental standards? Here's the...

B.S. Reuters lied. Elon told us so within the hour of that bear raid, but he cannot comment further during the quiet period. How does a commenter with two weeks on this site get the facts so wrong? Oh, white color criminals are crooks, never doubt that.

Leo wants dividends.

Stan Reynolds would have approved. 😉

Model S was also Motor Trend's Car of the Century. It was declared the best car among all best cars of the year ever announced since the magazine's first publication over 70 years ago. That's how good the Model S is. And you know what, now Model S is a sideshow ! 😽

Today's share price action is about filling the gap to January 25th 2023. The high for that day was $146.41 and that Gap has remained open ever since. Hedgies and wedgies hate gaps the way a bull hates a red flag. If we hit that share price today, then they'll reset their goal to test the next...

I think there's some strong evidence now that at least part of the overall skill that FSD 12 demonstrates comes from annotated map data. Clearly, some users are driving around San Francisco right now without any interventions whatsoever. It seems the more miles that have been accumulated under...

Those lawyers asked for 29 million shares of tsla. Tesla creates those shares, there is no money involved. Further, because Tesla has the ability to create shares at any moment it chooses, there is no need for Tesla to provide any bond in advance of the outcome of the inevitable appeal. And this...

This time, the board of directors is loaded for bear: 🐻

The cybertruck run rate seems to be at right around 1,000 a week. In the last video there were about 900 cyber trucks parked in the West outbound logistics lot and around giga texas. It's pretty clear that that's the number of trucks that were held back from delivery for the week during which...

I'M GOING TO DISNEYLAND! ... now imagine how cool it would be to get pulled over by a Cybertruck cruiser? 👮

Aaron Greenspan's appeal has been rejected by the courts: I will not expand the acronym GFY for Fredtrik; this is a family site. 😉 Cheers!

The size of the fleet, hence data gathering capabilities, is growing exponentially.

Are you attributing this to Elon? smh. It's signed by the Chairman of the Board Robyn Denholm, and sent on behalf of the Board. Further, it states that both Elon and Kimball have recused themselves from this process. As an investor, you should be thinking strategically. Here's my analysis: Elon...

Joe Tegtmeyer posted a new drone video today showing exactly that, with cybertrucks exiting from the new SouthWest door of Giga Texas. The larger question is, do you understand that cyber truck production was never shut down (only deliveries paused for a week) and the Production story was FUD...

"We are Groot". 😂

Tesla BoD speaks on Delaware Court decision: “The Tornetta Court decided, years later, that the CEO pay package was not “entirely fair” to the very same stockholders who voted to approve it — even though approximately 73% of all votes cast by our disinterested stockholders voted to approve...

No downside risk, Max flex. Why the Market gets the Robotaxi - Compact Car story Totally Wrong While most people think Tesla has chosen between Robotaxi and Compact Car, the reality is that Tesla is making one model that is technically so similar it is technically both. Adding controls is a...

Why does this '6 months' trope keep coming up? August 8th is less than 4 months away. It was one of the trolls here that said 6 months, and some people still haven't done the calendar math.

@MC3OZ You're trying to be reasonable. That's why TSLAQ bears will beat you, because they're not constrained by being reasonable, or honest, or factual. Rhetoric is a dirty game. This is a grudge match now, like it or not. Just ask the Delaware Chancery Court, who took 300 million shares from...

Uncle Leo still sucking up TSLA shares like Shanghai noodles:

And you know why it's not possible? Tesla's corporate bylaws include a clause stating that no officer or director can encumber more than 25% of their shareholdings as collateral for loans. Ergo, this theory is falseified, and is debunked by the facts.

FTFY. 😘

What, you're a Seminoles fan? Shouldn't you be a 'Dawg? 😃

LOL, humans drive on 10 watts of brain power. Hint: it's about the software.

2x Pinocchio's. Let's just ignore the cause of two production interruptions in Germany in Q1. Agenda driven reporting, with a patreon!

Report, renew 777 day ban.

Yup, CT prod stopped... 🤣

Autonomy.

Hahaha, I really thought Ford Motor would be the one that poaches Drew Baglino: (not Rivian)

Jus' saying... the end is near (for some people's business / hobby)

Watch Steven Peeters video on YouTube from the last couple of days about FSD approval in Europe being delayed for the indefinite future. Rohan was the Tesla executive that was working closest on this project. Perhaps he sees this ruling as an insurmountable obstacle. And we know that Elon won't...

Pardon, are you still under the impression that the market reacts to what it "should" do? You don't need to look at the news to see what the share price is going to do. Just look at the options open interest, that's all that matters. How are the big boys are positioned for options expiring on...

Hedge funds, via Roth Capital partners and teslack, obvs. Also available on cable financial news TV.

Design work is finished on those products now. That's what Drew was doing, most notably he was the front man for the 4680 development project. Now it's all about production. That's up to Lars for the pilot line now being created in Austin, and then up to Tom Zhu for additional factory...

Most soldiers don't get divorced on their first tour, they get divorced on their second tour when the reality starts to set in for their spouse. Almost no soldiers gets divorced on their third tour. That's because very few are still married on their third tour, and those who are have spouses...

Many people asked why Commander Ryker chose to stay as number one for so many years, when it was clearly overdue for a captain's chair of his own. While Admiral Ryker was responsible for many innovations, most notably the three engine Enterprise - E, his best work will always be remembered as...

Personally, I think Drew didn't want to spend family time commuting to Mumbai. ;)

BlackRock CEO Larry Fink on CNBC 2 days ago called a Tesla an "autonomobile". Reverend Spooner would have been proud, understood implicitly. 😃

3-day settlement is for options, stock sales have two day settlement.

2-Day clearance means that any of those sales had to occur by the close on Thursday last week, not today. Sell today, and you can have your money on Wednesday.

Haha, 'Runge-Kutta': suddenly it's 1990 and I'm doing exterior ballistics calculations on an HP-41 handheld. Who knew there was a one-step partial differential equations method to solve trajectories? Certainly not any of the PHD / math professors at the school I went to. But DND knew. Oh, wasted...

And on the 15th of February 2024 drive Tesla Canada reported that the EPA issued a sales pause order on Tesla Model S and Model Y Performance due to an issue with EPA range ratings. Sales were not allowed to continue until march. Obviously, some sales slid into Q2 and some sales were lost as...

Do you mean 12.3.4? Please be accurate, this will save a lot of confusion in the future when looking back on this archive. TIA.

Yeah, I don't think so. Have you run the numbers? Even at $3,000 per share and $18,000 per robo taxi, building 10 million robotaxis per year would result in dilution of about 60 million shares per year. Are you sure Tesla wants to do that? Further, are you sure that shareholders would want that?

Check the 10-Q on that. Services and Other are profitable right now. Further, Elon has opened up the supercharger Network with the intent of becoming profitable. He aims for a 30% gross margin for the supercharger business. The network is replaceable technology. Competitors already exist, for...

Each business line is self funding. That means energy products pay for r&d and expansion of other energy products. With robotaxi the cash conversion cycle is what matters. Tesla currently receives payment for the cars it manufactures on average 20 days after the car is built. Yet, they do not...

Most likely, it's because you're on a 2024.8.x branch of the car's OS. If that's so you'll have to wait until FSD v12 is released on a car OS that's in a higher revision # than your current version. HTH. http://teslascope.com/software/timeline