Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Search results

  1. Khamul

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

    From Barrons.com: GM Stock Is a Buy. The Company Is Quickly Becoming a Major EV Player. "Several factors play into the bullish case for GM—with a key part being that the automaker plans to double its revenue to about $300 billion by 2030. Nearly a third of those sales, GM predicts, will come...
  2. Khamul

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

    I saw it posted somewhere, possible Alex Voigt on twitter, that the cars could be sold, but not before the final permit has been issued. I think it was a german official that said it.
  3. Khamul

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

    There’s been some talk about Joe Justice and his merits or lack thereof. On r/teslainvestorsclub, someone who claims to have worked at Tesla for 4 years claims that JJ is wildly exaggerating. His comments are worth reading just for the general info on management structure, and the differences...
  4. Khamul

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

    Does anyone have the link to the decryptor?
  5. Khamul

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

    His oldest two kids must also be nearing the age when they start university.
  6. Khamul

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

    At this rate we'll reach a full Krugerrand eyebrow raise today!
  7. Khamul

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

    I’ve been thinking, maybe we’re not as good as we thought we were. I mean, stealing candy from a kid is unquestionably despicably and mean, and yet here we are, taking money from people like this guy. It’s like we’re stealing candy from a badly mentally disabled and paralyzed baby.
  8. Khamul

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

    I found this tweet in relation to the news that VW will have to lay off up to 30.000 workers: The article itself is paywalled, so I can't verify it, but it's news to me that VW is considering casting bodies from one piece. The whole thread is very informative.
  9. Khamul

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

    Forget Fords loan plans. THIS is why they're up!: (Yes, it's real. The QR code takes you here, there's no date, but it says 2021)
  10. Khamul

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

    And just for good measure, when asked for his source:
  11. Khamul

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

    Alex Voigt has this very interesting bit of info: According to a credible source with access to VW's order book, about 70-80% of weak deliveries are due to demand constraints and not semiconductor shortages (supply constraints) This is likely the case with other automakers too More about this...
  12. Khamul

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

    I haven’t seen this linked: Agile at Tesla, by Joe Justice Joe is apparently a big name in agile, and in this video he details how Tesla does agile. I recommend watching it, there are a lot of details, including how Elon works at Tesla, plus some SpaceX stuff in the end (which is still...
  13. Khamul

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

    Something scary has happened: the Guardian has a positive - actually, really, really positive - article about Elon. What is the world coming to?! There's nothing new in it, but I liked it. ‘The smartest person in any room anywhere’: in defence of Elon Musk, by Douglas Coupland
  14. Khamul

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

    Speaking of Nikola, does anyone know what the state of their lawsuit against Tesla is? You know the one where they claim that Tesla has stolen their truck design for the semi. It's been very long since I've heard or seen anything about it.
  15. Khamul

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

    Maybe it's this? BREAKING: Tesla Finally Finds Its Way to the S&P 500 ESG Index. Edit: Put in a link to a proper article.
  16. Khamul

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

    "In Q1, we were able to navigate through global chip supply shortage issues in part by pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers."
  17. Khamul

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

    No, people are saying to Ford and consumer reports that anybody can make any car move by putting a brick on the speeder pedal. Basically just saying that it's all rubbish.
  18. Khamul

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

    So, the Ford CEO has retweeted the Consumer Reports "test" 🤨🙄 What's more though, the vast majority of the replies are on Teslas side, and they keep tweeting about this here universal defeat device called a brick, which can defeat even a Ford car.
  19. Khamul

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

    Exactly! Latest news is that SpaceX won! Not official yet though.
  20. Khamul

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

    In Space land, it's getting hot: the downselect for Human Landing System* has, according to Eric Berger, been made. It may or may not be announced today, but it's going to be big. Really big. I'm crossing fingers for as big as Super Heavy + starship. If SpaceX wins it's going to influence TSLA...
  21. Khamul

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

    Re: the moon tweet, I really doubt it's referring to SpaceX. Starship might - *might* - go to the moon late next year, but a lot of stuff have to go right before then, including heat shields and orbital refueling, both untested so far. So I think even if you have a very variable definition of...
  22. Khamul

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

    Also SpaceX, but I just fell over this very interesting tidbit: To keep up with global demand, SpaceX is breaking ground on a new, state of the art manufacturing facility in Austin, TX. Seems like Austin is going to become a Musk Enterprises stronghold. The above book is highly recommended btw...
  23. Khamul

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

    Here's a video from Sandy Munro, providing some background on his interview with Elon. It's mostly focused on SpaceX, but there's some nice bits on why Elon completely beats every other CEO. That bit is from 6:20 onward.
  24. Khamul

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

    On reddit there's this thread in r/murderedbywords: It is simply filled to the brim with comments about Teslas, solar roof, power walls, camp mode, games in the car, EVs and very few negative comments. It just keeps going. It's one long organic ad. I wonder how much you'd have to pay to get...
  25. Khamul

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

    I saw someone on reddit say that the journalist misunderstood, and that an Y every two minutes 24-7 was the goal, but that currently they only had one shift working on the Y.
  26. Khamul

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

    Some actually positive EV news from Denmark: an interprofessionel agreement among most charging point companies in Denmark (minus Tesla) have agreed to put up 20 000 new chargers before 2025. 20k destination chargers, 2k fast and 1k really fast (I can't recall what they're called in English)...
  27. Khamul

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

    Agreed, it’s complete bollocks. I read all EV articles on the danish engineering unions newspage, and it’s amazing and frankly scary how misguided most comments are. Instead of EVs, people there claim that we should just - “just” - electrify all roads, or use hydrogen or what about when you have...
  28. Khamul

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

    Whenever Elon says he’s offline for “a while”, it means between 12 and 48 hours, maximum :D:rolleyes: Anyway, here’s a small, fun thing: In Sweden, they’re working on a project on electrical highways, så semis can charge while driving. In Swedish electricity is called “el”. But in tech...
  29. Khamul

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

    That was awesome. SpaceX had a view on their stream from right below Starship - that was pretty terrifying to watch as it came down and it became clear that it wouldn't be able to right itself lol. Anyway, pad looks to be OK, SN10 looks to be OK, the problem seemed to be with one of the engines...
  30. Khamul

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

    Half an hour to SN9 flight. Some idiot in a truck was hidden in the forbidden area, and had to be escorted out by the police. Edit: trivent now. Launch should be at xx:25-ish, in 12 minutes https://www.youtube.com/watch?v=wfHqbahPKpY&feature=youtu.be
  31. Khamul

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

    SN9 is set to fly today, early afternoon Texas time if it goes as planned. They got the FAA approval and everything else that's needed. Now to cross fingers
  32. Khamul

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

    Now this is interesting! It's from Munro Live: "Sandy and Cory had a chance to visit Boca Chica, TX. They were hoping to see SN9 launch. They got a chance to tour SpaceX and meet Elon. much More to come next week."
  33. Khamul

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

    [FSD Beta 8.1] Sandy Munro’s first reaction to This experience
  34. Khamul

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

    In case anyone is also following TSLA on reddit, there's been some shenanigans - bans and stuff - in r/teslainvestorsclub, leading to a new sub called r/TSLALounge. It seems like a lot of the oldtimers there have moved to the new sub.
  35. Khamul

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

    SN9's flight is the real entertainment today. FAA hasn't approved the flight, but SpaceX has still been fueling the rocket; Elon is on the phone with FAA; one guy is reporting on twitter that FAA has approved it, then a couple minutes later SN9 starts depressing (ie aborting). THEN a local...
  36. Khamul

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

    PLEASE DO NOT POST FAKE LINKS TO Q4 RESULTS It's not funny, and people will be very angry.
  37. Khamul

    GME and AMC stock action (out of main)

    You're probably right, but then there's threads like this heavily upvoted, awarded post: "Curious why Papa Elon is shilling $GME? It’s because Melvin Capital shorted $TSLA for years and bragged about it", which ends with "$GME to the , then profits back to a safe store of value: $TSLA."
  38. Khamul

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

    https://twitter.com/truth_tesla/status/1354062753238020096
  39. Khamul

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

    Meanwhile at SpaceX: SN9 is posed to fly sometime this afternoon. It passed the flight readiness review, but they have a few things to check up on before it flies, so I'm expecting at least a couple hours, and likely more, before anything happens. Anyone interested in tank watching can do so...
  40. Khamul

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

    Elon has been gaining twitter followers at an amazing rate the last week or two. It's not that many days ago that he was at 42m, now he's at 42.34m. It might be because of the worlds richest person thing, but I'm a bit surprised by it. Edit: grammar.
  41. Khamul

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

    And that's without us poor Europeans not being able to invest in them. Really, really wish I could. Nevertheless, very impressive and encouraging.
  42. Khamul

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

    Køb så det allerhelvedes kursdyk!
  43. Khamul

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

    Between Krugerrand's Mom and Sarajah the Prophet I'm pretty sure we'll keep go up for a good while.
  44. Khamul

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

    Could we please keep the politics to twitter, reddit, facebook or wherever, please. You know all the political posts will be deleted anyway, and the mods will be cross.