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

    https://www.youtube.com/live/KmGaAcWbRMk?feature=share Was just watching this Shanghai GF walkthrough video made by Chinese state media, and at 19:35 the news anchor just said “now we are seeing Giga 2, not just the Giga 1”, when she was boasting “Shanghai had helped Tesla in many ways…” Wait...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    “NHTSA announced recall of most cars manufactured since 1910, new research found cars could go over speed limits if driver press acceleration paddles for too long, increasing risk of crash. All vehicles capable of going over 75mph would be retrofitted with a speed limiter to improve public...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think when those cars were traded in to Tesla, they would remove the original FSD, and if they add FSD again in resale it would carry the new definition. So, I am actually wondering how many of those OG FSD are still out there never traded in to Tesla, and what would happen to them eventually.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Conspiracy theory: Elon was trying to crash the stonk to margin call uncle Leo, and squeeze him out. But uncle Leo scrambled more resources than Elon calculated.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Couldn’t believe there are still shorts when Elon can tweet like this anytime and no one would know what it even means. I could totally understand why shorts are so angry and it’s not healthy. Btw, just want to leave a post on this page,😎
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Option IV shooting up, starting to get a feeling that random mega pack guy is not just a random guy…
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Unpopular opinion, please change my mind: Elon was intentionally crashing TSLA. Steps: Repeatedly saying recession is coming Go on a random Twitter space and say when recession comes, Tesla will go low margin or even negative margin to keep growth and FCF, tell people to go off margin, at...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Especially when it only goes up to 240, not nearly far OTM enough…
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The chart looks eerily similar to Oct28, history always repeats, brace for Elon to come in next week and sell a few billion worth to break the stock. Oh he said he’s not going to sell? Don’t fall for that, he’s a liar, everybody knows that. 😎 /s
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sand Munro going to interview Elon again soon: Is Elon ready to spill some beans about Cyber Truck? Maybe even gen3 platform?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Happy new year everyone! Hope 2023 would treat everyone better than the past year. While we are waiting for Q4 delivery numbers, I had a few unrelated thoughts: On Model Y 5 seat credit in US, I am not a tiny bit worried. Yes I am mad many plug-in hybrid made to the list, but I am not worried...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Base model Y was priced just below the threshold to get incentives, even choosing colors would cross the bar and lose qualification. So orders for this month probably are all bare base models. I would not be surprised if they shift some capacity to model 3 if more options makes it higher...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    On one hand, I would like Service to have good loaners so it can double as longer term test drives, personal experience of driving a Y with broken front speakers certainly left bad impressions for the wife. On the other hand, people who drive loaners are already on board and don’t need test...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apple is built on Steve Jobs realizing “other people are not smarter than you are”. Musk industries are built on realizing established interests are just mud walls that can not stop the flood of technology advances. Whenever there is shady behavior by established interests, there is big...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Haha I could translate from the English back to Chinese and understand what he actually means:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Found this: Tesla brand now valued at 48b, which is 1/10th of apple’s brand value. And more than Tesla’s total market cap during most part of 2019. Do you really believe the brand was worth that much less 3 years ago? Another reflection of the absurdity of 2019 SP, and the underestimated brand...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting, no FSD pricing change for this milestone, maybe will happen when V11, definitely will happen when FSD gets out of beta.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think this is talking more about value of the existing fleet, which probably means a significant increase of FSD pricing. But Elon usually give heads up before FSD pricing goes up, but not this time given numerous opportunities too do so. Which leads me to believe this time they are going to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    *ACTION REQUIRED* Your “antitrust and compliance” training is overdue. Quick reminder: Tesla doesn’t compete in EV market, it competes in few segments of global transportation, energy, IT, labor markets. In each market segment, Tesla faces strong competition from competitors with greater...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No point to argue, Elon embraced dark side. Anyone who drives a Tesla is supporting dark side too. Tesla brand down the drain. No one would buy Tesla cars anymore, current owners would be ashamed to drive it and would trade it for an ICE in a heartbeat. Millions of Teslas would be torched when...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Anyone close to Crypto can share whether TSLA could have any exposure if a full scale Crypto meltdown happens? My impression is for retail Crypto and stocks are very isolated. As far as I know no exchange allowed using Crypto as collateral to buy stocks. So even if a meltdown happen, it would...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla should send an intern to sit down with Aptera to form a “International Open Charging Industry Consortium” and release the SuperCharger plug as an open industry standard. Elon should also grant this intern a special pass to create acronyms as cryptic as possible. Only this way others...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Got this in my inbox, couldn’t resist to share the good news with you:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And they would mention “it’s unclear whether the vehicle is equipped with FSD beta, or whether Autopilot were engaged at the time of the incident”, also “we would likely see more of such crashes before autonomous driving software matures”.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I learned something new from Elon Musk Show: Elon’s father had owned many of the most iconic cars in automotive history, and Elon had been wrenching on them when he lived with him. The dialogue only mentioned brand not models, but picture showed ones like Porsche 156, Benz SL, Ferrari 250... 🤯...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No you can not say they are comparable just because they have same 0-60, or same size, or same weight. Many low cost cars are nice skin covering crappy chassis fitted with the cheapest suspension system possible. Safe enough to barely get a five star rating but not a tiny bit more. Not saying...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here is what it’s like for Chinese “competition” after Tesla lowered price back to where they were a few months ago. “Of all the EV brands, Tesla is the only one can increase/decrease prices at will(without hurting brand perception)” Feels funny some people fall for that manufactured excuse...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That looks like some good exercise, now he strong enough to lift that overhang?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Now I got it why GLJ (or GLI?) devoted his talent to the fight. Tesla is the cancer, it just spreads and messes up the perfect world we had. So bad we are already in late stages. /s
  30. P

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

    Elon selling? LMAO So lucky to have you guys around! 😍
  31. P

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

    I guess some people just likes to drive/ride dangerously instead of taking the gondola.
  32. P

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

    Not sure whether I am the one driving or the one screaming though. :cool:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Starship could have an orbital test soon but Elon is back in Bay Area. How do you read this? Final FSD bash to make sure it ships before end of year? Optimus? Dojo? Kato road? Some other things we don’t know? Or, is it simply stating whenever he is in Bay Area he would be couch surfing?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Also interesting they always mock Longs for “losing” 50% since ATH, but never boast how much they made shorting 2022. Oh right, most longs are still up 10x, even at this level. But they lost all their fund 2 years ago and have no skin in the game anymore, haha the irony.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I made the mistake to take a look at TSLAQ again: They used to wait for 10Q to see whether the profit is “real”(excluding credits). Now they just need to look at the slides to conclude the book is all cooked. “Such a fraud you don’t need your last name to be Burry to figure out.” :eek:🤬
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Weekend OT: Base free color should be “random”, Tesla can deliver whichever they have on the lot, and we don’t get that many white ones around. Win-win, also, delivery day gets more existing, “which color will I get?” 😈
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why is the floor elevated off the ground? Was it pre-fabed then dropped in place same as they do the charging stalls and cabinets? Is this the path Tesla going to take to get into pre-fab home market? I have so many questions…🤯
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Have we all agreed on the third vehicle platform is going’s to be a Cyber Hatchback? To me that makes all the sense, it’s going to be the platform for RoboTaxi, dent/rust resistant stainless steel chassis will make running cost low too. If that’s not the solution, how the hell you could build...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My thoughts on the biggest takeaway from the earnings call: Elon suddenly sees path to 4T “for the first time”, this is unusual, we saw path to 10T long ago, why he only sees it now? Something big is brewing. Could be FSD really close, or Energy scaling to insanely big, we know it’s not...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Again a very good analysis! My layman’s reasoning: Legacy OEM’s R&D are mostly used for refreshing models every few years, those R&D hardly has any residual value outside of specific model’s lifespan.(Most reusable components are outsourced to suppliers) While Tesla’s R&D is mainly towards...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    To their defense, there was 20% charging stalls no one was using, so it’s not a high usage site, there is no point limiting slow charging or enforcing idle fees. /s
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Weekend thoughts after seeing all those nuclear war FUD, if that ever happens, guess which company is already working on an air-tight off-road truck that doesn’t need gas to run?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon liked this tweet yesterday: IIRC not the first time he liked this style of cars. Damn he keep giving me hope for a Cyber Roadster. Don’t need sub 2sec performance, just make a low-to-the-ground Cyber shell, jam in Model 3 guts, castings + structural pack, same screen and seats etc, make...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And that’s before he sold almost all his houses in CA for a fat profit, which was probably what those margin loans were used for in the first place. Seriously Elon is gonna get margin called for few hundred millions of loans when he has billions of cash in hand? Ones that rehash this point is...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This scares me, the whole world is gonna turn against Elon and no one would buy Tesla anymore, thousands of Teslas will be smashed and torched, any owner dare to defend their property be beaten to death. Will sell all my TSLA first thing tomorrow! /s
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    Off topic galore

    Wait till Elon start doing power transmission satellites:
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    About stock buy back, I think after Q3 it would become increasingly clear they are raking in more cash than they know what to do with. They projected 12-18 months of global economy slowdown, so unlikely they would start many new GFs beside the one they were going to announce end of this year...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    6x6 Heavy Duty CyberTruck for 30% off, which probably brings it down to the same price as the top of the line 4wd, I want one. If I have to start a construction company to have one, then so be it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am not challenging your valuation model, I disagree with your market share assumptions you based your valuations on. You can not say just because Chinese are releasing more models and building more capacities they would be able to drop Tesla’s sales by 25% and margin by 30%. That depends on...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I disagree, Tesla’s 20M target in 2030 already modeled strong Chinese competition, heck, they might have only modeled Chinese competition. Chinese will eventually flood world markets with EVs in all caliber, this is not news to Tesla, and should not suddenly lower their projections by 25%...