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  1. ClimateOptimst

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

    I and most of my social circle have multiple graduate degrees and work as scientists in the biological sciences. I've owned the stock for 6+ years and will hold most of it for the longterm, despite Elon, because the mission related to climate change is paramount. Two of my friends that I...
  2. ClimateOptimst

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

    I suspect they will offer extended ranges once the competition is serious enough to force them to do so, and battery supplies and chemistries enable it. But for several more years at least they won't. A 500 mile range is a minimum where we are in the American charging desert of the Rocky...
  3. ClimateOptimst

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

    Indeed, here in Idaho's charging desert, the state put out plans/received bids for their first 3-4 charging stations last summer. Hopefully they'll be built by the end of next year and it's just the first round of a more extensive buildout of stations in subsequent years. The problem with the...
  4. ClimateOptimst

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

    If I were going to get the CT--made a reservation 4 years ago but have decided against it--and wanted some extra range to operate in remote areas with few superchargers, and didn't want to cough up $16k while losing 1/3rd of my bed storage to the range extender battery, I'd get a small gas...
  5. ClimateOptimst

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

    & that assumes you're operating in a good temperature range. During cold parts of the year you can knock another 20-30% off that. Then look at the sparse distribution of superchargers in most of the US (away from the two coasts) and it's easy to understand why a 500 mile range would be desirable...
  6. ClimateOptimst

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

    I gotta say, as someone who camps a lot in many weather conditions throughout the year, roof-top tents are about the stupidest thing I've ever seen. Pay thousands to expose yourself to the wind on top of the vehicle, and/or make getting out of the tent in the middle of the night an...
  7. ClimateOptimst

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

    Minus the $7500 tax credit since the base price of the truck is less than the $80k limit
  8. ClimateOptimst

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

    I was afraid it would be as lame as the semi delivery event and it was. No word on key parameters such as pricing, range, production, etc that would be rather useful to know.
  9. ClimateOptimst

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

    It will mostly depend on pricing and performance. If it has the ~500 mile range that was originally advertised & upfront costs are comparable to those of traditional pickups (I'm hoping for $80,000 so it qualifies for the tax credit), then even the most conservative truck owners will eventually...
  10. ClimateOptimst

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

    I think "finally" delivering cybertrucks will provide a nice sugar high short term bump for the stock but after that passes it's hard for me to see it having a durable effect on the stock price until true volumes come, hopefully in 2025. With a painstaking ramp, I'm assuming they produce ~50,000...
  11. ClimateOptimst

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

    Pretty sure Cosmaself is aware of the value of a visionary leader given his previous profession. But over the lifespan of any long enduring company, different leadership traits & leaders may best serve the company at specific times and maximize the cumulative return to shareholders. Dunno if a...
  12. ClimateOptimst

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

    Will be an interesting P&D report a week from now. Recall heading into this quarter that Tesla had about 100k cars in inventory (based on a review of Rob Mauer's podcasts). That should buffer against the production decline from Austin & elsewhere, and if we deliver more cars than were produced...
  13. ClimateOptimst

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

    TITAN is likely the books name, documenting the life of J.D. Rockefeller and rise of Standard Oil. Worth a read as in some ways it foreshadows where the Musk & Tesla story may be headed. History doesn't repeat itself but understanding how it rhymes is oftentimes useful...
  14. ClimateOptimst

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

    Don’t think I’ve seen this detailed walkaround video of the interior/exterior of the beta Cybertruck from Tesla Daily posted yet. Fit & finish are looking great, no more yoke steering wheel, etc.—this sucker looks ready to start revolutionizing the truck segment.
  15. ClimateOptimst

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

    All i know is that: <1 month from now there will be a semi-delivery event and official start to deliveries of new vehicle that will grow to dominate its market sector in the following years; <2 months from now there will be a massive, record setting P&D report; <3 months from now a massive...
  16. ClimateOptimst

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

    Electrek has a few articles saying the Nevada line will be capable of producing 5 trucks/week. There was a more recent article at Teslarati (I tried to find it again but couldn't) saying they'd talked to sources and the line would produce 3 trucks/week & was largely manual assembly. If true...
  17. ClimateOptimst

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

    So I have a friend who received notice over the weekend of his Model Y delivery date for this week. He has to travel cross state to pick it up. Should he drag his feet for a few days in an attempt to pick it up after the Inflation Act is signed by Biden, assuming they get it through the House...
  18. ClimateOptimst

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

    True currently when all available tesla models are sedans but dominating the truck market starting next year will require expanded supercharger options in large parts of most non-coastal states. I've had a cybertruck on order since day 1 but if it were available today I wouldn't get one because...
  19. ClimateOptimst

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

    Thing that greatly reduced our payback time on our house solar install in the Northwest where electricity is also cheap ($0.08/kw) was slightly overbuilding the system so it also powers the wife's MY. My rough payback calcs went from 30 years to 10 years, and that was before the recent gas price...
  20. ClimateOptimst

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

    Also important to realize most people don't care about what's tweeted on Twitter, or the fake dramas the MSM gins up for clicks. Retail investors also don't move the needle on tsla stock price relative to big money funds and were going through a short term market revaluation along tesla's...
  21. ClimateOptimst

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

    No crap. That's why as a federal scientist studying the effects of climate change on endangered species I put all I had in tesla 4 years ago once I saw Elon had the right vision and was executing on it. Been trying to talk my peers into doing the same for years. Some got sick of hearing me talk...
  22. ClimateOptimst

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

    Seems the TSLA baby's being thrown out with the bathwater the last week or so, so had to buy some call options today with expiry at various points over the next year. Who's with me?
  23. ClimateOptimst

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

    Wow. what a blast from the CareBear past. good to see you again FirebirdAlpha. We're all much richer now than we were during your best posting year around 2019. If only we'd listened to your advice back then.../s
  24. ClimateOptimst

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

    https://twitter.com/i/events/1504725922917801989 StarLink already paying dividends for Ukrainian's drone combat teams... "Aerorozvidka most sophisticated drones are connected using Starlink, a system donated by Elon Musk that uses satellites in a low orbit to enable “high data rate” activities"
  25. ClimateOptimst

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

    here in Idaho we've perfected the means of growing and transporting potatoes. But to be fair, I really think we should be able to pay for our plaids based on total potato mass rather than number...
  26. ClimateOptimst

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

    +WY, MT, ID, UT, NV, eastern OR & WA.
  27. ClimateOptimst

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

    More Y's gushing out of Giga Austin...
  28. ClimateOptimst

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

    No, time to load up was years ago when Tesla was scaling production for the Model 3 that had a waiting list around the block and the stock hadn't broken out yet. Or many years prior to that by the many wise ones who invested and helped Tesla through a longterm trial by fire. Everything now is...
  29. ClimateOptimst

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

    how about some good news? let's keep our eyes on the prize
  30. ClimateOptimst

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

    Tesla Energy isn't the only thing currently discounted in the present day stock price. Dominating autoinsurance someday should be another lucrative revenue source at some point...
  31. ClimateOptimst

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

    & I would just add too as someone with a perspective on the magnitude of the problem & opportunities climate change presents, don't sweat the details and worry much about short or even medium term variability in the stock price unless something changes about the fundamentals of the company...
  32. ClimateOptimst

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

    Much the same here. I've been doing research for the US government on the ecological effects of climate change since 2006, had come to the conclusion several years ago that no government policies were going to move the needle on solving the existential crisis we face but that the global...
  33. ClimateOptimst

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

    I think it's to help cool the massive supercomputer contained in his cranium
  34. ClimateOptimst

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

    Even the atmosphere is pulling for Tesla. CO2 ppm is almost...420
  35. ClimateOptimst

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

    Sweet. In the relative backwater of Boise, Idaho I usually see 3-4 Teslas on my drive into work. Today set a new record with 8 spotted on the way in. Can't imagine how common they'll be in a few years with Austin coming online. I surprised my wife with our first Tesla (a Y) for her bday a few...
  36. ClimateOptimst

    Off topic galore

    I agree but I think it's hard yet to identify who will be the Tesla in this new industry. Keeping an eye on it though. Last two major investments I want to make are in Starlink & an as of yet unknown in the synthetic meat arena
  37. ClimateOptimst

    Off topic galore

    As a federal research ecologist, your conclusion here is wrong on many levels. There will be no biodiversity left to collapse unless we first get climate change under control. Doing so via a clean energy revolution will also eliminate the majority of environmentally destructive fossil fuel...
  38. ClimateOptimst

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

    Just adds to the pressure cooker and eventually the lid blows off again. Impossible to predict exactly when only that there will be a when
  39. ClimateOptimst

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

    Best comment i saw on the interview with Buttigieg about Tesla's omission was "would've been super awkward to invite a wolf to a gathering of sheep"
  40. ClimateOptimst

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

    Wife got her bday M-Y surprise today & was agog for several minutes as her mind raced to understand that she now owned a tesla. She’d never sat in or driven one until today so I had my fingers crossed that she’d like it. About 5 minutes into the first drive she was ready to sell her current car...
  41. ClimateOptimst

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

    Picked up the first Tesla today at a new service/delivery center in Boise, Idaho. it's a Model Y surprise for the wife's bday this weekend. She barely knows what a Tesla is, or that the company has secured our early retirement so I'm hoping it doesn't shock her into a catatonic state when I...
  42. ClimateOptimst

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

    So that when I retire early I can do so with a clear conscious, I've made it a point over the last few years to make the case for investing in Tesla to all of my friends and acquaintances that do a bit of retail investing. Probably 10 people I've tried to convince, but only 3 of them tried to...
  43. ClimateOptimst

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

    Yes, exactly but Munro will take awhile. So in the interim, for anyone still wondering, watch Jordan Giesige's excellent hour long wrap up video at the Limiting Factor that he posted yesterday. It summarizes the 18 months of in-depth research he's done pre-/post battery day. It will a) pump you...
  44. ClimateOptimst

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

    Lovely short term buying opportunity from bipolar market man today. Sale won't last long though...
  45. ClimateOptimst

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

    Agree 100%. Let's all not worry, be happy. Stock price today in presplit dollars is $2,900 for cripes sake & far beyond what most of us would have predicted a year ago. Six months or a year or 2 years from now there's a high probability it will be much higher than that. Now going back to life...
  46. ClimateOptimst

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

    With today's Electrek article providing another data point that Tesla is being inundated by orders, I pulled the trigger on a Model Y order to make sure it's here in plenty of time to surprise my wife on her birthday in several months. She's never even contemplated owning a Tesla or ridden in...
  47. ClimateOptimst

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

    Great hour long interview with Elon to celebrate Earth Day & talk about the $100M Xprize he's sponsoring to develop economical carbon sequestration technologies. Man is in a good mood & that's usually a sign things are going well...