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Thanks for this. It makes sense. From the new AMD leak, the picture seems clearer now: HW will be CoWoS that includes Broadcom cpu, AMD gpu and Tesla chip.

Thanks. S/X is not looking good indeed in Norway.

Been busy for a while and haven't tracked all the posts here. But do we have some estimates on the S/X sales and TM3 sales in this quarter? I read a few scattered reports that S/X is not looking good for Netherlands and Norway.

all signs point to battery as a bottleneck right now. when the delivery numbers came out, i was pondering the possibility of energy side surprise because tesla auto didn't produce so many cars. now it appears that battery is the constraint. maxwell acquisition is going to happen. this will...

Numbers are bad. The production rate is low. If we still believe Carsonight's battery numbers, it begs the question: where did the battery go?

This article sheds important light on how tesla is widening its margin on M3: it is just constantly improving. The biggest take away is that Tesla's advancement in manufacturing efficiency is going all the time and if anything stands in its way, Tesla will build it in house and clear the...

Thanks for the link and informative discussion. I have the same question really. Maybe Tesla is strategically holding back because they really see a high possibility of an economic downturn coming up?

My first reaction as well. However, it could be that the logistics of using giant ships are such that instead of having a bunch of cars sitting for a while at ports' parking lots. The reduction creates enough extra demand in the US to absorb those and get delivered without sitting around. For...

I certain can relate having bunch of shares and calls. But gotta take the whole deal. :D

Why do you think Elon and gang don't know the negative side of the effects of reducing the price? If I can venture to guess, this is what is happening. The path to 35K is making progress nicely. Tesla have comfortable margin and can maintain that with the price reduction and it increases the...

Guys, For a long time (at least 4 months, I think) tesla is battery constrained in my view. I have been saying this for a while. Elon was not happy about Panasonic because they dropped the ball during production hell and apparently, they are still not achieving the 35G that was targeted by the...

The line of narrative is wrong. These have not been issues and should not have. The writer is still swimming in a pool outlined by shorts.

I read through it. Hardly a well written article on Tesla to me. Yes, it's relatively positive. But it misses a lot of important points. But its BI, so all is forgiven I guess.

Yeah. Let's not forget these companies are here to make money. They have a system. And, doing honest and solid research and putting it out there are rarely their mode of operation. That's also why they don't do as well as Warren. Don't get me wrong. They suck money into their pockets all right.

While I agree this is probable, this is pure heuristic. I guess you just don't want to miss any chance to make profit in the short term? I'd rather pick up shares and get into calls when it swings up. Seems like a much safer bet.

I picked up 100 shares and took a shower. It gained $10/share.

A few facts: Zach Kirkhorn has been with Tesla for about 9 years. Deepak has 11 years. Zach is 20 years younger. Zach's husband is also a finance guy from a growth company and also from Harvard. Zach has went through nearly everything except the 2008 crisis. He is deeply motivated by Tesla's...

are you pretending to know what it takes to be a CFO on a big company? and further pretending to know that zach doesn't have those qualities? and why you are moving your goal post? i'll stop responding to you. it's not worth my time.

so what? Elon had zero experience for car manufacturing. Finance is not so hard anyway, particularly if you don't need to hide anything. There are plenty of young CFOs for big companies. Why did they choose this guy? because tesla thinks he is qualified.

why it's so bad? Sean McVay is in the Super Bowl. I personally don't think there's a physics rule that 31 yo cannot be a CFO in a 50B company especially there are reasons for that?

SP aside, anyone has any idea about why Deepak would retire now? He is not that old around 56,57? I won't worry about SP given the earnings report today, but I'm curious about his retirement.

A strong fight is still going on. This is probably headlines working their magic. Temporarily.

Dudes, the fundamentals are super bullish. The efficiency is the key and we see that Model 3's efficiency is keep improving and it clears that non-existing threat from the lay-off. It's the economy (of scale), stupid (shorts)!

Looking around TWC, tivoboy is the contrarian for sure. So it's the contrarian of a contrarian.

Is this a pure contrarian play or based on guts?

Awesome pics man!

To be honest, I don't buy this logic. The market has its mechanisms. Wall street is not a monolithic piece of steel. Take the example of Amazon, Jeff didn't care what WS thinks. Sure, people tried to attack and had their moments. But who prevailed? Jeff and the people who bought his vision. Big...

Service deserves attention. But, for a company like Tesla the best questions from stock owners are those on the outlook of the company. The detailed managerial questions can wait. We can find better ways to communicate that to the company. And we should. But Tesla has too many more important...

Even as a physicist, there is a fundamental difference here: human vision is passive while radar and lidar are active. i.e. they send out their own energy to see things. human vision doesn't do that. having said that, radar and lidar can be useful to enhance capabilities of human vision.

great minds think alike, man. see my previous posts. exactly the same logic. All the talk about demand issue just cannot find support from history while this scenario is much more plausible IMO.

if you can find enough dry powder in couch cushions to get some TSLA, congrats! :D

I picked up some shares today, but expecting additional two days of decline while with less magnitude. So no calls for me. Just picking shares for now.

I didn't expect the production cut, but I think some of the points made about battery constraints and production efficiency seem valid. Here your opinion of reduced demand for S/X relied mostly on the observation from user discussions. I am not sure how reliable that is TBH. S/X have been here...

An interesting question: The colorado energy pack cost about 8M dollars for a 4 MegaW. That is 2000/kW. This is way above the car battery. This is either extremely high margin (doubtful) or other cost dominates. Anyone knowledgable about this?

Just a thought: I am shorting GM and Ford as a hedge. Worked nicely so far.

Tesla will do ads someday for sure. In a big way, too. Not now. They don't have the money to do those big ass costly ads.

international = higher mix of high ASPs. Good.

Northern VA is rich AF. I am not surprised. :D

Excellent estimation exercise. I don't know enough about the details. But cost reduction is one important foundation for tesla success, which is my view too.

This guy knows what's up. Tesla is still competing with time to position itself for different sectors of the market. The cutting of staff clearly reflects that and I think it also shows increasing efficiency. Making calls next week for sure.

On the demand issue, my take is this: It is not advisable to look at the demand issue in a static view. That is, total demand for a particular sector of the automobile market every year is more or less stable if the macro is stable. Model 3s have been in the market for about a year. During that...

On the observation part: recently went to Hawthorne to check out SpaceX and TSLA design studio. The pollution in LA was quite awful. LA definitely needs more Tesla particularly SR M3!

same boat. Just picked some shares and didn't make calls. however, i won't count good entry points out next week just yet.

TSLA often decouples with the broad market. I wouldn't worry about it. Picked up some shares today. Getting ready to make some calls next week. :D

Oops, testing 300 happened today. bought some stocks. expecting it to go down further. plan to get calls when it does that.

dudes, here's my take on the lay-off and statement from tesla: 1. without the news, I expected the price to come down anyway. of course, i am talking about short-term. now it is coming down in a hurry. 2. letting about 3000 contractors/temp worker go further confirms the production issue is...

Me too. Like your super bottle :D

This is probably ignorance on Sandy's part. The halfbach magnets have been used in accelerators for a long time. I think the major part of the improvements is in the power electronics that control the winding current to achieve efficiency, reduce noise, increase driving performance etc. I could...

Agreed. It's almost certainly fake.

Why all the dislikes? What this post says is true. The architecture is pretty old and well understood. It's however still very useful nonetheless. The bit on jimmy_d I am not familiar.