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  1. F

    Discussion of New Platform for Model Y

    Hey gang. So last night on the Tesla Q1 F2017 conference call Elon said that there would be a "step change" in manufacturing efficiency when the Model Y comes out. For context, and for those who haven't heard the call yet, this was brought up during a discussion of Model 3. Elon and JB were...
  2. E

    Model Y Line - Where?

    Fremont will be full, so I think Nevada.
  3. M

    From potential Tesla customer to buying put options

    Sorry for the long and rambling thread. I just made my first foray into options trading, buying January 2019 put options on TSLA. Since I was previously highly positive on Tesla and was about to place an order for one a few years ago, I thought I would post the reasons why I think TSLA will...
  4. TMC Staff

    Blog Tesla Doubles Revenue, Model 3 On Track for July

    A record number of deliveries helped Tesla more than double revenue in the first quarter, though it posted greater losses than expected, according to the company’s earnings update. Vehicle production increased by 64 percent from this time last year, setting a quarterly record of 25,051...
  5. D

    Tesla shareholders will have access to Spacex IPO.

    Holy .......! Teslaraty just posted an article claiming Tesla shareholder with more than $10000 in stock will have access to Spacex IPO shares. Soon! Can some one post the link for others please?
  6. Z

    Tesla Inventory Price Trends after Product Upgrades

    I sold off my 2013 Model S and am contemplating selling my AP 1.0 70D. My hypothesis is that Tesla will announce some significant upgrades to the Model S and Model X vehicles in order to make them more compelling once the Model 3 is revealed. I have been watching inventory vehicles and they...
  7. N

    MSFT or AMZN?

    In terms of other high-potential growth stories in tech, Microsoft and Amazon fit the bill. The question is which has more upside? The common thought is Amazon and I was inclined to agree prior to earnings last week. AMZN results were impressive and it's surely not done growing but the driver...
  8. S

    Elon's model 3 comments

    so one of the things that has been bugging me since the 4Q 2016 earnings call was elon's comments about the model 3 when pressed about a final reveal -- here is the exchange with the analysts: "It's going to be pretty close to what I showed at the Model 3 unveiling, but with more polish and...
  9. S

    Upcoming Catalysts

    while i historically haven't been a frequent poster, i've enjoyed contributing to the Q1 2017 thread, and i have been thinking for a while that it would be helpful to have one place where we could keep track of upcoming catalysts that could impact TSLA (whether positively or negatively); ideally...
  10. R

    FWIW Nissan LEAF 2 battery cost (target?) $90/kWh

    its behind a paywall, in Japanese, 10,000 yen / kWh エコカーの本命は「なぜPHEVか」 日産、エンジン並EVを20年頃投入
  11. lorih

    Shareholders meeting 2017 group lunch

    Thinking of organizing the annual group lunch after shareholders meeting June 6th 2017. Anyone interested? We usually meetup for price fixed menu and hangout for 2-4 hours (or until people get tired...we never seems to run out of conversation). I with contact restaurant and arrange details if...
  12. farzyness

    Implications of a flawless Model 3 launch and ramp to stock price

    I would like to explore the possibility of stock price in the next 6 months to 2 years if the Model 3 launch and ramp is fully successful. Every analyst I see covering the stock has the Model 3 launch either a) not happening b) super slow with an incredibly slow ramp c) slow with their 500k...
  13. Garlan Garner

    Looks Like GM isn't playing nice w/ President concerning (EV) jobs.

    If I can remember correctly.....the president promised to bring jobs back to America. Am I correct? GM turns to China for electric vehicle production Well, I guess profits are profits......no matter what. LOL
  14. kenliles

    Neuralink

    Discussion thread for Elon's new venture Neuralink And its potential cross relation to Tesla (and SpaceX) Here's the just published White Paper Neuralink and the Brain's Magical Future - Wait But Why
  15. Buddyroe

    What Does the Sudden slow-down of the Supercharger Build Out Mean to the M3?

    I recall in March 2016 that Musk said Tesla would double the number of Superchargers by the end of 2017. "By the end of next year, we will double the number of Superchargers and quadruple the number of Destination Chargers," Musk said at the Model 3 unveiling event on March 31. Tesla's...
  16. D

    Tesla - A Ponzi Scheme?

    All the shorts, naysayers and legacy auto investors/supports fear Tesla and do whatever they can to will, wish and hope for Tesla failure. Ponzi Scheme is a label often used. This feedback from seeking alpha is great in pushing back these hopeless fanatics of the old car world: Randy...
  17. T

    My Holding + Trading Approach

    I will share my approach on TSLA. It's easy to implement and worked well for me in the past. This "Holding + Trading" approach prevents me from buying high and selling low. 90% for long term investment. Buy and hold only, I expect many fold gain in the next 15 years. 20% for trading. It's for...
  18. T

    The future competition for Tesla - and what about Apple?

    Today I read this article A Primer: Electric Car Competition For Tesla 2017-2020 - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha about tesla's coming competition in the following years. Why will Tesla win the battle vs all the other giant car companies in the EV sector? And what about the Apple...
  19. N

    Hedge for July?

    I am long TSLA (quite heavily so relative to the size of my portfolio) and very much looking forward to a PxxDL Model 3 so I don't fall into this camp but we've seen a lot of negativity on TMC lately regarding the upcoming vehicle. Of course, most of us here are the die-hard fans with...
  20. S

    Impact on Tesla of a sudden stock market crash (and economic crisis like in 2008)

    Some people say we're not even in bubble territory (even Warren Buffett), while other indicators show that the market is pretty overvalued (PER, through Shiller analysis). But as it is better to prevent rather than cure. Do you think Tesla would survive a 2008 like market crash in the next 2...
  21. BornToFly

    Don't e-file your taxes with Turbo Tax!!

    Apparently, when you e-file this year with Turbo Tax, your refund goes through the Santa Barbara Tax Products Group. They will send you an email saying that there is unusual activity with your account, and you need to upload photo I.D.. Even though it is supposed to take less than 7 days...
  22. Yonki

    Fully Paid Lending - Where to report on US Tax Return?

    It's time to pay the piper for all that interest the shorts were kind enough to give me last year. Does anyone know where we're supposed to report it?
  23. S

    2017Q1 results

    This thread discusses 2017Q1 results. To start the discussion of, here is my model for profit for the automotive side of TSLA. To stress again, the below is strictly for the automotive side of TSLA. The energy side is just too complicated and in flux for me to model. Some of the issues : the...
  24. MitchJi

    Battery Pack Costs Plus Overlooked or Underappreciated Items from Q4 Call

    I apologize for any mistakees, typo's etc. If I had known how long this was going to take me to do write this... :eek: Battery Pack and Gigafactory Gigafactory - Production Cars and Storage Growth Gigafactory - Car Pack Costs The following is clearly less important than using custom...
  25. 182RG

    5% China Stake

    Tesla is closing in on Ford as the second-most valuable US car company
  26. engle

    Tesla Factory: 3/29/2017 vs. 3/22/2016

    My family toured Tesla Factory on 3/29/2017 with good friends who were picking up their Red Model S 60D (75D unlockable), exactly a year and a week since I toured it 3/22/2016 when I took delivery of my Model X P90D F00041X. You can't take photographs, but I can tell everyone that there is an...
  27. TMC Staff

    Blog Tencent Buys 5% of Tesla

    Chinese internet giant Tencent Holdings Ltd. has bought a 5% stake in Tesla Inc. The $1.8 billion stake was revealed in a regulatory filing and makes Tencent one of the largest holders of Tesla shares. Tesla CEO Elon Musk acknowledged the investment on Twitter in a reply to a Bloomberg...
  28. TMC Staff

    Blog Morgan Stanley Analyst Says Tesla Innovation Threatens ‘Technological Obsolescence’ for 250M Cars

    [vc_video link=”https://www.youtube.com/watch?v=Jqza-1VnBVE” video_title=”1″]Morgan Stanley analyst Adam Jonas discussed the potential of electric vehicles, autonomous vehicles and car sharing during an interview on CNBV. Jonas said the pace of innovation in vehicles, particularly around...
  29. SteveG3

    Model 3 Design Speculation Thread

    Elon's tweets yesterday created a lot of conversation. Thought it would be useful to have one place for this discussion from an investor's perspective.
  30. G

    Tesla Ads (online)

    Just saw this tonight (note the ad on top. I hovered over it to see the linked site: teslamotors.com): Later I saw a better one, but couldn't catch a pic. And yes, it links to the website.
  31. N

    I don't even know what to say about this (John Deere Ukranian firmware)

    I don't even know what to say about this... but I feel that it has some long term investing relevance: Why American Farmers Are Hacking Their Tractors With Ukrainian Firmware - Motherboard It seems unwise for any company to pursue the John Deere path. Something to watch out for.
  32. G

    Q1 2017 Delivery Estimates

    23,689
  33. adiggs

    Tesla Energy and utility scale projects

    I found this article on oilprice: Political Rivals Hurl Insults Live Over Power Outages In Australia | OilPrice.com And it suggests to me an alternative view of what we've been reading about in South Australia, as well as an approach that we might be hearing from fossil fuel interest regarding...
  34. TNEVol

    BYD? good investment?

    BYD is down substantially I guess since the Buffett Bounce. I think they are positioning to be the low price battery and automotive competitor long term. Not Tesla quality but may be a big deal worldwide for small inexpensive cars, the huge China market and batteries. I am tempted to start some...
  35. TheTalkingMule

    Selling a Streamlined Residential Solar PPA

    Investors(TMC posters and otherwise) universally cheered the SolarCity/Tesla shift away from packaged PPA solar leases to outright sales as a logical move toward building shareholder value. While I appreciate the clear-as-day profitability that simple installations provide, I would argue that...
  36. R

    Tesla Solar

    Since there's no thread about Tesla Solar to replace the (locked) SCTY one, here it is.
  37. ValueAnalyst

    The Real ValueAnalyst - AMA

    I am here to answer your questions on Tesla's valuation. And to protect you from the barrage of misinformation purposefully directed at you.
  38. RobStark

    Wyoming Legislature Passes Direct Sales Bill

    Legislature passes a bill that would allow Tesla to open showroom, service shop in Wyoming CHEYENNE — The Wyoming Legislature passed a bill that would allow Tesla, the electric vehicle manufacturer, to sell cars directly to drivers in the state — with lawmakers enthusiastically proclaiming the...
  39. E

    Buh Bye Silevo

    Silevo technology ditched as Tesla’s Buffalo fab run by Panasonic MODERATOR-CORRECTED TYPO in TITLE....this thread might or might not be kept in the "Investor" Sector
  40. Xiao ma ge

    Prices starting from 35000 USD,love Model 3 with understanding.

    Prices starting from 35000 USD,love Model 3 with understanding, tell you how to choose the model and equipment for your lover. Super fan of Tesla,Xiao mage. The Model 3 that we eagerly expect for long time is going to start production,and its price list also begin circulating on the Internet...
  41. J

    Capital Raisings

    Hi Fellow Tesla Investors, I am making a list of all of Tesla's Capital raising's and wondered if any American's on the forum can help me the best way to find these? I don't know the relevant SEC filing code to look for or if there is another efficient way to locate these as a google search...
  42. TMC Staff

    Blog Tesla Q4 2016 Earnings Call Takeaways

    An executive team shake-up was part of the news from Tesla’s Q4 2016 earnings report. Below are a few noteworthy items from the call. Tesla announced the resignation of CFO Jason Wheeler and the hiring of Deepak Ahuja, who served as Tesla’s CFO from 2008 until 2015. The Model 3 on...
  43. TE5LA

    Best way to invest in TSLA from the UK

    Having moved back from the US to the UK, i can not use my old etrade account anymore. Does anybody have any recommendations for a good UK based trading account with low fees? i'm not interested in the ISA options. I just want to be able to trade NASDAQ and TSLA with low fees? any ideas? most...
  44. J

    The Motley Fool's Travis Hoium adopts battery religion

    This one explains itself: Just Wait: Better Batteries Are Going to Turn the Energy Industry Upside Down -- The Motley Fool
  45. TMC Staff

    Blog Tesla CFO Wheeler to Step Down, Ahuja to Return to Role

    Tesla announced that CFO Jason Wheeler has decided to leave the company in April to pursue opportunities in public policy. Wheeler will be replaced by Deepak Ahuja, who was Tesla’s first CFO and worked for the company for more than seven years before stepping away in 2015. Deepak will formally...
  46. S

    Short-term Catalysts after Q4 2016 Earnings

    Now that we're passed Q4 2016 earnings there are several events that have the potential of being major catalysts. Specifically, a capital raise, which I believe will come in the next few months, and a Model 3 update. The capital raise is particularly worrying because I think it will be a cloud...
  47. dc_h

    Q1 2017 Earning projections

    Too soon? With 50,000 cars projected in the first half and TE showing 130 million in Q4 revenue and projections for faster growth from TE then TA, what is Q1 looking like? I think Q1 deliveries are likely around 25,000, but production is likely possibly below 25,000 due to 2-3 weeks of down...
  48. N

    Valuation Justification?

    hi all, I've been following a couple of the investor discussions threads here and, while very interesting, it's tough to keep up with the pace of posts in the particularly popular threads. So, if this has addressed recently, please point me to that thread but here goes: The exciting run in...
  49. SteveG3

    The Fractured Tipping Point Moat

    I see I’ve written something more along the lines of an essay than a comment to start a thread, but, I still hope it’s useful and starts a discussion. It appears very probable we have an enormous moat around the growth of Tesla’s vehicle business the market does not yet explicitly appreciate...
  50. L

    Effect of raising capital at current near all time high stock prices.

    It's a logical move. Would it be negative or perhaps by eliminating an uncertainty actually trigger higher prices?