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Does anyone have any thoughts on whether or not management's 25% gross margin guidance for Model 3 in the quarter following when production reaches 5k/w includes FSD take rate rising as FSD-exclusive features are introduced?
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Next story: "Will Tesla be drowning of thirst?" (Click and pay to read the newest conspiracy theory)So WSJ is now saying there is plenty of batteries, but 2 days ago they said there is not enough Cobalt to make the batteries.
Will Tesla Die for Lack of Cobalt?
tough to get your fact straight if it ain't actually fact.
So WSJ is now saying there is plenty of batteries, but 2 days ago they said there is not enough Cobalt to make the batteries.
Will Tesla Die for Lack of Cobalt?
tough to get your fact straight if it ain't actually fact.
First time I laughed in weeks
Hey Curt! I didn’t realize it was you until I went to YouTube. You already got over 20K well deserved view. I hope it goes viral. Great job dude!Thanks for posting. Did you happen to notice who created that parody of a scene from the film "Der Untergang (Downfall)"?
So WSJ is now saying there is plenty of batteries, but 2 days ago they said there is not enough Cobalt to make the batteries.
Will Tesla Die for Lack of Cobalt?
tough to get your fact straight if it ain't actually fact.
Unfortunately, we have a broken political system because the Constitution is defective.
A majority of the Cabinet could get Trump removed for failure to perform his duties (25th amendment), but the Cabinet -- despite nearly all hating Trump and thinking he's an idiot -- are a bunch of idiots themselves and also cowards, so they won't do it.
The Congress could of course impeach Trump for his apparent dementia and ranting -- that's what the first successful impeachment of a judge, Pickering, was for -- but Congress is full of some very stupid people who think "allying with the President" is more important than *survival of the country*, and although impeachment would easily get a majority in the Senate, Madison stupidly made it require a *2/3* vote.
In some countries there is a procedure for state governors to initiate the removal of a federal head of government. If we had such a procedure, I'm pretty sure Trump would be gone already. But we don't.
Trump's erratic behavior means that both Republicans and Democrats should strongly prefer Pence. But too many Republicans in the Cabinet and the Senate don't seem to be able to think beyond tomorrow morning.
So, the reassuring thing: I don't think Trump has any real supporters in the government at all. All the leaks from the Cabinet describe it as a "day care center" for a single toddler. We already have seen that Trump is quite incapable of implementing policy because he doesn't fill staff positions and those staff who are in place push back against anything he tries to do.
So we wouldn't have to worry too much about Trump causing WWIII *if the military knows that its duty is to the country and Constitution and not to Trump*. Unfortunately, I am not at all sure that the military leaders realize this. However, it is a good sign that the defense secretary is disgusted by Trump.
I think this bitcoin mania is great for Tesla. It's finally getting young people interested in investing, and we know which stock young people like to buy... Hopefully a lot of hem make enough to buy roadsters and some TSLA.
I also feel very confident that some large company like Tencent or Softbank is accumulating a Tesla position. There are lot of these companies out there and they have a lot of cash they're looking to spend. Tesla is obviously in a temporarily weakened state so I find it hard to imagine someone isn't taking advantage. The downside form here is someone buys Tesla for $30B , and the upside is limitless. The shorts are doing everything they can to get the chart to break down but someone keeps sopping up all the shares.
I agree with you. It's an open secret now: Tesla's potential addressable market is more than 15 trillion dollars. No other company is in a better position pursing these markets (Tesla Network, Autonomous EV, energy generation and storage). If Tesla is for sale, Tencent and Alibaba alone would bid to 100 billion dollars. In addition, there are Google and Apple which also have insane amount of cash and eager to take the gem.
I can't predict short term stock moves, from longer term view, minimum is a double, most likely a 20~30 fold. Elon is very confident we will get there. My spread sheet (sales and net margin estimates) shows by 2028 the stock price will be more than $9000. There is another up leg afterwards.
I am starting to see Elon is a bust.
Model3 VIN 1910 spotted:
Highest production VIN in the wild
I’d be posting a ton here if I was short also.VIN 1910 doesn't equal to total number of car produced is at 1910. Currently, The total number of M3 delivery is standing at 712.
Gen 1 Roadster. I guess he would have to pry a Gen 2 out of the cold dead hands of Franz.