Nope.
But I forgot it was on the Market Action forum.
On the short term it doesn't have much value.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
Nope.
But I forgot it was on the Market Action forum.
On the short term it doesn't have much value.
Mike Smith
Active Member
larmor
Active Member
Large data centers that need power backup are defacto islands, since their data and operations are so important, they have multiple redundancies for power...
Not sure if anybody had posted this, but this is the most interesting piece about Model 3, to say the least:
The Truth Behind Doug DeMuro's Tesla Model 3 Review
It was authored by this guy: Alex Roy - Wikipedia, who had multiple so-called Transcontinental Record, or Cannonball Record driving Model S.
The Truth Behind Doug DeMuro's Tesla Model 3 Review
It was authored by this guy: Alex Roy - Wikipedia, who had multiple so-called Transcontinental Record, or Cannonball Record driving Model S.
It has been posted on this board before. Great review and positioning from Alex.
Although Dougs score is high he is somehow missing the game changing effect M3 is having and how different transportation will be viewed from now on.
.... There is a time before and after Tesla
Although Dougs score is high he is somehow missing the game changing effect M3 is having and how different transportation will be viewed from now on.
.... There is a time before and after Tesla
MitchJi
Trying to learn kindness, patience & forgiveness
Agreed, definitely worth a read.
Alex's history of driving is significantly more impressive than that too. He held the ICE Cannonball record for many years until it was only recently broke by a different guy (whom in my opinion got very lucky with traffic, weather, and construction, much less enforcement).
If you've ever tried to maintain a high overall average speed on a road trip, you know what kind of an accomplishment it is to do 89mph average from coast to coast.
And more stepping in as the day goes on.
Runarbt
Active Member
Aaight, let's circle our calendar and check back in a week
Had M3 ramped up, S/X refresh would be announced sooner than later (or suffered Osbourning). Q4 numbers for S/X have been announced to be lower than Q3 - and I think that might have to do with the refresh and aligning production to it as well
For the Semi reveal, i think the surprise will be in specs, some great charging technology or something very co-related ...(or announcement of prod timeline for the Semi and the new GF where it will be built)
Reciprocity
Active Member
I think this is great and all but I think Tesla is actually helped if it goes away early. You might say, well that will be bad for EVs.. it won't because no one is really working on EVs besides Tesla. The rest are just dabbling and but at all serious about EVs in a meaningful way. To they where, you would see many gigafactories from all the big players.
Tesla doesn't need the credits, they can lower the price and costs of S/X to compensate with ease. Model 3 is already competitive without credits and Tesla could stand to lose 100,000 reservations because they can't build the cars fast enough anyway. They have nearly infinite demand compared to what they can manufacture. Demand will only do to once these cars hit the roads in mass.
Other manufacturers need credits, Tesla does not. Not anymore. There credits worked for those willing to go all out and take advantage. They rest can choke on their own pride for all I care.
bdy0627
Active Member
Don't give up on that yet, but it's not going to happen before the Semi reveal...
Haven’t yet. Fully expecting to see a buy the rumor sell the news coming to semi reveal. Still think it’s possible tax plan failure can muck with macros and thus Tesla. Not confident on much of anything right now. Waiting game continues.
One potentially interesting data point. LIT etf, which I’ve sung praises for a few times already, recently broke through 40 finally after bouncing off of it 3 times pretty hard. TSLA, being a non-trivial holding, should reap some of that benefit if it continues breaking out as I’m suspecting.
- Status
Similar threads
- Locked
- Locked
- Article
