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Depending on the PCE number on Friday, Macro's could act as persistent price cuts headwinds as TSLA starts a new uptrend.I hope many people took advantage of the sub 160 price this morning to roll their stuff out. The flow is real. The more people trying to call the top or a bull trap here, the more it's going to squeeze. Note that we've not been in a daily uptrend since January 8th. If we close above 163.5 today it will be a certain change of short term characteristic. I'd not want to stand in front of that train until the smoke clears.
Now, where are those price cuts when you need them?
So you don't think we end the week below 165?I hope many people took advantage of the sub 160 price this morning to roll their stuff out. The flow is real. The more people trying to call the top or a bull trap here, the more it's going to squeeze. Note that we've not been in a daily uptrend since January 8th. If we close above 163.5 today it will be a certain change of short term characteristic. I'd not want to stand in front of that train until the smoke clears.
Now, where are those price cuts when you need them?
But in case you're still unsure this is the 25k car- later in the call we have a shareholder question of:
And in reply, Lars Moravy, VP of Vehicle Engineering, tells us
Now, that 25k car isn't the full unboxed one--- so I guess you could say it's not "the" 25k car- but it's clearly a 25k car unless Elon- and especially Lars, are lying in the above dialog.
supertrend and fib both exactly at 163.21 (possible supp turned into res)So you don't think we end the week below 165?
What happened to our pre-BPS-discovery days?For my 167.5CCs, I could roll them up to 172.5 same expiration (this Friday), by giving back the original premium. No real debit....
Ashok revealed, and I wish I could have asked him directly, that Tesla is on the March of 9s, however, he basically explains it in this clip, which is, IMO, the most important 5 minutes of information on the future value of Tesla as this will enable unsupervised FSD and Optimus.today on the call, nothing really breaking about FSD was revealed.
I don't think you can read Lars' statement that way. He answered the question about the $25k car by saying "I think Elon mentioned it in the opening remarks." At that point the question was answered. He then went on to talk about their current plans for new vehicles, that are likely not $25k vehicles.
In the opening remarks Elon said they changed the future line-up. I read that as the $25k car is delayed, but there are different more affordable models that will take its place in early 2025. (But they aren't likely to be $25k.)
Elon Musk said:In terms of the new product road map, there's been a lot of talk about our upcoming vehicle line in the next -- in the past several weeks. We've updated our future vehicle lineup to accelerate the launch of new models ahead, previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. These new vehicles, including more affordable models, will use aspects of the next-generation platform as well as aspects of our current platforms, and we'll be able to produce on the same manufacturing lines as our current vehicle lineup.
So, it's not contingent upon any new factory or massive new production line, it will be made on our current production lines much more efficiently. And we think this should allow us to get to over 3 million vehicles of capacity when realized to the full extent.
Yep, it is coming as early as Q4 this year, with incremental improvements culminating in the full "unboxed" manufacturing process later.This is just factually untrue, despite your spamming me with disagrees.
Here's Elons entire opening remarks on new vehicles to which Lars is referring. It contains ZERO references to delays of any kind (quite the opposite)
When asked for a timeline on a 25k vehicle Lars then said "Elon mentioned it in the opening remarks"
The ONLY vehicle Elon mentioned in his opening remarks is the one coming much sooner.
So that must be the 25k vehicle the question asked about.
"$25k car" is an idea, representing Tesla's commitment to expanding sales in parallel with FSD/RT. That idea was reinvigorated yesterday. Mk doesn't care if its 25k or 30k.25k car is dead. They just said they will make some low cost models in the same production line. We dont' know the shape and cost of it. They refused to talk about it.
OMG, are you watching economic data now???? .. release the algo!
Of course, what Elon was saying was mostly read from the slidedeck; with him leaving a lot out:Here's Elons entire opening remarks on new vehicles to which Lars is referring. It contains ZERO references to delays of any kind (quite the opposite)
We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025.
These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of our current platforms, and will be able to be produced on the same manufacturing lines as our current vehicle line-up.
This update may result in achieving less cost reduction than previously expected but enables us to prudently grow our vehicle volumes in a more capex efficient manner during uncertain times. This would help us fully utilize our current expected maximum capacity of close to three million vehicles, enabling more than 50% growth over 2023 production before investing in new manufacturing lines.
Our purpose-built robotaxi product will continue to pursue a revolutionary “unboxed” manufacturing strategy.
No, they decided to make something entirely different first. (New more affordable vehicles based on the 3/Y, but won't have the cost savings of the unboxed process that are what would allow the $25k vehicle.)Unboxed process - egg
25k car - chicken
They decided to make the chicken 1st
Of course, what Elon was saying was mostly read from the slidedeck; with him leaving a lot out: