Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Elon usually makes twins or triplets. Boom.
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I concur that there's a wealth of good information in this earnings call. But TSLA will not rocket overnight because things still need time to develop, which would be crucial to get TSLA to a favorable position.
I think my computer just auto-corrects when I'm typing UBS-TSLA stuff.
ZachShahan
Active Member
Perfectly summarized, as usual.
But some have to be covering and price has to jump from a 2-year target change in that massive annual sales goal.
Gerasimental
Member
'Maybe a billion miles'
Hm, that takes less than a year at 3m a day, and that rate is growing.
Hm, that takes less than a year at 3m a day, and that rate is growing.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Keep pounding on that door AJ!
With regard to the impeding short squeeze 2.0:
"Oh, look at that: the sea is receding... Strange. Oh look at all those shiny shells!" (<-- I think either Julian said this, or said something that created this image in my memory)
With regard to the impeding short squeeze 2.0:
"Oh, look at that: the sea is receding... Strange. Oh look at all those shiny shells!" (<-- I think either Julian said this, or said something that created this image in my memory)
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I wish someone would ask how Tesla will create a sufficient number of battery packs for 500,000 Model 3 production level if production moving up 2 years but gigafactory has only one module constructed so far.
Edit:
I swear I didn't plant the current questioner
Edit:
I swear I didn't plant the current questioner
ZachShahan
Active Member
It's a continuation of the wave... Tesla delivers ridiculously awesome vehicles (it all begins), people ache for an affordable Tesla (slow, strong growth deep down below), the Model 3 finally arrives (the wave rises fast), the analysts catch up as more details are revealed by Tesla about how it is going to match demand (the wave starts to look daunting)....
Causalien
Prime 8 ball Oracle
Yep, whatever new tech will just end up being adopted by the gigafactory So I don't understand why Chanos is looking at it as a negative. It's kind of like McDonalds. A researcher who can sell his strain of potato to MickyD means he is going to be rich. So all researchers will go want to sell to gigafactory in the future.
The current environment though. People don't know that the gigafactory will be to battery as McDonald is to Potatoes. People also think that Gigafactory's battery tech is in competition with everyone else's battery tech.
The current environment though. People don't know that the gigafactory will be to battery as McDonald is to Potatoes. People also think that Gigafactory's battery tech is in competition with everyone else's battery tech.
Growth rate in Tesla Energy will be higher on a percentage basis than cars!!!
Gerasimental
Member
The "growth rate in TE will be greater than the growth in cars."
BOOM AGAIN!!!!!
Not really surprising. TE will be on a much later S-curve.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Perhaps you could kindly refrain from acting like it is a fact that I act like everything I say is a fact.
I'm actually extremely diligent adding probability caveats wherever appropriate and often I state the probability in % figures or even a range. Some things are just facts. I cannot apologize for facts without being dishonest (or incorporating for example the completely absurd at 60+ standard deviations from any kind of reality applicable to stocks). There is no merit in being nice but wrong about money and investing IMO.
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