Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[bkp_duke]

That's my point. It's a packaging optimization. It packages multiple valves in a single assmbly. But there's really no new functionality/capability it introduces.

That valve design, supposedly, is why the Model Y can get nearly the same range on the same pack as the Model 3, despite betting heavier, having wider tires, and having a worse coef of drag. But perhaps I am wrong and there is nothing revolutionary in the octovalve.

 

[lafrisbee]

My wife and I are planning on hitting the road in our cybertruck when the time comes. It would be fun to do it in a LARGE group.
Talk about free advertising. Can you imagine 100 cybertrucks traveling the country as a convoy!

There are not 100 people in the world that I want to share the road with so this is not going to be something I will be a part of until FSD.

 

[lafrisbee]

That valve design, supposedly, is why the Model Y can get nearly the same range on the same pack as the Model 3, despite betting heavier, having wider tires, and having a worse coef of drag. But perhaps I am wrong and there is nothing revolutionary in the octovalve.

I fail to see how an octovalve is going to give me less range anxiety in my home...

 

[bkp_duke]

More practical would be waste heat from fridge could go to heat pump water heater, someone probably already offers this.

With AC units, you can install a bypass on the compressor and use the compressor exhaust heat to warm a body of water (think pool).
Titanium Pool Heat Exchangers | Swimming Pool Heat Exchanger | HotSpot Energy LLC

We looked into this when we were having a pool installed, but the runs from our AC compressors would have seen too much thermal loss over the distance to the pool, so we didn't bother. Plus, solar pool heaters here in SoCal are dirt cheap by comparison.

 

[scaesare]

That valve design, supposedly, is why the Model Y can get nearly the same range on the same pack as the Model 3, despite betting heavier, having wider tires, and having a worse coef of drag. But perhaps I am wrong and there is nothing revolutionary in the octovalve.

The Y implemented a heat pump (which requires some additional valves, etc..), whereas the 3 did not.

That's the range increase...

 

[Khamul]

Elon should have some game mode for drivers to pass before unlocking full power of Plaid and maybe some geo awareness so no one drives 150mph in a school zone. There's a lot of things in modern society that should have some gaming type level up opportunities. This car in the wrong hands is a bad headline waiting to be published. I would love to have this and know it would kick butt on the top of the line Mercedes AMG, but I really can't be trusted with that kind of power.

Couldn't they make it so that you can't launch it in slow zones, like below 30 mph or whatever US city zones are? It'll have the hardware and the software for checking that, even if you don't purchase FSD.

 

[lafrisbee]

Elon should have some game mode for drivers to pass before unlocking full power of Plaid and maybe some geo awareness so no one drives 150mph in a school zone. There's a lot of things in modern society that should have some gaming type level up opportunities. This car in the wrong hands is a bad headline waiting to be published. I would love to have this and know it would kick butt on the top of the line Mercedes AMG, but I really can't be trusted with that kind of power.

You must be different than most... I've never tested how fast any of my vehicles will go. I feel as though an idiot behind any "sedan sport car" (Look at the Cadillacs in the last 15 years) would be as dangerous. I know, the giddy-up is far greater in a Plaid Tesla, but the fools aren't in sufficient numbers to dedicate resources to stop them.

 

[lafrisbee]

33 million shares traded at 1 PM? and the stock didn't sink?
So the big investors did not "figure out battery day" over the week end...and yet the stock isn't down...
I guess it is too early to think about Max Pain.

 

[KMCC]

There are not 100 people in the world that I want to share the road with so this is not going to be something I will be a part of until FSD.

I will remove your invite!,

 

[Cosmacelf]

With AC units, you can install a bypass on the compressor and use the compressor exhaust heat to warm a body of water (think pool).
Titanium Pool Heat Exchangers | Swimming Pool Heat Exchanger | HotSpot Energy LLC

We looked into this when we were having a pool installed, but the runs from our AC compressors would have seen too much thermal loss over the distance to the pool, so we didn't bother. Plus, solar pool heaters here in SoCal are dirt cheap by comparison.

Not to mention that when you need the AC, you don’t need pool heating (or at least I don’t since I have a pool cover). In fact, this summer near coastal southern CA, my pool was too hot with the pool cover.

All these thermal integrations are cool in concept. Use your AC waste heat to heat your hot water tank, etc. In practice it becomes a nightmare when something breaks. Your run of the mill AC tech is not going to understand the subtleties of heat flow in such a complicated setup. Also, the control architecture for such a system is not simple and unless done right, it could be even less efficient (speaking from experience of running an indoor pool system built for commercial pools that utterly fails energy-wise for residential use).

 

[bkp_duke]

Not to mention that when you need the AC, you don’t need pool heating (or at least I don’t since I have a pool cover). In fact, this summer near coastal southern CA, my pool was too hot with the pool cover.

All these thermal integrations are cool in concept. Use your AC waste heat to heat your hot water tank, etc. In practice it becomes a nightmare when something breaks. Your run of the mill AC tech is not going to understand the subtleties of heat flow in such a complicated setup. Also, the control architecture for such a system is not simple and unless done right, it could be even less efficient (speaking from experience of running an indoor pool system built for commercial pools that utterly fails energy-wise for residential use).

This would have been a very viable solution for us. We don't have a pool cover, and the wife won't get into the pool unless it is 88F or higher. Never once has the pool been "too hot".

Additionally, our pool sees about a 12-17F drop in temps overnight from various effects (evaporation in 24h, cooler ground temp, etc.).

Basically, it would have been an awesome heat sink to tap into (25k gals), and would have helped a little bit with raising the temp of the pool.

 

[insaneoctane]

ICE cars are going to seem really slow and dumb in just a few years...

Don't they already?

 

[Cosmacelf]

This would have been a very viable solution for us. We don't have a pool cover, and the wife won't get into the pool unless it is 88F or higher. Never once has the pool been "too hot".

Additionally, our pool sees about a 12-17F drop in temps overnight from various effects (evaporation in 24h, cooler ground temp, etc.).

Basically, it would have been an awesome heat sink to tap into (25k gals), and would have helped a little bit with raising the temp of the pool.

I see you live where I do. This summer we had temps of 95 in the pool. You get a huge amount of free solar heating from the pool cover plus a ton less evaporation. Not to mention all the debris that doesn’t get into the pool. And finally the safety factor. While non rectangular pools are nice to look at, the benefits of a pool cover vastly outweigh it, IMHO.

 

[bkp_duke]

I see you live where I do. This summer we had temps of 95 in the pool. You get a huge amount of free solar heating from the pool cover plus a ton less evaporation. Not to mention all the debris that doesn’t get into the pool. And finally the safety factor. While non rectangular pools are nice to look at, the benefits of a pool cover vastly outweigh it, IMHO.

Our pool is 100% non-amenable to a pool cover.

 

[Artful Dodger]

Or maybe she just made a typo..?

Cathie specifically used the phrase "$TSLA would cut the price of a Model 3 to $25,000".

That phrasing implies there is an existing product at a higher price.

It's more likely, IMHO, that Cathie doesn't follow Tesla tech as closely as ARK Invest analysts Sam Korus or Tasha Keeney.

Meet the ARK Team | People passionate about innovation and tomorrow's future

Kathie depends on them for financial analysis, not product road map. It's understandable she missing some nuance (wouldn't last at TMC, wot?)

Cheers!

 

[corduroy]

View attachment 593040
In investment/trading news I'm liking the uptrend in Tesla's share price while seeing a continual decrease in expected volatility with option IV now in the 93% range. IV has been higher 62% of the time in the last twelve trailing months. Once IV drops below 90% I think purchasing straddles (buying a call and put at the same strike price) is a great trade betting on Tesla's upside while protecting yourself from downside risk.

Great insight, what time horizons do you like for the straddles?

 

[insaneoctane]

I think a circa 2025 Tesla lineup could look like this:

Interesting. But does it make sense to show the MX getting more miles per kWh than Roadster? Assuming these are EPA estimates, that seems off.

 

[Lycanthrope]

33 million shares traded at 1 PM? and the stock didn't sink?
So the big investors did not "figure out battery day" over the week end...and yet the stock isn't down...
I guess it is too early to think about Max Pain.

Well who's selling right now? This is just two servers selling the same share backwards and forwards all day...

 

[Papafox]

Looks like @Papafox was absolutely correct today. Moon !Monday

I closed out my Friday to Monday bet fairly early this morning as I saw QQQ descending. I'm happy with a 4.5% return for a weekend wager. The Tesla sentiment is positive enough so that if the NASDAQ was holding steady at up 2% or climbing, TSLA would be climbing too. With QQQ and NASDAQ descending, TSLA was caught in the tractor beam, and I have no desire to gamble on what NASDAQ does for the rest of the day when it was showing a slow descent throughout the morning. That said, the increasingly positive TSLA sentiment will help us as we near the Q3 Production and Delivery report. I am HODLing for that report with my shares and leaps but Friday to Monday bets are gambling, not investing, and so I kept my bet down to 100 shares. Now that QQQ is rising, if it continues to do so TSLA should break out of its 418ish cap and climb too, just as it did on Friday when the NASDAQ showed continued climbing in the afternoon.

 

[ggr]

Everything except the Michigan part makes sense.

1. Steal underpants.
2. ...
3. Profit!