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

[MABMAB]

Earnings call bingo:
View attachment 631161

Need to get a random card generator going.
Add other things
Youtube
retail investors
Umbrella company (or equivalent for all under one structure)
Byd
NKLA
New factory
Future announcement
Talk about that at another time/forum
Another day- ie battery day- mentioned
Giga
Tera
Whatever part of battery production they were working on, wasn't it dry powder on 6th or 7th iteration
Iteration
Twitter
AI
DOJO
Limiting factor
India
GM
Ford
TOyota-Heck, make one whole column be competiors

 

[Mo City]

It gets even better. Biden's plan to replace government fleet with electric vehicles won't be so easy:
"Reality check: Right now, not a single model fits the president's criteria: battery-powered, made in America, by union workers.

• Tesla produces the vast majority of EVs in the U.S., and all of its models contain at least 55% American-made parts, according to federal data. But Tesla doesn't have a union and CEO Elon Musk has run afoul of federal labor laws.
• General Motors' Chevrolet Bolt is the only U.S.-built EV made by union labor. But it's made mostly with parts imported from Korea. Just 24% of the content is considered domestic.
• The Nissan Leaf, another popular EV, is made in Tennessee. But the factory is non-union and only 35% of the parts are domestic."

If the "made by union workers" part is true, this makes the Biden administration look petty and stupid.

 

[SOULPEDL]

Agreed completely. Let Ford and GM make the government low margin vehicles, Tesla has more important things to do!

Wouldn't they all bid like any Gov't project? Someone's going to realize they're paying too much for basics specs on range, warrantee, or bullet-resistance upgrades. Oh well, not the first time we had gov't waste. Maybe it helps them along, who knows.

 

[EV forever]

Biden just announced he will replace all federal vehicles with zero emission union built electric vehicles made in America. (Paraphrased). So much for Tesla.

I can not find any evidence the the President said anything about union workers. Just "made by Americans".

Dan

Same here. I went back and looked at the statements- all it says is “made by Americans”. No mention of union. @SarahsDad can you point to where you got the info that it has to be Union workers?

 

[joh01652]

Well I just bought 300 shares on margin at $883. Haven't had any margin since the end of December.

 

[phantasms]

Well I just bought 300 shares on margin at $883. Haven't had any margin since the end of December.

⚽️

 

[2daMoon]

I can't play there, but... I printed it out.
Then I realized, we'd all have the same cards, duh!

I wasn't specific about what one might drink.

 

[Jackl1956]

Whether Tesla workers join a union is up to the workers, not management. Elon has reminded us of that. As long as the workers are happy with the pay, conditions and stock options, that would likely remain the case, and the government should be pleased that unionizing is not necessary.

I have worked as a Union electrician for decades. Collective bargaining agreements, have benefited myself and my family. I believe in living wages; I believe a rising tide raises all ships.

I also believe that employees that are provided stock options and possess a stake in the company are tough customers to sell on unions.

President Biden ought to support good living wages, despite their form.

 

[Unpilot]

Best version will be livestreamed on Youtube by Cleantechnica:

How To Watch & Listen To Tesla Q4 Earnings Call (Livestream)

This stream posts the text of questions in the video, and provides a live SP feed.

Cheers!

I don't know...the running TMC cliff notes are pretty awesome.

 

[ByeByeJohnny]

Remember we don't want Tesla to sell their manufacturing constraint vehicles to the government at a rebate. Let GM and Ford do that while Tesla sells at full price to regular people.

 

[Tyler34]

Well I just bought 300 shares on margin at $883. Haven't had any margin since the end of December.

You jinxed us! For now at least

 

[Bet TSLA]

Tesla has just signaled that the stock price is heading North. Skaidi, Norway now has a supercharger. Northernmost one at the moment at 70.43 degrees north latitude. According to supercharge.info/changes. Three V3 stalls.

 

[joh01652]

You jinxed us! For now at least

Haha, yeah that was quite the immediate $10 plunge.

I'm not worried, the SP will be above 883 again soon enough. And if it's not, that's fine, I'll just hold until it is.

 

[MartinAustin]

Wow. Just WOW... amazing commentary by John Kerry. What a world we (as Tesla investors) now live in! So different from last year. Just check this out. Forward to anyone who is moaning and wingeing about job losses in the fossil fuels sector -
https://twitter.com/CBSNews/status/1354496475842142214?s=20

 

[generalenthu]

Can someone remind when the press release / slide deck dropped last time? Just looking to save my F5 key some trouble.

 

[StarFoxisDown!]

I'd much rather Tesla not rally into earnings and the macro's tank on the day of earnings instead of the day after

 

[TheGrimSweeper]

Wow. Just WOW... amazing commentary by John Kerry. What a world we (as Tesla investors) now live in! So different from last year. Just check this out. Forward to anyone who is moaning and wingeing about job losses in the fossil fuels sector -
https://twitter.com/CBSNews/status/1354496475842142214?s=20

Great talk, from a somewhat loaded question.

 

[JustMe]

Don't know what the President is going to do but Mark Spiegel just revealed the new company cars at Stanphyl Capital...

Dan

View attachment 631165

They must be flush with cash!

 

[willow_hiller]

Can someone remind when the press release / slide deck dropped last time? Just looking to save my F5 key some trouble.

Historically as early as 4:02 PM, as late as 5:29 PM, with 2019 coming in at 5:12 PM according to @truth_tesla https://twitter.com/truth_tesla/status/1354052348180627457

 

[joefee]

I don't know...the running TMC cliff notes are pretty awesome.

Best info & discussion is right here!!!