Umm, well you probably don’t get to participate in the class action lawsuit against RobinHood! https://www.reddit.com/r/ClassActionRobinHood/I’ve never had an account there. What do I get?
https://www.reddit.com/r/ClassActionRobinHood/
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Umm, well you probably don’t get to participate in the class action lawsuit against RobinHood! https://www.reddit.com/r/ClassActionRobinHood/I’ve never had an account there. What do I get?
Sure seems like Tesla is going to have a large battery problem later this year. Where will they get enough batteries to grow 50%?
Berlin hasn't even started building the battery factory yet and apparently still needs environmental reviews.
Austin is apparently doing geo-pier work for the battery building already, so it seems this one will get built first.
Austin and Berlin will both need large volume of cells in 3-6 months, presumably 4680 size.
Maybe Panasonic, LG, or CATL start making 4680 size cells for both of these factories until Tesla can get their lines up and running?
I don't see how stockpiling 4680's from Fremont would help out with the volume of Y's both of these factories will need.
I don't see how stockpiling 4680's from Fremont would help out with the volume of Y's both of these factories will need.
In their earning letter look at production capacity. They have enough production capacity for 1 million cars for 2021..which means enough batteries for 1 million cars. So you don't have to guess if they will have enough batteries or not. They literally tell you in the letter.Sure seems like Tesla is going to have a large battery problem later this year. Where will they get enough batteries to grow 50%?
Berlin hasn't even started building the battery factory yet and apparently still needs environmental reviews.
Austin is apparently doing geo-pier work for the battery building already, so it seems this one will get built first.
Austin and Berlin will both need large volume of cells in 3-6 months, presumably 4680 size.
Maybe Panasonic, LG, or CATL start making 4680 size cells for both of these factories until Tesla can get their lines up and running?
I don't see how stockpiling 4680's from Fremont would help out with the volume of Y's both of these factories will need.
But I've always had Schwab. Should I create a Robinhood account just so I can close it tomorrow?
Austin will be lucky to get more than a few thousand cars produced in 2021. They are at least four months behind Berlin. So no production until Q4. At best.Sure seems like Tesla is going to have a large battery problem later this year. Where will they get enough batteries to grow 50%?
Berlin hasn't even started building the battery factory yet and apparently still needs environmental reviews.
Austin is apparently doing geo-pier work for the battery building already, so it seems this one will get built first.
Austin and Berlin will both need large volume of cells in 3-6 months, presumably 4680 size.
Maybe Panasonic, LG, or CATL start making 4680 size cells for both of these factories until Tesla can get their lines up and running?
I don't see how stockpiling 4680's from Fremont would help out with the volume of Y's both of these factories will need.
Dude. Singularity. Stop around.Consider opening a Robinhood account just to short Robinhood after its IPO
I disagree on the margin. I think Semi will have higher margins that Tesla's other vehicles with exceptions such as the highest trim S/X/Roadster. It will especially have higher margins than 3/Y. The don't have to compete nearly as much on price because there is nothing else like the Semi out there and businesses will be very aware of the total cost of ownership savings.
Austin will be lucky to get more than a few thousand cars produced in 2021. They are at least four months behind Berlin.
That is a horrible hole in the EU regs if sales to dealers = sales. I guess it will catch up to them eventually, but I see sales to dealers -> sales to customers -> sold to used car lots -> lost in the system. Looks like another compliance scam.
Think it’s more about RH, IBKR, GME, AMC etc. Or possibly B117.An FSD reference from Andrej Karpathy perhaps?
2021 to 2020: hold my beer
https://twitter.com/karpathy/status/1354982457926242313
So I just had a look at citadel's 13f and it appears Tesla is their 4th largest holding. Wonder if some of the price movement we've seen this week is due to them having to sell to cover their gme position?
Citadel Securities is the largest market maker in options in the U.S., executing about 25 percent of U.S.-listed equity options volume.[48] According to the Wall Street Journal, about one-third of stock orders from individual investors is completed through Citadel, which accounts for about 10% of the firm's revenue.[15] Citadel Securities also executes about 13 percent of U.S. consolidated volume in equities and 28 percent of U.S. retail equities volume.[49] In 2014, Citadel Securities expanded its market-making offering to interest-rate swaps, one of the most commonly-traded derivatives.[50] By 2015 Citadel Securities had become the world's largest interest-rate-swap trader by number of transactions replacing Wall Street banks.[51]
So basically this wide spread short raid may cause a market crash worst than Lehman?Citadel is a huge MM. If they go belly up, the ripples will be enormous and hard to quantify.
Not sure how many here know Pierre Ferragu. He's one of the top stock analysts out there. He was on Rob's podcast once and is bullish on TSLA.
If you don't know who @FrankSG is, shame on you.
Both of them feel Tesla's growth in 2021 will be closer to 100% than 50% (which is obvious IMO). Frank goes a step further and says if the over/under is 100%, he'll take the over. I'm with him. In fact, I think there is a decent chance 2021 & 2022 both show ~100% growth.
https://twitter.com/FrankPeelen/status/1354934332360593419
I don't think Giga Texas is that far behind. (Especially if you count that Giga Berlin doesn't even have permits yet.) For example they are already installing an IDRA casting machine in Giga Texas, but not in Giga Berlin. (But Giga Berlin has started installing the paint shop where Giga Texas is still build the building shell for the paint shop.)
Giga Texas is also working longer hours and more days per week; so they will catch up and possibly pass Giga Berlin. (For example they have started on the 4680 plant where Giga Berlin has not.) Of course Elon said they are currently in the process of preparing the equipment supply list to order the machine necessary for 4680 production, so they may get the equipment at about the same time. (Depending on where it is sourced from and how quickly the machines can be built and shipped.)