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

Willrtsoon

Member
Sep 15, 2017
13
89
Tx
Why cancel the sr+ for Ys and not sr+ for the 3 if there's a chip shortage? Tesla not a fan of making more money? Also why the price drops? It's conflicting when we speculate that there's not enough chips to go around but then pull demand levers?

Also they can always leave order page up but just extend delivery dates if there's a chip shortage.
Perhaps model2 $25 thousands car Announcing for reservations soon!
 

Curt Renz

Well-Known Member
Mar 5, 2013
6,508
84,246
USA
InsideEVs - today: PG&E's Gigantic Battery (256 Tesla Megapacks) In California Nears Completion

Excerpt:

Once completed, it will be - at least for a while - the world's largest battery energy storage system.

Thank's to the new drone video from EKMMetering, we can take another look at the Pacific Gas & Electric (PG&E) battery energy storage (ESS) project in Moss Landing, California, which soon should be completed.

Most of the construction and deployment of 256 Tesla Megapacks seems to be completed. The battery systems are still under cover, but soon it should be connected to the grid to provide a total of 182.5 MW of power and 730 MWh of energy capacity.
 

asburgers

Sell order in at $8008.5
Sep 23, 2020
513
3,773
Canada
If higher interest is likely, does that mean having $20B in cash/bitcoin is better than huge debt?

Year ago...

View attachment 638874

I guess if the macro dive is caused by inflation concerns, shouldn't consumer staples/goods equities be supported by that? Regarding raising rates, JPOW and JYELL has been public about not being concerned with inflation in recent times - so low rates are here to stay.

This leaves the US balance sheet, which continues to expand without signs of slowing down.

So if both fiscal and monetary policy are expansionary; and inflation does not appear to be a short/mid term concern - what's the driver?

The other factor: COVID stance appears to be more slightly optimistic than pessimistic.

Federal Reserve Board - Recent balance sheet trends
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Nocturnal

Supporting Member
Aug 23, 2018
6,363
32,724
In the middle
Congress needs to get off it's collectively worthless behind and get the EV tax credit passed.

Talga and Novinix are my only green today.

I agree, they may be diverting more cell production to Powerwalls. Considering that it has taken Tesla 3 years+ since I put down my Powerwall deposit (they never responded), and the local Tesla approved installer took 14 months to finally install them after I signed the contract, there must be a HUGE backlog of Powerwall orders. My installer told me that they have 155 installations waiting, but Tesla is only shipping them 2 or 3 Powerwalls at a time. For many customers it also meant holding up their solar installation, but this company finally decided to just install the solar and all the needed electrical panels, and come back later to install the Powerwalls when they come in. Florida could be a HUGE Powerwall opportunity, if they only had enough cells.

I'm getting quoted on a solar roof with powerwall system. The installer said that they believe Tesla was holding back powerwalls to install along with the roofs, but otherwise it was a long time to get them. (which makes sense)
 
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SpaceCash

Intergalactic Planetary, Planetary Intergalactic
Jul 5, 2017
1,607
12,143
Earth
I don't say that like you don't know or weren't invested back then, because I have no idea what you have or haven't done. What you stated was "I can nearly guarantee this will pay off in spades" to someone asking a question about a call purchase, and ostensibly as evidence highlighted that call options were ridiculously profitable in a given timeframe of a massive bull run.

Frankly I think bragging about huge call gains during that time frame is also annoying as hell and played out. Yes, all of us who invested that way have had massive, often life-changing returns, and we are all very pleased. The thing is that not everyone coming in here and trying to glean information is an expert or knows about option risks. Warnings are meant for them, not you.
The individual I replied to was asking whether he placed his order correctly and I affirmed that he had, and patted him on the back for his fairly-safe and likely-profitable choice.

You have a very limited post history so yes I'm gonna jump on you when you pop out with a textbook warning about options.
This stuff is basic. What you're doing is analogous to if this were say a gun forum, and every time someone relayed a story about a recent trip to the range you harangued them about the inherent risk in shooting anything.

This is an investor forum. People know.
I turned $10k into $2million in 18 months and almost always announced my trades including my losses. If people had followed and mimicked my trades they would have done extremely well.
 

TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
6,810
24,555
Philadelphia, PA
Impossible. That's Osborne city while the Y is not even close to being ramped.

All this 25k car and tax credit coming soon are all going into the FUD category as they do nothing but Osborne sales.
You're in the groove today and in tight connection with the universe. Reality is being blurred like mad since the new year, please continue to add clarity!

I think this thread is getting way too ADHD r/wsb impatient relative to previous years. Model Y isn't even ramped and for some reason people want a Model 2? THERE IS NO DEMAND PROBLEM. Why on Earth would we rush into building Civics? Where would we build them?

We're forgetting two massive things IMO:

1) The Model Y is going to eat the Earth. If you haven't seen this up close, then you won't get it. Not even a particularly handsome vehicle, it's just so perfect for families that it's going to be what the station wagon was in my childhood. You just had one.

2) The Master Plan is to move the whole market forward. Yes Elon has mentioned many times a Model 2 style $25k vehicle, I don't think that necessarily means he wants to build one. Tesla nearly doubling the next two years is quite clearly creating the global tipping point for every legacy manufacturer to transition or die. When they start building crappy EV Civics and EV Corollas, the mission is accomplished. Elon has no interest in making all the cars in the world, Energy is the real monster target.
 

stealthyc

Member
May 22, 2019
96
664
MI
The individual I replied to was asking whether he placed his order correctly and I affirmed that he had, and patted him on the back for his fairly-safe and likely-profitable choice.

You have a very limited post history so yes I'm gonna jump on you when you pop out with a textbook warning about options.
This stuff is basic. What you're doing is analogous to if this were say a gun forum, and every time someone relayed a story about a recent trip to the range you harangued them about the inherent risk in shooting anything.

This is an investor forum. People know.
I turned $10k into $2million in 18 months and almost always announced my trades including my losses. If people had followed and mimicked my trades they would have done extremely well.
There have been plenty of basic questions about options in this forum and not every investor is familiar or experienced with them. There is a lot of unbridled enthusiasm here, and it does not hurt to bring in real-world reminders on occasion.

You keep mentioning how much money you made, which obviously you are very proud of, and I'm happy for your success, but basically anyone who had the sense/fortitude to bet on calls through this period has made a metric butt-ton of money.
 

Dreadnought

Supporting Member
Nov 10, 2018
145
1,510
Germany
The MiC LFP Model 3 received an OTA update over the weekend. This fixed the charge rate (0..50% in 15 minutes; 0..100% in 50 minutes), albeit tested at higher ambient temperature. Also SoC display improved and vehicle was able to go a sustained 200 km/h.
(Video in German language)
 

CorneliusXX

Active Member
Jun 19, 2015
2,123
16,858
London
Fremont Flyover - Feb 21, 2021


  • Some S & X found but I haven't checked whether they're the refreshed models. Very hard to see the models while flying. Will go back in about a week and take more time checking the interior of the cars if I can.
  • Small building on top of Roadrunner seems relatively finished. Lots of new hardware on top of the large Roadrunner building.
Enjoy
Thanks for the vid - exciting to see the Roadrunner building looking much more finished - hopefully that means they're scaling well.

Scrappage from the casting machines was a little more than I was expecting. But there's far more than this that look usable - so yield is probably pretty good.
upload_2021-2-22_18-12-55.png
 

Cosmacelf

Well-Known Member
Mar 6, 2013
8,524
20,451
San Diego
Was wondering myself about that.

Difference is that Tesla has always been planning to ramp at 50%. The problem that I have read for the OEMs is that the chip manufacturers reached out to them for commitments during the COVID crash and they refused to commit to any quantities. Then the chip manufacturers were overwhelmed for chip orders for booming industries like the straight PCs.

Tesla has been quiet on this, but I am hoping that they reaffirmed the chips they wanted and should have less of a problem than the OEMs.

Oh! I like that answer! That would be nice indeed.
 

SpaceCash

Intergalactic Planetary, Planetary Intergalactic
Jul 5, 2017
1,607
12,143
Earth
There have been plenty of basic questions about options in this forum and not every investor is familiar or experienced with them. There is a lot of unbridled enthusiasm here, and it does not hurt to bring in real-world reminders on occasion.

You keep mentioning how much money you made, which obviously you are very proud of, and I'm happy for your success, but basically anyone who had the sense/fortitude to bet on calls through this period has made a metric butt-ton of money.

The only one mentioning REAL WORLD situations is me; yours are hypothetical.

Sure I'm proud of my investing choices but it's more that I want to dissuade people from being too timid and scared of their own shadows to make money.

OBVIOUSLY do not invest more than you can afford to lose. Do not gamble unduly. Duh.

Your abbreviated posting history shows that you have harped on this same topic multiple times and I find that sus.
 
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Johan

Ex got M3 in the divorce, waiting for EU Model Y!
Feb 9, 2012
7,491
9,745
Drammen, Norway
Even with the ugly sub $750 figure on my screen the volume of only 20 million shares traded so far (including all those stop losses @750 - c'mon are really that many people so unimaginative that they'll put a stop loss at such a round number?) is reassuring. Look at this chart of daily volume of TSLA in the last month. The recent drop off in price is happening against the back drop of daily volume going down, and down and down... Loaded spring anyone?

TSLAvolume1mnth.PNG
 

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