snellenr
Member
There’s an aluminum melting furnace in there as well as the casting machine itself. And a pilot plant is the place where you want new hardware to have glitches & hiccups like this...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Cape Coddess
2 Roths full - holding!
My swing Roth is ready for whatever the day brings. The sell order has been up for a few days and the buy ladder has been rebuilt.Hmmm, futures not looking good.
Well, maybe bad news for TSLA SP today, but no change in the outlook long term.
And that is what matters!
Artful Dodger
"Neko no me"
TSLA MaxPain (7:00 A.M.): $670 (+$7.50 from Thu)
Mar. 12, 7:03 a.m. EST
TSLA Pre-market 677.15 −22.45 (3.21%)
NASDAQ-100 Futures: 7:05 a.m.
-197.00 -1.51% 07:04:35
Mar. 12, 7:03 a.m. EST
TSLA Pre-market 677.15 −22.45 (3.21%)
NASDAQ-100 Futures: 7:05 a.m.
-197.00 -1.51% 07:04:35
There are 2 other Tesla owners within 5 minutes walk of my house. All 3 of us have driveways. Regarding your comment on price, I spoke to one of the owners and the only reason he chose a Tesla was because it was a company car and there is £0 benefit in kind. Unlike myself he knew very little about Tesla but the tax benefit was the determining factor. He loves the car. Oh yes, and my doctor also has a Tesla.
One note to this:
Don't forget next weeks triple-witching-day. I would bet on at max 700 closing today & ~750 next week. It is not only the max-pain this week, but also preperation & hedging for next week. But the mathematical max-pain for next-week is skewed by 300k(!) sold puts at 20$ (100 pre-split).
Max-Pain is nice & everthing - but i learned that just looking at the bars is often more informative as way ITM/OTM calls/puts are already 90+% delta-hegded and not the battleground.
If we close today at ~699 & blowout to >800 on monday then the option-market could trigger a small gamma-squeeze as there are a LOT of open calls in that area with a swift reversal the day after.
Disclaimer: I sold 800 covered calls & 595 cash/margin secured puts for next week playing that day. I plan on closing the CC today before mondays blowout.
I would not advise you to do the same without your own due diligence.
what’s the latest with GF1?
the footprint hasn’t expanded much in ~2yrs
obv the revamping of the existing lines with panasonic etc etc
but why hasn’t there been any further expansion? (or maybe we just don’t know about it?)
if they expect to put the semi there, then is it safe to expect 4680 production there?
if so, then why wasn’t that mentioned at battery day?
is there something with panasonic partnership constraining them from making anything but 2170 there?
there we also rumors about water issues in sparks preventing them from expansion...
but what is the real deal w gf1?
the footprint hasn’t expanded much in ~2yrs
obv the revamping of the existing lines with panasonic etc etc
but why hasn’t there been any further expansion? (or maybe we just don’t know about it?)
if they expect to put the semi there, then is it safe to expect 4680 production there?
if so, then why wasn’t that mentioned at battery day?
is there something with panasonic partnership constraining them from making anything but 2170 there?
there we also rumors about water issues in sparks preventing them from expansion...
but what is the real deal w gf1?
It can be found in the list of forums when you click 'Forums' at the top of this page. It can also be found here.
My understanding is that they are (generally) labour constrained at GF1. Lines have been updated for new chemistry, and I believe Pana agreed to add 1 additional line last year - so production in kWh continues to increase.
But I would expect the real US cell volume expansion to occur in Austin/Fremont and potentially other unrelated sites.
that’s pretty much all i’ve heard too.
the elephant in the room is that the
factory is only about 1/3 the intended size. it went like gangbusters for a couple years and then pretty much fizzled out and nobody has explained why, nor asks tesla about it during quarterlies. they have a boatload of unused land there too.
if it is workforce/housing/water/local infrastructure constraints, i can understand that. if it’s something else, i’m interested in hearing more.
@buttershrimp , @Tyler34 , I'd gladly contribute to production of great
As far as I know, it's the lack of a labour pool. There just aren't enough people there to provide enough employees. Historical reasons are that housing construction couldn't begin because of water shortage (I heard a while ago that this has been fixed.)
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Bond just hit 1.6%. Let's see if the market cares or not. Qqq is at critical support level sp today and will give us the answer we need if correction is over or will be continuous.
Dancing Lemur
Hoopy Frood
That’s nothing. You should see how this other company I know pilots its new products.
Like how this hydraulic line burst aka fireball seen around the world because it’s Tesla!!! Swap the blown hydraulic hose and machine is back running (minus all the silly safety paperwork).
Desktop mostly. Bigger screen, more stable connection, faster, more storage. Laptops and mobile devices are fine away from home or office, but they really cut down on productivity. Of course, corporations like them because they are cheap (corporations don't appear to value productivity except on the manufacturing line).
HG Wells
Martian Embassy
You wish you can get CDs at 1.6%.
Tesla aluminum fire and then one of you starts this hoarding??
AimStellar
Member
File this under "for what it's worth" category ... Hindenburg publishes research, takes short position in Lordstown Motors.
"The Lordstown Motors Mirage: Fake Orders, Undisclosed Production Hurdles, And A Prototype Inferno"
- Source (Hindenburg)
"The Lordstown Motors Mirage: Fake Orders, Undisclosed Production Hurdles, And A Prototype Inferno"
- Source (Hindenburg)
Hoarding? That's Friday lunch!
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