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

[MikeAtkinson]

OT saw a report today claiming Toyota wants to sell 8 million BEVs by 2030

No, that is 8 million electrified vehicles, only 2 million of which will be BEV or FCEV. I think they are still hoping for significant fuel cell sales.

This is I think not new information, I'm sure I saw something similar a few weeks ago. I thinkh teir argument goes something like this:
- batteries are going to be in short supply
- it is better to use or limited supply in hybrids
- and FCEV don't need batteries
- we've sunk a lot of resources in FCEV so we are going to sell them, dispite all the evidence that customers don't want them

https://twitter.com/x/status/1392450561669226497

 

[ChefBoyardee]

I sometimes like to look at the chart as a series of bases and breakouts. Our last breakout to 880 got ahead of itself, so if you subtract that out, we're forming a pretty long base. And if it takes a while to get past inflation fears and to get a new catalyst, that might be a pretty big breakout

"The longer the base, the bigger the breakout"

P.S. PEG ratio is now lower than SQ, and only a little higher than NVDA

 

[henchman24]

On the march

Back from the gym. Set mine at 580, but it looks like I missed out.

Off the grid for a week starting Saturday. I’ll have to refine the Catcher Algorithm.

Might get your chance at 599 now! The march to it is on!

 

[ZeApelido]

I am totally not like this guy.







Yes I am.

 

[GOVA]

This guy is going to single handedly slow Tesla’s FSD deployment...

Even after being arrested, he intends to keep letting AP drive him from the backseat. Tesla should revoke his license ASAP

Tesla backseat driver was arrested then released; now he says he is back at it

The Tesla driver who has been spotted driving his Model 3 from the backseat several times in the Bay Area...

electrek.co

I disagreed. He might contribute to Tesla taking care of this quicker. Yes, it is moronic for him to keep doing this, but it might speed up getting the solution.

 

[stealthyc]

Our last breakout to 880 got ahead of itself, so if you subtract that out

While I am in general skeptical of TA, this particular sort of thing is a good example of how you can just draw lines to fit your own narrative.

 

[Knightshade]

My understanding is that he hasn't even paid for FSD, he is just using the standard AP that comes with the car. I don't think Tesla can do anything about it. It would be up to law enforcement to do something like revoke his license and/or put him in jail.

Worst part is this isn't the first time the cops have cited him for doing this.

This should be a caught-once-lose-your-license-on-the-spot thing... not a "get caught twice and you can still legally drive" thing.

 

[henchman24]

$599 bounce!

 

[corduroy]

I'm just going to keep buying every time we drop into the 500s. Come 2025, I think I will be happy with this decision.

 

[traxila]

SLIGHTLY OT: It does have a lot to do with metals for the BEVs of the future.

Another possible source for the metals we need. Their vision for the infrastructure sounds pretty cool.

Bjarke Ingels Group and The Metals Company Design a New Generation of Offshore and Onshore Assets to Produce Critical EV Battery Metals From Seafloor Rocks

BIG-Bjarke Ingels Group, the acclaimed global architecture firm whose groundbreaking work incorporates innovations in architecture, has collaborated with The Metals Company, a developer of lower-impact battery metals from seafloor polymetallic nodules, to remake conventional metal production for...

finance.yahoo.com

The polymetallic nodules seem to be the least environmentally destructive way to accumulate enough metals to close the loop.

 

[Nocturnal]

Worst part is this isn't the first time the cops have cited him for doing this.

This should be a caught-once-lose-your-license-on-the-spot thing... not a "get caught twice and you can still legally drive" thing.

The fact that he hasn't wrecked yet does show that autopilot is pretty robust though.

 

[obie_fl]

I wrote a put for this week at $550 to get to my total shares goal, which is way more then it should be since I'm retiring in Sept. I'm doubtful and actually hope it won't be ITM for everyone's blood pressure here. I'll take the small "dividend" instead. I've yet to sell a share HODL.

 

[EVMeister]

Hopefully not reaching .

I know, I know, we're really all more here.

 

[StealthP3D]

SLIGHTLY OT: It does have a lot to do with metals for the BEVs of the future.

Another possible source for the metals we need. Their vision for the infrastructure sounds pretty cool.

Bjarke Ingels Group and The Metals Company Design a New Generation of Offshore and Onshore Assets to Produce Critical EV Battery Metals From Seafloor Rocks

BIG-Bjarke Ingels Group, the acclaimed global architecture firm whose groundbreaking work incorporates innovations in architecture, has collaborated with The Metals Company, a developer of lower-impact battery metals from seafloor polymetallic nodules, to remake conventional metal production for...

finance.yahoo.com

The polymetallic nodules seem to be the least environmentally destructive way to accumulate enough metals to close the loop.

Deep sea engineering is hard. The investor in me thinks mining these nodules is potentially the solution to the massive numbers of batteries required to make the transition to sustainable energy and could be a very profitable endeavor, but only if it's done right. It needs people with industrial/marine/mining engineering experience on an appropriate scale. The article says this:

BIG delivered an integrated suite of assets that work together to lift nodules off the seafloor and up to a purpose-built production vessel, transfer them to a hydrodynamic shuttle carrier, and onward to a metallurgical plant designed to transform an urban port site into a battery materials innovation and community hub, set within a regenerative coastal landscape.

A quick search shows BIG is an architectural group but I can't see they have industrial/marine engineering experience. This seems like the type of project that needs a lot of another kind of expertise, especially in the early stages when they are designing the method. Color me skeptical.

 

[SOULPEDL]

Hopefully not reaching .

I know, I know, we're really all more here.

 

[ZsoZso]

So police has arrested one idiot driving from the backseat and bragging about it on youtube. Now, they should move on to the more important target and arrest the bigger idiots who published video teaching other idiots how to trick the safety measures to achieve that stupid stunt. Yeah, I am talking about the idiots at Consumer Reports that should be arrested!

 

[Opus BC fan]

My only question is if the big boys behind the curtain will be able to successfully run this play again next year.

 

[c041v]

Deep sea engineering is hard. The investor in me thinks mining these nodules is potentially the solution to the massive numbers of batteries required to make the transition to sustainable energy and could be a very profitable endeavor, but only if it's done right. It needs people with industrial/marine/mining engineering experience on an appropriate scale. The article says this:



A quick search shows BIG is an architectural group but I can't see they have industrial/marine engineering experience. This seems like the type of project that needs a lot of another kind of expertise, especially in the early stages when they are designing the method. Color me skeptical.

Good observations. I wouldn't get excited about this until I see Boskalis or BAM involved...

 

[StealthP3D]

If I were Elon Musk, I'd hire Rob Maurer to represent the company - he's pretty much doing this already with his Tesla Daly channel, just officialise it and remove the speculative content, replacing with factual communication and education, Rob could also keep doing his post-earnings analysis to cut down the "only profitable because of regulatory credits" BS - he would be the perfect ambassador

It's a total no-brainer to me. And let me add that it's not to support the share price, but rather to deflect the reputational damage that Tesla is subjected to every day, this is not good for the future of our planet, never mind Tesla

Rob's great on his Tesla Daily channel making sense of the noise. But you don't need those skills to be a good PR person. He does come across as very credible which is always good in a PR role, but something tells me he's too honest and transparent to really excel at PR.

And that's a huge compliment to Rob if you understand what PR entails!

 

[Nolimits]

Volkswagen plans self-driving electric microbus with Argo AI by 2025

Volkswagen is planning to bring to market by 2025 a version of its upcoming microbus, a retro-styled electric van, that can drive itself.

www.cnbc.com

Their excerpt on Lidar seems very directed at Tesla no?

“Lidars, or light detection and ranging systems, can sense surroundings and help cars avoid obstacles. They use light to create high-resolution images that provide a more accurate view of the world than cameras or radar alone.”

(… unless it’s true … I am no lidarentist. )