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

[Artful Dodger]

Looking at Options open interest posted at 7 am this morning, we can see there is a substantial "Put Wall" at the 550 Strike (13K open Put contracts). It'd be expensive for MMs to allow the SP to go below that level, and sierra foxtrot alpha for Calls below 550 (so no motivation to chop). Looks like a pretty firm support level.

 

[jerry33]

Probably. However, what at the time seemed like excessively flamboyant engineering proclamations by Elon on twitter very often turned out in the end to be deep and important engineering advancements. So this explicit, and incongruous, micrometer reference could be something more profound than just bragging rights. A for all practical purposes perfect fit and finish is at most a milimeter issue, not something 1000 times smaller.

One millimeter at the foundation piece might easily translate to ten millimeters after assembly because each additional piece adds it's own variance.

 

[Artful Dodger]

I don't like that Tesla is now being considered a crypto related stock.

Tesla, Coinbase lead drop in crypto-related stocks as bitcoin plunges

Tesla, Coinbase lead drop in crypto-related stocks as bitcoin plunges — CNBC

Cryptocurrency related stocks led by Tesla and Coinbase fell Wednesday as bitcoin dropped to new session lows.

apple.news

Bah Ha Ha! That's NOTHING! The official NASDAQ webpage for Tesla lists 4 "Related Symbols":

GME, AAPL, TSLA, and AMC​

Jolly Jokers, you can't buy this kind of meme. Oh wait, apparently you can when the price is SHORT enough...

Cheers!

 

[Rarity]

This is what you can get with micron tolerances:

In space, those two pieces on such tight tolerances will fuse in a phenomenon called "cold welding." Important to keep in mind if you ever decide to put your Roadster up there.

 

[dhanson865]

Tighter tolerances enable 'exacter' panel designs. They may even touch by design and form 'invisible' seams that get covered by paint. Better aero, better noise, better visuals.

So you are saying the best panel gap is no panel gap

 

[TheTalkingMule]

I paid 5g for those

Quadruple down today?

 

[⚡️ELECTROMAN⚡️]

What’s the current @StarFoxisDown! armageddon closing below price?

 

[elasalle]

https://twitter.com/x/status/1395024680554319878

Elon's visit did wonders.(along with Special Thankyou via twitter ) .... Jewel of ...
Wondering how many more permits to go?
Wonder if Sandbagging?
Wonder if we see production by Q3

Wonderful!!

 

[Artful Dodger]

Lotta chatter right now about Ford buying its electric drivetrain for the F150 from Tesla. Let's put together a few items:

• F150s spotted under wraps at a Tesla Supercharger station (U.S. plug compatibility?)
• Performance specs very similar to Tesla Gen 3 tech (how likely could F do this on Job 1?)
• Did anyone hear the E/F150 accelerate away driven by Pres. Biden (sounds like a "3" to me)
• then there's Elon's deleted tweet last month about a sudden increase in Tesla value (why?)
• from Q1 CC: Giga Nevada was supplying drive units for Tesla worldwide (covid travel ban)
• implying Tesla has ~80K spare capacity per qtr for motors, inverters, once GF3 is localized

Okay, that's still not enough put all together for me to call it yet, but I'm getting interested. If Ford could secure their own bty supply, they could buy the tech from Tesla to a produce a salable product (esp. if they include access to the SC network). Now, is 300K/yr E/F150s going to be enough emissions credits for Ford? Well, it can't hurt.

Cheers!

 

[JRP3]

get a purported 300 miles of range with a battery around 100KWH

From the reported weight of 1,800+lbs I think it's 120kWh or higher.

 

[AudubonB]

Lotta chatter right now about Ford buying its electric drivetrain for the F150 from Tesla. Let's put together a few items:

• F150s spotted under wraps at a Tesla Supercharger station (U.S. plug compatibility?)
• Performance specs very similar to Tesla Gen 3 tech (how likely could F do this on Job 1?)
• Did anyone hear the E/F150 accelerate away driven by Pres. Biden (sounds like a "3" to me)
• then there's Elon's deleted tweet last month about a sudden increase in Tesla value (why?)
• also not from Q1 CC that Giga Nevada was supplying drive units for Tesla worldwide
• that means Tesla has about 80K spare capacity per qtr for motors, drive inverters, etc

Okay, that's still not enough put all together for me to call it yet, but I am getting interested.

Cheers!

It also would provide some shade for Mr Biden not to have mentioned Tesla during his talk. An interesting proposition. I’ll give it about a 25% chance of being correct.

 

[StarFoxisDown!]

What’s the current @StarFoxisDown! armageddon closing below price?

Don’t worry.....we’ve already passed it haha

 

[phantasms]

Lotta chatter right now about Ford buying its electric drivetrain for the F150 from Tesla. Let's put together a few items:

• F150s spotted under wraps at a Tesla Supercharger station (U.S. plug compatibility?)
• Performance specs very similar to Tesla Gen 3 tech (how likely could F do this on Job 1?)
• Did anyone hear the E/F150 accelerate away driven by Pres. Biden (sounds like a "3" to me)
• then there's Elon's deleted tweet last month about a sudden increase in Tesla value (why?)
• from Q1 CC note that Giga Nevada was supplying drive units for Tesla worldwide
• that means Tesla has about 80K spare capacity per qtr for motors, drive inverters, etc

Okay, that's still not enough put all together for me to call it yet, but I am getting interested.

Cheers!

I can also add that the press release figure for number of plugs to charge at is MUCH higher than "The FordPass Charging Network also offers more than 13,500 public charging stations and growing" that's currently listed at Ford.com in talking about the Mach-E.

I'm currently pushing my team to get the jump and write it up. They're like "but we don't have confirmation". I'm like "When the hell did the media ever need confirmation for a Tesla article!?!?!"

 

[asburgers]

So that Farley/Musk feud was manufactured too? Oh dear.

 

[Mike Smith]

Bought more at 30k?

https://twitter.com/x/status/1395041849438519296

 

[phantasms]

From the reported weight of 1,800+lbs I think it's 120kWh or higher.

...my abacus tells me it's the latter by a lotter.

 

[Singuy]

So that Farley/Musk feud was manufactured too? Oh dear.

Elon used to debunk FUD on Twitter in real time. Now it just linger until earnings call or real reporting comes out. Guess it's good for bear traps?

 

[StealthP3D]

Lotta chatter right now about Ford buying its electric drivetrain for the F150 from Tesla. Let's put together a few items:

• F150s spotted under wraps at a Tesla Supercharger station (U.S. plug compatibility?)
• Performance specs very similar to Tesla Gen 3 tech (how likely could F do this on Job 1?)
• Did anyone hear the E/F150 accelerate away driven by Pres. Biden (sounds like a "3" to me)
• then there's Elon's deleted tweet last month about a sudden increase in Tesla value (why?)
• from Q1 CC: Giga Nevada was supplying drive units for Tesla worldwide (covid travel ban)
• implying Tesla has ~80K spare capacity per qtr for motors, inverters, once GF3 is localized

Okay, that's still not enough put all together for me to call it yet, but I'm getting interested. If Ford could secure their own bty supply, they could buy the tech from Tesla to a produce a salable product (esp. if they include access to the SC network). Now, is 300K/yr E/F150s going to be enough emissions credits for Ford? Well, it can't hurt.

Cheers!

How can the possibility of a Ford/Tesla partnership be discussed with no mention of Ford's partnership with Rivian?

Not that both couldn't happen, but?

 

[Christine69420]

This tweet is much more interesting than the boring bitcoin schmittcoin drama:

https://twitter.com/x/status/1395020589354692616

19 May 2021 Giga Texas IMAGES! Rains holding off! Busy day loading about 50 Model Y castings on trucks probably headed to CA. Footings in central area, steel work, ore walls & interior work today! Check out my YouTube Video (@JoeTegtmeyer
) later today & please subscribe!

So if they send castings from Austin to Fremont my guess would be that they do that since it would increase the production of cars there. And it would mean that Giga Texas has started to earn it's keep.
Edit: Or if they are stored locally to be used later Giga Texas still is casting money so to speak.

 

[Rb48888]

It also would provide some shade for Mr Biden not to have mentioned Tesla during his talk. An interesting proposition. I’ll give it about a 25% chance of being correct.

4-d chess enthusiasts might point out that Cybertruck's polarizing styling has accelerated the advent of BEV pickups, while simultaneously leaving the door open for a "traditional" pickup partnership.