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

[jhm]

I'm not sure the market has realised Shanghai is making model Y yet

It's so wonderful when serious Tesla fans have an informational advantage over the rest of the market. In the early days, we had that advantage, but in recent years it has been harder to come by. It this point, the market is just not clued into the way Musk has been systematically sandbagging a Tsunami of production capacity.

 

[MP3Mike]

Nah, 155mph limiter would absolutely definitely be a big issue at the ring. There are a lot of VERY LONG straights there, including the 2-mile long final straightaway. The Porsche 919 gets up to 220mph in several different places along the course, and over 230mph early on in the final straight. Production cars easily hit 190mph+ on that course. The GT2 RS was also going over 200mph at times.

First the plaid limit is ~166 MPH not 155 MPH. And second it appears this track time was done with the 166MPH limit still in place. So once they unlock the full 200 MPH the time will get better.

 

[Pezpunk]

First the plaid limit is ~166 MPH not 155 MPH. And second it appears this track time was done with the 166MPH limit still in place. So once they unlock the full 200 MPH the time will get better.

i dont know what you're disagreeing with. The limiter was a big factor. Fact.

 

[Unpilot]

I quite enjoy how whenever Tesla wins at something, the haters are forced to give up on a thing they enjoy. That's how much they hate Elon and Tesla. First when Plaid became the fastest at 0-60 and the 1/4 mile, all of the self proclaimed "car enthusiasts" were saying how straight line speed was pointless anyway. "I like road courses." Now that Plaid killed it at the ring we hear "lap times are no big deal". You can't make this crap up.

"Nürburgring lap times are totally pointless anyway and add no meaning or value to a car, because the lap time is something the company has been working on for a few years," -Jalopnik

And no, I won't link to that...whatever you call a media outlet that is worse than a rag.

That rag has never had a good thing to say about Tesla AFAIK.

 

[JRP3]

Tesla sidesteps New Mexico ban by building service center in tribal land

Tesla has effectively sidestepped a New Mexico law that was barring the company from operating a service center for EV owners in the state. The company was able to work around NM’s ban by building a service center on Native American tribal land. For the longest time, Tesla owners in New Mexico...

www.teslarati.com

They should do that here in NY for stores and service.

 

[Drezil]

But don't you all here the rattle from the plastic in the cabin? That is awful build quality! Porsche surely does it way better!!1! /s

 

[Tslynk67]

Tempted to buy a put expiring today.
Whats today's maxpain ?

MP is $735, Hedgies want >$740<$750, but <$760 looks most likely - not advice, remember what happened last week with the feeding-frenzy at the close...

 

[mickificki]

I believe in Rob's latest video he mentions rumors he's heard of Giga Shanghai being closed for one week in Sept. Take it with a grain of salt.

 

[AquaY]

They should do that here in NY for stores and service.

They should change the stupid law here in NY

 

[InTheShadows]

But don't you all here the rattle from the plastic in the cabin? That is awful build quality! Porsche surely does it way better!!1! /s

All the other vehicles make that noise too, it’s just that there is a growling fire beast in those cars covering up those noises.

 

[cusetownusa]

Hahahaha

I love it!

maybe Tesla can do this in other states too

Was thinking the same thing...we have a few Indian reservations near me in CNY...could be a good way to get around the NYS dealership laws.

 

[TheTalkingMule]

760.....760...O how I hate thee.

Next week should finally be one where anything could happen. Max pain is technically around $698, but the rational achievable max pain is more like $790.

So going into the week, instead of traders having a clear $10 window that MM's will target, a case could be made for a Friday close anywhere $699 to $799. And then there's the spectre of a 3Q deliveries announcement FOMO which could any day take things.....

Good day to go the beach or park and wait for the fireworks next week.

 

[JRP3]

They should change the stupid law here in NY

Sure, and every state, but I like this workaround in the meantime. Also an alignment with indigenous people will cause apoplexy for certain members on the left who are becoming increasingly anti-Tesla/Elon.

 

[TheTalkingMule]

Sunrun up 5% today and they have less chance of ever making a profit than Uber.

We need to stop arbitrarily dumping subsidies into the climate change effort and focus on helping energy markets function smoothly without corruption at the wheel.

 

[aronth5]

Are there any Q3 delivery estimates anywhere?

Besides several in this forum, have you heard of Google ? I bet you'll get a list of Q3 delivery estimates to check out.

 

[jerry33]

Sunrun up 5% today and they have less chance of ever making a profit than Uber.

We need to stop arbitrarily dumping subsidies into the climate change effort and focus on helping energy markets function smoothly without corruption at the wheel.

Wouldn't we have to change all the politicians first?

 

[phantasms]

Max pain is technically around $698, but the rational achievable max pain is more like $790.

Can you please elaborate on this?

 

[StealthP3D]

no one knew what the production ramp would be at Shanghai plus the company wasn’t (quite yet) a free cash flow juggernaut.

what’s interesting to me is that the next 3-4 quarters will show us how well Tesla can ramp two GFs simultaneously.

This is the test of “the machine that builds the machine.” (I consider Fremont as the Lab and Shanghai as the beta.)

If Tesla executes reasonably well then this puts them on a clear path to be the first manufacturer to 10m annual BEV production.

Tesla is on a clear path to be the first manufacturer to 10M annual BEV production even if they blow the production ramps in Texas and Germany.

That's just a function of how poorly the big manufacturer's have prepared for the inevitable transition to BEVs.

Sad but true.

 

[ZachF]

The "refs" really dont want it over 760...

 

[ZsoZso]

Yep, we're going to need a bigger chart:

https://twitter.com/x/status/1436094580328329238

Uh, oh, GoJo's "busted growth story" got busted again !?
He is always so happy (and loud) after the first month of the quarter when the 'competition' outsells Tesla, then stays quiet after the 3rd month.