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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
jhm
Well-Known Member
Artful Dodger
"Neko no me"
Any body know what the Options IV says about the implied SP move after today's Earnings report? TIA.
Good point until the last two sentences. Still training has been proven to save lives in many respects. Not because stupid goes away, but because people sometimes will be more aware fo their own stupidity. No solution will ever work 100%.
jhm
Well-Known Member
I dunno. Check back with me in two weeks.Don't you mean too weaks?
Cheers!
TheTalkingMule
Distributed Energy Enthusiast
MM's tried a few pushdowns today, each recovered. I would expect we'll see a nice hockey stick(upward) heading into the close. I'm gonna go with.......$882.
Another option is to read your insurance policy closely and assess the basis for their denial of the value of FSD and accel boost, probably under the “modification” exception. You may find that the modification exclusion/exception refers to aftermarket parts, but your essentially OEM options are not properly excluded from coverage — especially if you disclosed them to the insurnance company.
We’ve already covered that. Plenty of us have given our EPS estimates for Q3. Consult with your crystal ball though about how the stock will react
Artful Dodger
"Neko no me"
NHTSA’s incoming senior safety adviser has a serious anti-Tesla Autopilot and FSD bias
The National Highway Traffic Safety Administration (NHTSA) has recently confirmed that Duke University professor Missy Cummings is poised to be named as its new senior safety adviser. While her credentials as a computer science professor and background as a person knowledgeable about autonomous...
www.teslarati.com
"It should be noted that Dr. Cummings’ seat at Veoneer was not disclosed when she published a paper (which was later updated to remove inaccurate details about a fatal Tesla crash) criticizing systems such as Autopilot for their possible dangers. And so far, the incoming NHTSA senior safety adviser has not shared if she would be leaving her post at the Swedish LIDAR company, especially since she would soon be advising a US safety agency on driver-assist systems that adopt both LIDAR and non-LIDAR solutions.
"Interestingly enough, Dr. Cummings’ criticism of Tesla and its Autopilot and FSD programs seems to stem from the fact that the company’s vehicles lack of equipment such as the LIDAR sensors provided by Veoneer. In an appearance at The Robot Brains Podcast earlier this year, the Duke University professor remarked that she is “basically an albatross around Elon’s and Tesla’s neck” and that “Where (she’s) going after is his (Elon Musk’s) desire to drop radar off of his cars and now go to vision-only.”
Problematic appointment for NHTSA at a time when they are struggling for relevance in a Market increasingly driven by pace of innovation.
larmor
Active Member
Doesn't matter: if its a miss, then market says, yeah we told you and tesla says we are spending boatloads on these new factories and if its a hit, market will just say that there are not enough electrons to fill all those cars.
StealthP3D
Well-Known Member
If you want to guarantee success it is necessary to prevent people who are naturally good test takers from gaming the system and answering the questions successfully without actually watching the FSD safety video. I suggest something like this to ensure they actually watched the safety video:
Because we know if they watch a safety video they will stay alert and attentive at all times. /s
Seriously though, we give people driver's licenses without requiring they watch safety videos about how important it is to pay attention at all times. Some people think it's actually OK to surf the Internet or reply to texts while driving down the freeway! A video is not gonna fix stupid!
Drumheller
Active Member
I have two computer science degrees and I've taught at the university level. It is my opinion that she should lose her position at the university for this, but that is unlikely to happen. I also question her computer science knowledge if she is investing in LIDAR as a path towards autonomy. I have very little experience in computer vision but it was enough for me to instantly agree with Elon's views on vision and LIDAR.NHTSA’s incoming senior safety adviser has a serious anti-Tesla Autopilot and FSD bias
The National Highway Traffic Safety Administration (NHTSA) has recently confirmed that Duke University professor Missy Cummings is poised to be named as its new senior safety adviser. While her credentials as a computer science professor and background as a person knowledgeable about autonomous...
"It should be noted that Dr. Cummings’ seat at Veoneer was not disclosed when she published a paper (which was later updated to remove inaccurate details about a fatal Tesla crash) criticizing systems such as Autopilot for their possible dangers. And so far, the incoming NHTSA senior safety adviser has not shared if she would be leaving her post at the Swedish LIDAR company, especially since she would soon be advising a US safety agency on driver-assist systems that adopt both LIDAR and non-LIDAR solutions."Interestingly enough, Dr. Cummings’ criticism of Tesla and its Autopilot and FSD programs seems to stem from the fact that the company’s vehicles lack of equipment such as the LIDAR sensors provided by Veoneer. In an appearance at The Robot Brains Podcast earlier this year, the Duke University professor remarked that she is “basically an albatross around Elon’s and Tesla’s neck” and that “Where (she’s) going after is his (Elon Musk’s) desire to drop radar off of his cars and now go to vision-only.”
Problematic appointment for NHTSA at a time when they are struggling for relevance in a Market increasingly driven by pace of innovation.
I am disappointed to see people defending her.
jkirkwood001
Active Member
Put another way, how would this look?India is a relatively poor country, honestly (I backpacked there 5 months in 2014), so I don't think reducing tax on import vehicles would be in Indians overall interest.
Instead, Elon should be pushing for India to facilitate Tesla building a local factory and selling its EVs without those high import duties. It's a huge market, especially once Tesla releases its lower-cost model (and it could seriously dent GHG emissions from millions of auto-rikshaws if Tesla developed a ATV/Tuk-tuk! see below).
A local factory would provide India with valuable high tech jobs and support local suppliers. Otherwise, I think reducing the import tax is a simply recipe for enabling scarse Indian capital to leave the country. Until that happens, Tesla should take the hit while building out a sales network.
C'mon Elon, "do the right thing".
TSLAQ media: "Elon Musk - world's richest man - asks for a discount to sell his expensive EVs in one of the world's poorest economies."
Yeah, I'm pretty sure that would be the headline we'd cringe to hear.
GrandEnigma
Member
Sorry for the OT this will be it for me:
That is my back and forth with them right now. Their "Customizations" portion of the policy is for physical hardware from third-parties and not OEM options, and certainly not software ones. They have a defined pick list of what type of customization and software is not one of them. I have also noted the the MYP is mostly software enhancements and that they cover that above the base value of a standard MY Dual Motor. We will see how it goes.
woodisgood
Optimustic Pessimist
I can think of many people who have faced professional consequences for far less. At the same time, there are also those who have done far worse and faced none. What happens from here will provide further evidence of how entrenched the administration is in its apparent anti-Tesla stance (hypothesis: very) and whether the NHTSA position is largely being filled for the purposes of slowing Tesla (hypothesis: duh). The reality is there are probably very few candidates that can offer both her qualifications and her passionate anti-Tesla bias.
Interactive Brokers sent out a note yesterday that said implied movement after earnings is 4.3%. Not sure how they calculate it.
FWIW they also gave consensus EPS as 1.49 and revenue as 13.4 B.
Krugerrand
Meow
Way more faith in people, than I. And specifically people often need to experience extreme consequences to change their views.
Here’s a little story for you; my spouse and I had to take the driver’s test because we’d moved to a different country. We took it on the same day, had the same tester. I performed a particular maneuver and got docked for it. My spouse performed the exact same maneuver and wasn’t docked for it. We know this for a fact because we compared notes and our test results.
Adding: the tester was a couple decades younger than us and I’m quite sure we both have extensively more driving experience and could drive circles around them (and I’m a substantially better driver than my spouse).
GrandEnigma
Member
Considering the wall at $900 I would say they are protecting exactly that potential upside in share price.
lafrisbee
Active Member
Could be completely wrong, but being first is the reason I am going to go ahead and share...
Looking at it it seems to be computer generated...I'd like to know the rest of the STORY.
ADDING: this description is from the kilowatts on twitter>>>"
There’s a new video loop playing in Tesla Stores and Service centers! The new video includes shots of the upcoming Cybertruck in NY and at Giga Texas (with
@elonmusk
behind the wheel!?!), Tesla Semi prototypes and even
@MinimalDuck
working on
@ScentWedge
with a Model Y!"
Looking at it it seems to be computer generated...I'd like to know the rest of the STORY.
ADDING: this description is from the kilowatts on twitter>>>"
There’s a new video loop playing in Tesla Stores and Service centers! The new video includes shots of the upcoming Cybertruck in NY and at Giga Texas (with
@elonmusk
behind the wheel!?!), Tesla Semi prototypes and even
@MinimalDuck
working on
@ScentWedge
with a Model Y!"
Last edited:
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