Plant a seed day = more green?
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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Carl Raymond
Active Member
OTOH you can just visit me and have all the mangoes you want from my back yard. So far the only problem is lack of Tesla.I'm going to plant a mango seed. Have some mangoes on-hand, and can always use more mango root stock
When you have only 1% of the marketshare, Tesla has nothing to lose while everyone else has nothing to gain.
It is the reigning Mod who reins waywards in.
DurandalAI
Member
Man, why am I holding onto TSLA when I can take money from shorts by selling puts?
People ask what the bear analysts are missing. This article kinda highlights that. People think that this thing (1 seat 3 wheeler) is a Tesla competitor. By that logic I guess my gas generator is competition to BMW.
Tesla Competitor Electra Meccanica Soars After Analyst Says It's a Buy
Tesla Competitor Electra Meccanica Soars After Analyst Says It's a Buy
Outline - Read & annotate without distractions
Ford Tesla killers start production in 2023. I guess that’s what they meant by the “hold your horses” tweet.
Ford Tesla killers start production in 2023. I guess that’s what they meant by the “hold your horses” tweet.
EVNow
Well-Known Member
I think it is just a click bait.
This is the reason Tesla gets mentioned so often … people click on anything that says Tesla in the headline.
humbaba
sleeping until $7000
Model S & X demand don't seem very strong in Norway, but the 3 more than makes up for it with ~13% better than previous best month and ~6% better than previous best quarter -- and neither the month nor quarter is over yet. All I wish is to have this sort of data for more locations, even if it was not quite so precise.
Tesla Registration Stats
Tesla Registration Stats
Dan Detweiler
Active Member
Fact Checking
Well-Known Member
Also note another remarkable thing: Q1 is a seasonally weak quarter in Norway too - which makes these records even more impressive.
EVNow
Well-Known Member
Pras
Member
The S/X delivery numbers are worrisome. Any theories?
- In the US one can argue the tax cliff helped to pull the demand to last Q. Possibly same with some EU countries that I heard.
- The price reduction and China opening should have help offset some of the impact. But doesn’t seem enough.
- Other issue could be people holding for potential refresh. I think last year Electrk or someone sent a fake (or denied by Elon) news on potential refresh this time around.
- But the big question is about model 3 canibalization
The next vaccum cleaner Hoover makes will be compared to Tesla.. because you know both run on electricity.
I don't think it would be telling of much other than Tesla's current production/logistics capacity.
This is a first quarter of Europe/China deliveries with a lot of queued up demand plus the first quarter of SR production.
I believe they said SR arrives to Europe 6 months later(and China will produce their own in 6-8 months) so that makes it look like there's enough demand in N.A. to consume 2 quarters worths of SRs. So, Q3 might be a first quarter in N.A. where the pre-existing demand is satisfied, so they have enough spare capacity to send SRs to Europe.
IF there's a slow down of demand in N.A., then Europe will likely consume all the Q3 SR production.
So, I think Q4 is actually the first quarter where pre-existing demand is satisfied and we're looking at a new/sustained demand. Which is not a constant and may grow per any additional demand levers engaged or marketing by M3 penetration starting to give results.
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"SUV" and "CUV" have become meaningless terms. When a Kona gets put in the same category as a Chevy Suburban...
Carl Raymond
Active Member
Stock rises $5 in an hour, with no reason for us to cheer, because it’s a robotic response to an interest rate decision.
When the stock rises $5 in an hour because the market has a tipping point epiphany that Tesla are kicking ass, with no competition in sight, with margins rising, with product improving, with CAGR off the chart, then corks pop.
When the stock rises $5 in an hour because the market has a tipping point epiphany that Tesla are kicking ass, with no competition in sight, with margins rising, with product improving, with CAGR off the chart, then corks pop.
I sure hope when they end up not releasing an EV Mustang SUV next Fall that Wall St cries out about how they lied about their production dates the same way they do about Tesla
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